Private Lending Education

How Private Lending Works: A Complete Guide for Real Estate Investors

Andrew ShaderJanuary 25, 202612 min read

If you've ever tried to finance an investment property through a traditional bank, you know the frustration: weeks of paperwork, income verification, and underwriting delays, only to find out the property doesn't meet their guidelines. For real estate investors who need to move fast or don't fit the traditional lending mold, private lending offers a fundamentally different approach.

This guide breaks down exactly how private lending works, how it compares to bank financing, and when it makes sense for your investment strategy.

What is Private Lending?

Private lending is financing provided by non-bank entities, including individual investors, private lending funds, family offices, and specialized lending companies. Unlike traditional banks that rely heavily on a borrower's personal income and credit history, private lenders focus primarily on the underlying real estate asset.

The core principle is simple: if the property provides sufficient collateral and the deal makes financial sense, a private lender can fund it, often regardless of the borrower's W-2 income or the complexity of their tax returns.

Private loans (sometimes called "hard money loans" or "bridge loans" depending on the structure) are typically used for:

  • Investment property acquisitions
  • Fix and flip projects
  • Bridge financing between transactions
  • Rental property purchases
  • Portfolio refinancing
  • Ground-up construction
  • The key distinction is that private lending is asset-based rather than income-based. This single difference creates a cascade of advantages for the right borrowers.

    Private Lending vs. Bank Lending: A Direct Comparison

    Understanding the differences between private lenders and banks helps you choose the right financing for each deal.

    | Factor | Private Lender | Traditional Bank | |--------|---------------|------------------| | Approval Speed | Days (often 24-72 hours for term sheet) | Weeks to months | | Closing Timeline | 7-14 days typical | 30-60 days typical | | Primary Qualification | Asset value and deal structure | Income, credit score, DTI ratio | | Flexibility | High (creative structures possible) | Low (rigid underwriting boxes) | | Interest Rates | Higher (typically 9-14%) | Lower (typically 6-8%) | | Loan Term | Shorter (6-24 months typical) | Longer (15-30 years typical) | | Documentation | Minimal (focus on property) | Extensive (tax returns, pay stubs, etc.) | | Property Types | Broad (distressed, vacant, commercial) | Limited (typically owner-occupied or stabilized) | | Prepayment Penalties | Often none or minimal | Common | | Decision Maker | Direct (often principals) | Committee-based |

    Neither option is inherently better. They serve different purposes. Banks excel at long-term, stabilized financing for borrowers with clean income documentation. Private lenders excel at speed, flexibility, and serving borrowers or properties that don't fit traditional guidelines.

    Types of Private Lenders

    Not all private lenders are the same. Understanding the different types helps you find the right fit for your deals.

    Individual Investors

    High-net-worth individuals who lend their personal capital directly to borrowers. They often offer the most flexibility but may have limited capital for multiple loans. Relationships matter significantly here.

    Private Lending Funds

    Companies that pool investor capital to fund loans. They offer more consistent capital availability and standardized processes. Most operate with professional underwriting teams and can handle higher volumes.

    Family Offices

    Investment vehicles managing wealth for affluent families. Like Arbitrust's parent company, family offices often have significant real estate operating experience alongside their lending activities. This creates a unique perspective: they understand deals from both the borrower and owner standpoint.

    Hard Money Lenders

    A subset of private lenders known for speed and asset-focus, typically at higher rates. The term "hard money" refers to the "hard" asset (the property) securing the loan. Many hard money lenders specialize in fix and flip financing.

    Key Differences Between Types

    The primary differences come down to:

  • Capital source: Personal wealth vs. pooled funds vs. institutional backing
  • Decision-making: Individual discretion vs. committee approval
  • Rate and terms: Generally, more institutionalized lenders offer more competitive rates
  • Relationship emphasis: Individual lenders often value ongoing relationships more heavily
  • Experience requirements: Varies widely by lender type
  • When choosing a lender, ask about their capital source (their own balance sheet vs. brokered deals), decision-making process, and typical timeline. Direct lenders who fund from their own capital can often move faster and make exceptions that brokers or aggregators cannot.

    Who Uses Private Lending?

    Private lending serves a diverse range of borrowers. Here are the most common profiles:

    Fix and Flip Investors

    The quintessential private lending client. Fix and flippers need fast capital to acquire distressed properties, funding for renovations, and short-term financing that matches their 6-12 month project timelines. Banks rarely finance properties that need significant work.

