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  Are you ready to hook-up with the largest group of real estate professionals and market insiders in California?  Do you want to communicate directly with the brokers, bankers, property owners and consulting professionals that control our Regional markets, and the investment future of your clients?  Would you like to know, first hand, what the market professionals are really saying about investing in the single family and commercial markets in California? What is a good deal in the foreclosure and bank owned market?  Will it really cash flow over the long term, and, if so, who gets it first?  Why are the smart agents looking at the rich apartment and commercial markets, and how do they find great deals for their clients when no one else can?  Do you  want to be connected to the daily momentum of your local market so that you can position your clients for the new investing paradigm before everyone else returns?  Do you want to be the center of influence in your office as other agents bring their business to you?  Are you ready to become a "Third Level" superstar.  If you want the answer to these questions, and many more, then you are in the right place.

     Why are the elite "Third Level" real estate professionals different from everyone else, and how do they win in the competitive real estate investment markets while First and Second Level competition struggles?

The easy answer is that "Third Level" professionals allow themselves to be drawn into a professional relationship at a deeper level that is free of pricing frustration, competition and the false information which plagues the experience of most First and Second level agents.  The best answer requires a complete understanding of the mind-set that leads the top professionals to consistently renewable business relationships which other Realtors never enjoy. The top sales professionals know that training driven by company revenue models, corporate centric brochures, and "shop worn" sales scripts do not promote credibility, or long term sales success.  Throughout the Business Development Series we will show you how to master the attitude and communication skills "Third Level" professionals employ to build strong business partnerships which endure the test of time, resulting in long term financial success and career satisfaction. 

Don't wait until the new wave of competition begins to overwhelm your market.  Get the valuable training you need now by working directly with top California real estate professionals who will train you to succeed while others are failing by locking you into the hot deals before they reach the market. They will, also, help you build and field test the business plan that is right for you, and they will be there to insure you and your clients make the correct choice at the critical moment of decision.  Let's get started.

The Commercial Alliance For Investors

Presents

The Commercial & Investment Business Development Series

If you are ready to become a sales "super star", then please join as a member of the Realtor Forum. You will find the Registration link at the bottom of this page.  Your registration includes the "Real Estate Professionals Business Development Series", the Forum's Program Library and Web conferencing participation. The "Commercial & Investment Business Development Series" is more than a training course, it is a learning experience.

"Most investors never recognize the extraordinary investment opportunities
that are right in front of them every single day."        

                                                        Orland Fixx, -  CEO, Fixx Financial
                                                                               The "Forum Workshop Live"
                                                                                                                  Denver, Colorado Financial Expo, May 8, 2008

Part I

"Introduction"

    

BEGINNING    Join Bill Angove California Manager for Asset Preservation Inc., and Bob Peterson as they present Part I of the Business Development Series with "Investment Analysis Basics" followed by The Power of Analysis & Strategy. The top commercial professional will tell you their most important and powerful marketing tools are the ability to properly analyze the investment, and to identify tax deferred opportunities missed by the amateurs. This two part presentation is the perfect introduction to success in the investment and commercial real estate markets.

In Part 1 - "Investment Analysis Basics"  Bill opens the "Business Development Series" by demonstrating for an audience of real estate professionals the simple ways to analyze investment properties and determine value.  He demonstrates the correct way to determine rate of return, and how to achieve financial independence by unlocking new sources of income.  Finally, you will learn how to start in the small commercial markets, and how to price these properties correctly.

In Part 2, "The Power of Strategy" , Bill reveals the extraordinary wealth building opportunity created through the rules and principles of the IRS 1031 tax deferred exchange.  Imagine the ways to develop client relationships through the tax code.  Help your clients increase cash flow. Reallocate, redistribute or consolidate poor performing properties into high performance assets.  Create profitable partnerships, exit partnerships and resolve partnership disputes. Enhance financing options, and reduce management risk.  Knowledge of the 1031 exchange rules is a powerful business development strategy in the hands of a skilled professional.

