Hey Michael - in addition to the other basics already mentioned, ask for rent rolls. 

That usually means they’ll either (a) say no outright or (b) charge you so much in points/interest it kills the deal.Couple thoughts:Refi + new HELOC: If you refi to roll the old HELOC in, your payment/tax bill goes up, but you’re basically resetting the deck and giving yourself a clean slate for a new HELOC.

Rehab loans like a conventional renovation loan or hard money into a refi can work if you’re rolling purchase and rehab together, just make sure your numbers leave you with equity and positive cash flow when it’s all said and done.

You need to show at least 5 exits completed in the last 3 years...You can also roll in the payments to the loan. 

If you’ve got a Zillow/LoopNet link, rent roll, or offering memo you want screened, reply here or DM me and I’ll run it for you (free).I’m mainly looking for feedback: does this save you time, and would you use it if it were a web app?

I was advised that I could take the money from my STR and roll it tax free into an opportunity zone fund. 

Kelly, I use DSCR loans personally for my own portfolio, and one of the big advantages is simplicity — everything (P&I, taxes, insurance) is rolled into one payment, which makes cash flow easier to manage.1.

He kept rolling that money into more and more projects.

Since you want to get into investing, it would be smart to roll it into a property close to where you will be living that you can easily work on, build a network and team, and place tenants.Let's connect!

The management company I've worked with for years merged with another which recently did roll out such a benefit package to my tenants with their lease renewals this year.I tried self-managing back in the beginning (years ago) and made plenty of beginner mistakes - a tenant who turned the spare bedroom into a weed-smoking group meditation room, a tenant who let the oil tank run dry three times (I've since switch all prop to gas), and even my first management company I found was skimming off the top.