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 Segment
- Let’s get to know today’s guest, Julie Anne Peterson
- Julie Anne briefly shares how she got into lending and transactional real estate
- Hitting the jackpot at 22
- Growing her business and working with young investors
[04:08] – [11:53] Today's Lending Environment
- How COVID took down everything and how Julie Anne pushed through
- The Gold Standard of the Syndication Model
- It is A Crazy Business: Creating great deals in bridge lending
- Julie Anne talks about the next 2 to 3 years of the lending environment
- Getting into a deal and capitalizing legally
[11:54] – [25:28] Going All In in Real Estate Investing
- How to Grow Your Commercial Real Estate Holdings
- Why you should not go cheap in investing
- Looking for the best people for the best deals
- What You Should Know About Agency Debt
- Why The Time is Now
[25:29] – [29:38] Final Four Segment
- What Julie Anne would invest in with only $20,000
- Look for education and a mentor
- How Julie Anne would help in a real estate mistake
- Get a team set
- Julie Anne’s way to make the world a better place
- Putting teams together
- Reach out to our guest – see links below
- Final words
Tweetable 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
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Connect with Julie Anne Peterson through jpeterson@oldcapitallending.com, 972-833-2774, and LinkedIn. Check out Zoom at 8pm EST, Old Capital Podcast, and http://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.
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Email me → sam@brickeninvestmentgroup.com
