Podcasts about old capital lending

  In this conversation, John Harcar and Julie Anne Peterson discuss navigating the current tough times in the real estate market. Julie shares her journey in real estate, emphasizing the importance of partnerships and finding the right collaborators. They explore current market trends, lending insights, and the significance of building strong relationships with lenders. Julie also outlines the qualifications needed for securing loans and highlights Old Capital Lending's unique approach to supporting investors.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Jim Pfeifer and Paul Shannon chat with James Eng of Old Capital Lending to unpack today's multifamily financing landscape. A 20-year commercial lending veteran in both institutional and private markets, James explains how surging interest rates, higher scrutiny on sponsors, and renewed competition in bridge loans are reshaping apartment deals. He also shares why LPs should treat debt as a top priority – from understanding agency vs. bridge terms to watching out for “race-to-the-bottom” lending and tricky rate caps. If you're looking for clearer insight on the capital stack and how lenders view multifamily risk in 2025, this conversation offers a valuable blueprint. Today's Takeaways: The Fed's rate cuts have created uncertainty in capital markets. Bridge loans are returning as a viable financing option. Rate caps have become more expensive and complex. Lenders are now more critical in their evaluations of borrowers. Limited partners should prioritize understanding debt structures. Transaction volumes are significantly lower than previous years. Cap rates need to align with interest rates for positive leverage. Potential recession risks are impacting lender confidence. Diversification of tenant demographics is essential for stability. LPs should actively seek updates on loan terms and conditions. Want To Learn More? PassivePockets.com Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

What can passive real estate investors learn from a deal gone wrong?   In this episode, experienced passive real estate investor Hans Box shares the story of an early real estate deal that went south and how he and other passive investors took control to turn it around. He provides his expertise in vetting sponsors, reviewing legal documents, asset classes, markets, and more.   Hans is Co-Founder of Box Wilson Equity, a firm that focuses on cash flow and value-add investments and is a Senior Director at Old Capital Lending, a top provider of commercial capital solutions in the Texas market. His background is in the accounting, business strategy consulting, and real estate industries. Hans has personally been directly involved in the acquisition, investment, and management of over $350MM in multifamily and self-storage assets, has asset managed ~3,700 multifamily units, and has been the GP in ~4,300 multifamily units and ~2,000 units of self-storage. He specializes in structuring, creating, and managing partnerships to acquire multi-million dollar cash-flowing assets.    (00:00 - 7:00) Opening Segment Hans got his start in real estate investing by partnering with someone who turned out to be a poor operator. He and another passive investor led the charge to remove the sponsor and take control of a 208-unit apartment deal. By diving in to manage the property, Hans gained invaluable hands-on experience in multifamily.   (7:01 - 15:00) Evaluating Operators as a Passive Investor The most important factor is finding a great operator, not just a great salesperson. Look for transparency, articulation of the business plan, and track record over 5+ years. Get references and talk to their current investors before committing capital.   (15:01 - 22:00) Reviewing Legal Documents and Due Diligence Take diligent time to review PPMs and operating agreements, even if investing a relatively small amount. Consider having an attorney help walk through key clauses at first. It takes repetition to become comfortable reading and analyzing real estate legal documents.   (22:01 - 27:40) Switching Asset Classes and Markets No problem expanding geographically if the operator has done their homework and due diligence. More concerned about asset class change, prefer to see domain experts on the team. But comes down to vetting the operator's overall investing philosophy and track record.   (27:41 - 30:00) Closing Segment Best deal: 152-unit apartment complex in Dallas Worst deal: A hotel in Belize Top lesson learned: Take action, but start conservatively and avoid FOMO - there will always be another deal.     Quotes: "A bad operator can turn a home run into a strikeout." - Hans Box "The best way to get rich is hit singles and doubles and don't lose money" - Hans Box   Connect with Hans: Website: www.boxwilson.com   Apply to Invest with Taylor at www.investwithtaylor.com   Track your wealth for free with Personal Capital, go to www.escapingwallstreet.com   Please leave a review and help others escape Wall Street and build wealth on Main Street!

How do you position yourself for success in the current real estate climate?   In this episode, we chat with Julie Ann Peterson from Old Capital Lending, a senior director in the commercial real estate capital markets. With many years of industry experience, Julie shares her insights on the real estate market today. She offers practical strategies for dealing with these uncertain times, such as conserving cash flow, seeking deals with experienced operators, and focusing on long-term plans rather than short-term fixes. If you want to know insider tips on how to make it out there, listen in now!     Learn more about ALTERNATIVE BUSINESS and INVESTMENT STRATEGIES through QUATTRO CAPITAL!   LinkedIn: /TeamQuattroCapital Instagram: @TeamQuattroCapital Facebook: @TeamQuattroCapital Website: www.TheQuattroWay.com   TikTok:@realestaterunwaypod     [00:00 - 12:04] Navigating Real Estate Distress Julie talks about how she got started in real estate and how she ended up helping others to learn more about lending Today's expense and lending side of deals are very challenging Some lenders are refusing to release construction draws, creating a cash flow problem A lot of people are backing off on their cap ex budget and choosing to conserve cash   [12:05 - 19:33] Understanding Lender Behavior in the Current Market Lenders are more open to restructuring loans rather than taking back assets. Creative financing options may be available such as extending loans or selling at loan amount Some operators are maybe more concerned about themselves than their investors; which is why it's important to find an operator with experience and a good track record   [19:34 - 30:24] Thinking Long Term is Key We are currently in a lender's market and they have had to change the rules due to the market conditions today If the problem in a deal is just a function of debt, it may be worth putting money into restructuring or refinancing If you have time and money, sit tight and get ready for a long-term hold If you are in distress, be proactive and check all of your options now before it's too late    [30:25 - 37:53] Building Meaningful Connections Julie describes herself as a connector, helping people find the right resources and professionals in the real estate industry She reflects on parenting her four kids and on her passion for supporting the elderly      Quotes:   “It is about conserving cash and it's really about leasing up as much as you possibly can.” - Julie Anne Peterson   “If the operator is capable and has very good long term strategy, the best thing may be for you to stay in it.” - Julie Anne Peterson   “I think we have to get away from this idea of short term ideas. I think we need to be looking at a longer term strategy.” - Julie Anne Peterson     Connect with Julie Anne through LinkedIn and Facebook, and visit Old Capital Lending's website. Join Julie's ZOOM@8 every Tuesday night where she talks with industry experts about commercial real estate.     LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how Team Quattro can help you by visiting www.TheQuattroWay.com.   Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life and maximize wealth! Click here to find out more about the host, Chad Sutton.     Nectar: https://app.usenectar.com/quattro-capital     Entity Keeper:  Join the EntityKeeper community today to simplify the way you manage your entities and org charts while reducing manual errors. Easily organize corporate data, visualize ownership structures, store unlimited documents, and manage important filing dates with one secure solution. Click here to start simplifying your entity management with EntityKeeper now!

What you are going to hear in my conversation with today's guest, CRE debt expert James Eng of Old Capital Lending in Texas, is going to make you wonder if we aren't facing the GFC 2.0 – but this time in commercial real estate, especially multifamily, instead of residential real estate in the post 2007 downturn. Having done over $2 billion in lending during 2021 and 2022 combined, you will be shocked by the percentage of those loans projected to fall into default without significant new injections of cash, or that could face forced sales, or be foreclosed on by their lenders. James explains how debt sources shifted from early 2021 in a way that changed lending standards, adjusted loan to value ratios, and competed on pricing that led to, and I'm not sure if he uses the term, but led to a bubble in asset pricing. Not only that, but you're also going to learn how these loans get packaged up into tranches that are rated AAA to Bbb, and are then sold off to institutional investors who, in turn and in many cases, then sell them back to retail investors who end up being the final resting place for all risk. If you've not read The Big Short by Michael Lewis, don't bother. Just listen to my conversation with James today. If you have read it, listening to James is going to get you excited about the possibilities of being ahead of the curve this time around – and for multifamily real estate no less! If you want to know how to shore up an existing deal or want to discover where to find multifamily deal flow as pricing resets, this podcast will provide you with guidance on where to look and what to look for. ** In this brand new podcast series at GowerCrowd, The Real Estate Reality Show, we take a realistic view of commercial real estate investing, providing pragmatic insights for passive investors who are looking for sponsors they can trust and distressed opportunities they can invest in. You'll find no quick fixes or easy money ideas here, no sales pitches, big egos or hype. You'll learn how to build your wealth while protecting your capital investing as a limited partner in commercial real estate investments, even and especially during an economic downturn. Subscribe to our YouTube channel here. 

