Pretty clever, make products with a side effect so you can also sell the solution to the side effect. 

what will be the most cost effective tool to evaluate residential properties? 

If we use an example of a $1 million gain, and assuming the seller is married and hence qualifies for the $500k exemption, then the effective rate is 1/2, so around 8.5% plus ossibly another 3.8% or 12.3% effective rate exclusive of the subjects decision to live in a high tax state. 

After doing this successfully 5–10 times, I’ve found it to be an incredibly effective strategy when approached carefully.I'm curious to hear from others who are pursuing similar strategies.

If your 401K is with your current employer, it is (effectively) impossible to make it an SDIRA. 

Understanding the psychology behind effective communication4.

Compare the 1st/2nd scenario against a cashout refi on the basis of the effective rate at the end of each year until maturity/expected payoff and the global cashflow. 

,,,,, and I just got off the phone w/ the lawyer who created the deed and he confirmed what you say that the lease remains in effect

It's been much easier and more cost effective for me to manage than an actual hot tub.

Also, how effective is their CRM—does it integrate well with other tools, and does it offer automation for follow-ups?