How To Create A Successful Financing Credibility Book

A course for real estate investors on how to create an effective business plan that gets the results they want.
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  • Lectures 10
  • Length 2 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 11/2015 English

Course Description

This course will teach investors how to create an effective business plan for their real estate business. We call it our Credibility Book, a business plan that details an investor’s strategy, any current holdings, a plan to purchase undervalued assets, case studies and their personal plan on how to purchase future properties and the strategy they utilize to create value for themselves and their investors.

This course is for any investor who wants to,

  • Crystallize their business plan
  • Focus on a specific niche
  • Be able to communicate their plan clearly to potential investors and bankers
  • Be prepared for their next deal

You will learn from a banker on how he was impressed by our credibility book by the attention to detail and professionalism we exhibited, (the exact model we will be teaching you). It was all there structured for him and easy to consume and understand. This book separated us from the novice beginner and helped us to establish those crucial relationships in real estate with our bankers and investors.

This course is not only for investors, but can also be employed by

  • Other real estate professionals who want to convey their message to their clients.
  • Real estate brokers who wants to highlight out their strategy to sell homes.
  • Fix and flippers who wants to raise private money

Each will all find our credibility book indispensable to delivering the message.

As a student, you can expect to,

  • Be able to design your own personal credibility book
  • Learn how to build case studies
  • Begin to focus on a niche in real estate (if you don’t have one already)
  • Emerge as a professional with “credibility

To help you build your book, in this course you will be receiving,

  1. Our Credibility Book to model as you build your own
  2. A guide to designing your Credibility Book
  3. A template used for you to easily design your own Credibility Book
  4. Video lessons that show you how to build case studies. We have also included video lessons that highlight the success of our case studies and how we structured them.

This course created by Jake Stenziano and Gino Barbaro, #1 Amazon Best-Selling Authors of “WheelBarrow Profits: How To Create Passive Income, Build Wealth, And Take Control Of Your Destiny Through Multifamily Real Estate Investing.” and founders of Jake & Gino, LLC.

What are the requirements?

  • Should have a basic understanding of how the real estate market and investing works.

What am I going to get from this course?

  • Allow real estate investors of any level to crystallize their business plan by creating a financial Credibility Book.
  • Learn how to build your own powerful case studies that get noticed.
  • Begin to focus on a niche in real estate (if you don’t have one already)
  • Learn how to separate yourself from the novice beginner and establish those crucial relationships in real estate with your bankers and investors.
  • Learn to properly detail your strategy, current holdings, a plan to purchase undervalued assets, case studies and yourpersonal plan on how to purchase future properties and the strategy you will utilize to create value for yourselves and investing partners.

What is the target audience?

  • Multifamily Investors and Apartment Owners
  • Other real estate professionals who want to convey their message to their clients.
  • Real estate brokers who wants to highlight out their strategy to sell homes.
  • Fix and flippers who wants to raise private money.
  • Future investors looking to step into real estate investing in order to gain wealth.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Resources and Downloads for building your Successful Financing Credibility Book
Thank you for enrolling, here's where to begin
Preview
00:41
How To Create A Successful Financing Credibility Book, Ebook
7 pages
Investing In Mom & Pop Apartments, a model for you to follow.
Preview
16 pages
Credibility Kit Template, just enter your details and follow our map.
9 pages
Section 2: Training and Case Studies to follow for building your Financing Credibility Kit.
20:00
This lesson will walk you through the blank credibility template and offer suggestions on how to create your own credibility book. Each student's individual experiences and background must be taken into consideration during the creation phase. The intention is for the book to grow as your real estate career progresses. Each new property should be added to the book along with new professional accomplishments. We view this as "living document." The more robust and detailed the book becomes the more professional the student will appear when presenting the book to real estate professionals.
08:53
In our first case study, we dive into the first property we purchased, a 25 unit weekly rental that really fit our niche, mom and pop apartments. For those of you who do not know what a mom and pop apartment is, we coined the term to refer to any property that is being run by burned out landlords who have no systems in place to operate the property. The property contains deferred maintenance, lower than average rental rates, and owners who are motivated to sell. You get the idea of a mom and pop, and Courtyard fit this description to a T. It was love at first sight, and we learned many valuable lessons running this property that we will share with you in this lesson.
14:07

In our first case study, we dive into the first property we purchased, a 25 unit weekly rental that really fit our niche, mom and pop apartments. For those of you who do not know what a mom and pop apartment is, we coined the term to refer to any property that is being run by burned out landlords who have no systems in place to operate the property. The property contains deferred maintenance, lower than average rental rates, and owners who are motivated to sell. You get the idea of a mom and pop, and Courtyard fit this description to a T. It was love at first sight, and we learned many valuable lessons running this property that we will share with you in this video.

09:34
Listen to the pros and cons about our second case study, a 36 unit 1 bedroom apartment complex. This is another classic “mom and pop” apartment property being run by a disgruntled owner. As you can see, we are attracted by these properties and it is at this point we begin to use the name “mom and pop.” In this case study, we highlight the deficiencies with Hickory and dive into our repositioning strategy to guide it back to its former glory. We also share with you how we added tremendous value and were able to refinance this property.
17:10

In this life changing deal, we break down the purchase and repositioning of our largest acquisition, a 136 unit multifamily property. Several traits made this property desirable; high vacancy in a low vacancy market, below market rents, poor management and the ability to increase revenues dramatically. When we purchased Park Place, the revenue was $53,000 per month. One year later, the revenue catapulted to $83,000 per month. We outline the process we used to achieve these tremendous gains, as well as the refinancing strategy that led to a $1.6 million payout!

