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5 Questions to Ask Yourself Before Becoming a Private Lender

Tuesday, August 17

Lately, I’ve experienced a fair amount of interest (no pun intended) in private note investing, where you lend out your money to a real estate investor to passively earn interest income. It seems like many investors are sitting on a pile of cash from a recent flip or a work bonus, and are curious...


5 Things Every Borrower Should do to Expedite Their Loan Closing

Sunday, July 11

One of the biggest complaints I hear about the real estate financing industry is how slow some lenders can be to close a deal. I have heard on occasion borrowers complain my team is not working quickly enough, or in other instances, borrowers will complain to us about other lenders they’ve worked...


Finding Qualified Borrowers to Increase Your Private Lending Deal Flow

Tuesday, July 06

You’ve just funded your first handful of private money deals and now you are hooked! If you're like me, you fell in love with the act of sleuthing out a loan request and doing your due diligence on the borrower, their project, and the property being used as collateral. It is like a 1000 piece vir...


5 Ways to Scale Your Private Lending Practice

Wednesday, May 05

The first time I funded a private loan, I knew I was hooked. I loved the art of underwriting the deal, I loved that it was backed by real estate (something I knew more about than the stock market) and I loved how little I needed to actually do after my loan funded in order for my “mailbox money” ...


How to come in 2nd (position) and still win every time.

Tuesday, April 20

A lot of people are surprised to hear close to 50% of my annual loan volume is in 2nd position loans. They are even more surprised to hear that despite funding nearly $100M in loans in the last six years - mostly through direct placement of whole note (also known as trust deed) investments for ou...


Common Mistakes New Private Lenders Make & How to Avoid Them

Friday, April 09

I’ve been asked quite a few times over the last year to review “deals” new(ish) private money investors would like my input on as a seasoned private lender. Many have also come to me after the fact to evaluate options to problem solve after existing loans have gone sideways. I thought I would re...