Course curriculum

  • 1

    Capital Raise Webinar

    • Stone Crossing Apartments - Frequently Asked Questions

    • Stone Crossing Executive Summary

    • Stone Crossing Executive Summary (PowerPoint)

    • Stone Crossing Teaser

    • Stone Crossing Teaser (PowerPoint)

    • Sample Email Script to Promote Your Deal to Your Investors (Word)

  • 2

    Closing

    • Critical Closing Dates & Checklist

  • 3

    Deal Maker Blueprint

    • Deal Funnel (Excel)

    • Deal Maker Blueprint (Google Sheet)

  • 4

    Due Diligence

    • Due Diligence Document Checklist (Excel)

    • Lease Audit Worksheet (Excel)

    • Letter to Seller to Request Due Diligence Documents (Word)

    • Letter to Tenant to Verify Lease Information (Word)

    • Market Rent Survey (Excel)

    • Repair and Improvement Worksheet (Excel)

    • Sale Comps - Stone Crossing

    • Sales Comp Analysis (Excel)

    • Sample Inspection Report

  • 5

    Evaluating Markets

    • IRR Viewpoint Market Cycle Charts - Multifamily - 2003-2018

    • IRR Viewpoint Report 2015

    • IRR Viewpoint Report 2016

    • IRR Viewpoint Report 2018

    • IRR Viewpoint Report 2019

    • IRR Viewpoint Report 2020

    • Marcus Millichap - Beyond the Health Crisis - National Multifamily Outlook - Q3 2020

    • Marcus Millichap 2017-U.S.-Multifamily-Investment-Forecast

    • Marcus Millichap 2018-U.S.-Multifamily-Investment-Forecast

    • MarcusMillichap_2014_NAR

    • MarcusMillichap_2015_NAR

    • Market Evaluation Worksheet (Excel)

    • Market Tracker (Excel)

    • Milken-best-performing-cities-report-2014

    • Milken-best-performing-cities-report-2015

    • Milken-best-performing-cities-report-2016

    • Milken-best-performing-cities-report-2017

    • Milken-best-performing-cities-report-2018

    • Milken-best-performing-cities-report-2020

  • 6

    Financing the Deal

    • Lender Comparisons (Excel)

    • Lender Document Tracking (Excel)

    • Personal Financial Statement (Excel)

    • Sample Term Sheet

    • Uniform Residential Loan Application

  • 7

    Finding Deals

    • Letter 1 - I'm Interested In Buying Your Property (Word)

    • Letter 2 - Sell your Out of State Property (Word)

    • Letter 3 - Sell for Fair Market Value (Word)

    • Letter 4 - Local Investor Needs to Purchase A Property In the Next 30 Days (Word)

  • 8

    Making Offers

    • Addendum to Standard Realtor Contract (Word)

    • Bank Letter of Funds (Word)

    • Contract Termination (Word)

    • Credibility Cover Letter

    • Exhibit A - List of Due Diligence Documents - Long (Word)

    • Exhibit A - List of Due Diligence Documents - Short (Word)

    • Informal Negotiation Letter to Seller (Word)

    • Letter of Intent to Invest (Word)

    • Letter of Intent - Informal (Word)

    • Letter of Intent (Word)

    • Marcus & Millichap Commercial Real Estate Purchase and Sale Agreement

    • MLS Multi-Unit Sales Contract

    • NDA and NON Circumvent Agreement (Word)

    • Sales Agreement - Template (Word)

    • Sample Proof of Funds Letter - COGO Capital

  • 9

    Raising Money

    • Crestwood Apartments Investor Presentation (PowerPoint)

    • Investor Closing Tracking Sheet (Excel)

    • Investor Information Tracking Sheet (Excel)

    • New Hampshire Ave Investor Package

    • One Pager (Word)

    • Sample Deal Package -New Hampshire (Word)

  • 10

    Syndicator Legal Library

    • SEC Form D

    • Virginia Form 1

    • Equity and Voting Breakdown - XYZ Investments LLLP (Excel)

    • Executive Summary of Operating and Partnership Agreements (Word)

    • Operating Agreement Template (Word)

    • Partnership Agreement Template (Word)

