live deals, numbers on the table
Take 214k moved from an old employer plan into a Roth self-directed IRA, sitting mostly in cash while two paths get compared. Option one: three private notes through a single lend…
I've done trade work for fifteen years and I'm buying a house to renovate and resell for the first time. Purchase 182k, renovation I've scoped at 58k doing most of the work myself…
I've been circling a small independent brokerage in a secondary market for about four months and the seller finally sent real numbers instead of a summary page. What I have: 12 li…
I hold land and wait, so office is off my map. This one landed anyway and I've spent three weeks on it instead of the pasture I was supposed to be looking at. The asset: 78,000 sq…
Three bed one and a half bath, 1,340 square feet, built 1962, sound roof and a furnace from 2019. Seller wants 148 and will take a two week close. Comps in the pocket are 232 to 2…
Take a 62 acre listing this spring, mixed pasture and timber, county road frontage on one side, a seasonal creek, no utilities run to it, list price around 410k. Taxes run about 1…
Take a $2.35M purchase, $1.65M loan, on a 14 unit walk-up in a second tier market, with two title agency quotes coming back far enough apart to suggest they're pricing different t…
Consider a 1031 investor with roughly the same check sized for two industrial deals in the same metro. Deal A: a 40,000 square foot light manufacturing building from the 1980s, 22…
Take a 340,000 dollar stake in a 4.1 million dollar equity raise, LP units, no control, no consent rights beyond the usual major decision list. The documents arrive in three piece…
Consider a self-directed IRA holding 178k, deployed as private notes at 11 percent on 12 month terms to unrelated borrowers, with two loans out performing cleanly. A third loan ra…
A common ADU scenario: a homeowner with a deep backyard gets a prefab company quote for a 1 bed 1 bath, 520 square foot unit at $141,000 delivered and set, plus a $27,000 site wor…
An active operator of small deals moving into passive money for the first time is a common transition, and mobile home park funds are one of the places it happens. Say a fund is r…
Here is a scenario worth working through in full, because the structure looks clean at first and then runs into a real obstacle. A 1970s farmhouse sits on 11.4 acres at the edge o…
When a deal is described as senior at 60, mezz to 78, then equity, those are loan-to-value thresholds, and the stack sets two orders: who gets paid each month, and who gets paid o…
An operator with nine parks, about 1,600 lots in three states, asked me to scope water infrastructure work portfolio wide. This is the biggest thing I've been asked to quote and I…
Reading an option agreement a family friend's agent sent over. House near my sister, asking $289k, and the owner has offered a lease with an option because it's been sitting. The…
A scenario worth working through for anyone about to carry paper for the first time. Say an owner has a 1.1 acre vacant lot listed at 95k for nine months, two lowballs, and now a…
This is the kind of question I'd have kept my mouth shut about in a room full of people, so here it is in writing. Two bed two bath condo in a lake town about two hours from where…
Here is a scenario for the room. A closing coordinator who normally chases signatures and title conditions for a couple of wholesalers gets a deal one of them wants to double clos…
Consider a 12-unit sale with a gain after depreciation recapture of about $486k, and a 180 day window closing in early December. Whatever gets done has to happen inside a currentl…
One for every strategy in the guide. Each has its own discussion, live deals, outcomes and polls.
