Training Manuals
These step-by-step manuals cover each strategy in detail, giving you all the information that you need to get started.
They will also provide you with all the template contracts and documentation that you need, saving you time and thousands of pounds in solicitor fees.
Raising Finance and Joint Ventures
If you are starting out in property with little money in the bank this manual with teach you the skills needed to raise finance and strategically partner with cash-rich investors. Even if you already have finance the skills you will learn in this manual will be crucial for your success.
“Alone we can do so little, together we can do so much” Helen Keller
This includes full written instructions as well as all the contracts and documentation that you need including –
- Joint Venture Agreement Contract
- Joint Venture Heads of Terms
- Joint Venture Roles and Responsibilities Guide
- Non Disclosure Agreement
- Limited Company Set Up Guide
- Personal Loan Agreement
- Unsecured Loan Agreement
- Secured Loan Agreement
Module One:
Work Money Hard
Raise Money Smart
Know The Risks
Know The Potential
Mortgage Lenders Enquire About The Deposit
Bridging Finance Possibilities
The Hypocrisy Of The Banks
Exercise:
Buy To Hold – Property Investors
Buy To Sell – Property
Buy To Refinance
Desperation Gets Expensive
Module Two:
Five Types Of Raised Finance
Secured Loans – Property
Unsecured Loans
Guaranteed Loans
Untapped Monies
Handouts
Module Three:
Armchair Investing
Your GIFT To Investors
The G.I.F.T.S. Formula
Get Them Asking
Initiate The Idea
Find Their Interest
Third Party Selling
Send The Opportunity
Module Four:
Friends and Family
Personal Bank Loan
Don't Commit Mortgage Fraud
Business Loans
Home Equity
Pensions
Sell Home And Rent Instead
Credit Cards
Danger Of Payday Loans
Selling Possessions
Crowdfunding
Business Income
Savings
Put Your Money Where Your Mouth Is
Module Five:
Introduction To Joint Ventures
Safety Is Not In Numbers
Dream Up Your Perfect Partner
Equal Risk Equal Reward
Roles And Responsibilities
Module Six:
Contracts And Solicitors
Forming A Company
Listen To Your Gut
Exit Strategies
Know Your Worth Exercise:
Recreate Yourself
Your Online CV
Post With Purpose
Fill The Gaps
Learn To Network
Elevator Pitch
Website, Phone and Business Cards
Be So Good, They Can't Ignore You
Module Seven:
Intro To Potential Joint Venture Options
Too Young With No Money
Investing From Overseas
Investing From Overseas Without Access To Mortgage
Bad Credit And No Money
Money But No Time
No Confidence
No Landlord Experience
No Money, Time, Credit Or Confidence
Module Eight:
Avoid Resentment
Let Them Walk Away
Setting Expectations
Building A Reputation
Spot The Time Wasters
Five Reasons A Joint Venture Will Fail
Rent 2 Rent Accelerator
Many successful companies control assets that they don't own. Think of Uber who don't own their fleet or Amazon who don't own the majority of their stock. This step-by-step manual will teach you how to control and earn a very good income from properties that you don't own. More importantly you'll be given the correct contracts and documentation to do so legally.
This includes full written instructions as well as all the contracts and documentation that you need including –
- Rent to Rent Lease Agreement
- Rent to Rent Lease Agreement (With Guarantor)
- Rent to Rent ROI Calculator
- Rent to Rent Sales Script
Aim: Get your first R2R deal within 4 weeks of today
Business Planing & Setting Up
Power Of Diarising
Two Main Strategies
Locating Your Patch
Knowing Your Strategy
Selecting Your Management Plan
Establishing Your Goals
Business Loans
Risk Assessing Everything
Registering the Company
Company Name and Business Banking
Insurance and Compliance
Set Up Your £0.01 Website
Business Cards for £11.99
Launching Your NEW Business
Finding Landlords That Get It
Real Life Case Studies
What’s In It For Them?
Length of Agreement
What Stops The Landlord Doing It Themselves
Void Periods
Maintenance Issues
Management Fees
Tenant Issues
Late Payments
Sell Yourself First
Approaching Letting Agents
Doing Business With Agents
Direct To Vendor for SA’s
Direct to Vendor for HMO’s
The Problem With Deal Sources
Social Media Farming
Face To Face Meetings (networking)
Presenting Your Offer
Go For No (Numbers game)
Go For Yes (Skills)
Live Rent To Rent Phone Call Analysis
Always Be Closing
Qualifying the Landlord
Booking a Viewing
Carrying Out a Viewing
Explaining the Idea
Crunching the Numbers
ROI Formula
Submitting Your Offer
Negotiating The Deal
Money Upfront
Works Required
Answering Difficult Questions
Answering Difficult Questions Intro
Have you done this before?
