Someone referred him a few weeks ago for me and he is working diligently to get me some solid rates.

But your QI for the 1031 can form a holding entity called the Exchange Accommodating Title Holder and actually take title to the new property to hold it for you. 

In my experience, you can add up all your housing expenses, then using the proportion assignment on form E to simply state what % of the house is owner occupied.

The usual way would be for me to put my name and/or partners after my name  so my end buyer will be closing.

As to whether an LLC or LP (or some other form) would work better, that will depend on local tax laws.

I feel like sometimes I see so much potential in REI and what it could do for me that I almost overwhelm myself with the thoughts. 

Account Closed Permitting is the easy part if the designer does a good job designing, labeling, and filling out the correct forms, you will be out in 1 month.

I use my application as a resource that has all of the pertinent qualifying info for me to help make my decision.

They may be fine now, but in the summer the heat gets through the first layer of shingles and the second layer will eventually curl, causing flat pockets of water to form that will eventually leak down through and destroy the sheathing and the rafters/drywall underneath.

Is there a basic form I can use that would cover all of that?