Denver Investment Real Estate Chris Lopez - Denver Investment Broker

Shane Phillips joins Chris Lopez to share the essential steps for real estate investors and business owners when faced with unexpected loss. Learn from Shane's personal journey and his creation of the "First Steps" program, designed to guide individuals through the financial and practical aspects following a loss. From funeral planning and accessing accounts to managing real estate or business assets, today’s episode is crucial for preventing financial stress after a death.









https://youtu.be/nJngxkwdudE









(02:19) What is “First Steps”?







(11:40) Common Mistakes with Estate Planning







(16:08) Planning for Bank Accounts







(20:40) Beneficiaries for Investment Accounts







(26:22) First Steps Course Details







(31:46) Social Media and Digital Assets







Links from the podcast:







Reach out to Shane:







sphillips@firststepshelp.com







Shane Phillips LinkedIn







Ready to take the First Steps course? We're offering it to our listeners 100% for free:







Visit propertyllama.com/first steps

In today’s deal analysis, Terrance Doyle joins Chris Lopez and Matt Amundson to break down VareCo’s strategy behind Samuel Drive. Dive into the details of this multifamily, value add deal, from achieving high-quality renovations under budget to increasing rents and planning a profitable exit strategy.









https://youtu.be/D_mz4oh6p74









(04:20) Executing Value Add Under Budget







(08:16) Capital Summary Breakdown







(10:50) Exit Plan - Waiting for the Right Price







Links from the Podcast:







Matt Amundson email: matt.amundson@propertyllama.com







Matt Amundson LinkedIn







U.S. 5 Year Treasury







U.S. 10 Year Treasury







Ready to explore if a Value-Add Multifamily Investment is right for your investment portfolio?







Click the link below to visit the deal room where you can access more information about the deal, arrange a call with our team, or submit your soft commit: https://investors.propertyllama.com/public/property-llama-presents--vareco-iii

The March Colorado market stats for Denver and Southern Colorado are out, and our roundtable is back to discuss what they mean. Tune in now for updates on the latest real estate trends, new legislation affecting landlords, and get the details on some of our latest deals!









https://youtu.be/vlkV_SfloHk









(06:27) New Bill: Cause Required for Eviction of Residential Tenants







(12:20) Mortgage Lending Updates







(14:05) Deal: $500K Triplex in Denver







(19:20) Denver and Colorado Springs Market Stats







(21:37) Deals: Selling Properties for New Investments







(33:42) What is loan recasting?







Links from the Podcast







Learn more about:









* April Rent Report: Springs a “soft market” with slight rent decrease, more apartments







* Cause Required for Eviction of Residential Tenant







* Colorado Landlord Legislative Coalition









Daniel Muldoon Landlord Legislation Podcast: https://youtu.be/trCqJ6_CExk







Want to check out the stats? Visit our other blog posts:









* Denver March 2024 Real Estate Market Updates







* Colorado Springs & Pueblo March 2024 Real Estate Market Updates









Who is Nova Home Loans?







For over 40 years, we’ve been focused on helping homeowners find the perfect loan to fit their financial needs and personal goals. Working with NOVA is a personalized experience from initial application to final loan closing and beyond. We will be with you every step of the way toward successful homeownership. Start working with NOVA & Troy Howell today!







NOVA FINANCIAL & INVESTMENT CORPORATION, DBA NOVA HOME LOANS NMLS 3087/ EQUAL HOUSING OPPORTUNITY/8055 EAST TUFTS AVENUE, SUITE 101/DENVER, CO

Find out the secrets to house hacking success in Denver's 2024 real estate market with Chris Lopez, Troy Howell, and Jeff White. Dive into cash-flowing strategies like rent-by-room and discover how to get the seller to pay for your renovations... Tune in now for actionable tips, strategies and the details of our latest house hack deals to help you kickstart your real estate investing journey!









