VIRTUAL MEETING. YOU MUST REGISTER TO PARTICIPATE. ZOOM LINK WILL BE SENT TO YOU.
Topic: How to Underwrite Multifamily from a Lender Perspective
Speaker: Julie Anne Peterson
At this meeting, you'll learn:
- Your Lender is your biggest partner – Broker
- Non-Recourse vs Recourse
- Bank, Bridge, Agency, CMBS – Important distinctions to underwrite
- Lender Underwriting – Insurance, Property Management, Taxes
- Know your market – what are reasonable assumptions
- Rates – Index + Spread
- Interest Only
- Yield Maintenance vs Stepdown Prepayment Penalty
- DSCR
- Amortization
- Quote – T12, RR, UW and OM
Bio: Julie Anne Peterson, affectionately known as The First Lady of Lending is a Senior Director at Old Capital Lending boasting 35 years in Real Estate transactions. She's not just a debt provider; she's a strategic consultant, aiding and educating clients. With personal investments as General and Limited Partner in Commercial and Multifamily assets across several states, Julie is well-versed in 1031 Exchanges and Self-Directed/Solo 401K accounts.
Capital Raising has become her most recent addition to partnerships - bringing in over $20 Million. Beyond finance, Julie's virtual platform, ZOOM at 8, unites investors in LIVE Conversations with Industry Experts to help grow their knowledge and network. Her adeptness in banking, capital raising, and asset management shapes her approach to Commercial Real Estate, while family time remains integral in her life.
The meeting will be hosted online at Zoom.com The meeting link will be emailed to you upon pre-registration - RETAIN THIS EMAIL! Please note, download Zoom on your device of choice, register for your free account and test your device for audio/camera/microphone capabilities.
VERY IMPORTANT!! Just like checking in at our in-person meetings, to enable us to check you in for the meeting your Zoom name must match your UCREIA account name - we need both first and last name to identify you.
This is a joint ZOOM meeting between Upstate CREIA and NCREIA (Raleigh, Charlotte and Wilmington)