FIELD TRAINING    The basic Lesson Plan consists of  the first three Field Exercises of the "The Real Estate Investment Guide And Field Reference Manual".  Please start from the beginning and study each of the first three Field Exercise as you encounter them.  The Income & Expense Summary, the Decision Model (Cash Flow & Capital Gain Model) and Lender & Borrower - A Partnership.  Work patiently.  These field exercises are the technical preparation and form the proper foundation for the "Forum Workshop Live".

The proper understanding of each Field Exercise is critical.  It is intended to insure that you can properly apply the principles and theory, and prepares you for the instruction that follows. The importance of this lesson plan can not be over emphasized as it forms the foundation for your entire real estate investing experience. Therefore, it is imperative that you be patient, and master the material contained in each Field Exercise.

Part II

"The Forum Workshop Live"

The "Forum Workshop Live" will prepare you for the "physical" aspects of the real estate commercial and investing markets as you come face-to-face with the properties, brokers, owners, mortgage professionals, property managers and the extraordinary cast of personalities that you will encounter in your daily activities. The "Forum Workshop Live" unites the first three field exercises of the "Real Estate Investment Guide & Field Reference Manual" with the day to day realities of the commercial market, and will set you clearly apart from the every day amateur - both professional and investor.  

In Section 1, "The Principles of Value", Join Bob, along with a group of Keller Williams residential and commercial real estate professionals, as he defines the "three" most important questions that every real estate agent must understand in order to meet the expectations of the client.  You will learn how the markets are organized, the role of the agent and how the principles of value are defined.  Bob will share a series of extraordinary "value added" case studies in which exceptional profits were created through the imagination and creativity that was forged from the client/broker relationship. Bob completes Section 1 by building a simple business plan that can be easily integrated into the daily activity of any investor.   

In Section 2, "Strategic Purchase, Management & Disposition",  Bob conducts a "no holds bared" reality check as you discover very quickly that merely understanding the technical principles will be useless if you do not know how to apply them.  How will you find the right property, in the right place at the right time.  If you do, what is the correct price.  How will you avoid costly mistakes.  What are the best market conditions for resale, and how will you recognize them. What are the unforeseen property management problems.  Should you attempt to manage the property, or hire a professional. Where will the needed financing be obtained, and at what cost.  Is this property really as good as it looks, and what have you missed.  Are you getting the right information from the agent, or property owner.   Finally, if you do make a serious mistake, how will you recover.  Whether you are buying a house for resale, an apartment building or a multiple tenant commercial building, as an investor or agent, your success will be forever measured by the extent to which you understand and embrace sound real estate investing principles. The"Forum Workshop Live", looks at the world of real estate investing in a way rarely seen by the average person.  When you are finished you will know more about real estate investing than most any real estate professional you will ever meet.

Part III

"Building The Trophy Portfolio"

  How is a good investment analysis program like an American Express card?  Answer:  A real estate investor never leaves home without it.  Join Destry Bogart creator of  Star Analyzer investment analysis program software created just for Realtors®.  A Certified Commercial Investment Member (CCIM) and a Realtor® for more than 20 years, Destry moves seamlessly through Star Analyzer's easy to use data entry tabs as he demonstrates the correct assumptions for determining cash flow and the return on investment.  Download your demonstration copy of Star Analyzer at staranalyzer.com and follow along as Destry demonstrates how to confidently build the first year APOD (Annual Property Operating Data) model as he reinforces the importance of properly interpreting the data effecting income and expenses. You will learn how present and future capital improvements effect income, and the strategy for working backwards to calculate the maximum investment for a required rate of return.  From first contact to the close of escrow your command of the correct investment analysis process will be your most valuable tool as you build confidence and success.

"Star Investment Analyzer has been amazing for my business! I specialize in Multi-Unit Investment properties and the Analyzer has been crucial in my success.  I currently have a 24 unit deal closing in November with a out of town buyer that the reports generated on Star Analyzer helped to sell him on the investment!"

