I see the same value in getting license to be more legit in the eyes of investors, banks, and also I would like to build some ADUs/rentals for others..  

To me being a real investor friendly agent comes down to being able to get into the weeds as the devil is in the details but also being able to zoom out to 30K feet and see the market as a whole and advise accordingly.  

Still would wait on refi's too, but good to see the blunt instrument beating the RE market has been put back in the closet.

After checking the online portal, I see the current balance is over $3,100, and the water was shut off two days ago.

I’m trying to have him see the bigger picture if he puts money in tax advantage accounts first and strategically uses a tax professional, that he will be able to offset his high tax bracket w2.

If I can purchase properties in the right neighborhoods, then I could possibly see the higher-than-average rent growth.

You mention he wants to use it....that can create friction in a partnership.From a partnership arrangement I dont see the benefit here.

What should I have the realtor look for when he goes out to see the properties?

Then call client, or better yet, ask if you can meet in person and see the work, then ask them same.  

I do like the industrial sector and I can see the stability in it, just like you can with mortgage notes.