Cover Stories
- Cover Story
- February 2023
- Despite his success, Shaughnessy never forgot his roots and remained committed to giving back to the community. This prompted him to move back to Boston and join Renovo Financial in 2020 after being impressed with the company’s energetic culture and impactful lending.
- Cover Story
- December 2022
- With nearly three decades of collective industry experience, the CCG team prides itself in delivering individually tailored loan products geared to meet the needs of a nationwide client-base. CCG offers a broad range of loan products and rates, starting with rates as low as 7.99%.
- Cover Story
- October 2022 (AAPL)
- Trixy Castro, Founder and CEO of Aureus Finance Group, is no stranger to starting a company from scratch and scaling it to great heights. Enter Aureus, Castro’s long-dreamt culmination of seasoned veterans and skilled talent, whose driving mission is to become the gold standard of private lending.
- Cover Story
- August 2022 (Captivate)
- Assisting lenders in realizing their clients’ acquisition and investment objectives through Non-QM mortgage solutions was the primary motivation behind the genesis of Acra Lending. As the demand for Non-QM loans, particularly in the secondary marketplace, has grown substantially over the past year, the team has uniquely positioned themselves to harness and service this increasingly popular alternative financing solution.
- Cover Story
- June 2022 (Women in Real Estate)
- The Women in Private Lending networking group was created by industry veterans to address the need for mentorship and education at all levels for women in private lending. At its core, it will be a forum for sharing ideas, solving issues, and promoting innovation. Learn more about this up-and-coming group and the founders who created it in this month’s cover story.
- Cover Story
- April 2022 (Innovate)
- What is the best way to summarize the mantra of Sunset Equity Closings? The group’s fast-paced, collaborative environment allows the team to originate on average $30M+ in loans each month.
- Cover Story
- February 2022
- The team behind Bridge Loan Network, which operates out of its headquarters in South Windsor, Connecticut, is dedicated to creating a streamlined process and equipping both lenders and brokers with the tools they need to succeed and prosper.
- Cover Story
- December 2021
- Whether you’re an experienced investor, first-time borrower, or in search of the best fit for your clients, CIVIC is there as your trusted capital partner for your real estate financing needs.
- Cover Story
- October 2021 (AAPL)
- There are questions that no one has an answer for, and unknowns are always going to come up, whether that’s rising interest rates, dynamic real estate prices, and even the types of properties that buyers are interested in. The mindset that we’ve established, and I think established successfully at Constructive, is one of staying nimble and adapting to change both good and bad.
- Cover Story
- August 2021 (Captivate)
- We’re not operating out of a call center; we’re operating where our customers do business. We take the time to get to know them, and that’s how we’ve built Renovo. It’s been built on that cup of coffee by cup of coffee mindset.
- Cover Story
- June 2021 (Women in Real Estate)
- Cindy Nasser says her job description can be summed up in a simple phrase: making sure the wheels stay on the bus. She says the hardships she faced in her life led to a sense of resilience that extends into her job at PCV Murcor and every facet of her life today.
- Cover Story
- April 2021 (Innovate)
- "We really think of ourselves as 'by investors for investors'…Everything we've created is really designed to try to solve problems that we know intimately well from having been in the business for more than a decade." says founder and principal Michael Niccolini. A combination of entrepreneurial mind space and experimentation is what makes Temple View Capital a force in the private real estate lending industry.
- Cover Story
- February 2021
- "From fix and flip properties and single-family residential rentals to working with people on bridge loans until our partners can secure lower interest rate financing, Capital Fund 1 has seen it all...One of the many things that separate us from the other players in this field is our ability to adapt to different transaction types and deal structures to best serve our clients." says Noah Brocious, principal and president of Capital Fund 1.
