Introduction to Income Property Lender Practices and Underwriting: Chapter I, Section II

Poof! My Deal Just Went Up in Smoke: Why Real Estate Transactions Collapse and How to Salvage Them

In real estate, few things are more gut-wrenching than watching a deal unravel after weeks of effort. One moment, you’re celebrating a signed purchase agreement; the next, you’re explaining to your client why the closing won’t happen. Deals fall apart for many reasons—some preventable, others unavoidable. Understanding these pitfalls and remedies can save time, money, and relationships.

When the Title of Real Property Is Held in a Trust and the Trustor/Trustee Passes Away- Quick Read

The Trustor/Trustee Passes Away (dies): Title of Real Property Is Held by the Trustee of the Trust- Technical Read

Property Transfers of Related Parties to Related Parties: California Statutory Exclusions From Property Tax Reassessment Under the Revenue and Taxation Code and Related Rules:

Interested parties should consult with their lawyer or CPA.

Introduction to Income Property Lender Practices and Underwriting Chapter I, Section I

Book published by Dan Harkey

Fix-and-Flip Loan Submission Checklist

Here’s a tailored Fix-and-Flip Loan Submission Checklist for mortgage brokers preparing a package for lenders.

Hard Money Loan Submission Checklist

Here’s a Hard Money Loan Submission Checklist specifically designed for mortgage brokers working with private or non-institutional lenders. These lenders typically prioritize asset-based lending, speed, and clear risk mitigation.

Loan Submission Package From a Mortgage Broker to a Lender

An effective loan submission package from a mortgage broker to a lender should be clear, complete, and compelling, enabling the lender to quickly assess the loan’s risk and viability.

Unlock High-Yield Opportunities with Fractional Trust Deed Investing

Looking for strong returns with a hands-off approach? Fractional trust deed investing offers private investors a secure, flexible way to participate in real estate lending—without the headaches of property management.

Setting Up a Professional Executive Loan Summary for Prospective Lenders

Procedures for the Initial Loan Inquiry to Earn Origination Fees

Best Practices for Procuring Brokers

Fractional Trust Deed Investors: Ownership as Tenants-in-Common

Locating Private Money Loans:

Building a Network for Referrals and Identifying Opportunities

Capital Investments in California Real Property Secured Transactions: Legal Framework and Industry Practices

✅ Compliance Checklist for Private Lending Transactions in California

The Initial Real Estate Loan Inquiry

A Primer in Alternative Reasons

Ask The Right Questions

From A Borrower in a Private Money Loan Transaction

Court Narrows Broker Fiduciary Duties in Malibu Home Dispute- Quick Read

In Larry Wade v. Windstar Investments, LLC, the Los Angeles County Superior Court clarified the limits of a real estate broker’s fiduciary and disclosure obligations. Wade purchased a $3.4 million Malibu property that later proved uninhabitable due to unpermitted construction. He sued the seller and Sotheby’s International Realty, alleging negligence and breach of fiduciary duty for failing to disclose the defects.

Private Money | Hard Money | Loan Originations | Quick Read

Real property borrowers can access alternative sources of financing to banks and other institutional lenders. The subset, private money lending, is designed for non-bankable or non-traditional loan transactions.