Acquiring well Located, Cash Flowing, Commercial Properties.
The Club Syndication Program™ is an 8-week remote program for Canadian real estate investors who want to learn how to invest in private Commercial Real Estate Properties. The 8-Week curriculum combines modern real estate investing frameworks, market analysis, and a community of peers to help and support you on your financial goals.
Design a simple real estate investing plan to replace your earned income. Leveraging the investment frameworks, property analysis, due diligence checklists, negotiating strategies, offer templates and capital raising pitch decks.
-
Less than 2 hours/week
-
Large Enough to pay multiple 5 figures/month
-
Cash Flow from Day 1
The Property: 6,500 Sq.ft Commercial Property, built in past 3 years.
Shadow Anchored.
-
Purchase Price ~ $4.8M
-
Monthly Cash Flow (before debt) ~ $25,000/month
-
Going in Cap Rate ~ 6.25%
-
Cash Flow After Debt: $6,500/month
-
Principle Pay Down: $7,500/month (equity growth)
Legacy Asset: Core property in a sought after location.
If Dan does nothing, with existing 'rental bumps' - leases have built in lease rates that increase over time:
-
Cash Flow: $78,000/year and Increases in year 3 (~5%)
-
Mortgage Pay down: $85,000/year
-
When Mortgage is Paid Off: $300,000/year in free cash flow (assuming no market appreciation)
8 Weeks. 12 Real Estate Investors
Investing in commercial real estate (CRE) is not easy, especially if you're trying to do this on your own. The Club Syndication is kept small intentionally - so that you can get to know the other 11 members in your "Boat Crew".
When I trained with Navy Seal Commander, Mark Divine (in his Unbeatable Mind and then 20x crucible) there was 1 common theme: alone you will fail, together you succeed.
Investing in CRE is not a lone wolf sport. No one has all the answers. Finding great people and building a team takes time- but, this is what separates CRE investors from the masses.
During the 8 week program there will be opportunities to send your live deals for reviews. One of the most valuable aspects of the Program is that you get a chance to Pitch your deal to me and the group (if you would like to).
Get feedback from others who have no incentive to push you into a deal. This unbiased guidance and feedback is rare, and what I have found most of my clients apprecaite the most.
Tell me the good, bad and ugly. When your investing your hard earned money, you want the truth.
The Club Syndicate 8 Week Program™
Over the past 15 years, Shane has invested in Commercial & Multifamily Properties across Canada and the US. He has helped clients transact more than $260,000,000.
Now, he's helping professionals, business owners and real estate investors invest with confidence in poorly understood world of commercial real estate. So you can earn income without trading time and the time freedom to chose what's most important to you.
-
Private access to a coach who has helped clients buy their first 7 figure commercial property with no prior experience.
-
Proven step-by-step training on how to find the right properties in the right location at the right time in the market.
-
The same tools, systems, templates that have taken me 15 years to refine (and what many of the biggest commercial real estate investors have in their business). So you can conduct due diligence, negotiate properties, conduct financial analysis in minutes.
-
The Club Syndication model for raising capital. Lack of capital is what typically holds real estate investors back from getting into larger commercial deals. You'll get the same framework and systems I use to raise millions for my deals.
-
A clear, custom "Roadmap" - so you always know the best way to move forward on the right properties.
-
Not for beginners: You must meet the 5 criteria on this page.
This is not Zero Money Down or Get Rich Quick. Investing in CRE requires patience and effort.
Taking 100% responsibility for your outcomes. In my experience, it's why few investors ever scale into 7 and 8 figure properties. They are sold a false promise - that investing in commercial or multifamily properties is easy and can be done by anyone.
I take a different approach.
I'm going to tell you upfront, I don't think investing in CRE is for everyone. It's not something you can half ass and get results.
The high barriers to entry are what make it so lucrative.
The harder something , the less people will stay the course.
It's why when we meet a Navy Seal, or Olympic athlete, we respect them. We know the sacrifices and mental toughness required to get there.
I'm not comparing a CRE Investor to a Navy Seal. But, those who succeed, as Active Investors (finding deals) - are committed and when they have a deal, understand the work involved. It's why, in my experience, CRE Investors have a different level of authority and respect than typical res investors
1) Active Real Estate Investors - (Finding Deals, Raising Capital)
You want to scale into 7 and 8 figure commercial properties. You will do the work to find the right properties and raise the money (if required) to close.
or,
2) Passive Investors - (you find the right People to invest with).
Your time is best spent making money and finding the right 'who's' to invest with. You want to understand the Game of investing in CRE so you can invest with confidence.
