The Lenders Playbook

In this episode, I pull back the curtain a little on what really goes on behind the scenes in private lending and conference building. This is a shorter just catching up episode as we prepare for the second half of 2026!  I also talk about a recent novation deal step by step how it came together, the strategy behind the structure, the conversations that mattered, and the key moments that...

If you’re looking for a smarter way to generate consistent monthly income, without the headaches of owning and managing property, this episode is for you. Today, we sit down with Reed from Myers Capital to break down the world of passive mortgage investing. This is a strategy where your capital is deployed into real estate-backed loans, generating predictable monthly cash flow while staying secure...

#108: Two Marines with no background in hard money jump into the business… and build a disciplined, institutional-grade lending platform. In this episode, I sit down with Aidan Wong and Adrian Posoz from RSC Private Lending to break down how they went from figuring it out on the fly to running a high-level operation focused on real underwriting, strong borrower relationships, and long-term pe...

#107: Today’s episode is a powerful one with Ashkan Bashiri, we’re diving deep into real estate, lending, and what’s actually happening in today’s market… not just at the local level, but globally. Ashkan also spoke about this with Michael Franzini on the same topic. With rising geopolitical tension, including the ongoing situation involving Iran, and uncertainty across the economy, investors...

#106: Welcome back to The Lender’s Playbook Podcast. I’m your host, Matt Rosen, and this is Episode 106.Today’s episode is all about one thing, how to invest in multifamily real estate like the pros… even if you’re not one. I sit down with Victor Bell, a longtime friend and seasoned expert in the multifamily investing space. We break down what actually makes a deal profitable, the key metrics ever...

Welcome back to The Lender’s Playbook! I’m your host, Matt Rosen, and today we’re tackling one thing every private lender wants: consistent, qualified deal flow. I sit down with Stephen Lawrence from BlueCraft Leads to break down their system designed specifically for private lenders. We cover how they attract serious borrowers, filter out unqualified leads, and deliver results for private lenders...

#104:Welcome back to the Lenders Playbook Podcast. This is episode 104, and I’m your host, Matt Rosen. Today we sit down with Roy Landers. An attorney and former judge... and I’ve got to say — this was one of the most eye-opening and fun conversations I’ve had in a while. Roy buys profitable small businesses from retiring owners and scales them with investors. It’s an incredible model for entrepre...

Welcome back to the Lenders Playbook Podcast-episode 103. Today I’m joined by Bill Bymel the founder of First Lien Capital, a company focused on buying and investing in real estate notes. In this episode, we’ll talk about how he got started in the note business, the types of deals he looks for, and how he decides which notes to buy. We’ll also get into what makes his company different, where he th...

Welcome to the Lenders Playbook Podcast with Matt Rosen. In episode 102, we’re joined by Darius Ross, a long-time American Lending Conference member who turns overlooked neighborhoods into profitable opportunities. Darius shares his journey in inner-city investing, the deals that shaped him, and the lessons most investors learn too late. We talk real deals, real risks, and how to find opportunitie...

Building a True All-Inclusive Real Estate & Lending Platform with Taylor GreerIn this episode, I sit down with Taylor Greer, a seasoned real estate and hard money professional who’s been navigating the Sacramento market since 2005. Taylor breaks down how CARLILE was built as a true all-inclusive boutique brokerage—combining real estate, lending, hard money, and appraisals under one roof—and wh...

Today’s episode is a big one. Welcome to the Lenders Playbook! Today is a big day for us. This is our 100th episode, and I honestly couldn’t think of a more fitting way to mark the milestone here at the start of 2026.When I look back at why this podcast started, it was always about bringing real conversations, real operators, and real value to this industry—not hype, not noise, but people who are...

In Episode 98 of The Lenders Playbook, host Matt Rosen dives into what happens when real estate deals don’t go as planned—and how private lenders can protect themselves before problems arise. Our guest today is by Brock Berglund, a specialist in commercial foreclosures and loan workouts, we break down real-world scenarios, common lender misunderstandings, and practical strategies to avoid costly m...

