Curriculum Includes:

  • 1

    What are creative real estate strategies?

    • What are creative real estate strategies?

    • What does creative real estate strategies include?

  • 2

    Traditional Vs Non Traditional Investing

    • 3 Main Differences Pt.1

    • 3 Main Differences Pt.2

  • 3

    Top 5 Creative Real Estate Strategies

    • Top 5 Introduction

    • 1. Wholesaling

    • Common underwriting criteria for wholesaling

    • 2. Lease Options

    • Common underwriting criteria for Lease Options

    • 3. Private Money Lending

    • Common underwriting criteria for Private Money Lending

    • 4. Seller Financing

    • Common underwriting criteria for Seller Financing

  • 4

    The Power of Subject To

    • 5. Subject To (defined)

    • Subject To (explained)

    • Things To Consider When Using These Strategies

    • Why subject to is my favorite creative strategy

    • What are the benefits of subject to

    • What are the risks of a subject to deal?

    • Why would a seller agree to a subject to deal?

    • Subject To is more than a strategy, it's a SERVICE!

    • What is the difference between subject to, seller finance, and a wrap?

    • Why subject to is NOT for everyone

    • How long should you hold an existing loan on a subject to property?

    • What is your Standard Of Practice (SOP) For Subject To Investing?

  • 5

    10 Steps To A Subject To Deal "From Entry To Exit"

    • 10 Step Introduction

  • 6

    Step 1 - Generate The Lead

    • 1. Generate The Lead

    • Identifying motivated sellers for subject to

    • How to generate a lead for a subject to deal

    • How I generate leads for a subject to deal

  • 7

    How To Find & Form Pre-foreclosure Deals

    • Using Auction Sites

    • Using Investor Sites

  • 8

    Step 2 - Make The Initial Contact

    • Make the initial contact

    • Foreclosure Prevention Letter

    • Outbound Foreclosure Prevention Script

    • Outbound (direct) Foreclosure Script

  • 9

    Step 3 - Gather The Facts

    • Gather the facts Pt.1

    • Gather the facts Pt.2

    • Link To Our Seller Property Questionnaire

  • 10

    Step 4 - Analyze and Underwrite

    • Understanding the underwriting and analyzing processes

    • How to underwrite a subject to deal

    • How to analyze a subject to deal

    • Your Exit Strategy And Equity Spread

    • Underwriting Worksheet

  • 11

    Step 5 - Visit The Property

    • Visit The Property

    • Sample Property Checklist

  • 12

    Step 6 - Sign The Documents

    • Sign The Documents

    • Subject To Documents

  • 13

    Step 7 - Submit The Documents

    • Submit The Documents

  • 14

    Step 8 - Perform Due Diligence

    • Due Diligence Pt.1

    • Due Diligence Pt.2

  • 15

    Step 9 - Attend The Closing

    • Attend The Closing

  • 16

    Step 10 - After The Closing

    • After The Closing

  • 17

    Typical Documents Used For A Subject To Transaction

    • Typical Documents Used For A Subject To Transaction

  • 18

    The 5 Biggest Pitfalls Of Subject To Investing

    • 1. The Deal Structure

    • 2. The seller

    • 3. The Insurance

    • 4. The Due On Sale Clause

    • 5. The Buyer

  • 19

    How To Deal With Subject To Objections

    • Strategies for The 6 Common Objections

    • HUD1 Settlement Statement

    • Articles Explaining The Pro's & Cons of Bankruptcy

    • Articles Explaining Debt To Income Ratios

  • 20

    Money Rules For Subject To

    • How To Create Your Money Rules Pt.1

    • How To Create Your Money Rules Pt.1

    • Money Rule For Capital Gains

    • Money Rule For Cashflow

    • Money Rule For Equity

    • Money Rule For Depreciation

    • Summary On Money Rules

  • 21

    Facts About Subject To Investing

    • Acquisition Strategy

    • Commercial Transaction

    • Not An Assumption

    • Non Recourse

  • 22

    Using Subject To For Buying Pre-foreclosures

    • Introduction To Pre-foreclosures

    • The Foreclosure Process Explained

    • Understanding Foreclosure Laws

    • 3 Characteristics of a pre-foreclosure owner

    • Using Pre-foreclosure scripts

    • Foreclosure Prevention Services

    • Complimentary Services for pre-foreclosure owners

    • Pros and Cons of buying pre-foreclosures

    • What does subject to investing in pre-foreclosures require? Pt.1

    • What does subject to investing in pre-foreclosures require? Pt.2

    • How to create your "buy box" as a subject to (pre-foreclosure) investor

    • How much money does it take to do a subject to pre-foreclosure deal?

