We plan to scale to 20-30 properties by end of year and was wondering if there's a better platform out there. 

This kind of govt nosiness and overreach is why I initially decided against the financial planning industry before starting in credit. you can thank 2008 and all the fraud that went on for that.

We have a PMA, but it doesn't  seem to address these things in a way that is specific enough to where they're violating the agreement. 

The scope of what you asked covers a broad area from estate planning, to tax planning and forward. 

.: What is the average conversion rate for cold calling using software like PropStream, specifically targeting probate, foreclosure, or tax delinquency leads?

My original plan was to utilize a real estate agent to be my property manager that I met through a Dave Ramsey referral program, but I'm exploring if I should attempt this on my own.  

All the various consumer laws exist specifically to stop bad actors from doing stuff like this. 

Let them know how much you enjoy living in the home and mention that you’re planning to buy your own property in 2025.

Over the next couple of years, I don’t plan to use the property often, but I may stay there occasionally when it’s not occupied.

But it sounds like you are talking about a life insurance retirement plan (LIRP).