We do not plan on buying (new primary) until next summer / fall.

Doors (or clients) that require extensive and constant attention from my staff are not long for this world and will be cut loose.As @Richard F. mentioned, clients fall into those two categories (micromanaging, time-sucking parasites who place zero value on the value of your time, or the "don't bother me unless the house burned down" clients).   

Maybe next he'll instruct his victims... whoops, I mean students, to show up at funerals with a contract in hand.

But like Patrick points out, each city has their own processes and some have point of sale violations, and Cleveland is supposed to start doing this in the fall, so the best thing you can do is to find an experienced agent / broker who can help navigate these issues with precision and ease!

Aforementioned, SW FL is one victim and likely Austin too.

Hopefully we will have a property before Fall 2024.

However, if you can't find one in your locale then you can fall back to the SFH house hack.

His QI is telling him the escrow would also be considered money received at closing but falls in a gray area if audited. 

I attended a XGIMI release in Seattle last fall on a special invite and they gave me this for reviewing.

The average life of large corporations, like those on the S&P 500, is only 18 years and falling.