Jeff Coutts
Keller Williams Executives  

“I use Star Analyzer to evaluate residential rental income property.  The report called the Annual Property Operating Data prospectus (APOD) is indispensable to me and my investor clients in determining a property's value.  As good as the software is, the folks at Star Analyzer are the real value.  They listen, they respond - they are the poster child of great customer service.”

 Tim Theis
                                      COO/Agent BSRS
                                                                  Keller Williams High Desert Realty

  Cited by the Atlanta Business Journal as "innovative and creative", the Investor Library is the exclusive copyright of the Northern California Commercial & Investment Forum. The Forum's Program Library has been developed over a period of more than ten years, and contains over 200 files and more than 400 pages of special presentations, illustrations, spread sheet tools and more than 100 low down, no down and lease/option techniques. Certain Library content is used with the "Forum Workshop Live" video workshops to create a fully integrated "lesson plan" and, unlike outdated books and audio tapes, all Programs are maintained on-line in order to insure that workshop and Library content is up to date with current real estate investment and market trends in every region of the country. You will never be behind the market because the book or audio tapes you purchased have lost their relevance.

The Forum's Investor Library is currently in use by college and university programs, and is licensed for training by financial institutions and private investment groups throughout the United States and Canada. The Forum's Program Library is available only to Members, and cannot be found anywhere on the Internet, in any library or book store.

The Investor Library

"The Real Estate Investment Guide & Field Reference Manual"

  The "Real Estate Investment Guide & Field Reference Manual" walks you step-by-step down the road of success as you build building strong purchase, management and strategic planning techniques from the single family rental to the largest apartment buildings and commercial properties.  If you are a new investor it is the quintessential guide to selecting your first investment.  For the experienced investor it is the elite resource for refining property and wealth building skills. We have provided for every need including the purchase agreement, strategic check lists for the tenant lease, the most frequently used property management forms and special tools to enhance your investment analysis skills.  

We have also included a supplemental program "Aggressive Purchase Strategies".  Find out how the professionals plan and execute aggressive purchase strategies beginning with 35 Proven Techniques For Purchasing Real Estate Without Cash. Then, learn 25 Institutional Financing Techniques,
27 Techniques For Private Financing And Acquisition completed by
22 Techniques For Acquisition With A Lease Or Purchase Option.

"Understanding The Commercial Markets"

    "Understanding the Commercial Markets" sheds all the mystery associated with working in retail, office and industrial properties.  The term "commercial real estate" often brings to mind multi-million dollar properties requiring large amounts of capital and management experience.  In reality the vast majority of commercial property consists of small office, retail and industrial buildings owned and operated by people just like you. You will learn how the transaction is organized from first offer to the close of escrow.  Along the way you will be guided by carefully prepared legal, physical and financial due diligence checklists.  Learn why the small commercial property is the crown jewel of the real estate investment business, and exactly where to find it.  

"Paper Profit & The Discounted Mortgage Market" 

  Is there an investment that yields a return of up to 50% each year in which your principal is secured, management free and that can be created with very little money?  Yes there is, but you will not find it in the usual places. Exceptional investment opportunities arise form exceptional economic conditions.  As the financial markets begin to tighten underwriting standards it will be critical for the real estate professional to understand how private financing is created, and how the markets are organized. When Albert Einstein was asked if the Theory of Relativity was his most important discovery he thoughtfully replied, "No, compounded interest.".  Ever since man began trading in the "coin of the realm" the power of compounded interest has been the driving force of all financial institutions. Your bank lends money to make money.  Shouldn't you know how to do it too.  Paper Profit & The Discounted Mortgage Market will show you how real estate professionals are creating huge profits and extraordinary income by simply understanding how to originate, buy and sell mortgage notes.  