Episode 97 of The Lenders Playbook features an in-depth conversation with entrepreneur Chance Wheeler, founder of Asset Allies—a company using advanced AI to transform the way lenders, brokers, and investors underwrite real estate deals. In this episode, we unpack the real problems in today’s underwriting process: slow turnaround times, inconsistent valuations, and decisions often based on gut ins...

Looking for consistent returns without the headaches of fixing toilets or managing tenants? Promissory notes may be the passive investment strategy you’ve been searching for. In Episode 96, our guest explains how note investing supports real families, delivers strong results, and allows investors to own the asset directly without doing any of the work. If you want to build wealth smarter and faste...

Welcome back to The Lenders Playbook Podcast episode #95. We are you your go-to resource for private lending, real estate, and entrepreneurship. I’m your host, Matt Rosen. Today, I’m joined by Mat Sorensen — attorney, best-selling author, and CEO of Directed IRA, one of the nation’s top self-directed IRA companies.  We’re breaking down how to use your retirement funds to invest in real estate...

Welcome back to The Lenders Playbook, Episode #93! I’m your host, Matt Rosen and today’s episode is one every lender needs to hear. We’re joined by Melissa Martorella, Partner at Fortra Law, one of the most respected legal firms in private lending. Melissa shares how she built a powerhouse team serving lenders nationwide, the biggest legal mistakes to avoid, and what it takes to stay protected in...

#92: Today, we’re sitting down with Bryce Matheson founder of Lendr, a company that’s transforming how private lenders run their businesses. If you’ve ever felt bogged down by spreadsheets, overwhelmed by managing multiple tools, or stuck trying to scale, this conversation is for you. We’ll unpack the problem that sparked the creation of Lendr, how it streamlines day-to-day operations for lenders,...

#91: In this episode, I take you behind the scenes of the recent American Lending Conference, our most impactful event yet. From powerful keynote sessions and high-level panels to the incredible networking that brought lenders, brokers, investors, and service providers together, this year’s conference truly raised the bar. I’ll share some of the highlights, the energy in the room, and the key take...

#90: Welcome to The Lender’s Playbook episode 90!,  I’m your host, Matt Rosen and today we’ve got a very special episode. But first a quick yet timely announcement! The American Lending Conference is just around the corner—next week, September 3rd–4th at the beautiful Green Valley Ranch in Las Vegas. This national event is where lenders, brokers, investors, and industry experts come together...

Welcome to The Lenders Playbook. Your resource for all things private lending, real estate, and entrepreneurship.  In today’s episode, I sit down with Greg Herlean, Founder of Horizon Trust, to talk about how investors can take control of their financial future using Self-Directed IRAs. And how Greg at a very young age was able to raise a significant amount of capital for his real estate proj...

In this episode, we sit down with Vince Martinez since, a seasoned mortgage broker with his sights set on expanding into private lending. He shares his take on today’s market, where he sees opportunity in hard money and non-QM, and why this year’s conference is the place to make those deals happen. I love this episode, because I think you will relate to his journey especially if you are a mortgage...

Welcome to the lenders playbook podcast, episode 87! I am your host Matt Rosen, and we are your go to podcast for private lending, real estate and entrepreneurship. Today we’re taking a deep dive into the evolving world of valuations and appraisals with Service 1st, a company that’s redefining how private lenders and investors approach the appraisal process. My guest is Pete Gianfransesco who play...

Today on the show, We are honored to have Craig Stack the founder of Truepic. we’re diving into the future of inspections with Truepic  a technology that’s transforming how lenders, investors, and industries verify information remotely. Borrowers want funding now, but as fraudsters get smarter, skipping due diligence puts your portfolio and your profits at risk. We discuss how verified virtua...

Welcome to the lenders playbook podcast, episode 85. We are your go to podcast for private lending, real estate and entrepreneurship. I am your host Matt RosenToday, we’re catching up with Josh Jensen one of the most innovative forces in the inspection and appraisal valuation world — We had Josh on episode 58, which ironically is 85 backwards....Well, since then they’ve launched a new product that...

This episode is brought to you my The American Lending Conference. The premier private lending conference that brings you high level networking, practical education and support from a growing community. Join us Sept 3-4 in las vegas at the green valley ranch. Go to american lending conference.com. and dont miss this! Today on we’re talking with Trey Markel with Centrex — the fintech platform helpi...