With equity investors, its a bit different as those are longer term relationships that I want to foster...so again I yield to their desires (within reason)...even in cases where the smart financial move (for that deal) would be to buy them out as early as is feasible....I will let them play longer (and make more money) and then buy them out when I know I have the next deal on deck. 

I'm looking to get a local bank who will hold my note in-house as I build my portfolio which can hopefully turn into a relationship with them.

We are looking to establish a reliable banking/financing relationship because there are a number of other deals we will be looking at doing sooner than later.   

The initial goals of the workshops would be to present information to open them into the concepts of using retirement money for investing, and to provide them with the sites of the companies that are admins/custodians of these type accounts, so they can do additional research, and to also point them to the SEC info.In holding these workshops, I'm looking at establishing “Pre-Existing” and “Substantive” Relationships; realizing that this is a long-term strategy.With the idea of it being passive for the investors, my thought is for them to invest in my LLC, and then the LLC buys assets, which I'm thinking to focus on commercial; possibly businesses with strong cash-flow that are also selling real estate as part of the transaction.I'm also thinking, in the workshops, to possibly include those with equity in their properties.

I let it happen in the spirit of a good relationship, but they they are trying to claim lease technicalities with me, when they've clearly violated the lease multiple times. 

This is why relationships are critical.

Local economies depend on them and it’s a symbiotic relationship.  

They have excellent credit and their goal is to get about $200k in capital to deploy for other investments.

The only annoying thing is that I collect additional information that cozy doesn't (references, bank info, etc.) which means I have a paper application + cozy.FWIW, I've allowed small dogs and cats in my unit but say they're negotiable...I don't want to disqualify an otherwise excellent tenant because they have an animal. 

You're not always merely interviewing PMs, but more importantly you're building a relationship.