EDUCATIONAL SERVICES

We offer information sessions at our client's locations, that can be
tailored to include any of the following topics depending on our client's
needs.  Our goal is to give investment real estate owners the
information and perspective they need to succeed in all phases of
property ownership.  

PRE-OWNERSHIP PHASE

Choosing the Right Property
Personal Goals and Needs
Professional Goals and Needs
Career Transition Strategies
Strength and Weaknesses
Property Type(s) Criteria
Geographic Area Criteria
General Resource Needs ( legal, accounting, other professionals )
Acquisition Strategies
Property Selection
Letter of Intent to Purchase w/ Terms
Win/Win Purchase Contract Terms & Negotiations
Thorough Due Diligence
Best and Highest Use Strategies
Financial & Schedule Projections
Resource Needs Analysis
Financing Sources & Terms
Ownership Structure Options
Partners or No Partners
Control and Decision Making
Exit Strategies
Timely, Stress-free Closings
Working with all parties involved
Ownership Entity Formation
Legal Representation
Inspections (Structural, Environmental)
Appraisal
Title Clearance
Insurance ( Hazard, Flood, Title )
Financing Commitment
Funds Transfer
Time of the Essence


OWNERSHIP PHASE

Property Management Strategies
Managing Yourself or Using a Property Management Company
Win/Win Property Management Contracts
Evaluating Property Management Companies
Controls and Monitoring
Reporting and Record Keeping
File Systems  
Income and Expense Budgeting, Tracking
Banking
Income Maximization
Collections
Leasing
Expense Minimization
Vendor Management
Routine Maintenance
Emergency Maintenance
Municipal Requirements ( State & Local )
Capital Improvements
Municipal Networking
Development, Redevelopment, Pre-Construction Approvals
Differences between Development and Redevelopment
Controls and Monitoring
Affects of Local Politics
Seeking Variances
Seeking Zoning Change
Master Plans
Municipal Requirements (State and Local)     
Preliminary & Final Site Plan Approvals
Engineering Services
Architectural Services
Environmental Services
Land Planning / Legal Representation     
Construction
Permitting Process
Controls and Monitoring
General Contracting
Trades
Insurance
Construction Management
Construction Financing
Warranty
Marketing Strategies
Comparative Market Analysis
Positioning within the Market
Repositioning into another Market
Condo Conversion
Pricing to Sell
Terms to Sell
Advertising
Protecting Rent Roll
Networking
Sales
Using Real Estate Brokers and Agents...or not.
Packaging a Deal that Makes Sense
Documentation
Sales Contract Negotiations
Qualifying Potential Buyers
Ensuring that you get to Closing

POST OWNERSHIP PHASE
Post mort um
Reevaluation of Personal and Professional Goals
Choosing the Next Property
Owning Multiple Properties



NOTE:  So that discussions provide the most value to the audience, an evaluation
of the attendee's experience level with each desired topic is required.  
Cornerstone Real Estate Organization
Property Owner's Representative Services
Experience
Planning
Execution