Quote from @Jason Moore: Active duty Air Force member transitioning to a new life after 23 years of service.

I use to save up for rental down payments using my high yield savings account, then I discovered the Rockefeller Method, using optimally structured & funded whole life insurance as leverage to build cash flowing assets.Teaching this method has become my passion; happy to share my lessons learned!

I believe that starts with where in the project life cycle the investment is made.

In return for an investment require access to the full life cycle of the project from design/permitting to financing and ultimately building execution.  

The lender is giving 1% more than par rate and what they are doing they are refinancing after 6 months and payoff the a principal with remaining money left from initial 2-1 rate buy down and then again refinancing for higher rate and the cycle continues... hope this helps and let me know if it's confusing I will try to rephrase it  Something is not adding up here.. 

My team handled hundreds of properties annually, working with Fannie Mae and institutional clients, and maintaining consistent multi-million-dollar closing volumes each year.I built standardized SOPs for the entire REO lifecycle — preservation, valuation, listings, and closings — to make the process efficient and repeatable.

For my entire adult life, I’ve focused on wealth accumulation. 

My wife is good at interior design and if I didn't have her in my life,  I might hire an expert for that.

Congrats on getting systems in place — sounds like you want something that covers the whole lifecycle, not just rent collection.For what you listed, I use Baselane and it checks all those boxes for me: property-level tracking from acquisition through operations, automatic income/expense categorization, the ability to snap and attach receipts from your phone, and detailed reporting on cash flow and proceeds.

I do good/great with my passive options so I require RE to project great returns 2) is done to make a life change opportunity.