My client had some things come up that prevented her from executing, but these were some of the options I had put together for her, a regional bank, a regional CU, and a national bank.Reminder that NOI sizes CRE debt, and that's often what determines the down payment requirement, not anything to do with the client or particular lender, just the property itself.

If the difference is too much then they will purchase multiple properties using all of the proceeds.

But you have to purchase new investment property of at least as much as your net sale to avoid tax. 

I found it very unlikely that the government would not want to get their piece of the pie, especially if they had purchased a new primary home.Donyou have a Tax Code or Publication Number you can share so I can study up and understand your thought process more in depth?

In that case, the GP, who was a cheating SOB, issued a K-1 allocating cap gains [§1231 gains] to my Client, who was a minority LP.  

Over half of my clients are remote Buyers, so I've gone through the STR transition process with lots of investors over the past few years.

Congratulations on the duplex -My investor clients have acquired several multi-family investment properties locally in the market I operate in Northwest Indiana - Figure out your personal investment objective for the next 4 years and align yourself with the next property that make sense in this current market environment-

Reminds me of a client I worked with in Austin who faced a similar problem.

I ran the type of numbers I would do for my CFO clients and came up with the following proforma: https://drive.google.com/open?

Both partners should consult a CPA to evaluate potential savings and optimize their tax strategy.This post does not create a CPA-Client relationship.