Welcome to the Lenders Playbook Podcast with Matt Rosen. In episode 102, we’re joined by Darius Ross, a long-time American Lending Conference member who turns overlooked neighborhoods into profitable opportunities. Darius shares his journey in inner-city investing, the deals that shaped him, and the lessons most investors learn too late. We talk real deals, real risks, and how to find opportunities while making a real impact.

Building a True All-Inclusive Real Estate & Lending Platform with Taylor GreerIn this episode, I sit down with Taylor Greer, a seasoned real estate and hard money professional who’s been navigating the Sacramento market since 2005. Taylor breaks down how CARLILE was built as a true all-inclusive boutique brokerage—combining real estate, lending, hard money, and appraisals under one roof—and why that model gives buyers and investors a serious advantage.We dive into how the Sacramento market has evolved over the years, where smart money is finding opportunity right now, and the biggest mistakes buyers and sellers continue to make. Taylor also shares real client success stories, his education-first approach to investing, and what buyers and investors need to understand heading into 2026.If you’re looking to make smarter real estate decisions, spot opportunities others miss, and learn how integrated services create better outcomes, this episode is packed with insight.

Today’s episode is a big one.Welcome to the Lenders Playbook! Today is a big day for us. This is our 100th episode, and I honestly couldn’t think of a more fitting way to mark the milestone here at the start of 2026.When I look back at why this podcast started, it was always about bringing real conversations, real operators, and real value to this industry—not hype, not noise, but people who are actually in the arena doing the work.That’s why having Nema and Kevin Kim on for episode 100 feels perfect.They represent exactly what this show is about: long-term thinking, discipline, execution, and building something that lasts. Their journey, the way they operate as a law firm and the impact they’ve had in this space align completely with the standards we try to hold here every single episode.So if you’ve been with us since episode one—or if this is your first time tuning in—this conversation is a powerful one. I’m excited, grateful, and proud to bring you episode 100 with Nema Degbandan and Kevin Kim from Fortra Law.Let’s get into it.

In Episode 98 of The Lenders Playbook, host Matt Rosen dives into what happens when real estate deals don’t go as planned—and how private lenders can protect themselves before problems arise.Our guest today is by Brock Berglund, a specialist in commercial foreclosures and loan workouts, we break down real-world scenarios, common lender misunderstandings, and practical strategies to avoid costly mistakes when deals go sideways.This episode is brought to you by Temple View Capital Funding, LP, a national private money lender offering flexible, common-sense financing for non-owner-occupied residential investment properties—helping investors close faster and scale smarter nationwide.

American Lending Conference
National Private Lending Event
March 10-11, 2026
Las Vegas, Green Valley Ranch
https://www.americanlendingconference.com/

Episode 97 of The Lenders Playbook features an in-depth conversation with entrepreneur Chance Wheeler, founder of Asset Allies—a company using advanced AI to transform the way lenders, brokers, and investors underwrite real estate deals.In this episode, we unpack the real problems in today’s underwriting process: slow turnaround times, inconsistent valuations, and decisions often based on gut instead of data. Chance shares the moment he realized AI could outperform traditional methods, how his platform delivers faster and more accurate deal analysis, and why this technology is already reshaping the lending landscape.We also discuss the biggest challenges in scaling a tech company in the real estate space, how users are reacting to AI-driven underwriting, and what deal valuation is likely to look like by 2026.If you’re a private lender, broker, or real estate investor looking for the future of deal analysis, this episode is packed with insights you can use today.

Looking for consistent returns without the headaches of fixing toilets or managing tenants? Promissory notes may be the passive investment strategy you’ve been searching for. In Episode 96, our guest explains how note investing supports real families, delivers strong results, and allows investors to own the asset directly without doing any of the work. If you want to build wealth smarter and faster, this episode will show you how to take the first step.

March 10-11, 2026
Las Vegas
American Lending Conference
National Private Lending Conference
https://www.americanlendingconference.com/

Welcome back to The Lenders Playbook Podcast episode #95. We are you your go-to resource for private lending, real estate, and entrepreneurship. I’m your host, Matt Rosen. Today, I’m joined by Mat Sorensen — attorney, best-selling author, and CEO of Directed IRA, one of the nation’s top self-directed IRA companies.  We’re breaking down how to use your retirement funds to invest in real estate, private lending, and other alternative assets — plus the biggest mistakes to avoid and how to get started.   If you’ve ever wanted to take control of your retirement and invest like the pros, this episode is for you. 

Thank you to our Episode Sponsors!
Doss Law https://www.dosslaw.com/
American Lending Conference https://www.americanlendingconference.com/

Welcome back to The Lenders Playbook, Episode #93! I’m your host, Matt Rosen and today’s episode is one every lender needs to hear.
We’re joined by Melissa Martorella, Partner at Fortra Law, one of the most respected legal firms in private lending. Melissa shares how she built a powerhouse team serving lenders nationwide, the biggest legal mistakes to avoid, and what it takes to stay protected in a changing market.
Grab your notebook this one’s packed with game-changing insights for lenders, brokers, and investors.
This episode is brought to you by Temple View Capital, your trusted nationwide private lender offering fast approvals, flexible loan programs, and a common-sense approach to funding.
Meet them live at the American Lending Conference, March 10–11 at Green Valley Ranch in Las Vegas. Visit https://www.americanlendingconference.com/ to register.Now, let’s jump in with Melissa Martorella from Fortra Law.

#92: Today, we’re sitting down with Bryce Matheson founder of Lendr, a company that’s transforming how private lenders run their businesses. If you’ve ever felt bogged down by spreadsheets, overwhelmed by managing multiple tools, or stuck trying to scale, this conversation is for you.We’ll unpack the problem that sparked the creation of Lendr, how it streamlines day-to-day operations for lenders, and the biggest transformations they’ve seen in businesses that made the switch. Plus, we’ll talk about the automation features lenders love most, what sets successful entrepreneurs apart, and even the book that’s made the biggest impact on Bryce's journey.So whether you’re looking to save time, scale your business, or just stay ahead of the curve with the right tech and marketing tools, you won’t want to miss this one.Let’s jump in!

Do not miss our 5th National American Lending Conference!
March 10-11, 2026 in Las Vegas. The best and brightest in private lending will be there! Will you? 
Register here-->https://www.americanlendingconference.com/

#91: In this episode, I take you behind the scenes of the recent American Lending Conference, our most impactful event yet. From powerful keynote sessions and high-level panels to the incredible networking that brought lenders, brokers, investors, and service providers together, this year’s conference truly raised the bar.I’ll share some of the highlights, the energy in the room, and the key takeaways that are shaping the future of private lending. Whether you were there in person or following from afar, this episode gives you an inside look at what made the event so special and why the American Lending Conference has become the place to be for the lending community.

Be sure to mark your calendar! March 10-11, 2026
5th National American Lending Conference and Golf Tournament!
https://www.americanlendingconference.com/