The answer to this question is often the first real signal of whether there is true alignment.It reveals what someone values most in a partnership.Some prioritize speed.Others care more about transparency, structure, or flexibility.None of those answers are wrong.

Don't take this the wrong way, but it seems that you are very new to this which is OK don't dive into some thing because someone sold you something pretty.

Everyone's form of investing this last decade plus is strategically wrong for the upcoming years.

A more realistic pace might be every 18–24 months, which still compounds very well over 6 years.401k loan and selling stocksNot “wrong,” but be careful.A 401k loan increases pressure early on when margins are thinnest.

Enter RE at the wrong time and you can lose money.  

Nothing wrong with waiting and saving!

When I've researched this, it looks like it can be completed by the CPA, but perhaps I am wrong? 

A good deal is one that still works when you are wrong on a few things, not just when the spreadsheet is perfect, and your 150k plus 50k to a 260k value example is a solid way to explain it.

If someone expects this to be passive from day one, it’s probably the wrong asset class.

Raleigh is definitely solid and you’re not wrong hearing about it, they’re seeing steady population growth, strong tech and healthcare job growth, and a lot of younger professionals renting before buying, which helps keep rental demand strong and supports long-term appreciation.