The Lenders Playbook podcast is your go-to resource for insights, strategies, and success stories in private lending, real estate, and entrepreneurship. The podcast interviews industry experts, arming you with practical tips and valuable knowledge for newcomers and seasoned professionals. Hear various topics, from regulatory challenges to understanding lending products. Each episode engages in fun conversations with industry professionals who share their experiences, lessons learned, and market predictions. Whether you are a lender, investor, or budding entrepreneur, the Lenders Playbook Podcast offers a guide to help you thrive in this ever-growing landscape. Tune in to stay informed, inspired, and equipped with the tools you need to help you win in private lending, real estate, and entrepreneurship.
#75: What if the biggest challenge in private lending wasn't raising capital... but losing time, missing follow-ups, and dealing with preventable errors?In this episode, we sit down with the founder of RTL Tech, a platform built to streamline the lending workflow using AI. From chasing down collections to automating file flow and supporting busy loan officers, RTL Tech is transforming how lending teams operate—with less friction and more precision.We explore:*The core industry pain points that inspired RTL Tech*How the AI-powered Account Executive Assistant works behind the scenes*And key advice for anyone starting or scaling in today's tech-driven lending world.and so much more...If you're a private lender, loan officer, or building a lending team, this is your playbook for working smarter not harder.Tune in and discover how to future-proof your lending operation.**Join us Sept. 3-4 for the American Lending Conference National Private Lending Event in Las Vegas!Check out details here https://www.americanlendingconference.com/
#74: Most business success doesn't come from one big move—it comes from doing the right things over and over, on purpose. In this episode, we're breaking down the real power of repetition in business: why it works, how it builds momentum, and how those daily reps are the bridge from being good... to becoming world-class.I'll share personal stories from my background in athletics, explain the systems I've built to keep my business engine running, and unpack why early results might seem slow, but behind the scenes, they're compounding fast. Whether you're creating content, making sales calls, underwriting deals, or building client relationships, repetition isn't boring, it's your most underrated competitive advantage.If you're aiming to be the best at what you do, this episode is the reminder (and push) to keep showing up and putting in the reps.If you are interested in making an additional $100k this year in private lending-then. you need to register for our National Private Lending Conference, Sept. 3-4 in Las Vegas! Check it out! https://www.americanlendingconference.com/
#73: Welcome back to the Lenders playbook Podcast Episode... 73! Today we have Ryan Hughes and Ryan is on a mission to empower self-directed retirement investors to take control of their financial future. At NRL, he leads a team that delivers innovative, IRS-compliant non-recourse lending solutions, helping clients diversify into real estate, startups, and other high-potential opportunities — all while protecting their retirement accounts. Ryan is he's opening doors to a whole new world of retirement investing. Whether you're an investor hungry for growth or a partner ready to collaborate, this episode is packed with insights you don't want to miss. Tune in now and get inspired to unlock the full potential of your retirement funds!Lets go
Today, we're talking with Dalton Elliot an old friend of mine with who recently went from intense martial arts discipline to carving a successful path at Rain City Capital, one of the fastest-growing names in business-purpose lending.So...If you've ever wondered:What exactly is a hard money loan and why it might beat a traditional bank loan,What mistakes smart investors still make when it comes to financing,Or how brokers can position themselves to win big with the right lender partner...You're in for a treat.We're also pulling back the curtain on Rain City's sweet spot, how they support brokers, and what really sets them apart in a competitive market.And—because success starts in the mind—we'll hear how martial arts, mindset, and some game-changing books helped shape this guest's approach to business.So whether you're an investor, broker, or just private-lending curious...Stay locked in. This episode might just be the blueprint you didn't know you needed.Let's get into it.
