We absolutely prioritize growing our clients portfolios and they still account for close to 65% of our monthly closings.  

Most reverse exchanges are done with cash from the client or a private loan of some sort from an individual or a portfolio bank.When your old property sells you will have that cash in your account to purchase the new property. 

From my experience, here are a few property management companies that my clients have worked with:ERA Solutions: They have a strong presence in C-class neighborhoods.Realize Property Management: Better suited for A and B-class neighborhoods, though they do manage some C-class properties.Ohio Elite Management: Primarily focuses on B and C-class neighborhoods.

I give advice around this topic to clients every day and want to know if I'm missing something. 

I once had a client who sold a property in California and used a 1031 exchange to purchase in Arizona, thinking they were in the clear.

All 3 are great books to read, and give to your clients.

Hi Chad, @Denver McClure and I are working with a client on a 1035 scenario right now and it is an easy process.

When you have a client that needs management, you refer them to your preferred PM for a fee.

A lot of my clients buying in FL are happy with minimal return but are buying for second homes, tax benefits, etc.I would stick with value add - with refi you can still achieve high CoC and a good equity position. 

If you want to avoid partnerships, bring them as lending partners vs equity partners.This post does not create a CPA-Client relationship.