Learn everything you need to know about
passively investing in real estate
The Multifamily Masterclass is the most comprehensive course where real estate investors learn to make smart, analytics-driven investment decisions.
The Multafamily Masterclass
Giving you the knowledge to make smart, analytics-driven real estate investments.
The Multifamily Masterclass is the only course designed for passive investors by active sponsors. We will teach you to be a more sophisticated and knowledgeable investor.
Example Curriculum
- Welcome to the Multifamily Masterclass (1:02)
- What is a syndication? (7:08)
- Active vs Passive Real Estate Investing (6:45)
- General Terms a Sponsor Will Use (6:19)
- Pros of Syndication: Part 1 (5:50)
- Pros of syndication: Part 2 (2:50)
- Risks of Real Estate Investing (4:15)
- The Cons of Syndications (5:31)
- Valuations of Commercial Real Estate vs Single Family (5:51)
- What Happens When You're Ready to Invest (5:59)
- General terms a sponsor will use (6:19)
- How Does Someone Invest in a Syndication? (0:39)
- How to become an accredited investor (6:48)
- What If Your Spouse Won't Invest in Real Estate (7:07)
- What’s a Broker Dealer (9:07)
- Should I have my own attorney review the deal before investing (12:17)
- Should I invest through an entity or my individual name (6:12)
- Understanding Series llc (9:45)
- The Basics of the Syndication Attorney (8:45)
- Buyers Counsel (4:31)
- The Lenders attorney (3:14)
- How Attorneys interact on a deal (4:12)
- How does title work in a Syndication (4:41)
- What is the PSA (3:29)
- Investing via IRA-401k (7:08)
- Can I 1031 a Syndication (5:19)
- Walk me through a syndication (7:07)
- Adding Sophisticated Investors (4:18)
- NonCon Opinion Letter (1:17)
- Investment Structure Intro (0:58)
- Risks of Investing in a Syndication (8:01)
- Analysis Paralysis and How to Overcome It (7:15)
- Investing in a Recession (5:51)
- Sub-Funds - What are they? (10:58)
- Syndication Law 506b versus 506c (12:06)
- The Howey Test (4:13)
- Market data- How do we know what the rent bumps will be? (4:42)
- 1-3-5 Mile Radius Demographics (3:36)
- Occupancy and Vacancy Assumptions (11:11)
- Renovation schedules (7:01)
- Other Income Assumptions (3:18)
- The Vetting Process (0:52)
- GP vs Sponsor vs JV (3:52)
- Staffing at the Property Level (13:00)
- Fund Managers (10:06)
- Taxes and Insurance (3:50)
- 10 Tips to Vet a Deal (18:51)
- Understanding Due Diligence (4:33)
- MF Masterclass Due Diligence Checklist
- What is preferred equity? (3:50)
- Red Flags (11:21)
- Understanding the Path of Progress: 9 Steps (8:47)
- What is the PPM? (8:05)
- Choosing a Market (5:05)
- What is the financing period? (1:58)
- Hard Money and Carve Outs (4:39)
- Why do you need a PPM (4:22)
- Financials (0:42)
- What is a capital call? (4:15)
- The Fed – What Does It Do and Why You Should Care (5:16)
- Inflation-Why It Matters (8:03)
- Cap rate - What is it? (4:09)
- MF Masterclass Handout: Cap Rates
- IRR vs. XIRR (7:41)
- Cash on Cash (CoC) and Average Annual Return (AAR) (5:31)
- MF Masterclass Handout: CoC & AAR
- Revenue vs NOI Debt Service Ratio (5:44)
- MF Masterclass Handout: Revenue & NOI & DSCR & CoC
- LTC & Leverage (5:41)
- MF Masterclass Handout: LTC & Leverage
- RUBS (5:56)
- What is an expense ratio (1:18)
- MF Masterclass Handout: Expense Ratio
- Sensitivity Analysis (6:00)
- MF Masterclass Handout: Sensitivity Analysis
- Worst Case Scenarios (10:49)
- MF Masterclass T-12 Sample
- What Happens After Closing Intro (0:36)
- What happens after closing (3:52)
- Typical fees in a syndication (7:22)
- MF Masterclass Buyer's Settlement Statement Sample
- Can I change a investment from my name to an entity (4:09)
- How does the capital stack work (8:17)
- What is a preferred return (4:10)
- Most common waterfall structures (6:39)
- Understanding the K1 (6:14)
- Stocks & bonds versus real estate (8:25)
3 Pillars of The Multifamily Masterclass
PILLAR#1
Veena Jetti
Multifamily Sponsor , Vive Funds
Veena Jetti, the founder of Vive Funds, is a large multifamily owner-operator with over $800MM GAV across her portfolio. Veena actively sources and operates her deals. She has also launched a $100MM value add fund, REV Fund.
Our courses and masterminds will both educate and hold you accountable to begin earning passive income whether you are looking for your first deal or to scale up!
PILLAR#2
Dr. Victor Mangona
MD
Dr. Cathy Carroll started her professional life in finance, after graduating from Smith College with a Bachelors’ in Economics and earning a Master’s in Global Financial Analysis from Bentley University. She started her Wall Street career at State Street Bank in accounting then transitioned to buy-side equity research for pension plans and mutual funds, working at Scudder Investments, GMO, and Loomis Sayles.
She continues to actively participate in real estate syndications, as well as owning multi-family and single family rentals in multiple states.
PILLAR#3
Dr. Cathy Carroll
MD, CFA
Dr. Cathy Carroll started her professional life in finance, after graduating from Smith College with a Bachelors’ in Economics and earning a Master’s in Global Financial Analysis from Bentley University. She started her Wall Street career at State Street Bank in accounting then transitioned to buy-side equity research for pension plans and mutual funds, working at Scudder Investments, GMO, and Loomis Sayles.
She continues to actively participate in real estate syndications, as well as owning multi-family and single family rentals in multiple states.
Bonuses You Will Get If You Register TODAY For Our Multifamily Masterclass
- Lifetime access to 90+ videos on how to be a smarter passive investor.
- Access to our exclusive Facebook community, access to our experienced instructors.
- Complimentary bonus course on The Money Mindset.
Simply Go With The Best
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The Money Mindset
Complimentary Bonus Course FREE WORTH $797
- Lifetime access to 90+ videos
- Access to our exclusive Facebook Community
- Access to our experienced instructors