It’s been awhile since I’ve written an update. Even now it’s difficult to think of just what I can write. I am not privy to what’s going on at Loomis and don’t want to speculate. From what I am hearing, good news is just around the corner — but frankly, I’m past the point where words are going to do anything for me.
Speaking only of my experience, and not trying to get folks to draw conclusions one way or the other.
My mortgages for Feb. weren’t paid until the last day of the month. If I’d have known that ahead of time, I wouldn’t have been happy, but I wouldn’t have been scared. However, it came on the heals of a friend having a mortgage actually paid past 30 days late — payroll of friends who work for Loomis had been late….and my assurance payment for Feb didn’t get paid until just right before the insurance automatically takes it’s money from my account.
As such — I went out and traded in my 13yr old car and 7yr old minivan for new/near new cars. Sounds odd, but I thought I was facing the ruining of my credit and wanted to get reliable vehicles while I still had excellent credit and low rates.
As I said, though — the mortgages were paid and things were looking up.
In March — I received notice that a lein was being placed on my home because one of my properties has never had it’s condo association fees paid. My assurance payment was not paid — and the insurance took it’s money — so we’re actually out money for the first time since being part of Loomis. And once again, the mortgages aren’t paid until the end of the month. Which if you KNOW they will be paid is bad but not that bad – but the WONDERING IF they will be paid is no fun at all. ?Received a call from one of the mortgages April 1st that March’s payment had not been made. Turns out it had, by FedEx on March 27 — but there was some confusion as the loan had been sold from one bank to another and the first bank had been paid (late) and it just hadn’t gotten through to the new bank. Not Loomis’ fault — other than paying so close to the margins in the first place.
The uncertainty involved has led me to request the return of my NARAS funds. When I put the money in, I was told that $30,000 would be avialable on 3 days notice — and that more time would be needed to get the rest. I was also told that the money in the NARAS funds was not used by the business, but was purely invested in real estate. It was at risk, but real estate doesn’t fall to zero value. Well, shame on me for not reading what I signed — even if it’s a half inch thick. Turns out the money isn’t “liquid” at all. They have 90 days to return your money — AND — they can use the money for running the business “from time to time”.
Knowing that the company was having cash flow issues, I was fairly sure they wouldn’t get my money to me in 3 days. It was an opportunity to see how the company would respond in a tough situation. I wish I could report “well done” — but instead — I have yet to hear an official acknowledgement of my request. I emailed the head of the NARAS fund with my request. I followed that up with a phone call. I followed that up with another email. I have talked on the phone and emailed no less than 5 other people at Loomis including Lee Loomis himself. I have yet to hear back in an official manner when my money will be returned to me. It has even been suggested that if my money isn’t in the NARAS fund, that I won’t be able to buy more properties.
This is my experience. I have been told that Loomis has closed a record number of homes and that new members are joining all the time and the cash situaiton is turning around. I am hopeful of better times to come. There has been a lot of turnover at the company, and that’s challenging for any organization. We have monthly conference calls and it sounds like great things are afoot.
I’ve tried to be careful in how I’ve written this update. You really can’t make conclusions one way or the other from anything I’ve said. It simply is what it is.
PoorDad
April 8, 2008 at 10:36 am
Hi Lee,
First let me applaud to you.
It’s been brave and strong of you to have
your experience with Loomis blogged like this. I can’t say that I know exactly how you feel, but I think can relate.
I attended the 2 hours meeting last summer. I liked the material that Lee presented, but I had my reservation because when I asked about the property & tenant buyer in detail, his answer was not really satisfied me. Plus when I asked about the company financial report, Loomis get agitated by it.
I’ve been following his website & newsletter from time to time, just to see where the company is at. Since the newsletter hasn’t been updated since December I wonder what’s going on, cuz usually they updated regularly every month. Then I run into your website while searching on the net.
I don’t know if taking your money is a possibility or if your contract allows you to withdraw and severe ties with Loomis. If that’s what you plan to do.
My understanding from the meeting is that you have a bank account under yr name that they control by deposit & withdrawing for the purpose of the R.E. transaction.
However I’m more concern with the money in your NARAS account, that’s a chunk of cash.
Well, I don’t know I’m just running my mind thru several scenarios like I always do. Maybe it was nothing at all, maybe Loomis is real and just running into some cash flow problem like most other businesses. The thing is an investment company (I don’t know if Loomis can be consider as an investment company) should have enough money to be liquid. Otherwise it will be just like Bear and Sterns.
I wish you all the best, I’ll keep my eyes open for your next posting.
