I’d add a few more that seem to show up in every real estate cycle:The Squirrel – This person chases every shiny object.

My main objectives are: - A cash flow statement that shows cash flow across all properties so I can see portfolio performance and download to excel to run further KPIs (e.g.

We had reached a point in our portfolio size where spreadsheet tracking and then filing taxes became too heavy of a lift for everyone and the cost of doing our tax return was getting hefty as well.That said, has anyone had any success figuring out how to link property loans from bank online portal successfully into your Quickbooks?

Does anyone recommend a good online school for this?  

A properly installed radon mitigation system with post‑test results under typical safety thresholds doesn’t devalue a property; if anything, it reduces a future buyer’s objection by turning a health risk into a solved, documented feature.

Anyone use online resources for cost seg?

The objective here is to own and preserve a unique and historic property with provenance dating to before the American Revolution that is also able to pay for itself.

Were there any investor objections or questions that caught you off guard?

Don’t jump from shiny object to shiny object.

@Puja Devi it all depends on your personal objectives.