https://youtu.be/aiOGCi80tbU









(03:57) Executive Summary - Denver House Hacking







(10:00) 3 Trends for Cash Flow with House Hacking







(14:22) Deal #1 Single Family Home Rent by Room







(27:14) Updates on Lending Guidelines 2024







(30:31) Deal #2 Multifamily Fourplex







(41:37) Deal #3 Value Add Duplex 49:43 Question and Answer







Links from the Podcast:







Nova Home Loans: https://troyhowell.novahomeloans.com







Email Troy Howell: troy.howell@novahomeloans.com









* LinkedIn: Troy Howell







* Instagram: Troy_howell_loans







* Facebook: Troy Howell









Email Jeff White: Jeff@envisionrea.com









* LinkedIn: Jeff White







* Instagram: @8tofire









Download the Slide Deck Here:















Who is Nova Home Loans?







For over 40 years, we’ve been focused on helping homeowners find the perfect loan to fit their financial needs and personal goals. Working with NOVA is a personalized experience from initial application to final loan closing and beyond. We will be with you every step of the way toward successful homeownership. Start working with NOVA & Troy Howell today!







NOVA FINANCIAL & INVESTMENT CORPORATION, DBA NOVA HOME LOANS NMLS 3087/ EQUAL HOUSING OPPORTUNITY/8055 EAST TUFTS AVENUE, SUITE 101/DENVER, CO

Take a behind-the-scenes dive into Denver's real estate development scene with Chris Lopez, Matt Amundson, and Adam Fenton in this exclusive deal analysis! Adam breaks down the development process, from site acquisition to financial modeling and unit design. Learn what it takes to succeed in real estate development!









https://youtu.be/xGfHYYOSF-o









(01:11) Acquiring Land and Strategy







(13:18) Development Process and Timeline







(21:38) Development Budget for Luxury Apartments







(29:27) Real Estate Development Pro Forma







Links from the Podcast:







Adam Fenton email: adam@narrateholdings.com







Adam Fenton Linkedin







Narrate Holdings Website: https://narrateholdings.com/







Property Llama Capital Website: https://capital.propertyllama.com/home/







Download the Investment Memorandum Here:















Who is Narrate Holdings?







Narrate Companies is a Denver-based real estate firm specializing in the investment and development of multifamily and mixed-use properties in select major metropolitan markets throughout the U.S. They are an experienced team of professionals focused on acquiring and developing multifamily/mixed-use properties in quality locations that deliver long-term stable cash flow and asset appreciation.







Make Smart Decisions with Portfolio Analysis Software







To stay on top of your portfolio returns, it’s best to regularly check in on your portfolio and leverage portfolio management tools such as Property Llama. Property Llama allows you to analyze your investments’ performance, run scenarios, and optimize your portfolio for better returns. 

Join Chris Lopez and estate attorney Pam Maass as they give expert advice on passing down your real estate assets to your kids AND if you should even do it at all. From preserving generational wealth to involving children in property management and addressing estate taxes, each aspect of estate planning plays a crucial role in safeguarding your financial future. Chris and Pam share key insights on effective estate planning and navigating tricky questions: Should you leave real estate to your kids? How do you structure a trust for multiple children? And what if they don't want to manage your properties? Get all the answers to safeguard your legacy!









https://youtu.be/RfDeTfIv2gA?si=z3mnkKkj9be45JWi









(03:14) Generational Wealth: Rockefellers vs Vanderbilts







(05:08) Horror Stories of Inheritance Without Planning







(09:20) Educating and Involving Spouses and Children in Real Estate







(10:10) Setting up a trust with your financial values







(13:03) - Selling Properties vs. Passing Them On







(17:53) Big Mistake for Handing Down Properties







(18:19) DSTs and Other Passive Investment Options







(21:07) The Future of Portfolio Management Software in Estate Planning















Links from the podcast:







Pam Maass Instagram







Pam Maass Facebook







LawMother Website







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