Whereas if we were doing a traditional 1031 exchange where they became the solo owner of a new replacement property, I would not be able to participate as a co-owner and still receive the step-up.

Participate 2x a week on the BP website/forums.3.

Also check with the real estate commission in your state to see if it is legal and acceptable for you as a licensed agent to participate in wholesaling.On another note....wholesaling takes a marketing budget....why not just apply that same budget and formula to the agent side of your business and get more listings?

I'm sure you will find lots of great info as you begin to participate on the forum. 

@Valentine SernaThe following IRS link describes the 401k participant loan rules.https://www.irs.gov/Retirement-Plans/Retirement-Pl...

I have never participated in that type of deal so I don't know how to recognize when that is the case--I just make it a policy to pass on those notes. 

I can also have higher expectations regarding their participation in the units.

I own and manage 2 single-family rentals, have rehabbed and sold a single family home and participated in a wholesale deal. 

What if you participate in a split of the profits for managing it? 

will post more about my plans but looking forward to participating in wealth management