Want investment opportunities that align with your goals? At Birch Prosper, our team considers your unique criteria to identify the best opportunities. Let's start the conversation! Just go to: https://calendly.com/birch-prosper/intro-meeting-15-min-clone--Don't miss this episode where guest Julie Anne Peterson and I discuss how working with an experienced mortgage broker can provide surety of close and give you confidence in your deals! --About the guest:Julie Anne Peterson is Julie Anne Peterson (graciously referred to as The First Lady of Lending) is Senior Director for Old Capital Lending - a nationwide premier provider of commercial capital solutions and advisory services for multi-family and & commercial real estate. She has 32 years of real estate transaction experience, and personally invests in commercial and multi-family assets as a General and Limited Partner in TX, SC, and KY. Julie is also the host of the very successful weekly virtual meeting, Zoom @ 8pm EST, where new and seasoned investors come to get educated and build relationships. Connect with Julie: LinkedIn: https://www.linkedin.com/in/julie-anne-peterson-51a6603/Zoom @ 8 Meetup: https://www.dancinginvestments.com/NAIC Facebook Page: https://www.facebook.com/NAICsandiego/ Episode Highlights:✔️ The importance of working with a broker that provides surety of close on your deals✔️ How Zoom @ 8pm EST helped its attendees close about $60MM in deals✔️ Understanding how and when to engage commercial mortgage brokers in your deal✔️ What is an interest rate cap?✔️ Underwriting more conservative rent growth in the current macroeconomic climate ✔️ Understanding your assumptions when underwriting deals✔️ Selecting the right debt structure for your business plan and exit strategy 

A $229 Million multifamily portfolio was just foreclosed on in Houston, Texas. It's the first of what could be similar foreclosures in the commercial real estate industry. And there's a good chance some of our listeners were invested in that portfolio or another one facing the same fate. If you are a multifamily investor, either passive or active, you'll get some great advice in this episode on how to navigate the current commercial real estate environment.  You'll hear from Old Capital National Director James Eng. He'll explain why commercial real estate could be facing a massive reckoning, especially for investors who took out bridge loans. In Part One of this interview, you'll get his take on interest rates and the impact on commercial lending. In Part Two, you'll hear more about what he thinks will happen in the months to come.  James has over 17 years of experience in commercial real estate lending. He started his career as an underwriter at GE Capital Real Estate and joined Old Capital in 2014. He has worked with hundreds of investors to help them acquire over $1.5 Billion in multifamily properties totaling over 20,000 units nationwide. In addition to financing multifamily, he has invested in over 10,000 units as a limited partner in nearly 40 properties in Texas. Often called “The Professor” of Multifamily Financing, James has produced hundreds of hours of educational multifamily content on YouTube. He received his finance degree from University of Texas at Austin and resides in Dallas-Fort Worth with his wife and three boys. Don't forget to subscribe to the podcast and if you like the show, please leave a review! Join RealWealth today at www.RealWealthShow.com. And for more information on Kathy's Single-Family Rental Fund, go to www.GrowDevelopments.com  

Want investment opportunities that align with your goals? At Birch Prosper, our team considers your unique criteria to identify the best opportunities. Let's start the conversation!Just go to: https://calendly.com/birch-prosper/intro-meeting-15-min-clone--Don't miss this episode, where guest James Wilson and I discuss the capital markets and the importance of building a relationship with commercial lenders. --About the guest:James Wilson is a Director for Old Capital based out of Dallas-Fort Worth.  He has been an active real estate investor since 2014 and has an interesting background as a former Naval Officer and enlisted service member.  He deployed twice on the aircraft carrier USS Ronald Reagan and once to Micronesia working directly for a US Ambassador at the Embassy.  James also managed over $100 million in construction projects throughout his time with the Navy.Connect with James Wilson: LinkedIn: https://www.linkedin.com/in/jameswilson-mba/Instagram: https://www.instagram.com/jameswilson.mba/YouTube: https://www.youtube.com/@jameswilsonmbaWebsite: https://jameswilson.mba/Old Capital Conference Site: https://www.oldcapitalconference.com/Episode Highlights:✔️ Leveraging your professional network to grow your investing network✔️ What is a commercial mortgage lender?✔️ What is the workflow when engaging Old Capital Lending in deal acquisitions?✔️ Conservative underwriting in high interest rate, high inflationary periods✔️ Key commercial lending metrics in apartment deals✔️ Commercial mortgage lender due diligence on sponsorship groups: (1) net worth, (2) liquidity, (3) experience (acquisitions and full-cycle deals) 

Do you want to get into real estate investing but don't know where to start? Our guest for today, Julie Anne Peterson, the senior director for Old Capital Lending has 30 years of real estate experience. Her goal is to share all she knows about the multifamily real estate industry, including market risks and strategies for successful investing. But it's not just business—she also stresses the importance of partnering up with someone who can trust and support each other through it all. Networking will lead you when investors are in need of partners or leads. Tune in to learn more and find out exactly what it takes. Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation In this episode, we explore: 00:37 - Introduction 02:00 - Julies' Story 06:36 - Status of loans 09:54 - Cap rates 14:56 - Market risks 17:48 - Possibilities of rates 23:43 - Distribution of cash flow 26:21 - Advice to somebody starting out 29:34 - www.oldcapitallending.com Connecting with the Guest: Website: https://oldcapitallending.com/our_team/julie-peterson/ Email: jpeterson@oldcapitallending.com #realestate #shorttermrental #income

If you want the inside scoop on the current market situation, you've come to the right place. Today's guest, Julie Anne Peterson is a senior director for Old Capital Lending and founder of Zoom@8, a platform connecting new and experienced investors and opening up real estate doors for people across the world! As you probably know, inflation rates and cap rates are high and rising, so in this episode, Julie offers valuable advice on how lenders and borrowers should be thinking about their investments currently, what changes to expect in the coming months, and the Old Capital Lending tool that could greatly benefit you. It's far from the doom and gloom you may be expecting, so don't miss out! Key Points From This Episode:Introducing today's guest, Julie Anne Peterson.How lenders are responding to the current market situation.What sellers need to come to terms with about the current market situation.The four different types of lending products that Old Capital Lending focuses on.Increase in the SOFR rate over the past two years.How the increased rate cap affects borrowers.What to expect from the SOFR and cap rates in the coming weeks.Words of comfort for investors who are feeling panicky about the state of the markets.What a good IRR is right now.Julie explains what a debt yield is and how it has changed over the past 20 months.The benefits of Old Capital Lending's fixed bridge product.Julie shares what motivated her to found ZOOM@8 and what the platform does.The impact that women can have in the real estate industry.Links Mentioned in Today's Episode:Julie Anne Peterson Phone Number — 630-453-7150Julie Anne Peterson on LinkedInJulie Anne Peterson on InstagramJulie Anne Peterson on YouTubeZoom@8 RegistrationZoom@8 on FacebookOld Capital LendingVertical Street VenturesPassive Income Through Multifamily Real Estate Facebook GroupPeter Pomeroy on LinkedInPeter Pomeroy Email

Julie Ann Peterson is the Senior Director for Old Capital Lending - leading Nationwide Mortgage Broker. She closed about 6000 loans so far and 1.2BILLION every year. Julie Ann is also a GP and LP Investor. She loves to play Pickleball, she's a Cycling Champion and a dedicated hiker. Her biggest success if being married for 25 years and mom of 4 great kids. Get in touch with Julie Ann: https://oldcapitallending.com/ If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Artist: http://audionautix.com/ 

About Julie:Julie Peterson serves as a Senior Director for Old Capital. Ms. Peterson is responsible for raising both debt and equity capital for commercial real estate projects throughout the nation. With 30 years of real estate transaction experience, Julie Peterson does not just source funds; she consults with her clients to help solve their immediate needs. She works with all types of income producing real estate and at all levels of the “capital stack”. Ms. Peterson's clients are real estate entrepreneurs who are dependent upon the many relationships they establish, and the relationship with their capital provider is no different. Transaction volume translates into knowledge. With knowledge comes certainty. Old Capital consistently ranks as one of the top producing financial intermediaries in the nation, so your transaction benefits from the experience gained only through closing a substantial number of complex assignments. Ms. Peterson allows you to leverage her knowledge into your business plan, along with providing a high degree of closing certainty. Her only objective is to secure the best possible financing solution at the lowest cost of capital.Ms. Peterson is the ‘lender of choice' to many new real estate entrepreneurs. She has the passion for your success!Originally from the suburbs of Chicago, she and her family live in Carlsbad, California.Links From The Podcast https://oldcapitallending.com/jpeterson@oldcapitallending.com972.833.2774https://www.linkedin.com/in/julie-ann...Williamp2pre (Twitter)https://peer2peerrealestate.com/www.facebook.com/peer2peerrealestatehttps://www.linkedin.com/in/williemor...Book RecommendedThink your way to success-Mark Rhodes Thank you Julie for being on the PodcastPlease go to Apple Podcasts look for us at Peer 2 Peer Real Estate Podcasts, subscribe and leave a reviewKeep the momentum going, Good things will happen.Thank you and Stay safe. See acast.com/privacy for privacy and opt-out information.

Just like everything else, the lending environment constantly changes.  In today's episode, we're going to dive into them! Julie Anne Peterson has 30 years of transactional real estate.  She brings experience in all facets of the capital stack and has the understanding on what it takes to get deals done.  Working for Old Capital Lending, a mortgage broker that closes over $1 billion yearly is an amazing fit for Julie's talents.  She's located in San Diego, works nationwide on transactions outside of the great city of California, has been married for 25 years, has four kids, and loves to play with her dog, Walter. [00:01 - 04:07] Opening SegmentLet's get to know today's guest, Julie Anne PetersonJulie Anne briefly shares how she got into lending and transactional real estateHitting the jackpot at 22Growing her business and working with young investors[04:08 - 11:53] Today's Lending EnvironmentHow COVID took down everything and how Julie Anne pushed throughThe Gold Standard of the Syndication ModelIt is A Crazy Business: Creating great deals in bridge lendingJulie Anne talks about the next 2 to 3 years of the lending environmentGetting into a deal and capitalizing legally[11:54 - 25:28] Going All In in Real Estate InvestingHow to Grow Your Commercial Real Estate HoldingsWhy you should not go cheap in investingLooking for the best people for the best dealsWhat You Should Know About Agency DebtWhy The Time is Now [25:29 - 29:38] Final Four SegmentWhat Julie Anne would invest in with only $20,000 Look for education and a mentorHow Julie Anne would help in a real estate mistakeGet a team setJulie Anne's way to make the world a better placePutting teams togetherReach out to our guest - see links below Final wordsTweetable Quotes“It's all good and bad.  You've got to stay in the game.” - Julie Anne Peterson“I think there's a lot of opportunities for people on the sidelines that are trying to be creative to get into a deal.” - Julie Anne Peterson“Time kills all deals.” - Julie Anne Peterson-----------------------------------------------------------------------------Connect with Julie Anne Peterson through jpeterson@oldcapitallending.com, 972-833-2774, and LinkedIn.  Check out Zoom at 8pm EST, Old Capital Podcast, and www.oldcapitallending.com.Connect with me:I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns.  FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on.  Thank you for tuning in!Email me → sam@brickeninvestmentgroup.com 

