IILIFE

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Real Estate Zero to Real Estate Hero

Confidently Invest in Real Estate Without Being a Landlord

Ready to go From Real Estate Zero to Real Estate Hero and Begin the Journey from Rat Race to Financial Freedom?

The process of learning real estate investing can seem like a daunting task. Too many “experts” and “gurus” with minimal experience who have more interest in getting you to pay for their “courses” than teaching anything of value.

The process of learning real estate investing doesn’t need to be overwhelming, especially when you can learn from industry veterans with institutional backgrounds and successful serial entrepreneurs.

The INVEST AND IMPACT Real Estate Program takes you step-by-step from beginning to end of the real estate life cycle:

Remove limiting beliefs and learn what you can truly achieve

Stop trading time for dollars and build the life you can control

Generate the type of income that provides not only financial freedom but freedom to pursue your true passions

Pay it Forward by helping others

Why Invest in Real Estate as an Entrepreneur or Technology Professional?

Learn how creating multiple streams of income from real estate investing can give you more time and create generational wealth for your family

Where to Start? It All Seems Overwhelming!

Learning real estate doesn’t have to be overwhelming, unfortunately many people eager to learn encounter the following:

What if You Had the Opportunity To:

Welcome to The Roadmap for Your Success

MODULE 1

COURSE 1: BUILD YOUR TEAM
Real estate investing is a team sport and to achieve maximum results and maintain long term success assembling both an internal and external team is critical. In this course we walk you through how to first identify your core strengths and what value you can bring to the team, then how to vet compatible team members. We also go work with you to find the best lender partners, real estate attorneys, general contractors, and property managers.
COURSE 2: NETWORK WITH BROKERS
Broker relationships are second only to offer price and terms when it comes to winning deals. In this course we discuss how to network with brokers, build credible relationships, and most importantly, learn what brokers expect from potential buyers and sellers when working together.
COURSE 3: SOURCING OFF MARKET DEALS
Off market deals are always more desirable than listed deals, and even more important when markets are highly competitive. In this course you’ll learn strategies for identifying potential off market deals, making contact with owners, and working with off market brokers to acquire unlisted assets.
COURSE 4: UNDERWRITING AND EVALUATION
Pythagoras stated “Numbers rule the universe” and underwriting and evaluation is where successful real estate investing begins. Too many mentor programs equip their students with elementary level underwriting models so they can “analyze tons of deals”. In Course 4, you’ll learn how to underwrite deals like the Wall Street players, turning over every rock and analyzing and evaluating every aspect of the deal in detail.

MODULE 2

COURSE 1: THE BUSINESS PLAN
Business Plans are the asset’s roadmap for success, from hold period to value-add strategy, and capital improvement programs, designing and implementing a year-by-year business plan is a critical component of ensuring asset management and property management achieve the investment objectives and goals of the asset. In this course, you will learn to fine-tune the pro-forma budget, develop, outline, and implement capital improvement programs, review rent rolls to schedule income increases, and facilitate value-add opportunities during the asset life cycle.
COURSE 2: RAISING CAPITAL
Raising Equity and obtaining financing are two critical components of closing the deal. IILIFE will walk you through building your database, identifying your target investors, and how to build long-term relationships with key investors. In this course we review the difference between 506(b) and 506(c) offerings, establishing a fund, and how to level up to obtaining equity from institutional investors such as private equity firms and family offices. We walk you through preparing your marketing material, highlighting the key points that make the deal attractive, and disclosing all risks to potential investors. This course also covers investor reporting expectations.
COURSE 3: FINANCING THE DEAL
Financing a multifamily asset can seem like an overwhelming hurdle to closing your first deal. In this course we walk you through the loan types available from multifamily investing, from agency and bank debt, to bridge, mezzanine, construction loans, re-finance, and owner financing. You’ll learn which loan option is the most ideal for each scenario, from stabilized, cash flowing assets, to distressed and value-add investments.

MODULE 3

COURSE 1: PROPERTY MANAGEMENT
Learn about the critical role property management plays in the day-to-day operations of an asset and how to properly vet a property management firm. In this course we review implementing the business plan with a property management firm, establishing expectations, ensuring lender reporting criteria are met, the replacement reserve and capex draw process and how to establish and build rapport with the property management team so you always know the truth, good, bad, or ugly.
COURSE 2: ASSET MANAGEMENT
Asset Managers are responsible for the financial oversight of the asset, ensuring compliance with the business plan, and oversight of the property management team for the success of the asset. Asset Managers must also stay aware of changes in the market and make recommendations to the owners and investors when deviation from the business plan may be necessary, or there is an opportunity to exit an asset early and still realize the long term return objectives.
COURSE 3: PROACTIVE CORRECTIONS
Coinciding with the Asset Management Course, in Proactive Corrections you will learn how to spot “red flags” on financial statements and in weekly property management reports and make necessary corrections before the asset is negatively impacted.
COURSE 4: MIDSTREAM ANALYSIS
Midstream Analysis is a useful financial tool that allows you to determine cash-out potential and current equity, and to test different alternative courses of action at any point in time during the life of the project. In this course, you will learn how to prepare and conduct midstream analysis for multiple scenarios (such as cash-out refi, recapitalization, early disposition) at any point during the asset life cycle.

MODULE 4

COURSE 1: PREPARING FOR DISPOSITION
In Preparing for Disposition, we will walk through the necessary steps required for preparing you asset for either an off-market or listed sale, working with reputable brokers to obtain the best BOV (basis of value), timing the market for sale, and taking steps to ensure both the financial and physical integrity of the asset are of the highest quality to obtain the maximum sales price and returns for investors.

Ready to learn more?

Real Estate is a Team Sport!

Connect with like minded Technology Professionals and Entrepreneurs

The Value of Invest and Impact Life Academy Compared to Other Mentor Programs

Meet Your Program Leader

Neil Bertrand is a multifamily executive, investor, speaker,and consultant who has a passion for helping new investors learn how to become successful owner-operators. Neil is known in real estate circles as one of very few individuals to have worked across all three disciplines of multifamily: acquisitions, property management, and asset management.
With over 25 years of multifamily experience with some of the largest owner-operators in the United States, Neil has been a VP of Property Management, VP of Asset Management, and VP of Acquisitions working with institutional clients such as AIG/SunAmerica, Hudson Advisors, and ING, to name but a few. Neil is also a noted conference speaker and moderator, sought after podcast guest, and industry consultant.
Neil brings a deep knowledge of all things multifamily to the REZero2Hero Program, having been involved with over 30,000 units in 8 states that include all asset classes and types, rehab/renovations, and new development.
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