Building a Private Lending Portfolio

About this course

Move from a single note to a resilient lending portfolio. Learn concentration limits, laddering maturities, direct loans versus lending funds, liquidity planning and how to measure portfolio-level returns.

What you will learn

• Set concentration limits by borrower and market
• Ladder loan maturities for liquidity
• Compare direct notes with lending funds
• Measure realized portfolio yield

1. Module 1

   Introduction

   2 lessons
   • Welcome to Building a Private Lending PortfolioVideo · 9 min · Free preview
   • Course Roadmap and Completion RequirementsWritten lesson · 6 min · Free preview

2. Module 2

   Core Principles

   2 lessons
   • How Private Lending Generates ReturnsVideo · 9 min
   • First Position, Second Position and Lending FundsWritten lesson · 6 min

3. Module 3

   Loan Structure

   2 lessons
   • Interest-Only vs Amortizing LoansVideo · 9 min
   • Rehab Loans and Draw SchedulesWritten lesson · 6 min

4. Module 4

   Financial Analysis

   2 lessons
   • Calculating Lender YieldVideo · 9 min
   • Borrower Analysis: Experience, Credit and LiquidityWritten lesson · 6 min

5. Module 5

   Risk Management

   2 lessons
   • Documentation That Protects PrincipalVideo · 9 min
   • Recognizing Early Default SignalsWritten lesson · 6 min

6. Module 6

   Real-World Examples

   1 lessons
   • Example: A Conservative First-Position LoanVideo · 9 min

7. Module 7

   Case Study

   1 lessons
   • Case Study: First-Position Rehab LoanCase study · 10 min

8. Module 8

   Final Assessment

   2 lessons
   • Final AssessmentQuiz · 4 min
   • Applied AssignmentAssignment · 8 min