Private Lenders and Note Investors: 3 Tips from an Industry Radical

April 26, 2017

Written by: Doug Smith, Portfolio Manager – Castle Rock Capital Management

For more than 25 years, I’ve had the pleasure of working with some of the best credit minds in the country. I’ve also had the painful experience of watching scores of private lenders and note buyers with no formal credit background whatsoever make fatal mistakes when underwriting private loans and notes for purchase. Making private loans or buying performing and non-performing loans can be a very fruitful and worthwhile proposition, but many lenders and investors don’t follow sound underwriting principals when making a decision about purchasing or originating a loan. Continue reading…

The #1 Tip for Communicating with the IRS

February 28, 2017

Written By: Tyler Carter

I might need to go into protective custody for what I’m about to announce to the self-directed IRA community but here it goes…the IRS isn’t all bad. I realize that’s like saying that the DMV is a fun place to spend an afternoon or that Pitbull has a few good songs. I know this sounds like an indefensible position, but hear me out. If you’re a taxpayer, you need to know about the Taxpayer Advocate Service. Continue reading…