How Do You Know?
My goal is to help people feel more confident about their investment portfolio. After working in the private equity, family office and securities market for nearly a decade, I pulled together my resources to interview experts in each area of the due-diligence process.
I also bring on ex professional athletes so that we can learn how they became comfortable with the investment world and the tips that got them there. As a former collegiate soccer player, I know the parallels that athletes have with everyone else. That is, the fact that we wear many hats with the capability to add more skills to our repertoires, including investment knowledge.
Thank you for listening. I hope it helps!
Please DM me on LinkedIn if you want my top investing tips: https://www.linkedin.com/in/isabela-carrasco?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app
How Do You Know?
HDYK How to Underwrite an Investment (part 2) | DD Curriculum
Hans Box started his career at PWC in tax and strategy consulting for Fortune 500 companies. He transitioned to real estate investing and has been directly involved in the acquisition, investment, and management of over $350MM in multifamily and self-storage assets, asset managed ~3,700 multifamily units and has been the GP in ~4,300 multifamily units and ~2,700 units of self-storage. On top of that, he is an active LP investor, having invested in 60+ different LP opportunities, spanning all asset classes.
In Part 1 of this 2 part series we discuss:
- Key definitions and terms
- Evaluating Sponsors
- Evaluating the proforma
- Considerations for tax, insurance, rent and occupancy
In Part 2 of this series we cover:
- How to consider comparable properties
- Comparing the profit and loss statement
- Understanding the true cash flow
- Why the financing structure is most important
- Typical fee structures