Working with a 1031 exchange specialist can also help keep things on track.Bottom line: Start early, have backup options, and consider a reverse exchange if timing is a concern.

When I list this asset on my PFS, I list the value of my ownership units, not the gross value of the real estate and my “share” of debt. 

I can only really speak to using PPC for marketing apartments so I'll share a few nuggets there. 1.

The rental market here is really good and id love to share more info on that Birmingham is one of the worst appreciation markets in any major city in the US. 

Have a strong partnership agreement that clearly defines roles and responsibilities, profit sharing, exist strategy, etc.

Glad to share my experience and information if anyone is interested. 

@Joel Bongco can you share what changes you had to make to FUB to make it work as an investor CRM?

These items have me slightly concerned and weighs on my decision, making me want to "take the money and run".Question: Would you sell, abandoning a 3.125% interest rate, $1000/mo cashflow (which I believe would be roughly halved if a loan were taken for the capital improvements to the larger property), to lock in the equity gains tax-free made since 2020?

Then, we share them with our clients.

Is this a concern for other users?