#72: Hey everyone, welcome back to the Lenders Playbook Podcast episode 72. I'm your host, Matt Rosen and today, we've got a truly special guest joining us —But before we dive into today's episode, I've got something exciting to share — our National Private Lending Conference is coming up on September 3rd and 4th in Las Vegas! It's going to be the place to connect, learn, and grow in the private lending space, and I can't wait to see you there. Please check out americanlendingconference.com for more details!Today, we're joined by Dante Petrella from Service 1st — a company that's making some serious waves among private lenders, investors, and even government entities. We are going to talk about how they are building one of the most trusted names in the valuation world.We'll talk about why Service 1st makes life easier for lenders and brokers, and how their innovations — like their Hybrid AVM model — are helping deals close faster with less risk.We'll also cover how Service 1st removes the biggest pain points in real estate deals, why experience across both residential and commercial spaces is critical, and why speed and accuracy in valuations have never been more important.And of course, we'll hear some of Dantes favorite books, tools, and resources — and how you can connect with him if you're ready to work with a valuation partner who truly gets the private lending world.You won't want to miss this one — so let's get into it!"
#70: Welcome back to the Lenders playbook podcast episode 70 with Noel Felix! We're catching up with a guest who's been grinding hard behind the scenes since epidose #9—running multiple businesses, growing his family, and riding through the highs and lows of entrepreneurship.In this episode, we'll dive into what he's been building, the incredible things his daughter Sophia is up to, and some of the toughest and most rewarding moments from the past year.From bull riding lessons that oddly mirror business life, you'll hear stories that inspire, advice that hits home, and wins that prove the hustle's worth it. Especially if you remember it wasnt that long ago...So buckle up, because this episode is loaded with some raw lessons and tons of hear.Let's get into it.
#69: In this episode of The Lenders Playbook we sit down with Ranette Oliver a seasoned expert who brings over 20 years of experience in business development, sales, and leadership—and now plays a key role at B.E. Lending, a trusted name in private lending for real estate investors.We dive into her journey into the industry, the story behind B.E. Lending, and how the company has evolved over the past decade. You'll hear valuable insights on where wholesaling and lending meet, how to identify a “no-brainer” deal, cross collateralization and what sets B.E. Lending apart from the competition and Whether you're a new investor or a seasoned pro, this conversation is packed with practical advice, industry wisdom, and tips on building lasting relationships in the lending world.Tune in and get ready to take notes!
Today, we sit down with Catalina Stepanov the Chief Strategy Officer the The Licensing Store —American Lending Conference's go-to resource for helping lenders navigate the maze of multi-state licensing with clarity, confidence, and a peace of mind.We'll dive into how you can stay ahead of constantly shifting regulations, avoid the most common licensing mistakes that could be costing you serious time and money, and tap into the strategies that successful lenders are using — thanks to The Licensing Store — to scale across multiple states with ease. If you're tired of hitting roadblocks or second-guessing licensing rules, this episode will give you the clarity and tools to move faster, smarter, and with way more peace of mind.Plus — we'll go beyond business and talk about mindset, leadership, and the books and podcasts that have fueled Catalina's rise as a powerhouse in this industry.If you're looking to build a smarter, stronger lending business — this one's for you.
Episode #67. Today we sit down with Ryan Goodenoot from the Licensing Store. Let's be real—mortgage licensing is a nightmare. It's messy, frustrating, and downright exhausting. Between the endless paperwork, confusing state-by-state rules, and constant regulatory changes, it's enough to make any mortgage professional want to pull their hair out.But what if all that stress could just… go away?That's where Ryan Goodenoot from Licensing Store comes in. Ryan and his team are in the business of making your licensing headaches disappear. Whether you're struggling to figure out the difference between a Mortgage Broker, Lender, or Banker License, stuck in a never-ending approval process, or trying to expand into multiple states without losing your mind,
What if you had access to an entirely new stream of income as a private lender? In this episode of The Lender's Playbook, host Matt Rosen sits down with Nate Cater of Phocis Capital to reveal a game-changing opportunity for lenders looking to maximize their revenue beyond traditional banking.We'll cover:✅ How Phocis Capital helps lenders generate new income streams✅ The biggest capital reserve challenges lenders face—and how to solve them✅ Why Phocis offers better security and flexibility than a traditional escrow accountIf you're a lender looking to diversify your revenue and stay ahead of the competition, this episode is a must-listen!
