A consoldiation exchange is frequently used where an investor will sell several smaller properties and 1031 exchange them into a larger MF property. 

It's no guarantee but it's a good place to start.

Send me a DM if you want a copy.

There's no real hard and fast way or only 1 way or doing your first 2 points. your subject line suggests you're not looking to go to a large shop like a JLL or a CBRE which honestly I don't blame you those offices are usually pretty bloated.As far as monthly costs, if you are going to individually get a costar or other such license you are probably looking at $500-$1000 a month pretty easy in overhead once you have office dues, mls dues, marketing, etc. 

Hiring a manager or Pad Split still means you’re in the BUSINESS of running a rooming house. 

I’ve done a HELOC to help get me my first two rentals.

You maybe be able to manage a house or two from a distance but a house or two will not get you what I think you're looking for!

We are based in NYC but are considering (as of now) locations outside of NY but within a 300 mile radius. 

Sure @Kumar Gaurav, A refi without a 1031 is perfectly fine. 

And so it was a pass..