10:43
This is a unique case study due to the size of the deal, $11,000,000 and the fact that it was owner financed. We put no money down on this deal. For all the skeptics out there that say you can’t do that, watch and see how it was accomplished. The credibility book was a huge reason why the banks were willing to lend on this deal and partner with us. They saw our business plan and strategy and how this property fit perfectly into our plan. Your credibility book will do the same for you. We will discuss current as well as future value plays associated with our Jefferson City portfolio.

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Instructor Biography

Jake Stenziano & Gino Barbaro, Multifamily Real Estate Investing

What started out as a conversation between friends has exploded into a thriving real estate investment and consulting business that continues to grow in size and profitability. Jake Stenziano and Gino Barbaro are now considered two of the most sought after experts in real estate investment and have achieved, in just a few years, the sort of financial freedom they always wanted but weren’t sure was possible. And while a certain amount of timing, coincidence, and luck brought them together, through their courses they will be your partner, bringing that same luck, and years of experience, right to you every step of the way.

Financial freedom isn’t just a dream, it’s something everyone can find for themselves. While you’ll be responsible for finding the properties, within these lessons you’ll discover not only tips and best practices for uncovering that first opportunity, but a framework that will allow you to grow your portfolio from a single property to multiple revenue generating investments.

"I'm not going to kid you, it takes work. But having the right partnerships and people with the experience to guide you through those challenges you will face ... that's what gets the results you never dreamed possible. You can do it - and we'll be here for you every step of the way" - Gino

Gino Barbaro graduated from Fairfield University in 1992 with a degree in finance, and subsequently struggled to locate a job in the terrible economy. He was fortunate to locate employment with AIG, though it was only through a bit of lucky networking that he was able to do so. He worked in the reinsurance accounting department, and quickly realized that watching paint dry was more pleasurable than working in insurance. Gino’s father owned a restaurant where Gino had worked since he was eight years old and he returned there, rather than languish in a cubicle.

Gino still runs the restaurant to this day, but he realized years ago that, while running the restaurant was a great job, it would not allow him to accumulate wealth. That dream of financial freedom was ever present, but it seemed like it would always be just out of reach.

In addition to the restaurant, Gino’s parents had also owned a number of investment properties, something which intrigued him. Following their example, he purchased his first multi-family property in 2002. The property consisted of a three-family home with a detached garage and office. The home was next to the restaurant and he could use one of the garages to store supplies and merchandise for the restaurant. The problem was, he wasn’t quite sure what to do next. He began studying, learning more about the real estate industry and waiting for the right opportunity to come around.


Jake Stenziano was working in sales for a top three pharmaceutical and vaccine manufacturer. The job paid well enough, and helped he and his wife get by, but as with most jobs in that field it would never be enough for them to truly be comfortable. In trying to get ahead and make those dreams of financial freedom slightly more attainable, Jake pushed for a transfer from Westchester, New York to Tennessee, where the cost of living was lower.

At the same time, he knew that his career was far from secure no matter where he went. The pharmaceutical company he was working for had six layoffs in eight years, resulting in thousands of lost jobs. Feeling like it was only a matter of time before his number was called, Jake began thinking about how he might secure a future for himself where he wasn’t at the mercy of a corporate axe.

The one solution that stuck out to him came from one of his clients, a doctor he met with frequently through work. The doctor told Jake that the secret to attaining wealth had nothing to do with finding a great job or getting lucky. The secret was in real estate. It was an attractive idea, but Jake knew nothing about the market. He began doing some research, and resolved to see if he could find property in Tennessee to begin his investment portfolio.

What he found was that, much as the cost of living was lower there, so too was the cost of investing in properties. What’s more, he identified a potentially lucrative market that seemed virtually unnoticed by the investors in the area: multifamily properties. Jake realized that these were self-sustaining, in that they could literally pay for themselves, and that there would always be a need for these apartment and condo complexes. It seemed too good to be true. He was moving someplace where he could live more comfortably and, potentially, start experimenting in real estate. Still, he wasn’t totally comfortable with the idea of risking so much, and he too found himself debating what to do next.

Jake happened to frequent Gino’s restaurant, as he was friends with Gino’s brother Marco. On one of his last trips in before moving, he found himself at a table talking to Marco about his plans. It turned out that Marco had begun investing in real estate with Gino.

Yeah, you should talk to my brother about that,” Marco said. “He knows all about it.

Marco wasn’t kidding. Gino had come a long way from a guy who didn’t know what to do with his first multifamily property. When Gino and Jake sat down, they instantly found that they had the same goals. What’s more, Jake had the perfect opportunity for them in multifamily real estate, and Gino knew the ins and outs of the business already. With Jake on location in Tennessee and Gino ready to share everything he knew about investing in real estate, they founded their partnership right there and never looked back.

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