Financial Strategies

Match the right type of funding with your purchase. Identify the best account and strategy for each real estate transaction.

31
Hrs
Mins
Secs
05
01
37
Segments Duration
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INSTRUCTOR

J Massey

J. began his investing career living as a squatter in a foreclosed house. Once he became educated by Renatus, his investing career took off and he is now widely known for providing the best advice and strategies to other real estate investors. He enjoys solving problems through real estate transactions, closing deals and teaching others what he’s learned through experience. He is a public speaker, entrepreneur, and author of “Cashflow Diary: 10 Steps to Creating Wealth in ANY Economy.”

Description:

Investing in real estate does take money, however, it doesn’t always have to be yours. Utilize your personal financial resources when needed, but also learn how to tap non-traditional funding sources like retirement accounts, 401ks, private money lenders, hard money lenders and your social network. Master real estate investor, J. Massey, teaches advanced real estate funding strategies that span the market. Learn which types of investments are best funded through retirement accounts, cash accounts, stock accounts, insurance accounts, and margin accounts. Learn the reasons behind making these financial decisions as an investor, and gain context for combining your resources within your network. Many transactions require multiple funding strategies on the same project to get the best deal and make your investment as lucrative as possible. Master them all right here.

  • 01

    Pre-Assessment

    This Pre-Assessment is to raise awareness of your current knowledge level and give you a glimpse of the information covered in this course.

  • 02

    Introduction and Class Expectations

    J. Massey dives into the fundamental objectives of the class. He emphasizes the components of successful transactions.

  • 03

    Sources of Capital

    It's not about resources, it's about resourcefulness. Funding can come from surprising places.

  • Show all 31 segments

    • 04

      Are You a Real Estate Investor?

      Time and Relationships are two of the many resources we have to invest. The instructor examines how we perceive the process of investing.

    • 05

      Bottle of Water Example

      This discussion considers how the credibility of a water bottle brand relates to your credibility as a real estate investor and how vital it is.

    • 06

      Weaknesses in Your Resources

      Identifying strengths and weaknesses increases your ability to leverage your resources efficiently.

    • 07

      The Profit Analysis Quadrant and Appreciation

      Appreciation is the first quadrant of the instructors Profit Analysis Quadrant model. Learn which types of appreciation you should be utilizing.

    • 08

      Appreciation Continued

      Understand why currency must keep moving to retain its worth and how inflation affects your financial decisions.

    • 09

      Depreciation and Principle

      J. shares how this tax benefit can become a resource that you can leverage or use in a real estate transaction.

    • 10

      Cash Flow and Rates

      The fourth quadrant is Cash Flow, one of the quadrants most people are already familiar with. Our instructor also dives into typical rates of return and the average person's expectations.

    • 11

      What Have we Learned so Far?

      Involving the live class members, quadrants are discussed and re-examined from their new perspectives.

    • 12

      Real Deal Example

      A class member presents a possible deal that he is currently considering and J walks the class through the details and thought processes in his decision-making process.

    • 13

      Real Deal Example Continued

      Further dissection of the example breaks down all the financial components of the deal.

    • 14

      Real Deal Recap

      Taking action and being prepared and informed are some of the steps the class member took that led to him closing a profitable deal.

    • 15

      Transaction and Depreciation Question & Answer

      When answering the questions of live audience members, the instructor explains depreciation and uses the mortgage calculator to examine transaction options.

    • 16

      How to Ask the Right Questions

      More interaction with the class begins an examination of the questions that can and should be asked, and even phrasing specifics.

    • 17

      Structuring Your Financing

      Transfer of loans from one property to another piece of collateral allows buyers to exercise this advantageous strategy.

    • 18

      Creative Acquisition and Understanding Depreciation

      Using the quadrants, real estate transactions can be manipulated in creative ways to increase profitability.

    • 19

      The Profit Analysis Quadrant Your Way

      J walks the class through the steps he takes when he runs into a challenge with the numbers, looking at expenses and R.O.I.

    • 20

      Fifty-Fifty Doesn't Always Mean Equal

      The instructor discusses how to structure a deal to fit the exact needs of the buyer and seller, creating a win-win situation by adjusting the amounts in each quadrant.

    • 21

      Changing the Way You Negotiate

      The live class members share points that have been intriguing to them so far, and ask questions about using the quadrants to make decisions.

    • 22

      Do What You Do Best

      Know what your strengths are and when it is worthwhile for you to delegate or pay someone else to complete certain tasks. J shares an example of when he needs to employ others.

    • 23

      Real Deal 2 Description and Analysis

      Another class member presents a possible deal that she is currently considering and J walks the class through the details and thought processes in his decision-making process.

    • 24

      Real Deal 2 Numbers

      Examination of this deal continues with more numbers and possibilities considered.

    • 25

      Real Deal 2 Depreciation Schedule

      Materials involved in building on a land purchase would affect depreciation. Learn what you need to know to make an informed decision.

    • 26

      Triple Net Lease and Debt Service

      Looking to the future of the investment property, the instructor lays out the options available and the emphasizes the importance of knowing your end game.

    • 27

      Bringing it All Together

      J shares what it is that excites him about real estate investment deals and answers class questions.

    • 28

      When Things Don't Go According to Plan

      Maintaining relationships can be key to solving challenges and leaving extra room in a project budget.

    • 29

      Communicating Your Vision

      How to help others understand the quadrants and what effects each variable can have on the transaction.

    • 30

      Real Deal 3 and Final Thoughts

      One more class member shares a real estate transaction that has given him immediate profit and taken no cash from his pocket. J finishes up  by challenging the class to really implement the information covered.

  • 31

    Post-Assessment

    This Post-Assessment is to measure your increased knowledge and see how much information you have retained from the course.