Just like everything else, the lending environment constantly changes. In today's episode, we're going to dive into them! Julie Anne Peterson has 30 years of transactional real estate. She brings experience in all facets of the capital stack and has the understanding on what it takes to get deals done. Working for Old Capital Lending, a mortgage broker that closes over $1 billion yearly is an amazing fit for Julie's talents. She's located in San Diego, works nationwide on transactions outside of the great city of California, has been married for 25 years, has four kids, and loves to play with her dog, Walter. [00:01 - 04:07] Opening SegmentLet's get to know today's guest, Julie Anne PetersonJulie Anne briefly shares how she got into lending and transactional real estateHitting the jackpot at 22Growing her business and working with young investors[04:08 - 11:53] Today's Lending EnvironmentHow COVID took down everything and how Julie Anne pushed throughThe Gold Standard of the Syndication ModelIt is A Crazy Business: Creating great deals in bridge lendingJulie Anne talks about the next 2 to 3 years of the lending environmentGetting into a deal and capitalizing legally[11:54 - 25:28] Going All In in Real Estate InvestingHow to Grow Your Commercial Real Estate HoldingsWhy you should not go cheap in investingLooking for the best people for the best dealsWhat You Should Know About Agency DebtWhy The Time is Now [25:29 - 29:38] Final Four SegmentTweetable Quotes“It's all good and bad. You've got to stay in the game.” - Julie Anne Peterson“I think there's a lot of opportunities for people on the sidelines that are trying to be creative to get into a deal.” - Julie Anne Peterson“Time kills all deals.” - Julie Anne Peterson-----------------------------------------------------------------------------Connect with Julie Anne Peterson through jpeterson@oldcapitallending.com, 972-833-2774, and LinkedIn. Check out Zoom at 8pm EST, Old Capital Podcast, and www.oldcapitallending.com.Connect with me:I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns. FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in!Email me → sam@brickeninvestmentgroup.com

Hans is a Principal of Box Wilson Equity and a Senior Director at Old Capital Lending, a provider of commercial capital solutions in the Texas market (over $1B in originations last year). Old Capital specializes in 1st lien multifamily lending (but also lends on other commercial real estate). They utilize FNMA, Freddie, HUD, banks, credit unions, bridge lenders, and “soft” and “hard money” on occasion. Old Capital specializes in TX, but lends nationally as well. Their niche is education and assisting clients through the entire transaction. Most brokers/lenders don't invest in commercial real estate and even less sponsor or syndicate their own deals. However, Hans is a sponsor as well and has created 13 private equity funds with his business partner (together, Box Wilson Equity; ~$35MM+ in equity combined). They have bought or invested in multifamily, self storage, mobile home parks and distressed debt.  Hans has been directly involved in the acquisition, investment and management of over $350MM in multifamily and self-storage assets and has asset managed ~3,700 MF units and has invested in or had equity in ~4,300 MF units and ~2,000 units of self storage.

Our guest today is Julie Anne Peterson, the Senior Director of Old Capital Lending, one of the biggest multifamily lenders in the country. In this episode, we discuss the 4 steps you need to do as an investor to get the best experience with your commercial lender. Julie walks us through the process of creating your business plan, knowing your market, building your team, and finding the deals. If you're trying to move into the commercial real estate space, or you've done a few deals but want to scale up, this episode is for you! Learn more about Julie Anne and her journey at reiclarity.com! “As a lender, we are your number one teammates, because we're bringing 75 to 80% of the money to get this transaction done.”   04:56 Julie is the Senior Director of Old Capital Lending and they do over a billion dollars in commercial real estate loans each year. As lenders, Julie's team is bringing 75-80% of the money into the deal.   According to Julie, a common mistake that many new investors make is that they are not doing the front-end work, and only think about the deal from their own perspective. “Net worth, liquidity, and experience are what you'd like to have in a sponsor.“   14:25 There are 4 key steps you should do to succeed in building a good relationship with a commercial lender. Julie explains them in detail.   Have a solid business plan.Figure out what your investors would be interested in. The best way to truly understand what your business plan should be is to ask the market, which is your investors, banks, and people in your industry. Know your market very well.Instead of trying to be present in multiple markets, focus on a specific market, and become an expert in it. Always investigate what is the population growth, job growth, and crime statistics. According to Julie, there are 2 main things that will have the biggest impact on the underwriting - insurance, and taxes. Build your team.Focus on building a good connection with not only your lender, but your underwriter, capital raiser, property manager, and operator. When you vet your GP, look for net worth, liquidity, and experience. Keep your team small and tight. Find the deal.Figure out if the property fits in the business plan, the market, your investors' expectations, and if you can execute the deal. Share your underwriting with your team, to see their perspective on it as well.   After you went through these 4 crucial steps you should be able to succeed with your commercial lender. Julie explains how to get the best lending possible. Find a stabilized deal, that is 90% occupied for 90 days. If you don't have that occupancy, you can still get a bridge loan.   “It all really starts with education. Educate yourself, spend time doing the stuff upfront for the success on the back end.”   48:33 At the end of the episode, Julie picks an action step from the REI Clarity Framework that is the most valuable for her. This is the “Build Your Team”.   Building a great team is critical for every real estate investor's success. Educating yourself is very important because the more you know about the industry, the better team you build. Mentioned in the show: ZOOM at 8 https://oldcapitallending.com/ Her LinkedIn jpeterson@oldcapitallending.com www.shineinsurance.com/reiclarity The REI Clarity Framework Learn how to grow your portfolio and reach incredible success the right way! Visit us here for everything you need to know: www.shineinsurance.com/reiclarity.    Special thanks to Julie Anne Peterson for taking the time to share so many great insights with us   If you enjoyed this podcast, there's a couple of things we need you to do right now:    SUBSCRIBE to REI Clarity on Apple Podcast, Spotify, or wherever you listen to podcasts    While your there, please RATE & REVIEW the show    SHARE with friends   Finally, please, JOIN the REI Clarity Facebook Group Then, please share the show with whoever you think it will inspire. Until the next time, We truly appreciate you listening. Need the REI Insurance Guy? More great stories & information at: Youtube – Blog – Podcast

The Real Estate CPA podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax dvice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Always consult your own tax, legal, and accounting advisors before engaging in any transaction. -- Brandon and Thomas are joined by JC Castillo of Velo Residential and Paul Peebles of Old Capital Lending. We discuss the current state of the multifamily market, the lending environment, and why operational excellence will be key to success for multifamily owners and operators over the next 10 years. Learn more about JC and his work: https://www.veloresidential.com/ Learn more about Paul and his work: https://oldcapitallending.com/  Make sure you check out the Operate for Profit Podcast and the Old Capital Podcast to hear more from JC and Paul! To grab the recordings from the 2021 Tax and Legal Summit visit: https://recordings.taxandlegalsummit.com/ today! Join our Facebook group, the one-stop shop for real estate investors to learn about tax strategy and stay up to date on changing tax laws: www.facebook.com/groups/taxsmartinvestors For a free consultation from The Real Estate CPA visit www.therealestatecpa.com/become-client Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Like us on Facebook www.facebook.com/realestatecpa

Welcome to Achieve Wealth Through Value Add Real Estate Investing Podcast with James Kandasamy.   In this episode we're joined by James Eng, Senior Director at Old Capital Lending, to discuss multifamily and commercial loan products, lender requirements, and more!   James combines his finance, risk, and investor background to find the best loan for clients and to be an indispensable advisor throughout the lifecycle of a deal. Often called “The Professor” of Multifamily Financing.   As always, if you have enjoyed the show, please subscribe to the show and share it with your friends. There will be more exciting conversations on the show to come. Never forget to like and subscribe and press the bell icon for more useful videos.   ----------------------------------------------------------------------------------------------------------------- Get your copy of James #1 International Best Selling book – Passive Investing in Commercial Real Estate – https://amzn.to/2Ng35KE   -----------------------------------------------------------------------------------------------------------------   ☑️ Check out James Kandasamy at  

In part 1 of this episode, you've learned how Old Capital Lending helps investors in financing their real estate business. To reach your goals, you must understand the financing that works best for your business strategies. In this part 2 episode, Julie Anne Peterson talk about different types of financing for multifamily deals. Julie will also discuss how this financing or lending works, and some of the things that you must consider to qualify.What You'll Learn From This Episode:Three Different Types of Lending Vehicles for Larger Assets like MultifamilyHow Bank Financing or Recourse Lending Works and its QualificationsUnderstanding the Difference Between Recourse and Non-Recourse LoansBank Financing vs Agency FinancingWhat is Covid Requirement for ReservesThree Requirements to Qualify for an Agency DebtWhy Experience is Highly Important Now and Became an Issue for Investors to Get into Agency DebtImportance of Building a Strong Team to Establish a Connection with the Property Seller Benefits of Agency Financing vs Bank FinancingWhat is Bridge Financing or Lending, its Qualifications, and its Pros and ConsWhat is Debt-Service Coverage Ratio (DSCR)Converting Bridge Financing to Agency FinancingAdvantages and Disadvantages of Yield Maintenance Importance of Choosing the Right Financing that Works for Your Strategy or Business PlansGuest Bio:Julie Anne Peterson is a Commercial Loan Office from Old Capital Lending Company, a premier provider of commercial Capital solutions and advisory services for commercial real estate investors. With 30 years of real estate transaction experience, Julie Peterson does not just source funds; she consults with her clients to help solve their immediate needs. She works with all types of income producing real estate and at all levels of the “capital stack”. Julie’s clients are real estate entrepreneurs who are dependent upon the many relationships they establish, and the relationship with their capital provider is no different.Phone: 972-833-2774 (Office) Commercial Loan OfficerEmail: jpeterson@oldcapitallending.comWebsite: https://oldcapitallending.com/Facebook: https://www.facebook.com/JPetersonOldCapitallendingZoom@8 Meeting Registration:https://us02web.zoom.us/meeting/register/tZIsde6rqTMqGN1yqVNvElpoCRqMF7yGV7H6To Connect With Us:Please visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!Sponsor:Thinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit https://mypodcast.website/ and Schedule a call with Adam A. Adams

Communication is key. We've all heard it before, but we will hear it a thousand times over. If you're in the real estate business, you're in the people business. Whether you're dealing with lenders, sponsors, operators, tenants, or potential buyers, expect the unexpected! Our guest today is Clay Allen, who is the Senior Director at Old Capital Lending and has over 20 years of experience providing debt, equity, and asset management for multifamily owners and operators. Based in the Old Capital's Atlanta office, Clay is focused on helping investors across the southeast to obtain appropriate financing for their multifamily acquisitions.

