I added value to the deal by retaining the 3 long-term tenants on the upper level, providing immediate cash flow, while planning upgrades to their units to justify future rent increases.

I added value to the deal by retaining the 3 long-term tenants on the upper level, providing immediate cash flow, while planning upgrades to their units to justify future rent increases.

This may actually be the best method to prevent the sale from being discovered, but of course there are other potential pitfalls.Under federal law a transfer to a trust where the grantor retains the beneficial interest WOULD be exempt from the DOS... but notice how in the context outlined above the exemption would disappear.

I felt that it was very well done, covered a significant amount of material, had a friendly and motivational feel, and was a good experience and a worthwhile value for $1500.

Lots of material online.  

While contractor availability and supply chain slowdowns are challenges, they plan ahead by securing labor and materials early and building in project buffers.

That's $1,000 plus materials.

I consider her a friend but I was thinking about retaining another agent.

If the pumper pulls out inappropriate material you can address with tenant. 

Taking the time to plan and invest in quality materials or professional help usually pays off with fewer repairs and greater peace of mind.