Episode #030 - Evaluating HOW and WHEN to Refinance in Commercial Real Estate Investing!

When you realize that the majority of the capital stack (where the money is coming from; bank debt, investor equity, sponsor equity, etc.) is typically coming from some sort of debt instrument you start to focus on how to use it to your advantage. Today we have our hosts Brian Duck and Braden Cheek from The Criterion Fund, & Joel Thompson from Precision Equity going over how you can keep payoff all of your investors, keep the asset and keep the property potentially forever.

Topics discussed:

  1. Different Types of Debt - Non-recourse vs recourse bank debt vs life insurance debt vs CMBS debt. They each have pros and cons.

  2. Why to refinance? Aside from rate there is multiple reasons to evaluate a refinance. Cashing out on a substantial increase in NOI, extending amortization, dropping/lowering the personal guaranty on the deal, returning the investor equity, etc.

  3. Understanding the value of LEVERAGE.

  4. Is borrowing money a taxable event? Is borrowing money taxed as income?

  5. Understanding how the debt instrument you put on your property can effect your sale.

  6. Always be think about refinancing.

*Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!**

Links mentioned in this episode: DDChecklist.HowToInvestInCRE.com | Invest.HowToInvestInCRE.com | www.TheCriterionFund.com | www.HowToInvestInCRE.com | www.ascendok.com

To sign up for our exclusive investor list, click below. https://thecriterionfund.appfolio.com/im/investor/contact-us

Previous
Previous

Episode #031 - Building Relationships and Adding Value in Commercial Real Estate w/ Grant Gary from The Woodmont Company

Next
Next

Episode #029 - How to think outside the box to fund your first Real Estate Deal!