Get big enough to keep a bank interested and competitive and then reach out for another relationship every so often.  

I am a newbie wholesaler looking to gain experience and build relationships.

I talked to them over the week end and the most they would tell me is they are a Delaware company, didn't share their corporate name, but they certainly wanted a lot of information from me, such as bank statements, copy of social security card, and a lot of other stuff that I just don't feel comfortable in giving out to anyone that I don't have any kind of relationship with.

Historically, I've been investing in low income, inexpensive houses because they're affordable enough that I can buy them with regularity and they provide strong cash flow.  

For me personally I do both so I am sure to make the distinction.. and a happy JV partner who your giving an opportunity to can create some very long term and lasting relationships that are rewarding for both parties.

No matter how much screening you do or rules you have in the rental agreement, your tenants can be a contributing factor.I'd rather improve a neighborhood with involved citizens, grant money, the support of the city, and relationships with other landlords than have it legislated.

I'm curious if any note investors have spent the time cultivating relationships with financial planners or advisers in order to gain access to their pool of clients?

To know the value you would need some historical data, and some very good management cost numbers.

If I were you, I'd find a realtor that you want to work with, establish a relationship with them, and use them on your MLS deals, and as such, you can call on them to show you houses because they know they'll make the commission if you decide to buy.

More than likely they are going to be your best interest rate and a place you can build a relationship with if you want to purchase any other properties there.