2020.06.05 关于讲座的分享 - 北美地产学堂 BBS

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2020.06.05 关于讲座的分享 - 北美地产学堂 BBS 2020.06.05 关于讲座的分享 三马3ma
今天听了一个讲座,是Marcus Millichap 德州办公室组织的,嘉宾是年轻老美大牛 Presidium John Griggs,才短短十几年非常成功,从开始时的两个4Plex 到现在控制>15000单位,也许我们凡人几辈子都达不到的高度。一些地方值得我们借鉴参考。RealPage 首席经济学家and Costar 也有参加:
  1. 2000 密西根法学院毕业去南加然后来湾区,不喜欢一直做attorney,希望开发一个被动收入渠道觉得TF不错选择
  2. 去亚利桑那州花$100k买了
    两栋4plex,2005之后 五倍盈利卖出,第一桶金$$
  3. 加上家庭及朋友的一些钱,2005去达拉斯买了100单位,银行贷款75%,价格3.5米,新冠前卖出
  4. 2005之后进入快速扩张渠道,主要是同PE funds and Family offices合作,现在控制超过15000单位资产价值上Billion, 主要是德州及南部州。目标是每年加五千单位进portfolio,return on capital within 18 months
  5. 开始时C class value-added,2012-2016 buying spree on mostly value-add 超过一万单位. Then own development team after 2016
  6. advises:
    A.during recession period,focus on opetational efficiency improvement
    B. started renovation from Day1,make sure have enough capitals for renovation going in a deal
    C. Keep 1-2 months reserve
    D. be expert in a specific area,first 1-2 metros then branch out,still prefer States in Southern region
  7. TX has a lot of tail wind,dont see rent control anytime soon.
  8. start to see rent concession but small vs East and West coast cities
  9. dont expect to see apt price drop a lot,actually there is a chance for Cap compression due to widen spread and lack of product which can provide healthy yield
  10. SFH vs Multifam now SFH has some slight advantages but Overall wont matter too much as housing supply << demands
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