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| Bookkeeping |
Utilizing QuickBooks® software, this hands-on,
introductory level learning session helps students get their real estate
investment businesses up and running. Walking through company set-up and
management functions, students learn how to track money coming into and
going out of their businesses by categorizing income and expenses, creating
a chart of accounts, developing corporate and personal financial reports,
and more. To get the most out of this educational experience, students must
bring laptops loaded with a current version of QuickBooks® Pro for Windows®
PC to class. QuickBooks® for Mac will not be supported. |
100 |
6 |
| Building Your Team |
Students will learn how to select and assemble
a team of professionals able to support them in building their successful
real estate investing businesses. Students examine how each key team member
can make and save the investor valuable time and money. Students will learn
various strategies for selecting and working effectively with acquisition,
financial/business, property management, and selling team members. |
100 |
3 |
| Buy & Hold I |
This class is designed to assist students in
creating long-term, residual wealth. Students will learn the basics
necessary to create a buy-and-hold strategy, from property purchase through
property disposal. Emphasis is placed on identifying and locating the
resources necessary to make a deal successful and to protect the student’s
future interests. Students will analyze closing and financing fees and learn
strategies that can eliminate fees and maximize cash flow. |
101 |
3 |
| Buyer Beware |
Presenting a tried-and-true dose of real
estate investing reality, this foundational class arms students with the
“DOs and DON’Ts” of investing. With the goal of creating awareness of 10
common mistakes made by real estate investors, this class strives to create
a more enjoyable investing experience by equipping students with the
knowledge that helps them better manage the challenges, while avoiding some
of the potential pitfalls. Topics covered are designed to teach investment
strategy terminology and techniques that help students overcome fears and,
through the confidence of knowing what to do first, move forward to take
action on the upper level real estate acquisition classes. |
100 |
3 |
| Establishing Your Business Vision |
Through a guided exercise, students will learn
how to pursue real estate strategies that maximize each student’s individual
strengths. Students will analyze various investing strategies and identify
the resource requirements, skill sets and personality traits most suited to
each strategy in order to turbo-charge profits. Special emphasis will be
given to the clarification of personal investing goals and creating a plan
to achieve them. |
100 |
6 |
| Real Estate 101 |
In this “quick-start” class, students will
learn the concepts and mechanics of real estate investment transactions.
Topics include the basic terminology and principles of real estate investing
and financing, with a focus on the mind-set and action steps required to
create desired profits. |
100 |
6 |
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| Business Financial Management I |
This class provides students
with an owner’s perspective and basic understanding of the structure and
operation of their real estate investment businesses. Topics include:
business management principles, key accounting statistical measurements,
basic accounting and bookkeeping requirements, cash flow requirements and
planning, how to perform a detailed property analysis, required business
financial statements, business banking and establishment of business credit,
understanding the legal entities that are typically used by investors, and a
review of the impact of tax savings achieved through ownership of real
estate investments. Students will learn the skills necessary to manage their
real estate investment businesses more efficiently and profitably. |
200 |
3 |
| Buy & Hold II/ Landlording |
This class teaches students how to be
successful landlords by managing their portfolios of rental property.
Students learn ways to locate and place tenants, deal with day-to-day
operations and handle challenges as they arise. Students examine the tax
advantages of owning rental property and analyze advanced rental strategies
to maximize cash flow. This class emphasizes the ways to find high-quality
tenants with whom the student can establish lasting business relationships. |
201 |
6 |
| Computer Property Analysis |
A real-time property
analysis training session, Computer Property Analysis exposes students to a
variety of on-line property information. Satellite images, real-time
demographics and comparable sales data will be presented. Students are
guided through a step-by-step process of analyzing properties for purchase
based on the results achieved from the Property Professor analysis software.
