Lenders Playbook. Episode 90
The Lenders' Blueprint: National Market Expansion with Chris Donovan
Welcome to episode 90 of The Lender’s Playbook! I’m your host, [Your Name], and today’s episode comes with both a timely announcement and an incredible guest.
The American Lending Conference is happening next week—September 3rd–4th at the beautiful Green Valley Ranch in Las Vegas. This national event brings together lenders, brokers, investors, and industry leaders for two days of learning, networking, and growth.
Joining me today is Chris Donovan from Doss Law, who will also be speaking at the conference. Chris is diving into a crucial topic for lenders: multi-state expansion and the legal strategies you need in place to scale successfully. We’ll cover the challenges, the risks, and the smart structures that can set your business up for long-term growth.
Whether you’ll be in Las Vegas with us or tuning in from home, you’ll walk away from this conversation with actionable insights you can put into practice right away.
What you will learn
Clarity on multi-state expansion — what it takes legally and structurally to scale your lending business across state lines.
Insights on risk management — how to avoid costly mistakes when entering new markets.
Smart growth strategies — proven approaches for building a strong legal foundation while expanding.
Actionable advice from the field — practical steps lenders can apply right away, whether attending the conference or tuning in frsg\d
Books Mentioned
Bible
Connect with Chris!
Attend the American Lending Conference and watch his Keynote “The Lenders Playbook: National Market Expansion”
https://www.dosslaw.com
Please Subscribe!
Lenders Playbook. Episode 89
Raising Capital & Building Wealth with Self-Directed IRAs with Greg Herlean
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 projects. Greg breaks down what a Self-Directed IRA is, how it’s different from traditional retirement accounts, and why it’s such a powerful tool for real estate investors and private lenders. We dive into the benefits, the risks, and even real-life examples of people who’ve used this strategy to grow their wealth. Whether you’re raising capital, lending, or just getting started in real estate investing, this conversation will give you practical steps and inspiration to put your money to work in more innovative ways.
And we are right around the corner from our 4th national private lending conference, Sept 3-4 in Henderson, NV, where you will meet most of our podcast guests, lenders, investors, capital providers, and brokers for great networking opportunities and education. We're excited to announce an amazing lineup: a kickoff cocktail party, world-class breakfast and lunch, an after-party with a huge exhibitor hall, and some cool surprises for you!
Please go to www.americanlendingconference.com for more details
What you will learn
How Greg raised significant capital early in his real estate career
What a Self-Directed IRA is and why it gives investors more control
The benefits (and risks) of using SDIRAs for real estate and lending
Practical steps to grow wealth and raise capital smarter
Books Mentioned
The Obstacle Is The Way
The New Testament
Quotes and Questions Greg Mentions…
“If you want to be successful, find someone who is successful and work for free.”
“You do not need to be an expert, just find IRA’s”
“Change your messaging.”
“Do you have an IRA? “
“Did you know your IRA can partner or invest with me?”
“Become an expert in IRA’s”
Connect with Horizon
https://www.horizontrust.com
Please Subscribe!
Lenders Playbook. Episode 88
Into The Mindset Of a Successful Mortgage Broker -Adding Hard Money To His Business with Vince Martinez
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 broker or wanting to enter into our space. Lets bring him on...
What you will learn
Behind the Business: How today’s guest got started and what their day-to-day looks like in private lending and real estate.
Insights into transitioning from conventional mortgages to private lending
Goals & Growth: The vision, goals, and motivations driving their next 12 months.
Real Challenges: Honest insights into the biggest roadblocks they’re facing and how they’re tackling them.
Future Outlook: The opportunities and partnerships they’re most excited about in the industry right now.
Books Mentioned
Think and Grow Rich, Napoleon Hill
Connect with Vince at the American Lending Conference!
Please Subscribe!
Lenders Playbook. Episode 87
Learning The Service First Mindset with Service First's Pete Gianfrancesco
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 plays a pivotal role in guiding the company’s mission and innovation as the Senior VP of Appraisals.
