Success Stories

Investor secures 4th loan with Milo. Here's why!

By Colin McMahon

January 26, 2024 4 min read

Investor secures 4th loan with Milo. Here's why!

In navigating the realms of cryptocurrency and real estate investment, one entrepreneur's strategic shift led him to Milo, forging a partnership that spans four loans and counting. This journey, marked by calculated decisions and significant returns, showcases why he consistently chooses Milo for his financing needs.

The relationship began when the investor met our CEO, Josip Rupena, through a shared interest in the crypto industry. Initially attracted by Milo's innovative crypto mortgage solution, our conversation shifted his strategy. Guided to consider his broader financial portfolio, the investor chose to leverage his liquid assets for real estate investment, keeping his options open for future opportunities in the crypto space. This decision underscored Milo's commitment to personalized, strategic advice, setting the stage for a long-term partnership.

The investor's first engagement with Milo was a refinancing of his primary residence, followed by cash-out refinances for two investment properties in Sarasota. These transactions were not just about securing funds; they were strategic moves to enhance his investment portfolio. The first property, acquired for $430,000, sold for $830,000, more than doubling his investment through rental income and the sale. The second property also saw significant returns, demonstrating Milo's knack for guiding investors toward profitable decisions.

What keeps this investor coming back to Milo? His answer lies in the blend of exceptional customer service and tailored financial guidance. From his first loan to his fourth, Milo has provided consistent, personalized support. The team and I have made a point of offering proactive advice and seamless service, reinforcing a relationship that extends beyond well beyond our clients’ closing date.

As the investor approaches the closing of his fourth loan, this milestone reflects the depth of his trust in Milo. Each loan, crafted to suit his unique financial landscape, has contributed to his success, underscoring Milo's role not just as a lender but as a trusted advisor. This repeat engagement speaks to the confidence he has in Milo's expertise and their shared commitment to his financial goals.

The essence of this partnership is a mutual journey of growth and success. The investor's return to Milo, time and again, highlights the value he places on their expertise, personalized service, and the solid returns his investments have yielded. As he embarks on his fourth loan, it's a testament to the enduring trust and the fruitful path they've navigated together, setting a foundation for future endeavors.

The opinions expressed in the Blog are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security or investment product.

Author

Loan Consultant Sales Team Lead

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