Good deal making is all about solving problems Benefits of Real Estate Investing

- Price Appreciation
- Equity Build-Up
- Cash Flow
- Leverage
- Depreciation
- Capital Gains Treatment
It's all about your strategies Not all real estate investments are created equal Start with the end in mind

  Real Estate Opportunities 

Commercial & Residential

Investor Q and A

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

Residential
3 Targeted Strategies

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

Commercial
2 Targeted Strategies

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….