What We Look at First:
- Integrity, credibility, compatibility, experience and background of the people involved.
- “Skin in the deal”.
- Probability of Success and Profit.
- Probability of Repeat Business.
- Amount of Profit Potential – ROI.
- Ease of Implementation and Simplicity.
- An Exit Strategy that is easily explainable.
Project/Property Features Sought:
- Demographics - Compelling and supportive of the exit strategy.
- Feasibility - Certain beyond reasonable doubt (Professional Feasibility Study required?).
- Valuation - market current, realistic, supportable and believable.
- Financing - If appropriate for a “deleveraged environment”, financing is readily and reliably available, and debt risk is sufficiently mitigated.
Package Attributes Aspired to:
- A short, concise and complete project summary.
- Informative graphics and pictures of the project/property and surrounding area.
- Numbers and projections that are well displayed and easily understood.
- Concise and accurate support documentation for all claims and representations. A checklist is available upon request.
Transaction Attributes Aspired to:
- Transactions that fit all parties’ needs and build positive, long lasting business relationships.
- Transactions wherein customer has no problem providing regular and timely progress reporting.
Product Type – Transaction Size – Geography
- No limitations* on real estate product type or transaction size. Geographically limited to the United States *(Except no loans on the borrower’s personal residence.)
Questions?
- Ron Jarvis - 206-264-4499; ron@sageharbor-ira.com

