How to Conduct a Comprehensive Risk Audit of Your Private Mortgage Note Portfolio in 7 Steps For private mortgage note holders, protecting your investment goes beyond the initial transaction. A comprehensive risk audit of your portfolio is a critical, proactive measure to safeguard your [...]
Secondary Note Market Surges as Investors Seek Yield: What It Means for Seller-Financed Note Holders In a dynamic economic landscape marked by persistent inflation, rising interest rates, and volatile traditional markets, a significant shift is occurring in the financial world. Investors, increasingly starved for [...]
Regulatory Watchdogs Eye Private Lending: New Focus on Risk Stacking in Volatile Markets The private lending sector, a rapidly expanding segment of the financial market, is facing heightened scrutiny from regulatory bodies across the globe. A new focus has emerged on what regulators term [...]
A Real Estate Investor's Compass: Navigating Lender Reports in Private Mortgage Servicing For the discerning real estate investor, particularly those engaged in private mortgage lending, the journey doesn't end once the loan is funded. In fact, that's often when the true work of oversight [...]
The Power of Partial Payments: Structuring Effective Repayment Plans in Private Mortgage Servicing The Power of Partial Payments: Structuring Effective Repayment Plans in Private Mortgage Servicing In the dynamic world of private mortgage servicing, challenges like borrower delinquencies are an inevitable reality. While the [...]
Why Your Investor Reporting Strategy is Key to Scaling Private Mortgage Deals In the dynamic world of private mortgage lending, building a robust portfolio of deals is often seen as the primary challenge. Yet, many experienced lenders and brokers understand that originating a deal [...]
Deed in Lieu Process: What Private Lenders Need to Know from Start to Finish Deed in Lieu Process: What Private Lenders Need to Know from Start to Finish In the dynamic world of private mortgage lending, navigating distressed assets is an inevitable part of [...]
7 Red Flags Indicating Dangerous Risk Stacking in Your Private Loan Portfolio The world of private lending offers incredible opportunities for lenders, brokers, and investors seeking higher returns and more flexible terms than traditional financing. However, with these benefits comes a unique set of [...]
Accelerated Retirement Planning: How a retired couple sold a portion of their owner-financed note to fund immediate medical expenses, demonstrating quick access to capital and strategic financial management. Client Overview Mr. and Mrs. Thomas and Eleanor Miller, a charming couple in their late seventies, [...]
Beyond Returns: The Intangible Value of Excellent Investor Reporting Beyond Returns: The Intangible Value of Excellent Investor Reporting in Private Mortgage Servicing In the world of private mortgage servicing, investor reporting is often perceived as a necessary, albeit tedious, chore. It's the regular transmission [...]
