I'm composing a list of topics that we should discuss so we can utilize our time efficiently during our meeting.

If we're working something that's a sensitive deal, we won't take it to people that we don't already know and trust in effort to keep that from happening.It's also pretty time efficient because we have a template we've created that we can use for any deal. 

You’re dealing with a heating efficiency of 50% or lower.

@Johnny Lau you have better control over tax efficiencies buying and holding yourself.

Real estate investing also requires more input of time and energy.

Makes it more efficient on both heating and cooling. also gives you redundancy plus it would probably still end up cheaper than adding a ducted system in.

Things I'm looking for... easy to set up, efficient data entry, meaningful reporting,  and something that could be offloaded to VA once I get the systems in place.We plan on marketing for our brokerage and property management business, if that helps in what you recommend.  

An investor in this category will need to either be able to efficiently self manage or they have a property manager they can trust.

Or, an installment sale which may let her be more tax efficient. 

While it would be tax efficient to keep moving every two years, it may not work for your lifestyle.