Security Financial Services | Northern California Private Lending
In the 6th episode of the Private Lending Insights Podcast, Rocky Butani interviewed Marc Rouda and Alexis Rouda from Security Financial Services to learn all about private lending in Northern California. They talked about their loan program, Bay Area private money trends, tenants in common deals in San Francisco and more. The company was established in 1943 and is based in San Francisco.
Visit Security Financial Services’ profile on PrivateLenderLink.com to learn more and to contact them:
https://privatelenderlink.com/profile/security-financial-services/?utm_source=lender-link-podcast
Connect with Marc Rouda on LinkedIn:
https://www.linkedin.com/in/marc-rouda-60174/
Connect with Alexis Rouda on LinkedIn:
00:44 Lending Programs
01:59 Loan Types
03:54 Terms & Rates
07:20 LTV Guidelines
08:48 Rehab Loans
10:22 Underwriting
11:39 Appraisals & Recourse
13:59 Borrower Requirements
15:28 Site Visits
17:20 Closing Timelines
19:31 Company History
22:05 Direct Lending
23:39 Servicing
24:29 Pricing & Relationships
26:43 Deal Example: Mixed Use
31:38 Deal Example: TIC
39:44 TIC vs Condo
43:32 Condo Conversion Rules
45:33 TIC Investment
46:41 Market Trends
50:21 2025 Outlook
55:57 Lending Areas
58:31 Closing
