TRU Commercial Real Estate Investor Roadmap

Commercial Real Estate Investor Roadmap

Learn how to make a steady stream of passive income investing in commercial real estate

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Learn from experts with over 40 years combined experience in the acquisition and financing of real estate transactions valued in excess of $3 Billion

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Instructor(s)

Ken Gee

Partner

[email protected]

Ken Gee is a TRU CRE Training Systems partner and the founder and President of KRI Properties. He has more than 23 years of significant real estate, banking, private equity transaction and principal investing experience. Throughout his career, he has been involved in transactions valued in excess of $2 billion, much of which has included the acquisition, management and financing of various multi-family real estate projects as well as playing a significant role as a member of due diligence and transaction structure planning teams for several private equity firms specializing in the small and middle markets.

George Costanzo

Partner

[email protected]

George Costanzo is a TRU CRE Training Systems partner, SVP of Originations for Retlaw Capital and President, and Co-Founder of TRU Global Property Solutions. He is a seasoned veteran of the financial services industry. His expertise comes from over 30 years of experience working in the Real Estate, Investment Banking, and Mortgage Financing Sectors. Throughout his career, he has been involved in the financing and acquisition of real estate transactions valued in excess of $1 billion. While his commitment to getting deals won and surpassing clients’ expectations is admirable, his dedication to educating and mentoring Real Estate Investors is what sets him apart from his peers.

Carolina Walicki

Partner

[email protected]

Carolina Walicki is a TRU CRE Training Systems partner, Licensed Real Estate Salesperson at REAL NY and CEO / Co-Founder of TRU Global Property Solutions. As a diverse real estate professional, she is able to seamlessly blend her care for people with her expertise. Her knowledge of the real estate market and ability to break down numbers keeps her clients informed and current. She has experience in the lending and acquisition world of commercial multifamily properties. As a result of her always curious attitude, she earned her CCP (Certified Commercial Practitioner) designation in 2021. She has a deep desire to educate and help people who are not only looking to buy and sell real estate but also those looking to become investors.

Reviews

See what our current subscriber's have to say

Understanding Your Personal Situation & Self Evaluation

Eric Schultz

This part of the course helps me set up my WHY !! This has me writing down why I am doing this and knowing where I want to go with Real Estate.. Nothing better then seeing your goal every day...

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CRE Terminology

Jason Vekas

Unbelievably thorough list of terms and definitions. Great for beginners like myself.

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PFS & Bio’s

Douglas Davis

Great course, make you really think about what you’ve done , what you’ve accomplished and what skills you can use or your bio to get the lender to pay attention to your business.

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Real estate terms

Colleen Daczoub

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Course Objective

This course is designed for those who wish to gain knowledge, tools, and confidence in order to successfully become commercial real estate investors. Our goal is to help you avoid various pitfalls and transform from a beginner to a seasoned commercial real estate investor.

