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Real Estate Runway - Chad Sutton - Insta
S1E64: Chad's Soapbox: Story Telling to Lenders
July 22, 2022 10 mins

Episode Description

Are you an investor trying to figure out who are the best operators to invest with? In this episode of Chad’s Soapbox, host Chad Sutton discusses the importance of making a good impression with lenders when seeking financing for a business. He advises us to provide lenders with all the information they need to make the process easier and to make sure that lenders are regarded as the biggest investors when it comes to getting loans. By doing so, you can reduce the amount of objections lenders may have and ultimately increase their chances of getting a loan approved. Your lender is your biggest partner so tune in to learn more!

[00:01 - 01:19] Opening Segment

  • The importance of storytelling when pitching real estate investments to lenders

  • Using links to relevant information, presenting property specifics, and understanding local demographics

[01:20 - 09:00] How to Ace a Loan Presentation to a Lender

  • Going above and beyond with your presentation if you want to impress a lender

  • Provide them with specific information about the deal

  • Provide a 10-year pro forma showing assumptions and projections for the business

  • Analyze rent roll to build a template to show what can be achieved

  • Carry out rent comps to show comparability

  • Pulling sales comps to show that the property is overpriced

  • Model the debt part for the lender

  • Show monthly cash flow and cash management

[09:00 - 09:52] Closing Segment

  • Make sure your lender is regarded as the biggest investor

  • Provide them with the information they need to handle objections


"Your lender is your biggest investor." - Chad Sutton

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Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

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