We’ll talk about what Service 1st does, who they serve, how their technology is streamlining the process, what sets them apart from other AMCs, and how they’re tackling some of the biggest challenges in today’s appraisal market. We’ll also cover what private lenders should look for in a great AMC partner, the trends shaping the future of valuations over the next couple of years, and [Guest Name]’s personal insights on leadership,
If you want a clear picture of where the appraisal industry is headed — and how to make sure you’re working with the right partner — this episode is for you.
What you will learn
The secret lenders miss when choosing an AMC partner – and how spotting it can save time, money, and headaches.
Why the appraisal industry is about to change dramatically – and what smart lenders are doing right now to prepare.
How technology is removing the biggest roadblocks in valuations – giving lenders faster, more reliable results.
The leadership lessons behind building an appraisal company that stands out – insights you can apply to your own business.
Connect with Pete
pgianfrancesco@service1inc.com
Please Subscribe!
Lenders Playbook. Episode 86
The 48-Hour Draw Is Dead: Why Private Lenders Are Moving to Instant, Fraud-Proof Inspections
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 virtual inspections are replacing slow site visits with a process that protects capital while speeding approvals. Learn how lenders are eliminating inspection bottlenecks, catching AI-generated fakes, and creating a borrower experience that wins repeat business in a competitive market.
What you will learn
How Truepic is transforming inspections with verified virtual technology.
Ways lenders can speed up approvals while protecting against fraud.
How to spot and stop AI-generated fakes before they hit your portfolio.
Creating a borrower experience that builds trust and repeat business.
Books Mentioned
The Daily Stoic
Podcasts Mentioned
Connect with Truepic
https://www.truepic.com
Take this quiz!! Let me know how you did!
Please Subscribe!
Lenders Playbook. Episode 85
Learning about inspections and appraisals with Josh Jensen
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 Rosen
Today, 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 could change the way lenders and investors handle valuations forever.
We’re diving into what sparked this game-changing idea, how their hybrid desktop model works, and why it’s winning over the non-QM space. We’ll talk turn times that could save you days, how they’re keeping data rock-solid and compliant, and the surprising feedback that’s already reshaping the product.
If you’ve ever wanted a faster, smarter way to handle appraisals without cutting corners — you’re going to want to hear this one.”
What you will learn
The spark behind Josh Jensen’s new game-changing valuation product.
How the hybrid desktop model works and why it’s taking off in the non-QM space.
Ways lenders can cut appraisal turn times by days while staying compliant.
Real market feedback that’s already shaping the future of valuations.
Podcasts Mentioned
Connect with Josh
Josh@inspectify.com
Please Subscribe!
Lenders Playbook. Episode 84
A whole new Fintech world for Private Lenders, with Trey Markel
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 helping alternative lenders streamline operations, win more clients, and scale fast.
We’ll cover what makes Centrex different, real success stories, and where fintech is heading next. If you want to ditch clunky systems and close more deals, this episode is for you. Lets bring on Trey Markel
You will learn
How Centrex helps private and alternative lenders streamline operations and grow faster.
Real success stories of lenders scaling with fintech solutions.
What makes Centrex different from other platforms in the market.
Where fintech is heading next—and how lenders can stay ahead.
Books Mentioned On The Show
Banks and Fintech on platform economies
Extreme Ownership, Jocko Willink
Blue Ocean Strategy
Rich Dad, Poor Dad
Podcasts Mentioned
Wharton Business School on Fintech
Connect with Trey Markel
https://centrexsoftware.com
Please Subscribe!
Lenders Playbook. Episode 83
Lessons in Leadership and Private Lending with Anthony Geraci
Welcome to The Lenders Playbook — Episode 83. I’m your host, Matt Rosen, and this is where we dive into the minds of the top performers in private lending and real estate.
Today’s guest is Anthony Geraci — a powerhouse in the industry. He’s the founder of Geraci Law, Stratus Finance, and Move, and also serves as Vice Chair and Founder of AAPL. Anthony brings deep insight into leadership, scaling companies, and the future of lending.
