A few colleagues have had clients audited for these studies now and they've been disallowed every time so far. 

Worked with a similar client out here in Phoenix recently.

With a 1031, you would have to meet stricter timelines (identify a new property within 45 days and close within 180 days) and use a qualified intermediary.Recommendation: The 1033 exchange is likely the best route if you’re looking to reinvest and defer capital gains, as it provides more flexibility.This post does not create a CPA-Client relationship.

When I start a file for my clients, if an appraiser hasn't reached out within 3 days of them paying the invoice, I start making calls, lol.

I have funded a few deals that came through them and my client did very poorly with them.U can use them for a lead source but UBER caution on your Due diligence and I would not let them talk you into the upfront non refundable deposits.. your not getting it back :(

It will update your database weekly and clear out sold properties and much more.For follow up and appointment setting, I’m biased as I’m he owner, but hands down, RiverX AI has been a game changer for us and our clients.

You also have to hit liquidity requirements and stuff like that, and they don't just let anyone use their program - have to have experience, they dive in your income, and deals I've had quoted as a broker always include payments, as they typically want 3-6 months front funded in the deal, whether the loan amount allows for it, or client has to bring it in.  

Some of my highest net worth clients only do DSCR.Expect terms to change with 5+ units compared to the 1-4 unit loans. 

If appreciation and tax benefits align with your goals, it could still be a decent wealth-building play.This post does not create a CPA-Client relationship.

Consulting a real estate attorney and CPA ensures compliance and tax efficiency.This post does not create a CPA-Client relationship.