Hey Note Closers! Scott Carson here, ready to dissect a juicy real estate investing case study—a portfolio of 16 notes! Buckle up, because we're diving headfirst into the details, sharing valuable insights that'll help you boost your own investment game.
This isn't just another episode; it's a masterclass in how to analyze a portfolio, uncover hidden gems, and make some serious cash!
The Story:
One of my brilliant coaching students, a busy professional juggling a thriving clinic and a whole lot of other ventures, recently bought a 16-note portfolio. What's even more impressive? They closed on these deals within their first 30 days! These are some serious power players. Let's just say we should all follow their lead! They're now looking to raise some capital for new projects and offered this portfolio up to our inner circle. This episode is about helping us all analyze it.
Key Takeaways:
- Portfolio Analysis 101: We dissect the entire portfolio note by note, analyzing key metrics such as interest rates, loan-to-value (LTV), monthly payments, occupancy, equity, and remaining terms.
- Identifying Performing vs. Non-Performing Notes: Learning how to quickly distinguish between performing and non-performing notes is key. This analysis reveals valuable insights into potential challenges and opportunities within each asset.
- Estimating Values: How to estimate the current market value of each property using different techniques and tools. Zillow can only get you so far, and we explore why.
- Strategic Pricing and Negotiation: We explore different pricing strategies for different situations. Knowing when to adjust your offers based on specific circumstances is key!
- Capitalizing on the Emotional Factor: Sometimes, the best deals involve sensitivity and empathy. We discuss a strategic approach for negotiating with borrowers, respecting the emotional aspect of potential issues and keeping the deal moving.
Actionable Insights:
We go beyond the numbers, examining the specific circumstances of each note. We delve into factors like whether the property is occupied, the condition of the property, the borrower's history, and the potential challenges and opportunities each property presents.
The results:
Scott's clients initially purchased these properties for a mix of reasons—cash flow diversification and capital appreciation. However, this episode will show that even if the portfolio was initially acquired for one reason, it can be strategically transitioned to another as the client's needs change.
More Than Just Numbers:
This isn't just about spreadsheets and calculations; we explore the human element behind these investments. We discuss how to approach the borrowers with empathy and sensitivity, making ethical business decisions that consider their circumstances.
Ready to level up your note investing game? This episode is packed with actionable insights and real-world strategies you can implement immediately. This isn't theory; it's real-world, hands-on experience from successful investors.
Watch the VIDEO BREAKDOWN HERE!
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