Peak Financing Market Watch

Peak Market Watch Podcast is streaming right now!

Tune in as our guest speaker Arleen Garza, Principal & Co-founder of REEP Equity, joins the show to share how to acquire and operate multifamily properties the right way.

Here are some of the highlights in this episode:

• Asset management is key
• Prepare for the worst-case scenario, including reserves
• Fully understand your insurance coverage
• Tax assessments in 2023
• And so much more!

Tune in now: https://anchor.fm/peakmarketwatch

Prefer the Livestream? Subscribe here: Peak Market Watch - YouTube

#peakmarketwatch #peakfinancing #multifamilyinvesting #multifamilyfinancing #commercialrealestate #commercialfinancing #realestatesyndication #multifamilyinvestingeducation #multifamilyrealestate #multifamilyproperties #acquisition #assetmanagement #propertymanagement #reserves #insurancecoverage #taxassessments

Peak Market Watch Podcast is streaming right now!

Tune in as our guest speaker Russell Gray, co-host of The Real Estate Guys™, an author, and a financial strategist, joins the show to share his expertise on how inflation impacts multifamily investments.

Here are some of the highlights in this episode:

• We are on the cusp of real fragility in the financial system
• Focus is too much on the stock markets, yet the bond market is much more important to the health of the financial system
• Inflation can turn into stagflation
• Any investment that depends on leverage is sensitive to interest rates - that includes real estate
• And so much more!

Tune in now: https://anchor.fm/peakmarketwatch

Prefer the Livestream? Subscribe here: Peak Market Watch - YouTube

#peakmarketwatch #peakfinancing #multifamilyinvesting #multifamilyfinancing #commercialrealestate #commercialfinancing #realestatesyndication #multifamilyinvestingeducation #multifamilyrealestate #richdoctor #passiveinvesting #inflation

Peak Market Watch Podcast is live right now!

Tune in as our guest speaker Tom Burns, MD, Principal and Co-Founder, Presario Ventures and author of a best-selling personal finance book Why Doctors Don’t Get Rich, joins the show to share his experience of creating passive income early on his career as an orthopedic surgeon.

Here are some of the highlights in this episode:

• High-income W2 earnings do not necessarily make your wealthy
• Started out with a single condo purchase while still in medical training
• Benefits of passive income
• Importance of seeking out a mentor
• Find the right partners
• Lesson learned
• HUD loans
• Built to rent
• And so much more!

Tune in now: https://anchor.fm/peakmarketwatch

Prefer the Livestream? Subscribe here: Peak Market Watch - YouTube

#peakmarketwatch #peakfinancing #multifamilyinvesting #multifamilyfinancing #commercialrealestate #commercialfinancing #realestatesyndication #multifamilyinvestingeducation #multifamilyrealestate #richdoctor #passiveinvesting

Peak Financing Market Watch Podcast is live right now!

Tune in as our guest speaker Kevin Day, Esq., MBA, Partner at Tresp, Day & Associates, Incorporated, joins the show to share his expertise in protecting your real estate investments.

Here are some of the highlights in this episode:

• What is the goal of asset protection
• Why asset protection should be a priority of real estate investors
• Who can benefit from offshore trusts
• How to keep your name private as a passive investor in real estate syndications
• And so much more!

Tune in now: https://anchor.fm/peakmarketwatch

Prefer the Livestream? Subscribe here: https://www.youtube.com/channel/UCzITZS52FDhGq9XOUgD6BuA...

#peakmarketwatch #peakfinancing #multifamilyinvesting #multifamilyfinancing #commercialrealestate #commercialfinancing #realestatesyndication #multifamilyinvestingeducation #l #multifamilyrealestate #assetprotection

Peak Financing Market Watch Podcast is live right now!

Tune in as our guest speaker Kay Kay Singh, Founder and CEO of Grow Rich Capital, joins the show to share his experience in diversifying your investment portfolio to help you achieve your financial goals faster and reduce your risk of losing money if one of your investments tanks.

Here are some of the highlights in this episode:

• Investing in gas stations, laundromats and multifamily
• Pros and cons of owning a gas station
• How to setup a laundromat chain despite oversaturation
• Testing multifamily as a passive investor before transitioning into GP roles
• And so much more!

Tune in now: https://anchor.fm/peakmarketwatch

Prefer the Livestream? Subscribe here: https://www.youtube.com/channel/UCzITZS52FDhGq9XOUgD6BuA...

#peakmarketwatch #peakfinancing #multifamilyinvesting #multifamilyfinancing #commercialrealestate #commercialfinancing #realestatesyndication #multifamilyinvestingeducation #l #multifamilyrealestate #investmentportfolio #diversifiedportfolio #investmentportfoliodiversification

Peak Financing Market Watch Podcast is live right now!

Tune in as our guest speaker Neal Bawa "The Mad Scientist", CEO and Founder of Grocapitus, joins the show to share his insider knowledge in data science and multifamily real estate investing.

Here are some of the highlights in this episode:

• Investing beyond multifamily: traditional multifamily, build-to-rent, new construction, value add, self storage, industrial
• Going into markets where the data shows opportunities
• Leave markets when they are no longer offering the best opportunities going forward
• Market moves and one needs to continually adapt
• Risk of value-add and new construction moved closer together so new construction has made more sense
• And so much more!

Tune in now: https://anchor.fm/peakmarketwatch

Prefer the Livestream? Subscribe here: https://www.youtube.com/channel/UCzITZS52FDhGq9XOUgD6BuA...

