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Updated almost 9 years ago on . Most recent reply

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8
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2
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Paris Noelle
  • Investor
  • Fullerton, CA
2
Votes |
8
Posts

Portfolio Lenders

Paris Noelle
  • Investor
  • Fullerton, CA
Posted

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. 

Looking for

Most Popular Reply

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52
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35
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Katrina Edwards
  • Commercial Real Estate Broker
  • Palo Alto, CA
35
Votes |
52
Posts
Katrina Edwards
  • Commercial Real Estate Broker
  • Palo Alto, CA
Replied

 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.

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