In this episode, we talk about how he identifies great opportunities, the biggest mistakes lenders are making right now, and how AI and regulation are changing the game.
Quick heads up: If you haven’t reserved your seat for the American Lending Conference—happening Sept. 3–4 in Las Vegas—don’t wait. This is where capital, deal flow, and community collide.
Grab your spot at AmericanLendingConference.com—seats are going fast.
What you will learn
How top lenders spot winning opportunities before the competition
The most common (and costly) mistakes lenders make — and how to avoid them
How AI and regulation are reshaping private lending — what to watch for now
Leadership insights from someone who’s scaled multiple companies in lending, law, and finance
Connect with Anthony
https://geracillp.com
Please Subscribe!
Lenders Playbook. Episode 82
The Blueprint to Private Lending Success with Logan Richetti
If you've ever thought about getting into private lending or scaling what you’ve already started today’s episode is a must-listen. Even if you have no money! This conversation could easily be a paid workshop. It’s that good.
I’m sitting down with Logan Richetti someone who’s built world class systems, communities, and platforms that are shaping the future of it. From Finley Capital to LendSafe to LendPrivate, he’s architecting one of the most practical, scalable paths I have seen in private lending.
We talk about how to start lending without a big team, how to raise money the right way (especially from friends and family), what kind of lifestyle this business can create, and the core reasons some lenders thrive while others stall out.
Whether you're a broker, an investor with capital, or someone ready to make lending your main thing, this episode will give you the tools, mindset, and clarity to move forward fast. Please share this with your friends.
National Private Lending Conference
https://www.americanlendingconference.com/
What you will learn
How to start and scale a private lending business—even without your own capital or a big team
Proven strategies for raising money from friends, family, and investors without damaging relationships
The mindset and systems that separate thriving lenders from those who stall out
A behind-the-scenes look at how Logan Richetti is building scalable platforms that are reshaping private lending
Resources and Tools Mentioned
Extreme Ownership, Jocko Willink
Connect with Logan
Please Subscribe
Lenders Playbook. Episode 81
NMLS Compliance and Licensing Strategies for Private Lenders and Mortgage Brokers
What if I told you a simple licensing delay cost a broker not just one deal… but an entire market?
I am your host, Matt Rosen. This is the Lenders Playbook Podcast. Your go to resource for private lending, real estate and entrepreneurship, episode #81!
In today’s episode, we’re diving into the hidden world of licensing with Catalina Stepanov! We are talking about CE renewals, multi-state expansion
where one missed deadline or wrong assumption can cost you time, money, and momentum. Our guest has seen it all, from brokers losing six-figure opportunities due to paperwork mistakes, to the surprising ways companies slow themselves down without even realizing it.
If you’re a broker, lender, or investor looking to grow across state lines or just stay ahead of your CE renewals this episode will give you the roadmap. You'll learn what to do before you touch the paperwork, how to stay compliant without the stress, and where to go for clear, hands-on help
Let’s jump in!
Dont Miss The National Private Lending Conference Of The Year!
https://www.americanlendingconference.com/
What you will learn
Avoid Costly Licensing Mistakes — Learn how one missed deadline can derail deals and what steps to take to prevent it.
Expand Across State Lines with Confidence — Get a clear roadmap for multi-state growth without getting buried in red tape.
Master CE Renewals & Compliance — Discover simple systems to stay on top of renewals and avoid last-minute panic.
Learn from Real-World Missteps — Hear true stories of brokers who lost six-figure deals—and how you can avoid the same fate.
Resources and Tools Mentioned
Licensing Store Podcast-The Approved AF
Connect with Licensing Store!
https://www.licensingstore.com
Please Subscribe
Lenders Playbook. Episode 80
Why You Can’t Miss The American Lending Conference
Today we share with you 3 of the core reasons why you should attend the American Lending Conference, Sept. 3-4 in Las Vegas. We discuss networking, practical education, and the benefits of a thriving community.
Join us! Register here -->https://www.americanlendingconference.com/register-veg
Please Subscribe!
