Done well there always should be some customization to the marketing campaign to target the correct investor personas, but this will all be optimized into a science-based sourcing method long term too.  

He evaluates deals in my area and when he spots one, he sends me out to evaluate using his "trade methods", in exchange he is offering me a profit share, knowledge, and and has asked me to sign a 2-year non-compete.I'm not sure what I'm exposing myself to by signing this non-compete.

As such - you are not eligible to do a 1031 exchange or installment sale to defer tax. 1031 exchange and installment sales are methods to defer or lessen the immediate impact of taxes at year of sale.If you are in the business of developing land and you need to buy equipment to improve the land - then yes you may be able to factor in the equipment in your gain calculation.If you need a vehicle to transport equipment or to meet with contractors - the vehicle may also be factored in the gain calculation.

"All of the CRMs use this method or similar.

Plan on doing this the BRRR method.

You would need to run the numbers though.Also look at alternative methods that may make it cash flow like lease to own, owner finance etc.

I too am researching this method and would like to know exactly what steps are  involved.

This is clearly a better format than the traditional method I've used in the past.

I have been researching different real estate investing methods for years and have learned a lot about multi-family as well as rehabbing/ flipping.

What method provides the best bang for the buck?