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Updated over 5 years ago, 05/16/2019

User Stats

48
Posts
88
Votes
Casey Roloff
  • Investor
  • Yuma, AZ
88
Votes |
48
Posts

Owner Financing - 11 Unit Apartment Complex

Casey Roloff
  • Investor
  • Yuma, AZ
Posted

Investment Info:

Large multi-family (5+ units) buy & hold investment.

Purchase price: $500,000
Cash invested: $100,000

11 Unit Apartment Complex

What made you interested in investing in this type of deal?

I became interested in this deal because of the success had from two previous Multi-Family investments.

How did you find this deal and how did you negotiate it?

I found this deal by searching every single multi-family property through out the county assessor website. I then narrowed down a list of properties that would be within my purchase price range. I found the owner's address and went to their doorstep asking if they were interested in selling. At the time they were not interested but asked me to check in with them at a later date. A year later I wrote a handwritten letter and received a phone call stating that they were ready to sell.

How did you finance this deal?

Initially the seller wanted to sell the property through conventional means, but through my Biggerpockets education I was able to confidently explain property valuations and the benefits of owner financing. The owner agreed to a down payment less than the conventional financing requirement. I purchased this property at a 9.7% cap rate.

How did you add value to the deal?

I plan to reduce management, and landscaping expenses and raise rents to market rent. There is also a large storage unit on-site and I plan to rent that out as soon as the previous owner removes their personal belongings.

What was the outcome?

This is a new acquisition and the outcome is yet to be seen. I plan to refinance through conventional means once I have effectively raised the NOI.

Did you work with any real estate professionals (agents, lenders, etc.) that you'd recommend to others?

Cheryl Lakey of Chicago Title has set up the financing documents. Strongly recommend.

User Stats

115
Posts
58
Votes
Hunter Locke
  • Real Estate Investor
  • York, PA
58
Votes |
115
Posts
Hunter Locke
  • Real Estate Investor
  • York, PA
Replied

Congrats Casey! Way to do the work.

User Stats

63
Posts
28
Votes
Christa S Rickard
  • Tampa, FL
28
Votes |
63
Posts
Christa S Rickard
  • Tampa, FL
Replied

That is amazing. I'm very interested in owner financing,  but  still a bit hesitant on how to bring it up  and pitch it correctly.  This was great motivation!

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User Stats

1
Posts
0
Votes
Replied

This is great info @Casey Roloff, thank you for sharing how you went about it!

User Stats

139
Posts
136
Votes
Amy Heitner
  • Specialist
  • Huntingdon, PA
136
Votes |
139
Posts
Amy Heitner
  • Specialist
  • Huntingdon, PA
Replied

Very interesting thread. I was interested in the nuances that convinced the owner to go the seller financing route. Thx for sharing @Casey Roloff

User Stats

4
Posts
0
Votes
Tony Argueta
  • Real Estate Agent
  • Mobile, AL
0
Votes |
4
Posts
Tony Argueta
  • Real Estate Agent
  • Mobile, AL
Replied

Hell yea, congrats, and thanks for sharing. 

User Stats

3
Posts
9
Votes
Alexander Taylor
  • Specialist
  • Philadelphia, PA
9
Votes |
3
Posts
Alexander Taylor
  • Specialist
  • Philadelphia, PA
Replied

Congrats!  I am interested on reading the 1 year and 3 year follow-up also.

User Stats

18
Posts
12
Votes
Justin Frye
  • Newton, NC
12
Votes |
18
Posts
Justin Frye
  • Newton, NC
Replied

Congratulations!  I am interested in the Seller Financing terms as well.  Also curious as to why you want to refinance under a conventional loan?

User Stats

169
Posts
147
Votes
Brent Crosby
  • Rental Property Investor
  • Farmington, UT
147
Votes |
169
Posts
Brent Crosby
  • Rental Property Investor
  • Farmington, UT
Replied

Congrats! Thanks for sharing!!! 

Please keep updates coming as you do things such as raise rents. 

sincerely, your neighbor in the frozen north 

User Stats

140
Posts
136
Votes
Roger Hefner
  • Yuma, AZ
136
Votes |
140
Posts
Roger Hefner
  • Yuma, AZ
Replied

Hi Casey looks like off Ave B. ? We should meet up sometime. 

User Stats

106
Posts
39
Votes
Josh Cook
  • Rental Property Investor
  • Minneapolis, MN
39
Votes |
106
Posts
Josh Cook
  • Rental Property Investor
  • Minneapolis, MN
Replied

@Casey Roloff congrats! I would love to be able to purchase an apartment complex this size in the next 10 years. I have 1 duplex now and am looking for my next 2-4 unit. How did you get into mult-family and how much do you antcipate this will cash flow once you have market rents and the storage unit rented?

Account Closed
1
Votes |
4
Posts
Account Closed
Replied

Strong work. These stories inspire me to make that 1st step. Thank you.

User Stats

9
Posts
9
Votes
Shawn T Sawyer
  • Muskogee, OK
9
Votes |
9
Posts
Shawn T Sawyer
  • Muskogee, OK
Replied

@Justin Lee Frye

I think after raising the NOI, the bank will lend more $.

