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At the Fannie Limit - Beyond Ten Financed Properties

Tuesday, May 23

How many financed properties can I have? Am I at the Fannie limit? If so, what now?If you are actively asking yourself these questions, then congratulations - you’ve made strides in your investing career and you can certainly call yourself a pro. Unfortunately, there are too many myths and false ...


Term Sheets: Gotta Catch Them All!

Monday, May 08

There’s a special kind of investor that only cares about one thing, one thing only - Terms. They are not interested in how I can streamline their financing or optimize their current portfolio. All they want is terms and fees, which is perfectly fine if you know what you’re doing. The problem lies...


Demographic Shifts in Urban Centers: A Boon for Multifamily Investors

Tuesday, May 02

Executive Summary: Buy and hold investors should consider adding properties located in urban centersShifts in economic conditions, trends and demographics are boosting the demand for properties in urban centers. If current trends remain we can see a lot of upside to owning properties that cater t...


Loan Pricing = Costs + (Profit Margin + Risk)

Tuesday, April 25

During my initial training as a loan officer I was joined by a young recruit that had the knack for asking great fundamental questions. In my field, familiarity with the world of finance and economics is usually not required as employers expect new hires to pick up the basics along the way, and o...


​Flipping LBOs - Selecting Profitable Flip Candidates

Tuesday, April 18

To those not familiar with the world of M&A (mergers & acquisitions) investment banking, a leveraged buyout (LBO) is a financial transaction in which the acquirer uses considerable leverage and as little equity as possible to purchase a target (e.g. a company --- see Nabisco). The buyer h...


Beyond Rates and Fees

Monday, April 10

When looking for a loan it is common place to only be concerned about how it is going to impact the borrower financially. Unfortunately, there are other aspects in lending that are an after-thought and can be detrimental to the long-term success of your real estate business. One example is the re...