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CMA and UTA Members Make Their Voices Heard at Legislative Day

Jun 2, 2026 | Articles

By Mayumi Bowers, VP of Operations, Val-Chris Investments, Inc. On March 4, CMA partnered once again with the United Trustees Association (UTA) for our annual Legislative Day in Sacramento. This year’s event brought together a...

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Private Debt in IRAs: Understanding UBTI, UBIT and UDFI

Jun 2, 2026 | Articles

By Brett Davis Jeff Smallowitz’ article in the May, 2025 Points of Interest, Unlocking Opportunities: A Guide to Lending to and from Self-Directed Retirement Plans illustrates the complexity involved with private debt...

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COMPLIANCE CORNER – Three Key NMLS Changes Private Lenders Should Be Watching

Jun 2, 2026 | Articles

By Michelle R. Rodriguez, Esq. The Nationwide Multistate Licensing System (NMLS) is in the midst of a multi-year modernization effort that will materially affect how mortgage companies—including private lenders—operate, report,...

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CAN YOUR LIEN BE STRIPPED IN BANKRUPTCY COURT?

Jun 2, 2026 | Articles

By Benjamin Levinson, Esq. Are you a lender who provides short term loans of five years or less secured by a borrower’s principal residence? If so, then the Mission Hen case impacts your business because your loan can be...

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When Must a Lender Send a Balloon Payment Notice?

Jun 2, 2026 | Articles

By Cathy K. Robinson, Esq. and T. Robert Finlay, Esq. Loan servicers know which loans require a balloon payment notice; but many private lenders servicing their own loans have no idea whether a balloon payment notice is required...

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Recent Posts

  • The Hidden Risks of All-Inclusive Trust Deeds and Wrap Mortgages
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  • Compliance Corner: When Paying Off Consumer Debt Can Affect a Business Purpose Loan
  • California’s Private Lending Divide: Bridge Loans Remain Hot Commodities While DSCR Growth Cools
  • Does Extending a Bridge Loan Destroy the Bridge Loan Exemptions?

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