#peakmarketwatch #peakfinancing #multifamilyinvesting #multifamilyfinancing #commercialrealestate #commercialfinancing #realestatesyndication #multifamilyinvestingeducation #ldatascience #multifamilyrealestate

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

Jack Bosch, Managing Partner

Jack Bosch is a managing member of Orbit Investments. Jack has vast experience in real estate having negotiated, bought, sold, rehabbed, as well as owned and managed over 3,800 properties since 2002. Currently he holds a large portfolio of properties in land, single family, commercial, and large multi-family properties. After completing his Masters Degree in Business Administration, Jack and his wife Michelle, built the 3rd largest land auction company (selling only their own properties) in the United States. They also started a highly successful 7-figure real estate education company focusing on teaching others how to invest in real estate. Jack is also a #1 bestselling author of the financial literacy book "Forever Cash, break the earn-spend cycle, take charge of your life, and build everlasting wealth."

Michelle Bosch, CFO

As a key part of leadership Michelle is responsible for overseeing the company's financial ability to achieve growth goals, both now and into the ensuring future. Prior to this position, Michelle held positions as COO and CFO for Orbit Publishing, LLC. Together with her husband Jack, they have built multiple 8-figure companies, bought, sold and managed thousands of property transactions across the entire United States. Michelle holds a Masters of International Management from the prestigious Thunderbird International School of Management and a Bachelors of Business in Finance from Western Illinois University.

In this Peak Market Watch episode, Jack Bosch, Managing Partner and Michelle Bosch, CFO of Orbit Investments talk about their transition from land flippers to single family to multifamily investing.

Here are some of the highlights in this episode:

• Land flipping as a quick turnaround investment
• Single family homes as rental properties
• Scaling multifamily investments
• Importance of property management
• and so much more!

Connect with Anton Mattli

CEO of PEAK Financing

anton@peakfinancing.com

https://peakfinancing.com/

Connect with John Martinez

Director, Peak Financing

john@peakfinancing.com

https://www.disruptequity.com/

Connect with Jack and Michelle Bosch

https://orbitinvestments.com/

www.landprofitfun.com

www.landprofitgenerator.com

Podcasts

The Forever Cash Real Estate Podcast with Jack & Michelle Bosch

InFLOW with Michelle Bosch

Social Media

https://www.instagram.com/michelleboschofficial/?hl=en

https://www.facebook.com/michelle.bosch.376

https://www.facebook.com/jack.bosch

https://twitter.com/LandProfitGen

https://www.youtube.com/c/JackBoschLandProfitGenerator

https://www.instagram.com/jack.bosch/

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

Carl Whitaker is a Market Analyst for RealPage, Inc., where he blends in his passions for geography and teaching to foster a practical, applied understanding of apartment data and analysis. He specializes in creating in-depth reports and presentations to allow for easier consumption and application of data and analysis. Prior to joining RealPage, Carl was a Market Analyst for Axiometrics and an analyst for Catalyst Commercial, a Dallas-based economic development solutions firm.

In this Peak Market Watch episode, Carl Whitaker, the Director of Research & Analysis, RealPage - Nationwide market intelligence for multifamily owners and investors, joins Peak Market Watch host and CEO of Peak Financing, Anton Mattli, and Disrupt Equity Principal and co-host, Ben Suttles, as he shares an incredible multifamily market analysis on where we are at today and what the projections are for the rest of 2022 and beyond.

Here are a few highlights on what he will cover in this episode of Peak Market Watch:

• Nationally, multifamily unit absorption in 2021 was 60% greater than the previous annual peak dating back to the 1990s!
• COVID-19 certainly caused the pent-up demand in 2021.
• Trade-outs: New leases in January 2022 were up 18% from expiring lease & renewals were up 10-11%!
• Record rent growth was a combination of a catch-up from no to little increases in 2020, jump in demand, as well as inflationary pressures
• Rent growth is expected to continue in 2022 but not at 2021 levels
• Multifamily permitting did not reach pre-Great Recession levels until 2014
• Affordability A Class properties: Rent to income ratio is typically in the upper teens %
• Affordability B Class properties: Rent to income ratio is typically in the lower 20s %
• Affordability C Class properties: Rent to income ratio is still just at around 27-28%
• In summary, at a broad level, affordability is still not a significant issue at investment grade/professionally managed properties despite significant rent increases
• Delinquencies: Even during the depths of the 2020 downturn, collections were down by just 3% compared to pre-pandemic levels whereas Class C assets showed more challenges, particularly in markets that implemented renter protections.
• No expectation of an eviction "tsunami"
• Expense pressure has been very strong, particularly due to increases in payroll, insurance premiums, and property taxes
• Tight and innovative asset and property management will be crucial to keep expenses at bay - technology solutions are key to cut costs without cutting service quality
• Loss-to-lease: Still a good amount of runway to increase rents, particularly in certain sunbelt markets with record low vacancies such as Florida
• Sunbelt markets: There is an increased interest to rent in urban areas but that does not come at the expense of suburban markets - the demand is still so strong that both suburbs and urban centers in the sunbelt markets are benefitting for such demand
• Large Markets you should be watching: Raleigh Durham, NC - Mid-size market: Cape Coral, FL - Small market: Ashville, NC

Connect with Anton Mattli

CEO of PEAK Financing

anton@peakfinancing.com

https://peakfinancing.com/

Connect with Ben Suttles

Principal, Disrupt Equity

ben@disruptequity.com

https://www.disruptequity.com/

Connect with Carl Whitaker

Director of Research & Analysis, RealPage

carl.whitaker@realpage.com

http://www.realpage.com/

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

Educate Yourself Before Your First Multifamily Investment with Anthony Chara

Anthony Chara is a seasoned Real Estate investor that has investing and property management experience dating back to 1993. After 16 years working for a fortune 500 company and traveling extensively it was time for a change.  Mr. Chara gave up his lucrative Area Manager position in which he managed 35 electronic technicians in 7 states and a $3M budget so he could spend less time traveling and more time creating wealth for his family. He turned to full time Real Estate investing around 2004. He has also started several service and/or education oriented companies.

