Opportunity for Investor Participation              November 16, 2012                   Presenter       Adam J Petriella, ...
Commercial Real EstateMortgage Brokerage: Positioning For The Next Wave         Commercial/multifamily mortgage       orig...
MOMENTUM is BuildingThe Mortgage Bankers Association (MBA) projects  originations of commercial and multifamily  mortgages...
The Wave is GrowingHow Can We Take Advantage of This Momentum?
Opportunity:      Originators Are Profitable • History Shows Each Originator Can Close  $25,000,000 in Annual Loan Volume ...
Challenge Hiring & Stabilizing Capable Candidates 100% Commissioned Sales Organizations Have            the Following Chal...
GOALHire and Develop 20 StabilizedLoan Originators Over The Next          24 Months.           RESULT Better Use of Time &...
Getting on A Wave Takes Time & Resources                Let’s Raise Probability
Raise Odds of Hiring Capable Loan Originators by Offering SupportFor As Little as $1000/month to as much as    $5000/month...
New Hires  10 Stabilized Loan Originators Can Net The                company $400,000                        Vs.Only 5 Sta...
Stabilized Originators Are Profitable:   Let’s Get More On The Wave!!By Offering Draws and Incentives Goal is toDouble Sta...
EXPERIENCE COUNTSPetriella Will Get Them Up and On The                 Wave
DEEP EXPERIENCE and MEASUREABLE       RESULTS in HIRING, TRAINING•   Petriella Joined National Brokerage Firm in 1987•   B...
Mitigate Risk With Proven Track Record and Existing InfrastructureOn track to close 30 Transactions in 2012 Worth Aggregat...
Financing Needs             Source: $250,000Return to Lender: 8%/Annum of Outstanding                   Principal         ...
Help The Real Estate Finance Group Go From This                      TO                     THIS
Help Me Get More People on The Wave              Thank you.
Opportunity for Investor Participation              November 16, 2012                   Presenter       Adam J Petriella, ...
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Business Plan 10 minute pitch

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10 Minute Pitch

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Business Plan 10 minute pitch

  1. 1. Opportunity for Investor Participation November 16, 2012 Presenter Adam J Petriella, Managing Partner
  2. 2. Commercial Real EstateMortgage Brokerage: Positioning For The Next Wave Commercial/multifamily mortgage origination volumes during the second quarter of 2012 were up 25 percent from second quarter 2011 levels, and up 39 percent from the first quarter of 2012, according to the Mortgage Bankers Association’s (MBA) Quarterly Survey of Commercial/Multifamily Mortgage Bankers Originations.
  3. 3. MOMENTUM is BuildingThe Mortgage Bankers Association (MBA) projects originations of commercial and multifamily mortgages will hit $230 billion in 2012, an increase of 17 percent from 2011 volumes, and continue to rise to $290 billion in 2015. In addition to New Originations: By the end of 2015, existing mortgage debt outstanding is forecast to exceed $2.5 trillion.
  4. 4. The Wave is GrowingHow Can We Take Advantage of This Momentum?
  5. 5. Opportunity: Originators Are Profitable • History Shows Each Originator Can Close $25,000,000 in Annual Loan Volume ONCE STABILIZED.• This Represents $200,000 in Average Gross Fees • Currently Running at 20% Profit Margins Or $40,000/Originator
  6. 6. Challenge Hiring & Stabilizing Capable Candidates 100% Commissioned Sales Organizations Have the Following Challenges:• Risk Losing Very Good Recruits to Salaried Jobs or Sales Jobs With Draws or Benefits• Risk Losing Performers if Additional Hiring is Lackluster• Opportunity Cost to the Company for Slow or Mismatched Hiring
  7. 7. GOALHire and Develop 20 StabilizedLoan Originators Over The Next 24 Months. RESULT Better Use of Time & Talent PROFITS
  8. 8. Getting on A Wave Takes Time & Resources Let’s Raise Probability
  9. 9. Raise Odds of Hiring Capable Loan Originators by Offering SupportFor As Little as $1000/month to as much as $5000/month, hiring can be impacted dramatically. Now Interview 10 Hire 3 Of 15 Hire’s: Stabilize 5 in 1 Year Other 10 Wash Out Goal to Stabilize 10 in 12 Months
  10. 10. New Hires 10 Stabilized Loan Originators Can Net The company $400,000 Vs.Only 5 Stabilized Originators in Same Timeframe Netting $200,000
  11. 11. Stabilized Originators Are Profitable: Let’s Get More On The Wave!!By Offering Draws and Incentives Goal is toDouble Stabilized Originators, Grow Company Faster
  12. 12. EXPERIENCE COUNTSPetriella Will Get Them Up and On The Wave
  13. 13. DEEP EXPERIENCE and MEASUREABLE RESULTS in HIRING, TRAINING• Petriella Joined National Brokerage Firm in 1987• Became Top Performer (100% Commissioned Sales) in Los Angeles Office• Left Brokerage Production for Executive Track With Same Company (salaried position)• Turned around money losing Orange County CA Office (Netting $2MM/annum) Overseeing in Excess of 500 Closed Transactions in a 72 month span.• Executive in Charge of Developing New Lines of Business (Hospitality Brokerage Closing 5 Deals/Month Within 60 Months)• Executive in Charge of Opening North East Offices Grossing $2MM in 15 Months• Responsible For Hiring and Training Several of Company’s Top Earners• Rejoined Sales Force in 2004: Capital Markets Division in Los Angeles Closing Upwards of $250MM in 7 years (100% Commissioned)• Departed From Company December 2011 Opening Los Angeles Office of The Real Estate Finance Group with partner.• Opened New York City Branch in September 2012: Net 4 Full Time Hires Since September
  14. 14. Mitigate Risk With Proven Track Record and Existing InfrastructureOn track to close 30 Transactions in 2012 Worth Aggregate Amount of Approximately $60,000,000 Track Record Intellectual Capital Good Reputation Existing Client Base Brand Name & Logo Corporation Infrastructure Experience Proof of Concept 7 Full Time 1 PT 1 Intern 1 Analyst/Processor Pipeline of Closings Cash Flow
  15. 15. Financing Needs Source: $250,000Return to Lender: 8%/Annum of Outstanding Principal Term: 60 Months Payout From Cash Flow Use: Conservatively and Thoughtfully Offer Draws to Best Candidates
  16. 16. Help The Real Estate Finance Group Go From This TO THIS
  17. 17. Help Me Get More People on The Wave Thank you.
  18. 18. Opportunity for Investor Participation November 16, 2012 Presenter Adam J Petriella, Managing Partner

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