The thesis, bring institutional expertise to Main Street investors. 

Finally, Congress should consider adopting a system that taxes capital gains as they materialize, not only when the investment is sold."

Milken Institute's Annual Ranking of Best Performing CitiesLocal Market MonitorFFEIC.govcensus.govERBISome of these you may have to dig a bit deeper and some you may have to pay for.

[this was the only good news, but would require some hoops]Am I not asking the right questions or am I not going to the right institutions?

New always sells first and sells for more to higher end buyers and institutional investors.

Back when I did institutional building construction it was the economical alternative to Concrete block walls.Unfortunately I don’t have any great answers for your questions 2 & 3 except try to talk to your door and window companies thats also service the commercial / institutional building markets.

Stay away from the large banking institutions.

I like your methodical approach - it reminds me of when I interviewed adoption agencies when we were adopting our son!

I’m considering HELOC any advice on funding institutions thats will offer HELCO on investment property as opposed to primary property?

And then they’ll look at the experience of the borrower, and then the borrower’s credit rating, but they are not really going to go much deeper than that.If it’s an institutional lender, they ask for all of these things (the borrower, the asset, and the credit rating of the borrower), but if it’s your normal IRA/401(k) lender, they are less likely to go into that amount of detail but are going to focus mostly on the person and the asset as a general rule--the relationship.