Nashville Underwriting Mastermind

June 20th 5:30PM CST

to

June 22nd 12:00PM CST

Nashville, TN

Event Schedule:

Friday, June 20th

  • 5:30 PM - 6:30 PM | Happy Hour & Networking

  • 6:30 PM - 7:30 PM | Commercial Real Estate Deal Pitch

  • 7:30 PM - ?? | Late Night Networking

Saturday, June 21st

  • 8:00 AM – 8:45 AM | Welcome Message & Event Overview

    • Introduction to the day’s sessions and objectives

    • Importance of mastering underwriting for successful deal-making

  • 8:45 AM – 9:30 AM | Session 1: The Anatomy of a Commercial Real Estate Deal

    • Breaking down the key components of a deal

    • How to approach underwriting with a risk-mitigation mindset

    • Understanding different asset classes (Multifamily, Retail, Industrial, Office, Flex)

  • 9:30 AM – 9:45 AM | Break

  • 9:45 AM – 10:30 AM | Session 2: Gathering the Right Data – The Underwriting Checklist

    • Step-by-step walkthrough of what data to collect and why it matters

    • Evaluating financials, expenses, and market conditions

    • Hands-on exercise: Reviewing a sample rent roll and T-12

  • 10:30 AM – 10:45 AM | Break

  • 10:45 AM – 11:30 AM | Session 3: Understanding the Numbers – NOI, Cap Rates & Valuation

    • How to accurately calculate Net Operating Income (NOI)

    • The role of Cap Rates in property valuation

    • Sensitivity analysis: How small changes impact deal viability

  • Lunch Break (11:30 AM – 12:30 PM)

    A chance for networking, Q&A with speakers, and informal discussions.

  • 12:30 PM – 1:15 PM | Session 4: Red Flags in Underwriting – When to Walk Away

    • Identifying financial, market, and operational red flags

    • Common seller tricks & misrepresentations

    • Case study: A deal that looked great on paper but fell apart

  • 1:15 PM – 1:30 PM | Break

  • 1:30 PM – 2:15 PM | Session 5: Financing Your Deal – Debt, Equity & Capital Stacks

    • Understanding loan terms, DSCR, and leverage

    • Creative financing strategies (Seller financing, mezzanine debt, preferred equity)

    • Structuring deals to attract lenders and investors

  • 2:15 PM – 2:30 PM | Break

  • 2:30 PM – 3:15 PM | Session 6: Real-Life Underwriting Case Study – Hands-On Deal Analysis

    • Attendees will underwrite a real commercial deal step-by-step

    • Analyzing income, expenses, financing, and risk factors

    • Group discussion on whether to move forward or pass on the deal

  • 3:15 PM – 3:30 PM | Break

  • 3:30 PM – 4:15 PM | Session 7: Exit Strategies & Stress Testing Your Deal

    • Planning for multiple exit strategies (Sell, Refinance, Hold)

    • Stress-testing underwriting assumptions (What happens if rents drop, interest rates rise, or vacancies increase?)

    • Preparing deal presentations for lenders and investors

  • 4:15 PM – 4:30 PM | Break

  • 4:30 PM – 5:00 PM | Closing Session: Live Q&A and Next Steps

    • Open floor for final questions

    • Actionable next steps for improving underwriting skills

Sunday, June 22nd

  • 8:30 AM – 9:00 AM | Meet at Property & Deal Overview

  • Introduction to the property: Type, size, location, and seller’s asking price

  • Discussion of key factors to evaluate during the tour

  • 9:00 AM – 10:00 AM | Live Property Walkthrough & Due Diligence

  • Exterior & Interior Inspection:

    • Building condition, roof, HVAC, plumbing, electrical

    • Deferred maintenance & potential CapEx needs

  • Tenant & Lease Evaluation:

    • Review current tenants, lease terms, and rent roll (if available)

    • Identifying under-market rents or lease risks

  • Market Context:

    • Neighborhood overview & competing properties

    • Assessing foot traffic, accessibility, and economic growth

  • 10:00 AM – 10:15 AM | Travel to Conference Room

  • 10:15 AM – 11:30 AM | Underwriting & Deal Viability Workshop

  • Break into teams & underwrite the deal using Saturday’s framework

    • NOI & Cap Rate Analysis

    • Financing Options & DSCR Evaluation

    • Operating Expenses & Value-Add Potential

    • Exit Strategy Considerations

  • Teams present their underwriting conclusions

    • “Would you buy this deal? Why or why not?”

  • 11:30 AM – 12:00 PM | Closing Remarks & Next Steps

  • Key takeaways from the weekend

  • Action plan: How to continue improving underwriting skills

  • Final networking before departure

Location Details:

Hampton Inn & Suites Nashville North Skyline
3451 Dickerson Pike
Nashville, Tennessee 37207
United States

Enjoy the comfort and convenience of staying right at the event venue.

🏨 Hotel Booking

We’ve secured a discounted rate for event attendees!
Click here to book your room at the special rate.

Registration Closes May 31st

Tickets are $100 each, please pay after registration. You will be auto-directed to the link.

Members are permitted to bring one (1) guest - please fill out a separate form for them below and purchase a separate ticket.