You need a PML who knows how to make you both money as the deals can get very custom, very quickly.

Is it segregated (only my funds in the account)- do you have an attorney on staff that reviews exchange docs and keeps them current - what is the typical time for your staff to complete an exchange ( you want to get a feel for if they are understaffed and can they get the work done on your time frame)- how many exchanges do you do a month- what is your errors and omissions insurance through, can I get a copy- what is the amount of your fidelity bond - for each occurrence- what protections are in place to prevent wire fraud- will my funds be used by the company for outside investments (goes back to the type of account funds are held in)- who will be my contact during the exchange (goes to customer service, you want one contact who you can reach by telephone)Investors should keep in mind that it is their money they are placing with a QI to hold for a short period of time and be sure they feel comfortable with the company they choose to perform this role. 

They would do no prospecting, lead generation, etc.

Social media has really messed it up for my generation.

I’ve been at this game for two decades, and I’ve found that every deal is a bit like brewing a custom cup of coffee.. you tweak the beans, the grind, and the brew time until it’s just right.

Yes, there are bad areas and appreciation probably won't happen...but rents are not declining, there are great tenants if you screen correctly, and even the C neighborhoods generate great $.

Can you generate any of these reports as well as the P&L for each property?

Second, when Boomers lose their jobs, they often simply retire, and they are an enormous generation

Overall, the setup and funding process was extremely straight-forward and the customer service was great.  

To expand, @Ben Whittington, Dennis Doss and Anthony Geraci’s firms can prepare a customized set of loan docs for you in any state.