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Anne Peterson

13 Podcast Episodes

Latest 9 Oct 2021 | Updated Daily

Weekly hand curated podcast episodes for learning

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Today's Lending Environment with Julie Anne Peterson

How to Scale Commercial Real Estate

Just like everything else, the lending environment constantly changes.  In today’s episode, we’re going to dive into them! Julie Anne Peterson has 30 years of transactional real estate.  She brings experience in all facets of the capital stack and has the understanding on what it takes to get deals done.  Working for Old Capital Lending, a mortgage broker that closes over $1 billion yearly is an amazing fit for Julie’s talents.  She’s located in San Diego, works nationwide on transactions outside of the great city of California, has been married for 25 years, has four kids, and loves to play with her dog, Walter. [00:01 - 04:07] Opening SegmentLet’s get to know today’s guest, Julie Anne PetersonJulie Anne briefly shares how she got into lending and transactional real estateHitting the jackpot at 22Growing her business and working with young investors[04:08 - 11:53] Today's Lending EnvironmentHow COVID took down everything and how Julie Anne pushed throughThe Gold Standard of the Syndication ModelIt is A Crazy Business: Creating great deals in bridge lendingJulie Anne talks about the next 2 to 3 years of the lending environmentGetting into a deal and capitalizing legally[11:54 - 25:28] Going All In in Real Estate InvestingHow to Grow Your Commercial Real Estate HoldingsWhy you should not go cheap in investingLooking for the best people for the best dealsWhat You Should Know About Agency DebtWhy The Time is Now [25:29 - 29:38] Final Four SegmentWhat Julie Anne would invest in with only $20,000 Look for education and a mentorHow Julie Anne would help in a real estate mistakeGet a team setJulie Anne’s way to make the world a better placePutting teams togetherReach out to our guest - see links below Final wordsTweetable Quotes“It’s all good and bad.  You’ve got to stay in the game.” - Julie Anne Peterson“I think there’s a lot of opportunities for people on the sidelines that are trying to be creative to get into a deal.” - Julie Anne Peterson“Time kills all deals.” - Julie Anne Peterson-----------------------------------------------------------------------------Connect with Julie Anne Peterson through jpeterson@oldcapitallending.com, 972-833-2774, and LinkedIn.  Check out Zoom at 8pm EST, Old Capital Podcast, and www.oldcapitallending.com.Connect with me:I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns.  FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on.  Thank you for tuning in!Email me → sam@brickeninvestmentgroup.com 

29mins

20 Aug 2021

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Managing Your Debtflow, with Julie Anne Peterson

REI Clarity

Our guest today is Julie Anne Peterson, the Senior Director of Old Capital Lending, one of the biggest multifamily lenders in the country. In this episode, we discuss the 4 steps you need to do as an investor to get the best experience with your commercial lender. Julie walks us through the process of creating your business plan, knowing your market, building your team, and finding the deals. If you're trying to move into the commercial real estate space, or you’ve done a few deals but want to scale up, this episode is for you! Learn more about Julie Anne and her journey at reiclarity.com! “As a lender, we are your number one teammates, because we're bringing 75 to 80% of the money to get this transaction done.” 04:56 Julie is the Senior Director of Old Capital Lending and they do over a billion dollars in commercial real estate loans each year. As lenders, Julie’s team is bringing 75-80% of the money into the deal. According to Julie, a common mistake that many new investors make is that they are not doing the front-end work, and only think about the deal from their own perspective. “Net worth, liquidity, and experience are what you'd like to have in a sponsor.“ 14:25 There are 4 key steps you should do to succeed in building a good relationship with a commercial lender. Julie explains them in detail. Have a solid business plan.Figure out what your investors would be interested in. The best way to truly understand what your business plan should be is to ask the market, which is your investors, banks, and people in your industry. Know your market very well.Instead of trying to be present in multiple markets, focus on a specific market, and become an expert in it. Always investigate what is the population growth, job growth, and crime statistics. According to Julie, there are 2 main things that will have the biggest impact on the underwriting - insurance, and taxes. Build your team.Focus on building a good connection with not only your lender, but your underwriter, capital raiser, property manager, and operator. When you vet your GP, look for net worth, liquidity, and experience. Keep your team small and tight. Find the deal.Figure out if the property fits in the business plan, the market, your investors’ expectations, and if you can execute the deal. Share your underwriting with your team, to see their perspective on it as well. After you went through these 4 crucial steps you should be able to succeed with your commercial lender. Julie explains how to get the best lending possible. Find a stabilized deal, that is 90% occupied for 90 days. If you don’t have that occupancy, you can still get a bridge loan. “It all really starts with education. Educate yourself, spend time doing the stuff upfront for the success on the back end.” 48:33 At the end of the episode, Julie picks an action step from the REI Clarity Framework that is the most valuable for her. This is the “Build Your Team”. Building a great team is critical for every real estate investor’s success. Educating yourself is very important because the more you know about the industry, the better team you build. Mentioned in the show: ZOOM at 8 https://oldcapitallending.com/ Her LinkedIn jpeterson@oldcapitallending.com www.shineinsurance.com/reiclarity The REI Clarity Framework Learn how to grow your portfolio and reach incredible success the right way! Visit us here for everything you need to know: www.shineinsurance.com/reiclarity.  Special thanks to Julie Anne Peterson for taking the time to share so many great insights with us   If you enjoyed this podcast, there’s a couple of things we need you to do right now:    SUBSCRIBE to REI Clarity on Apple Podcast, Spotify, or wherever you listen to podcasts    While your there, please RATE & REVIEW the show    SHARE with friends   Finally, please, JOIN the REI Clarity Facebook Group Then, please share the show with whoever you think it will inspire. Until the next time, We truly appreciate you listening. Need the REI Insurance Guy? More great stories & information at: Youtube – Blog – Podcast