    Rental Portfolio Builders

    Investors scaling their rental portfolios often hit walls with conventional financing. Banks limit the number of mortgages you can carry, scrutinize rental income documentation, and move too slowly when a good deal appears. DSCR (Debt Service Coverage Ratio) loans from private lenders qualify based on the property's rental income potential rather than personal income.

    Developers and Builders

    Ground-up construction and development projects require specialized financing that most banks won't touch without extensive requirements. Private lenders offer construction financing with flexible draw schedules.

    Self-Employed Investors and Complex Income Situations

    Business owners, entrepreneurs, and investors with complex tax situations often show low taxable income on paper despite significant actual earnings. Banks use tax returns as gospel; private lenders look at the deal itself.

    Investors Who Need Speed

    Sometimes the deal is straightforward, but timing is everything. Auction purchases, distressed seller situations, and competitive markets require the ability to close in days, not months. Private lending provides that speed.

    Borrowers Between Transactions

    Bridge loans fill the gap when you need to acquire a new property before selling an existing one, or when you're transitioning from a short-term project to long-term financing.

    How the Private Lending Process Works

    While every lender operates slightly differently, here's the typical process for obtaining a private loan:

    Step 1: Submit Your Deal

    You'll provide basic information about the property, your project plan, and your background. Most private lenders want to see:

  • Property address and type
  • Purchase price or current value
  • Renovation budget (if applicable)
  • Your exit strategy
  • Basic experience summary
  • This initial submission can often be done online or via email. Quality lenders will respond quickly with questions or a preliminary assessment.

    Step 2: Quick Review and Term Sheet (24-48 Hours)

    Unlike banks that take weeks to give you an answer, private lenders typically review deals within 1-2 business days. If the deal fits their criteria, they'll issue a term sheet outlining:

  • Loan amount and LTV (loan-to-value ratio)
  • Interest rate and points
  • Loan term
  • Prepayment terms
  • Any conditions or requirements
  • This term sheet isn't a commitment, but it gives you clarity on whether the deal works financially before you invest more time.

    Step 3: Underwriting and Appraisal

    Once you accept the term sheet, formal underwriting begins. The lender will order an appraisal (or use a BPO for smaller loans) and verify the property details. They'll also confirm your experience, check for title issues, and ensure the deal meets their lending criteria.

    For experienced borrowers and straightforward deals, this can take just a few days. More complex situations may require additional time.

    Step 4: Closing and Funding

    Private loans often close through the same title companies and attorneys as conventional loans. The key difference is speed. While banks might take 45-60 days from application to closing, private lenders routinely close in 7-14 days. Some can close even faster for urgent situations.

    At closing, funds are wired to the title company, the loan documents are signed, and the property is yours.

    What Private Lenders Evaluate

    Understanding what private lenders look for helps you present stronger deals and avoid wasted time on applications that won't get approved.

    The Property (Primary Focus)

    Since private loans are asset-based, the property is the primary consideration:

  • Current value: What is the property worth today?
  • After-repair value (ARV): For rehabs, what will it be worth when finished?
  • Condition: What work is needed?
  • Marketability: How quickly could this sell if needed?
  • Location: Is this in an area with active buyers?
  • Most private lenders limit their exposure to 65-75% of the property's value (or ARV for rehab projects). This loan-to-value (LTV) ratio provides a cushion that protects both the lender and borrower.

    Your Exit Strategy

    Private loans are typically short-term, so lenders want to know how you'll pay them back:

  • Flip it: Renovate and sell for profit
  • Refinance: Move to a conventional loan or DSCR loan once stabilized
  • Sell existing property: Use proceeds from another sale to pay off the bridge
  • Cash reserves: Pay off with liquid assets
  • A clear, realistic exit strategy is often more important than your credit score.

    Your Experience (Helpful but Not Required)

    More experience generally means better terms, but most private lenders will work with newer investors on the right deals. They'll want to understand:

  • How many similar projects have you completed?
  • Do you have a team (contractors, property managers, etc.)?
  • What's your track record?
  • If you're newer, expect slightly more conservative terms, and consider partnering with experienced investors on initial deals.

