HDYK How to Underwrite an Investment (part 2) | DD Curriculum

Hans Box started his career at PWC in tax and strategy consulting for Fortune 500 companies.  He transitioned to real estate investing and has been directly involved in the acquisition, investment, and management of over $350MM in multifamily and self-storage assets, asset managed ~3,700 multifamily units and has been the GP in ~4,300 multifamily units and ~2,700 units of self-storage. On top of that, he is an active LP investor, having invested in 60+ different LP opportunities, spanning all asset classes.In Part 1 of this 2 part series we discuss: Key definitions and termsEvaluating SponsorsEvaluating the proformaConsiderations for tax, insurance, rent and occupancy In Part 2 of this series we cover: How to consider comparable properties Comparing the profit and loss statement Understanding the true cash flow Why the financing structure is most important Typical fee structures DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.