Financial Exploration on Fund Friday: Insights on Due Diligence and Financial Projections by Mathew Owens

by | Mar 31, 2024 | Bank Failures

Financial Exploration on Fund Friday: Insights on Due Diligence and Financial Projections by Mathew Owens




Welcome to episode 18 of Fund Friday! Today, we are joined by Mathew Owens, the founder of OCG properties. We talked about how he discovered his passion for real estate and built a successful business, investment strategies, and many more! Learn about the importance of due diligence, cultivating relationships, and achieving financial freedom. We’ll also discuss the benefits of passive investing, diversification strategies, and the impact of economic factors like interest rates.

Regardless of your experience level in investing, whether you’re well-versed or just starting out, this episode provides valuable insights. Tune in now and share your thoughts with us!

Rob oversees acquisitions and capital markets for Lone Star Capital and has acquired over $600M of multifamily real estate. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions. He has written over 50 articles about underwriting, deal structures, and capital markets and hosts the Capital Spotlight podcast, which is focused on interviewing institutional investors.

👉 Learn more at www.lscre.com

👉 Grab a copy of Structuring And Raising Debt & Equity For Real Estate at

▪︎ Get a FREE copy of the Passive Investor Guide:

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With over $600 million in acquisitions and over 30% gross realized returns since 2018, Lone Star Capital is a fast-growing real estate investment firm owning and operating over 3,500 multifamily units in Texas. We deliver superior risk-adjusted returns through diligent sourcing and selection, vertically integrated property management, and rigorous reporting.

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Timestamps:
00:00:00 – Introduction
00:03:02 – Starting Over in Real Estate After a Major Setback
00:05:58 – Concerns in the Commercial Debt Market
00:09:02 – Building Wealth through Real Estate Investing
00:12:12 – Investing Strategies: Finding Opportunities
00:15:05 – Underwriting and Analyzing Investment Deals
00:18:03 – Risk-Adjusted Returns and Handicapping Properties
00:21:13 – Due Diligence and Financial Projections
00:24:11 – Important Due Diligence Checklist
00:27:08 – The Importance of Due Diligence Checklists
00:29:49 – Due Diligence Process and Investing
00:32:33 – Assessing Risks in Real Estate Investments
00:35:44 – The Importance of Slow Growth and Building Relationships
00:38:44 – Building Wealth with Passive Investing
00:41:27 – Trading Time for Money
00:44:34 – Achieving Financial Freedom and Leaving the Rat Race
00:47:18 – Shifting to a Hybrid Position
00:50:21 – Diversifying into Different Asset Classes for Risk Mitigation
00:53:25 – The Impact of Interest Rates on the Housing Market
00:56:27 – Opportunities in Real Estate Investments
00:59:26 – Investing in Lower Rent Levels and Short-Term Promissory Notes
01:02:13 – The Impact of Mortgage Rates on the Economy
01:05:13 – Potential Economic Crisis Due to Bank Failures…(read more)


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Fund Friday E18: Exploring Due Diligence and Financial Projections with Mathew Owens

This past Friday, budding entrepreneurs and investors had the opportunity to participate in Fund Friday E18, a virtual event that delved into the world of due diligence and financial projections. The session was led by Mathew Owens, a seasoned investor and entrepreneur who shared his expertise and insights with the attendees.

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Due diligence is a crucial step in the investment process, where investors thoroughly investigate a company before making a decision to invest. Mathew Owens highlighted the key aspects of due diligence that investors should focus on, including market analysis, competitor research, management team evaluation, and financial statement review. By conducting due diligence, investors can mitigate risks and make more informed investment decisions.

In addition to due diligence, Mathew Owens also discussed the importance of financial projections in the investment process. Financial projections are estimates of a company’s future financial performance based on historical data and market trends. They help investors assess the potential returns on their investment and make informed decisions about the viability of a business. Mathew Owens shared valuable tips on how to create accurate and realistic financial projections, emphasizing the importance of using conservative assumptions and considering different scenarios.

During the session, attendees had the opportunity to ask Mathew Owens questions and engage in discussions about due diligence and financial projections. The event provided a valuable learning experience for both aspiring entrepreneurs seeking funding and investors looking to make smart investment decisions.

Fund Friday E18 was a great success, thanks to Mathew Owens’s insightful presentation and the active participation of the attendees. The event highlighted the importance of due diligence and financial projections in the investment process and provided valuable guidance to those looking to navigate the world of startup investing.

For anyone interested in learning more about due diligence and financial projections, Fund Friday E18 was a must-attend event. Stay tuned for future Fund Friday events, where we will continue to explore different aspects of startup investing and provide valuable insights from industry experts like Mathew Owens.

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