Invest Success Mentor Classes 1 through 6 with Bonus Out-of-State Investing Class

CLASS 1

Invest Success Mentor Class – The Numbers

This class teaches real estate investors how to confidently analyze, acquire, and profit from investment properties by mastering the numbers behind each deal. Students learn to:

• Establish Their Business

Understand the importance of consulting investor-friendly attorneys and CPAs for proper setup.

• Identify Profitable Opportunities

Learn where and how to find properties, analyze acquisition strategies, and decide between holding, flipping, or other disposition options.

• Evaluate Deals with Confidence

Apply formulas to estimate rehab costs, After Repair Value (ARV), and Maximum Allowable Offer (MAO) for quick buy/no-buy decisions.

• Build an Investor Network

Connect with realtors, lenders, contractors, wholesalers, and other key professionals who understand investor needs.

• Master Exit Strategies

“Begin with the end in mind” by determining your exit plan before purchase—whether fix-and-flip, buy-and-hold, lease option, or wholesale—based on market conditions and goals.

• Follow Proven Investing Principles

Adopt Fisher’s 10 Commandments of Real Estate Investing, emphasizing preparation, discipline, multiple exit plans, and giving back.

Key Takeaways:

• You make your money when you buy—know the numbers upfront.

• Use data, not emotion, to make decisions.

• Always have at least two exit strategies.

• Successful investing is about systems, discipline, and action.

CLASS 2

Invest Success Mentor Class – Funding/Finance

This class dives into the wide range of funding options and financial strategies real estate investors can use to acquire and control investment properties. It emphasizes practical tools, creative financing, and leveraging connections to secure funding—even without personal capital.

What You’ll Learn:

• Total Cost Breakdown

Understand all the costs involved in a deal: purchase price, rehab, holding costs, closing costs, and contingencies.

• Who’s Getting Paid?

Identify all parties involved—realtors, wholesalers, contractors, lenders, insurance agents, title companies, and even yourself.

• 12 Colors of Money

Learn both traditional and creative (non-traditional) financing methods:

• Traditional: Banks, mortgage brokers, conventional and soft money

• Non-Traditional:

• Hard Money

• Private Lenders

• Self-Directed IRA Funds

• HELOCs & BLOCs

• Credit Cards

• Partners (OPM)

• Subject-To Financing

• DSCR loans, life insurance, and more

• Buy & Hold Strategy in Action

Case studies show how to combine hard money, rehab, and refinance with traditional lending to create monthly cash flow.

• Fix & Flip Comparison

Compare Hard Money Loans with HELOC financing to evaluate which option maximizes profits.

• Financing Homework

Connect with multiple lenders and brokers to evaluate rates, terms, and lender requirements.

• The Private Lender Challenge

Build your funding network by identifying 50 people you know, categorizing their likelihood to fund deals, and starting conversations about their IRA, stock, or CD performance.

• Entity Structures

Learn the basics of LLCs, Corporations, and Trusts for holding real estate, including setup costs, state registration, and tax benefits.

Includes compliance with the Corporate Transparency Act and BOIR (Beneficial Ownership Information Reporting).

Key Takeaways:

• You don’t need your own money to invest—just knowledge of funding strategies.

• Using the right financing structure is key to risk mitigation and maximizing returns.

• Mentorship bridges the gap between knowing what to do and actually doing it.

CLASS 3

Invest Success Mentor Class – Finding Deals

This class is all about sourcing investment opportunities. It equips students with proven strategies to locate off-market properties, evaluate wholesaler offers, leverage the MLS, and use creative marketing to generate a consistent deal pipeline.

