The Club Syndication Program™ is a training program for 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 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.
- 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)
This 1 property now pays him $24,400/month.
Five tenants paying him $24,400/month plus all his bills; property taxes, insurance and covers a professional property manager.
When the mortgage is paid off in 25 years: this One commercial property will pay him more than $305,000/year in passive income requiring about 2 hours of work/month.
*This assumes no appreciation and just rental steps/bumps. A rental bump are predetermined rental increases already agreed to in the leases.
One investment goes a long way to getting Dan to retirement and paying his girl's college tuition.
Dan's on his way to doing this again with his second commercial property as of this writing.
This was the result of following the process and framework of finding the right commercial property in the right location at the right time.
Most people entering the game of CRE (Commercial Real Estate) don't stick with it.
In most cases they are not given proper expectations.
That it actually does take a bit of time. But, you don't need 10 commercial properties to replace a 6 figure income.
Unlike single family rentals (SFRs), where they are easily found online, most commercial properties are not listed online.
They are controlled by a few Brokers in any given market.
And, because brokers are only paid when the sell a property- they typically only work with people who have a track record and know the rules of the Game.
When I worked with new CRE investors, it would typically take me 8 weeks to get them up to speed on the process of investing.
After 8 Weeks they could speak the language - to be taken seriously.
They could analyze deals- so they wouldn't be taken advantage of.
They had a team around them to help them invest - because it would take years to try and master all aspects of CRE. Better to find the right "WHO" to help you.
In late 2021, I recorded 8 weeks of training 8 real estate investors on how to invest in CRE. 5 of 8 had found properties, 3 made offers in 8 weeks.
This is not typically, but they were active and hungry to invest.
Now, you can access the same training at your own pace by joining The Club Syndicate.
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
- 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, "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 really geared for real estate investors who are looking to scale into commercial real estate and have minimum $250k to invest.
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 generate income without trading time for money.
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 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.
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
- 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 developing properties, finding deals, raising money and executing on current projects. As of this writing, I have 5 developments and 2 cash flowing properties. 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. How to Develop Your CRE Investing Plan,
- 2 How to Find 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 a recorded 8 Week Training Program I did with 8 real estate investors. In addition, you will get access to the additional training Videos, Templates, Tools and Resources in an Digital Online Platform.
To find out if there is availability and to see if you will be accepted, schedule a 15 Minute Call with Shane. The Investment for 1-1 mentoring is $5,000/month with a 3 month commitment.
Question: "Do I get to work with Shane (in the Mentorship program)- or do I get someone who Shane has trained?"
Answer: You get me. At this time, I'm the only person who is doing the 1-1 consulting. Which is why, I limit the number of clients in the coaching 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 course 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 get mentored by me- there's an opportunity to leverage my connections.
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 8 week Program 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.
