My company provides an all-in-one solution for clients.

Selling multiple properties in a 1031 exchange to consolidate funds for one investment property is allowed, but the property must initially be used solely for investment.This post does not create a CPA-Client relationship.

@Mattin Hosh I work with clients that invest in the Memphis and several other markets in the South.

Would it be wise to use a HELOC on our current residence to use for a down payment on a new propertyHi David, as someone who works with a lot of OOS investors, I would let you know that most of the clients I work with have never physically visited when buying their first investment property - the most important thing is working with a great investor agent and doing proper due diligence.

That just has been a go to added coverage here for my clients.  

This is what my company does for our clients..

Sales is a time-intensive venture, and it takes years to develop a pipeline of clients.

I've trained people at my jobs when I was a senior accountant to controller.I've used Yardi Enterprise (old desktop client software)Yardi Voyager 6s & 7sYardi Genesis2Reason why I say you won't be able to find a tutor is because no one is going to spend $15K a year to use as a training platform to mentor and tutor people.

I've shown clients/partners properties everywhere from Rockford to Kankakee, doing what I can to show them that sweet spot.  

I have a former client in PA that owned some car washes in his hometown.