You will need to look at your goals (and if you haven’t laid out a plan for what you want to accomplish in the next 10 years you should do so).

Hi Chad, @Denver McClure and I are working with a client on a 1035 scenario right now and it is an easy process.

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.)

I would need to know what cost per client acquisition is, data data data. 

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.