IRO- Independent Rental Owners Open Meeting

Program: Unlocking the Power of Your Operating Budget

The foundation of any investor proforma starts with a meticulously crafted operating budget, serving as your essential roadmap for managing your assets efficiently and effectively.

Join us on September 26th for an engaging panel discussion featuring industry experts:

Panelists:

• Independent Rental Owner (IRO): Mike Spotts, Owner of Skyview Management, LLC
• Property Management: Joel Delgado, Owner of Touchstone Property Management, LLC
• Lender: Ryan McDaniel, Dallas Market President at Grand Bank

Our panelists will share their strategies for developing an operating budget, key considerations, and the valuable lessons they’ve learned throughout their careers. Learn to avoid common pitfalls and apply these insights to optimize your operations.

Discussion Highlights:

• Refine your skills in creating precise operating budget estimates across various expense categories.
• Discover what lenders focus on in owner-provided operating budgets and how these insights can influence your financing options.
• Examine the role of property management companies in crafting accurate and reliable operating budgets.
• Understand the critical elements to assess when underwriting a historical T-12 financial statement.
• Explore best practices for effectively underwriting insurance and taxes.
• Identify key operational milestones essential for successful budget planning and implementation.

Don’t miss this chance to gain actionable knowledge from seasoned professionals and elevate your approach to managing your assets.

CANCELLATION AND NO-SHOW POLICY:

Lunch is included and is ordered 48 hours before the event. If you can no longer attend this meeting, we ask that you notify membership@aagdallas.com 48 hours before the event. All no-shows and cancellations within the 48-hour window will be charged a $15.00 fee. For questions, contact membership@aagdallas.com