Acquisitions Process Flowchart
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Real Estate Investing Strategies
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Assignment vs Double Close
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9 Steps to a Wholesale Deal
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The Ultimate Side Hustle Checklist
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10 Key Traits of Successful Real Estate Investors and Entrepreneurs
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3 Step Gameplan To Getting Started in Real Estate Investing
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Start With Zero Book
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Outside Sales Associate – Commission Agreement
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Performance-Improvement-Plan-Template
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Template Non-Solicitation Agreement
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Profit Distribution
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EOS-Level-10 – Agenda
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Dispositions – SOP
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Acquisitions SOP
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Lead Manager – SOP
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Job description- Transaction Coordinator
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Job Description-Lead Manager
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Job Description-Wholesaling Acquisition Specialist
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Job Description-Wholesaling Cold Caller
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Job Description-Wholesaling Dispositions Specialist
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Scorecard Sample
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Trip Photo Checklist
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Vehicle Protection Checklist
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Option to Purchase Agreement
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Driver Recruitment Ad Templates
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Client Check-Out Process
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Client Check-In Process
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Vehicle Cleaning Checklist
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Sample Vehicle Management Ad Templates
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Sample Script Templates
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Sample Joint Venture Vehicle Management Agreement
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Sample Car Rental Agreement
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Car Rental Financial Sheet Links
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Car Rental Financial Sheet Links, How To’s & Need To Know Info
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Car Calculator Template
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Car Buying Checklist
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SAMPLE_JV_Agreement
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SAMPLE_Goals_Scorecard_Master Tracker
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Foundation & Marketing Action Plan
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Client Testimonial_Photo Consent & Release
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Spin Trash Out SOP
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Prime Realtors Agreement
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Sample Cold Call
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Closer Script – DS Buying Over the Phone
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Lead Tracker Sheet
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Sample Acquisitions Organizational Chart
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Ilia SOP
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Construction Cheat Sheet
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New Hire List
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SPIN Employee Handbook
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Business Mileage
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Opener LP Script Direct
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Opener LP Script – Soft
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Opener FC_Tax Deed Scripts
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AB SOP
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Executive Assistant Job Description
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SMS – Text Templates
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Cold Calling Basics _ Rebuttals
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Addendum-To-Contract
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Hiring & Training Process (Acquisitions)
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CLE Turnkey – Multi-Family Inspection
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Sample Craigslist Ad – Acquisition Specialist
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Sample Agent Agreement – Investment Deal
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Sample Acquisitions Manager Agreement
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Template Checklist
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2020 QL Tracker
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Cold Caller Task List_2020
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SAMPLE Template – XenCall Manual Tracker
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Burton Deal Calculator (Corona)
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CE-Binding LOI
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price_JV Agreement
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Personal Burton Deal Calculator
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War Room Notes
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War Room Resources
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Point System Score Card
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AQC Score Card
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CC Disposition Button SOP
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Cold Calling QA Audit Buckets
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Cold Calling QA Audits
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RA Sample Facebook Ad 3 (Commercial Empire)
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RA Sample Facebook Ad 2 (Commercial Empire)
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RA Sample Facebook Ad 1 (Commercial Empire)
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RA Sample Facebook Ad 1 (Real Mogul)
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RA Sample Facebook Ad 2 (Real Mogul)
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Sales Application (Multi-Family Program Template)
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Sample Promo Email (Backend Program)
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100K Weekend Mindmap
Download Xmind to open this mindmap.
Download Xmind to open this mindmap.
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RA Consent & Release Form
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Generic-Welcome Email Template
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RA Event Checklist Template (Virtual)
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War Room Resources
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Corporate Chart Spin Companies
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Memorandum of Agreement
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Script For Renegotiating With Homeowner
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Common Objections & Rebuttals Handout
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Script For Cold New Buyers (Current Deal To Sell)
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Script for Potential Buyers
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Authorization To Release Info Form
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Sales Agreement
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Assignment Agreement
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Purchase Agreement
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Authorization To Release Info Form
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Sales Agreement
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Assignment Agreement
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Purchase Agreement
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Postcard – Covid 19 – Offer 10min
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How REI Should By Insurance
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Burton Deal Calculator (Updated)
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Puerto Rico Act 20
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Legacy Wealth Holdings – Materials Worksheet
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Handwritten Letter Example
Use this sample Handwritten Letter to send to property owners when inquiring about their property.
Use this sample Handwritten Letter to send to property owners when inquiring about their property.
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CE-Common Questions & Answers
Here is a list of common questions you may run into and how to respond to them.
Here is a list of common questions you may run into and how to respond to them.
