4 CE Fund It
The deck presents a comprehensive, step‑by‑step system for commercial real‑estate (CRE) investing, focusing on the fourth step – funding deals. It defines a six‑step investing framework (Find, Figure, Fund, Fix & Fill, Flow) and details the "Money Team" roles (sponsor, mortgage broker, private lenders). Various acquisition financing sources are compared, including community banks, debt funds, and creative structures such as seller financing and lease‑options. Real‑world case studies (Sheffield Lake, English Street, Patriot Self‑Storage) illustrate fixed‑rate financing, seller‑financing structures, equity kickers, and post‑rehab refinance scenarios. A central narrative follows a rapid $4 M private‑money raise in 48 hours, outlining the mental state, options, outreach workflow, and relationship‑building tactics. The presentation then enumerates criteria lenders use (asset, return, borrower), networking channels, and two essential relationship traits (trust, respect). It outlines how to structure private loans (10 % preferred return, equity kicker), the required securities documentation (term sheet, PPM, operating agreement, subscription agreement, suitability questionnaire), and a concise primer on U.S. securities law, exemptions (Reg D 506(b)/(c)), and the rule‑vs‑exemption distinction. A mermaid flowchart visualizes the private‑money investment lifecycle from interest to repayment. Finally, the deck contrasts Traditional syndication with the “Bratz” model, detailing equity splits, fee structures, alignment of interests, money velocity, and tax implications, and ends with a call to action to build a private‑lender list immediately.
Topics
6‑Step Commercial Real Estate Investing Framework
Introduces the six sequential phases—Find, Figure, Fund, Fix & Fill, Flow—that structure the entire CRE investment process.
The Money Team and Acquisition Financing Options
Defines the roles of sponsor, mortgage broker, and private lenders, and compares financing sources: community banks, debt funds, and creative structures like seller financing and lease‑options.
Case Studies Demonstrating Deal Structures
Real‑world examples (Sheffield Lake, English Street, Patriot Self‑Storage) showing fixed‑rate loans, seller‑financing arrangements, equity kickers, and post‑rehab refinance outcomes.
Rapid $4 M Private‑Money Raise in 48 Hours
Narrative of a high‑pressure fundraising sprint, covering mindset, decision matrix, outreach workflow, and results from six investors.
Lender Evaluation Criteria and Relationship Building
Outlines the three pillars lenders consider (asset, return, borrower) and provides tactics for cultivating a network of high‑net‑worth lenders.
Structuring Private Loans and Required Securities Documentation
Details preferred‑return terms, equity kickers, and the suite of legal documents (term sheet, PPM, operating agreement, subscription agreement, suitability questionnaire).
U.S. Securities Law Primer and Exemption Strategies
Explains the definition of a security, the role of the SEC, the Rule vs. Exemption framework, and common exemptions (Reg A, Reg D 506(b)/(c)).
Private Money Flow Chart – Investment Lifecycle
Mermaid diagram visualizing the steps from investor interest to fund deployment, cash‑flow returns, refinance, and equity retention.