Member Spotlight | Alex Kaddah
Our October Member Spotlight shines on Alex Kaddah, Lead Data Analyst at Liquid Logics! Alex has worked with Liquid Logics for the last 6+ years but found his niche in data and analytics for the [...]
Fund Management Journey Phase 3: White Labeling and Attorneys
Third in a series detailing how one lender navigated the daunting task of establishing a private money fund. I thought we would be further along our fund establishment journey than we are. When my partner [...]
A Guide to Creating Better Relationships with Wholesalers
Fostering strong relationships with wholesalers will lead to more deals, profits and success. As a private lender, creating solid relationships with wholesalers is critical to the success of your business. You will gain access to [...]
Vetting Insurance Coverages, Policy Forms, and Agents
Understanding appropriate coverages for the situation and working with reputable agents goes a long way to protect both the lender and the borrower. Insurance, often viewed as the less glamorous side of a business transaction, [...]
Balancing Your Fund’s Asset Portfolio: SFR, Multifamily, and GUC
Asset diversification is key to maximizing your returns and minimizing risk—and makes your portfolio much more attractive in the current real estate environment. Real Estate Investment Trusts (REITs) have become a popular option for investors. [...]
Leading During Economic Uncertainty
A senior executive in real estate and finance offers his perspective on the three keys to navigating turbulent times and emerging stronger. All business leaders face challenges during their tenure. Some challenges are internal, involving [...]
Member Spotlight | Scott Ward
Our September Member Spotlight shines on Scott Ward, Director Commercial Lending at Caz Creek Lending! Scott has had a successful career in the finance and entertainment industry for the last 20 years while being a [...]
Private Lending’s Multiple Funding Flavors—Which One Is Right for You?
These guidelines will help you successfully navigate your capital options as you set up and grow your private lending business. So, you decided to become a private lender—but that’s about all you’ve decided. There are [...]
3 Things You Must Understand About Your Borrowers for Bottomline Success
Perfecting your strategies for conducting borrower relationships, getting a deal back on track, and hitting the brakes when needed are critical skills to keep your business on schedule. In the real estate investment industry, one [...]
Default Interest: Best Practices, Guidelines, and Thresholds
Consider these protocols for when to charge default interest and how to develop a default interest policy. Many lenders have provisions in their loan contracts to charge a higher interest rate if a borrower defaults [...]
Investor Relations Are Really Sales
By taking some tips from the retail sales playbook, private lenders can maintain mutually beneficial relationships with their investors. Here’s what you need to know. Do you know it’s illegal to advise anyone to invest [...]
Lender Chooses Bridge Loan Solution Over Foreclosure
Working with a trusted borrower, balance sheet lender We Lend chose an alternative to foreclosure when construction on the property did not progress as the loan reached maturity. The Situation Just over a year ago, [...]
Comparing Year-Over-Year Loan Data: Q1 2022 to Q1 2023
Analysis of the first quarter year-over-year changes reveals that market conditions have exerted pressure on both private lenders and borrowers. Despite a decrease in volume, lenders have displayed a heightened risk aversion by opting for [...]
5 Steps to Structure Your Company and Its Personnel
This is the second in a short series covering the practical aspects of creating and maintaining efficient private lending operations processes. How do we make our companies more efficient, more productive, more scalable? The biggest [...]
Disrupting Construction Risk Management
Accurate and timely construction draw management is critical to mitigating risk for banks and lenders. Embracing the data available through new technologies will create a paradigm shift. Construction draws are the disbursement of funds from [...]
Residential Due Diligence in Today’s Market
The rising cost of materials and labor combined with a pinch in the skilled trades and supply chain have made it increasingly important for lenders to determine whether a borrower’s plan for a property is [...]
Member Spotlight | Susan Naftulin
Our August Member Spotlight shines on Susan Naftulin, Managing Member at Rehab Financial Group, LP! Susan founded Rehab Financial Group with partner Jeffrey Goldberg in 2009. She has had a successful career in the mortgage [...]
Real Estate Investor Demand Turned a Corner in Early 2023
Higher demand bodes well for the retail market and benefits sellers and distressed homeowners. Demand from local real estate investors turned a corner in early 2023 after bottoming out in late 2022, a good sign [...]
Understanding Draw Management
Lenders must help borrowers understand the intricacies of draw management for their rehab projects, including how draws are tied to budgets, timelines, inspections, and other common issues. Draw management is a significant factor in whether [...]
Mortgage Fraud—The other “F” Word!
Understanding what to look out for will help you recognize the house of cards scenarios fraudulent borrowers may attempt to build. As a private lender, mortgage fraud is and should be one of your biggest [...]