Many business owners struggle with having a clear, organized message that's easy for anyone to understand. In today's episode, we break down how to create a powerful one-liner for your business. We'll cover the 3 key elements of a one-liner, the formula to craft it, and provide some helpful examples. This approach is inspired by the StoryBrand BrandScript from Donald Miller's book Building a StoryBrand. Hope this helps you clarify your message!Matt
Mark Cassidy is back on the show! This time, we're diving into the world of cigars—what pairs best with them, how they enhance networking, and the excitement around the exclusive VIP Networking Cigar Lounge at the American Lending Conference. It's a laid-back, fun conversation, and we hope you enjoy the episode!
In this episode of The Lenders Playbook, we're joined by Wesley Carpenter of Stormfield Capital for an insider look at private credit and bridge lending. Wesley shares how Stormfield stands out in the competitive lending space and reveals key strategies that set them apart.You will learn:✅ Stormfield's mission and the problem they're solving✅ How they underwrite and close deals fast✅ Why being a balance sheet lender gives them an edge✅ The appeal of private credit for investors✅ How securitization and loan servicing drive success✅ The current market's impact on bridge lending✅ Traits of top professionals in real estate finance✅ Must-read publications for business growthIf you're looking to level up your understanding of private lending, this episode is packed with valuable takeaways.
#62: Welcome back to The Lender's Playbook, the go-to podcast for private lenders, real estate investors, and dealmakers looking to scale their businesses and close more profitable deals. I'm your host Matt Rosen and in today's episode, we're diving into the power of off-market deals with Jeremy Beland—how to find them, negotiate them, and turn them into cash-flowing opportunities. If you're tired of bidding wars on the MLS and want an edge in today's market, this episode is for you! Jeremy was a previous guest as well as a speaker at our national private lending conference and is absolutely amazing-and make sure you stick around because Jeremy has a free gift for you at the end of this.Resources Mentioned:PropStreamPodioAmerican Lending ConferenceREI Freedom Site
In today's episode, we're joined by Matt Watson, the founder of LegalFee Consultants. He'll share what inspired him to start his company, his challenges in building it, and the strategies that have helped him set and achieve big goals while managing multiple roles. Plus, you'll hear the best advice he's received and the books that have shaped his personal and professional growth.Before we dive in, mark your calendars for the American Lending Conference, March 21-22, 2025, at Green Valley Ranch in Las Vegas. It's two days of networking, education, and game-changing opportunities in private lending. You won't want to miss it! Now, let's get started.Quotes From The Show:"Never overpromise and under deliver""Always bet on yourself""Stay honest and have integrity"Resources Mentioned:A New Earth: Awakening to Your Life's Purpose
#60 Welcome back to the Lenders Playbook Podcast- part 2 of our incredible conversation with Ira Rosen! In this episode, you'll learn:*How to turn your day into a revenue-producing machine*What velocity means in business and how to harness it for unstoppable growth*The power of 2/10/40 and why it creates true freedom* How to avoid the dreaded empty calendar syndromeAnd so much more!
In this two-part episode, we're joined by the incredible Ira Rosen, co-founder of Mojo Global, a leader in LinkedIn products and training platforms. With over 50 years of experience in business, persuasion, and mindset, Ira has helped tens of thousands of entrepreneurs transform their businesses—and his achievements earned him Marketer of the Yearfrom the Phoenix Business Journal.Ira's journey is nothing short of remarkable: from revolutionizing the medical weight management industry in the '90s to owning car and motorcycle franchises in the '80s, and even competing as a member of the U.S. Olympic Wrestling Team. He's also run over 30 marathons and logged more than 100,000 miles—and hasn't missed a single day working out!In this episode, Ira shares how he's worked with legends like Grant Cardone, John Maxwell, and Mark Cuban. He'll walk us through his strategies for staying disciplined, filling calendars, and achieving massive goals. Get ready to discover the mindset secrets that have fueled his success and how you can use them to level up your life and business.Don't miss this inspiring conversation—grab your notebook and let's dive in!