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Registered Agent Format
Format used to skiptrace registered agents
Format used to skiptrace registered agents
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How to Build Lists
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Methods to Find Deals
List of various ways to find deals
List of various ways to find deals
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Area Evaluation
How to evaulate the letter grade of an area
How to evaulate the letter grade of an area
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Marketing Examples
Basic marketing examples to look for property
Basic marketing examples to look for property
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Outside Agreement
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Lien Waiver Form GC to Sub-Contractor (Full)
Agreement and Waiver of Mechanics Lien Rights (Full) for Sub-Contractors
Agreement and Waiver of Mechanics Lien Rights (Full) for Sub-Contractors
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Lien Waiver Form GC to Sub-Contractor (Partial)
Agreement and Waiver of Mechanics Lien Rights (Partial) for Sub-Contractors
Agreement and Waiver of Mechanics Lien Rights (Partial) for Sub-Contractors
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Acquisitions One Call Close Script
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Acquisitions Script
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Required Due Diligence Checklist
This Due Diligence Checklist is an organized way to analyze a building that you may be acquiring. By following this checklist, you identify and mitigate risk
This Due Diligence Checklist is an organized way to analyze a building that you may be acquiring. By following this checklist, you identify and mitigate risk
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CE_Quick Snapshot Analysis Formula
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Exercise: Deal or No Deal?
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CE Course Guide – Find It
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How To Use The Operations KPI’s Spreadsheet
This is an explanation of how to utilize the "Operation Performance KPI" spreadsheet.
This is an explanation of how to utilize the "Operation Performance KPI" spreadsheet.
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CE-Key Terms Cheat Sheet-081518
Common terms used in commercial multi-family apartment investing
Common terms used in commercial multi-family apartment investing
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CE-First Mortgage
First Mortgage
First Mortgage
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CE-Company Org Chart (CLE Real Estate)-081518
Legacy Wealth Holding's Organizational Chart - shows chains of command within the organization
Legacy Wealth Holding's Organizational Chart - shows chains of command within the organization
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Westwind 200 – Sample Investment Summary
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Westwind 200 – Sample Financing Package
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Process Map_Private Lender Flowchart
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CE-Financing, Personal Financial Statement-V1
Sample Personal Financial Statement (Template)
Sample Personal Financial Statement (Template)
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CE-Banker Calls Sample Script
Building relationships is KEY in this business. Use this Banker Sample Script as your jumping-off point when engaging bankers on the phone.
Building relationships is KEY in this business. Use this Banker Sample Script as your jumping-off point when engaging bankers on the phone.
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CE Course Guide_Fund It
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CE-Power Team Contact Form_V1
Building a power team for your business goes way beyond hiring. Use this contact form to help keep track of all members of your power team.
Building a power team for your business goes way beyond hiring. Use this contact form to help keep track of all members of your power team.
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CE-Investment Criteria Checklist_V1
Using this checklist will help you best articulate your investing strategy while giving you a solid foundation for comparing commercial properties.
Using this checklist will help you best articulate your investing strategy while giving you a solid foundation for comparing commercial properties.
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CE Course Guide_Foundations
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CE-Property Manager Responsibility Checklist_V1
There are several important tasks that your property manager or property management company should be responsible for. This Property Manager Responsibility Checklist helps you keep track of ...
There are several important tasks that your property manager or property management company should be responsible for. This Property Manager Responsibility Checklist helps you keep track of these responsibilities and stay on task.
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CE-Multi-Family Lease_V1
Lease Agreement between Landlord and Tenant
Lease Agreement between Landlord and Tenant
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CE-Elevator Pitch (Apt Managers)_V1
Get out in the market and tell people what you’re doing—share your goals and what you’re hoping to achieve with this easy elevator pitch.
Get out in the market and tell people what you’re doing—share your goals and what you’re hoping to achieve with this easy elevator pitch.
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CE Course Guide_Flow It
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CE Course Guide_Flip It
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Rent-Ready Unit Checklist_V1
There's a lot to do to prepare a property for rental. This Ready-Rent Unit Checklist goes over essential items you want to check, clean, replace, and test before a new lease starts.
There's a lot to do to prepare a property for rental. This Ready-Rent Unit Checklist goes over essential items you want to check, clean, replace, and test before a new lease starts.
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CE-Renovation Construction Agreement_V1
The Renovation Construction Agreement is between you (the investor) and your Contractor when hiring them to renovate an apartment project. Not only does this agreement help to ensure accurat...
The Renovation Construction Agreement is between you (the investor) and your Contractor when hiring them to renovate an apartment project. Not only does this agreement help to ensure accurate timelines on labor, but it also includes various lien waivers and a complete A-Z overview of the process and tasks to be completed.
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CE-Project Mgmt, Standard Rehab Cost Sheet_V1
Use this Standard Rehab Cost Sheet to gauge costs of interior and exterior repairs on a standard or a detailed rehab.
