Review for Exam 1

September 12, 2017

Review:

  • ROI Pro Forma Analysis
  • Exam 1 on Thu
    • ROI analysis
    • Bring 1-page output to exam

Presentation:

  • Review topics for Exam 1
    • How to buy a single family home
      • Save for down payment
      • Loan pre-approval
      • Property search, MLS
      • Offer, Negotiation, Under Contract
      • Earnest Money
      • Inspection
      • Appraisal
      • Title, Escrow, Closing
    • Mortgage 101
      • Down payment (20%)
      • Fixed vs ARM
      • Interest rate
      • Amortization schedule
      • Property Taxes
      • Hazard Insurance
      • PMI
    • Comparable Sales Analysis
      • Single Family Valuation
      • Identify “comps”
      • Price per SqFt
      • Adjustments to account for key differences
    • ROI Pro Forma Analysis

Assignment:

  • Prepare 1-page ROI analysis output
  • Study for Exam 1

 

Justin

Justin Holman is CEO of Aftermarket Analytics, where he leads efforts to develop cutting edge sales forecasting and inventory optimization technology for the Automotive Aftermarket. Prior to joining Aftermarket Analytics, Justin managed corporate consulting for the Strategy & Analytics division at MapInfo Corporation, leading major projects for retail clients including The Home Depot, Darden Restaurants, Bridgestone-Firestone, Sainsbury’s and New York & Company. Before that, Justin served as Vice President of Software Development at LogicTools, now part of IBM's supply chain application software group. Justin holds a B.A. from Claremont McKenna College, a Ph.D. from the University of Oregon and an Executive Management certificate from Northwestern University's Kellogg School of Management.

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