Keep a record of your investments.
Tune in to understand why it benefits you to maintain a documented track record.
Maintaining a documented track record of your real estate investment activities over the last 36 months is essential. This should detail all the properties you've purchased, rehabbed, and either retained or sold.
Even if experience isn’t a prerequisite for securing your desired investor loan, having a comprehensive and well-documented history can significantly enhance your loan terms, such as securing a lower interest rate.
For active investors, it’s crucial to keep an ongoing, precise, and well-documented track record readily available. This practice not only highlights your experience but can also be instrumental in optimizing your financing options.
Truly can help by providing a Track Record Template to get you started.
Truly Investor Capital, a division of Oaktree Funding Corp., 3133 West Frye Road, Suite #205 Chandler, AZ 85226 (NMLS # 71640 | In the following states AZ, CA, ID, MN, OR, UT loans are originated and made in the name of Oaktree Funding Corp. NMLS #71640 pursuant to the laws of AZ Mortgage Banker Lic. # 0920541 | CA DFPI Lic. # 6035721), 800-429-5000. ©2025. All Rights Reserved. This is not an offer to enter into an agreement. Not all customers will qualify. Information, rates, and programs are subject to change without prior notice. All products are subject to credit and property approval. Not all products are available in all states or for all loan amounts. Other restrictions and limitations apply. Oaktree Funding Corp. is an independent mortgage lender and is not affiliated with the Department of Housing and Urban Development or the Federal Housing Administration. Not intended for legal or financial advice. All state licensing information may be found at NMLS Consumer Access https://www.nmlsconsumeraccess.org