Template · awaiting data
Fix & flip, two-family
- Market
- [County, state]
- Strategy
- Renovate and sell
- Purchase
- [$]
- Renovation
- [$]
- ARV
- [$]
- Loan amount
- [$]
- Time to close
- [days]
Challenge: [e.g. tight closing date]
Structure: [how it was solved]
Case studies
How Investor Deals Get Structured
Each case study will document a closed loan: the property, what made it difficult, and how the financing was structured to work. Figures come from closed transactions and are published with the borrower's permission.
Publishing standard
No case study is published without a closed loan behind it.Real transactions only
Every case study reflects a loan that has closed. Nothing is hypothetical or composite.
Permission first
Borrowers approve what is shared. Addresses and names are generalized unless the borrower asks otherwise.
Useful detail
Each one explains the reasoning: why the structure fit, what the investor prepared, and what they would do differently.
Case study format
What each case study will cover.
These cards show the format. They will be replaced with closed, approved transactions.
Template · awaiting data
First-time investor purchase
- Market
- [County, state]
- Strategy
- Renovate and sell
- Purchase
- [$]
- Renovation
- [$]
- ARV
- [$]
- Loan amount
- [$]
- Time to close
- [days]
Challenge: [e.g. no prior projects]
Structure: [how it was solved]
Template · awaiting data
Acquisition + rehab to rental
- Market
- [County, state]
- Strategy
- Renovate, rent, refinance
- Purchase
- [$]
- Renovation
- [$]
- ARV
- [$]
- Loan amount
- [$]
- Time to close
- [days]
Challenge: [e.g. heavy scope]
Structure: [how it was solved]
Each write-up includes
- The property: type, market, condition at purchase.
- The investor: experience level and strategy, in general terms.
- The challenge: timeline, scope, valuation or experience issue.
- The structure: loan amount, leverage, renovation draws, term.
- The outcome: closing timeline and, where shared, the exit.
- The takeaway: one lesson another investor can use.
Explore the programs these deals use: fix & flip, acquisition + rehab, construction and first-time investor financing.
Next step
Have a Deal in Mind?
Submit the property details and let’s review the financing structure.
Helpful to include
- Property address and property type
- Purchase price and target closing date
- Renovation budget or scope of work
- Estimated after-repair value (ARV) and comps
- Your recent project experience, if any