$uccess Classes continues the tradition of bringing you the finest wealth building instructors in the industry, and we’re bringing them right to your door to guide you to the life you’ve been waiting for!
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Asset Management Workshop
Presented by Sue Chara
You’ve asked for it and we are thrilled to announce our new class, “Asset Management”. Sue Chara will be sharing all of the “must knows” for asset management specifically for your multi-family investments. This unique two-day class is for anyone who wants to know what an asset manager does or for any current asset managers who want to improve their performance.
This class will be held June 22nd – 23rd, 2019
Deal Structuring Workshop
Presented by Apartment Mentors’ Gold Coach – Scott McCaig
Learn How to Raise ALL the Money You Need, How to Structure Your Deals & How to Split Your Deals w/Partners!!
Do you know how to compensate credit partners, experience partners, money partners, etc? Do you even know all the people you may need in your deals to be successful? Do you have the right software to help you successfully analyze and ‘split’ your deals?
If you answered no to any of these questions, you need to attend Scott’s Deal Structuring Workshop.
This class will be held August 3 – 4, 2019
APARTMENT DUE DILIGENCE and Escrow Period Timeline Workshop
Presented by Apartment Mentors’ Gold Coach – John A Recob
Would you like to know how to overcome the minefield of obstacles to successfully get through the escrow period? Would you like this property purchase to have a higher likelihood of meeting your planned objectives? What due diligence should be performed before purchasing an apartment property? Why do many properties take so long to close? What are the other critical activities during the escrow period? What professionals need to be involved? Do the order tasks are completed really matter? What are the skill sets required for completing the due diligence? Who can assist with these tasks?
If you would like the answer to these questions, you will want to attend John’s Due Diligence Workshop.
May 4 – 5, 2019 and September 14 – 15, 2019
2-Day Value Add Properties Workshop
Presented by Apartment Mentors’ Gold Coach – David Sanchez
Being a risk taker has huge advantages when you understand how to accomplish it successfully. Value Play Properties, which are apartments you buy in a distressed condition, can be an excellent reward for taking a risk. Distressed can mean poor condition, low occupancy or both.
Dave Sanchez has teamed up with Apartment Mentors to bring you a class you won’t find anywhere else that will teach you essential skills to learn how to locate, assess and purchase these properties.
This class will be held October 26 – 27, 2019.
Upcoming 1-Day Workshop Schedule
New Orleans, LA (www.NewOrleansREIA.com)
July 20, 2019
San Diego, CA (www.sdcia.com)
August 17, 2019
Los Angeles, CA (www.LASouthREIA.com or www.lareic.com)
August 24, 2019
San Antonio, TX (www.alamoreia.org)
November 23, 2019
Anthony is founder of $uccess Classes and President of Apartment Mentors LLC. Anthony’s specialty as an international speaker and educator is teaching regular people how to successfully invest in Apartment Buildings.
He’ll show you why apartments/multi-units make sense in today’s market, how to buy with no money down and how not to get screwed by a seller!!
Wouldn’t you like to know why some people find it easier to buy an Apartment Complex than a single family home? Come learn how they did it and get in on some terrific cash flow. 2 of Anthony Chara’s recent students purchased a 150 unit complex in Louisiana with about $2000 out of pocket. Would you like to know how they did it?
Then come to his 1-Day workshop!
What you’ll learn at the 1-Day Apartment Workshop:
- Advantages & Disadvantages of Apartments
- How you actually have more control over the value of your Apartments than with SFH’s
- Lingo You Need to Know
- Key Ratios Used in Valuing Apartments
- Analyze the Numbers on Real Complexes
- Bring your own deals to analyze live in the workshop!!!
**Contact the local Real Estate Investors Association listed above for details on pricing**
1-Day Workshop in Webinar Video format on Apartment/Multi-Unit Investing
Over 6 hours of video in webinar format including 2 hours showing you how we analyze and make adjustments to 5 individual properties. Video also includes detailed explanations on the Advantages and Disadvantages of Apartment investing, differences between Apts. and SFH’s, Key Terms investors need to understand and practice exercises to teach and reinforce key calculations you must know about Apts.
$97 – Instant Download (approx 450MB) – SuccessClasses.com Web Special
$197 (+7.95 S&H) – USB Flash Drive and Hard Copy Manual – SuccessClasses.com Web Special
4-Day Boot Camp
on Apartment/Multi-Unit Investing,
including the 7-Step process of Apartment Purchasing
- Overview – Advantages and Disadvantages of Apartment/Commercial investing, differences between Apts. and SFH’s, Key Terms investors need to understand and practice exercises to teach and reinforce key calculations everyone must know about Apts.
