Listen "062. Navigating the Capital Markets with Julie Anne Peterson"
Episode Synopsis
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 🎯 Actionable tip for new investors: Get educated. If you’re ready to invest, then invest with an experienced sponsorship team.📚 Book of the week:“Insider Secrets to Financing Your Real Estate Investments” by Frank Gallinelli💡 Question of the week: How do you verify your assumptions in your underwriting❓ --💡 Interested in learning more about opportunities to partner in deals as a passive investor? Connect with us!BRANDON’S LINKEDIN: https://www.linkedin.com/in/brandon-e-jenkins/BIRCH PROSPER INSTAGRAM: @birch_prosperBIRCH PROSPER INVESTOR CLUB: https://bit.ly/birch-prosper-investor-portalBIRCH PROSPER WEBSITE: https://www.birchprosper.com/-- 🤝🏻 ARE YOU AN INVESTOR IN THE DC-MD-VA AREA?Be sure to join our local meetup group!DMV Apartment Investor Community page: https://www.meetup.com/dmv-apartment-investor-community/ --Interested in investing with Birch Prosper? Let's chat! Schedule a call with us.Schedule a 15 min intro call (Calendly link): https://calendly.com/birch-prosper/intro-meeting-15-min-clone
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