Your company is brand new?
What if you can’t fill the property?
Isn’t this subletting?
Can I think about it?
Send me the details over email?
Why couldn’t I just rent it myself?
Contracts & Due Diligence
Rent-To-Rent Contracts (HMO + SA)
Break Clauses
Checking the Title Deeds
Mortgage Restrictions
Correct Insurance
HMO Rules
HMO Market Research
SA Rules + Market Research
Unfinished Business
Raising Finance
Collaboration Rent2Rents
Getting The Tenants
Quality Tenants Fast
Stage the Property
Money Shot Photos
Listing Your HMO
Listing Your SA
Proactive Call Outs
Orchestrating Open Viewings
Being Rigid Makes You Poor
Sell Your Tenants
Tenant Checks
AST Contracts / Terms of Hire
CRM System
Don’t Stop Advertising
Creating Passive Income
HMO
Bootcamp
House of Multiple Occupation (HMO's) is simply the act of renting out your investment property room by room. While this significantly increases cash flow and your return on investment, there is much legislation and red tape involved. This manual takes you through the entire process from start to finish and teaches you what questions to ask and how to do your own due diligence.
This includes full written instructions as well as all the contracts and documentation that you need including –
- AST (Room Only) Contract
- Excluded Licence Agreement
- Lodger Agreement (Licence)
- Tenancy Deposit Protection Contract
- HMO House Rules
- HMO ROI Calculator
- Licensing Requirement For HMO's Guide
- Termination Notice – Section 8
- Termination Notice – Section 21
- Viewing Inspection Sheet
Module 1 –
Establishing Your HMO Goldmine Patch
The Magic City
The One Hour Rule
Exercise:
Which Areas Work?
Exercise
Expensive Locations Warning
Exercise:
Average Room Rates
Checking The Demand
The Saturation Formula
Checking The Supply
Licensing Checks
Article 4
Buying On The Edges
Planning Permission
Buying Existing HMOs
Finding HMO Managers
Exercise:
No 1 Market Research Strategy
Dummy Adverts
Speaking With Competitors
Local Landlord vs Savvy Investor
Module 2-
Finding Your Perfect HMO Property
Knowing Where To Start
Configuring Four Bedrooms From Two:
Ninja Targeting Your Area:
Three Beds Into Four Beds:
Exercise:
Four Bed Multi-Lets:
Five Bed Problems:
Six Bed Sweet Spot Exercise:
Filter Searches:
Advanced Software
Get Docs Ready
Get Agents On Side
Book Your Big Day
Module 3 –
Checking Your HMO Due Diligence
HMO ROI
Qualifying For A Licence
Refurbishment Requirements
Floor Plan Fails
Exit Strategy
Triple Check the Demand
Energy Performance Certificates
Utility Bills
Council Tax for HMOs
WiFi Check
Article 4 Plans
Suitable Mortgages
Declined Mortgage
Module 4 –
Renovating and Furnishing Your HMO
Overview
Side Door Usage
Moving Walls
Adding Doorframes
Fire Doors
Creating Corridors
Fireplaces
Controlling Heating
Turning Off Lights
Council Guidelines
Fire Safety Checks
Kitchen Guidelines
Room Key Safes
En-suites
Plug Sockets
Bedroom Furniture
Communal Areas and Carpets
TV Licences
Kitchen Essentials
Garden Set-up
Module 5 –
Finding and Managing Your HMO Tenants
Don’t Mix Households
Students
Professionals
Council Tenants
Female Only House Shares
House Rules
Cleaners
Gardeners
Self Manage VS Agent
Advertising on Spareroom, Openrent
Vetting Tenants
HMO Tenancies
Deposit Protections
One Bad Apple
Dealing with Arguments
Evicting Tenants
Budgeting for Problems
Finding an HMO Manager
Commercial Leases
Rent2Rents
Scaling Your HMO Business
Buy, Refurbish, Refinance Masterclass
Buy, Refurbish, Refinance simply put is a 3 step process.
- Buying a property, usually in disrepair and below market value.
- Refurbishing the property and bringing it up to the true market value.
- Refinancing the property at its true value which should allow you to pull out most, if not all your initial investment.