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User Stats

48
Posts
88
Votes
Casey Roloff
  • Investor
  • Yuma, AZ
88
Votes |
48
Posts
Casey Roloff
  • Investor
  • Yuma, AZ
Replied

@Farrukh Amini @Jason Dufault @Trey Mattox @Mary Mcallister @Justin Frye

Loan Terms - 500k Purchase Price @ 20% down.  5 yr Interest Only @ 6% Simple Interest.  No pre-payment penalties. 

User Stats

48
Posts
88
Votes
Casey Roloff
  • Investor
  • Yuma, AZ
88
Votes |
48
Posts
Casey Roloff
  • Investor
  • Yuma, AZ
Replied

@Justin Frye. I will cash out refinance once the property is stabilized and I have raised the NOI creating a higher market value. I'll then reinvest the funds into an additional property. Check out the BRRRR method, mentioned frequently during the Podcasts.

User Stats

48
Posts
88
Votes
Casey Roloff
  • Investor
  • Yuma, AZ
88
Votes |
48
Posts
Casey Roloff
  • Investor
  • Yuma, AZ
Replied

@Josh Cook. I began investing with SFR properties, and being completely uninformed I thought it would be great to acquire a 15 yr mortgage and rent the property with no cash flow. I didn't take vacancies or capex into consideration. I held the property for two years and luckily came out ahead due to appreciation. During that timeframe I was introduced to Biggerpockets and began analyzing the local market and found that MFR properties had the best returns for buy and hold investments.

I expect the property to cash flow between $2000-$2500 per month, after taking into consideration all expenses, capex, and vacancies.

User Stats

3
Posts
0
Votes
Pilar Lazzati
  • Rental Property Investor
  • Baltimore, MD
0
Votes |
3
Posts
Pilar Lazzati
  • Rental Property Investor
  • Baltimore, MD
Replied

Excellent job, congrats. I am a newbie at real estate.  What is the county assessor website?

User Stats

14
Posts
1
Votes
Replied

Congrats. 

User Stats

252
Posts
138
Votes
James Canoy
  • Kingston, Ny
138
Votes |
252
Posts
James Canoy
  • Kingston, Ny
Replied

@Casey Roloff

Would you have jumped on this deal when you first started? Why or why not?

User Stats

7
Posts
1
Votes
Treavor Clune
  • Joplin, MO
1
Votes |
7
Posts
Treavor Clune
  • Joplin, MO
Replied

@Casey Roloff awesome job!

What did your first multi family deal look like when you made the transition from SFR?

User Stats

6
Posts
2
Votes
Jordan Evans
Pro Member
  • Rental Property Investor
  • Santa Barbara, CA
2
Votes |
6
Posts
Jordan Evans
Pro Member
  • Rental Property Investor
  • Santa Barbara, CA
Replied

@Casey Roloff, thank you for sharing this win!  

Love the seller finance stories!  Why use a bank when you don't have to!?  

I hope to duplicate this effort in my own market!   @timmcinerney

  • Jordan Evans
  • Account Closed
    • Rental Property Investor
    • Sacramento, CA
    893
    Votes |
    1,233
    Posts
    Account Closed
    • Rental Property Investor
    • Sacramento, CA
    Replied

    Sounds like a good deal in Yuma! Would love to see the income and expenses. What is the going market cap rate on these properties? Do you have the ability to raise these rents?

    Love the owner fi opportunity, great work!

    User Stats

    18
    Posts
    12
    Votes
    Justin Frye
    • Newton, NC
    12
    Votes |
    18
    Posts
    Justin Frye
    • Newton, NC
    Replied
    Originally posted by @Casey Roloff:

    @Justin Frye. I will cash out refinance once the property is stabilized and I have raised the NOI creating a higher market value. I'll then reinvest the funds into an additional property. Check out the BRRRR method, mentioned frequently during the Podcasts.

     So when you do a cash out refinance through a conventional mortgage are you not cancelling out all of the selling points you used to talk the seller in to seller financing?

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    User Stats

    321
    Posts
    522
    Votes
    Spencer Cornelia
    • Investor
    • Las Vegas, NV
    522
    Votes |
    321
    Posts
    Spencer Cornelia
    • Investor
    • Las Vegas, NV
    Replied

    @Pilar Lazzati a database full of property info for a certain county.  Google 'Your County' tax assessor and look for property search.  You can input addresses and get info for the property, such as tax info, purchase price, purchase date, owner's name and mailing address, etc.

    User Stats

    9
    Posts
    1
    Votes
    Replied

    @Casey Roloff

    Great job!

    User Stats

    2,923
    Posts
    1,207
    Votes
    Shawn Ackerman
    Pro Member
    • Real Estate Entrepreneur
    • Mid West, East Coast
    1,207
    Votes |
    2,923
    Posts
    Shawn Ackerman
    Pro Member
    • Real Estate Entrepreneur
    • Mid West, East Coast
    Replied

    @Casey Roloff  Congrats on staying persistent and actually door knocking to get a direct line of communication with the seller.  Takes guts to do that.  All the best.  Wishing you continued success.

  • Shawn Ackerman