PL 360°
1. Full-Time Trust Deed Investor A full-time trust deed investor is generally considered to be operating as a business, which leads to different tax treatment. Tax Classification: · Ordinary Income – If investing in trust deeds is their primary business, income from...
Hard money lending remains a vital tool for real estate investors seeking quick capital in a shifting market. As we move through 2025, tighter bank regulations and rising demand for flexible financing make these loans more appealing than ever. At PL360, we draw from...
Trust deeds are your first and most important line of defense when putting capital at risk. Yet even seasoned lenders misunderstand or overlook key parts of this legal document. That’s where things can go sideways fast. A well-structured trust deed doesn’t just...
Investing in trust deeds can be considered safe and can offer a great return on investment (ROI) due to several key factors: 1) Collateralized Investment: Trust deeds are typically secured by real estate properties. As an investor, you hold a lien on the property as...
Recently, I was reminded of how critical legacy planning is—not just as a professional but on a deeply personal level. My stepfather passed recently, and while we were navigating the challenges of settling his affairs, we were also struggling to support my mother...
Estate planning is about passing on wealth, not unnecessary headaches. Yet, Trust Deed portfolios often face problems because of complex regulatory demands. Without proper compliance, your heirs could inherit liabilities instead of assets. Federal and state...
Trust Deeds require far more specialized care than stock portfolios due to their unique vulnerabilities and complexities. Unlike stocks, where value typically fluctuates but isn’t entirely wiped out, a Trust Deed can lose 100% of its value overnight if senior liens...