This manual will give you an in-depth knowledge of the entire process
This includes full written instructions as well as all the contracts and documentation that you need including –
- BRR Deal Analyser
- Builders Contract
- Contractor Interview Questions
- Common Refurb and Renovation Costs
- Invitation to Tender Letter
- Schedule of Works Template
- Personal Loan Agreement
- Secured Loan Agreement
- Unsecured Loan Agreement
- Joint Venture Agreement
- Valuation Pack – Example
- Viewing Inspection Sheet
Stage One: Buy…
- Undertaking background research into the local economy; the mix of house types and prices and assessing demand for a specific area.
- Assessing rental value for a specific area and the online resources to be used for this.
- How to approach agents and what to say over the phone.
- Stacking prospective deals
- Financial stacking of figures (2 comparative examples of potential BRRR projects)
- Raising Finance and purchasing the property
- Purchasing with cash
- Re-mortgaging a residential property to release finance for a cash purchase
- Where and how to find Joint Venture investors
- Bridging Finance
- Lease Option Agreements
- Finding suitable properties with sufficient scope for increase in value
Stage Two: Refurbishing the Property
- What to look for in a builder / tradesperson
Stage Three: Refinancing the Property
- How to prepare a valuation pack
- Finding a mortgage broker
Stage Four: Renting the Property
- Viewing checklists
- Damp information
Deal Selling Masterclass
Deal selling is the act of finding a property that is for sale that would make a good investment. Doing due diligence on the property and then selling that information to an investor for a fee.
This step-by-step manual combines both theory and practice as it prepares you to set up a successful deal selling business.
Samuel has packaged and sold hundreds of deals and this manual will take you through the exact blueprint that he has used so successfully.
We have done it all for you, including –
Due Diligence Checklist
- Deal Selling Complaints Policy
Bespoke Deal Sourcing Agreement
- Exclusivity Agreement
Memorandum of Understanding
Non-Disclosure Agreement
Deal Selling Company Terms and Conditions
Co Deal Sourcing Agreement
- Viewing Checklist
Part 1
- What is property sourcing? Who would use it and why?
- How to replace your full time income with property sourcing
- Step by Step business set up and compliance – including costings
- Where to find deals – and tips to spot ones that others are missing
- How to assess the deals (including an example development spreadsheet)
- List of example conversion costs
- How to secure the deal
Part 2
- Building a hot list of investors
- Networking advice
- Information on Bettersourced website to help your conversion rate
- How to market your deals
- Example sales pitch email
- Advice on overcoming investor
objections - How to transfer the offer from your name to the investors name
Lease Option
Bootcamp
A Lease Option agreement is similar to a hire purchase agreement (hp) that is in place when you purchase a car. The only difference is the car will most likely depreciate in value whereas property will most likely appreciate in value.
This manual will guide you through the entire process including finding direct to vendor deals that fit the required criteria and negotiating the deal to completion.
This includes full written instructions as well as all the contracts and documentation that you need including –
- Template Lease Option Contract
- Template AST
- Understanding the Lease Option (the legalities, and options such as buy now pay later)
- What would give the seller motivation?
- Making the agreement Win-Win
- Case Studies to learn from
- Knowing what to offer
- Learning how the recession can bring you deals
- Scrapping negative equity addresses
- Learning how to find direct landlord leads
- Properties that are both for sale and to rent
- Bringing different strategies into your toolbox
- Expanding your network and property circle
- Contacting sellers and keeping it simple
- Example negative equity letter
- Increasing your conversion rate
- Cutting out agents – and getting them onboard with this
- Renting to selling landlords
- How to speak to sellers
- Taking control over the conversations
- How to get financial information from the seller
- Due diligence process
- How to calculate your offer
- Information around mortgage queries
- Information on building surveys
- Information on hidden costs, break clauses and insurance
- What to do at the end of a LOA
- Presenting your offer
- Dealing with objections
- What to do when the owner refuses to sell
- How to know when to walk away
- Using cash flow as a deposit
- Selling/renewing and buying your LOA
Serviced Accommodation Intensive
Serviced apartments are the fastest growing sector in hospitality. The global total of serviced apartments have now reached over one million. This shows a 30% increase over six years, with Europe being cited as a key player.
It generates an incredibly high cashflow and an excellent return on investment. This manual take you through the entire process and provides all needed documentation and contracts.
This includes full written instructions as well as all the contracts and documentation that you need including –
- Airbnb Cheatsheet
- Booking.com Cheatsheet
- Cleaner Contract for Landlords
- Guests Email Correspondance Templates
- Excluded Licence Agreement
- SA Smart Shopping List
- SA Bookkeeping Template
- SA ROI Calculator
Stage One: Buy…
- Undertaking background research into the local economy; the mix of house types and prices and assessing demand for a specific area.