Students will also learn methods of finding deals, screening tenants,
managing properties, and developing short-term and long-term strategies for
properties. |
200 |
3 |
| Creative Acquisition Strategies |
Students will be presented with creative
techniques and strategies for acquiring and controlling properties. Basic
investment ownership and control terminology will be covered as well as some
of the factors contributing to seller motivation. All acquisition strategies
are presented on a foundational level from the buyer’s perspective. These
strategies include equity sharing, options, agreements for deed, wraparound
mortgages, and more. Using case studies, students will gain an understanding
of step-by-step techniques of buying and controlling properties without
having to qualify for bank financing. |
200 |
6 |
| Creative Financing |
This course introduces a
variety of practical techniques for financing real estate projects and
presents creative, non-conventional financing alternatives. Students receive
“behind-the-scenes” industry information that shifts their belief systems
and empowers them to make informed, financial decisions. |
200 |
6 |
| Fix & Flip |
This “'how-to” class teaches investors the way
to fix and flip properties for quick cash. The anatomy of a flip, from
finding motivated sellers to establishing clear objectives, to the
advantages and disadvantages of various financing and marketing strategies,
are discussed. Students will learn the way to leverage OPT (other people's
time), while identifying the hidden potential waiting to be unlocked in
investment properties. |
201 |
6 |
| Foreclosures |
Designed for both the novice
and the seasoned investor, this class provides a practical how-to guide of
acquiring foreclosed properties through two methods: auction and bank REOs.
The class emphasis is on demystifying the common misconceptions about
purchasing properties through either of these methods. Students will receive
an overview of the foreclosure process and gain an understanding of the
preparations required prior to bidding at auction. How to become a strong
participant in the auction process as well as how to find and approach banks
to acquire REOs will be covered. |
200 |
6 |
| IRA & Retirement Plan Investing I |
This introductory level IRA class challenges
widely-held misconceptions about retirement plans. The class explains the
concepts of retirement planning, while emphasizing the benefits of the
self-directed IRA as a vehicle that provides the real estate investor the
freedom to invest in what he/she wants, instead of what his/her insurance
company or stockbroker is offering. Students learn how to create realistic
goals and are taught how-to methods of using retirement funds for investing. |
200 |
3 |
| Legal Strategies |
Students are presented with
sensible approaches to legal situations in real estate investing. Along with
relevant case studies, topics discussed include: the differences between
several types of business entities; preferred entities to hold investment
real estate; asset protection strategies that work; and estate planning for
your wealth and family. |
200 |
6 |
| Managing Property Managers |
Property managers are hired to look after an
investor’s interest. If this resource is not properly managed, investors
often find they are losing money. If they micro-manage this resource, they
may as well manage the property themselves. Where is the middle ground? This
class answers this often overlooked question. Through role play and
examination of case studies, students will examine property managers, the
property manager’s role and the investor’s role. Students learn how to
properly evaluate the property manager and how much freedom the property
manager must have to maximize profitability. |
201 |
3 |
| Market Analysis |
This class presents criteria
for analyzing various real estate markets. Students will learn where to
obtain information about real estate cycles and trends; ways the economy,
population and politics affect property values; factors to use when
evaluating certain areas; what to look for when determining whether to buy
in a certain neighborhood; and ways to determine a property’s market value
as well as its value to the investor. |
200 |
6 |
| Mechanic's Liens and Bankruptcies |
This class offers an in-depth discussion and
strategies on mechanic's liens and property bankruptcies. Students will
learn who files liens, the various methods to approach an opportunity, the
way to reach additional revenue sources, when to get involved, and the way
to negotiate for the maximization of profits on these transactions. |
200 |
6 |
| Negotiations for Real Estate |
Students will learn the
psychology of successful negotiations. Class topics include both the
principles and conduct of real estate negotiations. Students examine
strategic creativity, rational behavior, judgment, decision-making, rapport,
and learn how-to methods of gauging the seller’s degree of motivation.
Role-playing exercises provide students with the opportunity to put their
education into action. |
200 |
6 |
| Pre-Foreclosures |
Designed for both the novice and the seasoned
investor, this class provides a practical how-to guide of acquiring
pre-foreclosure properties. Presenting the basics of how to get started in
any market, this class teaches students methods of approaching prospects and
building relationships that help gain the edge over the competition.
