Available Classes

Overview of
Commercial RE for
Residential Agents


One Day Overview Class

LOCATION: Check for Location

DATE: TBD

TIME: 9:00 am- 4:30 pm


I. Commercial RE Terminology & Formulas

A. Types of Commercial RE
B. Some important definitions
C. Income & Expenses Sources
D. Simple calculations in investment properties
E. The Concept of Leverage
F. Review Questions & Answers

II. Methods of  Valuations

A. Gross Rent Multiplier
B. Capitalization Rate
C. Market Analysis
D. Vacancy Rate Calculations
E. Comparable Analysis
F. Market Surveys
G. Review Questions & Answers

III. Tax -Deferrals& Rules of Exchanges

A. Calculating Gain
B. The Pros & Cons of 1031 Exchanges
C. The Exchange Equation
D. Reverse Exchange (Outside Speaker)

IV. Case Study: Multi Family

A. Optimizing Performance of a typical “miss-managed” property
B. Net Increase in Cash Flow
C. Net Increase in Equity

V. Overview of Syndications (The Business Side)

A. The Broad Definition of Syndications
B. Form of Group Investments
C. Advantages and Disadvantages to Investors
D. Sources of Compensations to the Sponsor (Syndicator)
E. Forecasting the return to Investors
F. Simple Example of a small syndication

COMING SOON

Comprehensive Commercial RE From Foundations to The Syndications

     2 Day Boot Camp

LOCATION: TBA

DATE: TBA

TIME:  TBA


DAY ONE

1. Overview of Commercial RE Fundamentals.
2. Why you must use the “Internal Rate of Return” in ALL your Analysis and Projections
3. How does Tax Considerations in Commercial RE affects the decisions of Investors
4. Understanding the Details of Commercial Leases

                                        DAY TWO

5. The Critical Role of presenting the Commercial Investment. The art of preparing the “Offering Memorandum” and the “Set-Up” sheet.
6. The guidelines of Commercial Lending and how to use it to pre-qualify Commercial RE properties
7. Syndications; Understanding the business structure of Group Investments. Various approaches of how you can realize the proper compensation.
8. Getting ready to add Commercial RE to your practice and how to optimize your limited budget to prepare for the Market Shift.

COMING SOON

Advanced Topics
in Commercial RE
Practice

3 Day Boot Camp

LOCATION: Check for Location

DATE: TBD

TIME: TBD

I. Overview of Commercial R.E. Investments​

A. Types of Commercial RE
B. Income/Expense sources in CRE properties
C. CRE Products (Office, Multifamily, Retail & Industrial)
D. Some important definitions & acceptable Ratios
E. Benefits of Investing in CRE properties
F. Review Questions & Answers

II. Valuation Methods of  C. R.E. Investments

A. The Gross Rent Multiplier Approach
B. The Capitalization Rate Approach
C. Simple calculations in CRE Investments
D. Review Questions & Answers.

III. Return on Investment Formulas & Calculations

A. Cash Flow vs. Leverage.
B. The 3-Stages of the Investment Cycle
C. A Comprehensive Commercial R.E. Model
D. Cash Flow, COC & Equity build-up
E. Internal Rate of Return
F. Review Questions & Answers

IV. Marketing Prospectuses & Offering Memorandum (O/M)

A. Presentation vs. Evaluation
B. The Market Analysis
C. Analyzing Market Trends
D. Pro-Forma & Developing Projections
E. Step-by-Step in building O/M
F. Review questions & answers​

V. Property Management Aspects & Software Tools

A. General concepts of Property Management.
B. Management Roles
C. Marketing, Leasing, Collection & Reporting
D. Deferred Maintenance Issues
E. Performance Issues vs. Management Plan
F. Review questions & answers

VI. A Comprehensive Example of Multifamily / Mixed Use project

VII. After-Tax Cash Flow Calculations

A. Depreciation Rules & Sheltering Guidelines
B. Impact of Tax Reform Act of 1986
C. Taxable Income & Computing After Tax Cash Flow
D. Review Questions & Answers

​VIII. Investment Opportunities in CRE​​

A. Distressed Properties
B. Re-positioning of an Asset
C. “Turn-around” Considerations
D. Deferred Maintenance
E. Capital Projects & Reserves
F. Building an Operating History
G. Review Questions & Answers

​IX. Forms of Investment Groups & Syndications​ ​

(This Segment will address the Business-Side only for Syndications. Legal & Regulatory side may be addressed by a Syndications lawyer)

A. Definitions; Group Investments and Sponsors
B. Most Common Formats of Syndications
C. Duties and Compensations of Group Sponsor
D. Formats and functions of an Investment Fund<
E. Review Questions & Answers

​X. Case Study Two​ ​

A. Financial Projections for a potential 7-Year Syndication
B. Discussion of various approaches in compensating a Syndicator
C. Details the “Exceeding Expectation” by Sponsor / Syndicator
D. How to identify potential suitable investments for Syndications

​XI. Financial Models

​A. Modeling Software & Investment Presentations
B. Various uses of Financial Models in Selecting Investment Properties
C. Building “Side-by-Side” Actual and ProForma Tables
D. Review Questions & Answers

​XII. Tax-Deferrals and Rules of Exchanges

A. Calculating Gain
B. The Pros and Cons of 1031 Exchanges
C. The Exchange Equation
D. Reverse Exchanges
E. Review Questions & Answers

(Outside Speaker)

COMING SOON

Why Commercial RE Academy?

We believe that many Residential Agents can acquire the needed knowledge to practice Commercial real estate.

Among the needed skills, knowledge of the needed.