Talking to lenders about your funding needs is very fun! However, actually navigating through the entire loan process can be challenging. In this podcast, we encourage borrowers to remain focused and offer some keys to success to getting a loa

Episode 11 - The Episode Where I Talk About Myself...

Mar 14th, 2022 26m 43s

I talk about myself? Why would I do that? I’m hoping it gives some perspective. Understanding my background will provide the basis for why we do what we do, the service we provide, the advice we give, and the basis for that advice from our exp

Episode 10 - Key Ratios to Understand in Real Estate Investing and Financing

Feb 28th, 2022 23m 50s

There are a few key ratios and metrics to understand when evaluating a real estate investment opportunity. It is important to understand these metrics as an investor, and it is important to understand how lenders use these metrics to evaluate

Episode 9: Lessons Learned from Big Bank Pre-Qualification Letters

Feb 14th, 2022 14m 10s

Do you get those big bank pre-qualification letters like I do? They are very promising and exciting. You're pre-qualified for huge dollars! Apply now! Fast funding! Great rates! The reality can be very different than the marketing piece promi

Episode 8: Single Family Home Investment Financing Options and Strategies

Jan 31st, 2022 26m 2s

Do you invest in single family homes? Did you know there are multiple financing options for purchasing those homes? Unlike other investment property financing options, you can borrow under your personal name or under your business name. Whic

Episode 7: Common Accounting Errors in Financial Reporting

Jan 18th, 2022 47m 15s

You should listen to this!Your financial statements tell a story, and you want them to reflect the real one! You need to manage your business with accurate data. When you approach a lender, you have one shot. [email protected]

Episode 6: Common Mistakes Made in Real Estate Investing

Jan 3rd, 2022 47m 37s

In this episode, we discuss common mistakes made in real estate investing. There are a lot of moving parts when investing in real estate. Topics include initial strategy, planning, knowing your numbers, contracting, timing expectations, finan

Episode 5: Beginning Residential Real Estate Investing

Dec 16th, 2021 39m 14s

In this episode, we discuss factors to decide when beginning to invest in residential real estate, such as property strategies, understanding your why, sources of funding, personal vs. business borrowing, financing terms for long term rentals a

Episode 4: Commercial Real Estate Investing and Financing

Dec 4th, 2021 37m 54s

We provide some thoughts about commercial real estate investing and financing - economic and tax advantages/strategies, types of properties, lender decision factors, and bank vs. non-bank lender considerations. We offer these thoughts to educa

Episode 3: Lending Fundamentals - The Four C‘s

Nov 12th, 2021 20m 54s

In this episode, we summarize the Four C's - Cash Flow, Credit, Collateral, & Capacity of Borrower. Sounds easy enough, but every lender evaluates a lending deal in the context of these criteria, and they weigh them all differently. It is imp

Episode 2: Business Startup Matters and Strategic Financing Paths

Nov 2nd, 2021 33m 54s

You have an idea about starting a business. Now what? In this episode we will talk about how to get started: what are the tasks and steps to getting a business started, how to avoid credit pitfalls, and how to strategically finance the busine

Episode 1: Inaugural Episode - Why are we doing a show?

Oct 26th, 2021 20m 5s

Why are we doing a show? To help you! We want to have a conversation with you as business owners and investors about how to qualify for financings and how to navigate through issues you face as business owners. In this episode, we expand on t

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