The All-In-One Investor Blueprint

[Pages:7]The All-In-One Investor Blueprint

1) STRATEGY & EDUCATION

- Study & Education o Market Analysis o Books o Webinars o Real Estate Investment Clubs (REIA's) o Seminars

- Coaching/Mentoring o Group Coaching o Mastermind Coaching o One-On-One Coaching o Transactional o Transformational

- Training o Commercial o Equity Partnering o Traditional Listings (& Listing Referrals) o House Swapping/Combo Plans o Option Auctions o Lease Options o Seller Financing ? Mortgage Assignment o Seller Financing ? Wraps o Seller Financing ? Equity Holding Trusts o Short Sales o Auctions ? Tax Foreclosures o Auctions ? Mortgage Foreclosures o Buy & Hold o Rehabbing ? Fix & Flip o Wholesaling o Other Strategies ? Buying Notes o Other Strategies ? Tax Sale Arbitrage o Other Strategies ? Mortgage Sale Arbitrage

2) MARKETING

- Branding o Creating the Message Seller Brand Buyer Brand Investor Brand o Branding for the New Investor

 Company Name Your Role Etiquette Dress for Success Voicemail & Ringtone Business Cards Websites Online Presence Creating Your USP Elevator Speech I Borrowed Credibility Aura of Authenticity o Branding for the Intermediate Investor

Position Yourself as The Expert Elevator Speech II ? Leverage Credentials Leverage Larger Brand Affiliations Host Beneficial Relationships (3rd Party Endorsements) Orientation Kit (Bio, Testimonials, etc.) Social Media Networking Internet Marketing o Branding for the Experienced Investor

Create Your Own Training Events Host Your Own Events Loss Leaders (REI Club, Meet up Groups, Radio Show, etc.) Reputation Management Advanced Internet Marketing Alliances with Gurus - Offline

o Bandit Signs

o Magnetic Signs

o Driving for Dollars

o Direct Mail Letters & Postcards

o Door Hangers & Door Stickies/Flyers

o Letters of Intent

o Business Cards

o For Sale By Owner (FSBO)

o Mass Media ? Billboards & Radio Ads

o Newspaper Ads

o Past Customer Referrals

o Professional Referrals

o Networking

o MLS Marketing

o REO & HUD Foreclosure Marketing

o Door Knocking

o Wholesalers & Bird Dogs o Build Buyer's List o Personal Network ? Circle of Influence - Online o Search Engine Optimization (SEO) o Pay-Per-Click (PPC) o Social Media o Blogs & Curation Sites o Online Local Advertising o Paid Subscription Lead Service o Affiliate Marketing o Website o Craigslist o Syndication o

3) SALES & NEGOTIATING

- Develop an Interview Script o Motivation o Home Information o Loan(s) Information o Repair Information o Seller Finance Buyer Script o Cash Buyer Script o Wholesale Buyer Script

- Lead Processing System o Phone o Internet o Email o Call Center

- Develop Negotiation Strategies o Right Brain: Bottom Line Close: 3 Questions o Left Brain: The Numbers/Profit vs. Price Close o Least Worst Case ? The Mortgage Assignment Close o Atom Bomb Close o Dream Tenant Close o Definition of Insanity Close: Stab Your Realtor o Need Another House Close o Keep the Deed Close o Combo Close o Magic Close o Overcoming Objections

- Practice Selling and Closing o Take Action: Call 25 FSBO Leads

o Take Action: Call 25 Expired Listings o Take Action: Call 25 Sellers with 120 + DOM o Take Action: Call 25 NOD Owners o Take Action: Call 25 Craigslist Sellers - Customer Relation Management (CRM) Processes o Auto-Responders o Telephone Follow-Up o Email Follow-Up

4) ANALYSIS & DUE DILIGENCE

- Market Cycle - Maximum Allowable Offer (MAO) - After Repair Value (ARV)

o Competitive Market Analysis (CMA) o Appraisal o Broker Price Opinion (BPO) o Tax Record Value o Other Sources - Holding Time o Months of Inventory o Days on Market o Time to Renovate - Repair Calculation o Quick Bid Sheet o Inspection Worksheet o Contractor Bids - Strategy vs. Equity Mapping o Cash o Subject-To o Bank Financing o Seller Financing o Hard Money o Private Money - Prospectus o Risk Manager o Best Case Analysis o Worst Case Analysis o Most-Likely Case Analysis - Title Report & Lien(s)

5) FINANCE

- New Investors o Etiquette o Other People's Money (OPM)

o Partnering Models Private Money Partnering & Wholesaling

o Stick Campaign o Creative Financing

Seller Finance Subject-To-Financing Wraps o Credit Lines & Personal Cash o Hard Money - Intermediate Investors o Partnerships o Self-Directed IRA o High Net Worth Networking o Advanced Prospectus - Advanced Investors o Pooling Money o Private Equity Fund & Hedge Fund o Infiltrating Circles of Influence

6) OPERATIONS

- Accounting o Dealer vs. Non-Dealer Entities o Bookkeeping Chart of Accounts QuickBooks Tax Prep Payroll o Estate Planning o Self-Directed IRA o Income vs. Capital Gains Planning o Homestead Investing o Long-Term Buy & Hold for Wealth 1031 Exchanges & Self-Directed IRA's Non-Dealer Status Expense vs. Capitalization Depreciation Tracking Income & Expenses Tracking Property Management

- Power Team o Attorney o Certified Public Accountant (CPA) o Title Co./Closing Resource o Realtor(s)

o Wholesalers & Bird Dogs

o Private Money

o Hard Money

o Marketing Resources

o Insurance Agents

o Contractor(s)

o Mortgage Broker(s)

o Banker(s)

o Investor Network

o Mentor/Coach

o Property Manager

o Specialists Short Sale Processor Seller Financing Loan Modification Credit Repair Other

- Corp. Structure

o LLC

o S-Corp

o C-Corp

o LP

o General Partnership

- Build a Business Plan

o Marketing Plan Budget: Time vs. Money Insource vs. Outsource

o Action Plan

o Income Forecast

o Wealth Building: Buy & Hold

o Homestead Investing

- Advanced Business Management

o Value Disciplines Customer Intimacy Performance Operation Excellence

o Intentional Congruence

o Strategy of Preeminence

o Scaling Business Systems Virtual Assistants (VA's) & Outsourcing Staffing & Hiring

- Transaction Processing

o Contracts

o Closings

HUD-1 Deeds o Project Management

Contractor Management Short Sale Processing Property Management

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