Thanks for checking into the first episode of this series. After decades of helping homeowners, business owners, and investors get financing, I’ve learned one universal truth: every loan has a wrinkle. One of my mentors taught me the classic framework: Problem → Agitate → Solve.And in most transactions, all three show up whether you plan…

Real financing tales from San Francisco and beyond. While banks seem to sit on every corner of San Francisco — and our city has become one of the world’s biggest tech hubs — not every real estate loan fits neatly into a banker’s checklist. Some transactions need a creative touch. A different perspective. A willingness…