This can include coordinating around tax strategies, estate planning, and cash flow management—all while considering your real estate portfolio as part of your larger financial picture.

He has also played a key role in facilitating communication between the new tenants and myself, ensuring a smooth coordination of arrival times and addressing any specific needs they may have.

Trust is my weakness with Lenders and Agents because in every Podcast I listen to about what went wrong in a deal, it stems from not having coordinated the right team.

If you truly want to protect yourself against STR regulations and ensure the value of what you purchase can be transferred (this last part is important) only buy where these three principles apply: (1) the use is allowed, (2) the use requirements are protected by in place permitting and licensing and (3) the permissions are transferable through a sale.

Have had quite a few clients use their 1031 exchange funds for a single purchase or multiple purchases (like you're planning).We coordinated same-day closings for financing on the multiple-purchase scenario, but I'm not entirely sure if that is a necessity.

Showing occupied properties can be hard to coordinate and should only be for serious buyers. 

I've been told to "Wait a few months before transferring the Deed".

If you're in escrow and you haven't created an LLC yet (CA / AZ) the lender may not allow you to transfer the property out of your personal name and into the LLC. 

Only way you made money on this deal, and avoided everyting being eaten up with title & recording fees and transfer taxes, was by flipping the contract - also known as wholesaling.Why can't you just call it what it is?

Usually, we have the contractor coordinate entry directly with the tenants.