More educational and networking rather than promoting products and services.

My properties are in three different states and I use local property managers for full-service management. 

Not bad for an extra $1,000,000 in coverage.Discuss with your Insurance agent and Attorney the recommendations on if the $500,000 limit is enough.  

We do have a lawyer in mind and a real estate agent as well planned

The sales agent said he's built and sold other homes through her, so at first, it seemed like he is more like a GC who does this on the reg, but now it sounds like he and his family used the property last summer for family gatherings, etc. and actually lived there for awhile. 

Do you have a buyer’s agent?

We sent one of those “love letters” through our agent and he sold to us for the same price as the other guys offer because he liked us.

On you ADU COC you used full rent income.  

Service was to clean/service the boiler and install a new boiler gauge. 

Save on selling costs by negotiating reduced commissions from RE agent.