Get the full implementation playbook plus unlimited access to the advanced calculator with 30-year projections, risk analysis, and detailed breakdowns. Everything you need to model, plan, and execute the strategy.
"The strategy isn't proprietary — sophisticated investors have used variations of it for decades. What's been missing is a single guide that walks an ordinary portfolio holder through actually setting it up. That's the gap the playbook fills."
— sblmortgage.com editorial team
No. This is educational content explaining a strategy used by sophisticated investors. Before implementing anything, you should consult a licensed financial advisor, tax professional, and attorney familiar with your specific situation and jurisdiction.
HELOCs use home equity as collateral; margin loans typically fund stock trading. The Corporate Dividend Mortgage™ inverts the pattern — the stock funds the home, inside a corporate wrapper that creates structural and tax advantages neither traditional product offers.
The classic case study uses $200,000 total ($100K down payment shares + $100K additional capital). The strategy scales down — it works at $50K, just for smaller properties. The calculator on the site lets you test your specific situation.
This is the single most important risk. The strategy depends on dividend yield exceeding margin cost. If margin rates climb above your dividend yield, the leverage works against you. The playbook covers stress-testing for rate shocks in detail.
Because the corporation owns everything, you have an additional exit route most homeowners don't: you can sell the corporation rather than just the house. The buyer acquires both the home and any retained portfolio. This typically creates better tax treatment and can fetch a premium. The playbook walks through both exit modes.
Yes. If the playbook isn't worth $97 to you within 30 days of purchase, email us and we'll refund. No friction, no questions, no awkwardness.