Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request Jack Bosch, Managing Partner Jack Bosch is a managing member of Orbit Investments. Jack has vast experience in real estate having negotiated, bought, sold, rehabbed, as well as owned and managed over 3,800 properties since 2002. Currently he holds a large portfolio of properties in land, single family, commercial, and large multi-family properties. After completing his Masters Degree in Business Administration, Jack and his wife Michelle, built the 3rd largest land auction company (selling only their own properties) in the United States. They also started a highly successful 7-figure real estate education company focusing on teaching others how to invest in real estate. Jack is also a #1 bestselling author of the financial literacy book "Forever Cash, break the earn-spend cycle, take charge of your life, and build everlasting wealth." Michelle Bosch, CFO As a key part of leadership Michelle is responsible for overseeing the company's financial ability to achieve growth goals, both now and into the ensuring future. Prior to this position, Michelle held positions as COO and CFO for Orbit Publishing, LLC. Together with her husband Jack, they have built multiple 8-figure companies, bought, sold and managed thousands of property transactions across the entire United States. Michelle holds a Masters of International Management from the prestigious Thunderbird International School of Management and a Bachelors of Business in Finance from Western Illinois University. In this Peak Market Watch episode, Jack Bosch, Managing Partner and Michelle Bosch, CFO of Orbit Investments talk about their transition from land flippers to single family to multifamily investing. Here are some of the highlights in this episode: Land flipping as a quick turnaround investment Single family homes as rental properties Scaling multifamily investments Importance of property management and so much more! Connect with Anton Mattli CEO of PEAK Financing [email protected] https://peakfinancing.com/ Connect with John Martinez Director, Peak Financing [email protected] https://www.disruptequity.com/ Connect with Jack and Michelle Bosch https://orbitinvestments.com/ www.landprofitfun.com www.landprofitgenerator.com Podcasts The Forever Cash Real Estate Podcast with Jack & Michelle Bosch InFLOW with Michelle Bosch Social Media https://www.instagram.com/michelleboschofficial/?hl=en https://www.facebook.com/michelle.bosch.376 https://www.facebook.com/jack.bosch https://twitter.com/LandProfitGen https://www.youtube.com/c/JackBoschLandProfitGenerator https://www.instagram.com/jack.bosch/

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request Carl Whitaker is a Market Analyst for RealPage, Inc., where he blends in his passions for geography and teaching to foster a practical, applied understanding of apartment data and analysis. He specializes in creating in-depth reports and presentations to allow for easier consumption and application of data and analysis. Prior to joining RealPage, Carl was a Market Analyst for Axiometrics and an analyst for Catalyst Commercial, a Dallas-based economic development solutions firm. In this Peak Market Watch episode, Carl Whitaker, the Director of Research & Analysis, RealPage - Nationwide market intelligence for multifamily owners and investors, joins Peak Market Watch host and CEO of Peak Financing, Anton Mattli, and Disrupt Equity Principal and co-host, Ben Suttles, as he shares an incredible multifamily market analysis on where we are at today and what the projections are for the rest of 2022 and beyond. Here are a few highlights on what he will cover in this episode of Peak Market Watch: Nationally, multifamily unit absorption in 2021 was 60% greater than the previous annual peak dating back to the 1990s! COVID-19 certainly caused the pent-up demand in 2021. Trade-outs: New leases in January 2022 were up 18% from expiring lease & renewals were up 10-11%! Record rent growth was a combination of a catch-up from no to little increases in 2020, jump in demand, as well as inflationary pressures Rent growth is expected to continue in 2022 but not at 2021 levels Multifamily permitting did not reach pre-Great Recession levels until 2014 Affordability A Class properties: Rent to income ratio is typically in the upper teens % Affordability B Class properties: Rent to income ratio is typically in the lower 20s % Affordability C Class properties: Rent to income ratio is still just at around 27-28% In summary, at a broad level, affordability is still not a significant issue at investment grade/professionally managed properties despite significant rent increases Delinquencies: Even during the depths of the 2020 downturn, collections were down by just 3% compared to pre-pandemic levels whereas Class C assets showed more challenges, particularly in markets that implemented renter protections. No expectation of an eviction "tsunami" Expense pressure has been very strong, particularly due to increases in payroll, insurance premiums, and property taxes Tight and innovative asset and property management will be crucial to keep expenses at bay - technology solutions are key to cut costs without cutting service quality Loss-to-lease: Still a good amount of runway to increase rents, particularly in certain sunbelt markets with record low vacancies such as Florida Sunbelt markets: There is an increased interest to rent in urban areas but that does not come at the expense of suburban markets - the demand is still so strong that both suburbs and urban centers in the sunbelt markets are benefitting for such demand Large Markets you should be watching: Raleigh Durham, NC - Mid-size market: Cape Coral, FL - Small market: Ashville, NC Connect with Anton Mattli CEO of PEAK Financing [email protected] https://peakfinancing.com/ Connect with Ben Suttles Principal, Disrupt Equity [email protected] https://www.disruptequity.com/ Connect with Carl Whitaker Director of Research & Analysis, RealPage [email protected] http://www.realpage.com/

