PL 360°
In private lending, the first five minutes of a deal tell you more than most underwriters will discover in five days. Not because of magic—but because experienced lenders know what to listen for. When a new borrower calls, texts, or emails with a “great deal” they...
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...
The hard money industry is often associated with providing investors with better than bank returns and offering financing options to real estate professionals. However, the impact of players in the hard money industry extends far beyond financial transactions. Below...
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...