This 8 week program is designed so that you can invest with confidence and clarity in Cash Flowing Commercial and Multifamily Properties.
To give you Financial Security and Time Freedom.
On completion of Stage One you will have a clearly developed a custom Commercial Real Estate Investing Plan.
-
Design your Plan based on where you're at and where you would like to be in the time you set out (Clarity)
-
Clarity on your Risk Profile - to dictate proper return expectations.
-
Non-Negotiables to Investing- clear values that allow you to avoid the Biggest and most common Investing Mistakes in commercial real estate
-
Your 1 Page Commercial Real Estate Roadmap. Everything on 1 page - so you have a clear focus on the properties in a specific location with returns that meet your goals.
Finish Line: You have successfully completed Stage One, The Plan when you complete your One Page 7 Figure Commercial Real Estate Investing Roadmap.
This will serve as your custom roadmap to compliment (in the short term) and eventually replace your single source of income.
Result: You have clarity on what your real estate investing will do for you. Most real estate investors I work with have never taken the time to get complete clarity on their goals. This process is key to establishing yourself as a credible commercial real estate investor.
- You have a clear vision for why you're investing.
- You will have the confidence to act decisively and stay focused on the right properties that will align with your vision.
Timeframe 1 week.
In Stage Two we take The Plan you created and apply it to finding the right deals.
You will understand what I call "The Game of Commercial Real Estate".
On completion of Phase Two you will have:
-
SafeLine to Investing: You'll be a strategic investor with confidence in:
-
Understand Market Timing - you will know how to evaluate where your specific market is based on market trends. CRE moves in cycles and it's important to understand where you are so you apply the right strategy to your market.
-
You will know how to Find and Underwrite deals. Using my worksheets and proprietary spreadsheets to complete financial analysis on commercial properties (in 5 minutes)- including my personal excel files to underwrite deals.
-
My 10 Step Checklist to investing in commercial properties.
-
Access to my Worksheets to find the right properties in the right locations (and which properties to stay away from)
-
Scripts and training on how to find Off Market Deals.
-
My 30 Page Due Diligence checklist compiled from working with some of the biggest commercial developers and brokers in the US and Canada.
-
My 2 Page Negotiation Checklist - so you can speak the language of Commercial real estate. There is an opportunity for role plays.
-
You will have a Playbook for adding value and finding the team to help you execute.
-
Clear on your Exit Strategy. I train you to figure out upfront, who your buyer is when you decide to sell. This is critical- because you want to fix and position the property so it's suited for the right buyer.
Why that's important: it is critical you understand the foundational rules of the game to properly prepare yourself to strategically interact with the player: Commercial Brokers, lenders, lawyers, and property managers.
Even if you plan to invest passively in CRE, understanding how investors structure their deals is important. You want to have clarity on the potential deal structures so you understand the risks upfront.
Most investors new to commercial real estate, find out quickly there's a big difference between CRE and residential.
When you understand the rules of the game, how to interact with the players and analyze properties- you'll be more in control of the deal. Actively managing risk vs. reacting to those only too eager to take advantage of uninformed, neophyte investors.
Finish Line: You are ready to make offers on your first Commercial Property, one that fits your Investment Plan.
Result: You have confidence on what to look for as you begin touring deals.
Timeframe 3 weeks.
In Stage Three you'll learn how to secure the Capital required to close.
Commercial Debt and , if you are planning to raise capital, you'll have access to my 7-Figure Capital Raising Framework.
On completion of Phase Three you will have:
-
Provide you the same tools I use to raise capital. The exact PowerPoint Presentation I used for my last 3 Pitch Decks, each raising $2.1M, $2.7M and $6.5M).
-
Sample Capital Raising Legal agreements- **You still require a lawyer and accountant- but you'll have access to the same capital raising agreements to use as templates. I've paid as much as 15k for a LP/GP agreement. So, you can streamline the process.
-
How to structure your pitch and present to investors
-
What to say to investors when you email, call or meet them
-
My Capital Raising Flywheel Framework™ to market yourself and attract capital in the digital world we live in.
-
Who to target, and how to approach Accredited Investors and how to continue to communicate.
-
How to market and position yourself as a credible and trusted authority worth investing in. Building trust starts early.
-
Access to my 30 Day Capital Raising Plan. When I start talking to partners. What I send. Where I meet. It's the same framework and step by step model to use. From finding to raising money to executing.
-
I'll help you refine your presentation and how you communicate your deals to investors. So you have confidence and your investors feel privileged to be part of it (without using old sales tactics).
