CURRENT & HISTORICAL PORTFOLIO
o Closed in May 2021
o Financed by City Bank
o Loan to value 86%
o Return on investment 18.22%
o Value increase 116% at the time
o December 2022 value estimated $5.8M
o Closed in July 2018
o Refinanced by Freddie Mac
o Return on investment 112.5%
o Rent increased 25% after 4 months of closing.
o Value increase 191% at the time
o May 2022 appraisal value $3.25M
o Closed in July 2018
o Financed by City Bank
o Value increased 381% at the time.
o December 2022 value estimated $2.31M
o Closed in May 2017
o No mortgage
o Rent increased over $145/ current tenant and $245+/ new tenant at the time takes over.
o Value increased 383% at the time.
o December 2022 value estimated $4.41M
o Closed in February 2017
o No mortgage
o Rent increased 45% after 8 months of closing.
o Value increased 258% at the time.
o December 2022 value estimated $1.975M
o Closed in September 2017
o No mortgage
o Rent increased 15% at the time take over
o Value increased 400% at the time.
o December 2022 value estimated $2.32M
o Closed in July 2016
o No mortgage
o Rent increased 10% after 5 months of closing.
o Value increased 424% at the time.
o December 2022 value estimated $2.61M
o Closed in February 2016
o Refinanced by City Bank, Cashed Out 192%.
o Loan to value 52%
o Rent increased 20% after 6 months of closing.
o Value increased 335% at the time.
o 2021 appraisal value $1.275M
o Closed in July 2015
o Refinanced by Golden Bank
o Loan to value 17%
o Rent increased 25% within 6 months after closing
o Value increased 302% at the time.
o December 2022 value estimated $2.4M
o Closed in August 2015
o Refinanced by owner financed
o Loan to value 6%
o Rent increased 45% after 2 weeks of closing
o Value increased 300% at the time.
o December 2022 value estimated $900K.
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.
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.
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.
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.
