How a Real Estate Investor Identified and Cut 15% in Hidden Capital Costs on a Multi-Property Portfolio Client Overview Evergreen Holdings, a prominent real estate investment firm, specialized in acquiring and managing a diverse portfolio of income-producing properties across multiple states. Their portfolio comprised [...]
Investor Reporting That Builds Trust: The Cornerstone of Success in Private Mortgage Servicing Investor Reporting That Builds Trust: The Cornerstone of Success in Private Mortgage Servicing In the intricate world of private mortgage lending, trust isn't just a desirable trait; it's the very currency [...]
Principal Balance The original amount of money borrowed or invested in a mortgage, excluding interest and fees. This is the core capital that the borrower is obligated to repay. For private mortgage servicers, accurately tracking the principal balance is paramount for compliance and transparent [...]
When to Consider a Note Sale for Tax Planning Purposes When to Consider a Note Sale for Tax Planning Purposes in Private Mortgage Servicing For individuals and entities involved in private mortgage notes, the annual tax season can often feel like a complex labyrinth. [...]
Cost of Capital The Cost of Capital represents the total rate of return a company must earn on its investments to satisfy both its creditors and shareholders. It's a critical metric for mortgage lenders and investors because it helps evaluate the profitability and risk [...]
Navigating State-Specific Regulations for Seller-Financed Note Sales Navigating State-Specific Regulations for Seller-Financed Note Sales in Private Mortgage Servicing Seller-financed notes offer a flexible and often attractive alternative to traditional mortgages, enabling property transactions that might otherwise be out of reach for some buyers. For [...]
How to Draft a Legally Sound Promissory Note for Your Seller Carry Deal Drafting a robust and legally sound promissory note is the cornerstone of any successful seller carry real estate transaction. For private mortgage servicing, this document is not merely a formality; it's [...]
Core Capital Cost Terminology Glossary Cost of Capital The Cost of Capital represents the minimum rate of return a company must earn on any new investment to maintain its current market value and attract additional funding. It essentially quantifies the cost of financing a [...]
The Ins and Outs of Selling a Business Note with Real Estate Collateral The Ins and Outs of Selling a Business Note with Real Estate Collateral In the dynamic world of private mortgage servicing, an interesting asset often takes center stage: the business note [...]
From Default to Deal: Using Deed in Lieu for Faster Asset Recovery in Private Mortgage Servicing From Default to Deal: Using Deed in Lieu for Faster Asset Recovery in Private Mortgage Servicing In the dynamic world of private mortgage notes, the journey from a [...]