#58: Welcome back to the show! Today, I'm thrilled to be joined by Josh Jensen, the founder and CEO of Inspectify—a cutting-edge platform that's transforming the property inspection industry. With a network of over 6,000 inspectors and technology designed to bring speed, efficiency, and standardized data to real estate transactions, Josh is paving the way for how agents, investors, and homebuyers approach inspections.We'll dive into what inspired him to create Inspectify, the challenges he's faced, and how his platform is empowering inspectors while giving real estate professionals the tools they need to make smarter decisions. We'll also explore Josh's mindset, the advice that's shaped his journey, and the resources that have influenced his success.If you're in real estate or curious about how innovation is driving change in traditional industries, this is a conversation you won't want to miss. Let's get started!"
#56: Welcome to The Lenders Playbook Podcast! I am your host, Matt Rosen and Today, we're diving into the world of innovative lending solutions with Bill Mitchell from LoanPASS.Whether you're a lender looking to streamline pricing and underwriting or curious about the future of lending tech, this episode has something for you.Stick around as we unpack what makes LoanPASS different, how it helps lenders of all sizes, and what's next on the horizon for this game-changing company.
#55: In this episode, we dive into the future of real estate investing with New Silver, a company redefining how deals get done. Co-founded in 2018 by tech entrepreneur Kirill Bensonoff, New Silver blends cutting-edge technology with real estate expertise to bring speed, convenience, and flexibility to property financing.From launching the first real-time pricing engine for property loans—offering instant approvals, term sheets, and proof of funds online—to creating tools like FlipScout for finding profitable deals, New Silver is empowering investors to work smarter, not harder.Join us as we explore how this innovative platform is transforming real estate investing for professionals and partners alike. Don't miss it!
#54: Today, we are going solo and were talking about 3 main things today.1. Why Lenders Playbook was created and how this ties into growing the American Lending Conference community.2. Goal Setting mindset that I realized is much healthier for me to execute on and certainly believe it will help you.3. I am thinking about starting a Podcast Course! And looking for your feedback.Enjoy!
#53: Welcome back to The Lenders Playbook Podcast, Episode 53 I am your host Matt Rosen. Today's guest is Devon Kennard a true embodiment of excellence—on the football field, in the classroom, and in the world of business.Before being drafted into the NFL in 2014, he earned both his Bachelor's and Master's degrees in Communication Management from the University of Southern California, where he maintained a 3.8 GPA. Devon played for The New York Giants, Arizona Cardinals, Detroit Lions, and Baltimore Ravens for 9 seasons total.But his story doesn't stop with the NFL. During his academic journey, he discovered a passion for real estate investing and building passive income. Today, he leads 42 Solutions, a thriving private lending company with a robust portfolio of properties and numerous successful investments in syndications. His transition from professional athlete to accomplished investor is nothing short of inspiring."Get ready for an inspiring conversation about resilience, consistency and real estate. Please welcome to the show, Devon Kennard.
Today, we're diving deep into the world of real estate financing with two industry leaders from M.R. Qualified. First up is Matthew 'Matt' Rodrigue, founder of M.R. Qualified—a game-changer bridging the gap between ambitious real estate entrepreneurs and traditional banks with fast, flexible underwriting. Matt combines Wall Street expertise and has applied that to private financing.Joining him is Derrek Shannon, Principal at M.R. Qualified. With extensive experience underwriting and managing complex, high-yield loan transactions across asset-based lending and commercial real estate, Derrek is now leading their expansion into emerging markets.Together, they're redefining what's possible in real estate financing.
