What does it take to make smart lending decisions and protect capital in the world of private lending and note investing? Doug Smith is the founder of Castle Rock Capital Funding and The Mad Lender, who brings 35 years of commercial and residential lending experience and a deep background in credit and underwriting. Doug shares insights from his career with some of the world's largest banks and explains what investors should understand before putting money into loan-based assets.Â
Doug also discusses how The Mad Lender works behind the scenes with private lending funds, individual private lenders, and note investors, while providing credit analysis, underwriting, consulting, and portfolio management. If you're already investing in notes or private lending or simply want to better understand how experienced lenders evaluate risk, this conversation offers practical lessons you can use to make more informed investment decisions.Â
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In this episode, you will be able to:
Mathew Owens is a CPA, real estate investor, and founder of OCG Capital. He shares with us the strategies behind building a real estate empire that spans more than 1,500 units, over 1,000 home flips, and more than $500 million in loans to investors. Matt has also raised over $200 million in private capital, giving him a unique perspective on what separates successful investors from those who struggle to scale.
We dive into his disciplined approach to investing, including the 200-point due diligence checklist he uses to evaluate opportunities and minimize risk before committing capital. Matt shares lessons learned from decades of experience as both an active operator and passive investor, offering practical insights on finding quality deals, raising private money, building passive income, and creating long-term wealth through real estate. This episode is packed with actionable advice from someone who has successfully navigated nearly every corner of the real estate investing world...
Jack Corrigan is an accomplished real estate investment professional with deep experience in private equity, capital markets, and financial modeling. As Investor Relations & Fund Associate at The Lucky Group, Jack plays a key role in capital raising, investor communications, and fund operations—helping bridge the gap between strategy and execution. Jack’s career includes time at Greysteel and Stablewood Properties, where he supported underwriting, acquisitions, and investment sales. With over $80M in transactions underwritten, Jack brings a proven track record of evaluating opportunities and creating value.Â
Jack also leverages AI and advanced analytics to enhance portfolio decision-making—giving investors a competitive edge in today’s market. A graduate of the University of Texas at Austin with a BBA in Finance and Real Estate, Jack combines sharp financial expertise with strong relationship-building skills to drive investor engagement and capital strategy. If you’re interested...
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