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request Educate Yourself Before Your First Multifamily Investment with Anthony Chara Anthony Chara is a seasoned Real Estate investor that has investing and property management experience dating back to 1993. After 16 years working for a fortune 500 company and traveling extensively it was time for a change.  Mr. Chara gave up his lucrative Area Manager position in which he managed 35 electronic technicians in 7 states and a $3M budget so he could spend less time traveling and more time creating wealth for his family. He turned to full time Real Estate investing around 2004. He has also started several service and/or education oriented companies. Presently, he's managing member of Apartment Mentors and founder of Success Classes. He has owned or managed several successful companies during the last 20+ years. Mr. Chara owns or has owned properties in Arizona, Colorado, Florida, Georgia, Indiana, Iowa, Kansas, Louisiana, Mississippi, Nevada, Ohio, Pennsylvania, Tennessee, Texas, Belize and Paraguay. In this Peak Market Watch episode, Anthony Chara, Managing Member of Apartment Mentors and Founder of Success Classes, joins Peak Market Watch host and CEO of Peak Financing, Anton Mattli to discuss the importance of educating yourself before your first multifamily investment! Anthony and Anton will also discuss: - What to look for in a coaching program - How to determine the rehab budget - What one should do to analyze rent rolls and operating statements - Why one should avoid cross collateralizations - How to understand the recourse carve outs of non-recourse guarantees - How to choose your investment partners - What are the negative impacts on collections by lowering income to rent ratio - And much more! Anton Mattli CEO of PEAK Financing [email protected] https://peakfinancing.com/ Anthony Chara Managing Member of Apartment Mentors  Founder of Success Classes (303) 745-5525 [email protected] www.successclasses.com Peak Financing Facebook Page - Like to receive episode updates and more! Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured! Peak Financing Official Website - Peak Market Watch Episodes

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request Ground-Up Development - The Ultimate Value-Add Strategy with Shannon Robnett Shannon has been in the real estate industry for over 40 years. He has been involved from start to finish on over $250MM in construction projects covering the gamut from multi family, professional office buildings to City halls, fire and police stations, schools, industrial and mini storage. As a developer with over 25 years of personal and hands-on development and construction experience, few in this industry are more dedicated to delivering numerous passive income streams to their syndicate partners. Along with my knowledgeable and dedicated team, we at Shannon Robnett Industries (SRI) create a second-to-none investor experience. In this Peak Market Watch episode, Shannon Robnett, CEO of Shannon Robnett Industries, joins Peak Market Watch host and CEO of Peak Financing, Anton Mattli, to share his insider knowledge into multifamily ground-up development! Here's What You'll Learn in This Episode of Peak Market Watch -Get insight into a multifamily ground-up development and how this proves to be the ultimate "value add" opportunity for investors -Insight into hot markets for existing multifamily properties selling above replacement cost where construction would make sense -An understanding into ground-up developments tax credits -The most crucial aspects to a successful ground-up development deal -A look into 2022 return investor return expectations -And so much more! Anton Mattli CEO of PEAK Financing [email protected] https://peakfinancing.com/ Shannon Robnett CEO of Shannon Robnett Industries www.shannonrobnett.com www.myverticalequity.com Peak Financing Facebook Page - Like to receive episode updates and more! Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured! Peak Financing Official Website - Peak Market Watch Episodes

