Outline Private Lending Presentation - Transforming...

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Private LendingSelf Directed IRA

• Buy Real Estate With No;• Money

• Credit

• Personal Guarantee

• Banks

• Hassels

Course Outline.

• Presenter’s Bio’s & team members• Educational resources• Discussion of the real estate investment

business and the 3 avenues of income; flipping houses, wholesaling, representing investors as buyer and seller clients.

• Focus on adding the investment business to your business model.

Add real estate investingto your business model?

• Don’t run with the herd

• Acquire/help investors acquire valuable info on real estate investing

• Develop additional income streams from multiple transactions or several income streams from the same transaction

• Build a profit center through the development of a data base of investors

Class Outline Cont.

• The most common excuses used to avoid pursuing the investment business.

• The 3 main elements of the investment business, lead generation, finding/analyzing/buying property, renovating and selling the property.

• Defining the target market

Class Outline cont.

• Various methods of lead generation…

• Collateral materials (examples)• Marketing (Direct Mail, Door knocking,

Phone, wholesalers, Listing service)• Marketing through placing internet ads on

Craigslist and calling on adds placed on Craigslist, Forsalebyowner.com

Acquiring The Money

• Buy For Cash• Hard Money Lenders• Private Lenders (Angel Funding)• Commercial Lenders• Owner financing• Partnering

Acquiring Funds to buy/fix/flip

• Discussion of acquiring funds through hard money lenders.

• Discussion of acquiring funds through private lenders (also known as angel funding)

Class Outline cont.

• Various methods of lead generation…

• Collateral materials (examples)• Marketing (Direct Mail, Door knocking,

Phone, wholesalers, Listing service)• Marketing through placing internet ads on

Craigslist and calling on adds placed on Craigslist, Forsalebyowner.com

Class Outline cont.

• Analyzing property to determine what is a good or bad buy and the criterion used.

• Financial analysis of a property• The elements of the contract to purchase• Using your preferred law firm to ensure

legal protection.• The Scope of Work for a rehab job

Class Outline cont.

• Wholesale Flip Business; Benefits;

• To pay cash and close or assign contract• Very little cash needed (”Tie It Up”)• Prospecting methods• Contracting for a wholesale flip. Various

elements of the contract.

Legal Entity Doing Business in Ga.

• Which Legal entity to use to buy/sell property in Georgia.

• Why not just buy personally?• How to set up the legal entity?

Documentation, Banking, etc.• Disclosures to use in the Purchase and

Sale Agreement in relation to license and material relationship disclosures

Private LendingSelf Directed IRA

• Buy or Represent Clients To Buy Investment Real Estate with No:

• Credit, Bank Loans or Private Lenders

• Introducing:

• The Self Directed IRA

Class Outline

• What is a Self Directed IRA.• Most frequently asked questions• The process of opening a Self

Directed IRA• Allowable investments as per IRS• Prohibited investments as per IRS

Class Outline

• The 5 step Self Directed IRA Investment Process.

• Intermediary vs. checkbook IRA• Compare returns of conventional vs.

alternative investment assets (real estate).

Dialogue to close client on IRA

• Talking Points To educate client:

• Do you have an IRA, 401K• Would you like a better return on money• Have you heard of Self Directed IRA• How much $ is invested in your retirement• How much would you want to invest in the

safety and superior returns in real estate

Rate Comparrison Real Estate vs. Traditional Investments

• Demonstration of one year and five year returns of Real Estate vs. Tranditional Investments.

Class Outline Cont.

• Discussion and review of Transformers recent renovations with property photos, the process and outcome of Transformers latest flips (Retail and Wholesale)

• Discussion includes; financial analysis, scope of work, budgets, accounting, staging, post renovation property inspection, private lender and profit on the deal, photos of Renovations.