Students will learn how to create a variety of exit strategies that assist
the homeowner. |
200 |
3 |
| Tax Lien Certificates |
Secured by real estate and
guaranteed by the government, tax-defaulted paper is a little-known vehicle
used by wealthy investors for decades. In this class, students will learn
how to pay the delinquent taxes of others in return for a handsome interest
rate and, sometimes, even get the property itself -- free and clear. Topics
covered include: understanding the differences between tax lien certificates
and tax deeds, how to research properties online and identifying some of the
risk factors associated with tax foreclosures. |
200 |
3 |
| Tax Strategies |
Students will learn practical applications of
owning real estate, considerations for maintaining entities, and the tax
implications of operating under various business structures. Other topics
discussed include bookkeeping basics, converting personal expenses to tax
deductions, paying your spouse and children, health saving strategies, and
many more methods to maximize deductions and minimize taxes. |
200 |
6 |
| Understanding Mortgages |
This class examines the
various mortgage products and sources; provides an understanding of how
interest rates are quoted and misquoted; explains the most important part of
your Good Faith Estimate; and tells you what the four main government boxes
really tell you on your Truth in Lending Statement. |
200 |
6 |
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| Advanced Legal Strategies |
Building upon the content taught in the
one-day 200 Level Legal Strategies class, this course explores advanced
legal topics applicable to real estate investing. Students will learn
principles of contract law, legal components of valid and enforceable
contracts, how to legally protect themselves in joint venture and
partnership arrangements, and the legal aspects involved in properly using
land trusts and self-directed retirement plans in real estate transactions. |
300 |
6 |
| Advanced Tax Strategies |
Building upon the content taught in the
one-day 200 Level Tax Strategies class, this class exposes students to the
unfortunate realities of the estate and gift tax while presenting how the
use of Family Limited Partnerships and other techniques can help
significantly reduce taxes. This class also focuses on demystifying the
tax-deferred exchanges under Section 1031 of the Internal Revenue Code while
briefly explaining other advanced tax-deferral strategies for selling
appreciated real estate. Insight on the United States Federal Transfer Tax
System will be shared along with the value of planning ahead to reduce or
eliminate transfer taxes. |
300 |
3 |
Building a RME Portfolio
FREE |
Students will learn how to leverage the power
of the real estate investing system created by The Real Market Experts (RME),
called the Investor Concierge™. This class demonstrates ways that students
can maximize their experiences with this proven system and how to leverage
someone else’s time to do much of the work for them. Students learn the ins
and outs of using this system and ways to incorporate the real estate
education they have learned to build a successful and diversified real
estate portfolio in some of the hottest markets in the U.S. |
300 |
0 |
| Business Financial Management II |
Building upon the content taught in the 200
Level Business Financial Management I class, this class is presented from a
business owner’s perspective to provide advanced practical knowledge of
organizational needs, legal requirements, asset protection, and tax
reduction strategies critical to the success of their real estate investment
business. Students will learn the questions to ask to gain the information
needed to protect and operate their business more efficiently as they create
their own plan for success. Presenting information on tax reduction and tax
deferral strategies available to the investor to minimize taxes paid on
income generated, the business owner will be armed with the information
needed to both work with and to direct key members of their team to
accomplish the investor’s goals. |
300 |
3 |
| Introduction to Land Developement |
This introductory land development class
presents a five-step process for purchasing land and developing it. The
class focus is on basic principles and strategies of land identification,
market needs analysis, project approval, and the decision-making processes
involved therein. Students will understand how to determine the viability of
a project for potential profitability and marketability while learning the
key role that knowledge plays in the land development process. Topics
covered range from developing sa feasibility study, to land location, to
plan submittal. A practical application breakout session offers students the
opportunity to conceptualize the creation of a minor subdivision. |
300 |
3 |
| IRA & Retirement Plan Investing II |
Students will learn the actions steps
necessary to effectively use a retirement plan to invest in real estate.
This class examines SEP IRAs and explains why funds can be generated faster
using one. Students will learn how to calculate their personal required
beginning date for minimum mandatory distributions of retirement plan assets
and gain knowledge of the penalties for not receiving distributions. Along
with gaining an understanding of how multiple beneficiaries can affect
distributions, students will learn how to combine other retirement plans to
purchase more and larger investments. |
300 |
3 |
| Lease Options |
This class examines the planning and strategy
necessary to sell a property over time. Creative acquisition strategies
applicable to lease options will be discussed. Students will learn how
options differ from a standard lease, the best way to create options, the
proper method of transferring title, and the differences between options and
other sales methodologies. The class examines the legal aspects of options
and focuses on ways to avoid problematic issues. |
301 |
3 |
| Master Leases |
Students will learn the way to use a
little-known alternative means of acquiring multi-family property. This
class will shed light on the meaning of a master lease; who would buy the
concept; the way a master lease works; when to offer this concept, instead
of a straight purchase; and some legal considerations behind this strategy.
