Skip to content
×
Try PRO Free Today!
BiggerPockets Pro offers you a comprehensive suite of tools and resources
Market and Deal Finder Tools
Deal Analysis Calculators
Property Management Software
Exclusive discounts to Home Depot, RentRedi, and more
$0
7 days free
$828/yr or $69/mo when billed monthly.
$390/yr or $32.5/mo when billed annually.
7 days free. Cancel anytime.
Already a Pro Member? Sign in here

Join Over 3 Million Real Estate Investors

Create a free BiggerPockets account to comment, participate, and connect with over 3 million real estate investors.
Use your real name
By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions.
The community here is like my own little personal real estate army that I can depend upon to help me through ANY problems I come across.
Creative Real Estate Financing
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

Updated over 5 years ago on . Most recent reply

User Stats

32
Posts
15
Votes
Ed Maione
  • Franklin, MA
15
Votes |
32
Posts

Borrowing Against a Stock / Bond Portfolio?

Ed Maione
  • Franklin, MA
Posted

Hi all! My wife and I are trying to get creative about scraping every penny together that we can. When evaluating our assets we noticed that the largest untapped potential is in a sizable stock/bond portfolio that is currently being professionally managed. The initial thought was to begin cashing out but we'd be faced with the tax implications - wondering if anyone has any experience with a line of credit type product backed with a portfolio as collateral. I wouldn't expect that the line would be anywhere near 100% of the value, probably 50%, but every bit counts. Any insights or leads as to who might offer such a product in the Metro-West Boston area would be greatly appreciated!

Ed

Loading replies...