@David Beckley Does this person have a long track record with this bank and/or do they have a ton of money in reserves?

@Jason Turgeon are you trying to track property expenses separately from unit expenses, then be able to roll them up for an overall total?

@Tony Marcelle @Aaron K. is definitely on the right track.

- Track Record: I want to see the Sponsor has a track record of good real estate investments

I live and work out of Orlando, FL but travel the U.S. to meet with landlords, builders, flippers and all kinds of investors.  

It is our 10-year goal to have a functioning hospitality and beverage focused project in the Glenwood Springs area of the mountains, this project requires significant cash-flow and capital to get started (and not bankrupt us along the way).Our current interests lie with purchasing an initial single-family unit to live in and work out of, with the hopes of getting into short-term rentals in the surrounding ski towns.

My emotions tell me to let them stay but reason is what I need to work out here instead. 

The BP books, podcasts, and forums contain a wealth of knowledge and you are on the right track with that book to start. 

Any companies y'all recommend that has a great track record?

You can build a list on ListSource that tracks 100% equity in a home in your area.