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Mike Bonadies
  • Property Manager
  • Washington Twp, NJ
169
Votes |
152
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South Jersey Deal Analysis and Presentation Advice

Mike Bonadies
  • Property Manager
  • Washington Twp, NJ
Posted

Hi Bigger Pocket Community,

I am looking for some input on a deal I am presenting to a potential private money lender. To provide context my partner and I invest in rehab to rent using the BRRR strategy in the South Jersey area. I've got a private lender who is interested in funding the short-term purchase in rehab (6 month period) but would like to be walked through the financials. I walk the private lender through our process in the previous slides but I'd like BP's thoughts on the deal and how I present the analysis. I'll also have to use this to garner Refinancing from the bank when it comes time. Thoughts?

Private Lender's Analysis:

Bank's Cashflow Analysis:

Best,

Mike

Most Popular Reply

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1,405
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John Leavelle
  • Investor
  • La Vernia, TX
865
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1,405
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John Leavelle
  • Investor
  • La Vernia, TX
Replied

Howdy @Mike Bonadies

I do not see any utilities expenses in your holdings costs.  During the Rehab will you be turning on the electricity or water?  If so the cost should be included.  Did you include both Closing costs?  You will have 2 closings; The acquisition and the Refinance.

Why are you using Tax assessment versus ARV? You should be determining the Fair Market Value based on recently sold comps. Not Tax assessment. The Refinance Lender will be using the same for their appraisal. I am going to assume you are using the wrong term.

Is the Private Lender financing the whole deal?  What is the Rate and Terms of the loan?  Also what are the Refinance loan Rates/Terms?

Have you tried the BP calculator for analyzing BRRRR deals? It might help you realize some things you may have missed. Also, if you become a Pro member you can print off some professional reports including pictures.

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