Success Story #1
Loan Request : Primary Residence Refinance Cross Collateralized with a listed Investment Property
Loan Amount: $11,500,000 ($9mm 1st TD and $1.5mm HELOC)
Client Profile: Client is an entrepreneur and former AD Agency owner.
Liquidity: >$9 mm
Net Worth: >$25mm
The Solution: PMB was able to provide him both financing requests on
5/1 ARM IO at 5.625% and HELOC at Prime -.75%
The Success: Client will be selling investment property for $10mm with net proceeds about $5mm.
