Maximize Your Financing
You can maximize your financing up to 100% of the property value by
pledging marketable securities (stocks, bonds, money market funds, mutual
funds, etc.).
You do not have to move your money to another financial
institution. The pledge account can be from a family member, friend, or
company.

For example, suppose you wanted to borrow $3,000,000 to buy a home for
$3,000,000. Instead of making a down payment, the lender would ask you
to pledge marketable securities (stocks, bonds, mutual funds, cash). To keep
the payment low, you can make an interest-only payment.

You would still be able to sell your securities. You would need to maintain a
minimum amount in the pledge account.

These loans are readily available for primary residences and vacation homes
on loan amounts up to $7,500,000. This loan amount can be exceeded by
getting an exception from the lender. The

By maximizing your financing you gain several benefits. Your mortgage
deduction can be maximized. You defer capital gains tax you may have
incurred had your securities been sold for the down payment. You can
continue to participate in the growth of the companies you have invested in.

This program is one of several we offer that exceeds the loan limits of most
lenders. I will help you find the best option for your particular needs.
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