CURRENT & HISTORICAL PORTFOLIO
o Closed in February 2016
o Refinanced by City Bank
o Loan to value 57%
o Value increased 335% at the time.
o 2021 appraisal value $1.275M
o Closed in July 2015
o No Mortgage
o Value increased 300% at the time.
o December 2022 value estimated $2.4M
o Closed in July 2018
o No Mortgage
o Value increased 381% at the time.
o December 2022 value estimated at $2.32M
o Closed in September 2017
o No mortgage
o Value increased 436% at the time.
o December 2022 value estimated at $2.32M
o Closed in August 2015
o No Mortgage
o Value increased 300% at the time.
o December 2022 value estimated $900K.
o Closed in September 2016
o No mortgage
o Value increased 205% at the time.
o December 2024 county appraisal at $900K
o There is a plan to redevelop the park into 86 unit apartments.
o Closed in February 2017
o No mortgage
o Value increased 258% at the time.
o December 2022 value estimated $1.975M
o Closed in May 2021
o Refinanced by Freddie Mac
o Loan to value 62%
o Value increase 109% at the time
o November 2024 value appraisal at $7.4M
o Closed in July 2016
o No mortgage
o Value increased 424% at the time.
o December 2022 value estimated at $2.61M
o Closed in May 2017
o Refinance by Freddie Mac
o Loan to Value 78%
o Value increased 391% at the time.
o November 2024 value appraisal at $4.5M
Properties Sold
o Closed in August 2019
o Financed by City Bank
o Sold in May 2021
o Return on investment 203.11% within 21 months of investment which includes initial investments and profit.
o 3rd property as a Lead with Lifestyles PIGs
o Closed in late December 2018
o Financed by Freddie Mac
o Sold in early November 2021
o Return on investment 128.65% within 34 months of investment which includes initial investments and profit.
o I accurately forecasted a market downturn start in 2022, prompting me to advise my investors to sell for modest profit rather than risk losses.
o 2nd property as a Lead with Lifestyles PIGs
o Closed in June 2018
o Financed by City Bank
o Sold December 2018
o Return on investment 185% within 6 months of investment which includes initial investments and profit.
o 1st property as a Lead with Lifestyles PIGs
o Closed in late December 2017
o Financed by City Bank
o Sold in February 2021
o Return on investment 214% within 36 months of investment which includes initial investments and profit.
