Any assistance would be greatly appreciated to access the PDF/download to those items mentions.

Matt Beam is who I work with there they should be able to assist. 

Happy to offer up some more insights if you're interested.

You can explain to the Realtor that if you don't do this, then it has to be a cash buyer and they will offer less.

Focus on how to juice cash flow if possible (rent by the room, separating spaces, etc.) or decreasing expenses (assuming a loan, looking at new build incentives, aggressive offers w/ rate buy downs that work for you, etc.) 

He is a mentor of mine as well, and is not so interested in making money but rather he told me that he likes to see 7% in his passively invested accounts, so I offered and he accepted that I would pay him 8% APY On the principal that I borrowed. 

We are currently offering 12-16% interest to our private money investors which we feel is a strong offer in this market.

We just made an offer on our first deal.

So if you're buying a stabilized cash flowing asset, the returns you'd have to offer a PML would be lower.

They offer wealth management but they also offer joint venture deals where they look for partners to purchase Multi-Million dollar REI portfolios.