Liquidity without selling the position.
Clients with strong portfolios, or stock that has not come liquid yet, who need cash now without selling at the wrong moment or triggering a taxable event.
Clients with strong portfolios, or stock that has not come liquid yet, who need cash now without selling at the wrong moment or triggering a taxable event.
How do advisors use a bridge loan for a client?
Real estate a client already owns can cover a liquidity gap in days without touching the portfolio. We lend against the equity, approve in under 24 hours, and charge no prepayment penalty, so the loan is repaid the moment the funding round, the sale or the distribution lands. Advisors bring us three situations most often: a retirement or investment account the client should not be drawing down, an inherited property that is not ready to sell, and a founder whose capital is tied up until a round closes.
Approvals in under 24 hours · no prepayment penalty · repaid when the liquidity lands
That is enough for a first answer. No application fee, and nothing is pulled to get it.
My client was referred to these folks by a trusted advisor. Their performance on closing the transaction was the best performance I have ever seen in my almost 50 years of practice. High integrity, accuracy in their representations, and outstanding client communication. An exceptional team of highly trained individuals all working around the clock to serve their clients.
Thank you Sofia. You are nothing short of a life saver. You have spent your career forming relationships, trust, and connections so that the solution to my clients' finance problems is simply one phone call away. Sofia is a highly intelligent, experienced problem solver with all the resources you need. She is an essential member of my team, and I am so grateful to know she is in my corner. In an industry where trust is everything, Sofia is the obvious choice for all your creative lending and financing needs.
Yes, and it is one of the most common reasons an advisor calls. We lend against the real estate, so the positions stay where they are. One client borrowed a little against a $5.5M portfolio and used a bridge loan for the rest of the gap, so he never needed the full amount from either.
Yes. An inherited home that is not ready to sell still holds equity, and that equity can fund the next purchase and the work needed to get the inherited house ready.
Three reasons come up repeatedly: speed, since a line takes weeks and we approve in under 24 hours; size, since a line large enough often is not available; and purpose, since home equity lines are meant for money that goes back into the property, not into a business.
No. The loan can be repaid as soon as the funding round, the sale or the distribution lands.
Four simple questions and one straight answer.
Golden Gate Lending Group Inc. · California DRE #01405277 · NMLS #241012 · Equal Housing Opportunity. Loans are made or arranged pursuant to a California Department of Real Estate license. This site is not a commitment to lend, and all loans are subject to underwriting and property approval.
