Forget out about the deal for a second, how is your underwriting? How’s the quality of your sponsor? We’ll talk about this today with our guest Omar Khan, a CFA and Real Estate investor and syndicator with Boardwalk Wealth. Omar has 10 years of investing across real estate and commodities, with vast experience in advising high other net-worth advisors and entrepreneurs on real estate portfolio allocations. He’s helped many implementing global data-driven decision-making practices by focusing on relationship development, mentorship and talent management.
Let’s jump right into the episode and learn how the process and filters you use to do underwriting and partnership is vital to the overall deal.
[00:01 - 07:08] Opening Segment
[07:09 - 15:17] Using Golden Standard Financial Advising Experience
[15:18 - 23:39] Finding Deals that Fit Your Investment Criteria; Passing Filters
[23:40 - 33:23] Forget About the Deal for a Second
[33:24 - 42:20] Closing Segment
Tweetable Quotes:
“Before you decide to look into numbers… you gotta decide what do I want to do? What kind of resident do I want to have? And where does that particular type of resident or a particular type of property exist?” - Omar Khan
“You have to be comfortable with, ‘letting go of deals that are not fitting your investment criteria.’” - Omar Khan
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Connect with Omar on LinkedIn or email info@boardwalkwealth.com. Visit https://www.boardwalkwealth.com to learn more.
Guest Email: omar@boardwalkwealth.com
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