Currently I'm looking for some kind of methodology, software or app, that I can use to manage the properties, which will allow for another family member to step in to my role relatively seamlessly if I were to pass in the future.

Finally got it straightened out and Newrez did waive the late fees because it should have been a seamless transition and was not.

It sounds like you need a reliable and trustworthy partner to help you navigate this transition seamlessly while keeping your solo 401(k) on track.I’d highly BiggerPockets Partner for this, Equity Trust, a top-tier custodian in the industry.

Most Heloc rates right now are around 7.75% to 10% so if you look at your blended rate between your fist and Heloc you would be better off doing a cash out refinance.A lot of people forget or simply do not know that if you do a cash out refinance the rate does go up but in 12 to 24 months if you do a "rate and term" refinance you can get it back down fairly close to where it was at prior.

Boring Can Be Beautiful, But Location Still WinsWhile I agree that boring markets offer steady cash flow, I’d argue that markets with a blend of stable tenant demand and tourist appeal like areas near U.S. military installations in Germany strike a better balance between cash flow and appreciation.

Communication with tenants, rent reminders, maintenance requests, etc have all been seamless. 

For me, the only thing that works seamlessly is the AppFolio integration, which updates every 6-12 hours without any issues.

You want a platform that seamlessly integrates with your CRM and customizable for your business.

Here’s the approach I’d take, blending strategy and action: 1.

With $750K, start by focusing on cash-flowing rental properties in stable markets like Indianapolis, Kansas City, or Birmingham, blending appreciation and income.Use financing strategically to scale while preserving liquidity for value-add opportunities like BRRRR or small multifamily properties.Allocate a portion of funds for flips or mobile home parks to diversify and boost capital.