Course curriculum
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1
Capital Raise Webinar
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Stone Crossing Apartments - Frequently Asked Questions
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Stone Crossing Executive Summary
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Stone Crossing Executive Summary (PowerPoint)
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Stone Crossing Teaser
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Stone Crossing Teaser (PowerPoint)
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Sample Email Script to Promote Your Deal to Your Investors (Word)
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2
Closing
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Critical Closing Dates & Checklist
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3
Deal Maker Blueprint
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Deal Funnel (Excel)
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Deal Maker Blueprint (Google Sheet)
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4
Due Diligence
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Due Diligence Document Checklist (Excel)
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Lease Audit Worksheet (Excel)
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Letter to Seller to Request Due Diligence Documents (Word)
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Letter to Tenant to Verify Lease Information (Word)
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Market Rent Survey (Excel)
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Repair and Improvement Worksheet (Excel)
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Sale Comps - Stone Crossing
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Sales Comp Analysis (Excel)
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Sample Inspection Report
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5
Evaluating Markets
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IRR Viewpoint Market Cycle Charts - Multifamily - 2003-2018
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IRR Viewpoint Report 2015
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IRR Viewpoint Report 2016
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IRR Viewpoint Report 2018
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IRR Viewpoint Report 2019
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IRR Viewpoint Report 2020
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Marcus Millichap - Beyond the Health Crisis - National Multifamily Outlook - Q3 2020
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Marcus Millichap 2017-U.S.-Multifamily-Investment-Forecast
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Marcus Millichap 2018-U.S.-Multifamily-Investment-Forecast
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MarcusMillichap_2014_NAR
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MarcusMillichap_2015_NAR
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Market Evaluation Worksheet (Excel)
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Market Tracker (Excel)
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Milken-best-performing-cities-report-2014
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Milken-best-performing-cities-report-2015
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Milken-best-performing-cities-report-2016
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Milken-best-performing-cities-report-2017
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Milken-best-performing-cities-report-2018
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Milken-best-performing-cities-report-2020
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6
Financing the Deal
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Lender Comparisons (Excel)
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Lender Document Tracking (Excel)
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Personal Financial Statement (Excel)
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Sample Term Sheet
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Uniform Residential Loan Application
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7
Finding Deals
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Letter 1 - I'm Interested In Buying Your Property (Word)
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Letter 2 - Sell your Out of State Property (Word)
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Letter 3 - Sell for Fair Market Value (Word)
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Letter 4 - Local Investor Needs to Purchase A Property In the Next 30 Days (Word)
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8
Making Offers
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Addendum to Standard Realtor Contract (Word)
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Bank Letter of Funds (Word)
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Contract Termination (Word)
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Credibility Cover Letter
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Exhibit A - List of Due Diligence Documents - Long (Word)
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Exhibit A - List of Due Diligence Documents - Short (Word)
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Informal Negotiation Letter to Seller (Word)
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Letter of Intent to Invest (Word)
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Letter of Intent - Informal (Word)
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Letter of Intent (Word)
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Marcus & Millichap Commercial Real Estate Purchase and Sale Agreement
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MLS Multi-Unit Sales Contract
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NDA and NON Circumvent Agreement (Word)
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Sales Agreement - Template (Word)
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Sample Proof of Funds Letter - COGO Capital
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9
Raising Money
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Crestwood Apartments Investor Presentation (PowerPoint)
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Investor Closing Tracking Sheet (Excel)
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Investor Information Tracking Sheet (Excel)
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New Hampshire Ave Investor Package
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One Pager (Word)
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Sample Deal Package -New Hampshire (Word)
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10
Syndicator Legal Library
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SEC Form D
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Virginia Form 1
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Equity and Voting Breakdown - XYZ Investments LLLP (Excel)
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Executive Summary of Operating and Partnership Agreements (Word)
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Operating Agreement Template (Word)
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Partnership Agreement Template (Word)
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Private Placement Memorandum PPM Sample (Word)
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Subscription Agreement Sample (Word)
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11
Deal Maker Certification eBook
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Deal Maker Certification eBook
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12
Case Study: New Hampshire Avenue
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Case Study: New Hampshire Ave
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Syndicated Deal Analyzer - AFTER 10-Minute Offer (Excel)
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Syndicated Deal Analyzer - AFTER Phase 2 Analysis (Excel)
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44 Unit Washington DC Marketing Package
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Repair and Improvement Worksheet - New Hampshire Ave
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13
Case Study: 12 Unit in Washington, D.C.
