
Portfolio Loans 101 for Real Estate Investors
08/04/23 • 24 min
Portfolio Loans 101 for Real Estate Investors
Most real estate investors initially use conventional financing options to acquire their rental property portfolio. However, when they hit the limit of conventional loans they can obtain, they may switch to portfolio loan products to continue acquiring properties. Additionally, when doing certain types of partnerships, it may be beneficial to consider portfolio loans.
In this mini-class, James covers the basics of portfolio mortgage financing for real estate investors.
Check out the video from this class here:
Portfolio Loans 101 for Real Estate Investors - Video
In this class, James discusses:
- An overview of other financing options before we get to portfolio loans and portfolio lenders in Anchorage
- What are portfolio loans?
- When do we typically use them as real estate investors?
- Plus much more...
Free Real Estate Deal Analysis Spreadsheet: Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis SpreadsheetTM by going to:
https://RealEstateFinancialPlanner.com/spreadsheet
Improve Cash Flow: Book a consultation to improve cash flow using our proprietary 88 cash flow improving strategies.
Real Estate Agent & Lender Collaborators: Interested in collaborating with us on the Anchorage real estate investor podcast? Book a free consultation to discuss.
Portfolio Loans 101 for Real Estate Investors
Most real estate investors initially use conventional financing options to acquire their rental property portfolio. However, when they hit the limit of conventional loans they can obtain, they may switch to portfolio loan products to continue acquiring properties. Additionally, when doing certain types of partnerships, it may be beneficial to consider portfolio loans.
In this mini-class, James covers the basics of portfolio mortgage financing for real estate investors.
Check out the video from this class here:
Portfolio Loans 101 for Real Estate Investors - Video
In this class, James discusses:
- An overview of other financing options before we get to portfolio loans and portfolio lenders in Anchorage
- What are portfolio loans?
- When do we typically use them as real estate investors?
- Plus much more...
Free Real Estate Deal Analysis Spreadsheet: Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis SpreadsheetTM by going to:
https://RealEstateFinancialPlanner.com/spreadsheet
Improve Cash Flow: Book a consultation to improve cash flow using our proprietary 88 cash flow improving strategies.
Real Estate Agent & Lender Collaborators: Interested in collaborating with us on the Anchorage real estate investor podcast? Book a free consultation to discuss.
Previous Episode

Conventional Financing 101 for Real Estate Investors
Conventional Financing 101 for Real Estate Investors
While about one-third of real estate transactions are all-cash, the majority of real estate investors use conventional financing options to acquire their rental properties. Even new investors often desire to utilize creative financing strategies, but it's important to have a foundational understanding of conventional financing.
In this mini-class, James will cover the basics of conventional financing for real estate investors.
Check out the video from this class here:
Conventional Financing 101 for Real Estate Investors - Video
In this class, James discusses:
- An overview of other financing options before we get to conventional financing
- Conventional financing for both non-owner-occupant investment properties and 3% and 5% down payment loans (especially for house hackers and NomadsTM)
- Plus much more...
Free Real Estate Deal Analysis Spreadsheet: Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis SpreadsheetTM by going to:
https://RealEstateFinancialPlanner.com/spreadsheet
Improve Cash Flow: Book a consultation to improve cash flow using our proprietary 88 cash flow improving strategies.
Real Estate Agent & Lender Collaborators: Interested in collaborating with us on the Anchorage real estate investor podcast? Book a free consultation to discuss.
Next Episode

Commercial Loans 101 for Real Estate Investors
Commercial Loans 101 for Real Estate Investors
Recently, we have been covering a variety of financing options for real estate investors. However, we have primarily focused on financing single-family homes, condos, townhomes, duplexes, triplexes, and fourplexes. But what if you're interested in purchasing a commercial building, an apartment with five or more units, or an industrial property?
That's where commercial financing comes in.
In this mini-class, James will introduce you to commercial financing, explain how it differs from more conventional financing options, and discuss when you might use it as a real estate investor.
Check out the video from this class here:
Commercial Loans 101 for Real Estate Investors - Video
In this class, James discusses:
- An overview of other financing options before we get to commercial loans and commercial lenders in Anchorage
- What are commercial loans?
- When do we typically use them as real estate investors?
- Plus much more...
Free Real Estate Deal Analysis Spreadsheet: Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis SpreadsheetTM by going to:
https://RealEstateFinancialPlanner.com/spreadsheet
Improve Cash Flow: Book a consultation to improve cash flow using our proprietary 88 cash flow improving strategies.
Real Estate Agent & Lender Collaborators: Interested in collaborating with us on the Anchorage real estate investor podcast? Book a free consultation to discuss.
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