"Investor's Guide To Foreclosure, Probate & The Wholesale Markets"  

  This Program pieces together the most misunderstood real estate market in our business today.  It is portrayed by media infomercials and Internet "Gurus" as an easy target of opportunity.  Many programs are filled with promises for a fast buck based on slick schemes for separating troubled owners from their property, and their equity. Others proclaim the opportunity to purchase properties far below fair market value due to the market hysteria created by owners trying to unload repidly depreciating real estate before it falls below their mortgage liability.  What the Guru's never tell you is that foreclosure is actually one of the most competitive markets in real estate acquisition, and results in the greatest failure rate for the inexperienced investor.  This is particularly true in declining markets where there is no realistic way of assigning a market value to the property.  

We have also included "Workout Strategies For The Foreclosure Professional" which is the foundation for all successful foreclosure practitioners. This publication has been drafted from the official guidelines established by the Federal National Mortgage Association (FNMA), and is the basis for the loan mitigation policies of virtually all home mortgage lenders throughout the United State and Canada.  Once available at considerable cost, this publication is no longer available to the general public.  These guidelines outline the rules for delinquency resolution and foreclosure workout, and are essential to understanding how the foreclosure market works, and your place as a foreclosure professional in the process.

"Big Profits In The Small Partnership Using The LLC"   

  Learn the true real meaning of using OPM, "Other People's Money" by unlocking the extraordinary wealth building process of small group formation.  "Big Profits In The Small Partnership" opening the way for equity growth and continuing income with absolutely no money out of the syndicator's pocket.  You will be guided through the LLC (Limited Liability Corporation) formation and promotion process, and you will learn how to organize the financial participation for both partner and syndicator. All you need is one and you can be set for life.

"Commercial Real Estate"
What Every Broker Should Know In A Challenging Market
Tom Stewart, Downey Brand , Attorneys LLP

  The value of a commercial or investment property is built on the strength of the lease.  The lease is the "life blood" of the business.  This one of a kind presentation carefully guides the modern real estate agent through the litigation mine field by focusing on what is really important.  Be sure your lease, or PSA ( Purchase & Sales Agreement) is drafted correctly, and avoid costly litigation.  Ambrose Bierce said it best when he defined litigation as "a machine which you go into as a pig and come out as as sausage."  Avoid messy disputes by getting your lease and purchase documents right the first time.

"The Power Of Exchange"
ASSET PRESERVATION, INC. - A Stewart Title Company subsidiary

  The primary objective of this workbook is to equip real estate agents and brokers with a basic background regarding §1031 tax deferred exchanges and to provide a proven action plan for identifying, contacting and marketing your services as a real estate professional. The ultimate objective is for you to earn more commissions, better referrals and learn new ways to market your services to investors. As a result of your efforts,real estate investors should also be dramatically improving their position in the real estate market and obtaining better return on their investments.Background.

Since 1921, savvy investors and real estate professionals have been taking advantage of a powerful tax strategy created by IRC Section 1031 – the tax deferred exchange. You and your clients can accumulate wealth and preserve real estate assets by learning how to defer capital gain taxes when disposing of virtually any property “held for investment.” Thanks to IRC Section 1031, a properly structured exchange allows an investor to sell a property, reinvest the proceeds in a new property and defer all capital gain taxes.

"Consulting & Business Development Planning" 

  Someone said, "Plan your work, and work you plan".  Having detailed plans to follow is vital in achieving just about anything worthwhile. The lack of good planning is a very common reason for failure in many endeavors.  As Napoleon Hill stated in the best selling success book of all time Think And Grow Rich, "Most ideas are still-born, and need the breath of live injected into them through definite plans of immediate acton"

To become an expert (or to fine-tune your knowledge if you already believe you are one), you must be willing to roll up your sleeves and begin digging through information.  Since not all information that you gather will be relevant to the development of your business plan, it will help you to know what you are looking for before you get started.  In order to help you with this process, we have developed an outline of the essential elements of a good business plan.

Every successful business maintains a current business plan.  Remember, too, that a business plan is a work-in-progress.  As the market changes, you must adjust your plan to accommodate the changing dynamics.  A clear definition of your business and services will be critical to your success.  If you want your customers to believe in you they must be satisfied that your business objectives are worthy of their trust.

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