Year-End Valuation of Private Mortgage Notes: Investor Perspective Year-End Valuation of Private Mortgage Notes: An Investor's Crucial Perspective As the calendar year draws to a close, investors in private mortgage notes find themselves at a crucial juncture. While many focus on holiday preparations or [...]

Scaling with Smarter Capital: How a Real Estate Investor Optimized His Seller Carryback Portfolio with Enhanced Cash Flow Analysis Client Overview David Chen is a savvy real estate investor based in a rapidly growing metropolitan area. Over the past decade, David built a robust [...]

Understanding the Difference: 1098 vs. 1099-INT for Private Mortgages Understanding the Difference: 1098 vs. 1099-INT for Private Mortgages Navigating the world of private mortgage servicing can often feel like deciphering a complex code, especially when it comes to IRS reporting requirements. For private lenders, [...]

Understanding Your True Yield: Calculating IRR for Private Lenders Understanding Your True Yield: Calculating IRR for Private Lenders In the dynamic world of private mortgage lending, the stated interest rate on a loan often tells only part of the story. Many private lenders, whether [...]

Mastering Loan-to-Value (LTV) in Private Mortgage Servicing: Calculation and Interpretation Explained In the intricate world of private mortgage servicing, where every decision can profoundly impact asset performance and financial stability, one metric stands out as a constant beacon of risk and opportunity: Loan-to-Value (LTV). [...]

Why Accurate Amortization Schedules Are Crucial for Year-End in Private Mortgage Servicing Why Accurate Amortization Schedules Are Crucial for Year-End in Private Mortgage Servicing As the calendar pages turn towards the close of another year, the rhythm of the private mortgage servicing industry shifts [...]