-
What to send the lenders and how to ensure you're getting the best debt on terms that make sense to you
-
How to work with a Commercial Mortgage Broker - one who has your best interest in mind.
Why that's important: Investing in Commercial Real Estate and Raising Money comes down to confidence.
Confidence comes from Competence.
Finish Line: You are ready to present and talk to lenders and people with money who could invest in your deals..
Result: You have confidence to present a live or mock deal to investors. You will have conversations with lenders who can finance your deal.
Timeframe 3 weeks.
On completion of Stage Four you're ready to make offers or invest with others who have deals that match your investing criteria.
You will have a 90 Day Action Plan to get into the game of CRE.
You have a proven step-by-step Commercial Real Estate Investing plan.
Why that's important: You understand the process.
What you'll quickly discover is that there are too many 'hats' to wear investing in commercial real estate. It's not your job to be an expert at all of them.
It is your job to manage and oversee the team you put in place. This is how the most successful investors buy properties.
They find the right people to help them and then drive the deal forward.
Because no two deals are the same, you will have the skillset to evaluate properties using the BOE (back of the envelope) in 5 minutes.
-
Provide you the same tools I use to Asset Manage and oversee my properties with a few hours a month.
-
How to create your Dream Team to protect you through the deal
-
The tools I use to automate and track progress.
-
The Systems I have in place to manage multiple 7 and 8 figure properties
-
The Strategies to add value, cut expenses and reposition properties to Optimize for maximum value
-
How to Plan your Exit (now) - so when it comes to selling you have done what you needed to attract the ideal buyer.
Finish Line: You are touring properties and ready to make offers. Or, you're meeting with prospective CRE investors who deal flow and evaluating who you want to invest your money with.
Result: You will have a 90 Day Action Plan for your next steps.
This program gives you the tools and skills to invest. You will take the plan you developed in week 1, apply the skills you learned in weeks 2-7 and put into practice. Congratulations, you are now a Player.
Timeframe 1 week
Commercial Real Estate is about building relationships. People have all the information and insights we need - so being around the right people is key.
If you're an Active Investor- you're learning and educating others. As market cycles change- you want to know what is going on. I personally invest five figures a year subscribing to and investing in other coaching programs to star on top of the trends in commercial real estate (whcih I share with my clients).
If you're a Passive Investor - you're bringing capital to the table and an outside perspective.
There is no set finish line to developing the mindset, grit and behaviors that drive a successful investment portfolio.
Markets change, which means what worked 12 months ago may be dated.
If you are a right fit and there is mutual agreement to join the Community of other Commercial Real Estate Investors, you can expect...
-
Provide you the same tools I use to Manage and oversee my properties with a few hours a month.
-
Access to my network of vetted professionals in the world of commercial real estate.
-
The Systems and Infrastructure I have in place to manage multiple 7 and 8 figure properties
-
Current Strategies to add value, cut expenses and reposition properties to Optimize for maximum value. Markets change, so you need to flexible in your approach to investing.
-
How to Plan your Exit (now) - so when it comes to selling you have done what you needed to attract the ideal buyer.
Finish Line:
The Club Syndicate Program gives you the tools, skills and community to invest with confidence.
You will take the plan developed in week 1, apply the skills you learned in weeks 2-8 and start investing in properties that will help you on your journey to financial security and time freedom.
Congratulations, you are now in the Game.
If you want to continue with us, there is an option to do that. It is not required.
Timeframe ongoing... Mastery comes from practicing the right things you learned in weeks 1-8.
-
You must have a minimum of $100,000 to invest (most clients have a minimum of $250,000). If you plan to be a Passive Investor, expect to meet the "Accredited Investor Threshold (defined by the SEC). Commercial Real Estate, the way I teach it requires capital.
-
You're Driven. You take action and are self motivated (if you're earning the kind of income required above, this likely the case).
-
You Take Responsibility for your Investment and Actions. No one is going to care about your money more than you. This coaching and training is about empowering you to take back control over your investments.
-
You Play the Long Game - this is NOT about making money overnight. Investing in Commercial Real Estate is Illiquid, meaning, your capital may be tied up for several years.
-
No Victims - this group is about helping others and contributing. I'm very careful to only allow in positive people who are here to support others.
90% of my day is spent finding deals, raising money and executing on current projects. As of this writing, I have 3 developments, 2 cash flowing properties and two - 8 figure deals I'm raising money for. I share this with you to let you know, I'm in the game and doing this every day.
I can say, each member who has come through The Club Syndicate Program, I would have over to my house, meet my kids and have a beer with.
