Need Help Structuring Private Lending

[Jay Velastegui]

I recently made a connection with an individual who's interested in partnering with me strictly as a private lender. This individual has access to a large sum of capital and can fund my deals as I begin building my portfolio (mainly buy-and-hold).

Looking for some feedback from investors that work under a similar setup. Again, this individual is very intrigued by the business model but he's still on the fence about the whole thing.

What's a smart way to approach this and structure financing so that he can see that it's a Win-Win situation?

[Allen Maris]

Hi Jay,

Without knowing what you've done so far, the first thing is to layout the financial package for them on paper so they can see what you're asking for, what you project and where those numbers came from. There are some forms on here that give a mini-financial statement of sorts.

Sounds like a great prospect.

Allen