#51: In this episode, we dive deep into the world of real estate funds with a special guest from Verivest, Matt Burk. Discover what sets Verivest apart and how they support real estate managers and investors. We explore the critical differences between Reg A, and Reg D, offerings, breaking down what each means for fundraisers. Learn the true cost of setting up and running a real estate fund and gain expert advice on raising capital successfully. Matt shares invaluable insights into the mindset and habits that drive success in fund management. We discuss the key challenges real estate managers face, the role of technology in shaping the future of fund administration, and what makes a fund thrive in today's market. Plus, get personal with stories of resilience, early business struggles, and the books and podcasts that have left a lasting impact.Whether you're a seasoned investor or starting your first fund, this episode offers strategies and inspiration to guide you on your journey. Tune in to connect with the experts and take your real estate game to the next level.
This is our 50th episode, and we are beyond excited to have Kaaren Hall back for this special episode! Kaaren is a leading expert in self-directed IRAs and alternative investments.If you want to diversify your portfolio and boost your retirement strategy, this episode is packed with insights you can't afford to skip.Let's dive in.
#49: Today, we're thrilled to have Ryan Jesena from Superior Loan Servicing joining us. We dive into all things loan servicing—what it is, why it matters, and how it works. We also discuss streamlining processes, becoming a more efficient entrepreneur, and exploring Ryan's incredible journey as a 100-mile marathon runner, uncovering life lessons. There's a lot to learn, so stay tuned!
#48: In this episode, we're joined by Dave Gray, Anchor Loans' VP of Business Development. Dave is a seasoned expert in real estate lending and strategy. We'll uncover what makes Anchor stand out, the latest trends shaping real estate, and the keys to building strong client relationships. You will learn why ground-up construction is such a big opportunity and how you can take advantage of this today! Tune in for insights from 18 years of experience, lessons learned, and a look at the future of real estate investing.You can find all of our show notes, resources, replays here:https://www.americanlendingconference.com/podcastMeet Dave and hundreds of industry professionals in private lending at the American Lending Conference, March 21-22 in Las Vegas! www.americanlendingconference.com
#47: Welcome back to the Lenders Playbook Podcast, episode #47! It feels like yesterday I started this podcast; in fact, today's episode is Michelle Esparza, who was, in fact, episode #1!! We bring you some high-level real-time content you can apply to title and escrow, especially in the private lending arena, that will make your deals close faster with much less headache. Michelle is the Senior vice president for Priority Title and Escrow.Thank you, this episode's sponsor! Above Par Capitalwww.aboveparcapital.com
#46: Stay tuned as we dive into a range of compelling topics, including starting a Nevada corporation, bookkeeping and tax services, living trusts, and even strategies for building business credit. You won't want to miss this!Today's episode is proudly sponsored by Above Par Capital. Under the expert leadership of Justin Rosenhaus, Above Par Capital specializes in providing investors with the essential funding needed for their real estate investment projects.
Today, we're excited to welcome Janine Cascio, CEO of Simplending Financial. This episode is a must-listen, as Janine has taken Simplending from a startup only a couple years ago to impressive success in a short time span. She's shares some actionable insights and real-world strategies from her hands-on journey. Together, we dive into topics like business growth, fitness, her yoga lifestyle, marketing, and more. Let's bring on Janine Cascio!
#44: Welcome back to The Lenders Playbook Podcast, where we bring you top-tier insights in private lending, real estate, and entrepreneurship. Today, we have the privilege of hosting Kristin Fleming, a powerhouse in the industry. Kristin embodies success as a private lender, investor, entrepreneur, and consultant, covering all the bases in her field. She's both relatable and inspiring, offering invaluable guidance for aspiring lenders, investors, and those looking to scale their businesses. This is an episode you won't want to miss. So, stay tuned, and let's dive in!
#43: Today, we're diving into one of the most powerful wealth-building strategies: real estate funds. Joining us is Dennis Doss, one of the nation's top legal experts in real estate fund creation. He's helped countless lenders bring their vision to life while navigating the complexities of fund setup with precision.We'll cover: What is a real estate fund, and how does it differ from REITs or syndications? Why should investors start their own fund? What legal steps are crucial? How does fund structure impact taxes and growth?This episode is packed with insights you won't want to miss—so buckle up, this is a game changer.
