Investing in Apartments • Proforma vs. Results • A Full Cycle Case Study

[Omar Ruiz]

We were invited to speak at the Private Lending Masters Club. This event is being hosted by Janice Bell and her club.

We were invited to speak at the Private Lending Masters Club. This event is being hosted by Janice Bell and her club.

Investing in Apartments • Proforma vs. Results • A Full Cycle Case Study

Omar Ruiz and his partner Jeffrey Spindler invest in Value Add Apartment Complexes in Texas. Their company is called LeRu Investments LLC. Since 2010, they've owned house rentals and apartments in three different states and own a property management company in Orange County California.

They will discuss a full cycle apartment complex they just sold and exited. They’ll compare their original proforma with actual returns. You don't want to miss their insights into the real grit of the deal. They will discuss the following topics:

· The Hallmarks of a True Value-Add Deal (Not Broker’s Version)
· Scrutinizing Income Statements
· Refinancing and Cashing Out Investors
· Infinite Rate of Return Example
· Real Life Stories from the Trenches

We will discuss various investment accounts and ways to use those accounts to invest in real estate. You will learn the pros and cons of real estate vs. stock investments plus being the owner versus the lender or passive equity partner on a property. We will discuss various custodial companies that host your self-directed investment accounts, and hear from guest speakers in the private lending and syndication arena.
• What to bring
Smart phone or tablet, or a notebook and pen.