Author Archives: Vess1

[Missed my last LI Live event on the Limiting Beliefs I Encountered When I First Started Underwriting? You can catch the replay HERE.] In multifamily investing, many risk factors are visible on the surface – interest rates, cap rates, rent trends, insurance costs. But one of the most dangerous risks is often the easiest to […]

[Missed my last LI Live event on the Hidden Risks Of Multifamily Loan Data? You can catch the replay HERE.] [Want to finally feel confident reviewing multifamily deals, without second-guessing every number? Take advantage of the LIMITED TIME Thanksgiving Sale – 1 Year Free Community Access With the Purchase of the Self-Paced Course.] In real estate, […]

In the last couple of years, the cost of insurance has increased exorbitantly… and in some states, losing coverage entirely is now a real risk. As someone who has spent years evaluating property acquisitions and managing risk exposure, I have learned that insurance is no longer just a line item on a spreadsheet – it […]

Student Success Story: Erin Client Background Before stepping into the world of real estate, Erin had built a successful career in the education and entertainment industries. With no formal background in real estate investing or finance, she felt overwhelmed when she first encountered the complex world of multifamily underwriting — filled with spreadsheets, financial models, […]

[If you missed my pop up live event on Preferred Equity – Yay or Nay, you can catch the REPLAY here.] In multifamily underwriting, accuracy depends on one thing above all else — the quality of your inputs. Even the best spreadsheet cannot save bad data. That is why professional lenders and underwriters often rely […]

“The lender just walked away — and we were days from close.” If you were working live deals between mid-2022 and early 2023, that sentence probably hits close to home. The volatility in that window taught a hard lesson: finance/refinance risk is very real — and it is easy to underestimate until it is staring […]

[If you missed my last LinkedIn Live Event ‘Are We There Yet?’, you can catch the Replay HERE.] You can have every unit occupied — and still miss your revenue targets. It is a disconnect that surprises newer operators and frustrates seasoned ones: the building is “full,” but the rent roll tells a different story. […]

[If you missed my last LinkedIn pop up live event on “Why Are Many Operators Not Doing This? ”, you can catch the replay HERE.] “We are not in the game of speculating where rates will go.” That one principle helped us navigate the 2022–2023 interest rate spike while others scrambled to adjust. When the […]

1. Client Background Adi is a structural and civil engineer who was initially drawn to multifamily investing by its long-term potential. However, the complexity of underwriting quickly became overwhelming. He found himself buried in spreadsheets, unable to move beyond surface-level analysis using tools that didn’t explain the “why” behind the numbers. Referred by a colleague, […]

When it comes to real estate investing, one of the most overlooked yet powerful strategies is loan assumption. However, not every assumption makes financial sense—and failing to evaluate the right factors can turn what looks like a deal into a liability. Over the years, I have seen too many investors get caught up in the […]