Classroom Instruction on Real Estate Investing in 2023

Why attend this class?

Real estate investing is an excellent way to build wealth for retirement. It is also an excellent way to diversify your portfolio as well as provide an income stream that will take you through retirement. From tax strategies to negotiation techniques, this class has everything you will need to be successful at real estate investing.

Who should attend?

This class was written for all levels of real estate investors. For those just getting started, this class will provide the foundation that you need to ensure your success. For those that are veteran investors, this class will provide tools and resources to help you become more efficient and more profitable. This class is written in an easy-to-understand format so that no matter your level of investing experience, you will be able to understand and follow the information being taught.

The Course Preview:

Introduction

Retire Using Real Estate Investing is a pathway to building wealth and designing the retirement of your dreams. Creating a plan of action and understanding what your objectives are will be crucial as you prepare for your journey.

Who Should Invest

Successful real estate investing requires certain attributes and skill sets. This chapter will define those attributes and skill sets so that you will be well-prepared before you start investing. Additionally, it will provide action items that you can take now to improve your position so that you reduce risk in the future and increase the chances of success.

Why Invest

Real estate investing has many advantages including tax deductions, rental income, and the ability to use leverage to grow your wealth. This chapter will teach you all about these advantages, and how you can use them to best position yourself for investment growth.

What to Invest Into

Real estate offers many different types of property opportunities to invest into. This chapter explains the different types to help you determine which types would be right for you, as well as which opportunities to avoid.

How to Invest

Learning how to invest will be key to your real estate success. This chapter will teach you professional strategies for how to invest, how to evaluate new opportunities, access funding options, and negotiate to win the properties you want.

Where to Invest

Location, Location, Location! The area in which you purchase will have a substantial effect on the value you receive when you sell your property. This chapter will educate you on ways of sourcing, developing your buying areas, and growing your real estate knowledge and skill set.

Best Time to Invest

Just like the economy, real estate markets are cyclical. With the right tools, you can significantly reduce your risk and help protect your investment. This chapter will teach you market indicators and other tools to help you successfully invest throughout different cycles of the market.

Post Purchase Considerations

Once you have purchased your investment, now the real fun begins. This chapter will teach you, step by step, what needs to happen post-purchase including rehabbing, leasing, accounting, tax filings, and property management.

Course Syllabus Outline:

I. Introduction

• Course Outline
• Objectives
• Resources

II. Who Should Invest

• Preparation
• Investor Profile
• Know Your Numbers
• Goal Setting

III. Why Invest

• Real Estate as an Investment
• Tax Advantages
• The Power of Leverage
• Retirement and “Mailbox Money”

IV. What to Invest Into

• Residential
• Commercial
• Industrial
• Farm and Ranch
• Land Development
• Pooled Investments

V. How to Not Lose Money

• Strategies
• How to Not Lose Money
• How to Evaluate Properties
  • Income Approach
  • Market Value Approach
  • Due Diligence
  • Formulas
• Funding
• Ownership Types
• Building a Team
• Negotiations

VI. Where to Invest

• Sourcing
• Develop Your Areas
• Develop Your Knowledge and Skill Set

VII. Best Time to Invest

• Supply and Demand
• Market Indicators
• Time Horizon

VIII. Post-Purchase Considerations

• Rehabbing
• Leasing
• Accounting
• Tax Filings
• Property Management Company vs. Self Manage

IX. Retirement and Real Estate Investing

• Real-Life Scenario

X. Real Estate Investing Mistakes

• Ten Most Costly Mistakes to Avoid

XI. Next Steps

• Create Your Plan
• Create Your Timeline
• Execute

This Course Includes:

Classroom Instruction

Retire Using Real Estate Investing is both enjoyable and educational. Classes are led by a CERTIFIED FINANCIAL PLANNER™ and Texas Licensed Realtor® who fills the presentation with valuable information as well as real-life examples. This interactive format encourages participation and questions are encouraged.

Course Textbook

This course includes a textbook with examples and interactive material that is yours to keep. The book is written in an easy-to-understand language and will help you follow along throughout the presentation.

Comprehensive Learning

Unlike financial seminars that focus on one topic, this course is designed to help you see the “big picture.” You will have an opportunity to learn about the many aspects of real estate investing and how they work together to pursue a successful retirement. This course is educational, and no specific financial products are discussed or sold.

Optional Consultation

If you have questions that are personal in nature or would like to find out more about real estate investing, you may arrange to meet privately with your instructor after the course is complete. This consultation is complimentary for class attendees but is not required.

Meet Your Instructors:

Josh W. Strittmatter, CFP® CRC®

Josh has been teaching Retirement Planning and several other financial subjects at many colleges and universities since 2010. His passion is education, and he believes knowledge and financial literacy are important for every person.

Adrienne Rowell, REALTOR®, Real Estate Manager

Adrienne Rowell is a Texas Licensed Realtor® and Property Manager. She has been in the real estate industry since 2014 and enjoys applying her knowledge and experience to teaching. She enjoys empowering others with real estate education so that they can make good investment decisions.