On the eleventh episode of The Multifamily Investing Show, Michael sits down with James Eng, National Director at Old Capital Lending. James is a seasoned Multifamily Loan Broker with extensive experience with a broad array of Lending Products. James discusses how new investors get their first deal done. He outlines all the items one needs to provide to obtain a loan on an apartment building and how the apartment deals get put together in the real world.James also goes over how he works with investors who are new to Texas from out of state. He explains how he can help "level the playing field" for someone who is out of state. Whether you are an experienced apartment owner or looking to get your first deal done, viewers will learn a ton actionable of tips and tricks from James. Old Capital Lending does over $1Billion a year in apartment loans. So tune in and learn from the best of the best.

It can be easy to invest in real estate but what makes it difficult is to shift from single-family to multifamily due to a lot of things that need to be considered. One of these things is finding a sponsor or company to support in funding your deals. Good thing that there's a lot of ways to access money and one of them is Lending or Financing Companies, which play a significant role especially for someone who's starting in Multifamily real estate. In today's episode, Julie Anne Peterson introduces Old Capital Lending, and how they help people in financing your real estate business. She'll also guide you throughout the process and the things that you should learn before obtaining a loan from a Lending company.What You'll Learn From This Episode:Julie Anne's Background and the Start of Her Real Estate Journey from Single-family to Multifamily How Julie Anne and Her Team Successfully Expanded Old Capital Lending What They Do Differently Than Most of the Mortgage BrokersThe 4-Step Funnel in Getting the Right Deals Major Changes in Financing or Lending Process During CovidRequirements and Processes to Obtain a Loan from Old Capital LendingImportance of Having a Business Plans and StrategiesHow Bridge Lending WorksStatus of Interest Rate on Multifamily in 2021 and Developments in Real Estate in the Next Two YearsImportance of Educating Yourself to Accelerate Faster Inorder to Succeed in Real EstatePower of Social Media to Encourage More and Build a Relationship with InvestorsBenefits of Participating in Zoom@8 for NetworkingGuest Bio:Julie Anne Peterson is a Commercial Loan Office from Old Capital Lending Company, a premier provider of commercial Capital solutions and advisory services for commercial real estate investors. With 30 years of real estate transaction experience, Julie Peterson does not just source funds; she consults with her clients to help solve their immediate needs. She works with all types of income producing real estate and at all levels of the “capital stack”. Julie’s clients are real estate entrepreneurs who are dependent upon the many relationships they establish, and the relationship with their capital provider is no different. Phone: 972-833-2774 (Office) Commercial Loan OfficerEmail: jpeterson@oldcapitallending.comWebsite: https://oldcapitallending.com/ Facebook: https://www.facebook.com/JPetersonOldCapitallendingTo Connect With Us:Please visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!Sponsor:Thinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit https://mypodcast.website/ and Schedule a call with Adam A. Adams

Julie of Old Capital Lending gets interrogated by me about what syndicators want to know about lending and how it works within multifamily syndication. However, she does way more than educate. She hooks people up with capital partners. oldcapitallending.com and Julie's Cell: (972) 833-2774

Risk mitigation is an incredibly important part of any deal. While passive investors may not have direct control of this, they need to understand how operators analyze their deals to prepare for any potential negative outcomes. This is why passive investors must know how to vet syndicators, and today's guest, Hans Box, Senior Direct at Old Capital Lending and Principal at Box Wilson Equity, joins us to share insights on how to see if the operator is right for you. In this episode, we hear Hans's story about leaving his W-2 to go into full-time real estate, the first deal (that nearly wiped him out completely), and how he met his current partner.

Today on Investing for Freedom, Mike Ayala is joined by his good friend and business partner Hans Box to discuss some of the tactical aspects of investing. Hans Box is a CPA and Senior Director at Old Capital Lending as well as the Co-Founder and Partner at Box Wilson Equity. He has done deals over a number of properties such as multi-family, self-storage, and mobile home parks while raising over 30M in equity. During this episode, Hans Box discusses some of his key advice on being successful and the many deals and syndications that he has worked throughout his career. Mike and Hans Box discuss chasing your dreams and striving for greatness. They also share the benefits of investing in passive income and how you can learn to spot a deal!

No one knows exactly what will happen in the multifamily real estate market as the Coronavirus pandemic continues to unfold. But the heavy-hitters who have been in the game for a long time can predict, with relative certainty, which markets will thrive, when we’ll see new deal flow, and what the capital markets will look like over the next 12 months. Michael Becker is a Principal at SPI Advisory and Senior Director of Mortgage Origination at Old Capital Lending. A 15-year veteran of commercial real estate banking, Michael has originated and managed portfolios in all the major asset classes. In the six years since he started investing in multifamily, Michael has acquired 10K units and currently manages a portfolio of 6K doors. He also serves as the Cohost of the Old Capital Podcast. On this episode of Apartment Building Investing, Michael joins me to discuss the post-COVID new normal in multifamily real estate. He explains how the pandemic is impacting his business and offers insight around what the recovery might look like—and what that means for us as multifamily investors. Listen in for Michael’s predictions on multifamily capital markets and deal flow in the next twelve months and learn what you can do to be ready when the market turns! Key Takeaways How Michael’s career has evolved over the last several years From 1K to 10K units in Dallas-Fort Worth and Austin Start in workforce housing then sold old, bought new How Michael was able to scale so quickly Access to capital (JV with HNWI, shift to syndication) Leverage technology for efficiency in raising equity The biggest challenges Michael faced as he built SPI Advisory Raise money + find deals while managing portfolio Stay organized as scale (e.g.: send 1,200 K-1 forms) Why Michael’s uses a third-party property management team Geographically concentrated in certain area No interest in accounting, HR or construction How the pandemic is impacting Michael’s business 5% delinquency on rents (4X normal rate) Leasing only down by 15% Michael’s predictions around the post-COVID recovery Multifamily product used more than ever Rent softening (how much depends on market) Supply will constrict, new construction unlikely Increase rental pool as people lose homes Accelerating economic migration to Sun Belt Michael’s predictions around post-COVID multifamily deal flow Few deals in Q3, trickle in Q4 Steady stream of distressed deals starting in 2021 What the capital markets will look like for the next 12 months No hard money, financial contingencies available Challenging to get Fannie/Freddie loans No bridge loans, personal guarantees required What work Michael is doing on the acquisitions side right now Active participant but don’t expect to buy until Q4 Aware of real-time data, ready when market turns Where Michael sees his company going in the next five years 10K units, continue transition to newer assets Team runs day-to-day so Michael can travel Connect with Michael Becker Old Capital Real Estate Investing Podcast SPI Advisory Resources Join Michael’s Mentoring Program Register for Deal Maker Live Join the Nighthawk Equity Investor Club Michael Becker on ABI EP064 The Real Estate Guys Summit at Sea Ken McElroy Podcast Show Notes Michael’s Website Michael on Facebook Michael on Instagram Michael on YouTube Apartment Investor Network Facebook Group

This week we're thrilled to have the opportunity to chat with Julie Peterson, a San Diego-based commercial lender with Old Capital Lending. Julie talks about the struggles of being a self-managing landlord and how her experience fueled her desire to enter the commercial lending space, with a particular focus on giving inexperienced investors the tools and resources needed to take down their first multi-family deals.

"Mr. Box is a Principal of Box Wilson Equity and a former Senior Director at Old Capital Lending, a top provider of commercial capital solutions in the Texas market. Mr. Box’s background is in the accounting, business strategy consulting and real estate industries. He has been directly involved in the acquisition, investment and management of over $290MM in multifamily and self storage assets since 2008. Prior to joining Old Capital, he spent 5 years with a DFW-based multifamily owner-operator, where he oversaw all acquisitions and asset managed ~3,000 units. Mr. Box is a Certified Public Accountant licensed in the state of Texas. In the episode, Mr Box shares various considerations of evaluating deals, sponsors and markets for multifamily investments."

Nick Fluellen, with Marcus & Millichap and Paul Peebles with Old Capital Lending, lead a discussion with some of the experts in apartment investing during these Covid-19 times. John Chang, national director of Research Services with Marcus & Millichap discussed the big picture with the economy and multifamily investing. John Sebree, heads up the National Multifamily Sales Group for Marcus & Millichap. He overseas hundreds of apartment brokers with Marcus & Millichap. He discussed; Is it a ‘buyers or a sellers’ market? Michael Becker, with SPI Advisory, who has purchased over 10,000 apartment units, spoke about today’s challenges with asset management and rental collections during Covid-19. James Eng, with Old Capital Lending, discussed how Fannie and Freddie have changed some of their underwriting guidelines and what you should know. 1400 investors registered for this conference call to listen to these thought leaders. Please leave us a 5 STAR RATING on iTunes; if you enjoyed this podcast. Are you interested in learning more about how Multifamily Syndications work? Please visit www.spiadvisory.com to learn more about Michael Becker’s Real Estate Syndication business with SPI Advisory LLC.

