Sewer scope revealed a problem (low spot that wouldn't drain, unknown reason without snaking it out).

The thinking is wealthier clients tend to be more experienced with a variety of investments and have investment "savvy", can understand risk and absorb losses easier and can understand these complex investments better.  

I'm into fix and flips or BRRRR but enjoy working with a variety of investors. 

Maybe this is the case in Las Vegas, but across the country people are using HML in a variety of ways to finance first deals. 

I'm not sure how credible it would be but surely you could reveal some sort of wave I'm sure.

My fiancé and I are currently in negotiations on a triplex and the inspection revealed some unexpected repairs.

I think they might be trying to make it non-obvious to the seller and listing agent that they are themselves an agent (even though a quick google search will reveal this fact, most homesellers don't google search the name of their buyer).Real estate investor that happens to have their real estate agent license.

This give the independent agent a huge variety of companies to choose from, finding the best fit for your needs. 

That can be far more time consuming....and mistakes can reveal information that can cause myriad problems.  

If it's considered to be a community property - there is no issue whatsoever with the exchange, as long as the trust you're setting is of a "grantor's trust" variety - another question to ask the lawyer.Even if it's a separate property, I do not see any issue with the exchange, because in the eyes of the IRS the two of you are just one taxpayer, and the trust is just your alter ego.I'm confused why the exchange company is fussy.