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Bulk Portfolio Acquisition Strategies

13 minPRO
2/6

Key Takeaways

  • Bulk portfolios sourced through direct bank relationships, loan sale advisors, and government entities.
  • Portfolio analysis requires property-by-property evaluation within portfolio-level IRR framework.
  • Assume bottom 20% of properties perform at worst-case in portfolio modeling.
  • SPE structure isolates portfolio risk from other investor assets.
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Test Your Knowledge

1.What discount do medium bulk REO pools (15-50 properties) typically offer?

2.What should be modeled at worst-case levels in portfolio evaluation?

3.Why should bulk acquisitions be structured through an SPE?