- Locating – In addition to the usual places to find deals, you’ll learn the not so usual techniques I use to find deals that others don’t teach. I’ll show you over 16 places to find properties that you may not have known about before.
- Quick Analysis – You’ll learn how to analyze a property in 5-10 minutes, not 5-10 hours or 5-10 days.
- Making an Offer – You’ll learn how to make an offer that will catch the Seller’s attention and how to package that offer for maximum effectiveness
- Financing – You’ll learn current financing strategies such as; traditional 20-25% down programs as well as little to no money down techniques including Master Lease Options and Wrap Mortgages. Over 13 strategies in all.
- Due-Diligence – You’ll spend hours learning what documents to ask for from the seller, how to analyze them to avoid getting screwed by the seller, along with how to properly inspect the actual property to make sure you’re not inheriting the seller’s problems.
- Negotiations – Learn techniques and strategies to get what you need from Sellers with roll-play exercises right in the class.
- Closing – You’ll learn what to look for and expect at the closing table. The hard part should be done by the time you get here. Now is the time to make sure the details of the contract & loan have been followed so that the Deed and DOT or Mortgage are recorded correctly.
- Other Bonus Topics – Depending on the current market situation and available time in the class, you’ll learn more about Timing The RE Market and/or Property Management. I even invite some of my students to come back to the event to teach you about their own deals. You’ll also learn from my successes and my mistakes so you go into your own deals with your eyes wide open.
Upcoming Boot Camp Dates:
May 2-5, 2019
May 16-19, 2019
June 6-9, 2019
June 27-30, 2019
July 11-14, 2019
St. Vincent & The Grenadines Training Event on a private catamaran (Special Pricing, different class – SOLD OUT)
September 14 – 21, 2019 (Dates Confirmed)
New Orleans, LA
October 3-6, 2019
Guadeloupe Training Event on a private catamaran (Special Pricing, different class – Only 1 Cabin Remaining)
October 12 -19, 2019 (Dates Confirmed)
October 24-27, 2019
San Antonio, TX
January 23-26, 2020
St. Vincent & The Grenadines Training Event on a private catamaran (Special Pricing, different class – Only 4 Cabins Remain)
October 10 – 17, 2020 (Dates Confirmed)
Boot Camps coming up in other locations soon
in 2019, 2020 and beyond
We will add other dates as they become available!
$995 per person
Or purchase both the Home Study course and the Boot Camp together and get 50% off the HSC! $1990 value for $1495!
Raising Private Money for Any Real Estate, Anywhere!
SEC Attorney Jillian Ivey Sidoti
Hey! Have you ever said, “I’m looking for investors”!!
I must hear the phrase “I’m looking for investors” every single day.
What most innocent folks don’t know is that they are violating securities laws by uttering those very words. Now these normally law abiding citizens don’t mean to offend the SEC or their local, friendly state securities board, but unfortunately, they are, because they may just have made an offer to sell securities.
The definition for a “security” was outlined in SEC V. HOWEY CO., 328 U. S. 293 (1946):
“Under Section 2(a)(1) of the Securities Act of 1933, “unless the context otherwise requires,” the term “security” includes any note, stock, treasury stock, security future, bond, debenture, evidence of indebtedness, certificate of interest or participation in any profit-sharing agreement, collateral-trust certificate, preorganization certificate or subscription, transferable share, investment contract, voting-trust certificate, certificate of deposit for a security, fractional undivided interest in oil, gas, or other mineral rights, any put, call, straddle, option, or privilege on any security, certificate of deposit, or group or index of securities (including any interest therein or based on the value thereof), or any put, call, straddle, option, or privilege entered into on a national securities exchange relating to foreign currency, or, in general, any interest or instrument commonly known as a “security”, or any certificate of interest or participation in, temporary or interim certificate for, receipt for, guarantee of, or warrant or right to subscribe to or purchase, any of the foregoing.”
This means that any time you ask for money, that you will have control over, to gain a profit for the “investing” party, you have sold a security. It does not matter if you term it as a loan or as a “percentage of the profits.” It’s a security.
Jillian Sidoti of the Law Office of Trowbridge Sidoti, LLP, is the expert on money raising techniques for real estate companies. After working in commercial real estate doing condo conversions for many years, Jillian started a firm that specializes in securities transactional legal matters such as Private Placement Memorandums, SEC compliance, Regulation A filings, Direct Public Offerings, and Intrastate Offerings.
