1 / 13

Joe Dwyer

Joe Dwyer. Investment Research Analyst. Experience. Samford University Time in Mexico Politics and Marketing CNL Capital Markets. Robinhood MHP. 59 lot rents 7 Acres (Daytona) City Water/Sewer Tenants all 55+ Sales Price = $1.6M NOI = $143,750.72 Cap Rate = 9%(+/-). Robinhood P&L.

gene
Download Presentation

Joe Dwyer

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Joe Dwyer Investment Research Analyst

  2. Experience • Samford University • Time in Mexico • Politics and Marketing • CNL Capital Markets

  3. Robinhood MHP • 59 lot rents • 7 Acres (Daytona) • City Water/Sewer • Tenants all 55+ • Sales Price = $1.6M • NOI = $143,750.72 • Cap Rate = 9%(+/-)

  4. Robinhood P&L • Created an excel spreadsheet with the income and expenses • At the bottom it also shows the limited partner’s income per investment unit. • A similar document could be used for future land use and income projections.

  5. The Term Sheet • A formal representation of what investors capital would be used for. • It included the General Partners compensation responsibilities. • It also provided a framework for future land use and shareholder valuations.

  6. Due Diligence Questionnaire • Created Questionnaire to discuss important issues. • This addressed their main concerns and helped me to structure the term sheet. • These questions came directly from the investors emails.

  7. Marketing the Deal • Shot & edited video of the property for marketing purposes. • Hosted the video file on my personal blog. • Sent links via email to each limited partner with a copy of the Term sheet & the questionnaire.

  8. Research • Website with address information for all the parks in the U.S. • Website with size and phone numbers of all the U.S. parks • Triangulated both sites for future marketing campaigns

  9. Research • This guide is from an industry expert • It provided me with a standard set of multiples to use in making an offer. • I met with him over dinner to discuss my project.

  10. More Research • This is an article from a company that I feel is right on the money • It discusses how they seek to create unique acquisitions structures. • I plan to use some of their methods.

  11. Research Tools • Using new internet research tools. • Examples: Del.icio.us, FeedDemon, Technorati… • Networking with other industry professionals.

  12. Friends in the business • This blog is from a friend that works as an analyst for a VC firm in NYC. • I am also friends with analysts within CNL. • I created my own blog and contribute to it regularly.

  13. Determined Potential • This is the team • This is the position • I want to be challenged • I want to develop new skills • Give me a chance to prove it.

More Related