Due Diligence for Private Lending with Jeff Watson

Before you lend money from your self-directed IRA, you must understand the risks and how to minimize them. In this informative webinar, Advanta IRA’s Larissa Greene welcomes real estate attorney and investor Jeff Watson for a discussion on how to perform due diligence on private notes, including vetting the borrowers.

Drawing from his extensive legal experience and investment insight, Jeff will preview key topics from his upcoming Elite Deal Makers class and explain the critical steps of due diligence for IRA-based lending. Whether you’re lending to real estate investors, entrepreneurs, or other borrowers, this session will help you understand how to protect your retirement assets while making smart lending decisions.

In this webinar, you’ll learn:
· The four questions to ask yourself before making a loan
· How to analyze the deal and assess the borrower’s credibility
· What you need to know about the collateral securing the loan

Whether you’re lending to real estate investors, entrepreneurs, or other borrowers, this session will help you understand how to protect your retirement assets while making smart lending decisions.

You must register here to receive the webinar link.