The Multifamily Underwriting Workshop with Bill Ham

[Jerene Cruse]

Two-day Multifamily Underwriting Workshop presented by Bill Ham

Multifamily Underwriting Workshop
Schedule
Day 1
1. Introduction to multifamily
a. Basics of building a multifamily portfolio
b. Setting cash flow goals
c. Setting equity goals
2. Market Cycles
a. Covering the 4 market cycles and where we are today.
b. Buying and selling strategies in each cycle
c. Why creative financing?
3. Multifamily Underwriting
a. How to underwrite a multifamily deal
b. Everything you need to know about the numbers.
c. How to read multifamily financial information
d. Understanding the numbers that lead to offers.

Lunch

4. Underwriting Case Study 1
a. Group will underwrite a deal together.
5. Creative Financing for Multifamily
a. Master Lease Options
b. Seller Financing
c. How to find these deals
d. How to make creative financing offers
i. How to use my S.P.Y Technique
6. Case Study 2

Day 2
1. Basic Deal Structuring
a. GP/LP
b. JV
c. TIC
2. Group Exercise on Partnership Structuring
a. Bucket System
Lunch
3. Review of underwriting basics and deal analysis
4. Case Study 3
5. End with Q&A group discussion.

Upcoming Topic:
Multifamily Underwriting WorkshopGuest Speaker:
Bill Ham