Investment Property Lenders Pros and Cons

Wise consumers know it’s always best to shop around before buying. Impulsive purchases often lead to regret, while considered decisions lead to high-quality results. The same holds true for investment properties. It’s tempting to jump on an attractive opportunity, rushing to partner with a lender so you don’t miss out. But any good investor will…

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How to Help Clients Spot Warning Signs of Real Estate Investments

Financial advisors have a duty to steer clients away from less-than-ideal properties and toward options that are bankable. Remember: Lenders want to see investments apt to produce positive cash flow, and they’ll pass on loans if they notice red flags. The process begins with key actions focused on ferreting out unacceptable real estate properties. Read…

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In Non Recourse Lending, Reasons Trump Corporate Speak

Too often, banks give clients the runaround. Large banks like to be vague. They don’t want to offend anyone, so when their officers decline a loan, they either rely heavily on policies and corporate speak or scapegoat the “loan committee.” This communication style leads clients to believe that something other than the stated reason is…

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Seeking an IRA Non Recourse Loan? Before You Select a Bank, Look Out for These

Let’s talk banking horror stories. I’ve heard more than a few from friends who’ve been ignored, manipulated, or flat-out lied to by their financial advisors regarding non recourse loans. The root of these toxic relationships is when banks care more about the products they’re pushing than the human beings who walk through their doors. Now,…

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Non-Recourse Loans: What you Need to Know When Using your Self-Directed IRA

Many people are asking for a non-recourse real estate loan these days, especially those who live in states like California, which have consumer non-recourse real estate loans for personal residences. There is a difference between those kinds of non-recourse loans and the loans that First Western Federal Savings Bank provides for investors who use their…

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Retirement Industry Trust Association bi-annual Conference in Las Vegas

First Western Federal Savings Bank sponsored the Retirement Industry Trust Association (RITA) Conference recently held on October 27-28, 2016 in Las Vegas, Nevada. The Retirement Industry Trust Association (RITA) is the formal association of regulated Banks and Trust Companies in the U.S. that offer self-directed IRAs to clients who want to hold alternative assets, such as real…

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Self Directed IRA Summit 2.0

The Self Directed IRA Summit (www.sdirasummit.com) in Scottsdale, Arizona on May 7th was an awesome event. In case you missed it, Mat Sorensen of KKOS Lawyers put together a full day of comprehensive learning on Self Directed IRA’s, Solo 401(k)’s, and LLC’s as the structure for self directed plans investing in real estate and alternative…

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Non Recourse Loan Lender in Denver Colorado

Denver, Colorado and Front Range area real estate investors are using their self directed IRA’s, 401(k)s and IRALLC’s to purchase rental properties through a Non Recourse Loan. Rents  continue to produce positive cash flow on well researched and purchased properties in the Denver Colorado area. Debt service coverage remains positive in the Denver area markets…

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Non Recourse Loan Lender in Chicago

Chicago area real estate investors are using their self directed IRA’s, 401(k)s and IRALLC’s to purchase rental properties through Non Recourse Loans. Rents are strong enough to produce positive cash flow on well researched and purchased properties. Debt service coverage remains positive in the Chicago area markets where I am financing properties for these IRA…

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3 Questions to Ask Before Taking an IRA or 401k Non Recourse Loan

Like all investments, taking out a non-recourse loan with your self directed IRA or 401k could be a financially regrettable or rewarding decision. It comes with its own set of implications, requirements, and risks, and the decision to invest in real estate using a self-directed IRA should not be a hasty one. So before you take…

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Self Directed IRA Summit

Self Directed IRA Summit is an exciting learning event upcoming in Scottsdale, Arizona on May 7th, 2016. Mat Sorensen, attorney, author, and expert on IRA/LLC and Solo/401K plans is having a great day of learning on the topic of Self Directed IRA’s and Solo/401K’s at the McCormick Ranch in Scottsdale. The conference will cover all aspects…

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