06/17/2026
A deal only works if the numbers work in real life, not just on a spreadsheet.
Do you know how to limit your risk of being wrong when underwriting commercial real estate? Our podcast guest, Julie Anne Peterson of Old Capital shares why strong underwriting goes beyond assumptions. Before moving forward on a deal, she says first, talk to three key people: the tax assessor, an insurance broker, and a property manager to get their numbers on the deal.
Why? Because taxes usually change after a sale, insurance costs increase accordingly, and projected rent growth needs to match what’s actually happening in the market. Your property management team needs to give input and agree the projected rents are attainable.
The best investors don’t guess. They build their decisions around real data, local expertise, and honest feedback from the people closest to the deal.
Julie Anne has many tips in this podcast. Listen to the full episode. The link is in the comments. Like, share, and/or comment for Pivotal Points!