- 1. Includes Developing Your Plan,
- 2 Finding the Properties (and learning the Rules of the Game)
- 3. Securing the Capital Raise
- 4. Implementation and Executing a Clear 90 Day Investing Action Plan.
The Outcome is simple: you'll have a road map, the skills and an action plan to invest - actively (on your own) or with others.
In my time as an investor, I've invested a good amount of money into coaching programs, trainings, CCIM, UBC courses.
I have taken many 4-8 week courses that teach 1 aspect of commercial real estate and have paid $1,500- $10,000.
The Club Syndication Training Program was developed over the past 2 years, while working with clients who paid me 5 figures+.
You will get Access to the Training Videos, Templates, Tools and Resources. What has taken me 15 years to learn, assemble and master.
The One Time Investment is $2,500 CAD.
It is not required and only for Active Investors who want additional guidance and access to the community.
We meet 2 times each month.
1st Call: Ask Me Anything. The first call is where you can bring deals to me and we will analyze and underwrite. I'll give you my thoughts on the properties and where the risks are.
2nd Call: Training Call. We will deep dive into Finding properties, Underwriting, raising capital, securing debt. I'll bring in experts in the field of Commercial Real Estate to share their insights and what they see going on in the world of investing.
Why the Ongoing Mentoring
Often resulting in partnerships and accountability to help each other.
Calls will be held via Zoom video conferencing and recorded for the Learning Center.
In additional to the weekly calls, you will have access to the Learning Center, which is a database of video trainings, tools, checklists, scripts, flow charts - everything I use to run my CRE Investing business.
You will have access to online training for 12 months.
Bonus: I do get paid - this isn't volunteer work!
Question: "Do I get to work with Shane personally- or do I get someone who Shane has trained?"
Answer: You get me. At this time, I'm the only person who is consulting clients. Which is why, I limit the number to 12 clients for each 8 week program.
Question: "What if I don't have millions to invest- how do I even get started investing in commercial properties?"
Answer: You don't need millions of your own money. I have one client who purchased a $180,000 commercial property and, once he leases up the property, will be worth (conservatively) $950,000 - $1,100,000.
Another client got into his first apartment building with $60,000.
Do these deals come along everyday? Depends on your market- but yes, in almost any market, you can find opportunities and not all commercial deals are millions.
If you want to scale into larger properties (my specialty) I'll show you how to leverage "Other People's Money" to invest.
For a reference point- you should have a minimum of $100,000 to start.
Question: "What if I'm just getting started- and I don't have any experience investing. Is anyone really going to invest with me?"
Answer: Most of my clients have never invested in real estate before. You don't need to have 5 single family houses under your belt to be successful in commercial real estate.
This is what Phase 1 of the coaching is all about. I show you how to Create your Plan, then understand the Rules of the Game, build your DREAM TEAM to add credibility to your deals.
When you work with me- there's an opportunity to leverage my connections (provided you follow my advice and specific requirements). And, inside the community, there is great networking opportunities.
Question: "I'm too busy to do this work- I just want to invest in commercial real estate with someone I can trust. Can't I just give you or someone like you money to invest?"
Answer: The short answer is Yes. You can just invest with someone like me- however, my goal is to have you fully aware of what you're investing in.
Most sophisticated and credible syndicators want sophisticated investors in their deals.
They don't want Dumb Money.
Why?
Because they don't want the burden of having hand-holding throughout an investment. A knowledgeable investor is a great investor.
Question: "Shane, I don't even know where to start to find deals- what do I do first?"
Answer: Investing in Value Add Commercial Real Estate is a Process - not an Event.
The first place to start is to clarify what you want? What do you want your investments to provide for you? No two investors are the same. Markets are different and timing is different.
Having a clear Plan is the first step.
Next, is going through the 12 week Playbook to investing in Commercial Real Estate Framework I use to find, finance and fix the properties. When you go through the Club Syndication Training, I walk you through that process and show you how to get started- step 1,2,3 etc.
Question: When is the next 8 Week Program Starting and is there room?
Answer: To join, please fill out the Application below.
After you fill out the application, we'll jump on a 15 minute call.
It's not a sales call. You know what is included and what the investment is. The call is to confirm alignment.
At the end of the call, if we both feel The Program is a good fit, I'll tell you the next date for the program.
To reserve you spot, you just make the $2,500 CAD investment. My assistant will send you the onboarding materials and pre-training. The goal, is for you to hit the ground running before you start the 8 week program.
Spots on a first come - first serve basis.
