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WS16: How Conservative Underwriting Can Help Drive Value Investing in Real Estate Syndication with Holly Williams


In this episode, Whitney interviews Holly Williams, founder, MQ ventures. Holy reveals how conservative underwriting is the key to building a long term and stable real estate portfolio. Why does Holly think that investing in Class B properties is such a value proposition? Should investors be willing to take on additional risk and buy an undeveloped plot of land? There is a conception that real estate investing is for those with deep pockets – is this true? Tune in to find out.

Time Stamped Show Notes:

  • 00:34 –  Whitney introduces Holly to listeners
  • 01:29 – Why did Holly transition to real estate syndication?
  • 04:17 –  Reasons why Holly prefers real estate syndication over fixing and flipping properties
  • 04:33 – Why does Holly stick to Class B properties? Learn how Holy manages to arrive at a win-win situation for tenants as well as investors
  • 06:27 –  Holly simplifies the structure and workflow of real estate syndication for listeners
  • 07:16 – Do you need a huge net worth in order to become a real estate syndicator?
  • 08:30 – What are the tax benefits of real estate syndication?
  • 09:19 – Can you invest your IRA funds in real estate syndication?
  • 10:05 –  How to connect with real estate investors who are willing to invest for the long term
  • 11:56 – How do you find and associate with a stable real estate sponsor?
  • 12:13 –  Holly explains why investing in Class B properties is a stable proposition – particularly in a recessionary environment
  • 13:10 –  The importance of conservative underwriting and factoring in the worst case scenario
  • 13:48 – Why does Holly prefer longer loan terms?
  • 14:58 –  Risk vs. Returns – Is it worthwhile to take on risky propositions
  • 16:39 –  A crucial quality for becoming a successful syndicator
  • 18:15 – What is the #1 reason that syndicators fail?
  • 19:52 – How is #1 way via which Holly is improving her business?
  • 22:23 –  Holly shares her contact information
  • [spp-timestamp time=”23:16″] – A special thanks to our sponsor, Life Bridge Capital

In this episode, you will learn:

  1. Why investing in Class B properties can be an attractive proposition in a recessionary environment
  2. How investing in real estate can result in huge tax savings
  3. How conservative underwriting is critical for building a stable and long-term syndication business


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