January 15, 2025 · 6 min read
What goes into an FMV report for a promissory note
A walk-through of the components that make a promissory-note valuation defensible — from note terms to borrower performance and collateral position.
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Notes from our team
Short articles on valuation methodology, SDIRA reporting workflows, and what makes a defensible FMV opinion.
February 8, 2025 · 5 min read
How SDIRA custodians use FMV reports
Self-directed IRA custodians need an annual fair market value for every alternative asset they hold. Here is how independent reports fit into that workflow.
Read articleMarch 12, 2025 · 4 min read
Performing vs. non-performing notes: valuation impact
Whether a borrower is current changes the analysis substantially. A short guide to the methodology differences between the two cases.
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