Lenders Playbook. Episode 79
What Every Lender Needs to Know About Fund Control, with Marcus Carter
Welcome to the Lenders Playbook Podcast episode # 79, I am your host Matt Rosen and in today’s episode, we sit down with Marcus Carter the founder of La Mesa Fund Control, a company that’s become a crucial ally for lenders looking to protect their capital in construction projects. You’ll hear how they got started, what fund control really is, and why it’s the difference between successful builds and nightmare loans.
We break down their Pre-Construction Review process, real-world red flags, and what a “healthy” project should actually look like.
Plus—mindset, business advice, game-changing tools, and the books that helped shape his journey.
And if you're serious about growing in this space, don’t miss our National Private Lending Conference, happening Sept 3–4 in Las Vegas. We will have a a room stacked with capital providers, lenders, brokers, investors and serivce providers. If you need more reliable funding sources, or looking to grow your pipeline of investors and brokers this is your event! check us out and get your tickets soon! We are almost sold out! https://www.americanlendingconference.com/
What you will learn
Understand Fund Control 101 — Learn how La Mesa Fund Control protects lenders' capital and ensures construction projects stay on track.
Spot Red Flags Before They Cost You — Hear real-world examples of warning signs lenders should never ignore in pre-construction reviews.
Get Mindset & Business Insights — Discover the tools, habits, and books that helped Marcus Carter build a trusted brand in lending.
Learn What Makes a Project “Healthy” — Gain practical tips to evaluate and manage construction loans with confidence and clarity.
Resources and Tools Mentioned
Good to Great, Jim Collins
Rich Dad, Poor Dad, Robert Kiyosaki
Connect with Marcus at La Mesa!
https://www.lamesafundcontrol.com
Please Subscribe!
Lenders Playbook. Episode 78
Finding & Funding Profitable Construction Deals with Jerry Wilson
In this episode of The Lenders Playbook, we sit down with Jerry Wilson founder of Commercial Servicing and one of the few brokers in the game who actually specializes in ground-up construction and land development deals.
While most brokers avoid these complex projects, Jerry has built a thriving business over 30 years around them, leveraging experience, speed, and creative structuring to fund deals others wouldn’t touch.
You will learn
Why ground-up and land deals are often misunderstood—and how to do them right
What makes a borrower actually fundable in today’s market
Red flags you should never ignore
The tech tools and trends that are changing the private lending game
And the one type of financing that’s being completely overlooked right now
Whether you’re a lender, broker, or investor, this episode gives you a real-world look into how to win in a part of the industry few dare to touch.
Join us live at the American Lending Conference, Sept 3–4 in Las Vegas. Details at https://www.americanlendingconference.com/register-vegas
Resources and Tools Mentioned
CRM System-Pipedrive
Podcast-The Pomp Show
The Wolf Of Wall Street Book, Jordan Belfort
Please Subscribe!
Lenders Playbook. Episode 77
The Servicing Solution Built by a Lender, for Lenders with Joseph Dillamore
What if the biggest risk to your private lending business isn’t the borrower… but your servicing process? Today’s guest discovered that firsthand—and instead of settling for outdated systems, he built something better.
Welcome to the lenders playbook podcast. Your go to resources for private lending, real estate, and entrepreneurship.Today on The Lender’s Playbook, we’re diving into the origin story of Petra loan servicing with its founder Joseph Dillamore, who went from solving his own lending challenges in the UK to building a national servicing powerhouse here in the U.S. You’ll hear how outdated systems and scattered communication inspired him to create a better solution, what it actually looks like to onboard a lender and why Petra’s borrower-first approach is improving loan performance across the board.
If you’re a lender looking to streamline your servicing, improve borrower communication, and grow with confidence, this episode will show you how Petra can help you do just that—without the headaches.
What you will learn
Why outdated servicing systems may be your biggest hidden risk—and how to fix it before it affects performance.
The origin story behind Petra Loan Servicing and how solving personal lending frustrations led to a national solution.
How a borrower-first communication model can drastically improve loan performance and client satisfaction.