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request Dallas Fort Worth Multifamily Market Update with Todd Franks of Greystone Todd’s career in commercial real estate brokerage began in 2000 by specializing in the representation of multi-family Sellers. Over the past 20+ years, Todd has facilitated the development, redevelopment, disposition, acquisition, and repositioning of hundreds of A, B, and C – Class multi-family and commercial assets (totaling more than $1,700,000,000), in the Dallas/Fort Worth market as well as secondary and tertiary markets across North Texas, New Mexico, Arkansas, and Oklahoma. When Todd left his previous firm in 2014, he was acknowledged as the all-time top producer. Shortly after, Todd opened the SVN | Investment Sales Group office in Dallas, TX and has been recognized as one of the top five advisors in the world (SVN 2015) while the office was recognized as the #1 office in the Southwest Region (SVN 2015, 2016 & 2017). After 5 successful years with SVN Todd moved his office affiliation from SVN to Greystone allowing the office to leverage their Capital Markets Platform and better serve his clients. Todd was recognized in D-Magazine as one of DFW’s Power Brokers in 2019 & 2020. His list of clients includes Trammel Crow Residential Development, Strategic Property Investment (SPI), Highland Capital, Tricon, Fort Worth Housing Solutions (FWHS), American Homes For Rent (AHFR), CW Capital, LNR Partners, C-III, Midland Loan Services, Orix Capital Markets, Imperial Bank, City National Bank, La Jolla Bank as well as numerous institutions, family offices, partnerships and individual owners, lenders, and special servicers. Todd obtained his CCIM in 2012 and is regularly interviewed and featured in local and national commercial real estate publications such as “The New York Times,” “The Dallas Morning News,” “Dallas Business Journal,” “Globe Street” and “Bisnow.” He has also served as an expert witness in trials that require multi-family and financing expertise. In 2011, Todd became the youngest founder in the acquisition of “Texas Republic Bank” which has matured from $22,000,000 to now over $260,000,000 in assets. Todd also owns 4 apartment communities, 1 assisted living community, and multiple SFR properties.  In this Peak Market Watch episode, Todd Franks, Executive Managing Director of Greystone Sales Group, joins Peak Market Watch host and CEO of Peak Financing, Anton Mattli, and co-host John Martinez to discuss a multifamily market overview in Dallas Fort Worth! Our speakers will also discuss: Concerns in multifamily properties financed with bridge loans The Drop-in qualified bidders Potential tax hikes caused property owners to sell 1031 capping will reduce sales volum How urban cores negatively affected by COVID-19 Student housing Hotel conversions And more Anton Mattli CEO of PEAK Financing [email protected] https://peakfinancing.com/ Todd Franks Executive Managing Director 972.916.9397 [email protected] Peak Financing Facebook Page - Like to receive episode updates and more! Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured! Peak Financing Official Website - Peak Market Watch Episodes