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Case Study: 12 Unit Washington DC
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Syndicated Deal Analyzer - AFTER Phase 2 Analysis (Excel)
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Case Study - 12-Unit in Washington DC (Word)
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Profit and Loss and Rent Roll
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Rent Roll (Excel)
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Video Tour
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14
Case Study: Merton Manor - 64 Units in Memphis
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Case Study: Merton Manor (64 Units in Memphis)
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Loopnet Listing - Merton Manor
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Property Notes (Word)
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P&L from Owner and ProForma (Excel)
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Rent Roll
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Rent Roll (Excel)
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Case Study - Merton Manor (Word)
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Syndicated Deal Analyzer - AFTER 10-Minute Offer (Excel)
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Syndicated Deal Analyzer - AFTER Phase 2 Analysis (Excel)
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15
Case Study: Dogwood Trace - 168 Units in Memphis
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Case Study: Dogwood Trace (168 Units in Memphis)
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Case Study - Dogwood Trace (Word)
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Dogwood Trace Updated December T12 (Excel)
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Dogwood Trace OM
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Syndicated Deal Analyzer - AFTER 10-Minute Analysis (Excel)
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Syndicated Deal Analyzer - AFTER Phase 2 Analysis (Excel)
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Syndicated Deal Analyzer - DONE (Excel)
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Dogwood Drone Video Tour
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16
Case Study: Countryview Apartments - 321 Units in Memphis
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Case Study: Countryview Apartments (321 Units in Memphis)
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Country View Marketing Package
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Case Study - Countryview Apartments (Word)
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Syndicated Deal Analyzer - Countryview (Excel)
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17
Audio Downloads
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Introduction (Audio)
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The Financial Freedom Blueprint (Audio)
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Find the Right Market In Which to Invest (Audio)
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How to Build an A-Team (Audio)
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How to Raise Money from Private Individuals (Audio)
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Understanding Syndication Legal Matters (Audio)
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The # 1 Way to Find Deals (Audio)
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How to Analyze Deals with the Syndicated Deal Analyzer (Audio)
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Make and Negotiate Offers That Get Accepted (Audio)
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Finance the Deal (Audio)
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Perform Due Diligence To Avoid Mistakes (Audio)
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Close Your Deal and Cash Your Check (Audio)
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Partner To Do Your First Deal Faster (Audio)
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Asset Manage the Property for Maximum Profits (Audio)
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Determine the Right Exit Strategy for Maximum Profits (Audio)
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Bonus: How to Conduct a Live Capital Raise Campaign (Audio)
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Bonus: Scale Your Syndication Business with a Thought Leadership Platform (Audio)
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Case Study New Hampshire Ave (Audio)
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Case Study: 12 Unit WDC (Audio)
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Case Study: Merton Manor (Audio)
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Case Study: Dogwood Trace (Audio)
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Case Study: Countryview Apartments
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18
Bonus: How to Conduct a Live Capital Raise Campaign
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How to Conduct a Live Capital Raise Campaign: Step 1
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How to Conduct a Live Capital Raise Campaign: Step 2
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How to Conduct a Live Capital Raise Campaign: Step 3
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How to Conduct a Live Capital Raise Campaign: Step 4
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How to Conduct a Live Capital Raise Campaign: Step 5
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19
Syndicated Deal Analyzer
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Syndicated Deal Analyzer
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