Funding & Alternative Lending

The Right Time to Go Private

The Right Time to Go Private

How Investors Can Determine if Private Funding is Right for Them by Andy Bates For real estate investors, one of the most crucial considerations for their business is financing the deal. Newer investors may lean towards traditional lending sources such as banks, while established investors with...

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Navigating the Funding Landscape

Navigating the Funding Landscape

The Rise of Balance Sheet Lenders in Real Estate Investing by Anthony Geraci In the dynamic world of real estate investing, securing the right funding can make or break a portfolio initiative. Whether you are flipping distressed properties, acquiring multifamily units for long-term holds, or...

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Insurance First

Insurance First

Don’t Let Overlooked Lender Requirements Delay Your Deals by Jason Jones When it comes to funding real estate deals, most investors are focused on the numbers: interest rates, loan-to-value ratio, and projected return on investment. However, there is a critical piece of the puzzle that is often...

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The Strategic Advantage of Third-Party Draw Inspections

The Strategic Advantage of Third-Party Draw Inspections

Why Private Lenders Should Partner with a National Draw Inspection Firm by Joseph Volk In the rapidly evolving landscape of private lending and real estate investment, due diligence has never been more critical. As construction loans and fix-and-flip financing continue to surge across the United...

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Time to Reinvent

Time to Reinvent

AI Is Coming for You by Rich Katz Artificial intelligence is no longer an experiment waiting for its day. It has moved from curiosity to necessity, advancing with a velocity that challenges every assumption about business as usual. The release of ChatGPT v5, the rise of conversational “chat...

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Funding Alternative Lending Strategies

Funding Alternative Lending Strategies

Four Options for the Real Estate Investor by Marc Connelly With traditional lending institutions pulling back, and 4.5 million individuals, couples, and families struggling to find suitable units amid the housing shortage, investors, developers, and homebuilders across the nation are doing their...

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A Newfound Hope

A Newfound Hope

How Investors are Shifting with the Market by Amy Daniel There is an emerging excitement for investors as activity is beginning to reignite in the space. For the last few years, there was a pause in the market as rates increased, housing costs soared, and inventory remained low. But as 30-year...

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Understanding New Construction Investments

Understanding New Construction Investments

A Challenge Well Worth its Rewards by Andy Bates Navigating today’s market often requires a sense of dynamism. Working between flipping properties and rental holds has helped many investors maintain and grow their business, but these are not the only kinds of investments available to the savvy...

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Maximizing Your Retirement Strategy

Maximizing Your Retirement Strategy

The Power of Self-Directed Accounts by John “Jack” Kiley, CPA, CISP I have been working with retirement accounts for a long time. As a young CPA, at the first CPA practice I worked for, I learned about self-directed retirement accounts. The firm’s basic recipe was to provide bookkeeping services...

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