First Stop: Real Estate Roadmap

Real Estate Fundamentals

Where to find commercial real estate deals?

Key Objectives:

  • At a high-level what CREXI is (CREXI is the CRE Industry's fastest growing marketplace)

  • What investors can expect from Crexi to aid deal flow

  • How to use the data analytics, comparables and more...

Cap Rates & Deal Analysis

Key Objectives:

  • The reasons for purchasing a property with a low cap rate.

  • How to analyze data.

  • How to add value to your property.

  • A sample computation of cap rate for a five-unit property.

  • The importance of property managers.

  • Factoring in vacancy.

  • How to create equity.

  • How to start out with a 10% purchase at $500,000 to selling at an 8% cap rate for a million dollars.

Underwriting Fundamentals

Key Objectives:

  • What is the concept of the velocity of money?

  • What investors must realize to beat inflation

  • What does creating spreads mean?

  • How to create multiple spreads on the same asset

  • Using the velocity of money and creating spreads in the DeFi space

  • Borrowing against your Indexed Universal Life (IUL) and putting the money into the DeFi space

  • Combining the power of asymmetric investing with the velocity of money

Active vs. Passive Investing

Key Objectives:

  • Active vs Passive investing: Trade-offs and upsides to both

  • What type of due diligence do you need to perform as a passive investor when investing in real estate deals.

  • Common mistakes new passive investors make.

Additional Strategies

Key Objectives:

  • Purchasing tax liens to get real estate at a discount.

  • Building up cash reserves to take advantage of great opportunities that will be coming down the road.

  • Real market risks in the market and how one guest mitigates these.