Presently, he's managing member of Apartment Mentors and founder of Success Classes. He has owned or managed several successful companies during the last 20+ years. Mr. Chara owns or has owned properties in Arizona, Colorado, Florida, Georgia, Indiana, Iowa, Kansas, Louisiana, Mississippi, Nevada, Ohio, Pennsylvania, Tennessee, Texas, Belize and Paraguay.

In this Peak Market Watch episode, Anthony Chara, Managing Member of Apartment Mentors and Founder of Success Classes, joins Peak Market Watch host and CEO of Peak Financing, Anton Mattli to discuss the importance of educating yourself before your first multifamily investment!

Anthony and Anton will also discuss:

- What to look for in a coaching program

- How to determine the rehab budget

- What one should do to analyze rent rolls and operating statements

- Why one should avoid cross collateralizations

- How to understand the recourse carve outs of non-recourse guarantees

- How to choose your investment partners

- What are the negative impacts on collections by lowering income to rent ratio

- And much more!

Anton Mattli

CEO of PEAK Financing

anton@peakfinancing.com

https://peakfinancing.com/

Anthony Chara

Managing Member of Apartment Mentors 

Founder of Success Classes

(303) 745-5525

support@successclasses.com

www.successclasses.com

Peak Financing Facebook Page - Like to receive episode updates and more!

Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!

Peak Financing Official Website - Peak Market Watch Episodes

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

Ground-Up Development - The Ultimate Value-Add Strategy with Shannon Robnett

Shannon has been in the real estate industry for over 40 years. He has been involved from start to finish on over $250MM in construction projects covering the gamut from multi family, professional office buildings to City halls, fire and police stations, schools, industrial and mini storage. As a developer with over 25 years of personal and hands-on development and construction experience, few in this industry are more dedicated to delivering numerous passive income streams to their syndicate partners. Along with my knowledgeable and dedicated team, we at Shannon Robnett Industries (SRI) create a second-to-none investor experience.

In this Peak Market Watch episode, Shannon Robnett, CEO of Shannon Robnett Industries, joins Peak Market Watch host and CEO of Peak Financing, Anton Mattli, to share his insider knowledge into multifamily ground-up development!

Here's What You'll Learn in This Episode of Peak Market Watch

-Get insight into a multifamily ground-up development and how this proves to be the ultimate "value add" opportunity for investors
-Insight into hot markets for existing multifamily properties selling above replacement cost where construction would make sense
-An understanding into ground-up developments tax credits
-The most crucial aspects to a successful ground-up development deal
-A look into 2022 return investor return expectations
-And so much more!

Anton Mattli

CEO of PEAK Financing

anton@peakfinancing.com

https://peakfinancing.com/

Shannon Robnett

CEO of Shannon Robnett Industries

www.shannonrobnett.com

www.myverticalequity.com

Peak Financing Facebook Page - Like to receive episode updates and more!

Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!

Peak Financing Official Website - Peak Market Watch Episodes

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

Dallas Fort Worth Multifamily Market Update with Todd Franks of Greystone

Todd’s career in commercial real estate brokerage began in 2000 by specializing in the representation of multi-family Sellers. Over the past 20+ years, Todd has facilitated the development, redevelopment, disposition, acquisition, and repositioning of hundreds of A, B, and C – Class multi-family and commercial assets (totaling more than $1,700,000,000), in the Dallas/Fort Worth market as well as secondary and tertiary markets across North Texas, New Mexico, Arkansas, and Oklahoma. When Todd left his previous firm in 2014, he was acknowledged as the all-time top producer. Shortly after, Todd opened the SVN | Investment Sales Group office in Dallas, TX and has been recognized as one of the top five advisors in the world (SVN 2015) while the office was recognized as the #1 office in the Southwest Region (SVN 2015, 2016 & 2017). After 5 successful years with SVN Todd moved his office affiliation from SVN to Greystone allowing the office to leverage their Capital Markets Platform and better serve his clients. Todd was recognized in D-Magazine as one of DFW’s Power Brokers in 2019 & 2020. His list of clients includes Trammel Crow Residential Development, Strategic Property Investment (SPI), Highland Capital, Tricon, Fort Worth Housing Solutions (FWHS), American Homes For Rent (AHFR), CW Capital, LNR Partners, C-III, Midland Loan Services, Orix Capital Markets, Imperial Bank, City National Bank, La Jolla Bank as well as numerous institutions, family offices, partnerships and individual owners, lenders, and special servicers.

Todd obtained his CCIM in 2012 and is regularly interviewed and featured in local and national commercial real estate publications such as “The New York Times,” “The Dallas Morning News,” “Dallas Business Journal,” “Globe Street” and “Bisnow.” He has also served as an expert witness in trials that require multi-family and financing expertise. In 2011, Todd became the youngest founder in the acquisition of “Texas Republic Bank” which has matured from $22,000,000 to now over $260,000,000 in assets. Todd also owns 4 apartment communities, 1 assisted living community, and multiple SFR properties. 

In this Peak Market Watch episode, Todd Franks, Executive Managing Director of Greystone Sales Group, joins Peak Market Watch host and CEO of Peak Financing, Anton Mattli, and co-host John Martinez to discuss a multifamily market overview in Dallas Fort Worth!

Our speakers will also discuss:

• Concerns in multifamily properties financed with bridge loans
• The Drop-in qualified bidders
• Potential tax hikes caused property owners to sell
• 1031 capping will reduce sales volum
• How urban cores negatively affected by COVID-19
• Student housing
• Hotel conversions
• And more

Anton Mattli

CEO of PEAK Financing

anton@peakfinancing.com

https://peakfinancing.com/

Todd Franks

Executive Managing Director

972.916.9397

todd.franks@greystoneisg.com

Peak Financing Facebook Page - Like to receive episode updates and more!

Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!

Peak Financing Official Website - Peak Market Watch Episodes

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

Conservative Passive Real Estate Investing in an Unpredictable Market with Jeremy Roll

Jeremy Roll started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members.

Jeremy has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes only), and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size.

Today, Jeremy will share his strategies for conservative passive real estate investing in an unpredictable market!

Anton and Jeremy will discuss:

• Predictable cash flow
• Look at other markets generating better cash on cash returns
• Investing in various alternative assets
• Set cash flow target depending on where the cycle is at
• Unique opportunities such as tax-credit/tax abatement deals
• Unpredictability of where the cycle turns
• Hospitality challenges
• Major concern: Low GDP growth due to debt overhang
• Shadowstats.com - Excellent site that discusses real vs. published inflation

Anton Mattli

CEO of PEAK Financing

anton@peakfinancing.com

https://peakfinancing.com/

Jeremy Roll

Founder and President of Roll Investment Group

Co-Founder of For Investors By Investors (FIBI)

Advisor for Realty Mogul

jroll@rollinvestments.com

Peak Financing Facebook Page - Like to receive episode updates and more!

Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!

Peak Financing Official Website - Peak Market Watch Episodes

Follow PEAK Financing

FB: https://www.facebook.com/peakfinancing/

Twitter: http://www.twitter.com/peak_financing

LinkedIn: https://www.linkedin.com/company/peak-financing/

Instagram: https://www.instagram.com/peakfinancing/

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

Real Estate Investing in the United States as a Canadian with Victor Menasce

Victor Menasce is a seasoned executive having held senior roles in both private and public technology companies (Applied Micro Circuits, Tundra Semiconductor, Somerset Technologies, Wavesat, and Nortel Networks). More recently, Victor has specialized in real estate development projects across the US and Canada as the Managing Partner at US Real Estate Partners. His projects include in-fill apartment buildings in Chicago and Philadelphia, land development in Toronto, and workforce housing and apartment complexes in Louisiana. 

Victor is the author of two books on investing. His most recent book, “Magnetic Capital” has received critical acclaim from notable specialists in raising capital and business development.  A frequent guest on radio and TV, he is called upon to speak on investment strategy. He’s the host of the Real Estate Espresso podcast.

Today, Victor will share his expertise and experience as a US real estate investor from Canada. He also talks about his new book, Magnetic Capital, that shows how to raise capital for any venture whether it is in the USA, Canada, or anywhere in the world!

Anton and Victor will discuss:

• Investing in the USA out of Canada
• Picking markets based on the best upside opportunities
• Price appreciation over the last decade caused him to shift from value add acquisitions to developments
• Building what the market wants, whether it is multifamily or single family/town homes
• Differences of developing in Canada vs. USA
• Assembling the right team is crucial
• How to be on the winning side of inflation
• How to build lasting relationships with partners and investors
• 5 key elements to successful money raising

Anton Mattli

CEO of PEAK Financing

anton@peakfinancing.com

https://peakfinancing.com/

Victor Menasce

Managing Partner

US Real Estate Partners

Author

Magnetic Capital

Host

The Real Estate Espresso Podcast

www.victorjm.com

Peak Financing Facebook Page - Like to receive episode updates and more!

Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!

Peak Financing Official Website - Peak Market Watch Episodes

Follow PEAK Financing

FB: https://www.facebook.com/peakfinancing/

Twitter: http://www.twitter.com/peak_financing

LinkedIn: https://www.linkedin.com/company/peak-financing/

Instagram: https://www.instagram.com/peakfinancing/

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

Current State and Direction of Dallas Fort Worth Multifamily Market with Mark Allen of Greystone

From West Point graduate to top multifamily broker, Mark entered the world of investment real estate in 2009 during the recession and has been involved in the acquisition, renovation, management and disposition of a over $1B in real estate. Today, he focuses on Multifamily owner representation, leveraging his military operation, sales, marketing and real estate investment experience to provide superior service for his clients.

In his first year as a broker, Mark helped broker $176M in transaction volume (3000+ units) and was recognized as the SVN “Rookie of the Year”. In 2018, he was awarded SVN “Broker of the Year” and promoted to Executive Director. In the same year, Mark was named the DFW Commercial Real Estate “Rookie of the Year” by DCEO Magazine. He has been recognized by DCEO Magazine as a Top Commercial Real Estate Broker in DFW in each year since 2018. Also, Connect Media recognized him as a 2019 Next Generation award winner due to his success in the real estate industry

In this Peak Market Watch episode, Mark will share his views on the current state and direction of the Dallas Fort Worth multifamily market.

Mark Allen, Anton Mattli, and John Martinez discuss:

• Recovery from COVID-19 uncertainty
• Rent and revenue growth 
• Price appreciation 
• Tax changes
• Expectations for 2021
• And so much more!

Anton Mattli

CEO of PEAK Financing

anton@peakfinancing.com

https://peakfinancing.com/

John Martinez

john@peakfinancing.com

https://peakfinancing.com/

Mark Allen

Executive Managing Director

972.865.6328

mark.allen@greystoneisg.com

https://greystoneisg.com/

Peak Financing Facebook Page - Like to receive episode updates and more!

Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!

