Archive for December, 2006

All Form and No Function.

Friday, December 22nd, 2006

The lack of practicality in some things amazes me. This coming from someone who has a great appreciation for the aesthetic. How is one supposed to dry one’s hands with a holiday adorned hand towel which rivals the size of a Post-It note?

If decoration is the order of the day then let’s put decoration in its place with some backup in a supporting role.

While this personal experience is just a representation I have to say that I could make a strong argument for the polar opposite where function trumps all form, but you’ll have to stay tuned to a later post to see that rant.

Kyle Dreier

Finding the Sweet-Spot in Real Estate Investing.

Monday, December 18th, 2006

It’s early on a Saturday morning and I’m probably a good thirty to forty-five minutes from completing a good night’s sleep, but that’s not on the agenda today. In march my two-year old and four-year old boys. One starts by tugging on my arm demanding “come on dad!” and the other is asking and proclaiming “it’s wake up time?!” Welcome to what will turn out to be a nice, yet sleep deprived day with my boys.

Saturdays are like most days in our house … listening to what our kids want. (Just for the record, they don’t get everything they want.) I’ve got to assume that life will be much the same as they get older. (God help us during the teen years.) My point? My kids are no different than most kids and, I confess, no different than me. I’m all about what “I” want. It’s funny and sad at the same time … I’m a 40 year old selfish baby. I’m always searching, positioning and maneuvering for what “I” want.

I like to think I have good and honorable goals to be a good person, a good husband, a good dad. I desire to have a certain level of life style and standard of living for me and my family. I also desire to share the wealth. Getting from point “A” – the desire, to point “B” – the reality, is where the real work resides.

I find myself being just like my kids when it comes to work – I want to do it my way, and being the human being that I am, I’m always looking for a way that requires the least of me and my time. It’s the path of least resistance … but with the biggest reward. Yes, it’s a bit of a contradiction. I find, realistically, it’s more of an exercise in evaluating the myriad of paths and understanding the potential rewards of each.

Right out of college the path I chose was a job in corporate America. Then the path was to move up the ladder to a very prestigious position. Then it was venturing out and starting my own business with great success. All the while I was looking for the path of less and less resistance and more and more reward – the easy road. I had a nice run with the stock market but that didn’t last like I’d hoped. I wanted something that I could touch, feel and get excited about. For me the next natural step was real estate. I was doing well buying, renovating and selling or leasing homes, but owning and managing rental property turned out to be a great exercise in figuring out what I didn’t enjoy.

Owning rental property would have been great without the interviewing potential tenants, waiting for the rent check to arrive, wondering when a tenant would decide to leave, the anticipation of how things would look after they moved out, the relentless costs of owning real estate … property taxes, debt service, maintenance … the list goes on and on.

I remember how my stomach would churn when I’d see a call from a renter on my caller ID. I’d let it ring three or four times while I calculated in my head … how much a new air conditioner would cost … how long it’d take to get a roofer to fix a leak … how many times the toilet had been clogged … then I’d answer the phone with my heart rate going as fast as Lance Armstrong through the French country side.

“Enough!” I said. “That’s it for me! No more!” I finally put my foot down. I wanted to do what “I” wanted to do and I didn’t want the hassles of owning rental properties. That’s when the real work began. What would the path be that provided the least work but the biggest reward? Where would I find the utopia I longed for? It wasn’t some three payment package on a late night infomercial, that’s for sure.

I had the fortunate experience of meeting Steve Presley (now one of my business partners) through our small group at church. He told me about a real estate investing process I’d never heard of. He shared with me how I wouldn’t have to deal with toilets, taxes, tenants, turnover and all the other pitfalls that my previous real estate investments possessed. Being the open minded yet critical skeptic that I am, I said “let’s go to breakfast.” I’m always willing to learn something new over pancakes and country ham.

What I discovered was that up to now my paradigm of real estate investing encompassed a very limited vision of how I could make money – particularly when it came to real estate development and new construction. I thought that when I would see a luxury high rise nearing completion that the developer would then make the individual units available for sale. Little did I know that each individual unit was sold before any construction had even begun. Even in single-family housing developments, I figure the developer was using the “build it and they’ll come” strategy. While building spec (see also speculation) might exist in some areas what I learned was there were individual investors just like me purchasing the real property prior to construction. I was halfway through my stack of pancakes when “preconstruction” became a new and valuable concept for me.

Purchasing something that isn’t build yet still sounded foreboding to me. In an effort to give “preconstruction” my “easy road” moniker I needed to know more. Imagine my delight when I discovered how, with a very small deposit, I could “control” real estate during the construction period without any of the other costs or hassles associated with investment real estate ownership. No property taxes. No homeowner dues. No maintenance. No repairs. No debt/loan service. No tenants. No insurance. By controlling this real estate I’d be participating in the appreciation – at a phenomenal cash on cash rate of return. It’s leverage without the costs of leverage. I purchase a $225,000 condo (2004 price) with a $25,000 deposit. Normally it takes two years or more to complete a high-rise condo development. If the market moves in an upward direction at even a nominal rate my leveraged position is producing exponential returns.

