Beginner Real Estate Investing

THIS IS A FREE EVENT SEATS ARE LIMITED: SIGN UP TODAY

MULTIPLE DAY EVENT:
THUR APRIL 16th 8 PM EST 7PM CST 5 PM PST
SAT APRIL 18th 11AM EST 10 AM CST 8 A M PST
AI is already changing how smart real estate investor
s think, market, follow up, and build systems. This beginner-friendly workshop will show you how to use AI in practical ways that actually support your investing business. No fluff, no tech overload, and no pretending you need to become an expert overnight.
Over One Night and a live Saturday demo, you’ll learn how to use prompts better, how workflows and AI agents can save time, and how these tools can help with lead follow-up, organization, vendor review, and business efficiency. We’ll walk through real examples so you can see what this looks like in the real world.
Whether you are just getting started or already active in real estate, this event will help you stop doing everything the hard way and start thinking in systems. If you are tired of hearing about AI and ready to finally understand how to use it, this is your next step.
Night 1 – AI Foundations for REI (60 Minutes)
Learn what AI actually is, what it is not, and how to use prompts to sharpen your real estate business. This session is focused on lecture, insight, and foundational understanding with no demos.
Night 1 – Workflows and AI Agents for REI (90 Minutes)
Learn how workflows and AI agents can help organize tasks, improve consistency, and reduce wasted time. We will use two simple examples: a VIP follow-up workflow and an AI vendor qualifier workflow.
Saturday – Live Demo and Workshop (4 Hours)
See how AI can work inside a real-world real estate business setup. We will connect the dots between prompts, workflows, and practical implementation so attendees leave with a clearer understanding of what to do next.

This event is a strong fit for beginners, landlords, active investors, and real estate entrepreneurs who want to understand AI without getting lost in the weeds.

THIS IS A FREE EVENT SEATS ARE LIMITED: SIGN UP TODAY

INLCUDES: 35 Prompts for Real Estate Investors

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A bad crew can wreck your budget, delay your timeline, create stress, and kill your profit.
A good crew, managed the right way, can help you move faster, control costs, and finish strong.
This training is built for beginners and early-stage investors who want to better understand how to find renovation help, avoid common contractor mistakes, and manage a rehab project with more confidence.
We’ll break down the real-world basics of building a renovation team, setting expectations, watching the budget, and keeping a project moving.
What You’ll Learn

• Where to find potential contractors and renovation crew members
• How to screen people before trusting them on your project
• Common hiring mistakes that cost new investors time and money
• How to set expectations on pricing, timelines, and scope of work
• Basic ways to manage the crew and keep the job moving
• Red flags that tell you a project or contractor is going sideways

Who This Is For

• Beginner fix and flip investors
• New investors planning their first renovation project
• Landlords handling rehabs and turns
• Anyone who wants to avoid renovation chaos and protect their profit

What You’ll Walk Away With

• A clearer understanding of how to find and choose renovation help
• More confidence in managing a rehab project
• Better awareness of the mistakes that derail projects
• A more practical view of what it takes to keep a renovation on track

Note
This is a training event. We’ll also share tools, systems, and programs we use to help investors move faster and avoid expensive mistakes. If you choose to buy something, great. If not, you should still leave with practical insight and a better game plan.

## REGISTER HERE

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This session is your “foundation pour” for REI. We’ll walk through how to structure your business so it’s easier to operate, easier to finance, and harder to attack (lawsuits, audits, partner disputes, and costly tax mistakes).
Most real estate investors don’t lose money because the deal was bad — they lose money because the business behind the deal is messy. Wrong entity, sloppy bookkeeping, mixed personal and business funds, no tax plan, and no clean paper trail when a lender, CPA, or partner asks for it.

