Level Up Learning

Investors don't buy on emotion; they buy on returns. This elective teaches you the numbers behind why residential real estate builds lasting wealth, so you can run them yourself and speak your investor clients' language.

You'll work through leverage (how financing multiplies the return on the cash an investor actually puts in), cash flow and appreciation, the tax benefits of investing including depreciation and deferring gain on sale, how to determine an investor's criteria and match them to the right property, and additional strategies like owner-occupied income property, Delaware Statutory Trusts, and REITs.

Five units, hands-on calculations, an investor-matching activity, and real-world examples, taught live and interactively like every Level Up Learning class.

Learning Objectives

• Explain the core reasons real estate builds wealth compared to other investment vehicles
• Calculate the impact of leverage, cash flow, appreciation, and debt pay-down on investment returns
• Identify the tax benefits available to real estate investors, including depreciation and deferred gain
• Apply the 7 core criteria to match an investor client with the right property
• Describe additional investment strategies, including owner-occupied income property, Delaware Statutory Trusts, and REITs