Peak Financing Official Website - Peak Market Watch Episodes

Follow PEAK Financing

FB: https://www.facebook.com/peakfinancing/

Twitter: http://www.twitter.com/peak_financing

LinkedIn: https://www.linkedin.com/company/peak-financing/

Instagram: https://www.instagram.com/peakfinancing/

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

Real Estate Notes Investing with Jim Griffin

Jim Griffin is the Managing Director of Glastonbury Thorn. His real estate investments span across house flipping, wholesale, rentals and notes. He holds an MBA from the University of Minnesota, where he was formally recognized as the top-ranked graduate in 1998, with straight A’s. Later, he was the President of Toshiba America Business Systems in South America. After that, he ran a contact center business in the Philippines, building the business from 2,000 to 4,000 employees. In addition to running Glastonbury Thorn, Jim is a faculty member at the UT Austin McCombs graduate program in business analytics.

Glastonbury Thorn is a note buying company located in Tucson, AZ.  They work with private investors and national companies to buy notes here in Arizona and

Today, Jim will discuss benefits behind investing in real estate notes.

Anton Mattli

CEO of PEAK Financing

anton@peakfinancing.com

https://peakfinancing.com/

Jim Griffin

Managing Director

Glastonbury Thorn

https://gthorn.com/

Peak Financing Facebook Page - Like to receive episode updates and more!

Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!

Peak Financing Official Website - Peak Market Watch Episodes

Follow PEAK Financing

FB: https://www.facebook.com/peakfinancing/

Twitter: http://www.twitter.com/peak_financing

LinkedIn: https://www.linkedin.com/company/peak-financing/

Instagram: https://www.instagram.com/peakfinancing/

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

Andrew Rybczynski is a Managing Consultant at CoStar Group and leads a team of consultants with quantitative skills in order to provide market intelligence on commercial real estate markets, especially multifamily. He creates new sales opportunities for CoStar Portfolio Strategy by developing tools to analyze user’s search behavior on Apartments.com. He also manages and advises portfolios of high-value clients pursuing investments in commercial real estate.

Andrew researches and writes on real estate trends, including contributions to the Journal of Portfolio Management and CoStar’s Real Estate Portfolio Strategist. He gives opinions and provides relevant data to media outlets including The Wall Street Journal, The New York Times, and National Real Estate Investor.

Today, Andrew will discuss the latest multifamily real estate market trends.

In this episode, we will cover:

• The eviction moratorium
• Affordable housing
• Market trends - increase in single-family and suburban areas
• Rent growth post-COVID
• How working from home has affected the multifamily and office, asset classes
• Hot markets in terms of state - Florida, Texas
• Impact of business regulations on the housing market

Anton Mattli

CEO of PEAK Financing

anton@peakfinancing.com

https://peakfinancing.com/

Andrew Rybczynski

Managing Consultant

CoStar Group

www.costargroup.com

Peak Financing Facebook Page - Like to receive episode updates and more!

Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!

Peak Financing Official Website - Peak Market Watch Episodes

Follow PEAK Financing

FB: https://www.facebook.com/peakfinancing/

Twitter: http://www.twitter.com/peak_financing

LinkedIn: https://www.linkedin.com/company/peak-financing/

Instagram: https://www.instagram.com/peakfinancing/

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

Multifamily Real Estate Development and Asset Management with Sam Bates

Sam Bates is the founder and CEO of Bates Capital Group and co-founder and managing partner of Trinity Capital Group. Sam started his real estate journey in 2009 and has been directly involved in the acquisition, reposition, disposition, and asset management of over $100,000,000 in AUM. His portfolio currently has 749 units in Texas, Mississippi, and Georgia. Sam and his partners have roughly another 250 units in the pipeline to be developed.

Sam spent over a decade in Corporate America working in various consulting, finance, and accounting positions. He quickly realized a W-2 job was not going to satisfy his desire to help people improve their lives. Once Sam started investing in real estate, he quickly realized how powerful real estate is and decided this was how he wanted to help others meet their goals and create generation wealth to leave their legacy.

Today, Sam will share his experience in multifamily real estate investing in today's economic climate. Sam brings listeners insight into his recent experience in multifamily real estate development and his recent acquisition in the Florida Market. Sam also shares his knowledge in multifamily asset management! 

Sam Bates, Anton Mattli, and John Martinez discuss:

• Multifamily real estate development investing
• Multifamily real estate Florida market overview - prices, taxes, & more
• Multifamily asset management - reducing expenses, fees, and adding value to tenants!

Anton Mattli

CEO of PEAK Financing

anton@peakfinancing.com

https://peakfinancing.com/

John Martinez

john@peakfinancing.com

https://peakfinancing.com/

Sam Bates

Bates Capital Group

Info@BatesCapitalGroup.Com

http://batescapitalgroup.com/

Trinity Capital Group

Sam@TrinityCapitalTexas.Com

https://www.trinitycapitaltexas.com/

Peak Financing Facebook Page - Like to receive episode updates and more!

Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!

Peak Financing Official Website - Peak Market Watch Episodes

Follow PEAK Financing

FB: https://www.facebook.com/peakfinancing/

Twitter: http://www.twitter.com/peak_financing

LinkedIn: https://www.linkedin.com/company/peak-financing/

Instagram: https://www.instagram.com/peakfinancing/

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

Scaling Wealth through ERQP Real Estate Investing with Damion Lupo

Damion Lupo is a best selling author in personal finance and the creator of Black Belt Wealth. He began his career as an entrepreneur at a very early age and over the years has successfully operated various businesses from financial consulting, real estate, insurance, among others. Damion also has a 5th degree black belt which entitled him to become an American Sensei. He then founded Yokido, a mash of yoga and aikido that helps him focus and be present.

Today, Damion will discuss what eQRP®️ or Enhanced Qualified Retirement Plan is all about, its benefits, and how it can be used to invest in real estate - tax and penalty free!

Anton Mattli

CEO of PEAK Financing

anton@peakfinancing.com

https://peakfinancing.com/

Damion Lupo

Black Belt Wealth

https://damionlupo.com/

Peak Financing Facebook Page - Like to receive episode updates and more!

Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!

Peak Financing Official Website - Peak Market Watch Episodes

Follow PEAK Financing

FB: https://www.facebook.com/peakfinancing/

Twitter: http://www.twitter.com/peak_financing

LinkedIn: https://www.linkedin.com/company/peak-financing/

Instagram: https://www.instagram.com/peakfinancing/

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

The Legalities of Real Estate Syndication with Mauricio Rauld, Esq.

Mauricio Rauld, Esq. is the founder and CEO of Premier Law Group. He graduated at The University of California at Berkeley and obtained his Juris Doctorate degree from Loyola Law School in Los Angeles. With more than 18 years of experience, Mauricio is a nationally recognized expert on private placements specializing in Reg D exempt offerings. He regularly travels around the country to educate investors about the securities law.

Today, Mauricio will discuss The Legalities of Real Estate Syndication. The Securities Law is overwhelming for most investors. Mauricio will break down what investors NEED to know when it comes to structuring a real estate syndication and raising capital legally in this business!

Anton Mattli

CEO of PEAK Financing

anton@peakfinancing.com

https://peakfinancing.com/

Mauricio Rauld, Esq.

Founder and CEO

Premier Law Group

http://www.premierlawgroup.net/

Peak Financing Facebook Page - Like to receive episode updates and more!

Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!

Peak Financing Official Website - Peak Market Watch Episodes

Follow PEAK Financing

FB: https://www.facebook.com/peakfinancing/

Twitter: http://www.twitter.com/peak_financing

LinkedIn: https://www.linkedin.com/company/peak-financing/

Instagram: https://www.instagram.com/peakfinancing/

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

Multifamily Market Overview - Cap Rates, Transactions, & More! with Beau Beery

Beau Beery, CEO of Beau Beery Multifamily Advisory, has been in the commercial real estate business in Florida since 1999. He has a Bachelor’s degree in Marketing and a Master of Science degree in Real Estate from the University of Florida. Beau is also a Certified Commercial Investment Member (CCIM).

Today, Beau will discuss the current state of the multifamily market. You'll hear all about changes in transaction volume, cap rates, taxes, and insurance, and more! Don't miss this state of the market info relevant to multifamily investors and operators!

Anton Mattli

CEO of PEAK Financing

anton@peakfinancing.com

https://peakfinancing.com/

Beau Beery

Owner/Broker

Beau Beery Multifamily Advisors

beau@beaubeery.com

https://www.beaubeery.com/

Peak Financing Facebook Page - Like to receive episode updates and more!

Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!

Peak Financing Official Website - Peak Market Watch Episodes

Follow PEAK Financing

FB: https://www.facebook.com/peakfinancing/

Twitter: http://www.twitter.com/peak_financing

LinkedIn: https://www.linkedin.com/company/peak-financing/

Instagram: https://www.instagram.com/peakfinancing/

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

Investing in Mortgage Notes - A Strategy for Real Estate Investors to Build Wealth and Passive Income With Jorge Newbery

Jorge P. Newbery is Founder and CEO of American Homeowner Preservation LLC, which crowdfunds the purchase of nonperforming mortgages from banks at big discounts, then shares the discounts with struggling homeowners. A 2004 natural disaster triggered the financial collapse of Newbery’s former business, leaving him with $26 million in debts he could not pay. Newbery rebuilt himself through AHP, sharing what he learned from his challenges to help families at risk of foreclosure stay in their homes. Today, Jorge will discuss how to use crowdsourced funds to purchase past due loans at a discount as well as provide insight into what financing looks like in the single family space and how the housing market has been affected by Covid-19! 

Anton Mattli

CEO of PEAK Financing

anton@peakfinancing.com

https://peakfinancing.com/

Jorge Newberry

Founder and CEO

American Homeowner Preservation LLC

info@ahpservicing.com

https://ahpservicing.com/

Peak Financing Facebook Page - Like to receive episode updates and more!

Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!

Peak Financing Official Website - Peak Market Watch Episodes

Follow PEAK Financing

• FB: https://www.facebook.com/peakfinancing/
  
• Twitter: http://www.twitter.com/peak_financing
  
• LinkedIn: https://www.linkedin.com/company/peak-financing/
  
• Instagram: https://www.instagram.com/peakfinancing/
  

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

Tax Benefits Of Cost Segregation With Yonah Weiss

In this episode, Yonah Weiss, Business Director and Cost Segregation Expert of Madison SPECS, will give vital information on Cost Segregation and how investors may benefit from it.

We will be walking through:

- What is cost segregation and its considerations

- When to do cost segregation, and when not to

- When should a sponsor or an owner reach out

- Types of properties that cost segregation are most beneficial on

Anton Mattli

CEO of PEAK Financing

anton@peakfinancing.com

https://peakfinancing.com/

Yonah Weiss

Business Director and Cost Segregation Expert

Madison SPECS

info@madisonspecs.com

https://madisonspecs.com/

Peak Financing Facebook Page - Like to receive episode updates and more!

Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!

Peak Financing Official Website - Peak Market Watch Episodes

Follow PEAK Financing

• FB: https://www.facebook.com/peakfinancing/
  
• Twitter: http://www.twitter.com/peak_financing
  
• LinkedIn: https://www.linkedin.com/company/peak-financing/
  
• Instagram: https://www.instagram.com/peakfinancing/
  

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

We are thrilled to introduce Jeremy Goodrich, Owner of Shine Insurance, as our featured guest speaker. Anton Mattli will dive into Jeremy's specializations in marketing and in making commercial real estate insurance smart & simple.

