My business partner in Southern California - @Peggy Liu is getting a lot of leads there after implementing the techniques I taught her.

What tools and techniques do you use to automate your business?

I have looked at the newer  modular techniques then saw this... http://www.gcpci.org/projects/project.cfm?

Risk is usually commensurate with return, but in real estate, through experience you can develop techniques to effectively manage/minimize these risks.If she's seeking to generate a high level of income and do so at less risk, I feel that the best option is to locate a reputable and very experienced sponsor. 

I'd be interested to know if there is a technique for notes that compares with a 1031 exchange for property.  

Keeping it simple, great technique

I plan on doing more off-market prospecting once I’m there, but I’ve found Redfin/Zillow to be decent resources…does anyone have a preferred technique to be able to find these sorts of properties?

I am going to try a few of these techniques.

Both are hospitality businesses with similar marketing techniques.

I use the same technique of buying half to fully vacant commercial spaces, lease out and refi.