What modern onboarding should look like for lenders, and how Petra makes the transition smooth and scalable.
Resources and Tools Mentioned
Books
The Dhandho Investor
Quote of the day: “Heads I win, tales I don’t lose much”
Connect with Joseph at Petra Loan Servicing
https://petraservicing.com-Book a call!
Please Subscribe!
Lenders Playbook. Episode 76
Passive Income Stream Private Lenders Didn’t have until now, with Nate Cater
What if your lending business could scale faster, grow revenue monthly like clockwork, and all without adding staff or paying hidden fees?
Welcome to the lenders playbook podcast, episode 76, I am your host Matt Rosen.
Today, we sit down with Nate Cater a business leader in our space who did exactly that using PHOCIS Capital— a platform that’s quickly transforming how private lenders operate. We’ll explore how they entered new markets, discovered overlooked revenue streams, and tightened security without slowing down deal flow.
But here’s the twist: it wasn’t about working harder — it was about working smarter, with the right system.
Stick around, because we’re going to break down the simplified process for balance sheet lenders, and reveal what monthly perpetuity really means in practice.
This episode might just change the way you think about scaling your lending business.”*
What you will learn
Discover the hidden revenue streams most private lenders overlook—and how Nate Cater unlocked them with zero added headcount.
Learn the exact system that helped scale a lending business into new markets without slowing down deal flow or increasing risk.
Why working smarter—not harder—is the key to building monthly recurring revenue in private lending (and how you can do it too).
Get the inside look at PHOCIS Capital, the platform helping lenders tighten security, simplify operations, and grow in perpetuity.
Connect with Nate Cater and Phocis Capital
https://phociscapital.com
Please Subscribe!
Lenders Playbook. Episode 75
How AI Is Transforming Private Lending, with Pete Amaya
What if the biggest challenge in private lending wasn’t raising capital... but losing time, missing follow-ups, and dealing with preventable errors?
In this episode, we sit down with the founder of RTL Tech, a platform built to streamline the lending workflow using AI. From chasing down collections to automating file flow and supporting busy loan officers, RTL Tech is transforming how lending teams operate—with less friction and more precision.
You will learn
The core industry pain points that inspired RTL Tech
How the AI-powered Account Executive Assistant works behind the scenes
And key advice for anyone starting or scaling in today’s tech-driven lending world.
and so much more...
If you're a private lender, loan officer, or building a lending team, this is your playbook for working smarter not harder.Tune in and discover how to future-proof your lending operation.
**Join us Sept. 3-4 for the American Lending Conference National Private Lending Event in Las Vegas!
Check out details here https://www.americanlendingconference.com/
Resources Mentioned
The Go Giver, Bob Burg
Jordan Wilde-Great Example of a Go-Giver
Connect with Pete!
Please Subscribe
Lenders Playbook. Episode 74
Reps = Results. The Formula Most Entrepreneurs Ignore, Matt Rosen
#74: Most business success doesn’t come from one big move—it comes from doing the right things over and over, on purpose. In this episode, we’re breaking down the real power of repetition in business: why it works, how it builds momentum, and how those daily reps are the bridge from being good... to becoming world-class.
I’ll share personal stories from my background in athletics, explain the systems I’ve built to keep my business engine running, and unpack why early results might seem slow, but behind the scenes, they’re compounding fast. Whether you’re creating content, making sales calls, underwriting deals, or building client relationships, repetition isn’t boring, it’s your most underrated competitive advantage.
If you’re aiming to be the best at what you do, this episode is the reminder (and push) to keep showing up and putting in the reps.
If you are interested in making an additional $100k this year in private lending-then. you need to register for our National Private Lending Conference, Sept. 3-4 in Las Vegas! Check it out! https://www.americanlendingconference.com/
What you will learn
Why repetition, not one big move is the real key to long-term business success
How consistent daily actions build momentum and compound over time
Real-life systems and habits that keep your business engine running smoothly
How to reframe repetition as your secret weapon for mastering your craft
Resources Matt Recommends
“Out of all the marketing tools we use, Kit is hands-down our go-to email service provider. Honestly, we couldn’t fill our conference without it. It’s that powerful.”
