I'm based in Austin and currently have properties in Houston and Killeen. 

Also, I don't know if it would be worth it from a liability perspective either, but would advise to chat with an insurance pro/legal pro.When purchasing a primary residence, conventional loan guidelines will require you to take down the property in your personal name.When it comes to taxes, you'll likely be able to take the standard deduction AND itemize Interest, Taxes, Insurance, Depreciation, and expenses prorated based off the rented portion of the property when reporting the 1040 along with W2 income.

We're all talking about the creative financing, asset-based lendings of the world right? 

Hi Jeff,Regarding the cash out refinance after an Exchange, you are going to get different opinions based on who you ask.

I would expect him to respond based on what you said.

My partners and I (3 of us) are based in Miami FL (not the easiest market at the moment) we are all realtors / brokers and investors, each have 20+ years of experience down here, have done multiple ground up single Family and duplex builds and currently have a portfolio of single fam and duplex properties.

Based on your age & needs, you could consider a variable annuity (stock market) vs a fixed or deferred annuity (more like a long term CD). 

If it's in your name you can look into the potential for a HELOC or potentially refinance to pull out some of the equity you've created, but you'll need to do the math to see if you're payments will increase based on the new loan terms.

To streamline the process, I want to ensure applicants qualify before scheduling a viewing.It would be beneficial to implement an AI-based system to consistently and efficiently ask prospective tenants the pre-screening questions I currently ask repeatedly.

This will give you a base for what you need to put in to get the best value out of your properties when you are checking ARV and getting the sales price you want along with selling quickly.