YOU CAN ALSO FIND OUR EPISODES HERE:

• Peak Financing Facebook Page - Like to receive episode updates and more!
• Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!
• Peak Financing Official Website - Peak Market Watch Episodes
  

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

We are thrilled to introduce Paul Moore, Founder and Managing Partner of Wellings Capital, as our featured guest speaker. Anton Mattli, and John Martinez will dive into Paul's transition to mobile home parks and self storage facilities, and how he began investing in real estate in 2000 to protect and grow his own wealth.

YOU CAN ALSO FIND OUR EPISODES HERE:

• Peak Financing Facebook Page - Like to receive episode updates and more!
• Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!
• Peak Financing Official Website - Peak Market Watch Episodes

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

We are thrilled to introduce Prashant Kumar, Founder and Managing Partner of My Realty Gains Management LLC, as our featured guest speaker. Anton Mattli, and Abel Pacheco will dive into Prashant's experience in sourcing multifamily properties, analyzing deals, negotiating, contracts, and closing the deal.

YOU CAN ALSO FIND OUR EPISODES HERE:

• Peak Financing Facebook Page - Like to receive episode updates and more!
• Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!
• Peak Financing Official Website - Peak Market Watch Episodes
  

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

We are thrilled to introduce DJ McClure, Director of Account Management of National Flood Experts, as our featured guest speaker. Anton Mattli will dive into DJ' expertise in client consultation in commercial real estate to be able to find creative cost-saving solutions for their flood zone properties as part of their overall value-add strategy.

YOU CAN ALSO FIND OUR EPISODES HERE:

• Peak Financing Facebook Page - Like to receive episode updates and more!
• Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!
• Peak Financing Official Website - Peak Market Watch Episodes

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

For this episode of Peak Market Watch, We are thrilled to introduce Gene Trowbridge, Founding Partner of Trowbridge Law Group and a Senior CCIM Instructor, as our featured guest speaker. Anton Mattli will dive into Gene's broad knowledge in the world of real estate and syndication, being in the space for over 40 years!

YOU CAN ALSO FIND OUR EPISODES HERE:

• Peak Financing Facebook Page - Like to receive episode updates and more!
• Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!
• Peak Financing Official Website - Peak Market Watch Episodes
  

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

For this episode of Peak Market Watch, Our guest speaker Hunter Jarvis from Legacy Home Buyers, LLC and previous Director of Acquisitions at BPH Capital. We discussed his expertise in underwriting massive commercial real estate deals and his own perspectives in buying and selling during COVID-19.! 

YOU CAN ALSO FIND OUR EPISODES HERE:

• Peak Financing Facebook Page - Like to receive episode updates and more!
• Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!
• Peak Financing Official Website - Peak Market Watch Episodes

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

For this episode of Peak Market Watch, we will be discussing multifamily investing in Houston, Texas! Robert Martinez from Rockstar Capital will be sharing insight into what markets in Houston he likes and why, along with his insight into what the Houston multifamily market is looking like today!

YOU CAN ALSO FIND OUR EPISODES HERE:

• Peak Financing Facebook Page - Like to receive episode updates and more!
• Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!
• Peak Financing Official Website - Peak Market Watch Episodes
  

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

For this episode of Peak Market Watch, we will be discussing Build Wealth by Scaling Your Multifamily Investments! Jorge Abreu from Elevate Commercial Investment Group shares his knowledge on scaling multifamily investments to build wealth and some helpful information about property management.

YOU CAN ALSO FIND OUR EPISODES HERE:

• Peak Financing Facebook Page - Like to receive episode updates and more!
• Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!
• Peak Financing Official Website - Peak Market Watch Episodes
  

Leasing Commercial Real Estate Space: Best Practices for Landlords, Property Managers & Real Estate Brokers - PMW#11

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

For this episode, we are very excited to introduce Alan Callioni, Managing Director of David Realty Partners, as our featured guest speaker. Anton Mattli will dive into Alan's world of leasing commercial real estate spaces. Alan will give us best practices for landlords, property managers & real estate brokers!

YOU CAN ALSO FIND OUR EPISODES HERE:

• Peak Financing Facebook Page - Like to receive episode updates and more!
• Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!
• Peak Financing Official Website - Peak Market Watch Episodes
  

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

For this episode of the Peak Financing Market Watch podcast, we are very excited to have Martha Weidmann as a guest speaker! Anton Mattli, together with this week's co-host John Martinez, will discuss dollar value reasons to install art in your commercial real estate!

YOU CAN ALSO FIND OUR EPISODES HERE:

• Peak Financing Facebook Page - Like to receive episode updates and more!
• Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!
• Peak Financing Official Website - Peak Market Watch Episodes
  

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

Learn our Multifamily investing strategy in 2021! After the uncertainty of 2020, is 2021 the right time to invest in multifamily real estate?

We are very excited to have Bruce "Apt-Guy℠" Petersen as a guest speaker on Peak Market Watch! Bruce Petersen and Anton Mattli, together with this week's co-host Abel Pacheco, will discuss multifamily investing in 2021!

YOU CAN ALSO FIND OUR EPISODES HERE:

• Peak Financing Website - Peak Market Watch Page
• PF Facebook Page - Like to receive episode updates and more!
• PF YouTube Channel - Subscribe to receive episode updates and recently featured!
  

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

We are very excited to have James Kynes Jr. as a guest speaker! CEO of Peak Financing Anton Mattli, together with this week's co-host Abel Pacheco, will delve into James' insight into the tenant and landlord relationship during COVID-19. James will give us insider knowledge on the state of the retail & office market in Atlanta from a tenant rep's perspective!

YOU CAN ALSO FIND OUR EPISODES HERE:

• https://www.facebook.com/peakfinancing/
• https://www.youtube.com/channel/UCzITZS52FDhGq9XOUgD6BuA?sub_confirmation=1
• https://peakfinancing.com/peak-market-watch/

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

For our upcoming Peak Market Watch, we are excited to have Glenn D. Esterson, Vice President of Investments at Marcus & Millichap on as a guest speaker! 

