FULL MESA DRILL — clean math, full analysis, then communications pack with emails, texts, and 5–7 back-and-forth role-plays for broker, title, and lender.

FULL MESA DRILL — clean math, full analysis, then communications pack with emails, texts, and 5–7 back-and-forth role-plays for broker, title, and lender.

PRETTY BOI ESTATE STRUCTURE DRILL

W Main St, Mesa, AZ
Asset Class: RV / Mobile Home Park
City: Mesa


1. VALUE + STRUCTURE (3RD-GRADE MATH)

FMV: $10,000,000

Offer (85%)
10,000,000 × 0.85 = $8,500,000

Recorded Price (45%)
10,000,000 × 0.45 = $4,500,000

Lender (24%)
10,000,000 × 0.24 = $2,400,000

Premium (RV/MHP @ 15%)
10,000,000 × 0.15 = $1,500,000

Stack Check
45% + 24% = 69% ✔ below 78% (no adjustment)


2. SELLER LEGACY PAYOFF (RULE — NEVER CHANGES)

Offer − Lender
$8,500,000 − $2,400,000 = $6,100,000 total to seller


3. TITLE-DIRECTED DISBURSEMENTS

Recorded Price Pool = $4,500,000

CASH IN (ESCROW)

  • Lender proceeds: $2,400,000

  • Premium allocated into title: $2,100,000

Total Cash In: $4,500,000

CASH OUT (ESCROW)

  • Seller payoff at close: $4,500,000

Cash In = Cash Out ✔


4. POST-CLOSE / PREMIUM DEPLOYMENT

Total Premium = $1,500,000

  • Seller payoff rolled (balance): $1,600,000

  • Cash back (4% FMV): $400,000

  • Kayan Trust (1% FMV): $100,000

  • Lender fees (2% of loan): $48,000

  • Ops reserve (5% FMV): $500,000

  • Infrastructure / CapEx reserve: $150,000

  • Vehicles (maintenance + ops): $120,000

  • Closing costs: $82,000

All escrow-controlled. No personal cash. No personal credit.


5. DAY-1 NOI TEST (WHY THIS PASSES)

Target Rule: ≥ 9% Day-1 NOI

Actual NOI:
10,000,000 × 0.093 = $930,000 / year

Monthly NOI: $77,500

Buyer Salary (10% NOI):
$93,000 / year (paid monthly from operations)

Why lenders like this

  • Debt is based on 24% of FMV

  • NOI covers debt multiple times

  • Operations funded before close

  • Seller fully solved without risk


COMMUNICATIONS PACK


A. BROKER EMAIL (INITIAL)

Subject: Clean escrow-controlled path for W Main St

Hi [Broker Name],

I’ve completed underwriting on W Main St.

This is a title-directed, income-first structure designed to deliver full seller certainty while keeping the recorded price light and the operations fully funded.

Key points:

  • Seller total payoff: $6.1M

  • Recorded price: $4.5M

  • No buyer cash

  • No retrades

  • All funds escrow-controlled

If aligned, I’ll send the Certainty Kit and timeline.

Best,
Jai Thompson
Pretty Boi Estates™


BROKER ROLE-PLAY (6 TURNS)

Broker: This recorded price is lower than the offer.
Jai: Correct. The seller is paid off at 85% of value. The recorded price only governs escrow, taxes, and liability.

Broker: Is the seller carrying paper?
Jai: No seller carry. Any balance is rolled and secured inside escrow terms.

Broker: How fast can you close?
Jai: Twenty-three days once title opens.

Broker: Proof of funds?
Jai: Included in the Certainty Kit.

Broker: What if lender pushes back?
Jai: They underwrite income and collateral, not the paper number.

Broker: Send the kit.
Jai: Sending now.


B. TITLE COMPANY EMAIL

Subject: Title-Directed Disbursement Structure — Mesa Asset

Hi [Title Officer],

This transaction uses Title-Directed Disbursements.

Instructions:

  • All cash flows from recorded price pool

  • Cash In = Cash Out at close

  • No outside funds

  • Escrow controls seller payoff and reserves

I’ll send a one-page disbursement summary for file setup.

Thank you,
Jai Thompson


TITLE ROLE-PLAY (5 TURNS)

Title: Why is the loan larger than the recorded price?
Jai: It isn’t. The loan fits inside the total capital stack. The recorded price is an administrative number.

Title: Any off-HUD payments?
Jai: None. Everything is escrow-visible.

Title: Seller paid fully?
Jai: Yes. At close plus rolled balance per instructions.

Title: Any buyer cash?
Jai: No.

Title: We can open.
Jai: Please do.


C. LENDER EMAIL

Subject: Income-First Loan — 24% LTV, Day-1 9.3% NOI

Hi [Lender Name],

This is an income-first RV/MHP acquisition.

Snapshot:

  • FMV: $10M

  • Loan: $2.4M (24% LTV)

  • Day-1 NOI: $930K (9.3%)

  • Ops + CapEx funded at close

Debt coverage is strong from Day-1 with reserves already in place.

Let me know next steps for term sheet.

Best,
Jai


LENDER ROLE-PLAY (7 TURNS)

Lender: The recorded price is low.
Jai: Correct. We underwrite to income and collateral, not the paper number.

Lender: What’s our downside protection?
Jai: 24% LTV plus funded reserves.

Lender: Any seasoning needed?
Jai: No. Income is stabilized.

Lender: Who funds operations?
Jai: Escrow at close.

Lender: Borrower cash in?
Jai: None required.

Lender: Exit strategy?
Jai: Refi or sale once value is proven.

Lender: Send docs.
Jai: Sending Certainty Kit now.