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Deal Sourcing and Underwriting: Understanding a Key Part of the Ballast Rock “Special Sauce”

11/3/2021

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A Comprehensive Look at Underwriting Process
At Ballast Rock we pride ourselves in our process-oriented approach to sourcing, underwriting, and acquiring real estate.  The “secret sauce” to our success comes from our deep relationships with sellers and brokers in the Southeast, our attention to detail, and our boots on the ground approach to acquisition and management.  In this educational article, we briefly discuss each of the steps involved from the moment we hear about opportunities to getting to the closing table and putting the property under management.

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Late Cycle Investing: Read the Data, Not the Headlines!

11/18/2019

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I recently had the pleasure of presenting to a large group of real estate investors in Dallas at the annual 506 Group Investor Forum. As a participant in a panel about late cycle investing, it was apparent that this subject is top of mind for many investors.  Most investors have benefited from a ten-year bull run after the longest uninterrupted economic expansion in U.S. history.  Many are now looking across the U.S. economy and globally at frothy prices in many asset classes and questioning how to position themselves and their portfolios for what is to come. In this article we will frame the stages of the business cycle, attempt to ascertain where the U.S. economy is in that cycle, and ultimately discuss things to consider when positioning one’s portfolio for late cycle investing and beyond. (1) I will make the case that though we are “late cycle,” we are not “end cycle.” As such, portfolio positioning should start to contemplate recession resilience, yet not let the hangover of the Great Recession drive us to fear-based investing, in particular when it comes to real estate.

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Portfolio Strategy: Investing for the Soon to be Retired

8/6/2019

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Even for those with the earnings, wealth, and foresight to capably prepare, being financially ready for retirement can be a daunting task. Research on the subject is widespread and can become a winding labyrinth of vendors pitching their specific product solution. In this article we attempt to summarize some of what we believe to be the most relevant and interesting materials out there and provide the perspective that educates our investing decisions.

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    Authors:
    ​Tom Carroll

    Tom is the Founder and CEO of Ballast Rock. 
    ​Prior to becoming a private equity professional, Tom had a 14yr career on Wall Street, most recently as a desk head at Goldman Sachs & Co.

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    ​Simon O'Shea
    ​
    As Chief Investment Officer for Ballast Rock Simon leverages his almost twenty years working in a variety of Institutional Fixed Income sales management positions for companies like Morgan Stanley, Lloyds Bank and BNP Paribas. 

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The information contained on the Ballastrock.com web site has been prepared by Ballast Rock Holdings LLC (“Ballast Rock”) without reference to any particular user’s investment requirements or financial situation. Potential investors are encouraged to consult with professional tax, legal, and financial advisors before making any investment into a private offering of securities.  An investment in private securities would be speculative and would involve a high degree of risk. Investors must be prepared to bear the economic risk of such an investment for an indefinite period of time and be able to withstand a total loss of their investment. Please consider carefully the investment objectives, risks, transaction costs, and other expenses related to an investment prior to deciding to invest.  All private placements of securities and other broker dealer activities are currently offered through a partnership with Independent Brokerage Solutions LLC MEMBER: FINRA / SIPC (“IndieBrokers”), which is located at 485 Madison Avenue 15th Floor New York, NY 10022. (212) 751-4424. Ballast Rock Holdings LLC and its affiliates are independent and unaffiliated with IndieBrokers.  Any securities transactions or related activities offered by Ballast Rock associated persons are conducted in their capacities as registered representatives of IndieBrokers.  Please see our Form CRS. 
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To check the background of IndieBrokers and its representatives, visit FINRA’s BrokerCheck. 
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  • Home
  • What We Do
    • Real Estate >
      • Multifamily
    • Ventures >
      • Acronym Venture Capital
      • Louisiana Green Fuels
    • Capital Advisory
  • About Us
    • Our Story
    • Leadership
  • Fund Updates
    • Acronym VC Fund
    • Louisiana Green Fuels
    • Sunbelt Fund II
    • Sunbelt Fund I
  • Education
    • Portal "How To"
    • Corporate Deck
    • Articles
    • Press >
      • Lument Workforce Housing Webcast
      • CoStar Gleneagle Article
      • CoStar Coleman Article
      • Multifamily Executive
  • Login