I’m flexible and open to guidance, but that’s the general framework I have in mind as I get started.Looking forward to hearing your thoughts.

I’m here to learn what reporting routines and frameworks experienced investors actually use in practice. 

And that’s the foundation of the “Power of 10” framework I now teach clients.

Trying to force conventional or slow capital into a fast-moving deal usually costs the opportunity.Structurally, I prefer setting up a go-to framework rather than reinventing it every time.

One thing I'd add: once you narrow down to 3-4 markets using your framework, test them with actual deal flow before committing.

With the right planning, there can be ways to maximize tax advantages beyond the basic “passive losses only offset passive income” framework, depending on your situation and qualifications.Hope that helps—Indy can be a great learning market if you approach it carefully.

@Jay SmithThis is a great example of why screening frameworks have to be adjusted by market.

Really like the way you broke this down — the 3-category framework makes the whole industry much easier to visualize.I’d say I’m closest to the active investor category, mainly because most of my day-to-day revolves around acquisitions workflows, conversation frameworks, and the front-end process of moving deals from lead → appointment → contract.

Together, these releases will determine whether the recent rally in bonds has legs or proves to be another head fake in a still-volatile rate environment.Addison, Allen, Anna, Azle, Batch Springs, Bedford, Benbrook, Burleson, Cedar Hill, Celina, Cleburne, Colleyville, Coppell, Corinth, Crowley, DeSoto, Duncanville, Ennis, Euless, Farmers Branch, Fate, Flower Mound, Forest Hill, Forney, Glenn Heights, Grapevine, Greenville, Haltom City, Highland Village, Hurst, Keller, Lancaster, Little Elm, Mansfield, Midlothian, Mineral Wells, Murphy, North Richland Hills, Prosper, Red Oak, Rockwall, Rowlett, Royse City, Sachse, Saginaw, Seagoville, Southlake, Terrell, The Colony, Trophy Club, University Park, Watauga, Waxahachie, Weatherford, White Settlement, Wylie, Dallas, Fort Worth, Plano, Irving, Garland, Grand Prairie, McKinney, Frisco, Mesquite, Carrollton, Denton, Richardson, Lewisville, or Arlington

That’s a helpful framework for residential and small-balance rental loans.For commercial real estate, many of these questions shift meaning or disappear entirely.