Real Estate Opportunities 

1) Types of Investment

• Buy Fix and Flip
• Rentals
• Buy Fix and Hold
• Buy Fix Refi and Hold
• Commercial

2) Geographical Area

• Local
• Out-of-Town
• Out-of-State

3) Capital

• How much capital
• Timeline
• How soon

4) Active and Passive

• How active or passive

5) Asset Entity Structure

• LLC
• Partnerships
• Sole Proprietorship
• C Corp
• S Corp
• Personal Name
• Non-Profit…..
• *See Tax-Free Investment Vehicle

6) Expectations

• • • Factors
    • Size and scope of deal
    • Amount of Capital
    • Timeline
    • Risk
    • Investor resources outside of capital
    • Degree of buying below market
    • Alternative sources of capital
    •  
    • Functions
    • I find the deal – put the deal together
    • Turn-key operation – A to Z……
    • My team and I get the remainder of the profits
    • I may split my % with one or more people who assist in a variety of functions.
    • This includes finding the deal – funding – consultation….
    •  
    • Profits – Returns
    • Returns Negotiable- Fair – Reasonable
    • Split Profits – % Return – Combination
    • Create and structure win-win
    •  
    • Small Residential Deals
    • Typical % Return
    •  
    • Commercial Deals
    • % Return – % Profits – or Both
  •  
  • Management Function
  • May be a management component on the more involved deals
  • Treated as an expense
  • Negotiable

1) SFR’s – New

• • Buy Land – Entitle – Sell
  • Buy Land – Infrastructure – Sell

2) SFR’s – Existing

• • Buy – Fix – Sell or Hold

3) SFR’s – Target Landlords

• Free and Clear – 100% Equity
• Seller Financing
• 0% to Low Interest
• Balloon in 10+ Years
• Payment @ 90% of NOI

1) Buy Land– Entitle – Sell

2) Value Added Deals

• Buy Below Market
• Determine Exit Strategies Before Acquisition
• Distressed Single/M-T Bldgs.
•    Repurpose
•    Renovate

Investment Objectives

• Recession Resistant Deals
• Below Market
• Value Added Deals
• Good – Excellent Profitability
• Target Lower Risk Deals

Funding

• Self-Funded
• Private Money
• Partners
• Hard Money
• Banks

Need Funding?

• Need to fund your own deal?
• Maybe your deal could be the right fit for some of my clients

Disclosure to Clients

• • • • • I can appraise just about anything with proper disclosure. However, It may not make sense for me to handle traditional 3rd party valuation matters for a client if there is an investor relationship. I would have the client go elsewhere for any of those matters. Anyone is advised to do their own research and evaluate it for themselves to see if it’s a good fit – same goes for any real estate dealings – do your own research and/or seek independent 3rd Party due diligence.
          • • My broker’s license is for my own deals – myself or with others – I don’t list or sell properties for others. My compensation can be derived from a number of sources to include but not limited to… appraisal and consultation fees from clients – brokerage fees – profits – and other forms of compensation on my own deals – and marketing fees on various activities. I’ve enjoyed the good fortune of having a clean record over my 30+ year tenure by striving to adhere to good judgment and common sense.
    • • • Look forward to serving in either capacity….