Helping Real Estate Investors Succeed & Grow
Clarity & Coaching for Small Business Real Estate Investors
We help small business owners and real estate investors understand how to finance investment properties, structure deals, and work with lenders—without the jargon, confusion, or sales pressure. Learn the strategies used by experienced investors so you can grow your portfolio with confidence.
Free 30‑minute call to map out your next investment move. No products, no pitches—just guidance.
Perfect for: first-time investors, small business owners expanding into property, and seasoned investors refining their financing strategy.
Snapshot: Your Next Investment
On our call, we’ll quickly assess:
- Your current business and real estate goals
- How much you can comfortably allocate toward investing
- What lenders typically look for in your situation
- The best next 1–3 steps to move a deal forward
You’ll leave with a clear path—not a sales pitch.
About
A bridge between real estate investing and smart financing decisions
Helping Real Estate Investors Succeed & Grow is a boutique advisory and coaching practice focused on one thing: helping small business owners make informed, confident decisions about financing investment properties.
We draw on real-world experience in mortgage brokering and real estate to help you understand how different loan structures work, how lenders evaluate risk, and how to align your financing approach with your long-term investment strategy.
We do not sell or offer financing products. Instead, we equip you to have smarter conversations with lenders, brokers, partners, and your advisory team.
Who we work with
- Small business owners buying their first or second investment property
- Entrepreneurs using real estate to support or house their business
- Investors building a small portfolio of rentals or mixed‑use properties
- Experienced investors refining their capital and financing strategy
12+ yrs
Combined experience in real estate and mortgage advisory.
250+
Investors and small business owners coached through their next deal.
What You’ll Learn
Four pillars of smart real estate investing for small businesses
Our coaching framework is built around four core areas that move you from guesswork to a repeatable approach to buying and holding investment properties.
1. Strategy & Goals
Clarify whether you’re investing to support your business, build long‑term cash flow, or both—and how that shapes your financing approach.
2. Deal Evaluation
Learn to underwrite basic investment property scenarios, stress‑test cash flow, and identify where financing terms make or break a deal.
3. Financing Fundamentals
Understand how lenders view income, debt, collateral, and risk; how different loan structures work; and what questions to ask any lender or broker.
4. Execution & Relationships
Build a practical plan for your next 1–3 acquisitions, including how to approach lenders, brokers, agents, and partners with confidence.
How It Works
A clear, coaching‑first process for your next investment
Every engagement is built around education, clarity, and action. We’ll never push a specific property, lender, or product—our only agenda is helping you make better‑informed decisions.
Step 1
Discovery & goals
We start with a 30‑minute strategy call to understand your business, financial picture, and investment goals. From there we recommend a coaching plan tailored to your timeline and experience level.
Step 2
Education & scenario planning
We walk through real examples, model scenarios around your current or future deals, and help you see how different terms, structures, and timelines change the outcome.
Step 3
Action, review & next deals
We support you as you talk with your own lenders, brokers, and agents—helping you prepare, debrief, and refine your strategy as you move from one property to the next.
Coaching Options
Choose the level of support that fits your next move
Whether you’re evaluating your first property or re‑thinking an existing portfolio, we offer flexible, education‑driven engagements. All coaching is advisory only—we do not arrange or offer financing products.
Foundation Session
One‑time clarity call
A focused 60‑minute session to unpack your current situation, map out options, and answer your questions about financing your next property.
- Best for first‑time investors or single upcoming deal
- Includes summary notes & next‑step checklist
Growth Track
Deal‑by‑deal coaching
Ongoing support as you search, analyze, and move on 1–3 properties. We’re your thinking partner from first look through closing strategy.
- Regular check‑ins and deal reviews
- Scenario modeling and risk discussion
- Support preparing for lender / broker conversations
Custom pricing based on your timeline and number of properties.
Portfolio Lab
Review & reposition
For existing investors who want a second set of eyes on their current properties, debt structure, and future acquisition plan.
- Portfolio snapshot & red‑flag review
- Ideas to improve resilience and flexibility
- Prioritized action list for the next 12–24 months
Real Investors, Real Stories
From “I hope this works” to “I know my numbers”
Names and details altered for privacy, but the scenarios are real—and common for small business owners and first‑time investors.
“I run a small plumbing business and wanted to buy a mixed‑use building. I kept getting conflicting answers from different lenders. After two sessions I finally understood what they were looking at and how to structure the purchase so it actually worked for my cash flow.”
Owner, local trades business · 1st investment property
“We already owned three rentals but felt stuck—all our equity seemed locked up. The portfolio review helped us see where we were over‑leveraged, what to refinance later, and what type of property to target next.”
Partners, small rental portfolio · 4 properties
Your story could be next.
You don’t have to become an expert overnight. You just need a guide who can translate the numbers and show you how different paths play out over time.
FAQ
Questions small business investors ask us most
If you don’t see your question here, bring it to your strategy call—we’re happy to talk through your specific situation.
Are you a lender or mortgage broker?
We are an advisory and coaching practice. We do not sell or arrange specific financing products. Instead, we draw on mortgage and real estate experience to help you understand your options, prepare for conversations with your own lenders or brokers, and choose an approach that fits your risk tolerance and goals.
Can you tell me which loan or lender I should use?
We can help you understand how different loan types generally work, what trade‑offs they involve, and what questions to ask. We do not recommend specific lenders or products, and we do not receive compensation from any financial institution.
Do I need to own a business already to work with you?
Most of our clients do own a small business, but it isn’t required. If you’re planning to use real estate as part of your business or as a core investment strategy, we can help you think through structure, risk, and financing considerations.
Can you review a live deal I’m working on now?
Yes. Many clients come to us with a property they’re considering or a deal that’s already in motion. We can help you stress‑test assumptions, evaluate how sensitive the deal is to different terms, and prepare talking points for your lender or broker.
What does a typical engagement cost?
Because every investor’s situation is different, we provide a quote after your free 30‑minute strategy call. You’ll know exactly what’s included and what we’ll work on together before you decide to move forward.
©2025 Peak Finance | All Rights Reserved
5900 Canoga Ave suite 200, Woodland Hills CA 91367
NMLS License #252640
For details on licensing, please click HERE
Joshua Loeb - Mortgage Loan Originator - NMLS#360924
Josh Loeb, a Sole Propreitor, operates the website thebestmortgageyet.com