- Cover Story
- November 2020
- "There are a lot of firms, not just in real estate, that have had to adapt in the last six months to be more flexible and take advantage of technology," David Erard says. "I think a lot of people in the real estate sector now have a newfound appreciation for how technology can help advance their businesses and investments because of the adjustments that have been made. It wouldn't surprise me to see some eyes opening and people being more willing to explore tools that make workflow more seamless for everyone."
- Cover Story
- October 2020
- "It's cliché to say that I've seen it all, but it's so important to remember that no two loans are alike," CEO Fred Assini says. "Part of what makes private lending an exciting career is that there are so many factors that can influence a development, both for the better and for the worse."
- Cover Story
- September 2020
- As the chief executive of a national lenders' association, Wilson said his day-to-day operations can be broken down into three distinct categories: the culture, or keeping a keen eye on the attributes of the company that matters the most; advocacy, which includes time spent tin Washington D.C. fighting for private lenders; and ethics, which encapsulates making sure members are on the same page with the organization's best practices.
- Cover Story
- August 2020
- Roc360's vision is simple, yet incredibly complex: to be the most innovative, trusted, and disciplined financial services platform in the space.
- Cover Story
- July 2020 (3rd Anniversary)
- "In my new role [as CEO,] I oversee all aspects of the company. If I were to have just been involved in development alone, I wouldn't have obtained the experience I need to run the organization." Carlos Nodarse says. "The fact that I know exactly what my team members are going through is invaluable; I can relate to them all; Sales, Support, Marketing, Deployment, [and] Customer Success."
- Cover Story
- June 2020
- Steve Pollack has worn many hats throughout his life, and his former jobs as an optometrist and poker player shaped his work ethic and helped him to build Anchor Loans into what it is today.
- Cover Story
- May 2020
- When describing the platform, Andrew Damico stated that "customers find ProDeal's interface very intuitive. Even infrequent users who periodically access ProDeal during a deal closing can find the checklist status, their assigned tasks, and associated documents-the ProDeal checklist looks just like the checklists they use today in Excel or Word but it is accessible online and updated in real-time."
- Cover Story
- April 2020
- Liquid Logics provides a next-generation cloud-based origination software that is primarily geared toward hard money lenders. The system was built around the borrower experience; this emphasizes its simplicity and speed for loan officers.
- Cover Story
- March 2020 (Women in Real Estate)
- Although there were times when Karey Geddes, CEO of ViaNova Capital, had to work harder than her male counterparts, the battles she has fought have only made her a stronger person. "Hard work, dedication, and focus can take you anywhere. Never give up, and even when someone is standing in your way, find a way around," she emphasizes.
- Cover Story
- February 2020
- At the core of Alfred are three deceivingly simple goals: building relationships, closing deals faster,and growing business at a consistent rate.
- Cover Story
- December 2019/January 2020
- Walnut Street Finance is built on knowledge and a deep focus on quality--from investments to projects to employees. This trifecta is the key to their success.
- Cover Story
- November 2019
- "The reality is that foreclosures are always going to be needed whether we are talking about institutional lenders, like banks or private lenders, it's always in need. There are always going to be people who are not able to afford what they've done, or in some cases, take advantage of what's happened," says Randy Newman, CEO of Total Lender Solutions.
- Cover Story
- October 2019
- "Attention to detail is crucial," says Thomas Standen, CEO of Note Servicing Center. "I'm hoping you can hear the passion I have for this, the passion that was instilled in me. It may seem a little weird to be this passionate about loan servicing, but that's what I live every day."
- Cover Story
- September 2019
- "Combined with our capital platform, our team has the ability to scope, structure, and close multifamily and commercial real estate loans quickly and efficiently. Even challenging transactions to become easier because of the knowledge, experience, and service levels of our team," says Donald Pelgrim, CEO of Wilshire Finance Partners.
- Cover Story
- August 2019
- "We have implemented processes that bring an element of speed into the private money space, and that is one of the reasons many of our clients choose us. In order to have speed, you have to do things right--you don't want to have to do a bad loan, so we have to underwrite those loans quickly and accurately," says Rich Katz, president of Rodeo Lending.
