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Caliber Companies Partner Background Additional Management Track Record Bridge Loan Program


Partner Background • Fred Auzenne & EOPP Fund – US Army Counter Intel, Corporate Sales & Marketing, Entrepreneur, Fund Manager – 2006, Purchased “Nutri-Health Supplements”. Resold in 2009 for a $17MM profit to investors and 16% return during the hold period. – Currently manages the Entrepreneur Opportunity Fund with active investments in multiple businesses. – Multi-family & Non-performing note expert


Partner Background • Jeff Fagin – CPA, Financial Advisor, 20+ Year Corporate Career – Finance, Seminar Guru – Served as Sr. VP – Finance for Western Savings & Loan during RTC takeover – Currently serves as Arizona’s “Money Master” with a successful financial advising practice. – Long-time RE investor


Partner Background • Donnie Schrader – Born Entrepreneur, Deal Maker, Wholesaler, & Remodeler – Apprenticed with Mastej Master Builders – 8+ years of remodel & resale in Detroit, MI market – Currently directs remodeling and acquisition teams – including the Caliber auction division – Consistently exceeds 30% discount to current market


Partner Background • Chris Loeffler – Big 4 Audit & Transaction Service Background, Entrepreneur – Cultivated private capital for RE investments in 2009 & 2010 exceeding $20MM in transactions – Conceptualized the Caliber model with partner input and implemented business systems – Currently directs sales & marketing team and assists with financial analysis of deals


Partner Background • Jennifer Bucki – Designated Broker – Caliber Realty, foreclosure and distressed market expert, accomplished investor – Flipped luxury and standard SFR through stagnant markets – Developed valuation models & savvy property management – Currently directs sales & marketing efforts for Caliber investments


Ancillary Management • Malecia Golf – Successfully administered fund management of $150M+ in investor funds – Managed $10M+ in residential rental property

• Paul Bressan – CPA – 25+ year professional CFO – Specializing in private investment funds

• Tim Kelley – Professional COO & Business Systems Expert


Track Record – Recent Transactions • Commercial Notes • Purchased $7M of notes for $1.8M on 3 properties in Atlanta • Purchased $2M of notes on MFR for $1.8M. Values of assets $2.8M post rehab. • Raised private capital for all deals • Typical turn time (6) months or less


Track Record – Recent Transactions • 33 units – 95 Days – Purchased $540k – Sold $699k – Holding income, Net of Remodel $25k

• 11 Units – 100 Days – Purchased $225k – Sold (Pending) $355k – Remodel ($25k)


Track Record – Historical • Residential flips – 200+ transactions (last 20 Months) • Average turn – 95 Days • Average remodel time – 2.5 weeks • Average discount to market – 30%


Caliber Bridge Loan Program


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Bridge Loan – 1 Deed of Trust • Deal Structure – 12.125% annualized rate – 1st Position DOT, Title insurance provided – Caliber acts as borrower, investor is secured by individual properties. No brokering of loans. – Typical LTV 65% - 75% – No pooling of funds, fractionalized deeds, 2nd position deeds, etc. – Payoffs typically between 90-180 days


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Bridge Loan – 1 Deed of Trust • Case Study – 4 Plex Community – 6 buildings, All loans $100k - $110k depending on purchase price. – Resale of $145k – 68% - 75% LTV – Turn time 60 – 120 days – Income producing fully remodeled property, gross rents of $2,300 per month


Why Caliber? • Full service operation = total control of costs and profits • Profit motive = no decisions based on fees/commissions • Relationship based service = we care about your results • Experts in every sector = maximum profit on each deal • Secured investments = no more exposure to the whims of the market


Our Clients Say It Best… “They always perform and have never let us down. We appreciate that they’re reliable.” Cindi and Roy Burrell Sun City, Arizona “Caliber knows where to find the diamonds. I’ll gladly continue to invest with them.” Jeff Lehrer, Scottsdale, Arizona “I feel the approach that Caliber has designed for investors is perfect”. Dan Meadows, Paradise Valley, Arizona “Every time I’ve invested with Caliber they’ve found me a fantastic deal. I wouldn’t even think of going anywhere else.” Lonna and Ryan Keller, Phoenix, Arizona


Caliber Bridge Loan Program