Use this Standard Rehab Cost Sheet to gauge costs of interior and exterior repairs on a standard or a detailed rehab.
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CE-Lien Waiver GC to Owner (Partial)_V1
Agreement and Waiver of Mechanics Lien Rights (Partial)
Agreement and Waiver of Mechanics Lien Rights (Partial)
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CE-Lien Waiver GC to Owner (Full)_V1
Agreement and Waiver of Mechanics Lien Rights (Full)
Agreement and Waiver of Mechanics Lien Rights (Full)
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CE Process Map_Value Add
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CE Course Guide_Fix _ Fill It
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CE-Cold Calling Seller Script
Use and customize this sample script when you’re reaching out to prospective sellers. Be sure to rehearse a few times in the mirror or with a colleague, partner or friend to work through a...
Use and customize this sample script when you’re reaching out to prospective sellers. Be sure to rehearse a few times in the mirror or with a colleague, partner or friend to work through any stumbling blocks and ensure you’re able to respond quickly and easily during your “live” seller conversations.
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CE-Direct Mail Sample Letter_V1
Use and customize this simple, actionable direct mail piece. This copy can easily be customized to fit any property on (or off!) the market.
Use and customize this simple, actionable direct mail piece. This copy can easily be customized to fit any property on (or off!) the market.
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CE-Broker Calls Sample Script
When calling Brokers to inquire about any potential listing they have, use this Broker Sample Script as your jumping-off point.
When calling Brokers to inquire about any potential listing they have, use this Broker Sample Script as your jumping-off point.
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CE Process Map_Qualifying Deals
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Non-Binding LOI
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CE Figure It_Deal Calculator
This quick analysis calculator is an essential tool when analyzing apartment deals.
This quick analysis calculator is an essential tool when analyzing apartment deals.
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CE Course Guide_Figure It
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Binding LOI
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CE Acquisitions – Financing, Apartment Financial Analysis
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CE-Property Manager Interview Questions
It’s critical to find a management company that offers the services you need. In this document you'll find key questions to ask when interviewing property managers and management companies...
It’s critical to find a management company that offers the services you need. In this document you'll find key questions to ask when interviewing property managers and management companies.
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JV Partner Review Questions
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Marketing Tracker QTD Update
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50 State Disclosure Requirements
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RVM Recording
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Operation Performance KPI
Use this sheet to keep track of the performance of your units and have a close eye on where every single vacant unit stands. This eliminates all questions and we can keep an eye on occupied ...
Use this sheet to keep track of the performance of your units and have a close eye on where every single vacant unit stands. This eliminates all questions and we can keep an eye on occupied units with our delinquency report and maintenance requests.
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ACQ Script 8.20.19
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Daily Accountability Email
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Podio Xencall Webform Hook Up
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Update Webform And Statuses
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Lead Status SOP
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Dress Code Policy
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SPIN Resources
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Taking Pictures for Inspections
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Property Evaluation Template
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Property Evaluation Process
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Field Services – Occupancy Evictions
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2 Week Property Evaluation Form
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SOP – Audit Cert Title (NEW)
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Closing Process (BC)
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Closing Checklist (BC)
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Closing Audits (BC)
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Sample Compensation Agreement (In-house Agents)
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Sales Process
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How to take pictures for Marketing
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Flip It (Sales Closing)
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Email Templates for Property Sales
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BC Processing Spreadsheet
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AS IS Addendum (strict)
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AS IS Addendum (soft)
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SPIN Rental Application
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SPIN Lease Agreement
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Run An Applicant Screening Report
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Property Management SOP
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Notices For Occupied Houses (Evictions)
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Fill It (Prop Management)
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Evictions-SPIN NOTICE TO BE POSTED
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Evictions SOP
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11. Job References Form
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10. Sample Certificate of Insurance
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9. Indemnification Insurance Agreement
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8. Change Order
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7. Materials Request
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6. Property Evaluation Form (Scope of Work)
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6. Payment Schedule Scope of Work
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5. Independent Contractor Agreement
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4. Form W9
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3. Checklist
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2. Contents Page
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1. Cover Letter
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Contractor Enrollment Packet
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SPIN Template Rental Scope
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SPIN Template Large Retail Scope
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Fix It (Rehab Construction)
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Construction Process (incl. Trash Out)
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SPIN Lenders
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SPIN Quick Calculator
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SOP – Not Owned-Wire Sent Audit
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SOP – Making MLS Offers
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SOP – EMD Report (auction.com)
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SOP – Deed Status Report Audit (AB)
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SOP – Audit Failed Deposit
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Foreclosure Auction Resources
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7 Person Team Org Chart
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5-6 Person Team Org Chart
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3-4 Person Team Org Chart
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2 Person Team Org Chart
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Transaction Coordinator Flowchart
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Sales Manager Flowchart
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Office Assistant Flowchart
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Field Services Specialist Flowchart
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Construction Manager Flowchart
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Bookkeeper Flowchart
