Real Estate Investment Funding Proposal

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George Ames
Senior Executive Broker
The Nolen Group
414 East Rainier Way
Spokane, WA 99203

Dear Mr. Ames,

I appreciated having the chance to speak with you over the phone this week. I am excited to
move our investment venture forward and value your expertise and advice as we move forward
in the funding process.

As you are aware, I have been in the real estate business for 22 years and have been investing in
properties for nine of those years. I have been solely responsible for their financing,
improvement, and success. I now own eight income producing rental properties. My increasing
net worth shows that I am adept at finding investment properties and managing the continued
investment.

To continue the growth of my business, Montgomery and Associates, Inc., I need funding from
an investment company like The Nolen Group. Your commitment to the success of small
businesses, along with your innovative lending program assures me that your company is the
right investment firm. The flexibility, guidance, and experience that your group offers makes me
confident that I can take my own investments in real estate development in the right direction.

I am positive that you will find my proposal for a 15-room hotel in Waterville, WA to be a good
investment with high potential returns. I would greatly appreciate the chance to meet with your
investment team as soon as possible so we can begin negotiation on the property and start the
funding and development process.

Sincerely,

Jake Montgomery
President & CEO
Montgomery and Associates, Inc.
(509) 841-6623
[email protected]
www.MontgomeryDevelopment.com
 Montgomery and
Associates, Inc.
th
5291 NE 40 Place
Spokane, WA 99203

(PH) (509) 841-6623

(FX) (509) 841-6624
www.MontgomeryDevelopment.com

Funding a 15-room Hotel in Waterville, Washington

Prepared for: George Ames

Senior Executive Broker

Prepared by: Jake Montgomery

President & CEO

Montgomery and Associates, Inc. is seeking funding from the Nolen Group
for investing in a 15-room hotel in Waterville, Washington.

Our location analysis, funding request and return on investment analysis

are included. We are seeking the flexibility, guidance, experience and
funding your group has to offer for the growth of our business.

www.MontgomeryDevelopment.com Proposal Number: 593-43

Executive Summary …………………………… 2

Location Analysis …………………………… 3

Funding Request …………………………… 4

Return on Investment …………………………… 5

www.MontgomeryDevelopment.com
1|Page
The Objective…

To purchase and renovate hotel property at 112 Fifth Street, Waterville, Washington.

Need #1: Initial funding less twenty-five percent down payment for purchase.

Need #2: Remodeling funds for renovation and construction funds.

Need #3: Marketing and advertising facilitation and funding.

The Opportunity…

To own income and investment property in the historical and increasingly desirable
community of Waterville, WA.

Goal #1: Renovate 1884 hotel to four-star standards, but stay in keeping with the
original character and atmosphere of the hotel.

Goal #2: Grow and maintain reputation as luxury hotel and year-round vacation
destination.

The Solution…

Form investment relationship between Montgomery and Associates and The Nolen
Group to obtain funding and investment advice to support goals and outcomes.

Request #1: 75% funding of 1.6 million, 5 year balloon on initial purchase price.

Request #2: $200,000.00 1-year open credit line for renovations; open balance at 1-
year mark to be financed into initial loan.

Request #3: Ongoing marketing and advertising campaign through The Nolen
Group’s innovative investment promotion program, paid monthly on cash basis.

www.MontgomeryDevelopment.com
2|Page
Montgomery and Associates has performed a thorough business location analysis. Following are
the results.

Primary Location

Location: 112 Fifth Street, Waterville, Washington, right off scenic State Highway 2.
Waterville is known for its peaceful rolling hills of wheat, views of the Cascade
Mountains, historic farmsteads, and the best snowmobiling west of Montana. Waterville
was founded in 1883 and is designated a historic township. The population is 1,170.
Waterville is well-known for its District Fair, Rodeo, and Demolition Derby.

Description: 1884 three-story, 15-room brick hotel built on the original route for the
stage coach. Building still retains many historic details, including claw-foot tubs, 11-foot
ceilings, leaded glass, tin ceilings in the lobby and bar, and original unpainted wood trim.
Property has had electrical updating, but will again need to be brought up to code.
Plumbing needs to be updated, and some of the ceilings and walls on the 2nd floor need
to be replaced due to water damage. Needs new roof and the original stage coach porch
and balcony still exist, but need extensive repairs. Wood floors need to be sanded and
re-stained. Historically accurate renovations need to replace all updates that occurred in
the 50s and late 70s. Third floor needs extensive renovations due to water damage.

Clientele: Travelers seeking a peaceful destination in a quaint historical town. In the

summer months, State Highway 2 is a popular road, and many people stop at the hotel
for an overnight stay. In the winter months, snowmobiling enthusiasts travel to
Waterville for its ample snow and thousands of acres of snowmobiling access.

Access: Visible from Highway 2, with access to the parking lot right off the highway.

Competition: There are no other hotels or bed and breakfasts in a 30-mile radius.

Marketing: The Town of Waterville has been featured in several local travel guides, and
is becoming more well-known as travelers from larger cities seek a peaceful weekend
away from the stresses of modern life. The hotel needs a broader marketing campaign
to stay closer to capacity throughout the year.

www.MontgomeryDevelopment.com
3|Page
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