- Cover Story
- July 2019
- "I think our success is attributable to the team we've brought on - one of the things we've done since creating the platform is hiring incredibly seasoned, talented people within their specific role in the firm," says President of Money 360 Gary Bechtel. "Typically, our people have around 25 years of experience in their specific role."
- Cover Story
- June 2019
- Brother and sister duo Bill and Wendy Fairman did not start their careers in the private lending space, but they saw a need for financing small businesses after the Stock Market Crash of 2008-9, and thus Carolina Capital Management was born.
- Cover Story
- May 2019
- "We took notes of what we liked and didn't like at our previous jobs, but also what our potential clients were looking for in the lending industry," says Briana Malkoon, co-founder of BiCoastal Capital. "We talked to them about what they liked and what they thought we lacked, and we took those conversations towards founding BiCoastal."
- Cover Story
- April 2019
- The services at CSFI Loan Management can be broken down into a few key points: contractor review, project feasibility, funds control, and inspections.
- Cover Story
- March 2019
- "When clients would have apprehension, I never took it personally…what I started to do was bring people into the office and give them real-time examples. I pulled up their reports and walked them through the process of what was affecting their credit, showing them the requirements needed to get their situation qualified. Even though I was doing 'freebees,' it was essential to building my credibility." says Adonis Lockett, director of operations at Lockett-N-Homes.
- Cover Story
- February 2019
- "Yes, the [Non-Conventional Lending Exchange] is there to do business, but what differentiates it from everybody else is that we really want to educate people…there's a learning component, but there's also a community component," says Anthony Geraci, CEO of Geraci LLP.
- Cover Story
- January 2019
- “It seemed like, for a while at least, data took over to the point where we decided to create a way for human involvement to be spent on the most appropriate human tasks that you probably shouldn’t trust to a computer.”
- Cover Story
- December 2018
- While Brew Johnson, CEO of PeerStreet, was making hard money loans, buying foreclosures, and buying distressed notes from banks, he noticed something; even though he was a lawyer with a seasoned insight into risk, there were not many avenues to raise capital for real estate deals. This was one of the factors that led to PeerStreet’s founding.
- Cover Story
- November 2018
- "Everything I know today will be obsolete within five years means you have to have your finger on the pulse of the industry and on your clients," says Jerry Delgado, creator of The Mortgage Office.
- Cover Story
- October 2018
- “We’ve taken an industry where customer service is basically non-existent, and we have made a focus to provide best-in-class service throughout every touch point, whether it’s origination, time to funding, or delays in construction,” says Oliver Austria, Co-CEO of Triumph Capital Partners. “We understand there is a lot of repeat business in this space and we’re approaching it with the best attitude.”
- Cover Story
- September 2018
- Noble Capital is not the only private lender in town anymore, but founder and CEO Jadon Newman still sees the company as a pioneer in its business model and lending and investing practices. It is not simply a private lending firm; it markets itself as an alternative investment firm specializing in private lending, retirement strategy and real estate with a $150 million portfolio.
- Cover Story
- August 2018
- "We want everyone walking into our homes to be completely wowed, and I think we’re accomplishing that. Our finished product has been very well received and well liked, and some of our homes have received ‘best on tour’ from the real estate community, and that’s where we want our buyers to think of us. We want to be in that space.” says REFCORP President and CEO Adam Child.
- Cover Story
- July 2018
- Along with a strict LTV, President Chuck Hershson says the Company consistently delivers what it promises: delivery of funds in the specified time frame (7 to 10 working days) with clean title and loan servicing for the life of the loan (Fidelity never sells off loans ). And in the rare event of a foreclosure, Fidelity stays with the property until the end and pays off the investors at the foreclosure sale.