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Acquisition Specialist Flowchart
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Where to Find Your New Hires
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Sample Job Postings
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Sample Job Offer Letter
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Sample Job Offer Letter – Commission
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Sample Interview Questions
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Non-Disclosure Agreement
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New Employee Reference Check
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Independent Contractor Agreement
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4 Core Real Estate Divisions
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Hiring Kit Execution Plan
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SPIN Property Flow Chart
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SPIN Corporate Chart
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SPIN Corporate Chart
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Sample Pay Rates Salaries
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Sample 6 Person Team
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Sample 2 Person Team
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New Property Folder Template
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FYI – 7 Steps Infographic
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Blank Total Debt Template Sheet
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List Providers
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Script Intro Homeowner
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JV Agreement With Developers Wholesalers
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Joint Venture Template
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VP of Sales Manager Job Description
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Real Step LLC – Chief Financial Officer
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Real Step – Marketing Manager Contract
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Real Step – Closing Manager Contract
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Real Step – Chief Operating Officer Contract
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Real Step – Acq Manager Contract
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Marketing Manager Job Description
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Job Description Hiring add
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Hiring Scorecard – Transaction Coordinator
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Dispositions Specialist
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Disposition Specialist – Employee New Hire Packet
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Craigslist Runner Details
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Acquisitions Specialist
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Blank Purchase Agreement
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Agreement To Vacate Template
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Goals Scorecard Master Tracker 2019
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Labor Cost Spreadsheet
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Junior Reps-Senior Reps on Volume
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Cold Caller Report 2019
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Marketing Excel Formats
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Marketing Lists Formatter
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Non-Compete Agreement
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US Realtor List
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One Column Data Organizer
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Marketing List Summary
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Updated Script for ACQ
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Blank Real Step Confidentiality & Non Disclosure Agreement
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Blank MASTER REFERRAL AGREEMENT REAL STEP
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Agent Investment Payout Descriptions
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Ace Equity Pros Closing Policies for Buyer
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Overcoming Objections Handout
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FL- Vacant Contract
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Outbound Seller Script
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Inbound Seller Script
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Real Step Profit & Loss
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Flip Market Analysis 0-12 Month
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NEW High Converting Postcard
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MAIN Market Rank Spreadsheet
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Virtual Assistant Job Duties
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Script For Potential Buyers
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Script for Cold New Buyers (Current deal to sell)
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Purchase Contract Release Agreement 1
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New Property Email to Buyers
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New Deal Processing
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Investment Deal Agent Agreement
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FL – Tenant Contract
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Dispositions Flowchart
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Building A Buyers List
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Script for Renegotiating With Homeowner
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Script for Pat Live
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FL – Owner Occupied Contract
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FL – LOT Contract
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Email Template to Homeowners (FL)
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Acquisitions Flowchart
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Postcard v12 – Street View – Back
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Postcard – v10 – Offer 7 min
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Postcard v12 – Street View – Front
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Market Expansion Sheet
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CAMPAIGN TRACKER
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CAMPAIGN TRACKER – Editable
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Your First Hire
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Weekly Meeting Schedule
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Sample Org Chart
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Quarterly Meeting Schedule
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Job Description – Transaction Coordinator
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Job Descriptions – Power Team
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Job Descriptions (C-Suite Execs)
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Hiring Training Process (Acquisitions)
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Goals Scorecard
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EOS-VTO (Blank)
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Craigslist Ad – Dispositions Specialist
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Compensation for Roles in Company
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Real Step Manual Acquisition
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Real Empire CRM Labels
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3. Figure It
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2. Find-It
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1. Foundation
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KW Inspection TEMPLATE
Keller Williams Realty Property Inspection Template
Keller Williams Realty Property Inspection Template
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CE Lender Offering
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Deal Analysis Worksheet (BLANK)
The Deal Analysis Worksheet is an essential tool when analyzing apartment deals. Simply plug the numbers into this sheet and you'll be able to get a snapshot of your estimated costs and net ...
The Deal Analysis Worksheet is an essential tool when analyzing apartment deals. Simply plug the numbers into this sheet and you'll be able to get a snapshot of your estimated costs and net profit—allowing you to quickly decide whether or not to move forward on a deal.
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Process Map Buy & Hold
Refer to this process map when looking to buy & hold value-add multi-family apartment buildings.
Refer to this process map when looking to buy & hold value-add multi-family apartment buildings.
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