@Nick Cortolillo Keep in mind that most DSTs are about 50-55% LTV or less.The answer to your question is somewhat subjective depending on personal preferences...The most important thing to keep in mind is that you'll need to match your debt and equity in order to execute a tax-free exchange. 

Their product was deemed an essential service and the preferred return would be cumulative.

I’ve had other clients who preferred this approach..one even found a gem in Glenview at a time when the suburb wasn’t as well-known, and today his property’s value has grown by 15% in the past three years alone.With the anticipated drop in mortgage rates in 2024, the suburbs might be a solid pick for someone new to the market, especially if you’re looking to build equity without dealing with the volatility of city investments.So, for a first-timer, think about your goals: high appreciation and some hands-on work?

The spreadsheet will never tell you about real-world problems, and I assure you there are many. 

Whether you plan to rent your current home or buy a new property, the choice depends on your risk tolerance, cash flow goals, and lifestyle preferences.

. - Are you okay pushing more and having to re-lease the unit, or would you strongly prefer not to have to do that and give up more on cash flow- What do you personally feel comfortable increasing the rent for? 

In comparison, when buying real estate you have a guaranteed asset because, unlike the stock market, during inflation, real estate prices tend to increase too so it is clear why some people prefer owning real estate over any other type of investment.While investing in a single, high-risk stock may pay off big rewards, diversifying your portfolio is key to protecting your wealth.

If you prefer less hassle and lower monthly payments on the new home, selling might be the better option.

Personally, I prefer being able to access my money without penalties since it’s mine.

But you are on the right track.First is reach out to the Broker or preferably the Owner if available and request an NDA.