55mins

18 May 2021

Similar People

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Ep #2: Nitzan Welcomes Senior Commercial Loan Officer, Julie Anne Peterson

The Traveling Investor Live Q&A Show

This week Nitzan welcomes Julie Anne Peterson, who is a Senior Commercial Loan Officer at Old Capital Lending. In this episode, Julie discusses her 30+ years of real estate transaction experience and provides us with insightful industry tips about investing in multi-family and other commercial real estate entities. 

45mins

25 Feb 2021

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SA113 | Lenders are your Top Partners with Julie Anne Peterson Part 2

How Did They Do It? Real Estate

In part 1 of this episode, you've learned how Old Capital Lending helps investors in financing their real estate business. To reach your goals, you must understand the financing that works best for your business strategies. In this part 2 episode, Julie Anne Peterson talk about different types of financing for multifamily deals. Julie will also discuss how this financing or lending works, and some of the things that you must consider to qualify.What You'll Learn From This Episode:Three Different Types of Lending Vehicles for Larger Assets like MultifamilyHow Bank Financing or Recourse Lending Works and its QualificationsUnderstanding the Difference Between Recourse and Non-Recourse LoansBank Financing vs Agency FinancingWhat is Covid Requirement for ReservesThree Requirements to Qualify for an Agency DebtWhy Experience is Highly Important Now and Became an Issue for Investors to Get into Agency DebtImportance of Building a Strong Team to Establish a Connection with the Property Seller Benefits of Agency Financing vs Bank FinancingWhat is Bridge Financing or Lending, its Qualifications, and its Pros and ConsWhat is Debt-Service Coverage Ratio (DSCR)Converting Bridge Financing to Agency FinancingAdvantages and Disadvantages of Yield Maintenance Importance of Choosing the Right Financing that Works for Your Strategy or Business PlansGuest Bio:Julie Anne Peterson is a Commercial Loan Office from Old Capital Lending Company, a premier provider of commercial Capital solutions and advisory services for commercial real estate investors.   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”. Julie’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.Phone: 972-833-2774 (Office) Commercial Loan OfficerEmail: jpeterson@oldcapitallending.comWebsite: https://oldcapitallending.com/Facebook: https://www.facebook.com/JPetersonOldCapitallendingZoom@8 Meeting Registration:https://us02web.zoom.us/meeting/register/tZIsde6rqTMqGN1yqVNvElpoCRqMF7yGV7H6To Connect With Us:Please visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!Sponsor:Thinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit https://mypodcast.website/ and Schedule a call with Adam A. Adams

39mins

19 Feb 2021

Most Popular

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SA096 | Lenders Are Your Top Partners with Julie Anne Peterson

How Did They Do It? Real Estate

It can be easy to invest in real estate but what makes it difficult is to shift from single-family to multifamily due to a lot of things that need to be considered. One of these things is finding a sponsor or company to support in funding your deals. Good thing that there's a lot of ways to access money and one of them is Lending or Financing Companies, which play a significant role especially for someone who's starting in Multifamily real estate. In today's episode,  Julie Anne Peterson introduces Old Capital Lending, and how they help people in financing your real estate business. She'll also guide you throughout the process and the things that you should learn before obtaining a loan from a Lending company.What You'll Learn From This Episode:Julie Anne's Background and the Start of Her Real Estate Journey from Single-family to Multifamily How Julie Anne and Her Team Successfully Expanded Old Capital Lending What They Do Differently Than Most of the Mortgage BrokersThe 4-Step Funnel in Getting the Right Deals Major Changes in Financing or Lending Process During CovidRequirements and Processes to Obtain a Loan from Old Capital LendingImportance of Having a Business Plans and StrategiesHow Bridge Lending WorksStatus of Interest Rate on Multifamily in 2021 and Developments in Real Estate in the Next Two YearsImportance of Educating Yourself to Accelerate Faster Inorder to Succeed in Real EstatePower of Social Media to Encourage More and Build a Relationship with InvestorsBenefits of Participating in Zoom@8 for NetworkingGuest Bio:Julie Anne Peterson is a Commercial Loan Office from Old Capital Lending Company, a premier provider of commercial Capital solutions and advisory services for commercial real estate investors.   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”. Julie’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. Phone: 972-833-2774 (Office) Commercial Loan OfficerEmail: jpeterson@oldcapitallending.comWebsite: https://oldcapitallending.com/ Facebook: https://www.facebook.com/JPetersonOldCapitallendingTo Connect With Us:Please visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!Sponsor:Thinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit https://mypodcast.website/ and Schedule a call with Adam A. Adams

