Year's Worth of Real Estate Investor Classes
An Update
I have a retreat this weekend that I am preparing for, but I wanted to give you an update on what I’ve been working on and what the next couple of months and then the next year will be looking like for this substack.
First, what I’ve been working on.
Investor’s Agent One-Page Business Plan™
Earlier this year, I released The Investor’s Agent One-Page Business Plan™ spreadsheet along with explanations on how to use it. At some point I will record an additional video on it, but for now you can read about how to use it to model your entire business of working with real estate investors from time and money invested to profit generated (after all expenses).
1% Better Perspective
I’ve also laid out the just 1% better perspective that we will be following as a central theme when working with investors… helping them get 1% better in various aspects of their business, but also getting 1% better in each aspect of our own businesses serving real estate investors.
Foundational Assets
I also explained the foundational assets you’ll likely want to create to grow your business serving real estate investors on.
Over time, I’ll loop back to providing additional documentation on how to build and improve (just 1% better) each of these.
In the meantime, I have already recorded 53 separate modules on how to setup and serve real estate investor clients. Check those 53 recorded modules out.
Infinite Growth & Profit Loop
Once you have setup your foundational assets, then it is all about growing and profiting and growing and profiting… a infinite, never-ending loop of growth and profit that I’ve called… The Infinite Growth & Profit Loop.
And since the entire Infinite Growth & Profit Loop is built around teaching real estate investing classes to real estate investors as:
Client Attraction Magnet
Client Retention
Client Loyalty Builder
Client Referral Engine
Client Improvement Center (Just 1% Better in their businesses)
Client Value Amplifier
Brand Differentiator
Client Community Cultivator
Client Success Incubator
Trust Builder, and
Engagement Hub
These classes are really the lifespring that we build everything from.
A Full Year’s Class Schedule
Since they’re so important, I put out a full year’s real estate investor class schedule (which I just updated a little from the image below so the image is not the most up-to-date version).
Class Presentations and Marketing Materials
So, what’s next?
Well, I spent the last two (partial) days working on creating a 46 module series of classes based on the schedule above with the theme of “Real Estate Investor Secrets”.
Secrets of the 7 Ways to Invest in Real Estate
Secret Market Stats
Secrets to Marketing to Find Tenants
Secrets of Tenant Screening
Secrets of Property Management
Secrets of Buy and Hold Real Estate Investing
Secrets of Overcoming Tenant Challenges
Secrets of Hiring and Managing a Property Manager
Secrets of Asset Protection
Secrets of Nomad™ Real Estate Investing
Secrets of Retirement Catch-Up
Secrets to Selecting an Investor-Friendly Real Estate Agent
Secrets to Down Payments
Secrets to Financing
Secrets to House Hacking
Secrets of Return on Investment
Secrets to Getting Your First Deal Done
Secrets of Bookkeeping
Secrets of Flipping Properties
Secrets of Analyzing Deals
Secrets of Comparing Mortgages and Lenders
Secrets to Paperwork to Buy and Sell
Secrets to BRRRR
Secrets to Risk Mitigation and Elimination
Secrets to Low and Nothing Down Strategies
Secrets to Improving Cash Flow
Secrets of Contract to Close
Secrets of Insurance
Secrets of Rent Comps
Secrets of Wholesaling
Secrets of Inspections
Secrets of Capital Expenses
Secrets of Comparable Sales
Secrets of Buying Down Mortgage Interest Rates
Secrets of Short-Term Rentals
Secrets of New Construction
Secrets of 1031 Exchanges
Secrets of Creative Financing
Secrets of Analyzing Multi-Family Properties
Secrets of Partnerships
Secrets of Being Preferred Client
Secret Horror Stories
Secrets of ROI versus Return on Equity
Secrets of Cash on Cash ROI and Cap Rates
Secrets of Tax Optimization and Minimization
Secrets of Financial Independence
All of these classes are based on classes I’ve taught before so I won’t have to start from scratch… just make them 1% better by updating and improving them.
My thoughts right now is that I will be taking some time over the next week preparing for and recovering from my retreat this weekend. I will do a little work on this project, but honestly, don’t expect much.
But, when I get back from the retreat, I will start creating and teaching these classes… probably at the pace of 1 every day or two. My target is to have each class be about an hour long (some a little shorter and some maybe a little longer).
My plan/hope to have all of them recorded by July 1, 2024 because I have some trips scheduled in April and May.
My plans (as of right now, subject to change):
I will be publishing these as a stand-alone course called, “Real Estate Investing Secrets” that will be available for purchase separately. I am thinking $997 for lifetime access to the videos.
I will also be publishing them to the REFP substack as well for paying subscribers there ($97/month).
And, starting in September, 2024 of this year, they will be trickled out—one per week—as audio only to the podcast for free. So, the entire course should be delivered by the end of July, 2025 on the podcast for free.
Class Content and Marketing Materials
How does this impact the ServingRealEstateInvestors.com substack?
I plan to release one module per week to you on this substack to assist you and make it easier for you to teach classes and work with real estate investors.
Each week, you will get:
A list of the topics to include in your PowerPoint or Keynote presentation based on what I’m actually teaching
Marketing materials/sales copy:
Your class description on Meetup
Email invites to get people to attend the class
Podcast description and email announcing it is available on the podcasts
Description for your YouTube videos
Plus ideas for Lead Magnets based on the class content
So, with about 46 modules, it will take a little less than a year—providing one per week excluding holidays per the schedule shown above—to provide you with this content on this substack.
The idea is that with a subscription to the ServingRealEstateInvestors.com substack, it should really help you understand what to teach each week to your real estate investor clients and how to market it to fuel your Infinite Growth & Profit Loop.
Ultimate Investor’s Agent
For those that opt to become The Ultimate Investor’s Agent™ for your market, you will get some bonuses because you will also have purchased a license to use my spreadsheets and other intellectual property in your business serving real estate investors.
So, I can provide The Ultimate Investor’s Agent™ the actual PowerPoint slide decks I used—with all my spreadsheets and unique tools per the Software, Tools and Licenses Included section—and the recording of me teaching all the classes for the year as I record them.
This should allow you to listen to (via a special podcast) all the class recordings to prepare you and practice how you might teach them yourself and your local market and watch the videos of them.
And, make it super easy to just use my actual presentation with my actual spreadsheets and tools… just customize to your local market and your name, contact info and brand.
The idea for The Ultimate Investor’s Agent™ is a more expensive but more of it done-for-you type of service.
There is only one spot for each market for The Ultimate Investor’s Agent™. I have yet to update the sales page for this to reflect these changes, but that’s the direction I am heading with it.
Feedback?
So, that’s the plan as of right now… subject to change.
Feel free to reply with any feedback.
Love,
James Orr
The Real Estate Financial Planner™