The Private Note Due-Diligence Checklist

Ten questions to answer before you lend a dollar against real estate. In order. If any layer fails, there is no deal.

• Layer 1: vet the operator. Two questions that separate a real track record from a highlight reel, and how to tell what actually keeps an operator committed when things get hard.
• Layer 2: vet the deal. Five questions, including the biggest one on the page: how is this loan actually being paid back?
• Layer 3: vet the paperwork and terms. The documents are the deal. Everything else is conversation.
• Plus the two-question test that flags a fake lending pitch before you look at a single number.

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Educational content only. Not financial, legal, tax, or investment advice, and not an offer or solicitation of any investment. Consult your own licensed professionals before making financial decisions.