He would do something along the lines of a SAFE note, where the note will be secured by future equity, and primarily looked for investors to loan that had unallocated capital but wanted cashflow (retirees, people with little time, or people that didn't have the skills to find assets that made sense financially).

Can someone please give me some notes?

What ever you do take plenty of notes/pictures and send them emails or letters instead of talking to them.

As a side note, if you do obtain a HELOC to acquire a new invest property then run that payment against the new property's cash flow instead of the property you use for the HELOC collateral. 

Thanks for the note back David.  

I'd have no hesitation booking it if I were in the area.My one note is on the order of the photos - there are several times where it appears that there are two variations on what is essentially the same photo, and they appear back-to-back.  

I’m sitting there reviewing my notes and happen to look up and realize 15 mins had passed since the time we were supposed to meet.

I also would note that the renovations completed upgrade the home: Recessed lighting, granite counter tops, new cabinets, new toilets for the entire house, new flooring for the whole main level. 

I did opt for a seat with a table so I can take notes and spread out a bit.

If a bank sees you consistently doing profitable deals, that lowers their risk.Personal Property: if you're making the money, you'll get the loan for your personal property in 5-10 years.2 Years Performing Asset: what to keep in mind with all of these "rules" is that they usually reflect rules for a "conforming" loan, i.e. one that will qualify to be sold to Fannie/Freddie as noted above.