Action Team
Your “Action Team” will shift the odds of success in your favor dramatically. All real estate deals have similarities and once you understand those similarities – the process – real estate investing becomes almost “mundane.”
The beginning of the real estate investment process involves you and your Investment Real Estate Broker. He/she is the professional you go to when you “think” you have a deal. You don’t wait until you’ve negotiated with the owner or are about to sign the contract. No, you go to them before any of that is done!
They are trained to analyze and structure the deal so that you get the most out of it. In your inexperience you might think that the deal has to be done a certain way – you need to put ten percent down. The experience of your investment real estate broker says that you don’t need to put money down, but if structured properly, you could get money back at the table.
Most importantly they are trained to show you how to get out of the deal. In most cases it’s harder to get out of a deal than to get into one. And, you don’t want to experience that first hand. That’s called learning the hard way and it could be a thirty-year lesson. You’re reminded of your mistake the first of every month when you make the mortgage payment!
Your Investment real estate broker helps you:
- Analyze the deal
- Structure the deal – for maximum profit and exit strategy
- Financing resources – conventional or private lending
- Close the deal
Title Agent/Attorney – is the
“Action Team” member and
professional that performs the
actual closing and more importantly
keeps you “legal.” Both of these
functions are important, but as an
investor working in today’s
marketplace making sure you do
everything legally has taken on a
new urgency.
There are so many foreclosures and short sales happening now and expected over the next two years that it has created a feeding frenzy. Investors are stepping over the line and owners are crying foul. Many states have instituted laws that impact directly on real estate investors. Your title attorney must adhere to those laws as it relates to your investment activities.
Seeking their counsel adds another layer of protection for you. A lawsuit could wipe out all your profits and potentially land you behind bars. Even if you don’t work in the foreclosure segment of the market your title attorney Action Team professional is someone you will consult with regularly.
Your Title Attorney helps you:
- Close the deal
- Be in legal compliance
Appraiser Action Team professional – will provide you with “real” numbers not pie in the sky, what the seller thinks it’s worth figures. You might feel confident in the comparables you’ve already run. That’s fine. Your appraiser Action Team professional can look over your shoulder and point out other relevant facts that they are trained to consider.
They provide that extra layer of confidence going into the deal that you need to rest assured that you made the right decision. Don’t leave the gate without them.
Your Appraiser helps you:
- Get the real numbers on your investments value
- Consults on general market valuation and conditions
Mortgage Broker Action Team professional – knows where the conventional money is and what you need to do to get it. They work with you to provide you the cheapest avenue for borrowing funds. They also try to maximize your leverage so you put the least amount down and keep your out of pocket expenses to a minimum.
They can also work along with the investment real estate broker to find private sources of funding also known as hard money. Together these two professionals should be able to get you the funding you need for almost any type of situation.
Your Mortgage broker helps you:
- Find the money
- Get the money
Construction Consultant Action Team Professional – knows the ins and outs of house renovation. Material costs and labor costs are part of their knowledge base. If you’re going to do the smallest renovation or need to contract out renovation work this is the Action Team professional to consult with.
Use them as needed for consulting or to actually do the renovation. They’re there for you.
Your Construction Consultant helps you:
- Determine renovation costs
- Complete the renovation
Business Consultant Action Team Professional – you’re serious about the “business” of real estate investing. How do you form a corporation inexpensively? What is the best type of corporate entity for your new business? What’s the best way to work with a partner?
Your business consultant Action Team Professional can help you with those and similar questions. When you’re ready to take your investment business to the next level consult with them.
Your Business Consultant helps you:
- Incorporate your business
- Determine appropriate business entity for you
Tax Consultant Action Team Professional – concerned about shielding your profits and minimizing your taxable income, this is the professional you need in your corner. You will work hard to make your money; you need to work just as hard to keep it.
This is part of the working smarter that our wealthy clients employ. Maximize your profits and minimize your taxes, this one-two punch insures you get wealthy and stay that way.
Your Tax Consultant helps you:
- Maximize your profits
- Minimize your taxes

