Private Money Summit: How to Actually Get Deals Funded
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Summary
In this live Private Money Summit session, Brad sits down with experienced private lenders Rich and Justin to break down what actually gets deals funded, and what gets them rejected.
This is a tactical deep dive into how lenders think: from evaluating deals and borrowers to common mistakes, red flags, and how beginners can land their first funding.
If you’ve ever asked, “How do I find the money?”, this episode answers it from the other side of the table.
🔑 Key Takeaways
- Great deals attract money, but only if presented well.
- Lenders invest in both the deal and the operator.
- Beginners fail by being overly optimistic and not conservative enough.
- Liquidity and downside protection matter more than upside.
- Your first deal should prioritize learning + safety
⏱️ Episode Chapters:
[00:00] – Welcome and Why Capital Becomes the Bottleneck
[02:34] – Meet the Lenders: Rich and Justin
[04:18] – What Deals Lenders Prefer
[07:22] – Deal Criteria: Markets, Risk and Skin in the Game
[12:49] – Rookie Mistakes in Deals
[16:29] – Case Study: Spotting a Bad Deal Early
[22:46] – Biggest Mistakes When Raising Capital
[25:26] – Red Flags That Kill Deals
[30:31] – Partnerships: Risks and Realities
[36:29] – Getting Your First Deal Funded
[41:12] – Loan Breakdown Example ($100K Deal)
[46:24] – What Makes Rural Deals Viable
[50:32] – Managing Note Portfolios
[55:14] – Real Example: High Down Payment, Still Defaulted
[01:05:00] – Evaluating Worst-Case Scenarios
[01:10:00] – Exit Strategy Thinking: Flip vs. Rent vs. Note
[01:15:00] – When Deals Go Wrong (Real Scenarios)
[01:25:27] – Why Worst-Case Scenario Investing Wins
[01:31:41] – Why Friends and Family Can Be Difficult Capital
[01:38:13] – Final Thoughts and Wrap-Up
📢 Resources:
👉 Book a call to learn how to create deals like these: https://learn.investorcreator.com/social
🌟 Join the Investor Creator Community: https://learn.investorcreator.com