Ever considered selling your apartment property to a developer?Older apartment properties in rapidly transitioning infill locations can be prime targets for a development play.In today’s episode we talk with Will Jarnagin and Michael Ware of Berkadia Real Estate Advisors in Dallas about when it makes sense and how to sell your property to a developer. Will and Michael are Senior Directors and Berkadia who have transacted over $3.5 Billion of Multifamily investment sales, comprising over 50,000 units.Watch this episode to learn* What types of apartment properties are ideal targets for developers* How a developer values a target property versus a traditional apartment operator* What's different about a purchase agreement with a developer* Key things to watch out for when selling to a developerGet Smart and Invest Smarter with the Apartment Investor Show where JC Castillo and Paul Peebles interview top industry experts and discuss current market trends, investment strategies and fundamental concepts to help you make smart multifamily real estate investments. Visit our website at: http://apartmentinvestorshow.com/JC Castillo has spent the last 13 years helping investors profitably navigate the ups & downs of a full market real estate cycle. In 2006 he founded Multifamily Property Group, a vertically integrated private equity firm focused on large scale value-add apartment properties in select US markets. Learn more about Multifamily Property Group at: https://www.multifamgroup.com/Paul Peebles has been arranging real estate financing for borrowers and institutional clients since 1987. Mr. Peebles is the National Underwriter at Old Capital, underwriting and structuring all transactions handled by the company. Learn more about Old Capital at: http://www.oldcapitallending.com/Guest Info:Will Jarnaginhttps://www.berkadia.com/people-and-locations/people/william-jarnagin-2Michael Warehttps://www.berkadia.com/people-and-locations/people/michael-ware

Rising rents without wage growth is bad news for landlords. One major metro is bucking the trend and staying affordable.This week we talk with Paul Hendershot, Director of Market Analytics for Costar, about how Dallas Fort Worth continues to be a very affordable place for renters and why that’s good for investors. CoStar is a recognized leader in market data for the apartment industry and Paul specializes in covering the DFW Metro.Watch this episode to learn:* What are the economic drivers making DFW so dynamic* Why major corporate relocations are a big part of the story* How supply and demand have impacted rental growth* Why older apartment stock plays a key role in affordabilityGet Smart and Invest Smarter with the Apartment Investor Show where JC Castillo and Paul Peebles interview top industry experts and discuss current market trends, investment strategies and fundamental concepts to help you make smart multifamily real estate investments.JC Castillo has spent the last 13 years helping investors profitably navigate the ups & downs of a full market real estate cycle. In 2006 he founded Multifamily Property Group, a vertically integrated private equity firm focused on large scale value-add apartment properties in select US markets. Learn more about Multifamily Property Group at: https://www.multifamgroup.com/Paul Peebles has been arranging real estate financing for borrowers and institutional clients since 1987. Mr. Peebles is the National Underwriter at Old Capital, underwriting and structuring all transactions handled by the company. Learn more about Old Capital at: http://www.oldcapitallending.com/Guest Info:Get more information on CoStar data analytics solutions:https://www.costar.com/

In order to maintain a bulletproof track record with your multifamily lender, you've got to learn how to think like one.Today we talk with Michael Becker of SPI Advisory on some costly mistakes to avoid when financing your property. Michael is an expert on multifamily lending, having originated and serviced billions in loans for a large national bank prior to starting his own syndication company.Watch this episode to learn:Who are the key decision makers for loan approvalImportant items you must provide on a loan checklistCritical covenants and reporting requirements during the servicing periodBad boy triggers that can cause loan default or maturity accelerationGet Smart and Invest Smarter with the Apartment Investor Show where JC Castillo and Paul Peebles interview top industry experts and discuss current market trends, investment strategies and fundamental concepts to help you make smart multifamily real estate investments.JC Castillo has spent the last 13 years helping investors profitably navigate the ups & downs of a full market real estate cycle. In 2006 he founded Multifamily Property Group, a vertically integrated private equity firm focused on large scale value-add apartment properties in select US markets. Learn more about Multifamily Property Group at: https://www.multifamgroup.com/Paul Peebles has been arranging real estate financing for borrowers and institutional clients since 1987. Mr. Peebles is the National Underwriter at Old Capital, underwriting and structuring all transactions handled by the company. Learn more about Old Capital at: http://www.oldcapitallending.com/

Hiring the right management company for your apartment property is make or break to executing your business plan.This week we talk with Ryan Wehner, Founder and Owner of Wehner Multifamily about the most important steps you need to take in choosing the right operations partner. Specializing in B & C class properties with over 26K units under management, Wehner Multifamily is one of the largest property management companies in the nation.Watch this episode to learn* What questions should you ask a prospective management partner* Key steps you must take when checking customer references* Why the ability to scale quickly is more important than sheer size* The only two reasons you should fire a management company* Best practices for interfacing with the management company staffGet Smart and Invest Smarter with the Apartment Investor Show where JC Castillo and Paul Peebles interview top industry experts and discuss current market trends, investment strategies and fundamental concepts to help you make smart multifamily real estate investments.JC Castillo has spent the last 13 years helping investors profitably navigate the ups & downs of a full market real estate cycle. In 2006 he founded Multifamily Property Group, a vertically integrated private equity firm focused on large scale value-add apartment properties in select US markets. Learn more about Multifamily Property Group at: https://www.multifamgroup.com/Paul Peebles has been arranging real estate financing for borrowers and institutional clients since 1987. Mr. Peebles is the National Underwriter at Old Capital, underwriting and structuring all transactions handled by the company. Learn more about Old Capital at: http://www.oldcapitallending.com/Guest InfoGet more information on Wehner Multifamily:http://www.wehnermultifamily.com/

Housing affordability has reached crisis levels across the nation. Are you prepared for the potential impacts to your rental real estate?With limited supply and rising rents, we are seeing a growing trend of state and local governments enacting legislation to limit the cost of housing. It’s starting in the most progressive states and spreading from there.This week we talk with Nat Kunes, Senior Vice President of AppFolio Investment Management, about rent control and other market trends to look out for in 2020. Nat is a recognized leader in the property management and real estate investment industry and is a contributor on the Forbes Real Estate Council. His team at AppFolio provides software solutions to investment management companies.Watch this episode to learn:* What impacts government legislation will have on real estate owners* Which states are already implementing rent control and where it’s likely to happen next* How this legislation will affect investment strategies* What investors can do to come out ahead Get Smart and Invest Smarter with the Apartment Investor Show where JC Castillo and Paul Peebles interview top industry experts and discuss current market trends, investment strategies and fundamental concepts to help you make smart multifamily real estate investments. JC Castillo has spent the last 13 years helping investors profitably navigate the ups & downs of a full market real estate cycle. In 2006 he founded Multifamily Property Group, a vertically integrated private equity firm focused on large scale value-add apartment properties in select US markets. Learn more about Multifamily Property Group at: https://www.multifamgroup.com/ Paul Peebles has been arranging real estate financing for borrowers and institutional clients since 1987. Mr. Peebles is the National Underwriter at Old Capital, underwriting and structuring all transactions handled by the company. Learn more about Old Capital at: http://www.oldcapitallending.com/Guest Info:Get more information on AppFolio Investment Management software solutions:https://www.appfolioinvestmentmanagement.com/

If you’re in a partnership that is selling a property and not all the partners want to 1031 Exchange, what can you do?Last week we talked with Yonah Weiss about how to eliminate your taxes when you buy a property. Visit our YouTube Channel at Apartment Investor Show to replay the episode.This week we talk with Craig Brown about how you can 1031 Exchange to defer your taxes when selling a property even when your partners want to cash out. Craig is the Senior Vice President of Investment Property Exchange Services (IPX1031) and has personally managed the facilitation of over 20,000 qualified exchanges throughout the nation.Watch this episode to learn:* Who can take advantage of a 1031 Exchange* What types of properties can be Exchanged* Three ways to Exchange in a partnership when not all partners want to Get Smart and Invest Smarter with the Apartment Investor Show where JC Castillo and Paul Peebles interview top industry experts and discuss current market trends, investment strategies and fundamental concepts to help you make smart multifamily real estate investments. JC Castillo has spent the last 13 years helping investors profitably navigate the ups & downs of a full market real estate cycle. In 2006 he founded Multifamily Property Group, a vertically integrated private equity firm focused on large scale value-add apartment properties in select US markets. Learn more about Multifamily Property Group at: https://www.multifamgroup.com/ Paul Peebles has been arranging real estate financing for borrowers and institutional clients since 1987. Mr. Peebles is the National Underwriter at Old Capital, underwriting and structuring all transactions handled by the company. Learn more about Old Capital at: http://www.oldcapitallending.com/Guest Info:If you would like more information on 1031 Exchange options, you can reach out to Craig Brown at Craig.Brown@ipx1031.com

If you like saving taxes and you invest in real estate, here's the one game changing update you need to know about.The 2018 Tax Cuts and Jobs Act (TCJA) has significantly improved the way you can leverage depreciation on your rental real estate if you know how to do it properly.Today we talk with Brandon Hall, owner of The Real Estate CPA firm about how to use 'bonus depreciation' to eliminate your taxes. Brandon is an expert on real estate tax code and his firm exclusively services accredited real estate investors, syndicates, and private equity firms in the real estate niche.Watch this episode to learn:* What is bonus depreciation?* How you can claim losses from bonus depreciation* Using bonus depreciation as an alternative to a 1031 exchangeGet Smart and Invest Smarter with the Apartment Investor Show where JC Castillo and Paul Peebles interview top industry experts and discuss current market trends, investment strategies and fundamental concepts to help you make smart multifamily real estate investments.JC Castillo has spent the last 13 years helping investors profitably navigate the ups & downs of a full market real estate cycle. In 2006 he founded Multifamily Property Group, a vertically integrated private equity firm focused on large scale value-add apartment properties in select US markets. Learn more about Multifamily Property Group at: https://www.multifamgroup.com/Paul Peebles has been arranging real estate financing for borrowers and institutional clients since 1987. Mr. Peebles is the National Underwriter at Old Capital, underwriting and structuring all transactions handled by the company. Learn more about Old Capital at: http://www.oldcapitallending.com/

