Guides

Expert guides for commercial mortgage brokers and CRE professionals.

Jul 11, 2025 Getting Started

Commercial Loan Products: What Every CRE Broker Should Know in 2026

As a commercial mortgage broker, knowing your products isn't optional. Our guide offers you a deep look at each financing vehicle so you can determine what's the best fit for your clients.

Jul 11, 2025 Loan Types

Nonrecourse Financing: A Broker’s Guide to Fit, Trade-Offs, and Misconceptions

Nonrecourse loans can be a powerful tool (or a costly mistake). This guide helps CRE debt brokers assess when nonrecourse financing truly fits, how to structure the conversation, and what trade offs to flag.

Jul 7, 2025 Loan Types

Life Company Loans: Lower Leverage, Longer Term

Life insurance companies may not be the flashiest lenders — but for the right deal, they can offer some of the best execution in the business.

Jul 7, 2025 Loan Types

PACE Financing: What It Is and Where It Works

PACE financing isn’t a traditional loan — but it can still be a powerful tool in your capital stack. Here’s how it works, and when it can make sense for your clients.

Jul 7, 2025 Loan Types

Mezzanine & Preferred Equity: Filling the Gap

When senior debt won’t cover the full capital stack, mezzanine and preferred equity can help. But each comes with risk — and very different rules of the road.

Jul 4, 2025 Loan Types

Hard Money Loans: When Speed Matters Most

Hard money loans are expensive — but sometimes they’re exactly what your client needs. Learn how and when to use them, and how to avoid common pitfalls.

Jul 4, 2025 Loan Types

USDA Loans: Strong Options for Rural Multifamily

USDA multifamily loans can be an overlooked but powerful tool for financing affordable housing in rural areas — if you know where and when they work.

Jun 30, 2025 Loan Types

SBA Loans: A Broker’s Guide to 7(a) and 504 Financing

Understand the key differences between SBA 7(a) and 504 loans, when they work, and how brokers can navigate the requirements to place these deals successfully.

Jun 30, 2025 Loan Types

HUD Multifamily Loans: A Broker's Guide to 223(f), 221(d)(4), and More

Explore how HUD loans work, when they make sense, and how brokers can guide clients through these complex but powerful executions.

Jun 27, 2025 Loan Types

Fannie Mae Multifamily: What Brokers Should Know

Learn how Fannie Mae's multifamily programs work, which borrowers qualify, and how you can successfully package and place these deals for your clients.

Jun 27, 2025 Loan Types

Freddie Mac Multifamily: Navigating Conventional and Optigo

Learn when Freddie Mac works, how it differs from Fannie, and how to avoid deal killers when placing these multifamily loans.

Jun 27, 2025 Loan Types

Permanent Loans: Long-Term Debt for Stabilized Properties

Understand when to use permanent financing, how it differs from short-term debt, and what you must know as a broker to get these deals closed.

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