American IRA will be hosting Rob Stanley of Shining Rock Equity for a webinar on how professional investors evaluate private real estate credit opportunities. Drawing from the underwriting process used within a $50 million fund, Rob will share real-world examples of how deals are assessed for risk, return potential, sponsor strength, and downside protection.

The discussion explores why only a small percentage of potential investments ultimately receive funding, where credit investments fit within the capital stack, and what protections investors should consider. Attendees will also learn practical due diligence questions they can use when evaluating private real estate opportunities.

What You’ll Learn

Underwrite the Deal:  Go behind the scenes of professional real estate underwriting to see how an investment is evaluated before capital is committed. Rob will explain the financial metrics, property fundamentals, assumptions, and risk factors that help determine whether a deal moves forward or gets rejected.

Evaluate the Sponsor:  A strong property does not automatically make a strong investment. Learn how professional underwriters evaluate the people behind a deal, including their experience, track record, financial strength, assumptions, and ability to execute when conditions do not go according to plan.

Protect the Downside:  Understand where real estate credit can sit within the capital stack and why that position matters when evaluating risk. Rob will discuss the structures, protections, and warning signs professional investors examine while also explaining why seemingly attractive opportunities sometimes fail the due diligence process.

Register to Access:

• Early Access Recording.

• A First Look at What’s in The Works.

• Get Expert Answers.

Save the Date: October 7th at 12:00 PM ET