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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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