It was as if the clouds had parted and I’d found exactly what I was looking for. Not so fast though. What was the catch? When does Allen Funk come out and say “Surprise! You’re on Candid Camera!”? To my delight, upon further inspection I learn that this method of investing in real estate wasn’t the brainchild of an offshore penny-stock stockbroker but is regulated at the state level and highly controlled by lending institutions. I figured, if some bank is going to loan a developer $150 million then they’ve probably done a little more due diligence than I would or could.

My small deposit of ten percent of the purchase price would be used just like the lender’s money. The developer makes draws on funds during the construction process. My big concern was what if the developer skips out and leaves the project half done. That’s where the lender for the project is in the business of covering all the bases … and other parts of his anatomy. The lender requires the developer to carry a bond – basically an insurance policy on performance with the lender being the beneficiary.

With my ten percent cash deposit in the hands of the title/escrow company and my executed contract to purchase sitting in my filing cabinet now, I watched as construction began and proceeded for the next two-plus years. I had no other expenses. No heart-racing phone calls from tenants. But, what I did see was appreciation. Call it superb critical analysis or dumb luck, but by purchasing pre-construction in a growth market I saw my return on investment double, then triple, then quadruple.

As far as exit strategies go, pre-construction has plenty to offer for my taste. Yes, I could have sold my purchase prior to closing through a process known as “assignment”. Assignment allows the original purchaser to sell his contract, prior to completion of the project, to a third party who agrees to close and take possession. I chose to close myself and spend a little money on furnishings. I didn’t have to put more cash for furniture because my lender gave me a line of credit based on the appreciation I’d seen. I handed over the rental management of my property to the onsite management company. Yes, they take about thirty percent of the rental income, but I don’t have to lift a finger – and that’s how I like things … easy.

Now, on Saturdays I’m spending my time with my boys doing what “we” want to do which usually involves lots of water, countless toy cars and plenty of sand – plus the occasional review of our latest pre-construction investment.

Not My Problem(s).

Friday, December 15th, 2006

Part of my being critical is seeing room for improvement in many situations. I can’t tell you how many times I’ve looked at a friend’s situation and thought, and even said, how much better it could be.

My just knowing this is a step in the right direction for recovery, but what is the next step? One thing I know is that if I can focus less on someone else’s issues and work to see my own then I can move on to actually getting my own house in order.

I find that as I’m trying to instill some admirable qualities in my kids I often am left searching for those same qualities in my own life. What a great mirror children are.

Today I sit in my office where I am surrounded by piles of papers. Let me count … 23. That’s on the floor, on my desks, … oh wait … there are a few more on the other chair. I am a stack person.

Sadly, I pride myself at being, or trying to be, organized. I’ve got a label maker that I use. Doesn’t that put me ahead of the rest of messaholics?

At the end of the day I simply need to focus on my of issues and then I can gloat while I move on to others’ issues. Isn’t that how it’s suppose to be?

- Kyle Dreier

Off Any Given Sunday.

Monday, December 11th, 2006

Normally Sunday is a day of rest for me - both physically and mentally. Part of my rental rest includes a few hours of mindless channel surfing. Granted, channel surfing isn’t a world class sport in our house since we don’t have cable and all four and a half stations that we get come via circa 1968 rabbit ears.

One event that captures my attention on a Sunday afternoon while holding the cough down is golf. What other sport allows one to watch in a horizontal position and be lulled to sleep. I don’t mean this as an insult to golf. I love to watch golf. I stink at playing so I have a huge appreciation for it. But on a Sunday afternoon when I’m looking for a respite nothing works better than a whispering voice coming from the TV with play by play action from one shot to the next.

While that is the makeup of an ideal day of rest, yesterday was a bit different in the Dreier household. We didn’t get up and get our dose of political news. We didn’t fill idle time with weather reports. We didn’t even put a Veggie Tales video in while dinner was being prepared. All 40 inches of TV (that’s a 27 and a 13 inch) in our house remained off yesterday.

We didn’t start out the day declaring that is would be a TV-free Sunday. We simply found ourselves choosing activities which directed our attention elsewhere. I did a little painting. The kids did their version of painting. I cleaned out a few things from my closet. (That will be an entry at a later date.) I talked with my wife.

At the end of the day I have to say that I actually felt good. It’s not to say I didn’t get some visual stimulation from a multimedia experience. We listened to music. We danced. We even watched a small Grinch clip on YouTube. But, our time was much more intentional.

I did find myself being pulled to the TV after the boys were in bed and I was looking for my8-9 o’clock fix when I remembered that I has unplugged the TV I was headed towards. Our youngest has been intrigued by the on/off button so I nipped that in the bud. What I found interesting is that the idea that the TV was unplugged stopped me in my tracks and I ended up sitting in bed reading instead.