#42: You are in for an amaaazing podcast! What a treat to talk with Ani Kamikyan who is crushing it in private lending and definitely brought the value to you today. Learn how she got started, some key takeaways and some insights into mindset on success.Ani is the CEO of Dynamic Finance Group and is dedicated to aligning their clients' financial goals with the evolving market. With a focus on exceptional service, personalized support, and transparent communication, they specialize in short-term residential and commercial bridge loans, fix & flip/hold, new construction, and 30-year rental loans. Their commitment to client success drives meaningful progress in every financial endeavor.
#41: 10x Your Lead Flow with Direct Mail Expert Nick Orf from REI Print. Welcome to episode 41 of the Lenders Playbook Podcast, where we deliver expert insights into private lending, real estate, and entrepreneurship. Today's guest is Nick Orf, a Direct Mail Marketing Coach for REI Print—one of the largest direct mail companies in the U.S. If you're a real estate investor or lender aiming to scale your deal flow, you're in the right place. Whether you're new or looking to boost consistent lead generation, this episode is packed with valuable insights. REI Print is also a proud founding sponsor of the American Lending Conference."
#40: Join me in today's episode as I recap our recent National Private Lending Conference in Henderson, Nevada! I'll take you behind the scenes to share what made this event such a success, along with some key takeaways and areas we plan to improve for our next big conference in March 2025. Whether you attended or missed out, you won't want to miss this insider look at one of the industry's top events. Enjoy!
#39: Today, we'll be exploring with Mark Cassidy how Service 1st is revolutionizing the market with their Hybrid AVM model—combining the best of automated valuation with expert human analysis. Mark will take us through the key elements driving success in this model and how it's shaping the future of private lending and real estate investing.So, grab your notebook, because you're going to want to take some notes on this one. Let's get into it!
#38: Today, we're thrilled to have Heather Beers, an inspiring entrepreneur and the visionary founder of WeWomen, joining us on the show! We dive into her wildest hunting adventures and the incredible journey behind the creation of WeWomen, and explore how this remarkable organization empowers women across the globe.
Today, we discuss the 3 big reasons why you should consider attending our upcoming conference in private lending. Learn why others attend and have found extreme value so you can determine if this event is right for you. Plus, you get to hear me pitch for 14 minutes...who doesn't want to hear that? :)If you are interested, please visithttps://www.americanlendingconference.com/
#36: Welcome back to the Lenders Playbook Podcast, your source for knowledge, wisdom, and inspiration in private lending, real estate, and entrepreneurship. Today, we have Tim Stamps and Craig Gaudio from CopperRiver Funding. Listen to how they started CopperRiver, some of the values they hold true in business practices, and how they operated a successful commercial lending company as a team. This is very informative, as always, and it is a pleasure to speak with these gents.
Today, we have a special guest on the show—Tom Davis, Chief Sales Officer for Deephaven Mortgage. This episode explores key strategies for success in tech, real estate, and finance. Tom shares insights on building a thriving company and the transformative impact of educational webinars. We also cover unique financing options for developers and self-employed individuals, tips for staying ahead in the mortgage market, and ways to unlock opportunities in the US housing sector through construction and renovation.We'll explore alternative investments, the lucrative potential of investment properties in the gig economy, and strategies for empowering your sales team to maximize impact. Packed with actionable insights, this episode is your guide to standing out, attracting clients, and driving growth in a competitive market.
Our guest today is none other than Mark Walser, a good friend of mine and the Senior VP of Class Valuation. Class Valuation is the 800lb gorilla within the Appraisal Management Space with nearly 20,000 independent appraisers across all 50 states. We dive into some of the most fascinating emerging techs I have seen that is changing the landscape of private lending, real estate and appraisals. Stay tuned, this episode is a game changer.