April 8, 2008 at 2:31 pm
As I tried to emphasize in the article — I don’t believe any conclusion can be reached by what I’ve shared. It simply was what it was.
I have plenty of reason to believe that the folks at Loomis are working very hard on my behalf (and theirs).
Have the last two months been tough? For sure. It’s the only time I’ve been given any reason for concern. Do those two months wipe away everything that has been good up until then (and the good that still exists)? I wouldn’t think so.
Am I concerned? Sure I am. Just listen to the news and you can see that anyone investing in real estate right now has reason to be concerned.
I expect that each of the situations I talked about will be resolved shortly. I know that the friend who had the 30 day late hit his credit — saw that Loomis went to bat for him and got that mark removed from his credit.
I said at the beginning that this blog is only about my experience with Loomis. No one should think that anything I say represents anything more than that.
Poor Dad
April 8, 2008 at 3:14 pm
Hi Lee,
Don’t get me wrong. I didn’t say that Loomis is bad at all. Otherwise I wouldn’t keep looking/researching. I was and still am interested with Loomis. That’s how I got into your blog on the first place.
Thank you again for your willingness to blog your experience with Loomis Wealth.
April 8, 2008 at 5:29 pm
Glad the blog is helping. And it makes a lot of sense to thoroughly check things out. The more informed you are, the better choices you can make.
Poor Dad
April 9, 2008 at 2:38 pm
Hi Lee,
Thank you so much for blogging your experiences with Loomis Wealth. My husband and I, too, are members, and knowing what other members are experiencing is helpful. I can truly relate with your comment on KNOWING being bad but WONDERING being worse. Good communication and honesty are essential to a strong business. KNOWING helps one make better financial decisions. I met with Lee and company in March and expressed concerns with our personal financial situation and plan. I was assured things would get better and that good things were in the pipeline. We left with a plan of action which felt good. Some baby steps were taken toward that plan, but I am still waiting for some of the bigger steps to be taken. As with you, our life insurance wasn’t paid either, due to cash flow problems. My husband and I are hanging in there and trying to stay positive, as we know many very good people are involved in this company and working very hard for us, but we do need some action soon. WONDERING is very stressful. Please continue to keep us updated on your experiences both good and bad. You have a wonderful ability to state facts in an understandable way. They are what they are.
Lynda
April 9, 2008 at 10:06 pm
Hi Linda,
Thanks for sharing. I think that the tough times have revealed some “opportunities for improvement”. In my opinion — the volatile mortgage/sub-prime issues certainly explain the difficulties. They don’t explain the less than optimal handling of the difficulties.
Still, no one is good at everything. I truly believe in the “together we are better” aspects of the Loomis system. Part of that, is the members doing two things — giving honest feedback, and giving Loomis time to improve.
It would be easy to let our own fears inspire us to less than helpful words, or rash actions.
Poor Dad
April 10, 2008 at 7:50 pm
Hi Lee,
Thank you for sharing. I am a member also with one property. I have had it for a couple of years. I was all set to sign up for the new properties but I got concerned when the assurance payments stopped and the mortgages started being paid on the last day possible.
I have not received my assurance payment since October ‘07. I guess I assumed that no one else was either while they got back on their feet. I will contact them to find out what is going on.
Thanks again and good luck,
Concerned Member
April 13, 2008 at 8:24 am
Do you have a Personal Account Manager that is supposed to let you know what is happening? We are looking into Loomis right now and they are really “selling” how much communication they have, does this really happen? Are they giving you any good answers? Thank you for your blog, it is appreciated.
April 13, 2008 at 5:17 pm
I do have a personal account manager. There’s been a good bit of turnover for ours — so that’s certainly impacted things for me.
Until the last two months, I’d have rated the communications as being fairly good. And they’ve instituted a monthly conference call to let you know what’s going on with Loomis and you can submit questions (but they don’t take live questions). And I think that’s helped as well.
The cash flow issues were great opportunities for communication, and I think I’d have to give them a poor rating for how it’s been handled.
So I’d have to say it’s been a mixed bag. Sometimes quite excellent, and sometimes inexcusably poor.
I will say, it seems clear they WANT it to be good.
Poor Dad
April 15, 2008 at 1:07 pm
Lee,
I’m wondering what the source of funds for the mortgage payments is. If a property is not rented, how does the mortgage get paid?
Does Loomis pay out of pocket or does the owner (someone like you) have funds set aside to fund the payments?
April 15, 2008 at 1:49 pm
Hi Guy,
Loomis pays the mortgages — it’s part of the deal. They are on the hook for finding “renters” — and to pay the mortgage if the properties aren’t rented.
