@Landen Amann, you're referring to a 1031 exchange. 

The tax benefits refer to the tax deductions from mortgage interest and property tax.The returns mainly rely on appreciation, and the cash flow only improves in the last few years, also depending on securing the 5% refinance rate.I've learned a lot from this forum, but as I start to operate on my own, I'm still not completely confident.

I would also consider talking to her broker.Also, has she provided references from BiggerPockets or Google Business?

Airbnb with a minimum of 1 month stay could be a good reference too. 

This can encourage positive word-of-mouth and build goodwill if they’re ever a reference for your property.Ultimately, focus on fairness and clear documentation.

I was referred to the actual developer, Rebar Development, by City of Fishers and am waiting to hear back from their Corporate Counsel.

I was referred to them from a turnkey company. 

Many DSCR programs require an investor to have a mortgage history- there are some DSCR mortgage programs that will work with investors who are renting- some refer to them as first time home buyers (FTHBs)- DSCR loans are only for investment properties where the owner isn't living there.

For future reference, what @Charles Carillo said is very good advice.

Originally posted by @Brian Eastman:@Roman Stefaniw@Chad Urbshott recommending Olympia Trust and the like is what I thought I was referring - which is self-directed plan itself.