What I Do: I help Real Estate Investors, First-Time Buyers, Self-Employed Buyers and People going through a Divorce leverage Mortgage Financing to Purchase or Refinance their own home or in building their Real Estate Investment Portfolio.
What Else I Do: I assist families in divorce, estate/inheritance situations and financially distressed families evaluate all of their options related to Real Estate including Valuation and Mortgage Lending Programs as well as Property Disposition Options (Rent, Sell, Owner-Finance). I provide a comprehensive valuation analysis for the property as well as a 360° evaluation of the financial impact on qualifying for current and future real estate financing and assist in the plan to move forward.
And One More Thing: I invest in real estate and mortgage notes. I provide a comprehensive solution where if the best option is to sell or hold back the financing for a property- I can make an offer to purchase your home, many times for cash. All of these specialties together mean I am able to provide a comprehensive set of solutions for most real estate related issues.
Why IT Works: I’ve spent 25+ years in the financial lending arena as a Mortgage Broker/Owner, Vice President of a Fortune 500 Lender and as a Real Estate Investor. The wealth of experience I have obtained in these fields and challenges of obtaining financing personally means I understand the needs of my clients better than anyone else. As a Mortgage Planner, Real Estate Investor and Note Investor, I am able to integrate my hard-won, battle tested industry knowledge and access to strategic programs and processes to ensure my clients achieve their goals and desired outcomes in Real Estate.
How IT Works: The First Step is to schedule a complimentary Strategy Session to discuss your personal goals and current situation. This is NOT a “free consulting session” but a powerful opportunity to find out what may be impacting your goals related to real estate. I will provide a high-level assessment of what you’re missing and HOW to get the results you want. I will also make a professional recommendation for the BEST next steps you should take now to achieve your goals!
AREAS of EXPERTISE: |First-Time Homebuyers | Veterans Home Loans | Residential Investor Loans- Buy & Hold – Fix & Flip – Conventional- Portfolio- Blanket Loans | Self-Employed Buyers | Divorce Transition & Estate Property Lending | Real Estate Investing | Note Investing |