Smith Group Investment Presentation

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Smith Group Investment Presentation
Shared by: Whitney Johnston
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6/25/2010
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Real Estate Investing For

Cash Flow First

And Appreciation Second

4 Questions:

• Has the market reached a bottom?

• Are prices headed up or down?

• Will there be more or fewer distressed

houses in the future?

• What effect will the government’s actions

have on real estate?

1 Answer:









No one knows.

But This is OK Because In Real

Estate You Invest On The

Numbers…



When

you BUY.

When

you sell.

More On This In A

Second

But First…

What About Stocks and

Bonds?

Stocks









In May of 2010 the Dow Jones Industrial Average was at 10,500.

In May of 2000, ten years earlier, it was at 10,500.

10 Year US Treasury Bonds

Is a 2% to

3% return

acceptable

to you?



What effect

will the

ballooning

national

deficit

have?

10 Year Municipal Bonds

Is a 3% to 5%

return,

without

appreciation,

acceptable

to you?



Are any

municipalities

at risk of

defaulting?

Back To Real Estate

• The tremendous upheaval in the real

estate markets has created once-in-a-

generation opportunities.

• But with the wrong investment strategy

you will miss out on properties that yield

annual CASH FLOWS of 3% to 5% in

addition to the possibility of appreciation.

What Do We Mean?

Making money when you SELL…



Buying a

property and

hoping the price

will go up in the

future.

What Do We Mean?

Making money when you SELL…



This strategy only

works if you can

time market lows

and highs AND if

real estate

appreciates during

the time that YOU

own it.

Prediction = Risk

Instead, invest based on what you

know TODAY

What Do We Mean?

Making money when you BUY…

• As soon as you buy, you profit from rental income that is

higher than your mortgage and operating expenses.



• You know from day one what your profit will be.



• You don’t have to risk predicting appreciation. It will be a

very welcome increase on your investment.

For Example

• 3 bedroom, 2 bath house. 2,181 Square Feet, Listed at

$149,000.



• We offer $143,900.



• Sold for $453,000 in 2006.



• 20% down, $28,700.



• 5.25% interest rate for a

mortgage of $635/ month,

or $7,629/ year.

For Example

• Rentfor comparable properties in the same neighborhood

are $1,400 per month, or $16,800 per year.



• 45% of rent you receive will pay for expenses such as

property management, insurance, property tax, maintenance,

and vacancy and rent collection loss. Without a property

management company your expenses are 35% of rents.



• 45% X $15,960 in rents = $7,323.

How Do We Know If This Is A

Good Investment?

“Cash-on-Cash Return”

✔ (To measure profit)





“Debt-Service Coverage Ratio”

✔ (To measure risk)

What Do These Numbers Mean?

How Do We Derive These?

Let’s Do Some Math…

Our investment (Down payment) of

$28,700 yields an annual profit of $1,612.

Measuring Profit

“Cash-On-Cash Return”

What Do These Numbers Mean?

• The Cash on Cash return allows you to

measure the annual investment return

of your down payment against other

investments such as stocks and bonds.



• This does not even factor in possible

future appreciation.



How does our 6%

return compare?

Measuring Risk

“Debt-Service

Coverage Ratio”

What Do These Numbers Mean?

The Debt Service Coverage Ratio (DSCR) measures monthly rent vs. monthly

mortgage. It allows us to gauge the margin of profits to cover our expenses.





Negative Break-even Positive

Cash Flow Cash Flow

>

.83 < 1.00 1.21

Would You Buy This Property?

• 6% Annual return on • $770 Monthly net

your investment income to cover a

(Down payment). $635 monthly

mortgage.



This is money you make when you BUY.

And IF it appreciates…Bonus!

Why Buy Now?



Unsustainable

historic low

interest rates

that WILL rise

to control

inflation.

So what?

Small Changes In Mortgage Rates Have A

Dramatic Effect On Investment Returns

Interest Rate Effect on Mortgage

$16,000



$15,000 $15,449



$14,000

$14,088

$13,000

$12,774

$12,000

Mortgage

$11,000 $11,511 Net Income



$10,000

$10,307

$9,000



$8,000

5.0% 6.0% 7.0% 8.0% 9.0%



Interest Rate









A 2% rise in interest rates increases

your annual mortgage by $2,000!

Small Changes In Mortgage Rates Have A

Dramatic Effect On Investment Returns



Cash on Cash Return

10.0%

9.3%



8.0%



6.3%

6.0%





4.0%

3.2%

2.0%





0.0% -0.1%

5.0% 6.0% 7.0% 8.0% 9.0%

-2.0%

Interest Rate

-3.5%

-4.0%









A 2% rise in interest rates decreases

your cash-on-cash return by 6%!

What We Offer

• Pre-screened properties that offer positive

Cash-on-Cash returns and safe Debt

Service Coverage Ratios.



• “Turn Key” services for financing,

purchasing, and property management.

Contact us for current properties:

ragnar@timsmithgroup.com

Turn



on

the

CASH

FLOW

Contact us for current properties:

ragnar@timsmithgroup.com


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