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Fortra Law Premier legal partner to the private lending industry, offering high-level legal counsel.
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Our legal departments include Banking & Finance, Corporate & Securities, and Litigation & Bankruptcy, while our GeraciCon conference line provides networking and educational opportunities to the industry at large. For more information on Geraci Law Firm, visit: https://geracilawfirm.com
To see our upcoming conferences, visit: https://geracicon.com
To subscribe to The Originate Report magazine, visit: https://originate.report

Kevin Kim, Esq., Partner at Fortra Law, is taking the stage at IMN’s Carolinas Middle-Market Multifamily Conference.Kevi...
10/08/2026

Kevin Kim, Esq., Partner at Fortra Law, is taking the stage at IMN’s Carolinas Middle-Market Multifamily Conference.

Kevin will join the conversation for “The Capital Stack Reimagined: Creative Financing Structures,” exploring how today’s market is reshaping the way deals are financed.

If you’ll be in Charlotte, don’t miss the session and be sure to connect with Kevin and the Fortra Law team while you’re there.

October 13, 2026
10:45 AM – 11:15 AM
Omni Charlotte Hotel | Charlotte, NC

Learn more: https://zurl.co/MkTMt

This week’s Private Lending Word of the Week is Originator.From sourcing opportunities to getting a loan started, origin...
10/07/2026

This week’s Private Lending Word of the Week is Originator.

From sourcing opportunities to getting a loan started, originators play an important role in the private lending process.

Keep building your private lending vocabulary with the Fortra Law Private Lending Glossary:
https://zurl.co/8IoaM

A great week at LEVERAGECON 9!Steven Ernest, Esq., Jennifer Young, Esq., and Audrey Swanson represented Fortra Law at th...
10/06/2026

A great week at LEVERAGECON 9!

Steven Ernest, Esq., Jennifer Young, Esq., and Audrey Swanson represented Fortra Law at this year’s event, connecting with others across the private lending community and spending time with clients and colleagues.

Steven and Jennifer also joined the Private Lender Legal Forum, bringing a legal perspective to the conversations happening throughout the conference.

Thank you to the LEVERAGECON team and everyone who took the time to connect with us. We enjoyed being part of this year’s event and look forward to the next one!

This week’s Private Lending Word of the Week is Net Operating Income (NOI).A key metric in real estate lending, NOI help...
10/01/2026

This week’s Private Lending Word of the Week is Net Operating Income (NOI).

A key metric in real estate lending, NOI helps lenders and investors evaluate a property’s financial performance.

Keep building your private lending vocabulary with the Fortra Law Private Lending Glossary:

https://zurl.co/MXcIR

Kevin Kim, Esq. and Jennifer Young, Esq. are heading to The Fund Manager Summit!On October 6, they’ll join fellow mortga...
09/30/2026

Kevin Kim, Esq. and Jennifer Young, Esq. are heading to The Fund Manager Summit!

On October 6, they’ll join fellow mortgage fund managers in Irvine for a day focused on the issues that come with operating and growing a fund.

Kevin will also serve as a group leader for the Fund Operations / Governance roundtable from 11:00 AM to 11:45 AM.

If you’ll be attending, be sure to connect with Kevin and Jennifer while you’re there!

October 6, 2026
Hilton Irvine

Learn more: https://zurl.co/di3MH

This week’s Private Lending Word of the Week is Master Repurchase Agreement (MRA).MRAs are an important part of the priv...
09/25/2026

This week’s Private Lending Word of the Week is Master Repurchase Agreement (MRA).

MRAs are an important part of the private lending and capital markets vocabulary, particularly for lenders looking at ways to finance and leverage their loan production.

Want to brush up on more private lending terms?

Explore the Fortra Law Private Lending Glossary:
https://zurl.co/niLRu

Will you be at LeverageCon 9? Let’s connect.Fortra Law Partners Steven Ernest, Esq. and Jennifer Young, Esq. are heading...
09/24/2026

Will you be at LeverageCon 9? Let’s connect.

Fortra Law Partners Steven Ernest, Esq. and Jennifer Young, Esq. are heading to LeverageCon 9 on Thursday, October 1, 2026.

If you’re attending, we’d love the opportunity to connect. Whether you want to discuss what’s happening across the private lending market, exchange ideas, or simply say hello, be sure to find Steven and Jennifer while you’re there.

Meet the Fortra Law team:
Steven Ernest, Esq. | Partner
Jennifer Young, Esq. | Partner
Audrey Swanson | Transactional Loan Processor

We look forward to connecting with clients, colleagues, and industry professionals at LeverageCon 9.

Learn more: https://zurl.co/64Qw3

Tomorrow’s the day!Join Melissa Martorella, Esq., Partner at Fortra Law, and Laine Prescott, Esq., Attorney at Fortra La...
09/23/2026

Tomorrow’s the day!

Join Melissa Martorella, Esq., Partner at Fortra Law, and Laine Prescott, Esq., Attorney at Fortra Law, for “The Overlooked Rules that Apply to Business Purpose Loans: California Edition.”

Melissa and Laine will discuss the federal and California-specific laws that private lenders, mortgage brokers, and California Finance Lenders need to understand when originating business purpose loans.

If you’re looking for a practical compliance refresher or planning to expand your lending activities in California, you won’t want to miss this session.

📅 Tomorrow | Thursday, September 24
🕦 11:30 AM – 12:30 PM PT

There’s still time to register: https://zurl.co/G1WpZ

We look forward to seeing you there!

California’s foreclosure rules are changing again.Governor Newsom recently signed AB 1957, making significant changes to...
09/23/2026

California’s foreclosure rules are changing again.

Governor Newsom recently signed AB 1957, making significant changes to the post-sale bidding process created by SB 1079.

For lenders, servicers, and trustees, the changes mean a narrower pool of eligible bidders, new property and documentation requirements, and greater accountability around the post-sale process.

So what actually changed, and what should lenders be preparing for before the new rules take effect?

Steven Ernest breaks down AB 1957 and what it means for California foreclosures in our latest article.

Swipe through for the key takeaways, then read the full article here: https://zurl.co/3kPFZ

Kevin Kim, Esq. is joining the conversation at The Fund Manager Summit.On October 6, Kevin will serve as a group leader ...
09/22/2026

Kevin Kim, Esq. is joining the conversation at The Fund Manager Summit.

On October 6, Kevin will serve as a group leader for the Fund Operations / Governance roundtable, leading a discussion around the operational and governance considerations that come with managing a mortgage fund.

The Summit brings fund managers together for an interactive format built around shared experiences and the issues they’re navigating in their businesses.

If you’ll be attending, join Kevin at the table.

October 6, 2026
Fund Operations / Governance Roundtable
11:00 AM – 11:45 AM

Learn more: https://zurl.co/DHvvo

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20 Pacifica, Suite 300
Irvine, CA
92618

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Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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