The Global Consultancy Advisory Group

Loan Management Center

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Portfolio Stock Lending

The Global Consultancy Advisory Group through its private hedge fund and lenders offers clients to obtain credit lines against stocks bonds, mutual funds, UPREITs and REITs.

The purpose is to provide our clients with alternative cash solutions to begin generating 50% quarterly or receive up to 80% cash back by using their owned portfolio as collateral to acquire cash to activate a Progressive Management Plan.

We provide portfolio management and financing to offset cash deposits to establish a Management and Settlement Account that provides clients with a variety of transactional funding options.

To qualify, the client must meet these requirements:

A. Your stocks, bonds, or mutual funds must be free-trading and must belong to you.

B. If restricted, restriction should be coming off within no more than thirty days.

C. Your securities cannot be private, but rather must trade publicly on a major stock exchange such as the NYSE or NASDAQ, or the equivalent on a British or Canadian exchange.

D. Your stock, bond, or mutual fund security must trade on average at U.S. $5/share or higher, consistently, over at least the last three months minimum. 

E. The average volume of trading activity must come to at least 200,000 shares per day over the prior 90 days, or $1 million in value traded on average per day. Most stocks on the major U. S. exchanges fit this trading minimum other than penny stocks.

F. If jointly owned or family owned, then all relevant signatories will need to be party to or to legally consent if there is to be one representative on the final credit line agreement.

G. A company (e.g., an S Corp), can be the signatory for the loan.

H. If your securities are in an IRA, 401K, or Keogh plan they are not eligible for the program unless the securities are removed from the plan. (We offer no advice on removal of securities from retirement plans). 

I. There should be no bankruptcy, foreclosure, or abandoned student/government debt on your record within the past three years.

J. Although credit is eventually pulled by your lending institution if you choose to proceed with your line, it is only used to verify your identity and any outstanding, unresolved potential claims on your securities assets as this would pose a risk to the lender if the portfolio was to be used as collateral. However, the specific interest or LTV features of your loan or credit line offer are not impacted as a result of such one-time inquiry and it is always later in the process, not a condition for determining the credit line offer’s contents if such offer is made.

K. Loan repayments do no show on your credit record and therefore do not affect any other loans you may have. Business borrowers who seek to put the credit line in their company name to build company credit, however, may request their lender to establish a D & B account to build such credit for their business. Those who want to build company credit should inquire in advance if this is of interest.

REIT Line For REIT & UPREIT Owners

Designed for those with Umbrella Partnership Real Estate Investment Trust (UPREIT) securities that cannot be sold without losing tax-deferred status and paying large cap gains taxes. 

Get liquidity from UPREITs and REITs without having to convert or sell beforehand. 

Same top-tier, licensed U.S. based network of major U.S. brokerage partners. 

Allow your buyers to pay you in UPREIT stock without having to convert your tax-deferred UPREIT into a standard marginable REIT.

Maintain your UPREIT in its current tax status while still tapping the portfolio for liquidity. (May be confirmed with your CPA). 

Credit Lines For Stock & Bond Owners

Better loan-to-value means more cash available for your needs. 

No credit inquiry required to receive a pre-approved loan or credit line offer. 

100% top tier, U. S.-based, FINRA-certified advisors and lending network. 

Wholesale, competitive rates usually well below what your brokerage is offering on a margin loan. 

Zero cost to confidentially apply. You pay only if we deliver as promised, afterwards.