avatar

Julie Anne Peterson - Lending Lessons and Challenges as We Move into Mid 2023

The Gentle Art of Crushing It!
The Gentle Art of Crushing It!
Episode • Jun 29, 2023 • 39m

Julie Peterson serves as a Senior Director for Old Capital.  Ms. Peterson is responsible for raising both debt and equity capital for commercial real estate projects throughout the nation.  With 30 years of real estate transaction experience, Julie Peterson does not just source funds; she consults with her clients to help solve their immediate needs. She works with all types of income producing real estate and at all levels of the “capital stack”.  Ms. Peterson’s clients are real estate entrepreneurs who are dependent upon the many relationships they establish, and the relationship with their capital provider is no different.  Transaction volume translates into knowledge. With knowledge comes certainty. Old Capital consistently ranks as one of the top producing financial intermediaries in the nation, so your transaction benefits from the experience gained only through closing a substantial number of complex assignments. Ms. Peterson allows you to leverage her knowledge into your business plan, along with providing a high degree of closing certainty.   Her only objective is to secure the best possible financing solution at the lowest cost of capital.

Ms. Peterson is the ‘lender of choice’ to many new real estate entrepreneurs.   She has the passion for your success!

Originally from the suburbs of Chicago, she and her family live in Carlsbad, California.


HIGHLIGHTS IN THIS EPISODE:

00:00 - Intro

01:37 - Julie’s Background

06:03 - Left Field Investors

06:33 - Old Capital

08:29 - Partnering With Your Lender

11:27 - Multifamily Market Today

19:04 - Financing Solutions 

20:03 - Pref Equity

21:19 - Capital Call

25:58 - Cap Ex Budgets

30:46 - Advice For The New Investors

33:38 - Julie Recommends

36:02 - Connect With Julie

37:20 - Bucket List and Final Thoughts


CONNECT WITH OUR GUEST:

EVERY Tuesday for ZOOM@8pm EST. - https://dancinginvestments.com/zoomat8

https://www.linkedin.com/in/julie-anne-peterson-51a6603/


CONNECT WITH OUR HOST: 

Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

----------------------------------------------------------------------------------------------------------------------------

Follow us on social media @the.gentle.art.of.crushing.it
Listen, like, subscribe, comment: http://thegentleartofcrushingit.com/

Switch to the Fountain App