Design a simple real estate investing plan to replace your earned income.
Leveraging the investment frameworks the wealthy use to invest. Including how to evaluate cash flowing properties in minutes, what to look for when touring properties, checklists you can rely on so you don't miss something important.
Strategies on how to negotiate with sellers, brokers and service providers. If you're an active investors, I give you the same Pitch Decks that I have used to raise multiple 8 Figures.
He had money in the stock market but was never comfortable counting on it being there when he needed it. He had already seen one crash that took out a good chunk of his money and wasn't interested in hoping it wouldn't happen again.
So, he looked into real estate. His first investment was an up-down duplex rental property. When it was fully rented, he would clear about $150/month.
When we met, he expressed his frustration - how am I going to replace $25k/month+ investing in the volatile stock market or owning these small rental properties?
What was Dan looking for? (paraphrasing):
"Shane, I want a safe place to invest my money so one day I no longer have to go into the office. I want to stop trading time for money. I'm tired of relying on my practice to put food on the table".
Dan had a clear plan - replace his $300,000/year income without creating a second job. He was a busy professional who was looking to leverage his high income into passive cash flow.
Here are the 3 Steps we took:
Step 1. Design a clear investing Plan - types of real estate. Location. Returns..
Step 2. Learn the game of Commercial Real Estate. He wanted to know a good deal from a poor one.
Step 3. Find and Finance a property that fit his goals. .
My role was to help educated Dan on the market and how to leverage his affluence to get the right deal.
He didn't have to hustle around investing in rental properties paying a few hundred dollars a month. At that rate, he'd need 100 houses to replace his income.
I showed him that people of his financial status could leverage their wealth and access properties few 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 didn't have the time or expertise to do a heavy value add properties.
Dan wanted to replace his income with a good cash flowing property that could help put his 3 girls through top universities.
The Property: 6,500 Sq.ft Commercial Property, built in past 3 years.
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:
An 8 Week Online Training -For Real Estate Investors To Learn the Skills & Get the Tools, So You Can Scale Into Commercial Properties With Confidence and Clarity
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.
This training is ideally suited for:
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.
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 program is designed to give you the skills to invest with confidence and clarity in Cash Flowing Commercial and Multifamily Properties.
To give you Financial Security and Time Freedom.
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.
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.
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.
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