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