Yes, welcome to the comfort class.
My first ‘bent was a V-Rex. My first cross country tour was with the standard gearing in 2003 when I was 57. With an underseat and rear rack, I had a decent luggage load and the hills on old US 40 (with all its names) in Maryland were right at my limit.
By the time I rode it from Puget Sound to Portland Maine for my second cross country trip I had a 20 tooth, titanium granny on the front and correspondingly lower middle and “big” rings. That made climbing much easier.
I always envy Mark’s ability to balance. I could keep the V-Rex under control down to about 3.4 mph but that was the edge. I found climbing the divide from Helena on US 12 in 2011 on the way home from Boston with no shoulder and truck traffic to be a bit stressful and began to think about getting a trike to allow me to climb as slowly as needed.
A second factor led me to get a new rig: in 2007 in Nebraska and elsewhere I found I was getting headaches from the expansion joints on concrete highways. On a diamond frame one can lift off the seat to absorb those jolts. On a bent, not so much even if a little.
I settled on a HP Velotechnik Scorpion FS. It’s fully suspended and makes the jolts much less of a problem. It has underseat steering which turned out to be at least as comfortable as the V-Rex flip it oss. I got it with both the three speed rear hub and a 27 speed dual derailer. I have a lot of overlap in the gears but the key thing is my lowest gear is 9.7 gear inches or so and my top is still above 100. I can basically climb anything that is paved. In 2003 I got off the C & O canal path pretty quickly because it was too rough for my comfort on the V-Rex. In 2013, I cruised the tow path from Cumberland to Harper’s Ferry, sometimes slow, sometimes as fast as 14 mph, on my Scorpion, letting the shocks absorb all the bumps and not worrying about skidding on sand or mud. It is a fantastic touring machine.
Mark is right about getting ‘bents into hotel rooms. The V-Rex is not really wider than an upright and works fine in any motel with a decent elevator or straight stairway. Many tight bends yield to dancing it on its rear wheel with the front held high. Older Super 8s, however, are usually a pain. When I need to push it through a lobby or the few times on a hill, it’s easy to push the back of the RANS seat and steer it by tilting. The Scorpion is wider and can be a challenge. Removing the fairing is a start, rotating it 90 degrees will help, and some times folding it is the answer but unfolded usually works better for doorways. Folding is most valuable to get inside our Toyota Matrix.
For commuting, my original purpose, the V-Rex is nice because your head is high and it actually is quite maneuverable in traffic though I never tried jumping curbs. The Scorpion is quite low but so different that it is noticeable to some folks in a way an ordinary bike might not be. Nonetheless, I run two flags to keep peace at home.
From what you have shared, it sounds like the difference in height between the cranks and your seat may be very important. I have come to prefer the roughly equal height of the Scorpion over the slightly lower feet on the V-Rex. I offer that only to note that sometimes, some folks can adjust, and other times, other folks know what is uncomfortable and shouldn’t fight it. The trick is to know in which set one actually resides.
The next issue might be the seat. If I could easily put a RANS seat on my Scorpion, I’d cheerfully spend $500 to do so. The trike’s seat is ok but the RANS seat deserves its widespread praise. One thing I learned, however. Until I learned to spin properly, I went through a seat back mesh roughly every year as I powered up hills and down the road. An injury when I reached a hill too big for bad technique induced change and the progressively lower gearing and longer life for the seat backs and as well as knees. My major complaint with the Scorpion’s seat is having it hold me from sliding forward. It’s hard to get the angle just where I want it.
Gearing you can control on any rig. I recommend getting it delivered with no bigger than a 22 tooth granny. You don’t need more than a 44 up front. The rest is taste.
I very much like having a generator hub so that my front and rear lights can be on at all times and so that my batteries never run low.
Some folks don’t like clipless on ‘bents. I gashed my shin the first week end when my right foot slipped off the pedal on my V-Rex. in 15 years, I have failed to unclip only three times and each fall was sufficiently gentle to avoid injury. The few times I have crashed, my feet remained clipped in and I avoided joint damage. Between the wide seat back and the handlebars, the V-Rex actually gave me a bit of a cage. I had road rash and one time when a stick jumped into my front wheel a gash from the big ring on my thigh but no injuries that slowed me for more than 15 minutes to settle down, to clean wounds, and to recognize that I was too far from home (e.g. North Dakota and Massachusetts) to call for help. I have been told that folks that lose contact with pedals can suffer “leg suck” when the ground friction drags the leg back. Perhaps that is only legend. I also find that being clipped in makes spinning much easier.
With the V-Rex I carried two sets of spares for the tires and tubes; with the Scorpion I can get by with one set but end up with one set of spare tubes and different tires for the front and back. Schwalbe has trike specific tires that are much better on the front of the trike. On the back, which is more of a pain to remove, I run the best touring tire in Schwalbe’s current 20 inch line for extra flat resistance and longer life. I carry more tires and tubes than some because I’d rather fix flats in the comfort of my motel room after I’ve had dinner. I also tend to get about a thousand touring miles out of rear tires and 1500 or so from fronts on the V-Rex. I don’t have that much experience on the Scorpion yet but it looks like it might be comparable. If I start out with a decent inventory, I have a shot of getting across to the other coast without resupply. In 2013, the light weight Marathons didn’t cut it and I needed a resupply by mail from Hostel shop to a motel in Wyoming.
During the process of exploring lower gears, I inadvertently learned of the Q-factor, the horizontal distance between the pedals. My store set me up with pedals that were too far apart and discomfort followed within minutes. All depends upon the curvature or not of the cranks.
The Hostel Shoppe Catalog is a very good and provides a nice introduction to a range of ‘bents. And the web as well. The likelihood is that a trusted, local bike shop can get whatever you want though being able to try them is invaluable.
So the bottom (pun intended) line is that ‘bents for most of us are more comfortable, they can carry luggage, underseat is very good on a two-wheeler, trikes are even more comfortable but have their costs and disadvantages, and most of them can have all the bells and whistles one can imagine.
As to your traveling companion, unless your best friend is large, I would try for something on top of the rear rack rather than a trailer. The rig would handle better, “parking” and motels would be easier, and your buddy might like looking over your shoulder better.