    • What pre-foreclosures should you NOT buy?

    • What does a seller prevent when they agree to a subject to pre-foreclosure deal?

    • How much earnest money is needed for a subject to pre-foreclosure deal?

    • How much cash should you give the seller in a subject to pre-foreclosure deal?

    • Do you need a real estate agent in a subject to pre-foreclosure transaction?

    • How do you know if a subject to pre-foreclosure is a good deal?

    • What websites and platforms should I use for subject to pre foreclosure deals?

    • Where's the "sweet spot" in the pre-foreclosure process?

    • How long is the "due diligence" period with a subject to pre-foreclosure?

  • 23

    Lessons from buying pre-foreclosures subject to

    • Understanding the "niches" of pre-foreclosures and subject to

    • People change when pressure is gone

    • Verify loans and liens

    • Evaluate your risks and rewards

    • Doing good vs doing deals

    • Presence over pictures

    • Expect vs inspect

    • Handling post closing during pre-closing

    • Underwrite all exits

    • Stay of top of your PML's

  • 24

    Subject To Case Study 765

    • Subject To Steps 1-3

    • Subject To Step 4

    • Hidden Points For Steps 1-4

    • Subject To Steps 5-7

    • Hidden Points For Steps 5-7

    • Subject To Steps 8-10

    • Hidden Points For Steps 8-10

    • Property Report Breakdown

    • Case Study Property Report

  • 25

    Underwriting "Case Study" Using 8 Terms & Concepts

    • Underwriting "case study" using 8 terms & concepts

  • 26

    Underwriting Exercise

    • Underwriting exercise using pre-foreclosures (live coaching call)

    • How to determine your exit strategy Pt.1

    • How to determine your exit strategy Pt.2

    • Underwriting Worksheet

  • 27

    Virtual Underwriting Masterclass

    • Pt.1 Virtual Masterclass on how to underwrite creative real estate deals

    • Pt.2 Virtual Masterclass on how to underwrite creative real estate deals

  • 28

    Creative REI Tips & Topics

    • 2 motivations for sellers in pre-foreclosure

    • Verify & Confirm HOA Rent Restrictions

    • Insuring Your Subject To Property

    • 2 Letters From foreclosure Trustee

    • Using Contractors As Project Managers

    • Where To Find Creative REI Docs & Forms

    • Using a "TC" or Transaction Coordinator on a subject to deal

    • 3 areas of distress in a pre-foreclosure deal

    • How To "Fully Exit" A Subject To Deal

    • Other Costs Associated With Creative Deals

    • The 3 P's you must prioritize

    • When and how do you pay arrears with pre foreclosures?

    • Subject to title insurance and homeowner's insurance

    • Can you refinance a subject to property?

    • How to handle escrow overages after flipping a subject to

    • 5 ways you can get paid investing in real estate

    • 3 ways to handle the "due on sale" clause

    • 5 Things To Remember As A Creative real Estate Investor

    • The Deed Vs The Deed of Trust

    • Fix & Flip or Buy & Hold

    • How to deal with pre-foreclosure objections

  • 29

    Creative PDF Resources

    • Attorney Approved Seller Form & Authorization To release (GA)

    • Attorney Approved Purchase & Sales Agreement w/Subject To Language (GA)

    • Sample Authorization To Release Form

    • Foreclosure Prevention Letter

    • Outbound Foreclosure Prevention Script

    • Outbound (direct) Foreclosure Script

    • Sample Property Checklist

    • Promissory Note

    • Deed Of Trust

  • 30

    Creative Real Estate Workshop REPLAY

    • CREI Workbook

    • Session 1: What is creative real estate investing?

    • Session 2: The most important terms and concepts for underwriting deals

    • Session 3: The power of "subject to"

    • Session 4: 10 steps to a "subject to" deal