### What we’ll cover

• LLC & entity setup (the practical version): when an LLC helps, what it does not protect you from, and common setup mistakes investors make
• Taxes for real estate investors: basic tax buckets (active vs passive concepts), planning for quarterly payments, and how to avoid surprise tax bills
• Bookkeeping that doesn’t suck: a simple chart-of-accounts approach for REI, what you must track for flips vs rentals, and how to keep records lender/CPA-ready
• Banking & separation: how to stop mixing funds, why that matters, and how it impacts liability protection and deductions
• Systems & workflows: what to do monthly, quarterly, and yearly so you stay clean without spending your life in spreadsheets

### Who this is for

• New investors setting up their business the first time
• Active investors who know their books are messy and want to fix it
• Anyone planning to raise money, get loans, scale a rental portfolio, or partner with others

### What you’ll leave with

A clear setup checklist, a clean “money flow” structure, and a realistic plan to keep your taxes and bookkeeping under control as you grow.

REGISTER HERE

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## Friday Night — Mindset & Communications (Foundation)

7PM - 9PM CST
Purpose: Get people mentally and behaviorally ready to execute, not just “learn.”

• Identity + Goals clarity: What they actually want out of REI (cash now vs equity later, freedom vs replacing income, etc.).
• Investor mindset vs employee mindset: Ownership thinking, patience, consistency, deal repetition.
• Communication frameworks:
• How to talk to sellers without sounding scripted
• How to talk to lenders/partners without sounding unprepared
• How to talk to agents/contractors so you get priority access and real answers
• DISC-style self-awareness: Strengths, blind spots, and what role they naturally fit (deal finder, negotiator, operator, capital partner, etc.).
• Expectation setting: The real timeline, the real work, the real bottlenecks—and how to push through them.

Outcome: You leave with confidence, clarity, and a communication approach that doesn’t sabotage deals.

## Saturday — Find Deals & Funding (Acquisition Engine)

10 AM - 3 PM CST
Purpose: Build the “deal machine” and the money plan—because no deal = no business.

• Where deals actually come from: The highest-yield channels (off-market + MLS + relationships) and what beginners should ignore.
• Deal criteria (“buy box”) setup: What a good deal looks like for wholesale, flip, or rental.
• Lead-to-offer workflow: How to go from lead → conversation → numbers → offer → next step.
• Funding options explained simply:
• Cash, private money, hard money
• DSCR/rental loans basics
• JV structures and what makes partners say yes
• What lenders and capital sources care about: Deal quality, exit strategy, borrower readiness, and credibility signals.

Outcome: You leave knowing how to source deals, evaluate quickly, and match each deal to a realistic funding path.

## Sunday — Putting It All Together (Execution for Buy & Hold + Flips)

10 AM - 2 PM CST
Purpose: Turn “a deal” into “a project that makes money”—systems, numbers, and execution.

### Buy & Hold Track (Wealth Building)

• Rental deal standards: cashflow reality, DSCR readiness, reserves
• Rehab scope + rent-ready strategy (don’t over-improve)
• Property management mindset: tenant quality, maintenance control, ops
• How to scale: repeatable acquisition + financing + operations

### Fix & Flip Track (Income Building)

• Rehab workflow: scope, bids, timelines, draw schedules
• Contractor management: expectations, controls, payment rules
• Holding costs + timeline risk management
• Exit strategy: list vs retail vs alternative disposition

### Integration piece (the “operator” view)

• Choosing a lane (or sequencing lanes): wholesale → flip → rental
• Building your team: agent, lender, contractor, title, PM, CPA/bookkeeper
• Next 30/60/90-day action plan (real execution milestones)

Outcome: You leave with a complete blueprint for either rental investing or flipping—and the operational steps to execute without chaos.

Mastermind Invitation (By Application Only)
This intensive is designed to help everyone level up—but the people who show up prepared, execute, and demonstrate coachability will be invited to apply for our Elite REI Mastermind.
What “excel” looks like (simple + fair):

• You completed the pre-work and participate (not lurking)
• You can clearly explain your goals, buy box, and timeline
• You take feedback well and adjust quickly
• You’re willing to do real work between calls/events
• You’re serious about doing deals—not collecting info

SIGN UP TODAY