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Information Packet on Dennis Warr & Marti Castle Warr and their company Plan Z Property Solutions, LLC Prepared for RealEstate.Finance.Ning.com July 18,

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Presentation on theme: "Information Packet on Dennis Warr & Marti Castle Warr and their company Plan Z Property Solutions, LLC Prepared for RealEstate.Finance.Ning.com July 18,"— Presentation transcript:

1 Information Packet on Dennis Warr & Marti Castle Warr and their company Plan Z Property Solutions, LLC Prepared for RealEstate.Finance.Ning.com July 18, 2013

2 1.Personal Bios 2.Company Philosophy 3.Family Photos (2 pages) 4.Education: College Degrees & Military Service 5.Credit Reports (2 pages) 6.Accomplishments & Experience 7.Articles of Incorporation 8.Membership Transfer Documents 9.Liability Insurance Policy 10.Overview and Pictures of Previous Projects (3 pages) 11.Lender References 12.Investing References 13.Character References

3 Personal Bios MARTI: "I have always had an eye for the opportunity house and have required every real estate purchase I have ever made, including my own personal residences, to have potential as an investment property. I love turning a house that nobody wants into something lovely and desirable. I have twenty-four years of experience in the financial services industry, from being a partner in an investment advisory firm, to working as an auditor in a nationally recognized mortgage company. I bring considerable knowledge and understanding of how to put money to work in my current full-time role as the Plan Z Business and Finance Manager. MEET MARTI AND DENNIS Investing in Real Estate has been a passion for Marti and Dennis for many years. Currently, they own and manage more than $450,000 of real estate holdings. In addition, to purchasing, rehabbing, and reselling seven houses over the past 3 years, they have purchased and resold two apartment complexes for a total overall business profit of $125,000. And this is just the beginning… our goal is to turn 12 properties in the remainder of 2013 while solidifying the teams and streamlining the systems in place to support this productivity. DENNIS: "I have 13 years of sales and marketing experience in various capacities, with a successful sales record over many years that encompassed selling cars to missionary work to recruiting for the Navy. I am a 20-year retired veteran of the U.S. Armed Services where I served for a time as a Navy Recruiter and Training Officer. Since my Navy retirement, I have been instrumental in the maintenance, repair, and finish work for several single and multi-family properties and the management of personally owned multi-unit rental properties. I bring much humor and dedication to Plan Z as the Construction & Sales Manager.

4 Company Philosophy WHY PLAN Z? We have the perfect team for successful real estate investing. We are successful for our investors because we have the right combination of knowledge, leadership, and breadth of experience to get things done. We are also part of a larger networked community of investors that support and facilitate each others success. Through this community, we have acquired the tools and systems that assist us to be highly productive and efficient in buying and selling properties. We also have the perseverance to patiently see things though. These are the things that set us apart and help us achieve success. At Plan Z, we utilize cutting edge software and technology to systematize the processes of property acquisition, cost analysis, strategic recommendations, and property resale. We buy by the numbers, but we also believe that negotiating is an art that is best handled by professionals with all the details at their disposal. Our systems give us that edge. OUR PHILOSOPHY Its not a deal unless everybody wins! We are ethical investors who want to lift and build the communities where we do business and to be part of the solution to todays overwhelming economic problems. The tough times we live in hold hope and opportunity for Real Estate Investors. Now, more than ever, people need hope. Now more than ever, the nation needs investors with entrepreneurial spirit to make things happen. Now more than ever, there are deals upon deals filled with the opportunity to deliver that hope. Property values and interest rates are lower today than they have been in fifty years and with the continued fallout of the recession, there are more than enough deals out there to keep all the real estate investors working. There is abundance for us all. The high return on, and demand for, investments secured by real property that wont evaporate with the descent of the stock market is higher than its ever been. Come help us take advantage of the opportunity to deliver real hope and change.