Today, we explore how small, daily decisions can create a significant ripple effect in your life. We'll travel back to the late 80s, when I was a kid who loved professional wrestling. Tune in to discover how a few seemingly minor choices shaped the course of my life and how similar decisions are impacting your life as well.
#32: Today, we're exploring an exciting opportunity to create a new income stream in the title insurance business. Discover how to gain more control over the closing process, add valuable revenue, and provide an all-inclusive solution for your investors and borrowers.We are thrilled to have Joseph Durso from Title Ease Franchise with us today. If you're ready to take your business to the next level with proven processes and systems, this episode promises to be a game-changer. Learn how Title Ease Franchise guides you through operations, technology, compliance, and proven systems to ensure your success.
Today, we have Justin Rosenhaus, the CEO and Co-Founder of Above Par Capital. Above Par is an asset-based lender out of South Florida specializing in helping investors with the necessary funding for their real estate investment projects. In this episode, we get into the nitty gritty of building credibility, and some real practical things you can do today that elevate your credibility.
Join us as we delve into the inspiring journey of Jeremy Beland, who overcame homelessness and high school dropout at 15 to becoming a successful real estate investor. After the 2008 recession left him jobless and on the brink of foreclosure, a real estate investor's intervention changed his life. In 2017, Jeremy fully committed to real estate, and within his first year, he completed 10 deals, earning $77,000. Today, his companies have acquired 450 off-market properties, generating nearly 8-figures in gross profits. Discover how Jeremy provides value to communities and investors alike, and learn how you can start your journey in off-market real estate investing.
Today's guest is Kevin Dugan, a serial entrepreneur with a diverse background in building remote teams, acquiring underperforming assets, construction management, and asset management. This episode is packed with ideas, inspiration, and valuable insights. I've listened to it twice and learned something new each time. Get ready to be inspired and level up your business.
Today, we have the privilege of learning about private capital from one of the industry's best: Charles Farnsworth of 1892 Capital. Based in the Puget Sound area, 1892 Capital Partners is a direct hard money lender dedicated to helping real estate builders, brokers, and investors secure practical investment strategies and customized real estate loans.I'm Matt Rosen, your host for the Lenders Playbook podcast. Welcome! In this engaging and informative episode, you'll gain insights into the nuances of working with a lender representing a family office and understand how the process operates. This is an episode you'll want to bookmark, save, and share with your friends.
What if you could track market trends and pinpoint profitable real estate and lending opportunities in seconds? Well, stay tuned. Today, we dive into the game-changing technology from Privy that maximizes profits, minimizes risk, and helps you rapidly grow your lending and real estate portfolio. This is the episode where technology and private lending meet!I'm Matt Rosen, and welcome to the Lenders Playbook Podcast, Episode 27, with special guest Scott Fahl, CEO of Privy. Every week, the Lenders Playbook podcast brings you special guests... weekly, providing the best insight into private lending, real estate, and entrepreneurship. So let's bring him on, Scott Fahl.
#26: Today, we have Mike Bargetto back by popular demand to do a deep dive on borrowing against your whole life insurance policy and the compounding effects that can occur. We discuss cash value, hard money lending, compounding interest, and the misconceptions associated with the strategy.
#25: We are on episode 25 with Steve Clark. Steve has been a serial entrepreneur for five decades and owns Owner Builder Advisor and Construction Inspection Specialists. Steve shares some construction tips from decades in the industry in less than an hour. We talk about his start at OBS, some key advice for builders, lenders, investors, where the construction industry is headed, and so much more.
#24: Today, we have Leandro Zen from Brazil, a seasoned serial entrepreneur who brings a wealth of expertise garnered over 15 years within the financial sector. With a proven track record of orchestrating successful exits from prominent Brazilian fintech ventures, Leandro now sets his sights on a new frontier with Zink Capital. As the co-founder of this real estate finance firm, he spearheads strategic investments in the thriving Florida market, leveraging his astute insights and entrepreneurial acumen to navigate and capitalize on emerging opportunities in the industry.