    • Private Placement Memorandum PPM Sample (Word)

    • Subscription Agreement Sample (Word)

  • 11

    Deal Maker Certification eBook

    • Deal Maker Certification eBook

  • 12

    Case Study: New Hampshire Avenue

    • Case Study: New Hampshire Ave

    • Syndicated Deal Analyzer - AFTER 10-Minute Offer (Excel)

    • Syndicated Deal Analyzer - AFTER Phase 2 Analysis (Excel)

    • 44 Unit Washington DC Marketing Package

    • Repair and Improvement Worksheet - New Hampshire Ave

  • 13

    Case Study: 12 Unit in Washington, D.C.

    • Case Study: 12 Unit Washington DC

    • Syndicated Deal Analyzer - AFTER Phase 2 Analysis (Excel)

    • Case Study - 12-Unit in Washington DC (Word)

    • Profit and Loss and Rent Roll

    • Rent Roll (Excel)

    • Video Tour

  • 14

    Case Study: Merton Manor - 64 Units in Memphis

    • Case Study: Merton Manor (64 Units in Memphis)

    • Loopnet Listing - Merton Manor

    • Property Notes (Word)

    • P&L from Owner and ProForma (Excel)

    • Rent Roll

    • Rent Roll (Excel)

    • Case Study - Merton Manor (Word)

    • Syndicated Deal Analyzer - AFTER 10-Minute Offer (Excel)

    • Syndicated Deal Analyzer - AFTER Phase 2 Analysis (Excel)

  • 15

    Case Study: Dogwood Trace - 168 Units in Memphis

    • Case Study: Dogwood Trace (168 Units in Memphis)

    • Case Study - Dogwood Trace (Word)

    • Dogwood Trace Updated December T12 (Excel)

    • Dogwood Trace OM

    • Syndicated Deal Analyzer - AFTER 10-Minute Analysis (Excel)

    • Syndicated Deal Analyzer - AFTER Phase 2 Analysis (Excel)

    • Syndicated Deal Analyzer - DONE (Excel)

    • Dogwood Drone Video Tour

  • 16

    Case Study: Countryview Apartments - 321 Units in Memphis

    • Case Study: Countryview Apartments (321 Units in Memphis)

    • Country View Marketing Package

    • Case Study - Countryview Apartments (Word)

    • Syndicated Deal Analyzer - Countryview (Excel)

  • 17

    Audio Downloads

    • Introduction (Audio)

    • The Financial Freedom Blueprint (Audio)

    • Find the Right Market In Which to Invest (Audio)

    • How to Build an A-Team (Audio)

    • How to Raise Money from Private Individuals (Audio)

    • Understanding Syndication Legal Matters (Audio)

    • The # 1 Way to Find Deals (Audio)

    • How to Analyze Deals with the Syndicated Deal Analyzer (Audio)

    • Make and Negotiate Offers That Get Accepted (Audio)

    • Finance the Deal (Audio)

    • Perform Due Diligence To Avoid Mistakes (Audio)

    • Close Your Deal and Cash Your Check (Audio)

    • Partner To Do Your First Deal Faster (Audio)

    • Asset Manage the Property for Maximum Profits (Audio)

    • Determine the Right Exit Strategy for Maximum Profits (Audio)

    • Bonus: How to Conduct a Live Capital Raise Campaign (Audio)

    • Bonus: Scale Your Syndication Business with a Thought Leadership Platform (Audio)

    • Case Study New Hampshire Ave (Audio)

    • Case Study: 12 Unit WDC (Audio)

    • Case Study: Merton Manor (Audio)

    • Case Study: Dogwood Trace (Audio)

    • Case Study: Countryview Apartments

  • 18

    Bonus: How to Conduct a Live Capital Raise Campaign

    • How to Conduct a Live Capital Raise Campaign: Step 1

    • How to Conduct a Live Capital Raise Campaign: Step 2

    • How to Conduct a Live Capital Raise Campaign: Step 3

    • How to Conduct a Live Capital Raise Campaign: Step 4

    • How to Conduct a Live Capital Raise Campaign: Step 5

  • 19

    Syndicated Deal Analyzer

    • Syndicated Deal Analyzer