What You’ll Learn:

• How to Find a Deal

Explore multiple sources of properties:

• Wholesalers & Birddogs

• MLS, HUD, VA listings

• Public Trustee Sales & Auctions

• Direct Marketing (mail, signs, social media)

• Driving for Dollars

• Online platforms like Craigslist, Zillow, Facebook Marketplace

• Working with Wholesalers

Understand how wholesaling works and how to:

• Verify ARV and repair estimates

• Evaluate deals from wholesaler lists

• Avoid common myths like “every wholesale deal is a good deal”

• Building a Deal Funnel

Use tools and tactics to keep your lead pipeline full:

• FSBOs, pre-foreclosure lists, estate and divorce leads

• Bandit signs, door knocking, vehicle magnets

• Investor meetups like John Fisher’s Breakfast Club and ICOR

• Marketing & Social Media

Build your presence and credibility through:

• Facebook project updates and lives

• Instagram, TikTok, and other social platforms

• Engaging consistently with both personal and investor networks

• Driving for Dollars

Systematically scout neighborhoods for distressed or abandoned homes. Use apps to log and track leads, and talk to neighbors to uncover more opportunities.

• Writing Offers

Learn the importance of writing multiple offers consistently using investor-friendly realtors and tools like MLS, HUD, and VA listings.

• Exit Strategy Awareness

As with all good investing, you’ll match each deal with the proper exit strategy—whether it’s flipping, renting, wholesaling, or creative finance.

Key Takeaways:

• Deals are out there—you just need systems and consistency to find them.

• Build relationships with wholesalers, realtors, and your local investor network.

• Marketing matters: let everyone know what you do.

• Leverage free and low-cost tools (MLS, Craigslist, Driving for Dollars) to feed your funnel.

CLASS 4

Invest Success Mentor Class – Pre-Fix

This class focuses on the crucial preparation phase before beginning a rehab project. Students learn how to define the scope of work, manage contractors, prioritize repairs, and prepare for closing—all while aligning with their exit strategy. The class emphasizes planning, budgeting, and protecting your investment before any demo begins.

What You’ll Learn:

• The Three Biggest Rehab Limitations:

• Time: Do you have the bandwidth to manage a project?

• Imagination: Can you creatively solve problems and add value?

• Pocketbook: Do your finances match your rehab ambitions?

• Defining Your Rehab Approach

• DIY vs. Turnkey vs. Hybrid

• Flip vs. Rental vs. Rent-to-Own

• Entry-level to high-end finish levels

• Structural vs. cosmetic improvements

• DIY vs. Contractor

• Understand the trade-offs between managing the rehab yourself or hiring a general contractor.

• Learn how labor can account for 50–75% of rehab costs.

• Creating a Scope of Work (SOW)

• Room-by-room outline with before/after photos

• Line-item budgets and written descriptions

• Clarity on what you supply vs. what the contractor supplies

• When necessary, include drawings or sketches

• Pre-Close Essentials

• Finalize your SOW and secure contractor bids before closing

• Get sewer scoped and roof inspected

• Secure builder’s risk or vacant property insurance

• Plan for escrow, earnest money, seller move-out, and post-occupancy issues

• Closing Process

• Understand your HUD/Closing Disclosure

• Coordinate utilities, insurance, and funding before the title appointment

• Review your checklist to ensure a smooth handoff

Key Takeaways:

• Successful rehabs start long before the first hammer swings.

• Know your rehab limits and plan accordingly—don’t let your imagination outpace your pocketbook.

• Finalize your SOW, bids, and financing before closing.

• A clear plan reduces delays, prevents surprises, and positions you to maximize ROI.

CLASS 5

Invest Success Mentor Class – Fix

This class covers the execution phase of your rehab project—from contractor selection and contracts to managing the renovation process and tracking progress. Students will learn how to turn a detailed Scope of Work (SOW) into a successful, on-time, and on-budget rehab that’s ready to sell or rent.

What You’ll Learn:

• The Process So Far:

• You acquired the property

• You funded the purchase

• You prepared with your Pre-Fix strategy

➜ Now it’s time to FIX it!