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request Conservative Passive Real Estate Investing in an Unpredictable Market with Jeremy Roll Jeremy Roll started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes only), and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails ([email protected]) to network with or help other investors and to discuss real estate or business investments of any size. Today, Jeremy will share his strategies for conservative passive real estate investing in an unpredictable market! Anton and Jeremy will discuss: Predictable cash flow Look at other markets generating better cash on cash returns Investing in various alternative assets Set cash flow target depending on where the cycle is at Unique opportunities such as tax-credit/tax abatement deals Unpredictability of where the cycle turns Hospitality challenges Major concern: Low GDP growth due to debt overhang Shadowstats.com - Excellent site that discusses real vs. published inflation Anton Mattli CEO of PEAK Financing [email protected] https://peakfinancing.com/ Jeremy Roll Founder and President of Roll Investment Group Co-Founder of For Investors By Investors (FIBI) Advisor for Realty Mogul [email protected] Peak Financing Facebook Page - Like to receive episode updates and more! Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured! Peak Financing Official Website - Peak Market Watch Episodes Follow PEAK Financing FB: https://www.facebook.com/peakfinancing/ Twitter: http://www.twitter.com/peak_financing LinkedIn: https://www.linkedin.com/company/peak-financing/ Instagram: https://www.instagram.com/peakfinancing/

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request Real Estate Investing in the United States as a Canadian with Victor Menasce Victor Menasce is a seasoned executive having held senior roles in both private and public technology companies (Applied Micro Circuits, Tundra Semiconductor, Somerset Technologies, Wavesat, and Nortel Networks). More recently, Victor has specialized in real estate development projects across the US and Canada as the Managing Partner at US Real Estate Partners. His projects include in-fill apartment buildings in Chicago and Philadelphia, land development in Toronto, and workforce housing and apartment complexes in Louisiana.  Victor is the author of two books on investing. His most recent book, “Magnetic Capital” has received critical acclaim from notable specialists in raising capital and business development.  A frequent guest on radio and TV, he is called upon to speak on investment strategy. He’s the host of the Real Estate Espresso podcast. Today, Victor will share his expertise and experience as a US real estate investor from Canada. He also talks about his new book, Magnetic Capital, that shows how to raise capital for any venture whether it is in the USA, Canada, or anywhere in the world! Anton and Victor will discuss: Investing in the USA out of Canada Picking markets based on the best upside opportunities Price appreciation over the last decade caused him to shift from value add acquisitions to developments Building what the market wants, whether it is multifamily or single family/town homes Differences of developing in Canada vs. USA Assembling the right team is crucial How to be on the winning side of inflation How to build lasting relationships with partners and investors 5 key elements to successful money raising Anton Mattli CEO of PEAK Financing [email protected] https://peakfinancing.com/ Victor Menasce Managing Partner US Real Estate Partners Author Magnetic Capital Host The Real Estate Espresso Podcast www.victorjm.com Peak Financing Facebook Page - Like to receive episode updates and more! Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured! Peak Financing Official Website - Peak Market Watch Episodes Follow PEAK Financing FB: https://www.facebook.com/peakfinancing/ Twitter: http://www.twitter.com/peak_financing LinkedIn: https://www.linkedin.com/company/peak-financing/ Instagram: https://www.instagram.com/peakfinancing/

