If your main concern is on the refi end the you could also move some properties into portfolios (just make sure that you truly plan to keep these as they may have partial release fees attached).

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I wouldn’t let that part concern me.

I did not find anything unusual in what they set up that would require me to change what we are doing for taxes.Can you clarify why are you concerned about coordination between your CPA and RLS?

My concern is if they have a data breach.

I also addressed their concerns about insurance options, as they expressed significant worries about that.

Whereas, if you were to default on a HELOC against your primary, you immediately go into foreclosure and have a bigger concern than getting sued?

Mold inspection was never performed, as there was no concern about mold.

The permitting process and the availability of reasonably buildable lots is a concern.   

There was a lot of communication on this platform concerning that company but I can not remember their name.