Investor and Niche Lending
DSCR, fix-and-flip, BRRRR, and the deals most advisors wave off.
The investor client does not care about your rate. They care about cash flow, the exit, and whether the deal pencils. This track covers the loan types that scare off the rate-quoting advisor: DSCR rentals, fix-and-flip, the BRRRR cycle, and how to talk numbers an investor respects.
For advisors who want the repeat investor client.
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What is a DSCR loan, and how do you size one in front of an investor?
A DSCR loan qualifies the property, not the person. The deal stands or falls on whether the rent covers the payment. Here is the one ratio that decides it and how to run it while the investor watches.
Matthew Peterson · June 20, 2026 · 3 min read
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How to size a fix-and-flip loan in front of a client: ARV, LTC, and the rehab holdback
A fix-and-flip loan is sized off two things at once: what the home costs today and what it will be worth fixed up. Here is how the loan splits into an acquisition piece and a rehab holdback, and how to show an investor what they bring to the table.
Matthew Peterson · June 6, 2026 · 3 min read
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The BRRRR cycle in plain numbers: how the investor's cash comes back out
Buy, rehab, rent, refinance, repeat. The whole strategy lives or dies on one moment: how much cash the refinance returns. Here is how to model that moment so an investor can see whether the deal actually recycles their money.
Matthew Peterson · May 28, 2026 · 3 min read
Other tracks
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Win the Rate Conversation
Move the talk from price to plan, without ducking the rate question.
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Present Options So Clients Decide
Lay the choices side by side so the client picks, fast and sure.
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Grow Your Pipeline
Earn the next deal from the work you already do.
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Explain It to Your Client
Plain-language pieces you can hand a client, with your name on top.
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