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Parallel Marketing LLC – A Conversation with Lesley Boyd

There’s a new marketing agency making its way into the private lending space — and it was built by someone this industry already knows. Parallel Marketing LLC was originally founded to serve the aviation industry, but its CEO brought nearly a decade of private lending marketing experience through the door...

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Published: June 2024 Updated for 2025 Private investment funds represent powerful vehicles for raising capital—but only when managed within strict regulatory boundaries. As SEC and ...

This checklist helps private lenders stay compliant with federal securities laws when raising capital, forming funds, or offering investment opportunities. Note: This is a general ...

Business purpose loans are nontraditional mortgage loans where a borrower uses loan proceeds for a non-consumer purpose. A non-consumer purpose means any loan in which ...

California lenders, take a breath. A recent ruling, In re Moon, and the resulting passage of SB 1146 may have flown under the radar—but they ...

For years, the once-glamorous REIT structure fell out of favor with private lenders and fund managers. But the landscape has changed—dramatically. Thanks to the passage ...

Professional lender in business attire reviewing mortgage fund fundamentals loan documentation at modern desk, laptop displaying financial data, professional pens and paperwork organized on desk.

By Anthony Geraci, Esq. | Founder, Geraci LLP Published: November 2019 | Updated: January 2025 Private lenders seeking to expand their lending operations face a ...

Professional lender in business attire reviewing fraud prevention lenders: loan documentation at modern desk, laptop displaying financial data, professional pens and paperwork organized on desk.

By Anthony Geraci, Esq. | Founder, Geraci LLP Published: March 2020 | Updated: January 2025 Private lending fraud has reached historically elevated levels, creating unprecedented ...

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Since gaining prominence in private debt fund structures around 2017, Real Estate Investment Trusts have delivered substantial benefits: approximately 20% tax savings through pass-through treatment, ...

It’s almost impossible to go a single day without hearing about artificial intelligence (AI). From headlines to heated debates, AI is having its “internet moment.” ...

Professional lender in business attire reviewing lien subordination: loan documentation at modern desk, laptop displaying financial data, professional pens and paperwork organized on desk.

Published: December 2020 | Updated: January 2025 By Geraci LLP Banking & Finance Team Executive Summary Lien priority determines which creditor gets paid first when ...

If you’re forming a private mortgage fund or raising capital through a pooled investment vehicle, selecting the right legal structure and drafting a well-constructed Operating ...

Professional attorney in charcoal gray suit reviewing offshore investment u.s. compliance documents at modern law office desk, focused on legal paperwork with visible official forms and checklists.

Published: August 2023 | Updated: January 2025 By Geraci LLP Corporate & Securities Team Executive Summary U.S. real estate and private lending investments attract substantial ...