Meeting with my Credit Union

[Joshua Adams]

Hello Friends,

A few weeks ago I opened an account with a credit union in my area. The banker asked me if I had any investment goals that I would like to discuss with one of their Financial Advisers. I mentioned real estate investing. Fast forward one week and I get a call from an adviser wanting to schedule an appointment with me to discuss my goals in real estate and how they can help. My meeting is tomorrow... 

I'm new to REI, so what would be some good questions to ask that would make a good impressions on him to where he would want to lend me money without sounding like a complete novice?

[Ned Carey]

First of all don't pretend to be more experienced than you really are. The adviser will see right through that. 

I would be asking what types of loans do they make. What is their "Sweet Spot" or there preferred loan? Do they like to lend on SFH, small commercial, small multi family?

I wold also ask what do they expect from you in the way  of cash reserves, credit scores, down payments etc.