@Diana MuresanI was a long-time former wealth banker running the division for an international bank; I also ran the joint venture for an international ocean front builder and a national mortgage lender. 

If I ever decide to venture into his corner of the sandbox, I'll be sure to give him the full dose of my standard due diligence.

I'm a rookie real estate investor, not a venture capitalist.

I am a Real Estate Broker and General Contractor. I have always done development deals myself and never had partners. I have 2 bigger deals I want to do and need investors or partners. I can turn key these deals. Deve...

When meeting with clients the first order is to discuss (A) their personal assets, (B) break down their current investments portfolio and other business ventures before discussing any (C) future goals.

This gives more experience and folks who wanted to lend would have additional confidence that you ventured on your own.There is a value to go for debt partnership (fixed interest) vs. equity partnership (50/50 ot 75partner/25you etc.). 

Much rambling but I’m excited to the point of losing sleep over starting a new venture.

Is it part of a joint venture or large corporation? 

I do the same, I use a HELOC to make stronger offers (or I did, but I have since ventured into multi family syndication and raise money with my investors)Use a HELOC to make a strong cash offer, generally buy the property for below market value, build equity into it, and then refinance and repeat!

So, more of a passive investment - buy and hold wealth building venture.