If you are concerned about losing benefits under Prop 58 or Prop 13, that can represent huge dollar amounts that it is worth paying someone to opine on your specific situation. 

My biggest concern is the growing lack of good domestic NPL inventory.

In moving forward what other things we should we be concerned with? 

Still $20k out of pocket, but less than the $40k.My main concern with investors taking on ACV is that their agent has not walked them through all of the claim examples for the investor to make an informed decision. 

If your not too concerned with cost, I'd check out McNees.

That would be my only concern unless you have a lot of experience. 

It sounds like you’re doing what you can to rectify his concerns.. but if he is not cooperating- then what else can you do ?

Strangely, they are less concerned with a refi after your 1031. 

If they do, they have a chance to express their concerns and we have a chance to listen.

Anyway, I am looking at doing my first BRRRR and have considered two paths to getting the 'B' done with a cash offer:1)  take a HELO out of my existing rental to supplement the cash I have on hand for the full amount of purchase2)  partner with someone to supplement the cash I have on hand for the full amount of purchaseMy concern is, even though I have excellent credit, will using the HELO for the purchase hinder my being able to complete the refi on this BRRRR?