Tuesday, January 5, 2021

What Advice Would You Give For First Time Investor? - Brandon Moulton

https://u109893.h.reiblackbook.com/generic11/the-storage-stud/what-advice-would-you-give-for-first-time-investor-brandon-moulton/
“Let’s talk.” – this is the advice that Brandon Moulton would like to give to an investor who is willing to utilize hard money for the first time.

For him, there is a need for a proper conversation, they have to make sure that they are doing it for the right reasons. It is not just a simple thing to discuss at a cocktail party. You need to be prepared for all the possible scenarios on how this will be done. Because finding contractors, properties, and passing inspections is not for the faint of heart.

You need to have a good team around you to initially get through the process. It starts with a good real estate broker and a good contractor because this could make or break you.

Continue watching this video to hear the full details of Brandon’s advice.

Fernando O. Angelucci is Founder and President of Titan Wealth Group. He also leads the firm’s finance and acquisitions departments. Fernando Angelucci and Steven Wear founded Titan Wealth Group in 2015, and under his leadership, the firm’s revenue has grown over 100% year over year. Today,

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Fernando Angelucci (00:00):
So, we've seen them, you know, the market's been really great for real estate, especially even going into COVID. And I think the main reason for that is there's just low inventory. There's just no deals out there. Same thing on the flip side for the homeowners are I'm seeing ARV's going up because of the low inventory. I don't think that's going to last very long. But because of that, I have seen a lot of newer investors, jump into the space, start to look to leverage their money and start looking at utilizing hard money. So, what's some advice you'd give to say a newer real estate investor looking to utilize hard money for the first time?

Brandon Moulton (00:50):
Let's talk, let's have a conversation about why we're doing this and really make sure we're in it for the right reasons. And it's not just a good thing to discuss at a cocktail party. But that you're actually, really ready to live and breathe. You know, what this takes to get done, because fighting with contractors, finding properties, passing inspections, isn't for the fan of heart, by any stretch of the imagination. So, you really got to have a good team around you to get through it, initially. And I think it starts with you know, a good real estate broker, a good contractor in particular that can make or break you. And then you know, from there, if you're willing to, you know, continue to take the next steps and you know, we've got some to talk about, but a real solid team is what it takes to get you off the ground here.

Fernando Angelucci (01:46):
Okay. So, real solid team, that sounds like it's super important. What type of pre-work can an investor start doing to make themselves more attractive as a borrower to say Renovo? What things can they be doing with, you know, reserves, with credit, with finances? Those types of things.

Brandon Moulton (02:11):
Well, for the new guys, know your numbers, it's a really disappointing conversation when somebody tells me, Hey, I want to get into real estate. And then you start to ask them, you know, what do you look like on paper? What do you make annually? And they say, I don't know, you know, what do you have in the bank? It depends on the day. Those types of answers are just not going to fly well. It really makes a call short, my opinion because if you don't know your numbers, I'm not going to know them either. And you should be looking at us, as the lender, as your biggest investor. We're going to be putting up over 80% of the money in some instances. So, come prepared and have a good business plan.

Brandon Moulton (02:58):
And you should also be seeking out mentors and folks in the industry that are actually doing these types of deals. And maybe you can start, you know, as an equity investor putting into their deals, so you can shadow them and kind of see how things work. And then, the second piece I would say is start to, you know, run a lot of the different scenarios on different deals and track your neighborhoods and what your business path could look like. And then start to talk with maybe your friends and family on their first deal. So, there's a little bit less pressure going into it. And your first deal. So, friends and family is a good way to get started. I've also seen people, you know, buy a property and use a 203K loan to get started as their first flip or buy conventionally and then fund the construction out of pocket. That's how I did my first flip. So, there's a lot of ways to do this. If you've got the grit and really want to kind to make it happen.

Fernando Angelucci (04:05):
Yeah. So, okay. So it sounds like to summarize, get a good team around you, make sure you have a solid business plan and you know your markets, have a little bit of experience before you come to a hard money lender and then make sure that your numbers are buttoned up. On the financial side, what do you usually like to see as far as reserves? What do you like to see as far as, you know, tax returns, adjusted gross income? What are those types of things look like?

Brandon Moulton (04:32):
Yeah. So, from a liquidity standpoint in cash or cash reserves, that's going to weigh pretty heavily in the conversation. Because, inevitably during the process of rehabs and construction, there's always something that happens or comes up and, you know, you're going to be expected to step up and typically fund that difference. So, we want to see minimum post, after your down payment of a minimum of six months of reserves or 50,

Fernando Angelucci (05:04):
Is that interest reserves only? Or is that what types of reserves?

Brandon Moulton (05:08):
So, when I say reserves, six months of your like what shows up on your credit report as far as your monthly obligations.

Fernando Angelucci (05:17):
Okay.

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