The Investors Syndicate – Annual

How To Raise and Syndicate Capital

Attract serious money for your deals. We take all the mystery out of raising funds and syndicating capital. Learn how to pitch institutional and retail investors to build your investing fund. Be a ‘fly on the wall’ and listen in on an actual investor pitch!

How To Find Deals With Assumable Loans on Loopnet ®

Identify prime assets with assumable loans using Loopnet ®, the premier online site for commercial real estate. Discover the insider tricks, tips and traps for buying and controlling real estate with CMBS loans! (You’re going to love this!)

How To Qualify ANY Deal in Less Than 90 Seconds

Knowing how to do this positions you as a $25,000 per client consultant and deal maker. Discover how to use The 5 Data Points to skyrocket your profits and practically eliminate the risk of getting into a bad deal.

Architecting the Perfect Pitch

Raising capital is an art. Knowing what to say to raise capital for your fund or mortgage pool is crucial. When you meet with institutional investors, ultra high net worth family offices, or professionals to pitch them your deals, you better wear the right clothes to the party… because you only get one shot. This training gives you all the pieces to the puzzle for crafting the perfect pitch and pitchbook.

Deal Structuring: How To Wholesale Commercial Real Estate Transactions

In this meaty and power packed pro video training, you’ll see precisely how to identify seller financed sales, identify the property, how to qualify and structure the deal for maximum profit, and the pro dealmaker’s way to qualify your buyers.

Why Commercial Deals Go Bad

Some of the reasons are obvious, others not so. It pays to know ALL the reasons and why deals go south. Because once you understand all the things that can go wrong, you’re in the perfect position to be a ‘fixer’… a highly paid consultant or intermediary who can command $25,000 and more plus fees, points, and a piece of the deal (“hope certificates”).

Beyond the 5 Data Points

Once you know how to qualify a deal, now it’s time to STRUCTURE the deal. Get ready to dive deep into commercial REO, value added properties, defaulted loans, discounted payoffs (DPOs), stabilized assets, and perhaps the most lucrative of all–stressed capital structures.

How To Raise Private Money

Get a front row seat as two investors show you exactly how they attract cold hard cash for their hard money mortgage pool.

How To Buy Non-Performing Commercial Notes

Create instant income by learning how to negotiate and discount debt. Easily purchase the paper or insert yourself into the cap stack to control the property. Once you discover how to buy commercial loans, like “mezz pieces,” the sky’s the limit.

The Distressed Asset Life-cycle

Looking to capitalize on a property in trouble? Knowing where a property’s loan is in the default cycle—behind on payments, non performing, pre-foreclosure, bankruptcy, foreclosure, or REO–is critical to how you negotiate, approach the sponsor, deal with the operator, discount the note, or decide to infuse fresh capital into the project.

Go behind the scenes in this in-depth training so you’re fully equipped to handle and negotiate any situation.

Bulk REO and Defaulted Assets

Your red carpet training for buying and controlling bank-owned properties at steep discounts… assets that the banks MUST get off their books NOW. Watch actual deals and case studies on how to identify, acquire, and profit big time from these distressed assets.

How to Build a Commercial Buyer’s List

Everything you need to know to have hungry Qualified Institutional Buyers (“QIBs”) lined up… cash in hand… ready to snatch up your valuable assets at the touch of your speed dial. You’ll learn what to do, what questions to ask, and how to vet your buyers. We’ll cover demographic limitations and the critical “Investment Matrix.” The right buyer married to the right property means money in the bank.

(Here’s what you’ll never do again: get fooled by a “buyer” who’s just a “seminar grad” desperately looking to flip.)

Trading and Rehabilitating Second Mortgages

Looking to take on a bit more risk for a bigger payoff? Then this training is for you. A lot of investors avoid seconds like the plague. But if you know what you’re doing, you can easily mitigate your risk and turn battered seconds into diamonds.

In this powerful training, you’ll be smiling when you find out the right questions to ask, how to qualify the loans, how to “cross the trade,” how to rehabilitate the defaulted notes, and the specific types of seconds out there in the market.

Capital Structure Exposed

Investors who don’t understand how capital structure works meet an untimely and premature death in this business. And it happens all the time. But not to you. Because we dive deep into helping you understand capital structure and the specifics of the capital stack. Know how to position yourself in the cap stack like a seasoned Wall Street pro for maximum profit and reduced exposure. Discover how to come out a winner every time… no matter how the deal ultimately goes down.

Sponsorship and Sponsor Equity

Want to partner with a property owner to share in the profits of their commercial property? Then you better know what to look for and what questions to ask your sponsor. Before you even invest a single dime in the deal, the owner/sponsor MUST possess certain skill sets AND be able to execute them well. He or she must also commit to this one thing… or no deal. Find out exactly what you need to know before you get into bed with your new partner. And how “the beans” will be divided after the close!