This post does not create a CPA-Client relationship.

Many Loan Officers like to BS to get a client in the door.

For my clients, in every city I am set-up in I have an agent who pulls all the comps and writes up an opinion on the value based on size, area, finishes, market. 

It spreads their risk.In regard to market, there's a couple of different approaches my clients take:1.)

New to real estate but possess a deep understanding of the responsibilities to continue to gain knowledge and remain loyal with my clients and professionally with my colleagues.  

A lot of my clients buying in FL are happy with minimal return but are buying for second homes, tax benefits, etc.I would stick with value add - with refi you can still achieve high CoC and a good equity position. 

They also have a fiduciary responsibility to their client, in this case the seller.

This post does not create a CPA-Client relationship.

Most reverse exchanges are done with cash from the client or a private loan of some sort from an individual or a portfolio bank.When your old property sells you will have that cash in your account to purchase the new property. 

Primarily self limiting beliefs.One of my clients just closed on their first commercial deal and they only had one duplex before I started working with them.