Course Curriculum

1. Course Objective
  FREE PREVIEW
1. Subscriber Contact Information Sharing
1. Recorded webinar links
1. Link To Ken Gee E-Book
  FREE PREVIEW
2. Self Evaluation
  FREE PREVIEW
3. First Steps To Becoming A Real Estate Investor
  FREE PREVIEW
4. Your PFS & Creating Your Bio
5. Creating Your Bio (part 2)
6. Creating Your Bio (part 3)
7. Sample Bio - Ken Gee
8. Simple PFS (Personal Financial Statement) Template
9. Freddie Mac SREO & PFS template
1. REAL ESTATE TERMS
1. TRU Zoom - Step by Step of the CRE Transaction
2. Ken Gee Sample Rent Stack & Underwriting
1. GP (General Partner) Pool
2. Operations and Transaction
3. Building your Team
4. Building Your Team (part 2 - Preparing for your lender)
1. Choosing a market
2. Choosing A Market Part 1
3. Choosing a market
1. Identifying Type of Deal You Want to Pursue
2. Types of deals you want to pursue
3. Types of deals you want to pursue (part 2)
4. TRU meeting June 28th types of deals
1. How to find a deal
2. Finding The Deal
3. Finding a deal (part 2)
4. Ways To Find Deals
1. Developing Relationships With Commercial Realtors
1. Worksheet Real Estate Investment Training.docx
2. Breaking Down The Deal
3. TRU Zoom - .Break down of a deal
4. Deal Breakdown
5. First look at a deal from a OM 7/14/22
1. Understanding Cap Rates 7/19/22
2. Breaking Down Cap Rates 7/21/22
3. Understanding Cap Rates 7/19/22
4. Understanding Cap Rates 7/21/22
1. Link To Ken Gee Underwriting
1. OM Review and Google Drive Property 7/26/22
2. OM Review and Google Drive Property Notes 7/26/22
1. Building A Rent Stack Part 1
2. Building A Rent Stack Part 2
3. Building rent stack part 1 8/9/22
4. Building a rent stack part 1 notes 8/9/22
5. Building a rent stack spreadsheets 8/9/22
6. Building a rent stack part 2 08/11/22
7. Building a Rent Stack Part 2 notes 08/11/ 22
8. Ken Gee sample rent stack
1. Underwriting
2. Underwriting part 1 year zero 7/28/22
3. Underwriting part 1 year zero notes 7/28/22
4. Underwriting part 2 year zero 8/2/22
5. Underwriting part 2 Notes 8/2/22
6. Underwriting part 3 year zero 8/4/22
7. Underwriting part 3 Notes 8/4/22
8. TRU underwriting notes 8/18/22
9. Underwriting sample spreadsheets
10. Initial CapX budget 08/18/22
11. Initial CapX budget notes 08/18/22
12. Ken Gee Deep Dive Underwriting Spreadsheet
13. Joe Seay - Generation Grove
14. Updated spreadsheets Ken Gee 6/12/23
1. Touring property and comps 8/23/22
2. Questions to ask brokers
3. Questions to ask brokers (download)
4. Questions to ask brokers and LOI 8/25/22
5. Touring a property and comps 8/23/22
1. Lender Zip File
2. Required Documentation
3. Credit_Authorization
4. Rent Roll
5. FMAC SREO & PFS
6. Lending Breakdown
7. Working with a lender 08/16/22
8. Working with a lender notes 08/16/22
9. Yield Spread and Defeasance calculator
1. LOI Sample TRU 2
2. Sample LOI
3. Questions to ask brokers and LOI 8/25/22
1. Buyer Interview 8/30/22
2. Buyer Questionnaire Sample
3. Buyer Questionnaire 8/30/22
1. Commercial Due Diligence Documents
2. Due Diligence 9/1/22
3. Property Due Diligence
4. Sample Due Diligence Information Request
5. Due Diligence 9 13 22
6. Due Diligence 91523
7. Due Diligence 9 20 24
8. Due Diligence 92225
9. Due Diligence 9/13/22
10. Due diligence and deal review 9/15/22
11. Loan agreement and property assessment 09_22_22
12. Loan application 9/20/22
13. Due diligence 9/6/22
14. Environmental Report and Loan Commitment_09_27_22
15. Environmental Report and Loan Commitment
1. Syndication 09 29 22
1. TRU Zoom - The Guarantors
2. TRU Zoom - Water and your NOI
3. Technology and NOI - Jeff Hoch
1. Unwritten Rules
1. TRU Zoom - Deal Summary Disclosure - Ken Gee
2. Deal Review 9/6/22
3. Deal review 9/8/22
4. Deal Review 9/8/22
5. Deal review 9/8/22
1. Q&A 7/12/22
1. TRU Commercial Real Estate Resources
2. Underwriting sample spreadsheets 7/28/22 & 8/4/22
3. Building a rent stack sample spreadsheets 8/9/22
4. Yield Spread and Defeasance calculator

115 lessons

This course is valued at $29,985 ($2,499 per month) and is available for a limited time for only >>> $99.95 per month!

Let us help you get on the fast track to commercial real estate investing success

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What You Get

Live Webinars
$23,995 value
Every Tuesday & Thursday at 7pm EST we have live interactive webinars to help educate you and answer your questions.
Online Course
$3,995 value
Don't Have Real Estate Investing Experience? Not to worry! We will guide you step by step with this online course and show you what you need to know when you are first starting out.
Networking
$1,995 value
You will have opportunity to network with many other investors, some of who have lots of experience.

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This is a limited time offer

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Course Objective

Subscriber Contact Information Sharing

RECORDED WEBINARS

Understanding Your Personal Situation & Self Evaluation

CRE Terminology

Step By Step Review

Building Your Team

Choosing A Market

Identifying Type of Deal You Want to Pursue

Ways To Find Deals

Developing Broker Relationships

Napkin Underwriting

Understanding Cap Rates

Practice Underwriting

Google Driving A Property

Building A Rent Stack

Underwriting The Deal

Touring A Property & Comps

Working With A Lender

Submitting Your LOI (Letter Of Intent)

Buyer Interview

Due Diligence

Raising Funds

Vendors Who Can Help You

Unwritten Rules

Deal Reviews

Q&A

TRU Resources

Live Webinars

Online Course

Networking