Commercial Core Day 2

Learn how to acquire, fund, and scale commercial real estate through partnerships, financial analysis, and innovative capital strategies.

23
Hrs
Mins
Secs
6
1
44
SEGMENTS DURATION
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Instructor Profile

Beckie Lambert

Commercial Core Day 2 Course Description

Commercial Core equips investors with a powerful, real-world framework for succeeding in commercial real estate by combining strategic acquisition, financial discipline, and scalable partnership models. Drawing from decades of experience, Nate and Beckie Lambert guide learners through identifying undervalued opportunities in today’s market conditions, leveraging rising interest rates to acquire properties at discounts, and creating value through multifamily and other asset classes. The course dives into advanced funding strategies, including syndication, nonrecourse loans, HELOCs, retirement funds, and alternative credit tools, while emphasizing risk management, capital structure optimization, and investor relations. Participants learn to analyze deals using key performance metrics, interpret financial statements, and evaluate operators with confidence. The program also explores diverse asset classes and emerging technologies, helping investors align their long-term vision with actionable strategies. By the end, learners will be able to build a compelling investment blueprint, structure deals effectively, and present opportunities that attract capital and drive sustainable growth in commercial real estate.

  • 1

    Pre-Assessment

    Take this pre-assessment to see how much you already know.

  • 2

    Location & Economy

    Location is critical in successful commercial real estate investing. Learn about evaluating local economies, job growth, unemployment rates, income trends, population movement, and government regulations.

  • 3

    Location Data & Resources

    Analyze real estate markets using key performance indicators and practical due diligence techniques to avoid risky investments. Evaluate vacancy trends, rental rate patterns, absorption rates, and the development pipeline.

  • Show all 23 segments

    • 4

      Networking For Partnerships

      The role of mentorship, networking, and strategic partnerships is essential in achieving success in commercial investing. These projects are inherently team-driven, making it critical for investors to build strong relationships with experienced professionals.

    • 5

      Partnership Vetting & Red Flags

      Effectively vet and manage partnerships in commercial real estate to minimize risk and maximize success. Choosing the right partners is critical, requiring careful evaluation of integrity, experience, reputation, and alignment of goals.

    • 6

      Partnership Basics

      Build effective and sustainable partnerships by clearly defining roles, responsibilities, and personal strengths within a team. Outline who handles capital, deal sourcing, financing, operations, and financial tracking, to prevent misunderstandings and conflict later.

    • 7

      Property Managers

      Assembling a skilled team (including accountants, loan brokers, property managers, and operators) who understand real estate and align with the investor’s goals is integral to successful commercial investments.

    • 8

      Aligning Your Team

      Learn the critical role of mentorship, self-awareness, and team dynamics in achieving success in real estate investing. Investors are fundamentally problem solvers and must rely on experienced mentors who can provide guidance through complex challenges.

    • 9

      Building Your Team

      Explore the pivotal role of commercial real estate brokers, attorneys, and contractors in sourcing deals and ensuring successful project execution.

    • 10

      Setting Expectations

      Dive into vetting real estate partners by analyzing real-world “horror stories” and introducing the “Five C’s” of partnerships: focusing on competence, character, capital, consistency, and communication.

    • 11

      Updates & Character

      Identify and avoid high-risk partnerships by recognizing common red flags and applying structured vetting strategies, including reference checks, indirect responses, relationship consistency, financial alignment and operational clarity.

    • 12

      Vetting The Partner

      Advanced partnership vetting strategies include examining financial transparency, capacity, incentives, and risk management in real estate deals to protect capital, avoid legal pitfalls, and build transparent, high-performing partnerships.

    • 13

      Operating Agreements

      Know how to structure a strong and protective operating agreement, defining ownership, responsibilities, decision-making, and financial distribution.

    • 14

      Management Fees and Compensation

      Understand the critical components of structuring compensation, governance, and contingency planning within real estate partnerships and operating agreements. Know the common fee structures best practices for dispute resolution.

    • 15

      Background Checks and Q&A

      Learn Practical tools and real-world strategies for conducting background checks and managing legal safeguards within real estate partnerships, emphasizing the importance of verifying a partner’s history before investing.

    • 16

      Evaluating Misaligned Incentives

      Identify and correct misaligned incentives in real estate partnerships, knowing that financial structures drive behavior and ultimately determine a project’s success or failure.

    • 17

      Rent Roll Analysis

      Explore the critical process of rent roll analysis: tracking tenant occupancy, rental income, lease terms, and vacancy trends to cross-check property financials and identify discrepancies, such as inflated revenue claims or unstable tenant bases.

    • 18

      SEC Lender Requirements

      Master the legal and structural requirements of lending within real estate investments, highlighting critical SEC compliance risks and the importance of properly securing loans.

    • 19

      SEC Active Investors

      Explore the critical distinctions between lending, active partnerships, and securities, learning how structure, control, and compensation determine both risk and regulatory compliance.

    • 20

      SEC Red Flags

      Examines the distinctions between lending, active partnerships, and passive investments (securities), the “Howey Test” and other factors that can trigger regulatory scrutiny.

    • 21

      SEC Common Mistakes

      Master the best practices for structuring joint ventures (JVs) and syndications while navigating SEC regulations to avoid costly legal mistakes. Clearly define voting rights and ensure genuine participation, transparency, and consistent financial reporting.

    • 22

      SEC Quiz & Final Thoughts

      Gain a clear understanding of Regulation D options (506(b) and 506(c)), the importance of preexisting relationships, accredited investor verification, and the required documentation like Private Placement Memorandums (PPMs) and subscription agreements.

    • 23

      Post-Assessment

      Take this assessment to see how much you've learned!

  • 23

    Post-Assessment

    Take this assessment to see how much you've learned!