- Assessing rental value for a specific area and the online resources to be used for this.
- How to approach agents and what to say over the phone.
- Stacking prospective deals
- Financial stacking of figures (2 comparative examples of potential BRRR projects)
- Raising Finance and purchasing the property
- Purchasing with cash
- Re-mortgaging a residential property to release finance for a cash purchase
- Where and how to find Joint Venture investors
- Bridging Finance
- Lease Option Agreements
- Finding suitable properties with sufficient scope for increase in value
Stage Two: Refurbishing the Property
- What to look for in a builder / tradesperson
Stage Three: Refinancing the Property
- How to prepare a valuation pack
- Finding a mortgage broker
Stage Four: Renting the Property
- Viewing checklists
- Damp information
Business
Of Property
Investing
Property investment is a business and should be treated as such. In this manual you will learn how to buy property in a tax efficient way, write a killer business plan, negotiate like a master, create a power team so you can systemise your business, brand yourself as an expert and much more.
- JV agreement
- Loan agreement secured
- Loan agreement unsecured
- Employment Contract
- NDA
- Privacy policy
- Complaints Procedure
- Cash flow Forecast
- Memorandum of understanding
- Exclusive Agreement
- Partnership Agreement
- Setting learning outcomes
- Getting yourself in the right mindset
- Understanding the rules for success and the art of selling
- Key behaviours – earning trust, getting people to like you, time management.
- Goal oriented business plans
- Learning the art of creating and cultivating a brand, marketing and selling
- Russel Leeds tips for being a winner
- Psychology of business and finance – what do you have to offer?
- Steps for achieving your financial goals and serving you personal goals
- Learning how to be a speaker : a guide
- A step by step approach for putting together a talk
- Key behavioural checklist for success in business
- Starting and running your own business – a step by step guide.
- Tax efficiency – key points for consideration
- How to build a power team
- Landlord responsibilities (tax, insurance, GDPR, deposits, admin fees)
- Tenant information (due diligence, ending a tenancy agreement, finding a letting agent)
- Writing a step by step business plan
Deal Finding Extravaganza
Manual
In this manual, you will learn how to assess the demand for residential property, depending on location and strategy. This will give you focus and allow you to determine your ‘Patch'
You will learn what to look for when viewing a property and how to carry out due diligence, risk assess and calculate the return on investment.
This includes full written instructions as well as all the contracts and documentation that you need including –
- Memo of Understanding
- Exclusivity Agreement
- Template NDA
- Viewing Inspection Form
- Example Of Due Diligence
- Terms for DIY Starter Pack
- Template Meet The Buyer
DFEHow to find,view, assess, stack and secure deals!Part 1
- How to prime a location and choose a patch
- What is Article 4 and how will it affect you?
- Understanding HMOs and Use Classes
- What to look for when viewing a property
- Understanding the market needs in your patch
- Example plan for the day
- Real Life case study to learn from
- How to systemise and seal the deal
Part 2
- What is property sourcing?
- Inside track to BetterSourced
- Who would use a property sourcer and why?
- How to find investors and overcome objections
- How to replace your full time income with property sourcing
- Business set up and compliance – including compliance costs
- Tips for spotting deals that others are missing
- Assessing the deals
- How to market your deals
- Understanding the sales process
No Money Down Starter Pack
The ‘No Money Down Starter Kit’ includes all the contacts and documents that you will need when implementing Samuel’s ‘No Money Down’ strategies.
- Template Lease Option Contract
- Template AST
- Exclusivity Agreement
- Memorandum of Understanding
- Non Disclosure Agreement
- Viewing Inspection Form
- Deal Selling Company Terms and Conditions
- Deal Selling Template Due Diligence Pack
- Rent to Rent -Management Agreement
- Rent to Rent – Company Let Agreement
- Co Deal Sourcing Agreement
Freedom Formula Contract Pack
This is the contract pack that Samuel takes with him before he starts a ‘Financial Freedom Challenge’. You’ll receive all the template contracts and documentation that you need, saving you time and thousands of pounds in solicitor’s fees.
- Template Company Let Agreement (For Rent-to-Rents)
- Viewing Inspection Form
- Rent to Rent Lease Agreement
- Exclusivity Agreement
- Memorandum of Understanding
- Non Disclosure Agreement
- Company Terms and Conditions
- Template Due Diligence Pack
The Foundations Of Property Investment
It's important that you have a good understanding of the basic principles of property investing before you get started. This manual will provide you with the fundamental knowledge required so that you have the strong foundations in place build your property empire.
