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Updated almost 9 years ago on . Most recent reply

Portfolio Lenders
Anyone know of or worked with a portfolio lender in California they can recommend? Looking to buy multi family unit and possibly do a refinance on another property.
Most Popular Reply

I like EverBank. I use Jim Taggart. Here is a link to his web page that includes his phone number:
https://www.everbank.com/_experts/lending/j/jim-taggart
Give him a call and see if he can help you. I use him for 95% of my financing and have a lot of colleagues/friends/clients who are also happy with his services. Doing a duplex refi on a 1st position heloc right now....Interesting product. You should call him just to hear about it. Everbank portfolios their HELOCs. And you can use a 1st position HELOC to purchase 1-4...A separate division does commercial financing. Jim can give you that info. Hope this helps.