Articles and News
3 Vital Steps for Safe Deals with Foreign Investors
Raising debt from foreign investors can be a powerful tool for building a robust lending platform, however it’s essential to understand the best practices for engaging with foreign investors. This ...
Read MoreUnderstanding the Risks in Family Real Estate Investments
Imagine a long-time friend, James, approaches you with an opportunity to purchase a four-unit apartment building together. He’s found a promising property and plans to renovate it, add an accessory ...
Read MoreThe Rise of Mega Funds and the Competitive Squeeze
The rise of the mega fund has reshaped the private credit landscape, creating both opportunities and challenges for smaller and mid-market lenders. Firms such as Blackstone, KKR, Brookfield, and Ares ...
Read More2025 NMLS Renewal Requirements for Company Licenses
As the end of the year approaches, companies must prepare to renew their licenses through the Nationwide Multistate Licensing System (“NMLS”). The renewal period for 2025 began on November 1 ...
Read More5 Loan Documentation Steps You Can’t Overlook
The loan documentation process is one of the most critical and often underestimated components of a successful private lending transaction. A well-structured set of loan documents is far more than ...
Read MoreEssential Basics on Mortgage Funds for Private Lenders
Mortgage funds for private lenders have become one of the most effective ways to scale a lending business in today’s competitive real estate market. Whether you’re originating bridge loans, DSCR ...
Read MoreHow Tech for Lenders Can Reduce Risk and Increase ROI
Disclaimer: How Tech for Lenders Can Reduce Risk and Increase ROI is a guest contribution and is for informational purposes only. It is not written by a licensed attorney and ...
Read MoreWhy AML Compliance is Critical for Lenders
Private lenders who maintain strong AML compliance protect more than just their portfolios; they safeguard their entire lending platform. Under FinCEN’s current guidance, private lenders are expected to maintain anti-money ...
Read MoreALTA and CLTA In California Made Simple
When preparing loan documents on behalf of our clients, the firm’s practice is to always require a 2021 ALTA loan policy. Often, the title company will come back and offer ...
Read MoreSquatter vs Trespasser in California: Why It Matters
The distinction between a squatter vs trespasser in California directly impacts how property owners must respond and what resources they need to deploy. Trespassers can usually be handled quickly by ...
Read MoreUtah Lending License Requirements Spark Calls for Reform
Understanding the complexities of private lending licensing regulations can be daunting, which is why the current Utah lending license requirements are under scrutiny for overly rigid conditions that pose a ...
Read MoreNon-QM Lenders Crack Down as Fraud Risks Soar
Fraud in the non-qualified mortgage market is escalating, and some Non-QM Lenders are responding decisively. Several lenders have begun issuing exclusion lists naming borrowers, appraisers, and even specific regions as ...
Read More- Corporate & Securities, Securities and Capital Markets
Raising debt from foreign investors can be a powerful tool for building a robust lending platform, however it’s essential to understand the best practices for engaging with foreign investors. This article outlines the 3 key ...
- Corporate & Securities, Securities and Capital Markets
Imagine a long-time friend, James, approaches you with an opportunity to purchase a four-unit apartment building together. He’s found a promising property and plans to renovate it, add an accessory dwelling unit, and lease it ...
- Corporate & Securities, Securities and Capital Markets
The rise of the mega fund has reshaped the private credit landscape, creating both opportunities and challenges for smaller and mid-market lenders. Firms such as Blackstone, KKR, Brookfield, and Ares have raised billions in private ...
- Corporate & Securities, Corporate Business Law
As the end of the year approaches, companies must prepare to renew their licenses through the Nationwide Multistate Licensing System (“NMLS”). The renewal period for 2025 began on November 1 and ends on December 31. ...
- Banking & Finance, Loan Document Preparation
The loan documentation process is one of the most critical and often underestimated components of a successful private lending transaction. A well-structured set of loan documents is far more than paperwork; it’s the backbone of ...
- Corporate & Securities, Securities and Capital Markets
Mortgage funds for private lenders have become one of the most effective ways to scale a lending business in today’s competitive real estate market. Whether you’re originating bridge loans, DSCR loans, or other business purpose ...
- Contributed
Disclaimer: How Tech for Lenders Can Reduce Risk and Increase ROI is a guest contribution and is for informational purposes only. It is not written by a licensed attorney and should not be relied on ...
- Banking & Finance, Lending Compliance
Private lenders who maintain strong AML compliance protect more than just their portfolios; they safeguard their entire lending platform. Under FinCEN’s current guidance, private lenders are expected to maintain anti-money laundering programs that include due ...
- Banking & Finance, Loan Document Preparation
When preparing loan documents on behalf of our clients, the firm’s practice is to always require a 2021 ALTA loan policy. Often, the title company will come back and offer “Standard Coverage”, an ALTA policy ...
- Eviction/Unlawful Detainer, Litigation & Bankruptcy
The distinction between a squatter vs trespasser in California directly impacts how property owners must respond and what resources they need to deploy. Trespassers can usually be handled quickly by law enforcement with minimal paperwork. ...
- Corporate & Securities, News
Understanding the complexities of private lending licensing regulations can be daunting, which is why the current Utah lending license requirements are under scrutiny for overly rigid conditions that pose a challenge for even the most ...
- Litigation, Litigation & Bankruptcy
Fraud in the non-qualified mortgage market is escalating, and some Non-QM Lenders are responding decisively. Several lenders have begun issuing exclusion lists naming borrowers, appraisers, and even specific regions as ineligible for loans. For lenders, ...
- Banking & Finance, Lending Compliance
AB 130 is reshaping the foreclosure process for California lenders, creating new compliance hurdles and litigation risks that cannot be ignored. In July 2025, following the initial passing, many questions arose about who and what ...
- Banking & Finance, Lending Compliance
Business purpose and consumer loans are two distinct types of financing that private lenders in the real estate industry must understand to properly assess risk, compliance, and borrower eligibility. While both types of loans provide ...
- Banking & Finance, Lending Compliance
Mezzanine loans are a key tool for private lenders looking to expand their participation in real estate transactions beyond senior debt. A mezzanine loan is a second layer of financing that sits behind a regular ...
- Litigation, Litigation & Bankruptcy
A receivership can be the most effective legal tool a private lender has to protect itself after a borrower defaults or mismanages the collateral. Understanding how to request a court-appointed receiver, the powers a receiver ...