Case Study—Business Owner Secures a Home Interest Rate That Beats Inflation

A highly successful business owner came to us for the best deal on a bank statement loan for the purchase of a luxury home.

To get him the lowest rate possible we assisted him in increasing his credit score, and then we also helped him “buy down” the rate to the very minimum that was possible. A rate buy-down is where you pay the lender an additional fee upfront in exchange for a lower interest rate for the life of the loan.

He now has a multi-million dollar loan with an interest rate less than inflation. Over the next thirty days, inflation will essentially pay for his loan.

Alejandro Szita

I am an independent mortgage broker for CA & FL, specialized in serving self-employed borrowers—including business owners, artists, self-employed professionals and retirees. I am a Certified Mortgage Planning Specialist®, a member of the Association of Independent Mortgage Experts, and a California real estate consultant. I enjoy helping people get the loan they need, especially when they have a challenging or out-of-the-box situation.

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