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request Current State and Direction of Dallas Fort Worth Multifamily Market with Mark Allen of Greystone From West Point graduate to top multifamily broker, Mark entered the world of investment real estate in 2009 during the recession and has been involved in the acquisition, renovation, management and disposition of a over $1B in real estate. Today, he focuses on Multifamily owner representation, leveraging his military operation, sales, marketing and real estate investment experience to provide superior service for his clients. In his first year as a broker, Mark helped broker $176M in transaction volume (3000+ units) and was recognized as the SVN “Rookie of the Year”. In 2018, he was awarded SVN “Broker of the Year” and promoted to Executive Director. In the same year, Mark was named the DFW Commercial Real Estate “Rookie of the Year” by DCEO Magazine. He has been recognized by DCEO Magazine as a Top Commercial Real Estate Broker in DFW in each year since 2018. Also, Connect Media recognized him as a 2019 Next Generation award winner due to his success in the real estate industry In this Peak Market Watch episode, Mark will share his views on the current state and direction of the Dallas Fort Worth multifamily market. Mark Allen, Anton Mattli, and John Martinez discuss: Recovery from COVID-19 uncertainty Rent and revenue growth  Price appreciation  Tax changes Expectations for 2021 And so much more! Anton Mattli CEO of PEAK Financing [email protected] https://peakfinancing.com/ John Martinez [email protected] https://peakfinancing.com/ Mark Allen Executive Managing Director 972.865.6328 [email protected] https://greystoneisg.com/ Peak Financing Facebook Page - Like to receive episode updates and more! Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured! Peak Financing Official Website - Peak Market Watch Episodes Follow PEAK Financing FB: https://www.facebook.com/peakfinancing/ Twitter: http://www.twitter.com/peak_financing LinkedIn: https://www.linkedin.com/company/peak-financing/ Instagram: https://www.instagram.com/peakfinancing/

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request Real Estate Notes Investing with Jim Griffin Jim Griffin is the Managing Director of Glastonbury Thorn. His real estate investments span across house flipping, wholesale, rentals and notes. He holds an MBA from the University of Minnesota, where he was formally recognized as the top-ranked graduate in 1998, with straight A’s. Later, he was the President of Toshiba America Business Systems in South America. After that, he ran a contact center business in the Philippines, building the business from 2,000 to 4,000 employees. In addition to running Glastonbury Thorn, Jim is a faculty member at the UT Austin McCombs graduate program in business analytics. Glastonbury Thorn is a note buying company located in Tucson, AZ.  They work with private investors and national companies to buy notes here in Arizona and Today, Jim will discuss benefits behind investing in real estate notes. Anton Mattli CEO of PEAK Financing [email protected] https://peakfinancing.com/ Jim Griffin Managing Director Glastonbury Thorn https://gthorn.com/ Peak Financing Facebook Page - Like to receive episode updates and more! Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured! Peak Financing Official Website - Peak Market Watch Episodes Follow PEAK Financing FB: https://www.facebook.com/peakfinancing/ Twitter: http://www.twitter.com/peak_financing LinkedIn: https://www.linkedin.com/company/peak-financing/ Instagram: https://www.instagram.com/peakfinancing/

Want a free CRE loan quote? https://quote.peakfinancing.com/quote-request Andrew Rybczynski is a Managing Consultant at CoStar Group and leads a team of consultants with quantitative skills in order to provide market intelligence on commercial real estate markets, especially multifamily. He creates new sales opportunities for CoStar Portfolio Strategy by developing tools to analyze user’s search behavior on Apartments.com. He also manages and advises portfolios of high-value clients pursuing investments in commercial real estate. Andrew researches and writes on real estate trends, including contributions to the Journal of Portfolio Management and CoStar’s Real Estate Portfolio Strategist. He gives opinions and provides relevant data to media outlets including The Wall Street Journal, The New York Times, and National Real Estate Investor. Today, Andrew will discuss the latest multifamily real estate market trends. In this episode, we will cover: The eviction moratorium Affordable housing Market trends - increase in single-family and suburban areas Rent growth post-COVID How working from home has affected the multifamily and office, asset classes Hot markets in terms of state - Florida, Texas Impact of business regulations on the housing market Anton Mattli CEO of PEAK Financing [email protected] https://peakfinancing.com/ Andrew Rybczynski Managing Consultant CoStar Group www.costargroup.com Peak Financing Facebook Page - Like to receive episode updates and more! Peak Financing YouTube Channel - Subscribe to receive episode updates and recently featured! Peak Financing Official Website - Peak Market Watch Episodes Follow PEAK Financing FB: https://www.facebook.com/peakfinancing/ Twitter: http://www.twitter.com/peak_financing LinkedIn: https://www.linkedin.com/company/peak-financing/ Instagram: https://www.instagram.com/peakfinancing/