- Cover Story
- June 2018
- "There is significant value in using an appraisal management company for so many reasons, whether its peace of mind, protection, quality control, or having a nationwide network that is not only monitored but also regulated," says Michael Tedesco, Founder and CEO of Appraisal Nation.
- Cover Story
- May 2018
- "When people are mystified on how I’m able to make such an impact across industries, I’m never speaking to industries, I’m speaking to human beings. Under the suits and ties, we’re all the same with hopes and dreams,” says poet Sekou Andrews.
- Cover Story
- April 2018
- "Credit unions are all about the relationship. At most cooperatives, loan decisions are made locally, and borrowers enjoy direct access to their originating loan officer throughout the life of the loan. Although credit unions prefer to work directly with their members, many have established strong partnerships with third-parties such as commercial mortgage brokers," says Dina Kroshkin, Vice President of Loan Originations at CU Business Group, LLC.
- Cover Story
- March 2018
- "Communication between you, the investors, and your borrowers helps maintain trust and build an even foundation, regardless of which side of the table you’re on: investor, lender, or borrower. Everyone is working toward one goal, which is completion of the project, with the realization of the investor’s return of capital, and most importantly, the return on capital. This can only happen through consistent and constant communication," says Edwin D. Epperson III.
- Cover Story
- February 2018
- "JCAP Private Lending is an old-school, high touch lender. We are attacking the deal flow challenge by increasing the sales staff. We are a people-centric company. The goal is to have everyone know everyone — people working with people to safely close more loans quickly," says Bob Eakin.
- Cover Story
- January 2018
- Nearly a decade has passed since the collapse of Lehman Brothers and the ensuing recession. The shocking bankruptcy filing by Lehman caught Wall Street by surprise toward the end of 2008 and riled markets. The subsequent loss of clients, drop in stock price, and sell-off of assets helped send the global economy into a tailspin and ushered in the worst housing crash in history.
- Cover Story
- December 2017
- "Whatever you’re doing and innovating, whether you see it or not, someone is on your heels. Keep growing, keep going, keep striving and be humble. None of us knows everything. Keep learning," says Anthony Geraci, CEO and partner at Geraci LLP.
- Cover Story
- November 2017
- "I get up every morning grateful to be alive and healthy. I understand that in this type of market there are equal parts catastrophe and opportunity. I have experienced the former; I anticipate the latter. I am focused on working hard and doing my best,” says John McMonigle.
- Cover Story
- October 2017
- If you’re considering lending on a property that has a HERO loan, Anthony Geraci, CEO and partner at Geraci LLP, discusses a good checklist for you to consider before doing so.
- Cover Story
- September 2017
- Millennials may be the most socially aware generation. With so much information at their fingertips, their comprehension level is high, but the tolerance for exhaustive marketing pieces is small. This article discusses the best ways to market to millennials.
- Cover Story
- August 2017
- Realizing others could benefit from a little more stability in the industry, we decided we could build a business that would “do good, by doing good.” We worked with investors, borrowers, and industry professionals to build relationships, develop tools, and provide services that make for more efficient, transparent, and compliant hard money transactions and therefore, a better industry overall. Out of this came our brand purpose, Connect Build Transform," says Drew Louis of Del Toro Loan Servicing.
- Cover Story
- July 2017
- "Become who you really are. Make the choice no matter how difficult. Make the choice to be a force of nature for good. It is never too late," says John Ingoglia of Socotra Capital.
ABOUT ORIGINATE REPORT
Our story at Originate Report began in 2017 with a singular idea: providing value to our readership. Through many iterations since its inception, Originate Report has risen to the challenge. We’ve grown our readership while honing in on what industry leaders need to know.
Today, our bi-monthly publication is found both in print at industry conferences and via digital distribution channels that provide thousands of loan originators, lenders, investors, and service providers in the non-conventional lending industry with the insight they require to weather industry trends and grow their businesses.
Everyone has a story to tell and we, at Originate Report, strive to ensure yours gets heard.