    Your Skin in the Game

    Private lenders want to see you have something at stake. This typically means:

  • Cash to close (down payment, closing costs, reserves)
  • Equity in the deal
  • Renovation budget (if applicable)
  • The exact requirements vary by lender and deal, but expect to bring 20-35% of the total project cost on most deals.

    Pros and Cons of Private Lending

    Like any financing tool, private lending has trade-offs.

    Advantages

    Speed: Close in days, not months. Capture time-sensitive opportunities.

    Flexibility: Creative deal structures, less rigid underwriting boxes, willingness to consider unique situations.

    Asset-Based Approval: Qualify based on the property, not your tax returns. Ideal for self-employed investors and complex income situations.

    Less Documentation: Skip the mountain of paperwork required by banks.

    Short-Term Alignment: Terms that match your project timeline rather than locking you into 30-year commitments.

    Direct Access to Decision-Makers: Many private lenders let you work directly with the people who approve loans.

    Disadvantages

    Higher Rates: Expect to pay 9-14% interest compared to 6-8% at banks. This is the cost of speed and flexibility.

    Shorter Terms: Most private loans are 6-24 months. You need a clear exit strategy.

    Points and Fees: Origination fees (typically 1-3 points) add to your costs.

    Exit Strategy Required: You can't ride a private loan indefinitely. You'll need to refinance, sell, or pay off the loan.

    Lower LTVs: Private lenders typically cap loans at 65-75% of value, requiring more cash from you.

    The key is understanding when the benefits outweigh the costs. For the right deals, paying a higher rate for 6 months is far cheaper than missing the opportunity entirely.

    When Private Lending Makes Sense: 5 Common Scenarios

    Scenario 1: You Found a Great Deal but Need to Move Fast

    A motivated seller wants to close in two weeks. The numbers work, but your bank says 45 days minimum. A private lender gets you to the closing table in time.

    Scenario 2: The Property Needs Work

    You're targeting a distressed property at a significant discount, but banks won't touch it in its current condition. Private lenders finance based on the after-repair value, giving you capital to acquire and renovate.

    Scenario 3: Your Income is Complex

    You're self-employed, write off everything, and your tax returns show $60,000 of income despite earning $300,000. Banks see only the tax returns. Private lenders see the deal.

    Scenario 4: You've Maxed Out Conventional Financing

    Banks limit the number of mortgages you can carry (often 10). You're scaling your portfolio and need financing that doesn't count against those limits.

    Scenario 5: You Need Bridge Financing

    You're buying Property B before selling Property A. A bridge loan provides short-term capital until your sale closes, preventing you from missing the opportunity.

    How Arbitrust Approaches Private Lending

    At Arbitrust, we bring an operator's perspective to private lending. Our parent company manages over $120 million in real estate assets, which fundamentally shapes how we evaluate deals and work with borrowers.

    Operator-Led Underwriting

    Because we own and operate real estate ourselves, we understand what makes deals work, and what causes them to fail. We're not just checking boxes; we're evaluating deals the way an experienced investor would.

    Collateral-First Philosophy

    We focus on the asset. If the property provides strong collateral and the deal structure is sound, we can often work with borrowers who don't fit traditional molds.

    Direct Capital Source

    We lend from our own balance sheet, which means we make our own decisions. No waiting for committee approvals or third-party investors. When we say yes, we fund the deal.

    Relationship Focus

    We're building long-term relationships with investors and brokers, not just processing transactions. Repeat borrowers benefit from faster processes and better terms as we get to know their track record.

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    Private lending isn't the right choice for every deal. But for investors who need speed, flexibility, and asset-based qualification, it opens doors that traditional banks keep firmly closed.

    The best approach is often strategic: use private lending for acquisitions and transitions, then refinance into longer-term, lower-rate products once properties are stabilized. This "bridge to perm" strategy captures opportunities while optimizing long-term financing costs.

    Ready to discuss a deal? We respond to every submission within one business day.

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    Disclaimer: All loan terms are subject to underwriting approval. Rates, terms, and availability may vary based on property type, location, borrower experience, and market conditions. This article is for educational purposes and does not constitute a commitment to lend.

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    Andrew Shader

    About the Author

    Andrew Shader

    Founder & Managing Partner

    Founder and Managing Partner of Arbitrust Lending with over $120 million in real estate assets under management since 2015. Specializes in acquiring, financing, stabilizing, and managing residential and mixed-use properties.

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