American CashFlow Academy
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Module 1 · Introduction
Welcome to Building a Private Lending Portfolio
Video 9 minFree preview
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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 be able to do
- Set concentration limits by borrower and market
- Ladder loan maturities for liquidity
- Compare direct notes with lending funds
- Measure realized portfolio yield
Diversify loans by borrower, geography, position and duration.