45mins

27 Jan 2021

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Julie Anne Peterson (Preview) Bringing Capital Partners, Equity and Debt

The Capital Raiser Show

Julie of Old Capital breaks down how she brings capital partners, equity and debt to your deals. https://www.oldcapitallending.com

1min

2 Dec 2020

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CRS100 Julie Anne Peterson: Lending and Connecting Partners for Multifamily Syndication

The Capital Raiser Show

Julie of Old Capital Lending gets interrogated by me about what syndicators want to know about lending and how it works within multifamily syndication. However, she does way more than educate. She hooks people up with capital partners. https://www.oldcapitallending.com and Julie's Cell: (972) 833-2774

43mins

23 Nov 2020

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Episode 135 - Melissa Anne Peterson, VERA VIOLET (recorded live February 2020)

Village Books Presents: The Chuckanut Radio Hour

The Chuckanut Radio Hour has a SWEET show in store for you tonight. Guest author Melissa Anne Peterson is interviewed by Village Books events coordinator Claire McElroy-Chesson about her newest book, Vera Violet. You’ll LOVE what the Chuckanut Radio Players have cooked up for you in new episode of As the Ham Turns.  Tonight’s musical guests are the amazing and renowned Louis Ledford and Kristin Allen-Zito. We’ll talk about our favorite nightstand reads and our resident poet, Kevin Murphy woos us with his wonderful wordsmithing.Announcer, Rich Donnelly and co-hosts, Kelly Evert and Paul Hanson

1hr 16mins

12 Sep 2020

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Women's Soccer Review Podcast Episode 9 - NWSL News and More with Anne Peterson of the Associated Press

Women’s Soccer Review podcast

On this episode of the Women's Soccer Review,Jonathan is joined by Anne Peterson of the Associated Press to talk about some NWSL news and rumors and more!A great show as always, check it out!You can follow Duane and Jonathan on twitter at @24thminute and @thegoalkeeper.The Women’s Soccer Review is a twice-monthly podcast.Subscribe to our podcast on Apple Podcast right herehttps://podcasts.apple.com/us/podcast/id1490356746http://patreon.com/sportspodcastingnetwork

48mins

21 Apr 2020

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Anne Peterson – Poetry in Motion: Hope for Hurting Hearts

Fierce Calling

"Life is hard. I write words to make it softer." - Anne PetersonIn this episode I'm talking with my friend Anne Peterson, a gifted poet, author, and speaker. Anne learned through Tribe Writers we should write what we know. Anne knows grief. shares her story and recites her beautiful poetry for us. Hear the powerful words from the Lord has put on her heart to bring comfort and hope hearts that are hurting. God said to Moses in Exodus 4:12, "Now go; I will help you speak and will teach you what to say." Anne has experienced loss beyond words, yet her heavenly Father redeems it all and allows her to use her beautiful words to minister to others. Words He has given her to write. They have been a healing balm for her soul and have touched the hearts of others with His comfort and peace. You can connect with Anne at annepeterson.com on Facebook, and by email at anne@annepeterson.com. When you visit Anne's website she has some free gifts for you! Look for the free ebook tab and grab your copy of Someone in Grief: 17 Things You Need to Know and Real Love. All free to you just for signing up for her newsletter which is also free encouragement for your soul!Anne Peterson is a Christian poet, speaker, and published author of  15 books and numerous articles. She has written for Christianity Today, Today’s Christian Woman, as well as other publications. She has also written Bible studies for christianbiblestudies.com. Currently she is a regular contributor to crosswalk.com, and a writer for their couples devotionals. Since 1995, Anne’s poetry has been sold through gift stores and online in both the U.S. and abroad. Married for 44 years to her husband Michael, they have two grown children, four grandchildren here and one in heaven.I'd love to connect with you too, so subscribe to this podcast and hop on over to my blog, dorisswift.com, and subscribe there. You'll receive encouragement straight to your inbox and I promise not to spam you. Just words of encouragement, hope, and God's truth. Thanks, friend! Send in a voice message: https://anchor.fm/doris-swift/message

34mins

7 Apr 2020

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