Yes there are some big items involved in this, and I'm very excited to figure them out. 

Paul involves attending meetups and joining REIAs, working with professionals like CPAs, lawyers, and agents.

Most reverse exchanges are done with cash from the client or a private loan of some sort from an individual or a portfolio bank.When your old property sells you will have that cash in your account to purchase the new property. 

We had a shared Google drive account with all other homeowners information uploaded into it.

Would likely have to have a larger plot to account for growth vice a vertically- scaled arrangement (I'm thinking like condominium-style where the real estate is multi-story).

I am afraid we will fall for a property with a false sense of a good deal.Are there any suggestions to help me run an analysis that would better account for the larger down payment and allow me to better analyze potential properties in the future.

I've had continuous problems with my account connections breaking...it's happening at least once a day.

One challenge that may arise during the sale process involves third-party property management.

@Matthew Morrow, I am a little curious on how you are involved on the deal and what your relationship with this client is?  

If they are receiving payments they "have your file" in order to credit your account.