Once you do, you'll have people who'll be able to refer you to the right companies.

The problem with taking on a second property that needs work when you already have one is when major things break in both at the same time.

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We'll sell the properties if we can't find a PM company that works. 

We are a relationship company. 

Could call the title company or transaction coordinator to validate.   

I, like you, am a managing partner of a holding company, but unlike you, we are heavy into the real estate space.

Does anyone have a company they recommend for HELOCs?

We'd love to have you interview with us at Keller Williams.While I don't think any brokerage publishes numbers, I think we likely have more investor agents than any other company. 

You want to work with private money, not residential mortgage companies for investment properties.