Investment Crunch Time: Crunching Numbers with Confidence

Thursday, October 26, 2023 (1:00 PM - 5:00 PM) (MDT)

Description

Registration is currently full. MOR staff will reach out to those on the waiting list if and when space becomes available. This course is only available for in-person attendance. 

Helping Your Customers ‘Crunch the Numbers’ to Make an Educated Financial Decision

Eligible for 4 CE Hrs.

Learning Objectives: 

  • Explain to a customer the various terms they may hear when discussing investment property.
  • Explain what a Cap Rate is and how it is related to evaluating an investment property.
  • Describe what NOI (Net Operating Income) is to a customer and its role in calculating the Cap Rate.
  • Explain how compound interest works on a mortgage.
  • Calculate the number of payments given the interest rate and present value.
  • Describe what ‘Cash-on-Cash’ means for an investor.
  • Calculate the Cash-on-Cash return given specific parameters that a customer might encounter.
  • Show an investor the difference between their Investment amount at the beginning of the year, versus the amount invested at the end of the year.
  • Explain to an investor what ROI (Return on Investment) means as it relates to choosing an investment property.
  • Explain what Debt Services is and how it impacts the profitability of a property.
  • Explain what IRR (Internal Rate of Return) is and how it is used when choosing an investment property.
  • Provide a brief overview of the tax benefit of an investment property.

About the Instructor: 

Joshua Cadillac

ACE, CCIM, CDPE, MCNE, CRS, CRB, ABR, GRI, RSPS, CSSA, CCFA, CIAS, MRETE, e-Pro, SFR, BPO-R, CFA Master, TRC, LMB, AHWD, C-Rep, M-rep, CPMS, CIPS, DPP, PSA, ASP, SRS, LGC, CAM, LHI, Leed AP, RRP, LMA, LMR

Prior to entering the real estate industry as an agent, Josh was a commercial real estate investor and business owner of restaurants and other related companies. He started in real estate full time in 2008 and within the first two years, earned his broker license and many of the most prestigious real estate-related designations that exist. After a few years Josh transition into a leadership role at the brokerage where he worked, assisting, training, and even mentoring agents to help them achieve success and reach their full potential in real estate. During this time, he learned the mistakes that many agents make that the successful agents avoid and developed his philosophy of “not just closing deals but closing customers for life.”

Investors are one of Joshua’s specialties and one of the many clients he enjoys working with. Joshua has robust knowledge of the financial aspect of real estate and has worked as an investor himself, successfully flipping numerous properties both distressed and non-distressed. Josh took his passion for investing and helping agents close more deals (and customers) they already had and put together the ACE 2-day training course. Recognizing the tremendous lack of financial literacy that exists in popular culture he also wrote an easy to understand guide to how money works called The Roadmap to the American Dream.

Since then Josh has written several courses on how to achieve excellence in the various parts of the real estate business. He continues to work with clients in buying and selling their property, honing his skills, and making sure the information he provides is the most accurate and relevant it can be for the agents he teaches.

When he isn’t busy closing deals and teaching, Josh enjoys a number of interests and hobbies including writing, ballroom dancing, reading, playing board games, watching a great movie, and traveling the world.



Pricing

Free CE class for MOR Members, $48 for Non-Members.

DoubleTree by Hilton - Edgewater
100 Madison Street
Missoula, MT 59801 United States
Event Contact
Sonya McCloney
(406) 728-0560
Send Email
Thursday, October 26, 2023 (1:00 PM - 5:00 PM) (MDT)

Class starts promptly at 1:00pm, and you may not be permitted to join the class if arriving after 1:10pm.

Categories
CE Course
Commercial Real Estate
Registered Guests
48
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