How to Financially Vet a Real Estate Deal or Business Partner

HouseHacker & Investors Happy Hour! 📍 *[Compass Fremont, Seattle](https://www.google.com/maps/dir/14.2835712,121.1039744/compass+fremont+seattle/@2.2260283,93.0921523,3z/data=!3m1!4b1!4m9!4m8!1m1!4e1!1m5!1m1!1s0x5490155066fd0c17:0xac366936f5e60a46!2m2!1d-122.3479635!2d47.648967?entry=ttu&g_ep=EgoyMDI1MDIwNC4wIKXMDSoASAFQAw%3D%3D)*

A promising real estate opportunity can become a costly investment when the projections are unreliable or the partnership is poorly structured. In this practical presentation, Elissa Wu, CPA, CFE, principal forensic accountant at Summit Forensics, will show investors how to look beyond the pitch by identifying which financial records to request, testing key assumptions, evaluating each partner’s contributions, and recognizing red flags before money is committed. Drawing on her experience supporting federal financial investigations and working with business owners, real estate investors, and attorneys, Elissa will provide a clear framework attendees can use to make more informed decisions about their next deal or business partnership.

Here is what the evening will look like: 5:30 - 6:30 pm - Dinner & Networking 6:30-7:30 pm - Elissa's presentation + Q&A 7:30-8:30 pm - Mingle\, network\, enjoy more food and drinks for as long as you'd like to stay\!

🎟 $10 Ticket Includes: ✔️ Dinner & Drinks (Beer, Wine, & Non-Alcoholic Options) ✔️ Expert Insights from Our Guest Speaker ✔️ A Chance to Mingle with Other Investors

📢 No experience required – whether you're a first-time homebuyer, a seasoned house hacker, or somewhere in between, this event is for you! Don't miss out on this opportunity to connect with other investors, learn from the experts, and enjoy catered food and drinks!

👉 Tickets available at the door – come hungry, thirsty, and ready to learn!

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*Special thanks to our sponsors:*

[Kara Rozanski - OriginPoint (Mortgage Lender)](https://www.originpoint.com/loan-officers/kara-rozanski-189037) Kara is the VP of Mortgage Lending at Origin Point and has been in the finance and lending world for over 15 years. She's obsessed with knowing the regulations in every state she is licensed so when deals get tough she's able to get them closed for her clients. She's also an avid investor in multi-family real estate, believing in the long-term wealth-building it has to offer. Her most recent Bellingham duplex was discovered and closed by working with the HouseHack Seattle team!

[David Weisser - Backyard ADU (DADU Builder)](https://www.thebackyardadu.com/) At Backyard ADU, we are dedicated to empowering investors in their pursuit of greater financial independence through DADU development. Our relentless focus on schedules, budgets, and quality ensures that projects are completed quickly and with predictable outcomes.

[Israel Lopez - Certain Lending (Hard Money Lender)](https://www.certainlending.com/team/israel-lopez) As a seasoned loan officer with a focus on new construction, Israel brings a wealth of experience and expertise to the table. With a deep understanding of the real estate market and a passion for helping clients achieve their investment goals, Israel has earned a reputation as a trusted advisor and strategic partner. Prior to joining Certain, Israel was a general contractor and property flipper in the Seattle market, and he continues to be an active real estate investor with a keen eye for identifying investment opportunities and structuring deals that maximize returns. Whether working with seasoned investors or first-time buyers, Israel is committed to providing personalized guidance and support throughout the lending process.

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