Of course — if they fail — that responsibility falls back to you, as it’s YOUR mortgage.
Poor Dad
April 16, 2008 at 9:34 am
This is in regard to your answer to Guy. If the mortgage is in your name, is the property title also in your name? So, if Loomis were to fail, could you sell the property to get out from under the mortgage? Or hire your own property manager to rent it out?
April 16, 2008 at 10:20 am
To Lisa: yes, it’s your property, you can sell it just like you can sell your own home. If you have renters — and agreements with those “renters” (purchasers contract for deed), then there might be some issues to selling the house. But then, if you are “renters” you’d have positive cash flow from the property and no need to sell it.
It’s your property. It’s your mortgage.
Poor Dad
April 19, 2008 at 10:06 am
Lee,
Did you ever get your 30K? Has the communication gotten any better from Loomis? I think my biggest concern is the fact that we have no say in who the owner/occupant is. Which I think is HUGE since they are the only ones actually bringing in the cash. With out them, there is no cash. I think we have decided to wait on Loomis for now. And are checking out some other options. I will be keeping a close eye on your experience though and thank you for your honesty.
April 24, 2008 at 9:31 am
Lee, This blog is agreat idea.I’ve been wanting to add to it for awhile now. After reading your latest post, I thought now is the time. I have been a member since June 2006. All the things you are going through, me and my wife have been going through for over a year now. That’s why I’m glad I waited to post until now. I was ready to post some pretty negative stuff about this company and the bad experience we have been having. But I think there is hope and giving them more time will prove to be a wise decision I hope. They really need to learn about communication. They are trying but sometimes it only seems superficial as nothing has changed yet. They have added “bells and whistles” so to speak to improve communication but the bottom line is nothing is changing and the frustration level is growing. We still get at least 20 calls a month from lenders wanting to know where the payment is. We still only have 3 properties and were supposed to have 11 by the end of this year. I’ve now lost all equity in my home due to pulling it out 2 years ago and refinancing with a negam loan per LWS. I am in a position now where I can’t refinance unless I put that equity I pulled out back into the loan. If I do that I can’t qualify for anymore properties with LWS. They are working to figure out a solution now but that is also something you may want to keep your eye on.
Good luck to all, Mike
May 5, 2008 at 8:09 pm
Thanks for sharing.
I’m a member as well, and thank goodness, haven’t had your experience. It doesn’t mean I won’t (Loomis Wealth is a small company, so problems will occur with more regularity than they might at Citibank). But I honestly feel for you and pray that the situation works out. You deserve it.
I will agree on one thing: that communication (except for the monthly conference call) was lacking. Thankfully, the Everett, WA office has now taken over the duties of account managers after they were so tired of hearing about lack of follow through. Things have gotten MUCH better for us since then; it’s like night and day.
We also pay our loans from our LLC, then get reimbursed by Loomis each month. This gives me control of preventing late payments. Honestly, if I didn’t control it myself, I’d worry myself to death (kind of defeats the point of this whole exercise!).
Anyway, I hope you post again soon and have some updates with positive news for your personal situation. Things have improved for us since the new Member Web site came online, so I hope they do for you as well!
- Joe
May 7, 2008 at 2:29 pm
Thanks all for their insights. I am highly interested in the possibility of becoming a member, so am monitoring this blog very closely as it is indeed difficult to get independent verification that Loomis is set up to execute smoothly against the plan.
I appreciate the comment from Joe above too because I would insist that I have complete control of sending the payment to the mortgage bank/company and have Loomis reimburse me (or the LLC).
I did ask this very question to an Account Manager from Loomis, and he confirmed that this is the way they set things up – which was good to hear.
Definitely looking forward to Lee’s next post about getting everything sorted out.
Thanks again for this blog – keep the comments coming!
– Seeking Confirmation
May 14, 2008 at 5:25 pm
Hello, Lee:
Thank you for this blog. I have been very interested in joining Loomis and apparently my wife and I are in a position to purchase readily – - but, I was and have been pretty skeptical. So, I really appreciate your blog about your experience. Can you kindly answer some questions: What is the “assurance payment”? (Is that the rent…?) Do you own the property alone or do you own an interest / share in the property? Can you sell anytime? What is the NARAS account?
Thanks for your time. I hope things improve for you.
Dave
September 16, 2008 at 7:08 pm
Some time ago I heard that there was a meeting of local LWS members in the Roseville/Sacramento area. I’m wondering if anything like that is still going on?
As a current member myself I’d like to get in touch with other members in my area as well and maybe shed some more light as to what is going on and share information.
random @ pacbell . net
-Richard