Rod's Deal Desk

Rod's Deal Desk

Please Download These Forms and Complete Them Before Submitting A Deal:

Deal Desk Submission Instructions/Process

How to Submit a Deal to the Deal Desk:

Please Note – We Will Not Consider Any Deal Where All the Steps Below Have Not Been Followed.

Below are required steps for submitting a prospective deal to our deal desk. To ensure your deal can be reviewed promptly, please follow these instructions exactly. Submitting complete information is required. Deals cannot be reviewed unless all the steps and requirements have been met.

Step #1

Begin by making sure your deal meets our minimum criteria as reflected below:

Investment Criteria – Multifamily and Mobile Home Parks

Markets :       MSA’s with a population of at least 100,000, characterized with growing population and employment.

Preferably diverse economy, in the path of growth, with above average growth rates and over exposure to more stable industries.

Pricing:           $2M to $25M+

Asset Class:    B and C

Units:               40+

Acquisition type:   Stabilized or distressed multi-family

Investment Profile: Value-Add/ Reposition or stabilized assets with operational and physical repositioning opportunities leading to:

  • Increased NOI and cash flow through performance of property operations over a long-term hold
  • Ability to demand increased rents through amenity upgrades at the property and compete with newer or nicer properties at well below replacement cost.

Financial Profile:    Cash on Cash Return (year 1) – Minimum 5%
Cash on Cash Return (5 year avg) – Minimum 8%

IRR (5 year) – Minimum 14%

Leverage – Maximum 80%

Step #2

Begin by watching the instructional video below: “How to Complete The Deal Submission Template.” That template is part of our deal evaluator software. We only require you to fill out the template initially. As the deal progresses, you will likely want to access the full software.

Step #3

  • Send an email to: DealDesk@RodKhleif.com to include the following:
  • # of units in city name, state and your name & your contact information
  • The fully filled out Deal Submission Template
  • The following documents
  • Trailing 12 income & expenses / P&L
  • Additional years of P&L statements if available
  • Rent roll
  • Photos of the property
  • Link to the listing of the property if it’s a broker deal
  • Any other relevant documents or information you have received
  • In the Deal Submission Template answer all of the questions including:
  • The “story” of the property.  How you found it, why you like it, reason the seller is selling, etc.
  • Your goal or business plan for the property after acquisition; i.e. syndicate, buy and hold, flip, wholesale, reposition, etc.

Step #4

  • We will respond to you with any initial questions and/or a confirmation that we plan to begin analyzing your deal.  Once we begin analyzing your deal we will communicate any questions, additional information needed, documents needed, etc.

To complete the evaluation promptly, please respond and provide the requested information as quickly as possible.

If at any point in this process, we feel the deal has no merit we will let you know immediately and why.

Step #5

  • Once we have completed our preliminary evaluation of your deal, and we feel the deal has merit, we will send you a link to schedule a Deal Review Call.

What to Expect After the Call

Here’s what you should expect from the Deal Review Call:

If we find your deal isn’t “ready” we will provide you with instructions regarding what needs to be completed.  This could be further research, more thoroughly underwriting the deal, or a different offer price/terms.

Once you implement the action steps we provide you, we will schedule another Deal Review Call.  Again, if at any point during the process your deal is determined not to have merit or meet our minimum requirements you will be notified immediately and informed why the deal was disapproved.

If we find your deal is “ready” we will begin discussing the steps for partnering with REM Equity Group, my company that will be raising the money for your deal.  A call will be scheduled to discuss how to best work together and structure the deal.  We will work through a Joint Venture Agreement with you to determine roles, responsibilities, equity split, and/or compensation for you.

We are excited to work with people that are motivated, have a great work ethic, and operate from a place of integrity. We are excited to work with people that are willing to roll up their sleeves to get a deal done and stabilized. We look forward to working together with you!

Please watch the Video Tutorial of the Deal Submission Sheet


When submitting your deal and corresponding documents, please double check to include the Deal Submission Template in your email as well as the following documents:

  • Trailing 12 income & expenses / P&L
  • Additional years of P&L statements (if available)
  • Rent roll
  • Photos
  • Link to listing if broker deal
  • Any other relevant documents or information you have received

Click here to download the Deal Submission Template

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