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.