There is a large population of low income persons who are poorly integrated and somewhat centralized.

I personally think it is best to work with local professionals with a good track record. 

I personally don't know of their group but figured id link that article since i remember reading it and the name clicked. 

Personal finance is as much behavioral as it is math.

These are usually from personal connections we have made through the years and the investors usually want proof of experience to participate in any deals.Can you recommend any lenders in particular for SBLOC product?

I don't know if they still do it but if memory serves a few years ago TD Bank would do a HELOC on a rental in second position but only if it was titled in someone's personal name. 

By year end I will tackle a MF, value add with my son that would be sweet if we can swing the coop/tic (handling the finance challenges is the hurdle) so he ends up with a unit at below 50% of retail.  

Again why is your agent not handling this.. ???  

We've not met in person yet, but know each other.

My attorney that handles SEC registration told me something along the lines of $1.5-2M as a minimum if I remember correctly.