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Compliance                                                                                                                                                   Compliance








    Joule Case Inc.
             1. Conservative Acquisition Criteria                                       2. Inquiries - Asset Discovery                                                     3. Property Underwriting                                                  4. Negotiation & Pricing Strategies                                 SECTION 2: Private Placement



             • Confirm needed infrastructure to support sustainable                     •Internet Services, CoStar, LoopNet, Multi-Housing                                 • Site visit, in-house appraisal, enviromental                            •Exploit expertise of Fund Manager in real estate
             positioning                                                                industry networking, auction and bulk sales                                        •Analyze neighborhood and community market                                negotiations
             • In-depth market research and analysis                                    •Leverage Fund Manager’s extensive relationships with                              characteristics and trend data                                            • Analyze pricing parameters and competitive sales
             •Begin asset data aggregation: year built, construction                    brokers, banking institutions, and property managers                               •Generate conservative estimates for re-positioning                       •Leverage advantages of expedited closing as an “all

             type, repositioning costs                                                  • Leverage local and regional bank REO contacts                                    costs                                                                     cash” buyer
             • Analyze market specific economic indicators and trends                                                                                                      • Generate five year income and valuation projections                     • Leverage distressed property situations                           Memorandum










             5. Closing Process                                                        6. Property Enhancement Programs                                                    7. Leasing and Marketing                                                  8. Management & Disposition


             • Execute final legal review of all documents                              • Renovation, design and remodel                                                   • Comprehensive tenant interview                                          • Opportunistic Disposition as Market Rebounds
             • Initiate property revitalization plan                                    • Deploy sustainable technology systems                                            • Complete rental history assessment                                      • Multiple Exit Strategies - Bulk Sale Potential

             • Obtain needed inspection reports                                         • Execute external property revitalization plan                                    • Execute property specific social media campaign                         • Institutional and Individual Buyers
             • Final site walk-through                                                  •Train and hire talented and motivated on-site                                     • Review and deploy upgraded marketing                                    • Seller Financing Opportunities
             • Closing Documentation                                                    management                                                                         • Review and upgrade lease terms
             • Initiate property enhancement program                                    • Community involvement and integration









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