If you like putting tax free money in your pocket, this is the ONE thing you must have in your rental real estate tool kit.Last week we talked with Brandon Hall about how to eliminate your taxes using Bonus Depreciation. You can visit our YouTube Channel @ Apartment Investor Show to replay the episode.This week we talk with Yonah Weiss about how to unlock the benefits of Bonus Depreciation by performing a Cost Segregation Study. Yonah is a powerhouse with property owners' tax savings. As Business Director at Madison SPECS, a national Cost Segregation leader, he has assisted clients in saving tens of millions of dollars on taxes through cost segregation.Watch this episode to learn:* What exactly is cost segregation?* Which types of properties can benefit from this?* What is 100% bonus depreciation? Is that different than cost seg?* What is ‘real estate professional’ status and why is it so important? Get Smart and Invest Smarter with the Apartment Investor Show where JC Castillo and Paul Peebles interview top industry experts and discuss current market trends, investment strategies and fundamental concepts to help you make smart multifamily real estate investments. JC Castillo has spent the last 13 years helping investors profitably navigate the ups & downs of a full market real estate cycle. In 2006 he founded Multifamily Property Group, a vertically integrated private equity firm focused on large scale value-add apartment properties in select US markets. Learn more about Multifamily Property Group at: https://www.multifamgroup.com/ Paul Peebles has been arranging real estate financing for borrowers and institutional clients since 1987. Mr. Peebles is the National Underwriter at Old Capital, underwriting and structuring all transactions handled by the company. Learn more about Old Capital at: http://www.oldcapitallending.com/Guest Info:If you would like a free estimate to see if your property qualifies for a cost segregation study, reach out to Yonah at yweiss@madisonspecs.com

5, 4, 3, 2, 1...want to know where the nation's best apartment investment markets are located?We analyzed the numbers from (3) of the top multifamily data analytics companies in the world - Yardi Matrix, RealPage and CoStar - to come up with our Top (5) Apartment Market Countdown.Watch this video to find out which markets made the cut.Get Smart and Invest Smarter with the Apartment Investor Show where JC Castillo and Paul Peebles interview top industry experts and discuss current market trends, investment strategies and fundamental concepts to help you make smart multifamily real estate investments.JC Castillo is an ex-techie turned real estate investor who’s profitably navigated through a full market cycle. In 2006 he founded Multifamily Property Group, a vertically integrated private equity firm focused on large scale value-add apartment properties in select US markets. Learn more about Multifamily Property Group at: www.multifamilypropertygroup.comPaul Peebles has been arranging real estate financing for borrowers and institutional clients since 1987. Mr. Peebles is the National Underwriter at Old Capital, underwriting and structuring all transactions handled by the company. Learn more about Old Capital at: www.oldcapitallending.com

Are you raising money the right way in a syndication?The rise of the 'money raiser' has officially become an epidemic and many people are unknowingly violating important regulations related to properly raising private equity for a syndication. The consequences could be disastrous for everyone involved, including restitution, heavy fines or even jail time.Today we talk with Mauricio Rauld, Founder and CEO of Premier Law Group and a licensed attorney specializing in securities law about the top 5 things you must remember when raising money for a syndication. This is a must watch episode if you don't like jail.Get Smart and Invest Smarter with the Apartment Investor Show where JC Castillo and Paul Peebles interview top industry experts and discuss current market trends, investment strategies and fundamental concepts to help you make smart multifamily real estate investments.JC Castillo has spent the last 13 years helping investors profitably navigate the ups & downs of a full market real estate cycle. In 2006 he founded Multifamily Property Group, a vertically integrated private equity firm focused on large scale value-add apartment properties in select US markets. Learn more about Multifamily Property Group at: https://www.multifamgroup.com/Paul Peebles has been arranging real estate financing for borrowers and institutional clients since 1987. Mr. Peebles is the National Underwriter at Old Capital, underwriting and structuring all transactions handled by the company. Learn more about Old Capital at: http://www.oldcapitallending.com/

Is your multifamily portfolio prepared for a hiccup in the economy?No one can predict if or when a possible downturn might hit, but there are some fundamental moves you should consider doing now to hedge your bets.Watch this episode to learn (4) simple strategies to protect your hard earned money from being exposed to a bad apartment investment at this point in the economic cycle.Get Smart and Invest Smarter with the Apartment Investor Show where JC Castillo and Paul Peebles interview top industry experts and discuss current market trends, investment strategies and fundamental concepts to help you make smart multifamily real estate investments.JC Castillo has spent the last 13 years helping investors profitably navigate the ups & downs of a full market real estate cycle. In 2006 he founded Multifamily Property Group, a vertically integrated private equity firm focused on large scale value-add apartment properties in select US markets. Learn more about Multifamily Property Group at: https://www.multifamgroup.com/Paul Peebles has been arranging real estate financing for borrowers and institutional clients since 1987. Mr. Peebles is the National Underwriter at Old Capital, underwriting and structuring all transactions handled by the company. Learn more about Old Capital at: http://www.oldcapitallending.com/

Working hard to find your next multifamily acquisition but coming up short?Learn how to make your broker's life easy during the offer andpurchase process and the deals will start finding you.In today's episode, Chris Deuillet of CBRE gives us (5) useful tips onhow to get more looks and buy more apartment deals from a multifamilybroker.Get Smart and Invest Smarter with the Apartment Investor Show where JCCastillo and Paul Peebles interview top industry experts and discusscurrent market trends, investment strategies and fundamental conceptsto help you make smart multifamily real estate investments.JC Castillo has spent the last 13 years helping investors profitablynavigate the ups & downs of a full market real estate cycle. In 2006he founded Multifamily Property Group, a vertically integrated privateequity firm focused on large scale value-add apartment properties inselect US markets. Learn more about Multifamily Property Group at:https://www.multifamgroup.com/Paul Peebles has been arranging real estate financing for borrowersand institutional clients since 1987. Mr. Peebles is the NationalUnderwriter at Old Capital, underwriting and structuring alltransactions handled by the company. Learn more about Old Capital at: http://www.oldcapitallending.com/

Want to know where the smart money is going in multifamily?RealPage Chief Economist Greg Willett is one of the most quoted Apartment Economists in the nation and apartment bankers, developers and investors all listen when he talks.We interviewed Greg to discuss the state of todays apartment market. Are we headed into a ‘recession?’ What should an apartment investor do in a slowing job growth economy? What areas of the country have seen the greatest rent growth? He also breaks down several regional areas with lower job growth and occupancy concerns. Finally, Greg discusses the challenges that new rent control laws in New York will have on stabilized apartments and the investors that own them.Get Smart and Invest Smarter with the Apartment Investor Show where JC Castillo and Paul Peebles interview top industry experts and discuss current market trends, investment strategies and fundamental concepts to help you make smart multifamily real estate investments.JC Castillo has spent the last 13 years helping investors profitably navigate the ups & downs of a full market real estate cycle. In 2006 he founded Multifamily Property Group, a vertically integrated private equity firm focused on large scale value-add apartment properties in select US markets. Learn more about Multifamily Property Group at: https://www.multifamgroup.com/Paul Peebles has been arranging real estate financing for borrowers and institutional clients since 1987. Mr. Peebles is the National Underwriter at Old Capital, underwriting and structuring all transactions handled by the company. Learn more about Old Capital at: http://www.oldcapitallending.com/

Strong liquidity in the capital lending market is essential to a healthy real estate industry.After a rocky past 90 days, FHFA made a huge announcement on Sep 13 that will impact nearly 50% of all US multifamily loans moving forward.Watch this episode to learn more about the $200B update for Fannie Mae and Freddie Mac and what it means for your next apartment project. We'll also cover the unknowns and risk points that still remain.Joining the show today is Fritz Waldvogel, Vice President of Dougherty Mortgage, one of only twenty-five Fannie Mae licensed DUS lenders in the nation.Get Smart and Invest Smarter with the Apartment Investor Show where JC Castillo and Paul Peebles interview top industry experts and discuss current market trends, investment strategies and fundamental concepts to help you make smart multifamily real estate investments.JC Castillo has spent the last 13 years helping investors profitably navigate the ups & downs of a full market real estate cycle. In 2006 he founded Multifamily Property Group, a vertically integrated private equity firm focused on large scale value-add apartment properties in select US markets. Learn more about Multifamily Property Group at: https://www.multifamgroup.com/Paul Peebles has been arranging real estate financing for borrowers and institutional clients since 1987. Mr. Peebles is the National Underwriter at Old Capital, underwriting and structuring all transactions handled by the company. Learn more about Old Capital at: http://www.oldcapitallending.com/

Dallas Fort Worth and Atlanta are two of the hottest apartment markets in the nation.With regular appearances on many 'top 10' lists for job growth, population growth and renter affordability, both of these metros should be on your investment radar. But what if you could only choose one? Which market should you pick?Today we talk with David Kahn, Managing Analyst for Costar Market Analytics in a segment we call - Battle of the Major Metros: Dallas Fort Worth versus Atlanta. Who's on top on who's not. In this episode, David provides his expert analysis on both markets and we (finally) twist his arm to find out who the winner is.Get Smart and Invest Smarter with the Apartment Investor Show where JC Castillo and Paul Peebles interview top industry experts and discuss current market trends, investment strategies and fundamental concepts to help you make smart multifamily real estate investments.JC Castillo has spent the last 13 years helping investors profitably navigate the ups & downs of a full market real estate cycle. In 2006 he founded Multifamily Property Group, a vertically integrated private equity firm focused on large scale value-add apartment properties in select US markets. Learn more about Multifamily Property Group at: https://www.multifamgroup.com/Paul Peebles has been arranging real estate financing for borrowers and institutional clients since 1987. Mr. Peebles is the National Underwriter at Old Capital, underwriting and structuring all transactions handled by the company. Learn more about Old Capital at: http://www.oldcapitallending.com/