5 Family Photos Marti & Dennis & Cassie Dennis & his brother, Joe Marti & son, Daniel, & his wife, Monica Dennis, Marti, Donald, Katie (Martis daughter) & Katies husband, Erick Marti – Most Current

6 Education & Military Service Marti Real Estate Investor Training, 2010 Nouveau Riche University at Scottsdale, AZ Doctoral Candidate, Vocal Performance (ABD) Florida State University at Tallahassee, Florida Masters Degree, Vocal Performance 2003 Brigham Young University at Provo, Utah Bachelors Degree, Vocal Performance, Cum Laude, 1990 California State University at Los Angeles Certification: Financial Paraplanner, College of Financial Planning, 1987 Dennis Real Estate Investor Training 2010 Nouveau Riche University at Scottsdale, AZ Bachelors Degree (almost finished), English, Brigham Young University at Provo, Utah Army 4 years (Honorable Discharge, 1975) Navy 16 years (Retired with honor, 1998)

7 Credit Report - Dennis TransUnion Credit Report Summary April 24, 2013 PERSONAL INFORMATION NAME: DENNIS C. WARR DATE OF BIRTH: 1948 CURRENT ADDRESS: PO BOX IDAHO FALLS, ID /28/2011 SUMMARY TransUnionExperianEquifax TOTAL ACCOUNTS: OPEN ACCOUNTS: CLOSED ACCOUNTS: DELINQUENT: DEROGATORY: BALANCES: $199,473 $199,450 $199,450 PAYMENTS: $1,683 $1,685 $1,685 PUBLIC RECORDS: INQUIRIES (2 Years): 010 YOUR CREDIT SCORE Score: 758 of 990 Grade: C Created on: 04/24/2013 YOUR CREDIT SCORE Score: 770 of 990 Grade: C Created on: 04/24/2013 YOUR CREDIT SCORE Score: 766 of 990 Grade: C Created on: 04/24/2013

8 Credit Report - Marti TransUnion Credit Report Summary April 24, 2013 PERSONAL INFORMATION NAME: MARTI CASTLEWARR DATE OF BIRTH: 1956 CURRENT ADDRESS: PO BOX IDAHO FALLS, ID /2011 SUMMARY TransUnionExperianEquifax TOTAL ACCOUNTS: OPEN ACCOUNTS: CLOSED ACCOUNTS: DELINQUENT: 0 0 DEROGATORY: 0 0 BALANCES: $294,700 $294,700 $294,700 PAYMENTS: $2,539 $2,539 $2,539 PUBLIC RECORDS: INQUIRIES (2 Years): 1 11 YOUR CREDIT SCORE Score: 777 of 990 Grade: C Created on: 04/24/2013 YOUR CREDIT SCORE Score: 776 of 990 Grade: C Created on: 04/24/2013 YOUR CREDIT SCORE Score: 776 of 990 Grade: C Created on: 04/24/2013

9 Accomplishments & Experience FLIPS 566 Dalling St., Sugar City, ID$15, Center St., Shelley, ID$4, N 7 th W, St. Anthony, ID$16, E 2 nd S, Rexburg ID$75,000 ( 4-plex sold Nov 2011) 610 Terrace Dr, Idaho Falls, ID$20, Garfield, Idaho Falls, ID$11, Bittern Dr., Ammon, ID~$17,000 (rehab completed, sale pending) 975 Spratt Ave., Idaho Falls, ID$26,500 (rehab still in process, personally owned) (projected) 820 Saturn Ave., Idaho Falls, ID$25,000 (recently purchased, rehab initiated)(projected) RENTALS 1015/1017 N. Harrison Ave., Pocatello, ID A 5-plex (gross rents/mo/ann) $1850/$22, Maple Dr., Rexburg, ID A duplex (gross rents/mo/ann) $1,600/$19,200 PropertyNet Profit

10 Certificate of Organization

11 Membership Transfer

12 Liability Insurance Our Liability Insurance Policy is addressed through the purchase of a separate Landlords Property & Liability Insurance for each property we acquire. We do not carry a separate Umbrella Liability Policy because it is not necessary at this time. This policy will be open for review in the future.

13 Overview and Pictures of 566 Dalling Dr. Purchase Price$78,000 Rehab/Holding/Sales Costs$10,000 Sales Price$103,000 Profit$15,000

14 Overview and Pictures of 1131 Garfield Ave. Purchase Price$30,000 Rehab/Holding /Sales Costs$29,000 Sales Price$70,000 Profit$11,000

15 Overview and Pictures of 975 Spratt Ave. Purchase Price$47,000 Rehab/Holding/Sales Costs~$35,000 Sales Price$108,500 Profit (projected)$26,500 We were living in this house while rehabbing it. Have moved to 820 Saturn to allow us to finish.


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