Real Estate Friendly Business Banks in NorCal

[Kendric Ng]

Hi, all. I've just set up an LLC for investment holding purposes (owning other LLCs for real estate and other assets). I'd love to know what types of services I should be looking for in banks that offer business checking/savings accounts. Referrals in the Bay would be great! (Peninsula or San Jose).

Also, besides bank accounts, what other types of services should I be asking about (e.g. asset management, % of customers who invest in RE, etc.)? I have in mind building long-term relationships with my potential relationship manager and bank. Hence, I would like to step on the right foot and build my relationship with them on a high note, so I want to ensure that it's a win-win for both the banker and me and not waste their time.

Appreciate your feedback!