Deep Analysis on Your Investment Properties

1.

Deep Analysis on
Your Investment Properties
Methodical Platforms
Adam Ibarra & Ewa Musial Ph.D.
03/03/2023

2.

Presenter 1: Ewa Musial Ph.D.
Over 15 years of experience in Software Development
Institute for Defense Analysis - Lead Developer
New York State Police - Software Architecture & Development
Blackhawk Network - Software Architecture & Development & R&D
Methodical Platforms LLC - CTO/Software Development/Fintech
Education
● Ph.D. in Computer Science
● Retired board member of DFT*ATW Alliance of Technology and
Women

3.

Introduction - Challenges
Industry Challenges
• Real estate prices have risen
• Spreadsheets are yesterday’s tools
• Heterogeneous property characteristic
• More data points required
• More experienced staff members

4.

MbBuddy Software
• We are developing an
institutional level financial
modeling tool at the center
of an ecosystem for real
estate investors so they can
make strategic decisions.

5.

MbBuddy Components
• Property Setup
• Unix Mix/Revenue
• Expenses
• Loan Details
• Construction Budget
• Cash Flow Analysis
• Trailing
• Service Providers

6.

MbBuddy – Construction Budget

7.

MBBuddy – Construction Budget Cont.

8.

Financial Ecosystem
Lending
Services
Analysts
Property
Management
MBBuddy
CPA Firms
Subcontractors
Insurance
Quotes

9.

Presenter 2: Adan Ibarra CPA
● 20+ Year Finance Professional
● AKA Partners LLC - Small Real Estate Private Equity
Firm
● Keen Coverage LLC - Managing Principal Agent - P&C
& Life & Health
● Prosperitas Wealth Management LLC - RIA
● Sustainable kW LLC - Renewable Energy Firm
● Methodical Platforms LLC - Software
Development/Fintech
Education & Licenses
● BBA Finance
● Master in Advanced Data Analytics
● 30 Hours Accounting
● Licensed - Real Estate Agent, Insurance Agent
● CFA Level II candidate
● Certifications - Estate Planning, Investment Planning,
Risk Management & Insurance Planning, Retirement
Planning

10.

More About Me

11.

Current Technological
Developments
2018, Zillow launched its iBuying program
They purchase and redevelop homes
Zillow offered cash for homes in hot markets
Over the course of two years, Zillow Offers
purchased 27,000 homes
8 months later, Zillow shut down the Zillow
Offers
The news comes after Zillow reported a $381
million loss in the last quarter
“We’ve determined the unpredictability in
forecasting home prices far exceeds what we
anticipated and continuing to scale Zillow Offers
would result in too much earnings and balancesheet volatility… Put simply, our observed error rate
has been far more volatile than we ever expected
possible, and makes us look far more like a
leveraged housing trader than the market maker
we set out to be,” Barton said in a press statement.

12.

MbBuddy - Solution for the “average” investor
• We are creating tools which sophisticated investors currently have and
bringing them to normal investors
Identify opportunities and markets
Pinpoint ideal offer price
Evaluate flip versus rental scenarios
Connect deal makers with capital providers (debt & equity)
• Working with Impact will help educate normal investors how to use our
tools
• Helping investors compete against the next “Zillow iBuying” platform

13.

MbBuddy - Cash Flow

14.

Q&A
Methodical Platforms LLC
www.methodicalplatforms.com
[email protected] or
[email protected]
Adan Ibarra M: 214.207.7575
Ewa Musial M: 973.626.0203