After he teamed up with a local intermediary in the Bay Area.. from what I read in the Wall Street Journal, Lockton has been helping investors streamline these moves.. he ended up freeing enough capital to invest in a mixed-use building in San Antonio that we’d been eyeing for a while.I’m no attorney or CPA, so I’m not giving legal or tax advice here, but there’s definitely something to be said for repositioning your insurance to fit your broader investment goals.

Since you’re leaning toward multifamily, it might be worth connecting with local investors or brokers to see if a license is necessary for your goals.

Happy to connect, share some experiences and chat about your goals. 

The goal is to pull the 60k worth of equity out and free up my FHA & DTI so I can rinse and repeat. 

The goal is to cash flow so I will rehab the property and increase the rent.

I've read a few of the BP books written by Brandon & David Greene and they say something similar to choosing a PMC.

Start by researching areas that fit your goals, understanding financing options like FHA loans, and using the 1% Rule to evaluate deals.

Richard,I would think the hurdle of selling all 9 lots at the same time and getting through due diligence in time to satisfy the 1031 requirements, might be a big goal.

Don't feel the need rush the process and choose the first one that comes through.

A mentor can be a great idea but make sure they have walked the walk and align with your goals.