Track 03 · For Investors

Financing playbooks for building a real estate portfolio.

DSCR, non-QM, bank statement, asset depletion — the loans investors actually use, explained in plain English.

Switch to Consumer track →
Filter

Have a mortgage question? Text it to us right now.

Financing Structures

6 videos
What is a DSCR loan and how does it work?
Ep · 01
Financing Structures

What is a DSCR loan and how does it work?

DSCR fundamentals

No-ratio DSCR — who it's for and when to use it
Ep · 02
Financing Structures

No-ratio DSCR — who it's for and when to use it

Alternative DSCR structures

Cash-out DSCR — how to pull equity from an investment property
Ep · 03
Financing Structures

Cash-out DSCR — how to pull equity from an investment property

Unlocking equity

InvestorEp · 04
Interest-only loans — maximizing cash flow on investment properties
Financing Structures

Interest-only loans — maximizing cash flow on investment properties

Cash flow financing

InvestorEp · 05
Jumbo and super jumbo non-QM loans for high-value investments
Financing Structures

Jumbo and super jumbo non-QM loans for high-value investments

High-balance investor loans

InvestorEp · 06
Using a second mortgage or HELOC to fund your next acquisition
Financing Structures

Using a second mortgage or HELOC to fund your next acquisition

Layered financing

How Investors Qualify

5 videos
How investors qualify without W-2s or tax returns
Ep · 07
How Investors Qualify

How investors qualify without W-2s or tax returns

Non-QM qualification

The difference between DSCR and conventional investment financing
Ep · 08
How Investors Qualify

The difference between DSCR and conventional investment financing

Program comparison

What is a bank statement loan and who qualifies?
Ep · 09
How Investors Qualify

What is a bank statement loan and who qualifies?

Self-employed borrowers

InvestorEp · 10
Asset depletion loans — using wealth instead of income to qualify
How Investors Qualify

Asset depletion loans — using wealth instead of income to qualify

Asset-based qualifying

InvestorEp · 11
Recent credit events — can you still invest after a bankruptcy or foreclosure?
How Investors Qualify

Recent credit events — can you still invest after a bankruptcy or foreclosure?

Rebuilding after credit events

Investor Strategy

9 videos
InvestorEp · 12
How to finance a fix-and-flip in today's market
Investor Strategy

How to finance a fix-and-flip in today's market

Short-term investor lending

InvestorEp · 13
Long-term hold strategy — what loan structure works best?
Investor Strategy

Long-term hold strategy — what loan structure works best?

Building durable rental income

InvestorEp · 14
How to build a real estate portfolio using DSCR financing
Investor Strategy

How to build a real estate portfolio using DSCR financing

Scaling with DSCR

InvestorEp · 15
Foreign nationals — how to buy investment property in the US
Investor Strategy

Foreign nationals — how to buy investment property in the US

Cross-border investing

InvestorEp · 16
What lenders look for on an investment property appraisal
Investor Strategy

What lenders look for on an investment property appraisal

Appraisal expectations

InvestorEp · 17
Seller concessions on investment properties — what's allowed?
Investor Strategy

Seller concessions on investment properties — what's allowed?

Concession rules

InvestorEp · 18
How to analyze a rental property before financing it
Investor Strategy

How to analyze a rental property before financing it

Deal analysis basics

InvestorEp · 19
The top mistakes investors make when financing real estate
Investor Strategy

The top mistakes investors make when financing real estate

Common pitfalls

InvestorEp · 20
How working with a mortgage broker vs. a bank changes your options
Investor Strategy

How working with a mortgage broker vs. a bank changes your options

Choosing the right lender