Due Diligence
Core’s Underwriting Process and Property Management
Wally Smith: Let talk through that a little bit. How do you guys underwrite a property? Jeff Montgomery: Sure. So, we start with market. Mentioned a couple times. If we’ve identified this market that we really want to enter, it’s more advantageous for us from a management side. So, stepping back, we’re vertically integrated company.…
Read MoreIHC’s Due Diligence Process
Wally Smith: Mike, can you talk through your due diligence process just a little bit? So when my clients ask me, how do we know this is a good deal? How do we know who’s looked at it? I try to describe to them how many sets of eyeballs have generally been on a deal…
Read MoreThe 3 Things to Look for in a DST Sponsor
Wallace: What are the important things you’re looking at when looking at a sponsor versus an offering? Brandon: Well, I would say sponsored due diligence is really critical and it’s … Unfortunately it’s often overlooked or there’s not as much emphasis placed on it. I would rather do a mediocre deal with a good manager…
Read MoreWhat is Due Diligence? Why is it Important?
Wallace: Let’s go back to the basics. You know, we’ve talked about it a little bit, but what is due diligence? Why is it important for clients? Brandon: Yeah, so I would define it as a reasonable investigation of an investment program in order to come to a thorough understanding of the risks. Now, its…
Read MoreWhy Do a 3rd Party Report and FactRight’s Process
Wallace: So the due diligence. Almost every product we see out there has a third party report. It’s strange, occasionally one comes through where they haven’t decided to do one. How is someone supposed to due diligence a product if they don’t have a independent objective third party report? Brandon: Yeah, that’s a good question.…
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