Students will learn the way master leases can increase both the investor's
and the current owner's profitability. |
300 |
3 |
| Probate Purchases |
The goal of this class is to introduce
students to a strategy for obtaining leads to buy real property that is for
sale but has not yet been exposed to the market. Basic probate terminology
will be covered as well as some of the factors contributing to seller
motivation. Students will learn what information to gather, the step-by-step
process that gets the investor to the property first, how to contact an
estate, and more. |
300 |
3 |
| Subject-To Purchases |
This class explores “how-to” methods of buying
property subject to the seller’s existing financing while avoiding some of
the risks. Students learn how to present offers to motivated sellers and how
to gain ownership of property without qualifying for new financing and
without using much, if any, of their own money. In addition to analyzing the
property, students will learn how to evaluate the existing financing, the
seller, and the market. Moving from theory to reality, students are walked
through case study examples where buyers and sellers have transacted
subject-to deals. Sample paperwork commonly utilized in subject-to
transactions will also be reviewed. |
300 |
6 |
| Wholesaling |
The single, lowest risk and no-money-down-deal
available to most investors is wholesaling. Students will learn the skills
necessary to find the deal, put the property under contract and sell their
position. Students identify necessary resources, analyze the legal
environment and identify the marketing skills required to put together a
successful deal. Students examine several case studies to identify the good,
the bad and the ugly. |
301 |
6 |
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| Multi-Family Dwellings |
In this class, students learn what makes an
apartment building different from other investments. Students learn methods
for increasing income and lowering expenses, securing financing and working
with municipalities. Students examine all aspects of structuring a deal
through the final submittal of an offer to purchase. Also presented are
innovative strategies that identify creative opportunities to acquire and
increase the value of multi-unit buildings. Students examine real-life
examples and “run the numbers” from the start of targeting a property, to
deal analysis, purchase, subdivision, and profit. |
400 |
12 |
| Multi-Family Property Management |
Taking to the next level the content taught in
the two-day Multi-Family Dwellings class, this class presents the concepts
and realities of how to successfully manage multi-family unit properties to
directly affect the investment’s value. Offering an in-depth look at the art
of managing time, property, and people, this class will give students an
understanding of why effective property management is a key part of
establishing and maintaining value in multi-family units. This system of
establishing value will expose a management philosophy that focuses on
driving value through forced appreciation and management of net operating
income (NOI) rather than through property maintenance. |
401 |
6 |
| Rehabbing |
This class presents and explains the many
facets of running a successful rehab project, including the analysis of
repair options and cost factors. Students learn the benefits and pitfalls of
rehabs and the way to find economically-feasible properties, based on an
understanding of cost estimations. Students study evaluative approaches to
cash-building methods and time-effective, practical approaches to running a
rehab business. This class teaches students how to work with contractors to
run their investment business in an effective “hands-off” manner. |
401 |
6 |
| Seller-Financed Notes |
In this class, students learn the necessary
elements to generate significant passive income yields when purchasing real
estate secured seller-financed notes. In addition to learning the most
effective techniques to locate and negotiate the purchase of a note,
students will learn methods of structuring and creating notes while also
role-playing the initial conversations and negotiations that take place
between note holders and investors. Students will review the forms used in
seller-financed note transactions, learn the due diligence involved in
compiling and verifying the necessary information, calculate an offer based
on desired yield, analyze deal risk factors, and learn the process of
closing and funding a note purchase transaction. To get the most out of this
educational experience, students must bring an HP 10B II calculator to
class. Calculators will not be provided. |
400 |
12 |
| Short Sales |
In this class, students learn all of the
necessary components to create significant profits when purchasing
pre-foreclosure properties by discounting existing mortgages. In addition to
learning the most effective techniques to persuade a seller to work with
you, students will role-play the critical conversations that take place
between sellers, loss mitigators and appraisers, analyze the components of a
successful offer, and learn the secrets of handling second mortgages,
judgments, liens, and other title issues. |
400 |
12 |