Learn how to Raise Money for your Deals the right way by coming to Jillian’s 1-Day Workshop where you’ll learn how to:
- Raise private capital without breaking the law
- Use private money to purchase any type of real estate
- Position your real estate company so that capital raising efforts are effective
- What needs to be on your website for effective and legal money raising
- Come away with a comprehensive list of the documents needed to protect yourself and your investors
- Find out where serious investors are hiding
You have 2 choices for participation. Choice #1 – Includes Jillian’s Home Study Course (as described below) AND admission to her 1-Day workshop. Choice #2 – Admission to her 1-Day Workshop only. Keep reading for the details on both choices/options for participation.
Her course includes 6 sections covering topics such as:
- Course #1: Setting Up Your Real Estate Investment Company
- Course #2: Writing Your Real Estate Business Plan
- Course #3: Private Money Basics – Staying within the Law
- Course #4: What to Offer Your Investors
- Course #5: How to Find Investors
- Course #6: Putting Your Offering Together
As an extra bonus you’ll also receive the following:
1. Disc 1: Includes samples of operating agreements, partnership agreements, real estate investment trusts, and articles on tax treatments of LLC and the “why’s” of using an LLC
2. Disc 2: Includes a comprehensive spreadsheet program so that you may create dynamic financials along with a real estate business plan template for your use
3. Disc 3: Includes SEC guides, articles, sample purchaser qualification form, sample subscription, and FORM D revisions
4. Disc 4: Includes templates for marketing campaigns, sample agreements, articles, and press release samples
5. Disc 5: Includes a comprehensive state regulations guide, real estate questions to initially think about, and a sample PPM.
This class date is March 29th, 2019
Choice #1 – Cost for the course is only $1495 AND you’ll receive a voucher for $1000 credit towards Jillian’s services that she’ll tell you more about at the workshop. (This option almost pays for itself!) This offer also allows you to bring a guest with you for no additional charge. Just like all of our courses, we offer a 100% money back guarantee if you’re not completely satisfied.
Choice #2 – If you just want to come to the workshop and learn a ton of great information, it’s only $199 per person. If you sign up during the Early Bird Registration, you get 2 for 1 admission. Sign up now, pay for yourself and we’ll contact you to get your guest’s information.
and Entity Structuring Workshop
Attorney Stephanie Long
50-60 million lawsuits are filed in the U.S. each year. Did you know you have a one in four chance of being sued in your lifetime?
In this informative presentation, learn from an experienced attorney how to reduce your lawsuit risk while protecting your hard-earned assets. Learn the requirements for setting up a business entity, how to run your business properly, and how forming your business in different states can offer more asset protection. Learn how to protect your personal residence. Other topics also include state exemptions, jurisdictional issues, insurance protection, and much more!
Ms. Long, of Estill and Long LLC, has extensive experience providing tax planning and business advice to her clients. She advises real estate investors and business owners with entity structuring, tax and business planning and asset protection. As a frequent national seminar speaker and collegiate instructor, she has spoken to and has helped thousands on business and tax planning techniques important to real estate investors and business owners.
Ms. Long is also President of REITS, Inc., a company providing educational services to both business owners and real estate investors. She is an author to numerous articles and books, including the Real Estate Investors Tax Edge, a tax planning book for real estate investors, published under the JK Lasser Series, America’s Best Selling Tax Guides.
This class will be held (Date Coming Soon)
Learn How to Reduce Your Taxes
to Your Absolute Minimum Workshop
Attorney Stephanie Long
Did you know that your taxes are the single largest expense you will ever pay in your lifetime? Learn from a tax savings expert, author and attorney, and Colorado’s own, Stephanie Long, how to reduce your taxes to the legal minimum.
You can save thousands off your tax bill by learning the tax savings techniques that few people ever learn about. Instead of giving that money to Uncle Sam; take a vacation, buy a new car, or put that money away for a rainy day.
At this event, you will learn about the following tax reduction techniques:
- How to use business entities for asset protection and tax planning
- Travel, Automobile, and Meals and Entertainment Deductions
- Like Kind Exchanges
- Capital Gains
- Real Estate Professional and Dealer Rules
- Rental Properties
- Hiring your children/spouse
- Retirement Plans
- Audit Proofing Techniques
- Much, Much More!
There is a way, and only the people who know about it can benefit from it. The Tax Strategies Seminar will show you how to reduce your tax bill, starting right now!