Peak Market Watch host and CEO of Peak Financing, Anton Mattli will dive into what Glenn is seeing in changes to seller and buyer behaviors. Glenn will provide tips for buyers to negotiate/win deals in the current environment and give you insight into his specialty market: Mobile Home Park Investing!

OUR GUEST SPEAKER

• Glenn D. Esterson, Vice President of Investments at Marcus & Millichap
• glenn.esterson@marcusmillichap.com
• https://www.marcusmillichap.com/
• https://www.themhpexpert.com/

HOST

• Anton Mattli, CEO of Peak Financing
• anton@peakfinancing.com
• https://peakfinancing.com/

YOU CAN ALSO FIND OUR EPISODES HERE:

• Peak Financing Facebook Page - Like to receive episode updates and more!
• Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!
• Peak Financing Official Website - Peak Market Watch Episodes

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

For this episode of Peak Market Watch, we are excited to have Al Silva on as a guest speaker! 

Peak Market Watch host and CEO of Peak Financing Anton Mattli, accompanied by this week's co-host Feras Moussa, will dive into what Al is currently seeing in volume this year vs. last year, changes in seller and buyer behavior, variances from submarket to submarket in terms of property performance and CRE Markets Expectations for the rest of 2020 and 2021.

OUR GUEST SPEAKER

• Al Silva, Senior Managing Director of Investments at Marcus & Millichap
• al.silva@marcusmillichap.com
• https://www.marcusmillichap.com/

HOST

• Anton Mattli CEO of Peak Financing
• anton@peakfinancing.com
• https://peakfinancing.com/

CO-HOST

• Feras Moussa
• feras@disruptequity.com
• https://www.disruptequity.com/

YOU CAN ALSO FIND OUR EPISODES HERE:

• Peak Financing Facebook Page - Like to receive episode updates and more!
• Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!
• Peak Financing Official Website - Peak Market Watch Episodes

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

For this episode of Peak Market Watch, we are excited to have Colin Cross on as a guest speaker! 

Peak Market Watch host and CEO of Peak Financing Anton Mattli, accompanied by this week's co-host Feras Moussa, will dive into what Colin is currently seeing within agency and bridge loans. Colin will be breaking down the advantages and disadvantages of fixed rates vs. variable (floating) rate loan programs, how sponsor track record and experience are more crucial than ever for both agency and bridge loan, why P&I escrowing will likely stay in place for a while, and why agency loan volume (Fannie Mae & Freddie Mac) has been very strong in 2020 despite COVID-19.

OUR GUEST SPEAKER

• Colin Cross, Managing Director at Hunt Real Estate Capital
• colin.cross@huntrealestatecapital.com
• https://huntrealestatecapital.com/

HOST

• Anton Mattli CEO of Peak Financing and Host of Peak Market Watch
• anton@peakfinancing.com
• https://peakfinancing.com/

CO-HOST

• Feras Moussa
• feras@disruptequity.com
• https://www.disruptequity.com/

YOU CAN ALSO FIND OUR EPISODES HERE:

• Peak Financing Facebook Page - Like to receive episode updates and more!
• Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!
• Peak Financing Official Website - Peak Market Watch Episodes

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

For this episode of Peak Market Watch, we are excited to have Zar Haro on as a guest speaker!

Peak Market Watch host and CEO of Peak Financing Anton Mattli, accompanied by this week's co-host Abel Pacheco, will dive into what Zar is currently seeing within San Antonio, Corpus Christi, and Rio Grande Valley markets. Zar will be breaking down commercial property performances despite COVID-19 and the oil/gas slow down, how buyer interests are changing, impacts he is seeing from the changes in lending, as well as why secondary & tertiary markets make it easy for multifamily real estate investors to achieve double-digit returns!

OUR GUEST SPEAKER

• Zar Haro, Managing Director at NorthMarq
• zharo@northmarq.com
• https://www.northmarq.com/

HOST

• Anton Mattli, CEO of Peak Financing
• anton@peakfinancing.com
• https://peakfinancing.com/

CO-HOST

• Abel Pacheco, Senior Debt Advisor at Peak Financing
• abel@peakfinancing.com
• https://peakfinancing.com/

YOU CAN ALSO FIND OUR EPISODES HERE:

• Peak Financing Facebook Page - Like to receive episode updates and more!
• Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!
• Peak Financing Official Website - Peak Market Watch Episodes

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request

For our first episode of Peak Market Watch, we are excited to have Jon Krebbs on as a guest speaker! Jon Krebbs is an incredible commercial real estate broker that covers multiple MSAs (DFW, Austin, San Antonio, Houston, Oklahoma City/Tulsa)!

Peak Market Watch host and CEO of Peak Financing Anton Mattli, accompanied by this weeks co-host John Martinez, will dive into what John is currently seeing in the market regarding cap rates, discounts from COVID-19, changes in the buying pool, impacts from the changes in lending, as well as why the San Antonio market is outperforming many of other markets for his clients!

OUR GUEST SPEAKER

• Jon Krebbs, Managing Partner at The Multifamily Group
• jon.krebbs@multifamilygrp.com
• https://multifamilygrp.com/

HOST

• Anton Mattli, CEO of Peak Financing
• anton@peakfinancing.com
• https://peakfinancing.com/

CO-HOST

• John Martinez, Director at Peak Financing
• john@peakfinancing.com
• https://peakfinancing.com/

YOU CAN ALSO FIND OUR EPISODES HERE:

• Peak Financing Facebook Page - Like to receive episode updates and more!
• Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured!
• Peak Financing Official Website - Peak Market Watch Episodes