So if a competitor came to me today they probably couldn’t steal me as a client for free management.

Sell & Buy a Duplex if your primary residence has significant appreciation, selling could free up a large down payment for a duplex.

Feel free to PM me @Eric Johnson.

Please feel free to PM me. 

You will probably want to pay attention to the income tax basis to any proposed transactions as well as be wary of any transfers that cause a property tax reassessment, depending on whether that amounts to a big increase in taxes or not.Feel free to reach out if you would like referrals in San Diego County in order to work remotely.

Feel free to reach out if you have any other questions! 

Our bank will let us use equity that exceeds 25% across multiple properties that are either owned free and clear or where they hold the first so long as the deal still cash flows with however much cash is brought to the table.

@Kelly Taylor who doesn’t like tax free atm withdrawals?  

You are generally correct that there is an annual exclusion for gift taxes that generally passes tax-free (of course, in all situations, exceptions apply and you have to meet all requirements to qualify). 

The single biggest advantage of selling your homestead is that you can take all the Cap gain tax free if you have lived in the home as your homestead for 2 of the last 5 years.