STRONGEST FIRST HALF YET. HERE IS WHAT WE ARE BUILDING TOWARD.

The first half of 2026 was our strongest yet. And the part I am proudest of is not the volume. It is the

discipline behind it. Stronger borrowers, cleaner deals, faster exits. We grew the right way by being more selective, not less.

Heading into the second half of the year, here is what is actually on my mind: I want to do more of this with you.

WHAT WE ARE SEEING IN THE MARKET

Quality deals are still moving fast. Well-bought fix-and-flips with realistic rehab budgets are exiting on schedule. Basis is everything right now.

The market is softening, and that rewards discipline. This is the environment where conservative underwriting and accurate valuations matter most. Buy right, budget honestly, and have a real exit strategy before you start.

The right lending partnership matters more than ever. When a good deal comes along, you want a lender who knows the market, gives you a straight answer, and moves with you. That is the lane we stay in. Local decisions, conservative structures, and an honest read on your deal, even when the answer is not this one.

WHAT I WANT FOR THE SECOND HALF

The operators and investors on this list are the people we want to build with. Not just for one deal, but as the kind of relationships that last for years. The borrowers who come back to us again and again are the backbone of this business, and growing that is exactly what the second half of 2026 is about.

If you have got something in the works, or even something you are just thinking through, reach out. The best relationships we have started exactly that way.

Here is to a strong second half, together.

Have a deal? Submit it at weare42solutions.com, or reach me directly at devon@weare42solutions.com or 602-501-1174.

Devon

P.S. I want to know what you are working on even if the timing on a specific deal is not there yet. The more we understand your pipeline, the better positioned we are when the right one comes.