If he has a clean record, make a separate agreement that he can stay there from (date) to (date).

Yes get different accounts because it makes tracking and recording of your business transactions easier  and also keeping your personal finances within your budget if you track it.

To be an unsecured lender with a lien to be recorded at a later date?

I feel like investors would feel more comfortable investing in us if we have someone with a successful track record in commercial real estate on our team. 

@Derek Askew Great question — you may want to look into a service that offers a nice portfolio of tools to make managing your own rental super easy (that includes tools to list your unit, screen tenants, create digital leases, collect rent online and manage maintenance requests).

If you don't have time because it's a hot property, which is likly, then try to have at least an email from the agent confirming to pay you the 2.4% and have her cc their broker of record.

And do we get to place new tenants (after screening) or your properties always come with existing tenants?

I'll include a screen shot of all the number crunching but this is what we are working with. 

When the current standards of appraisal practice were developed, including the forms and formats still in use today, an appraiser had to go down the courthouse and literally dig through deed records for data.

Make sure the property is specifically identified in the tax records as a Triplex.