Real Estate Coaching

“As a Fire Captain for Long Beach Fire Department I know how important it is to have a good crew. In Real Estate Investing, Brian is someone I can definitely count on to help guide me to make educated decisions. He has taught me a ton. My favorite is the strategy on how to save a ton on taxes through Real Estate Investing. As a Fire Captain in California, I was looking to lower my taxes and Brian has saved me 10X what the program cost. Worth every penny!!!”

Matt Bolen – Captain – Long Beach Fire Department / Real Estate Investor

Step 1: Goals

We will take a deep dive into your goals and reasons for wanting to invest in real estate.

This is something that is personal and tailored to each individual.  We can discuss your goals and the tactics to accomplish those during a call prior to signing up.

We will more importantly discuss what the many benefits are to real estate for creating generational wealth for your family.

• 1-hour free onboarding call before signing up

• What’s your “Why” for investing

• Tailored goals for you and you alone

• Accountability Partner

Step 2: Financing

I will help you learn where to get the down payment for your first property. I will open up my contact book to our vetted and preferred lenders that are the best at handling out of state rentals.

• How to qualify for an investment loan

• Direct access to our preferred lenders

• List of what paperwork you will need to prequalify

• Pros and Cons of different loan products

• Expert advice on why high rates are not as important as you may think

• Importance of having back up reserves

• How much to keep in reserves

Step 3: Finding Properties

We will help you find properties out of state and introduce you to our preferred “Turn-Key” providers.  We have personally used and vetted multiple companies to help you find the right property, at the right price, in the right area!

• Access to our Property Providers

• Checklist on what to ask Turnkey Providers

• Best markets to buy and why

• Access to Off Market Deals

• How many properties should you buy and why

Step 4: Property Management

Finding the right property management is one of the most important and essential parts of your real estate journey out of state.  Let us introduce you to the best in the industry, so you can relax knowing your investment and tenants are safe and taken care of from a distance.

• Importance of a good property manager

• Why you definitely want to have one

• Questions to ask a property manager

• Introduction to our preferred property managers

• What to expect as far as fees

• What is a “Make Ready”

• How you get paid

• Online portal access for ease of management

Step 5: Property Analysis

We will help you take the guesswork out of buying a property.  We teach you how to analyze a property to see the math behind doing your first deal with our property analysis spreadsheet.

• Access to our Property “Analyzer Software”
• Deep dive into multiple markets where we invest
• Due diligence on inspections and red flags of a property
• Let “Math” take the emotion out of buying a property
• See the long term gains of owning property out of state

Step 6: Closing

Our goal is to have you gain the confidence and knowledge to be able to buy a rental out of state.  This is the fun part as you will start your journey into an incredible financial future for you and your family, for generations to come.

• Negotiate contract terms

• Intro to our Rental Insurance Providers

• Understanding Title Company procedures

• How to close on your first property

Step 7: Asset Protection / Tax Strategy

“It’s not how much you make, but how much you keep.”  This is one of my favorite topics. We will help you understand how to protect yourself from liability and benefit from the tax advantages of owning rental properties.

• Save in taxes

• Set up your Real Estate Business Structure

• Protect yourself from liability

Step 8: Create A Repeatable Process

Congratulations, with your first property under your belt you will have the financial education to be able to scale your portfolio beyond your wildest dreams.