Mr. B @investingcre
Head of CRE investments for an UHNWI. Talking deals and sharing insights. Primary investments: NPLs, bridge loans and value-add retail/multifamily. DMs open. substack.com/@investingcre Florida, USA Joined November 2023-
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Busy day. Issued quite a few term sheets. Interviewed a couple candidates for a new role. Surprised how many qualified people applied. At least on paper.
NPL Tip: Sales and leasing brokers often emphasize the importance of adding value to prospective clients, usually by sharing valuable market information. The same strategy works when pursuing NPLs. At a lender, everyone has a boss. Fund managers and bank executives still have to…
Looking at a small SFH development deal. ~20 homes. Developer has them all under contract with hard deposits = ~10% of PP or ~$50K. Would you finance it? How would you structure the debt? Homes likely delivered in 9-12 months. (I know you want more information but that's what…
Good morning all. Let’s make it a great week. We are looking to originate more bridge loans and buy more NPLs in Florida. If you have a deal, please reach out. Would love to work together!
If you are brokering a debt deal, do you take the 15 minutes to check for liens, lawsuits and paid property taxes? Kind of amazing how many don’t. One of the first things I do.
Baby girl arriving in a couple weeks. What should I expect? Currently have an almost 2 year old boy.
Is experiential hospitality a real trend or just a @X thing?
Zoom in on Florida. That’s why we are getting so many loan requests in this area. Great map @NewsLambert
Zoom in on Florida. That’s why we are getting so many loan requests in this area. Great map @NewsLambert https://t.co/CKvecTPUUH
Great meeting and spending some time with @SamIAmtheREMan today! Already looking forward to next time.
I hardly ever hang up on someone cold calling. I enjoy hearing their pitch. It also occasionally leads to new business as well.
The following is a brief explanation on your levered yield as a lender. I’ll start with a bridge loan origination then move to an NPL. Bridge Loans The following assumes there are no payment issues and only the origination fee is held back from the loan proceeds. More leverage =…
Continue to receive a fair amount of loan requests on luxury resi in the $5M -$10M range. Borrower is usually the developer. Luxury sales moving much slower. Not seeing any distress though. The current loan is usually maturing. Lending at 50% LTV/LTC. Can't always get a rate of…
When analyzing an NPL opportunity, you must ask yourself a simple question: Am I comfortable owning the collateral at this cost basis? If you immediately answer yes, then the borrower will likely have other financing options. You don’t want to push too hard, or you’ll get paid…
Hate to be this guy but if you are pulling in this type of money in your late teens/early 20s, buy yourself something cool then invest the rest. Compounding will do wonders for your wealth.
Hate to be this guy but if you are pulling in this type of money in your late teens/early 20s, buy yourself something cool then invest the rest. Compounding will do wonders for your wealth.
What's a fair amount of time to give partners to fund a capital call? In this instance, the approximate funding amount was known at deal closing. The timing of the call was unknown.
I’ve seen a few NPLs collateralized by smaller office buildings (~25K SF) in great locations. This strategy would work well. The problem has been the cost basis. Build out costs are high and the lender won’t sell the note at a discount because it’s a maturity default…
I’ve seen a few NPLs collateralized by smaller office buildings (~25K SF) in great locations. This strategy would work well. The problem has been the cost basis. Build out costs are high and the lender won’t sell the note at a discount because it’s a maturity default…
We've had preliminary discussions about taking outside capital. Bridge loan demand is that significant. More to come on this.
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Today marks the 140th anniversary of the death of Karl Marx -- one of the most evil men in history Marx was an alcoholic who never washed. Boils covered his body, preventing him from sitting down He refused to work, and drove his family to destitution -- causing the deaths of…
@investingcre Thank you! Have you ever been to the finger lakes location? Pretty cool spot
Sent an internal email today highlighting the last 2 weeks of NPL focus. - Connected with 34 lenders - round numbers 75% banks, 25% debt funds Bank summary: - no real actionable / defined loan sales so far for the quarter. A few say it's still early and internal discussions…
Brokers - when making that first call to introduce yourself, please restrain from asking if there is anything we would like to sell. Focus on building a relationship first. Work on the connection, the transaction will not happen without it. #retwit
Just finished speaking to a group of vets @LevisStadium @49ers about how to build a real estate portfolio while playing in the @NFL !! I am very impressed with some of the guys in that locker room and what they are doing off the field and I hope our conversation today empowers…
Keep in mind, KKR is deploying billions of dollars. Generating a 26% return at this scale is not easy at all. They’re the gold standard of private equity.
KKR delivering 26% gross IRR over 48 years is impressive, no matter how you cut it Even more impressive is that none of their funds (out of 25) have lost money 22 out of 25, or 88%, have outperformed the benchmark
Is nobody going to point out the man in a crop top in the back of this video
Reporter grills Columbia student after she demands the university help feed protestors occupying Hamilton Hall: "It seems like you're saying, 'we want to be revolutionaries, we want to take over this building, now would you please bring us some food'."
I am staring at a 6 year old beautiful building with a long term lease to a credit tenant, and the numbers simply do not work even at an 8-cap. The more leverage you use, the lower your cash-on-cash. The only reason to buy stabilized today is to park a 1031… that’s it.
Next affordable ~$250k spec home is about to start in Ocala FL. Site work has started and I did this quick video last week. Another nice 3 bedroom 2 bath on a 1/4 acre lot with all the nice features we included in the last one: • Bahia Sod Yard • LVP Throughout • Tile…
@investingcre from what I’ve experienced, it’s nice and the people are friendly. Lake is a community gathering place
We own a unit in an HOA. It should take the least amount of our time but it ends up taking up a large percentage of our time. Our time is spent managing other board members and ensuring the property has adequate reserves and runs well. It sucks terrible investment.
Dad has been gone for 5 years today but anytime I hear Clair de Lune I immediately think of him (and a lot of other times) This was shortly before he died of glioblastoma (brain cancer) and had lost the ability to read and didn’t speak much. His piano skills stayed strong Enjoy
@investingcre Once you get those shackles off let me know
@investingcre Not something we do here = we're rigid 😁 Create new note with heavy signer for 2-3X the NPL portfolio cost Trade Get change in cash Lemme guess, you don't do this either Gotta get outta that box every once in awhile Mr. B
@investingcre Have you offered your re-performer that you bought at a discount (but would swap with them at par) as a trade for theirs?
Delicious
So the DSA national party can’t afford its staff and is trying to lay off people so they’re in a labor dispute with the DSA Union? Lmao
@investingcre I have seen shocking occurrences of very smart people doing very not smart investments due to this.
Two types of HNW/UHNW people that would benefit most from a good investment advisor: 1. The ones that are scared of alts/private investments and have no exposure. Giving up $. 2. The ones that aren’t scared of alts/private investments at all, but should be. Also giving up $.