Registered Investment Advisor (RIA)
Forward Look Investing LLC is the Registered Investment Advisor firm for Independent Advisor Representative (IAR) Ken Bossard, MBA. We specialize in multi-use real estate syndication, mortgage finance review, and speaking engagements on generational wealth planning and education.
Investment Advice
Our Firm Specializes in These Areas…
Mixed-Use Real Estate
Commercial retail and residential property analysis, syndication, construction, and conversion due diligence.
Mortgage Finance
Mortgage finance placement and review. Renovation, hard money, construction, and Debt Service Coverage Ratio (DSCR - no income, no credit) mortgage available.
Real Estate Syndication
We work with a dedicated group of Capital Raisers who have syndicated over $100 million for U.S. real estate project funding.
Deal Analysis
We will perform standard due diligence analysis including Discounted Cash Flow Analysis (DCF), Internal Rate of Return (IRR), Cash on Cash Return, Sensitivity Analysis, and Market Analysis.
Ken Bossard, MBA
Ken Bossard is registered in the District of Columbia as an Investment Advisor Representative (IAR) to provide investment recommendations on securities, fixed-income products, and syndications and trusts.
Capital Raisers Mastermind…
Nationwide Reach
Our members own real estate and are finding profitable deals nationwide. Our training emphasizes SEC compliance and conservative risk analysis.
Asset Classes
Forward Look Investing LLC has first-look relationships with developers and syndicators in asset classes raging from multifamily to storage to mobile home parks.
With You - From Start to Finish
Never invested in real estate? Need help qualifying? Established veteran looking for well-vetted deals? We help each step along the way.