Welcome to the Foundations of Property Investment
Chapter One: Think Like A Property Investor 6
1.1: Head In The Game 6
Exercise: 7
1.2: They Lied To You.. 8
Exercise: 9
1.3: Get Rich By Mistake 10
1.4: Property vs Other Assets 11
1.5: Make Money While You Sleep 12
Exercise: 12
1.6: ABC Over XYZ 13
1.7: The Winning Formula 14
Exercise: 14
Chapter Two:
2.1: The Importance of Return On Investment 15
2.2: The Average House 16
2.3: Total Investment 17
2.4: Annual Profit 18
2.5: Interest Over Repayment Mortgage 19
2.6: Who Pays for Maintenance 20
2.7: Paying for Property Maintenance 20
2.8: Calculating Mortgage Payments 21
2.9: ROI Calculator 21
Gross Monthly Profit 21
Rate of Return On Investment (ROI) 22
2.10: ROI Calculator (Part Two) 22
2.11: ROI Calculator (Part Three) 23
Exercise: 23
2.12: Liability Houses 23
Chapter Three: Predicting The Economy
3.1: Buying Through A Recession 24
3.2: Don’t Follow The Masses 25
3.3: Avoiding Capital Gains Tax 25
3.4: When To Sell Your Properties 26
3.5: How The Rich Avoid Taxes 26
3.6: Section 24 Avoidance 27
3.7: The Rules Will Change 27
3.8: Don’t Believe In Everything you Read 27
3.9: Ltd Company vs Individual 28
3.10: Five Ways To Avoid Stamp Duty 29
Chapter Four: Choosing the Right Property
4.1: Three Golden Rules: 30
These are the three golden rules to make sure you are buying correctly. 30
4.2: Correlation Between Rent and House Prices 30
4.3: Formulae not Feelings 31
Exercise: 31
4.4: Off Market vs On Market 32
4.5: Auctions 32
4.6: Modern Auctions 33
4.7: Non-Standard Construction 34
4.8: On-line Agencies 35
4.9: Cash Buyers Only 36
4.10: Bad Condition 37
4.11: Shared Ownership 38
4.12: Retirement Homes 39
4.13: Leaseholds 40
4.14: Repossessions 41
4.15: Find a Deal From Scratch (Part One) 42
4.16: Real Life ROI 45
4.17: Go Find A House 46
Exercise: 46
Chapter Five: Avoiding Bad Tenants
5.1: Types of Bad Tenants 47
5.2: Investment Areas To Avoid 47
5.3: Inventories 48
5.4: Deposits 48
5.5: Assured Shorthold Tenancy Contracts 48
5.6: Scammer Tenants 49
5.7: Peace of Mind Checks 49
5.8: Choosing the Right Letting Agency 50
Chapter Six: Avoiding Bad Houses
6.1: Don’t Buy A Lemon 51
6.2: Types of Survey 51
6.3: Choosing The Right Solicitor 51
6.4: Naked Eye Traps 52
6.5: Energy Performance Certificates – EPCs 53
6.6: Planning Performance Licence Certificates Required 53
6.7: Risk of Flooding 54
6.8: Mine Shafts 54
6.9: Ransom Strips 54
6.10: Flying Freeholds 55
6.11: Japanese Knotweed 55
Chapter Seven: Knowing The True Market Value
7.1: Asking Price Is Irrelevant 56
7.2: Cracking the Code 56
7.3: Key On-Line Portals 57
7.4: Checking Competition 57
7.5: Like For Like Sales 58
7.6: Negotiating Bargain Properties 59
Chapter Eight: Knowing The True Market Rent
8.1: What’s Renting 60
8.2: Hack To See What’s Rented 61
8.3: Getting Information From Agents 62
Chapter Nine: Take Further Action
9.1: Clinch A Deal 63
Exercise: 63
9.2: Overcoming Fear 64
9.3: The Art Of Making Decisions 65
Exercise: 65
9.4: Deal Selling Master Class 66
9.5: Lease Option Agreements 67
9.6: HMOs and Rent To Rent 68
9.7: Serviced Accommodation and Rent to Serviced Accommodation 68
9.8: Buy, Refurbish, Refinance and Rent – Raising Finance and Joint Ventures 69
Chapter Ten: Financial freedom Planner
10.1: Your Financial Freedom Figure 70
Exercise: 70
10.2: Make It Simpler 71
Exercise: 71
10.3: Pay Yourself First 72
10.4: The Very Best Investment 73
10.5: The Ultimate Goal 73
10.6: Keys To A Guaranteed Win 74
Useful Contacts: 75