Module 1. Initial Consultation & Goal Setting (Session 1)

• Assessment of Client’s Needs and Goals:

  • Understand personal financial situation and investment goals.

  • Identify desired property types (multi-family, mixed-use, office, etc.) and markets of interest.

• Education Overview:

  • Review the fundamentals of commercial real estate and how it differs from residential investing.

  • Clarify expectations, timeline, and potential returns.

• Customized Coaching Plan Development:

  • Create a roadmap tailored to the client’s goals and resources.

Module 2. Market Research & Property Selection (Session 2-3)

• Understanding Market Trends:

  • How to analyze local markets, property values, and demand.

  • Identifying emerging markets and opportunities for growth.

• Target Property Criteria:

  • Selecting the right asset class (multi-family, office, retail, etc.) based on budget and goals.

  • Setting parameters for property size, location, and condition.

• Research Tools & Techniques:

  • Using online platforms and resources to find potential deals.

Module 3. Financial Preparedness & Investment Strategy (Session 4-5)

• Understanding Financing Options:

  • Overview of loan types (traditional, SBA, FHA, etc.) and terms.

  • Assessing down payment requirements and improving creditworthiness.

• Analyzing Financial Viability:

  • Key metrics (NOI, cap rates, cash-on-cash return, etc.) explained.

  • Tools for running initial deal analysis.

• Building an Investment Strategy:

  • Aligning short- and long-term goals with market opportunities.

Module 4. Due Diligence & Property Evaluation (Session 6-7)

• How to Conduct Due Diligence:

  • Steps to evaluate a property: inspections, title searches, zoning compliance, and more.

  • Identifying red flags and deal breakers.

• Professional Network Building:

  • Connecting with brokers, inspectors, contractors, and legal professionals.

  • Guidance on assembling a trusted team.

Module 5. Deal Structuring & Negotiation (Session 8-9)

• Crafting Offers & Contracts:

  • Understanding purchase agreements, contingencies, and negotiation tactics.

• Working with Lenders:

  • Preparing for the loan application process and securing favorable terms.

• Closing the Deal:

  • Step-by-step guidance on the closing process to avoid delays or surprises.

Module 6. Post-Purchase Planning & Management (Session 10-12)

• Managing Your Investment:

  • Options for property management: self-managing vs. hiring professionals.

  • Strategies to optimize cash flow and minimize expenses.

• Scaling Your Portfolio:

  • How to reinvest profits and diversify into other asset classes or markets.

• Exit Strategies:

  • Planning for property sale, refinance, or 1031 exchanges to maximize ROI.