(1) Finding Great Value Add Properties and (2) Raising the Money to Close
Join the Club Syndicate Mastermind™
Over the past 15 years, Shane has invested in Commercial & Multifamily Properties and 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 create passive, leveraged income that gives you the time freedom to do what you want, when and with whom you choose.
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Private access to a coach who has helped clients buy their first 7 figure commercial property with no prior experience.
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Proven step-by-step training on how to find the right properties in the right location at the right time in the market.
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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.
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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.
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A clear, custom "Roadmap" - so you always know the best way to move forward on the right properties.
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Not for beginners: You must meet the 5 criteria on this page.
But, he was stuck on the treadmill of: trading time for money. He wanted a safe place to invest where he could take advantage of his high income, and create passive income.
Step 1. The Plan - clarity on where Dan was at and what he wanted to achieve. We looked at the 4 Critical Factors in determining a custom investing roadmap.
Step 2. Understand the game of Commercial Real Estate. In order to take action, Dan needed to feel comfortable with cash flowing properties. This included, underwriting, due diligence, negotiations.
Step 3. Take action. Once he had clarity on the type of commercial properties he was looking for and he understood the game- he had the confidence to start making offers.
I showed Dan saw how his affluence afforded him the unique opportunity to invest in commercial properties, where he wasn't competing with the masses (in residential deals).
He didn't have to hustle around investing in single family rentals (SFRs) paying a few hundred dollars a month.
I showed him that people of his financial status could leverage their wealth and access properties very few in the world could. How to take advantage of his high income instead of competing with the masses on rental houses.
For Dan, Stability and Predictability were most important.
He was too busy and didn't want a 2nd job to oversee 50 SFR's earning 1.5% return on his money.
Dan wanted a clear plan to replace his income and put his girls through an elite college.
IMPORTANT NOTE: Dan was able to put ~30% equity to close on this deal and didn't have partners.
He could have closed on a smaller deal- but, he liked this property and decided to invest a good portion of his savings into it.
This 1 property now pays him $24,400/month.
Five businesses (tenants) that pay him $24,400/month plus all his bills; property taxes, insurance and covers a professional property manager.
The Rough Numbers:
- $17,000 (of the $24,400) goes to pay his mortgage
- $7,390 goes into his bank account every month.
Important- his mortgage goes down by about $6,750 every month (equity is being built up every month).
In the first year of owning this property, he will increase his equity in the property by $82,000 ($6,750 x 12 months).
Commercial real estate can be intimidating.
The best properties rarely hit the market.
Is they realize that investing in traditional places, like residential real estate requires a more of their time and is unlikely to generate substantial the desired ROTI (return on time invested).
And having all their money in the market, they feel too vulnerable. They have no control over how their stocks will perform or crash.
In my experience, too many people of the social elite go to investment seminars designed to help the masses, get to an ok retirement... someday.
Let me be clear - this is not Zero Money Down or Get Rich Quick.
This requires patience and effort.
Taking 100% responsibility for your outcomes. It's why few will ever commit and do the work necessary to invest in commercial deals.
The program is designed for Canadians who are:
Active Real Estate Investors - who want to scale into 7 and 8 figure commercial properties. You will go out and find the right properties and raise the money to close.
Passive Investors - you earn a significant income and want to invest in Income Producing properties. But, you don't have the time to find the deals. You want to have a basic understanding of what I call the Game of investing in CRE before you invest in someone elses deal.
This program is designed to help you invest with confidence and clarity in Cash Flowing Commercial and Multifamily Properties to give you Financial Security and Time Freedom.
The Program is divided into 5 Stages.
On completion of Stage One you will have a clearly developed a custom Commercial Real Estate Investing Plan.
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Design your Plan based on where you're at and where you would like to be in the time you set out (Clarity)
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Clarity on your Risk Profile - to dictate proper return expectations.
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Non-Negotiables to Investing- clear values that allow you to avoid the Biggest and most common Investing Mistakes in commercial real estate
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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:
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SafeLine to Investing: You'll be a strategic investor with confidence in:
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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.
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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.
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My 10 Step Checklist to investing in commercial properties.
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Access to my Worksheets to find the right properties in the right locations (and which properties to stay away from)
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Scripts and training on how to find Off Market Deals.
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My 30 Page Due Diligence checklist compiled from working with some of the biggest commercial developers and brokers in the US and Canada.
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My 2 Page Negotiation Checklist - so you can speak the language of Commercial real estate. There is an opportunity for role plays.
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You will have a Playbook for adding value and finding the team to help you execute.
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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 4 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:
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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).
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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.
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How to structure your pitch and present to investors
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What to say to investors when you email, call or meet them
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My Capital Raising Flywheel Framework™ to market yourself and attract capital in the digital world we live in.
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Who to target, and how to approach Accredited Investors and how to continue to communicate.
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How to market and position yourself as a credible and trusted authority worth investing in. Building trust starts early.
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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.
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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).
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What to send the lenders and how to ensure you're getting the best debt on terms that make sense to you
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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.
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Provide you the same tools I use to Asset Manage and oversee my properties with a few hours a month.
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How to create your Dream Team to protect you through the deal
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The tools I use to automate and track progress.
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The Systems I have in place to manage multiple 7 and 8 figure properties
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The Strategies to add value, cut expenses and reposition properties to Optimize for maximum value
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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 2-9 and put into practice. Congratulations, you are now a Player.
Timeframe Ongoing (if you chose to)
Sharing what is working, in different markets.
Commercial Real Estate is about building relationships. It's the people who have the information and insights into where the market is headed.
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...
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Provide you the same tools I use to Manage and oversee my properties with a few hours a month.
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Access to my network of vetted professionals in the world of commercial real estate.
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The Systems and Infrastructure I have in place to manage multiple 7 and 8 figure properties
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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.
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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:
If you're an active investors: you are touring properties and making offers. You're presenting your deals to prospective passive investors.
If you are a Passive investor: you're looking at deals and asking questions from the group and Shane to evaluate. What are the Red Flags to watch out for. Investing in commercial properties is more about avoiding the mistakes that can set you back 10-20 years.
Result: You will have a 90 Day Action Plan for your next steps.
The Club Syndication 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 2-12 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.
Timeframe ongoing - Monthly.
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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.
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You're Driven. You take action and are self motivated (if you're earning the kind of income required above, this likely the case).
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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.
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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.
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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 for my projects and executing projects. I am happy to share my experiences and what is working with a small, tight knit group of people who share similar values and principles.
Currently, the group in The Club Syndicate Mastermind are all people I would have over to my house, to meet my kids and have a beer with. Life is too short to work with people who take energy.
- 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 numerous courses that generally teach 1 aspect of commercial real estate and have paid anywhere from $1,500- $10,000/course.
The Club Syndication Mastermind was developed over the past 2 years, from working with clients who paid me as much as 5 figures to learn from.
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 $1,500 and then $799/month with no long term commitment.
We meet 4 times each month and calls typically focus on:
Ask Me Anything. These calls are 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.
Training Calls. 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?
Having a community and group of like minded investors working towards a common goal is powerful. Often, those who succeed and invest in multiple properties contribute the most and help the newer investors.
Often resulting in partnerships and accountability to help each other.
Calls will be held via Zoom video conferencing and recorded for the Learning Center.
Not only will Shane and his team be able to answer your questions, but you'll be able to leverage help from other investors who may be further along in the program than you. Either way, you will have help when you need it.
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 of monthly coaching clients I accept.
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.
