Episode #253: Navigating the Current Market Situation with Julie Anne Peterson
08/01/22 • 31 min
If you want the inside scoop on the current market situation, you’ve come to the right place. Today’s guest, Julie Anne Peterson is a senior director for Old Capital Lending and founder of Zoom@8, a platform connecting new and experienced investors and opening up real estate doors for people across the world! As you probably know, inflation rates and cap rates are high and rising, so in this episode, Julie offers valuable advice on how lenders and borrowers should be thinking about their investments currently, what changes to expect in the coming months, and the Old Capital Lending tool that could greatly benefit you. It’s far from the doom and gloom you may be expecting, so don't miss out!
Key Points From This Episode:
- Introducing today’s guest, Julie Anne Peterson.
- How lenders are responding to the current market situation.
- What sellers need to come to terms with about the current market situation.
- The four different types of lending products that Old Capital Lending focuses on.
- Increase in the SOFR rate over the past two years.
- How the increased rate cap affects borrowers.
- What to expect from the SOFR and cap rates in the coming weeks.
- Words of comfort for investors who are feeling panicky about the state of the markets.
- What a good IRR is right now.
- Julie explains what a debt yield is and how it has changed over the past 20 months.
- The benefits of Old Capital Lending’s fixed bridge product.
- Julie shares what motivated her to found ZOOM@8 and what the platform does.
- The impact that women can have in the real estate industry.
Links Mentioned in Today’s Episode:
Julie Anne Peterson Phone Number — 630-453-7150
Julie Anne Peterson on LinkedIn
Julie Anne Peterson on Instagram
Julie Anne Peterson on YouTube
Passive Income Through Multifamily Real Estate Facebook Group
If you want the inside scoop on the current market situation, you’ve come to the right place. Today’s guest, Julie Anne Peterson is a senior director for Old Capital Lending and founder of Zoom@8, a platform connecting new and experienced investors and opening up real estate doors for people across the world! As you probably know, inflation rates and cap rates are high and rising, so in this episode, Julie offers valuable advice on how lenders and borrowers should be thinking about their investments currently, what changes to expect in the coming months, and the Old Capital Lending tool that could greatly benefit you. It’s far from the doom and gloom you may be expecting, so don't miss out!
Key Points From This Episode:
- Introducing today’s guest, Julie Anne Peterson.
- How lenders are responding to the current market situation.
- What sellers need to come to terms with about the current market situation.
- The four different types of lending products that Old Capital Lending focuses on.
- Increase in the SOFR rate over the past two years.
- How the increased rate cap affects borrowers.
- What to expect from the SOFR and cap rates in the coming weeks.
- Words of comfort for investors who are feeling panicky about the state of the markets.
- What a good IRR is right now.
- Julie explains what a debt yield is and how it has changed over the past 20 months.
- The benefits of Old Capital Lending’s fixed bridge product.
- Julie shares what motivated her to found ZOOM@8 and what the platform does.
- The impact that women can have in the real estate industry.
Links Mentioned in Today’s Episode:
Julie Anne Peterson Phone Number — 630-453-7150
Julie Anne Peterson on LinkedIn
Julie Anne Peterson on Instagram
Julie Anne Peterson on YouTube
Passive Income Through Multifamily Real Estate Facebook Group
Previous Episode
Episode #252: Investing Wisely to Create Real Wealth with Rich Fettke
After a major health scare, Rich Fettke and his wife, Kathy, made a decision to enter the world of real estate investing. And they have never looked back! To date, their company, RealWealth, has helped over 60 000 people over $1.1 billion in assets. As the name of their company suggests, Rich and Kathy’s goal is to help people create real wealth, which means a whole lot more than just having a lot of money in the bank. During this episode, Rich explains the difference between being rich and being wealthy, what the four stages of financial freedom look like, and his strategy for dealing with fear. As well as running RealWealth, Rich is also an author, and today he shares with us how his most recent book, The Wise Investor, will add value to your life and inspire you to take action to turn your dreams into reality!
Key Points From This Episode:
- The shock that led Rich and his wife, Kathy, into the real estate world.
- Growth that Rich and Kathy’s business, RealWealth, has experienced over time.
- An overview of Rich’s book, The Wise Investor, and why he chose to structure it the way he did.
- The difference between a mentor, a coach, and a consultant, and the value of each one.
- Rich shares how he decided on The Wise Investor as the title for his book.
- Exploring assets and liabilities beyond their financial applications.
- The four stages to get to financial freedom.
- Unpacking the HENRY acronym.
- Why incremental progress is more effective than a quick-fix approach.
- The difference between being wealthy and being rich.
- Rich’s powerful strategy for overcoming fear.
- Why mindset is the key to success.
- Rich and Kathy’s approach to staying grounded individually and as a couple.
Links Mentioned in Today’s Episode:
Passive Income Through Multifamily Real Estate Facebook Group
Next Episode
Episode #254: How Doctors Invest with Dr. Calvin Lowe, MD
Most of us perceive doctors as individuals who are wealthy by default. But while they may earn comfortable salaries, that doesn’t automatically ensure financial freedom. They are subject to long hours and their income is tied to substantial taxation. This is one of the primary reasons why passive investing should form a key part of any doctor’s financial plan. Here today to help us further understand this topic is Dr. Calvin Lowe, MD. Dr. Lowe specializes in pediatric emergency medicine at Children's Hospital in Los Angeles and is the founder of PEACEquity, LLC, the family real estate firm that he manages along with his wife. In our conversation, Dr. Lowe breaks down how his career in medicine fine-tuned his rapid decision-making skills, why it’s essential that you employ a CPA who specializes in real estate and tax, and how investing in real estate has helped him prepare for retirement. Tuning in, you'll also hear Dr. Lowe share the story behind how he first discovered his talent for being an Elvis tribute artist and why he hopes never to use it as his fallback career! Join us for a wonderful conversation on the privileges and challenges of being a medical professional and why it partners so well with multifamily real estate investing!
Key Points From This Episode:
- Get to know today’s guest, Dr. Calvin Lowe, MD.
- Dr. Lowe shares what it’s like to be a pediatric doctor in an emergency room context.
- Understanding the acronym HENRY (High Earners Not Rich Yet), and how this concept applies to doctors.
- The high impact that taxes have on doctors.
- Why doctors can benefit so much from a passive income.
- The biggest challenges facing doctors professionally, personally, and health-wise.
- How doctors typically approach investment decisions.
- How Calvin started investing in multifamily real estate.
- Learn the story behind the name PEACEquity, LLC, Calvin’s family business.
- A brief summary of what it means to defer your taxes.
- How your taxes are affected by real estate investments.
- Why it’s crucial to have a CPA who specializes in real estate and tax.
- An overview of Calvin’s retirement plan.
- How Calvin discovered his surprising talent for being an Elvis tribute artist!
Links Mentioned in Today’s Episode:
Vertical Street Ventures: Academy
Passive Income Through Multifamily Real Estate Facebook Group
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