Case Study – Mortgage

OPPORTUNITY: Diversifying from his commercial real estate portfolio, request through Business Owner Advisory Program to refinance primary residence.

PROFESSION: Commercial Real Estate NET WORTH: $144MM

SOLUTION: Mortgage

Value: $32,500,000

LTV: 22%

MORTGAGE: $7,000,000

OPEN

If you have a similar case, or question, please e-mail me on ceisaac@ymail.com

Case Study – Mortgage

OPPORTUNITY: Completing construction financing on new primary residence in Brentwood, request to refinance from fully amortizing option into interest only ARM.

PROFESSION: Commercial Real Estate

NET WORTH: $53MM

SOLUTION: 5/1 Interest Only Value: $9,800,000 LTV: 66.3%

MORTGAGE: $6,500,000

OPEN If you have a similar case, or question, please e-mail me on ceisaac@ymail.com

Lendologist Mission

Focused on tailoring lending solutions as well as becoming a ‘Leader’ in my company, I look forward to sharing the lessons I am learning about leadership as well as case studies that I am working on in order to help you and your clients as your Lendologist.

Magic Johnson wrote in 32 WAYS TO BE A CHAMPION IN BUSINESS, ‘Most natural-born entrepreneurs have a sixth sense for spotting opportunities where other people see only problems-or nothing at all’.  Encouraged to be entrepreneur as I brand The Private Client Group in Southern California, I look forward to differentiating myself as a Lenodologist by finding innovative lending solutions for complex problems.

Having always enjoyed marketing and colorful language, I will take Harry Beckwith’s suggestion in his chapter Dion and the Rule of Three in WHAT CLIENTS LOVE that all of us have been trained to focus on 3, three, or a triad.

In the end, my goal is to become your trusted strategist.