REady2Scale Full Course Curriculum

Module 1: Intro to Multifamily Investing

• Why Multifamily?
• What Is a Syndication and How Does it Work?
• Multifamily Investing 101 (Terminology)
• The Different Types of Asset Classes
• What Type of Investor are You?
• Action Plan

Module 2: Set Your Mindset and Establish Your Business

• Goals
• Get Your Mindset Right
• Knowing Your WHY
• Establishing Your Business Goals
• Goals Calculation Sheet

Module 3: Build Your Strategy

• Pick a Market
• Market Evaluation Guide
• General Market Research Resources
• Determine Your Investment Criteria
• Value-Add vs Turnkey

Module 4: Establish Your Company

• Establish a Company
• Build Your Company Structure
• Finding a Partner vs Going Solo
• GP Equity Allocation
• Partnership Roles and Responsibilities Allocation
• JV and Founders Agreement
• Build Your Team
• How to Hire a Property Management Company
• How to Hire
• Job Interview Guide

Module 5: Run Your Company

• Build Systems and Processes
• Track Your Teams Progress
• What Type of Leader are You
• How to Motivate Your Team
• How to Handle Feedback

Module 6: Build Your Brand

• Create Your Branding Strategy
• Create Your Branding Framework
• Build Your Presence
• Company Presentation Template
• Build Your Website
• Guide to Website Analytics
• Thought Leadership Planning Guide
• Build Your Social Media Presence
• Grow Your Thought Leadership Platform

Module 7: Prime Investors

• Accredited vs Sophisticated Investors
• Investor Call Template
• Set the Foundation for Capital Raise
• 5-Step Guide to Prime Investors
• Questions to be Prepared to Answer Before You Have a Deal
• How to Influence People

Module 8: Find Deals

• The Acquisition Process
• Acquisitions Manager Template
• Where to Find Deals
• Build Relationship with Brokers
• How to Find Off-Market Deals
• Direct Mailing Campaign and NDA Template

Module 9: Underwrite Deals

• Intro to Underwriting Deals
• Breaking Down the T12
• Breaking Down the Rent Roll
• The Underwriting Process
• Acquisitions Process Tracking
• How to Use the Multifamily Underwriting Model
• Multifamily Underwriting Model
• A Guide to Increasing Income
• A Guide to Reducing Expenses
• Implementing a Green Program
• Interior Renovation Scope
• CapEx Budget Estimate Template
• Rent Comps Analysis

Module 10: Property Tours

• Property Tour Guide
• Property Tour Questionnaire Template

Module 11: Get Financing

• Intro to Loan Financing
• The Different Types of Commercial Loans
• How to Qualify for Financing
• Green Financing
• Upfront Acquisition Costs You Need to Know About Loan
• Quote Evaluation Template
• New Debt vs Assumable Loan

Module 12: Submit Offers and Negotiate Deals

• Submit a Letter of Intent
• Proof of Funds Template
• Breaking Down the LOI
• LOI Templates
• Example of Buyer Qualification Form
• Purchase and Sale Agreement Template
• Call with the Seller
• Negotiation Tips

Module 13: Raise Capital

• 7-Step Guide to Raising Capital
• How to Hold a Successful Investor Call
• Questions to Be Prepared to Answer Before Talking with
• Investors
• Overcoming Objections when Raising Capital
• PPM and Supporting Documents
• PPM, Operating Agreement, and Subscription Agreement
• Templates
• Deal Org Chart
• Funding Instructions and Investor Form Templates Deal
• Manager
• Communicating with Investors After Closing
• Investor Guide Template
• Structuring Equity and Debt with Passive Investors

Module 14: Perform Due Diligence

• Seller Deliverables
• Due Diligence Reports

Module 15: Manage Your Asset

• Manage Your Asset
• Manage Your PM
• Manage Investor Relations
• Investor Distributions 101
• The Four Ways to Handle Investor

Module 16: Sell Your Asset

• Sell Your Asset