Join us for the 4th National American Lending Conference, Sept. 3-4 in Las Vegas for the premier national private lending event of the year!
https://www.americanlendingconference.com/register-vegas
Please Subscribe!
Lenders Playbook. Episode 73
Unpacking IRA investing and private lending with Ryan Hughes
#73: Welcome back to the Lenders playbook Podcast Episode... Today we have Ryan Hughes and Ryan is on a mission to empower self-directed retirement investors to take control of their financial future. At NRL, he leads a team that delivers innovative, IRS-compliant non-recourse lending solutions, helping clients diversify into real estate, startups, and other high-potential opportunities — all while protecting their retirement accounts.
Ryan is he's opening doors to a whole new world of retirement investing.
Whether you're an investor hungry for growth or a partner ready to collaborate, this episode is packed with insights you don’t want to miss.
Tune in now and get inspired to unlock the full potential of your retirement funds!
Connect with Ryan
Website: https://www.nonrecourseloan.com
Please Subscribe!
Lenders Playbook. Episode 72
Building out Rain City Capital’s broker platform with Dalton Elliott
Today, we’re talking with Dalton Elliot an old friend of mine with who recently went from intense martial arts discipline to carving a successful path at Rain City Capital, one of the fastest-growing names in business-purpose lending.
So...If you’ve ever wondered:
What exactly is a hard money loan and why it might beat a traditional bank loan,
What mistakes smart investors still make when it comes to financing,
Or how brokers can position themselves to win big with the right lender partner...
You’re in for a treat.
We’re also pulling back the curtain on Rain City's sweet spot, how they support brokers, and what really sets them apart in a competitive market.
And—because success starts in the mind—we’ll hear how martial arts, mindset, and some game-changing books helped shape this guest's approach to business.
So whether you’re an investor, broker, or just private-lending curious...
Stay locked in. This episode might just be the blueprint you didn’t know you needed.
What you will learn:
The Truth About Hard Money Loans: What they are, when to use them, and why they can outperform traditional bank financing for real estate deals.
Common Financing Mistakes (Even Smart Investors Make): How to avoid costly missteps and structure deals for maximum success.
Winning as a Broker: How to align with the right lender partner and leverage Rain City Capital’s support to grow your business.
Mindset & Martial Arts Crossover: How discipline, mental toughness, and key books shaped Dalton Elliot’s path from the mat to the boardroom.
Books Mentioned
10x is Easier Than 2X
Extreme Ownership, Jocko Willink
Shoe Dog, Phil Knight
Connect with Dalton Elliot
https://www.raincitycapital.com
Please Subscribe!
Lenders Playbook. Episode 71
Residential and Commercial Valuations with Dante Petrella from Service 1st
Today, we're joined by Dante Petrella from Service 1st — a company that's making some serious waves among private lenders, investors, and even government entities. We are going to talk about how they are building one of the most trusted names in the valuation world.
We'll talk about why Service 1st makes life easier for lenders and brokers, and how their innovations — like their Hybrid AVM model — are helping deals close faster with less risk.
We'll also cover how Service 1st removes the biggest pain points in real estate deals, why experience across both residential and commercial spaces is critical, and why speed and accuracy in valuations have never been more important.
And of course, we'll hear some of Dantes favorite books, tools, and resources — and how you can connect with him if you're ready to work with a valuation partner who truly gets the private lending world.
You won't want to miss this one — so let’s get into it!
What you will learn
What you will learn
How Service 1st is redefining real estate valuations with tools like their Hybrid AVM model—making deals faster, safer, and more efficient for private lenders.
The biggest pain points in real estate deals and how the right valuation partner can eliminate delays and reduce risk.
Why having deep experience across both residential and commercial spaces gives Service 1st an edge in today’s market.
Dante’s favorite books, tools, and resources for staying sharp—and how to connect with him if you want a valuation partner who truly understands private lending.