Today I think I’m a better person than I was yesterday all because I actually fed some good stuff into my mind. I used my time for better things. I might get used to this.

Stay tuned.

-Kyle Dreier

Stuff. Too much of it.

Friday, December 8th, 2006

I can’t get over how much time I spend thinking about how much stuff we have in our house. Maybe I’m just obsessed with thought and that’s my clutter.

For me, it seems to be a recurring theme. The hard part is looking at my stuff. It’s easy to get bent out of shape about how many toys, Legos, Hot Wheels, etc are strewn about the house. But when I step back and look at my own “SEE AY ARE PEA” I get paralyzed.

I’m reading a small business book put out by Price Pritchett about effectiveness. His books are great and really speak to my way of thinking. This particular one is by Richard Koch. The principle is how we spend 80% of our time for 20% of results. Turn that around and we’re spending 20% of our time for 80% of results. Take it a step further and we can increase productivity by focusing on the things that produce those greater results.

Where was I going with all this? Oh yes, all my stuff. Koch makes a good point about needing “white space”. In the past I’ve referred to this as “margin”. I find that when I have no margin in my life and I get a curve-ball thrown at me, it ends up feeling like a sucker punch. I’ve got to have margin to be healthy.

Margin. White space. Stuff. How about more margin and less stuff? How would that feel? I’d likely feel a big sense of relief. I think that’s part of why I enjoy getting away either alone or with my family. Even with a car full of kids and our stuff, it’s still less than in our house. We survive. We don’t “need” all the stuff we have in the house. In fact, I think we’re doing our kids a disservice.

The other day I read a little story on the Family Life website. It was about a family that took a year off from television. Amy and I did this for a month a long time ago. I think it was before kids. I’m really liking the idea. I’m serious about trying it. When I was first out of college and working in corporate America I didn’t have a TV. I missed the whole OJ Simpson chase. I’m sure I missed a number of other very important events. NOT.

I read more. I ran more. I rollerbladed more. I still desired a TV, but I wasn’t wasting away in front of one. I got to watch TV, but it was more intentional. I kept up with Seinfeld episodes thanks to Eva Wojnar, a co-worker who would bring in episodes for us to enjoy during lunch.

I’ll keep you posted on the TV front. On the stuff front, I’m thinking we could do better with half of what we have. I’ll keep you posted on that as well.

-Kyle Dreier

Nike, Walt Disney and Real Estate

Thursday, December 7th, 2006

What does Nike have to do with real estate? What about Walt Disney? You might think about how Walt Disney bought-up thousands of acres in Orlando under the guise that a large hog processing facility was coming to town. Sure, that was genius. But we’re able to say it was brilliant as we look back. How crazy do you think people thought he was at the time?

That’s not the tie-in I’m making with Walt and real estate. What about Nike? I’m sure they have nice real estate holdings as well. Nope, that’s not where I’m going with them either.

What is the first thing you think of when someone mentions Nike? How about their popular marketing campaign … “just do it.” What about Walt. He said “The way to get started is to quit talking and begin doing.” I love this quote. It’s become my mantra of sorts.

This is how I look at many things in life. But, over the past few years I’ve been involved with preconstruction real estate and am seeing how people are controlled by fear. I’m not an advocate of making decisions without any due diligence. I just have a hard time seeing people paralyze themselves into a state of inaction by over analysis. I call it ‘anal-lizing’. I can bear this moniker for myself as I’m the king of analysis. I’d like to think that I’m just a few steps ahead in the 12 step program.

The fear of failure and the fear of “what if” are simply overwhelming to most. Failure is doing nothing in my book. I think of all the regrets I have most are what I didn’t do, not what I did do.

Thanks Walt for the inspiration.

-Kyle Dreier

When do we “arrive”?

Thursday, December 7th, 2006

The notion of “arriving” or “making it” seems to be prevalent in the minds of most people. Sure, that’s my generalization but if you look at how we operate as a society you’ll see that we set goals, we work to reach some level of economic status, and we long for the next thing.

We can jump to the criticism of blaming the media and the push of marketing and advertising. I’ll simply take the position that “they” - being the all inclusive mass media - are enablers.

Any rational person will see that we are wired in some strange way to push for more comfort and less pain and this leads to a selfish and ungrateful attitude.

Before I go off on some rant let me just jump to the point I’m trying to make … the destination is pointless if we don’t enjoy the ride. What are you doing today that brings you pleasure, comfort, enjoyment?

I had lunch with David Whited. He and I are hitting it off as we seem to be like minded. I like how he thinks on this topic. He says he answers to himself as an 80 year old in a rocking chair. What did you do today that you like? What is really going to matter as I look back on my life?

Enjoy today.

- Kyle Dreier