The IRS has grown fonder and fonder of "safe harbor" reverse exchanges that fall under Rev Proc 2000-37. 

If you’re spending all of your time managing your organizing paperwork, sorting through crazy amounts of bills and making sure you’re writing checks from the correct account, balancing dozens of checkbooks, life won’t be very fun.Then again, neither is getting your *** sued.

If it's a larger organization, feel free to inquire about their different staff qualifications.2.

He presumably is a grown up and knows what he wants.

As I've grown I have 2 local bankers (portfolio lenders) I work with that I can get better rates with. 

Thanks for the response @Steve Hiltabiddle.The "Hard money lenders" I'm referring to usually call themselves "private lenders", although to me a private lender is someone you have/create a relationship with rather than a large organized business that lends money for real estate.One of the lenders I've used in the past is called Capital Funding Financial. 

If it's a larger organization, feel free to inquire about their different staff qualifications.2.

@Alessandro Cardito  Hi, let me know if you organize something soon, I just finished my renovation project and would love to meet up to see what everyone is up too.

If you buy at the top of the market and in an area that's already grown up, your appreciation will be dramatically less.

It forces you to be organized.