Ever thought about using your qualified retirement funds to invest in real estate?Traditional retirement plans like your company sponsored 401k, ROTH and SEP IRAs limit your investment options to stocks and bonds. But there is another option.In today's episode, we talk with Chris Orr of PENSCO Trust Company about how you can use a Self-Directed IRA to buy multifamily real estate with your retirement funds.Watch this video to learn:* How Self-Directed IRAs are different from traditional plans* Common mistakes to avoid violating IRS rules & regulations* How to structure a transaction using a Self-Directed IRA* UBIT - What is it and how it factors into the investmentGet Smart and Invest Smarter with the Apartment Investor Show where JC Castillo and Paul Peebles interview top industry experts and discuss current market trends, investment strategies and fundamental concepts to help you make smart multifamily real estate investments.JC Castillo is an ex-techie turned real estate investor who’s profitably navigated through a full market cycle. In 2006 he founded Multifamily Property Group, a vertically integrated private equity firm focused on large scale value-add apartment properties in select US markets. Learn more about Multifamily Property Group at: https://www.multifamgroup.com/Paul Peebles has been arranging real estate financing for borrowers and institutional clients since 1987. Mr. Peebles is the National Underwriter at Old Capital, underwriting and structuring all transactions handled by the company. Learn more about Old Capital at: http://www.oldcapitallending.com/

Want to know the surprisingly simple truth about successful multifamily real estate investing?Successful investors worry less about market cycles and instead focus on implementing a long term, consistent dollar cost averaging strategy over a span of 10 to 20 years or more, much the same way as stocks and bonds.In today's episode, Larry Landis shares his story and his blueprint for how he passively invested in multifamily real estate in slow and steady fashion over many years to achieve massive results.Get Smart and Invest Smarter with the Apartment Investor Show where JC Castillo and Paul Peebles interview top industry experts and discuss current market trends, investment strategies and fundamental concepts to help you make smart multifamily real estate investments.JC Castillo is an ex-techie turned real estate investor who’s profitably navigated through a full market cycle. In 2006 he founded Multifamily Property Group, a vertically integrated private equity firm focused on large scale value-add apartment properties in select US markets. Learn more about Multifamily Property Group at: https://www.multifamgroup.com/Paul Peebles has been arranging real estate financing for borrowers and institutional clients since 1987. Mr. Peebles is the National Underwriter at Old Capital, underwriting and structuring all transactions handled by the company. Learn more about Old Capital at: http://www.oldcapitallending.com/

Get Smart and Invest Smarter with the Apartment Investor Show where JC Castillo and Paul Peebles interview top industry experts and discuss current market trends, investment strategies and fundamental concepts to help you make smart multifamily real estate investments.JC Castillo is an ex-techie turned real estate investor who’s profitably navigated through a full market cycle. In 2006 he founded Multifamily Property Group, a vertically integrated private equity firm focused on large scale value-add apartment properties in select US markets. Learn more about Multifamily Property Group. https://www.multifamgroup.com/Paul Peebles has been arranging real estate financing for borrowers and institutional clients since 1987. Mr. Peebles is the National Underwriter at Old Capital, underwriting and structuring all transactions handled by the company. Learn more about Old Capital. http://www.oldcapitallending.com/

Are you prepared for rising material costs in the multifamily industry?With escalating US-China tariff wars, we brought in a multifamily supply chain expert to talk about the cost impacts and what apartment operators can do to minimize the pain. Joining the show today is Maia Jimenez, Owner of Vima Decor. With over 500 customers, servicing thousands of properties, Vima is one of the largest multifamily finish out providers in the nation for items such as flooring, cabinets, sinks, granite, tile, lighting, fixtures, toilets and more.Guest Contact Info: Maia Jimenez at https://www.vimadecor.com/Get Smart and Invest Smarter with the Apartment Investor Show where JC Castillo and Paul Peebles interview top industry experts and discuss current market trends, investment strategies and fundamental concepts to help you make smart multifamily real estate investments.JC Castillo is an ex-techie turned real estate investor who’s profitably navigated through a full market cycle. In 2006 he founded Multifamily Property Group, a vertically integrated private equity firm focused on large scale value-add apartment properties in select US markets. Learn more about Multifamily Property Group. https://www.multifamgroup.com/Paul Peebles has been arranging real estate financing for borrowers and institutional clients since 1987. Mr. Peebles is the National Underwriter at Old Capital, underwriting and structuring all transactions handled by the company. Learn more about Old Capital. http://www.oldcapitallending.com/ .

Trying to decide on the best financing strategy for your apartment property?The 10 Year Treasury briefly tested 2.00% last week, which is great news for multifamily buyers, but is causing major heartburn for owners with yield-maintenance based prepayment penalties (think Fannie Mae & Freddie Mac) looking to exit early.But with low rates, long runways and non-recourse terms, agency debt is still a great path to finance your property. So we talked to an expert on best strategies to minimize prepayment penalties so you can have your cake and eat it too.Joining the show today is Fritz Waldvogel, Vice President of Dougherty Mortgage, one of the fastest growing Fannie Mae licensed DUS lenders in the nation.Get Smart and Invest Smarter with the Apartment Investor Show where JC Castillo and Paul Peebles interview top industry experts and discuss current market trends, investment strategies and fundamental concepts to help you make smart multifamily real estate investments.JC Castillo is an ex-techie turned real estate investor who’s profitably navigated through a full market cycle. In 2006 he founded Multifamily Property Group, a vertically integrated private equity firm focused on large scale value-add apartment properties in select US markets. Learn more about Multifamily Property Group. https://www.multifamgroup.com/Paul Peebles has been arranging real estate financing for borrowers and institutional clients since 1987. Mr. Peebles is the National Underwriter at Old Capital, underwriting and structuring all transactions handled by the company. Learn more about Old Capital. http://www.oldcapitallending.com/

Thinking of making a passive investment in a multifamily syndication but not sure if it's a good deal?Determining a good deal from a bad one should always start with finding the one neck to choke in every syndication.In today's episode, we cover the (5) functions in every real estate syndication, (3) basic syndication models, what role your sponsor plays and how to quickly identify who is responsible for successful execution.Get Smart and Invest Smarter with the Apartment Investor Show where JC Castillo and Paul Peebles interview top industry experts and discuss current market trends, investment strategies and fundamental concepts to help you make smart multifamily real estate investments.JC Castillo is an ex-techie turned real estate investor who’s profitably navigated through a full market cycle. In 2006 he founded Multifamily Property Group, a vertically integrated private equity firm focused on large scale value-add apartment properties in select US markets. Learn more about Multifamily Property Group at: https://www.multifamgroup.com/Paul Peebles has been arranging real estate financing for borrowers and institutional clients since 1987. Mr. Peebles is the National Underwriter at Old Capital, underwriting and structuring all transactions handled by the company. Learn more about Old Capital at: http://www.oldcapitallending.com/

Winning an apartment deal in today's market is harder than ever, even if you're in the ballpark on pricing and terms.Looking for some surefire ways to increase your chances? In this episode we talk with Nick Fluellen of Marcus & Millichap about the top 4 ways to win a deal in a seller's market.In 2018 alone, his team awarded 53 apartment deals, sold 6800+ units in 5 states and transacted $500M+ in sales volume, making him the #7 ranked M&M broker in the nation.Get Smart and Invest Smarter with the Apartment Investor Show where JC Castillo and Paul Peebles interview top industry experts and discuss current market trends, investment strategies and fundamental concepts to help you make smart multifamily real estate investments.JC Castillo is an ex-techie turned real estate investor who’s profitably navigated through a full market cycle. In 2006 he founded Multifamily Property Group, a vertically integrated private equity firm focused on large scale value-add apartment properties in select US markets. Learn more about Multifamily Property Group at: https://www.multifamgroup.com/Paul Peebles has been arranging real estate financing for borrowers and institutional clients since 1987. Mr. Peebles is the National Underwriter at Old Capital, underwriting and structuring all transactions handled by the company. Learn more about Old Capital at: http://www.oldcapitallending.com/ .

The Real Estate CPA podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax dvice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Always consult your own tax, legal, and accounting advisors before engaging in any transaction. -- In this episode we're joined by James Eng, Senior Director at Old Capital Lending, to discuss multifamily and commercial loan products, lender requirements, bad boy carve outs, and more! Learn more about James Eng and Old Capital Lending at: http://www.oldcapitallending.com/ or email him directly at jeng@oldcapitallending.com To get $50 off your tickets to the Old Capital Multifamily Conference in October 2019 visit https://www.oldcapitalconference.com/ and use promo code: REALESTATECPA To receive $100 OFF the FULL ACCESS PASS to the Multifamily Investor Nation Summit on June 27-29th 2019 visit www.ApartmentEvent.com and use promo code THOMAS To become a client visit: www.therealestatecpa.com/become-client To sign up for our Virtual Workshops visit: www.therealestatecpa.com/virtual-workshop/ Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Like us on Facebook www.facebook.com/realestatecpa/

James Eng serves as a Senior Director for Old Capital Lending. He is actively involved in financing commercial real estate, developing new client relationships, and assisting clients with expanding their professional network. Before joining Old Capital, my special guest underwrote over $750M in loans over 8 years for the acquisition or refinance of commercial properties at GE Real Estate. Prior to his work at GE Real Estate, he completed GE’s Financial Management Program (FMP) at GE Capital with rotations in Connecticut, Colorado, and Texas across multiple businesses. He received his undergraduate finance degree from the McCombs School of Business at The University of Texas at Austin. James Eng ist Senior Director für Old Capital Lending. Er ist aktiv an der Finanzierung von Gewerbeimmobilien beteiligt, entwickelt neue Kundenbeziehungen und unterstützt Kunden beim Ausbau ihres beruflichen Netzwerks. Bevor ich zu Old Capital kam, hat mein spezieller Gast über 750 Millionen Dollar an Darlehen über einen Zeitraum von 8 Jahren für den Erwerb oder die Refinanzierung von Gewerbeimmobilien bei GE Real Estate übernommen. Vor seiner Tätigkeit bei GE Real Estate absolvierte er das Financial Management Program (FMP) von GE Capital mit Rotationen in Connecticut, Colorado und Texas in mehreren Unternehmen. Er erwarb seinen Bachelor-Abschluss in Finanzen an der McCombs School of Business an der University of Texas at Austin.

