INVESTMENT PROPERTY LENDING
Expert lending guidance for residential real estate investors in SC, LA, and NC who want to make prudent financing decisions - without the sales spin.

THE RISKS OF GETTING THIS WRONG
The wrong lender - or the wrong loan - doesn't just cost money.
It costs you time, opportunities, and in some cases, your deal.
Poor Loan Structuring & Hidden Costs
Features like prepayment penalties and points can significantly impact your long-term returns when overlooked.
Requirements You Didn’t Expect
Investment loans can come with qualification hurdles that often aren't discussed until you're deep in the process.
No Support When You Need It Most
Closing delays and last-minute surprises are common when your lender isn’t actively managing your file.
That experience is why I operate differently. My clients aren't loan numbers — they're prudent investors making serious financial decisions who deserve a straight answer and a smooth process. I'm not here to push a product. I'm here to help you make the right call for your deal.
$100M+ in Loans Underwritten
Proven experience across hundreds of loan files.
MBA and Formal Credit Training
Analytical depth most MLO’s don’t have.
USMC Veteran and Former Detective
Commitment to honesty and precision in everything I do.
When you work with the right lender, the financing side of your deal stops being a source of stress and becomes a resource to lean on.
When you work with me, you’ll understand the decisions you’re making - and you won’t have to second-guess your financing.
THE PROCESS
Getting started is simpler than you think. Here’s how I work with
investors from the first conversation to closing.
Free Consultation
We’ll talk through your goals, your concerns, and the specifics of your deal. No obligation - just a straight conversation.
Receive Expert Guidance
I’ll lay out your best paths forward, explain the trade-offs honestly, and answer every question until you’re confident in your direction.
Close on Time
I stay actively involved from application to closing - keeping your file moving and shielding your from the busywork that doesn’t matter.
Case studies, deal debriefs, and educational content. Real deals, real numbers, real outcomes. Join the email list to receive case studies from live closings, webinar announcements, and practical content about investment property financing.
No cost, no obligation.
WHAT INVESTORS SAY
Want to Get Loan-Ready?
Start With the Right Actions
Get smarter about investment property financing - at no cost and no obligation. Subscribe to receive my downloadable guide covering 5 action items to get you loan-ready.
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GUIDING INVESTORS TO BETTER REAL ESTATE LENDING




© 2026 Patrick Roberts
NMLS 2482096 | Assurance Financial Group | NMLS 70876 Equal Housing Lender | Licensed in SC, LA, NC