Commercial Successes for September

September Commercial Lending and Information for Investors:

Fall is upon us and for Investors, this is an excellent season and reason to call us to review current financing, discuss what lies ahead, and financially prepare for tomorrow.

Good News: Latest report from the NFIB – National Federal of Independent Businesses – revealed their highest sentiment number since 1973 when they started polling. If there is a concern it relates to Emerging Markets where localized inflation, interest rates, and a strong dollar are the concerns. Too soon to know what this means for our economy.

A question often asked is whether to hold steady or consider further diversifying one’s investment portfolio? To aid in this, we carefully study a broad range of economic thinkers. It is one of our many tools to help you make solid, financially secure decision. One of these is a proven technique to keep your “capital gains” working for you. And to this, we offer several tax-deferral strategies that will open doors to what is informative, interesting, and beneficial to your bottom line. Want to know more? Now is a great time to call.

News of the Day

Business stays strong: Commercial leases remain hot, purchases are doing well, and Small Business continues firing on all 8 cylinders. In short, consumer demand is not the issue.

We continue brisk business in small apartment complexes, Small Business lending, and construction. And for our Realtor partners, our proven tax deferral strategies are a proven way to increase the number of listing available for sale. Our partnership approach to commercial lending is a win for all, especially when your client sees how it all works. Call!

Foundation of our Success Stories

The competitive nature of our market continues. For you, our strength lies in our 30-year winning record in commercial and small business loans, along with our residential work. Our experienced insight and valuable connections puts us in a good position to focus on each client and the specific needs of each investment. It’s far more just an application.

What we love are the “can you help” calls. The transaction where a party to the deal is full of hope and expectations, but sadly short on reality. Our is role is to re-connect the dots, pull away the fluff and bluster, and then bring a “lost” transactions to a successful close. Focusing on reality, seeking options, and finding solution. Call today.

Do you have investment plan worthy of being reviewed, but found it was rejected because it was not ‘down the middle of the fairway’. Call us. This is not our style. We instead, take pride and are prepared to meet the financial challenges of each deserving investment. Have a project ready to be heard? We have lenders ready to lend. Let’s talk, today.

Looking Ahead: News and Comments

Single family delinquencies continue to drop and commercial activity is ticking up. Good news: Interest rates continue steady, with upward movement constrained by weak activity in Europe and China. More good news: Consumer sentiment and builder sentiment continue strong, with both up slightly. Consumer buying is exceeding expectations and net take home pay, is up again. Call today and stay ahead of the curve.

Keep in mind, during the war called politics, the news we read and hear, may not accurately reflect what is actually happening. For myself, my focus is to keep to the straight and true, unmoved by doomsayers. I put solid choices and your financial security, as my first priority.

Our Lending Process

Need the help of a financial expert? Most success stories begins with the first discussion. It is critical. It is here we carefully review three essentials:

1) Availability of Capital,

2) Availability of lender products fit for your specific needs,

3) Business market expertise and insight.

Looking to buy or re-allocate your current portfolio? Together, we carefully review a full range of successful strategies, including how to keep your capital-gains working for you. Such proven techniques can be especially beneficial for highly appreciated real estate.

For many investors, delaying the “tax monster” is of great interest. It is here, we can help you build a step-by-step proven approach, one adaptable to your unique situation and overall long-term financial plan.

If you are ready, give a call. We will gladly introduce you to six proven ways to “sell and pay no taxes today”. This an excellent approach to real estate – even if owner occupied. BEST: No cost or obligation to call and ask!

Our Pride is in Your Success

Regardless the road traveled, experience makes clear two primary keys to success: 1) market timing, and 2) one’s commitment to early preparation. That said, let’s begin preparing today. What better way to keep “Father (or Mother) Time” working for you?

Excellent preparation is key to overcoming concerns of higher rates.

Let’s talk soon – the economy is expanding and staying in touch is key to being ready.

Enjoy your day and we remain gratefully yours.

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