• Creating and Finalizing the Scope of Work (SOW):

• Develop a detailed SOW before closing

• Break down into categories: Exterior, Interior, Mechanical

• Define finishes, brands, owner-supplied items, and room dimensions

• Use photos and sketches to support your vision

• Working with Contractors:

• Pros & cons of hiring a GC vs managing subs yourself

• Conduct interviews and walkthroughs before selecting a contractor

• Do not sign contracts or pay before closing

• Require licenses, insurance, and a clear payment structure

• Set expectations for communication, progress tracking, and timelines

• Include penalty clauses for delays ($100/day is common)

• Discuss permits and inspection procedures clearly

• The Contractor Contract:

• Must be in writing and signed by both parties

• Include W-9s, liability proof, draw schedules, change order process, and lien waivers

• Your SOW becomes a contract addendum

• Rehab Management:

• Visit the site 2+ times weekly

• Use a Project Tracker to monitor progress and determine draw releases

• Communicate early about any issues or deviations from SOW

• Address Change Orders in writing and update timeline and costs accordingly

• Maintain a Productive Job Site:

• Foster respect and cooperation with contractors and subs

• Recognize hard work (e.g., “Pizza Friday” tradition to reward crews)

• Project Wrap-Up:

• Conduct a final walkthrough with a punch list (blue tape method)

• Schedule professional cleaning

• Hold back final payment until work is fully completed and lien waivers are received

• Use a Financial Tracker to organize all costs and assess profit

• Provide final documentation to your accountant

Key Takeaways:

• A successful rehab depends on clarity, communication, and systems.

• Use contracts and trackers to stay organized and in control.

• Respect and reward your crew—it pays off in quality work.

• Keep your eye on the exit: every decision should support your overall investment goals.

CLASS 6

Invest Success Mentor Class – Exit Strategies

This class teaches students how to plan and execute the most profitable and practical ways to exit a real estate investment. Whether selling, renting, or using creative strategies like rent-to-own or owner financing, you’ll learn to align your exit with your goals, the property type, and current market conditions.

What You’ll Learn:

• Exit Strategy Options:

• Fix & Flip – Renovate and sell retail

• Buy & Hold – Keep and rent for monthly cash flow

• Rent to Own (Lease Option) – Collect upfront and monthly payments with a future sale

• Owner Carry – Become the lender and finance the buyer yourself

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FLIP: Selling the Property

• FSBO (For Sale By Owner): Simple but limited exposure

• MLS with a Broker/Realtor: Greater visibility and professional support; typical commission 5–6%

• Pricing Strategy: Price to sell, not to recoup mistakes; rely on current comps and market trends

• Staging & Curb Appeal:

• Use furniture, décor, and feature cards to influence buyers and appraisers

• Focus on cleanliness, lighting, and emotional appeal

• Light staging tips provided to increase perceived value

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FILL: Renting the Property

• Rental Analysis: Use comps, Rentometer, Craigslist, and management insights to determine rent

• Section 8 Rentals:

• Pros: Steady government payments, long-term tenants

• Cons: Extra inspections, wear & tear, slower response to maintenance issues

• Rental Agreements & Tenant Screening:

• Include addendums (pets, mold, radon, etc.)

• Screen for income, references, and creditworthiness

• Property Managers:

• Fees range from 8–12% + tenant placement costs

• Choose carefully—good PMs make rentals passive

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Creative Exit Strategies

• Lease Option / Rent to Own:

• Combines lease with an option to purchase

• Collect option fee + monthly cash flow + profit at closing

• Avoid granting equitable interest; use clear contracts

• Owner Carry (Seller Financing):

• Great if property is owned free & clear

• You become the bank with fixed income, less responsibility

• Hire a loan servicer to manage payments and compliance

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Other Exit Options Include:

• VRBO / Airbnb

• Mid-term rentals (e.g. traveling nurses)

• Group homes or assisted living

• Zoning changes for higher value

• Mobile homes or mobile home parks

• Multi-family or commercial conversions

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Tax Benefits (Consult a Pro!):

• 1031 Exchange: Defer capital gains by rolling profits into another investment

• Capital Gains Exclusion: Up to $250K (or $500K for married couples) on personal residences

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Key Takeaways:

• Always know your exit strategy before buying

• Have a backup plan—markets shift!

• Match your strategy to your goals, lifestyle, and risk tolerance

• Real profit comes from smart, timely exits—not just the purchase

Bonus CLASS

Invest Success Mentor Class – Out-of-State Investing

Coming online SOON

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