The Old Capital Lending team discusses the current apartment lending environment and what you should be aware of when structuring your transaction. James Eng shares his article on “The 7 Things Buyers Need to Do to WIN DEALS.” http://www.oldcapitalpodcast.com/blog/ To Contact a Loan Officer at Old Capital: James Eng: JENG@oldcapitallending.com Richardo Hinojosa: RHINOJOSA@oldcapitallending.com Hans Box: HBOX@oldcapitallending.com Jonathan Ferrell: JFERRELL@oldcapitallending.com Les Meisl: LMEISL@oldcapitallending.com Dave Walls: DWALLS@oldcapitallending.com John Brickson: JBRICKSON@oldcapitallending.com To receive our FREE 15 page WHITE PAPER REPORT on the 2018 FUNDAMENTALS OF MULTIFAMILY FINANCING 101 and to learn more about upcoming events at Old Capital Speaker Series please visit us at OldCapitalPodcast.com Are you interested in learning more about how Multifamily Syndications work? Please visit www.spiadvisory.com to learn about Michael's Real Estate Syndication business with SPI Advi

Here's Some of What You Will Learn:  Michael is a senior director at Old Capital Lending and has been a commercial banker for 15 years. Different strategies to find a team and take down a deal. The importance of finding a team to help overcome any shortcomings to take down deals. The benefits of taking down a deal and returning capital to initial investors. The importance of educating yourself in the business to be taken seriously. The benefits of building relationships and networking to find deals. Different strategies to get on broker’s lists and be sent more deals. Different ways to raise capital for deals. The importance of building your resume in the business. The different types of loans available, including HUD/FHA. Ways to help others who have done deals prior to enable you to do your own. The importance of having a management company to help with loan approval. The key players suggested to be successful in the business. The steps to identifying and analyzing a good deal. Tips and advice to make it through a downturn successfully. The importance of having renovation funds up and working capital up front. The importance of professional management and avoid code violations. The pros and cons of single family vs multi-family investments. The importance of getting started in the business as early as possible. The benefits of Supplemental Loan Programs. The Importance of Bank and Fannie Mae loans with renovation dollars to rehab property. Connect with me on Facebook at Rod Khleif. Text Rod to 41411 or visit RodKhleif.com for a FREE copy of my book, “How to Create Lifetime Cash Flow Through Multifamily Properties.”   Our Guest You can learn more about Michael Becker at: http://www.oldcapitallending.com/ Want to build Lifetime Cash Flow from Multifamily Properties? If you’re committed to creating the life you deserve, we've created the best multifamily training and coaching program on the market. I personally coach you on your path to create the life of your dreams. I will help you CRUSH it in this business!  - if you'd like to receive information about our program, text CRUSH to 41411 now. Recommended Resource Looking to invest in a multi-family real estate project? Want to partner with me personally on a deal? To schedule a time for us to talk click on this link: http://www.meetme.so/RodKhleif2 Review and Subscribe acquisitions, Michael Becker, apartment investing, apartments, appreciation, Assisted Living, broker, brokers, business, cash flow, cashflow, commercial, commercial real estate, CRE, CRE investing, Defaulted paper, Donald Trump, entrepreneur, equity, Eviction, expert, experts, Foreclosure, funding, Hedge fund, investing, investing in real estate, investments, Rod Khleif, Rod Khleif Florida, Rod Khleif Real Estate, Riyad Khleif , manager, mergers, millionaire, multi-family, multifamily, Office, passive income, podcast, private lending, private money, property management, raw land investing, real estate, real estate broker, real estate cashflow, real estate coaching, real estate investing, real estate investor. Investing, REIT, Retail, Robert Kiyosaki, sales, Sales Coach, sales expert, Sales Training, Self Storage, Selling, Senior Living, Shopping Center, Short Sale, Suburban Office, syndication, training, value add, Repositioning assets, multi-family expert, multifamily expert, multi family investing, multifamily training  

Today we speak with Senior Director for Old Capital Lending, James Eng. James is based out of Dallas, Texas and is a passive investor in over 2,700 units! Prior to his current role, James worked for GE Capital and underwrote $750M worth of commercial real estate. In this episode, we go through the ins and outs of getting a commercial real estate loan and the best ways you can prepare. We also dive into why James enjoys being a passive investor and what he looks for in a good deal. Hit play and turn up the volume!

Carlos Flores, Mortgage broker with Old Capital Lending out of Dallas-Ft. Worth shares with us what's new in the multifamily landing space, recent case studies, lessons learned and much more!

What of liquidity do you need in order to qualify for a typical loan? What’s the difference between equity and post-equity liquidity? What do you need to qualify for the loans? Learn this and much more as today’s Best Ever guest shares with you his advice. Paul Peeble’s real estate background: – Closed on over 4,000 real estate loans and over $250MM in the last 12 months – Over 25 years experience arranging financing for borrowers and institutional clients – Closed on over $1BN in real estate transactions – National underwriter and principal at Old Capital Lending - ()

Want to learn how to get started in Syndicating Multifamily (Apartment) Properties? This week on the Old Capital Real Estate Investing Podcast we interview Robert Helms, the popular host of the Real Estate Guys Radio Show. We discuss Robert's background and how he got started syndicating real estate deals. Later, we talk about how Robert has interviewed many famous real estate icons including Rich Dad Poor Dad author Robert Kiyosaki, legendary sales trainer Tom Hopkins, Successful Real Estate Syndication Expert Ken McElroy as well as President Donald Trump, twice!! For more information about the Real Estate Guys upcoming events The Secrets of Successful Syndication and the 15th Annual Investor Summit at Sea...please send an email to ocpodcast@realestateradio.com Interested in learning more about how Multifamily Financing works? Please visit us at www.oldcapitalpodcast.com. There you can receive a copy of our 15-page white paper report titled "Fundamentals of Multifamily Financing" and to learn more about upcoming events by Old Capital Lending and connect with Michael Becker and Paul Peebles. Are you interested in learning more about how Multifamily Syndications work? Please visit www.spiadvisory.com to learn about Michael's Real Estate Syndication business SPI Advisory LLC.

The Old Capital Lending team sits down and discusses what’s working and what’s not working in commercial real estate lending. Listen to how we structured several lending transactions for our buyers this quarter. We also answer listeners questions.

#57: Keith comes to you from Little Rock, Arkansas today. Our guest is Old Capital Lending’s Michael Becker of Dallas, TX, to tell us about originating Multifamily Apartment Building loans. Want more wealth? Visit GetRichEducation.com and 1) Subscribe to our free newsletter. 2) Receive Turnkey RE webinar opportunities. Listen to this week’s show and learn: 01:05  Keith is in Little Rock, Arkansas this week for an investment real estate tour. 04:53  Michael Becker of Old Capital Lending appears. 06:50  Single Family Homes vs. Multifamily Apartment advantages / disadvantages. 08:57  Recent happenings in this lending space. 10:20  Loans for 5+ unit residential property are called commercial loans. 11:55  Multifamily commercial loans are primarily qualified by the asset, not the borrower. 15:48  Residential 1-4 lending is like a formulaic science; multifamily commercial 5+ is closer to an art. 17:48  Debt Service Coverage Ratio (DSC or DCR). 1.25 minimum is typical. 19:00  How much liquidity do you need for a multifamily loan? 21:12  Borrower credit scores. 24:10  Loan duration. 26:08  Balloon payments, Pre-payment Penalties, Assumable Loans. 29:26  Recourse vs. Non-Recourse Loans. “Bad Boy Carve Outs.” 31:26  Can you buddy up with friends to buy a big apartment building together? 34:38  Qualifying for multifamily property loans out-of-state. 35:49  Higher closing costs for apartment building loans 39:32  How many states does Old Capital lend in? Resources: OldCapitalLending.com - Multifamily / commercial lending. SPIAdvisory.com - Michael Becker’s syndicating company. MidSouthHomeBuyers.com or call (901) 217-4663 for Top-Notch Turnkey Rental Properties. NoradaRealEstate.com or call (800) 611-3060. Your Premier Source for Turnkey Cash-Flow Investment Property. GetRichEducation.com - that’s where to subscribe to our free newsletter, receive turnkey real estate webinar opportunities, and see all Events. Download the GRE Android App at Google Play to keep the GRE icon right on your phone’s home screen! We would be so grateful if you wrote a review! Here’s how to write one at: iTunes, Stitcher, and Android. To get a free GRE logo decal for your review, send: 1) A screenshot of your review. 2) Your mailing address to: Info@GetRichEducation.com

Michael Becker is a career lender, first for a large national bank and later with Old Capital Lending in Texas.  Michael used his experience as a banker to acquire over 1600 units in less than 18 months with superior agency debt.  Michael talks about the advantage of agency mortgages, how to acquire agency debt and also so some tricks of the trade in purchasing a shocking number of complexes in a surprisingly short time..how to manage the properties...how to find the deals. Multifamily Real Estate Investing.

What of liquidity do you need in order to qualify for a typical loan? What’s the difference between equity and post-equity liquidity? What do you need to qualify for the loans? Learn this and much more as today’s Best Ever guest shares with you his advice.   Tune in to listen to his Best Real Estate Investing Advice Ever!    Paul Peeble’s real estate background:   -        Closed on over 4,000 real estate loans and over $250MM in the last 12 months -        Over 25 years experience arranging financing for borrowers and insititutioanl clients -        Closed on over $1BN in real estate transactions -        National underwriter and principal at Old Capital Lending ()   Subscribe in  and  so you don't miss an episode!  Sponsored by: Door Devil - visit and enter "bestever" to get an exclusive 20% discount on your purchase.