The first stage in the investment process is originations: the who, what and where of deal sourcing. Who will bring you deals, what are you looking to invest in, and where are you looking to invest.
- In this lecture we're going to talk about the first stage…of the investment process and that's called origination.…Originations is really just the…who, what, and where of your deals.…How are you going to get those deals?…Who are you going to get it from?…Where are those deals going to be…and what kind of deals are those?…So the who in terms of who you can get deals from…or who can be a source of getting deals from.…And they don't just have to be real estate people…as in terms of brokers or property owners or developers.…
They could also be through personal contacts…and other professional networks.…It really can be anyone who can point you to a deal…or help you get a deal.…The what is the asset type as in are you going to be looking at…investing in a residential versus commercial?…If it's residential,…what specifically are you going to invest in,…rental income property, a fix-and-flip type of property,…a duplex, a multi-family?…Deal size is the size of the deal.…Are you going to be investing in something…that is 100,000, 500,000, 5 million?…
Author
Symon He
Released
12/3/2018- Conducting market research
- The seven-stage investment process
- Due diligence: Validating and verifying your investment
- Financing and closing
- Exiting: Selling your investment
- Investment considerations and strategies
- Measuring returns
- How debt impacts your return
- Real estate analysis case studies
Skill Level Intermediate
Duration
Views
-
Introduction
-
Introduction2m 33s
-
-
1. Case Study #1: Follow-Along Analysis
-
Why investment analysis?6m 4s
-
Market research, part 116m 32s
-
Market research, part 27m 8s
-
The rest of the course1m 44s
-
2. Foundations: Investment Process
-
Originations2m 30s
-
Analysis7m 33s
-
Due diligence4m 27s
-
Financing and closing3m 9s
-
Construction and rehab8m 33s
-
Stabilization2m 31s
-
Exit3m 7s
-
3. Foundations: Investment Considerations
-
External considerations11m 14s
-
Property considerations12m 54s
-
Deal considerations9m 53s
-
Other considerations5m 49s
-
4. Foundations: Three Primary Investment Strategies
-
Core investment strategy8m 23s
-
5. Foundations: How to Measure Returns
-
Intro to measures of returns1m 48s
-
Discount rate2m 42s
-
Net present value exercise7m 34s
-
Internal rate of return2m 34s
-
Cash multiple1m 58s
-
Which measure to use?6m 3s
-
Which measure to use? Part 24m 51s
-
The terminal value5m 53s
-
Yields and cap rates8m 38s
-
-
6. Foundations: The Impact of Debt on Return
-
The amortization calculator3m 57s
-
Impact of debt summary4m 41s
-
7. Case Study #2: Advanced Rental Property Analysis
-
Intro to case studies1m 53s
-
-
8. Case Study #3: Advanced Fix and Flip Analysis
-
9. Case Study #4: Multifamily Analysis
-
Multifamily example overview4m 12s
-
Multifamily key considerations11m 14s
-
-
10. Case Study #5: Multiple Properties Portfolio Analysis
-
Multiple properties example10m 4s
-
Conclusion
-
Congrats!1m 41s
-
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.
Share this video
Embed this video
Video: Originations