16-week Online Masterclass covering the pillars of the Property Strategy Method and how you can systemise in order to create a property business that gives you Freedom, Money, and Time.
We will take you 'under the hood' and share in detail the acclaimed Property Strategy Method using the Tomes Homes structures, systems, and processes that enable us to go on holiday every 6 weeks, as an example.
Over the 5 modules we show you how to create the systems across every area of your property business:
- Sourcing & Acquisitions: consistently attracting the right type of property deals to you, and how to ensure they legally complete with your minimal involvement
- Funding: consistently attracting the right type of investment to you (in a legal way that complies with FCA regulation) and ensure that you have BOTH the Deals AND the Funding at the same time
- Delivery: deliver on multiple property projects efficiently without your constant involvement
- Financial Management: ensure you have a scalable and financially healthy business that can sustain itself through both the good and bad times ensuring you can sleep well at night!
- Team: find, grow and retain a team for your property business that you enjoy working with so that you don't have to do everything yourself!
The Property Strategy Systems Masterclass is designed to:
- Give structure to your property business across the 5 pillars of the Property Strategy Method
- Remove any mystery around 'Systems', 'Leverage', and ‘Processes' and what this means for a property business so that you know the DETAIL of how to do this
- Remove any confusion about what systemising a property business actually means so that you know what you need to do to systemise yours
How does the Online Masterclass work?
- Every week for 12 weeks, 2-3 new classes will be released for you to attend
- The video tutorial classes will be released every week on a Monday
- You can attend these classes at a time that suits you during the week around your current schedule
- The course is designed to be flexible around your life, but also to keep you pushing through the individual classes on a weekly basis. Say for example, you have a very hectic week, you could miss a week and catch up with two lots of classes the following week.
- You can attend from anywhere in the world, and in any environment that suits your learning (from your office, to your living room, to a sun lounger!) - all you need is a WiFi connection
- There will be between 1-2 hours of lesson time each week (depending on the specific module & classes)
- The course is 12 weeks, but all the videos will be available to you for 16 weeks in total - so you have time at the end of the course to catch up on any of the classes you may have missed, or re-watch any of the classes
Property Strategy
Systems Masterclass
PRICE:
£595.00
ACCESS VALIDITY:
On-demand,
One year upon enrollment
Is Property Strategy Systems Masterclass for me?
This Online Property Masterclass is for you if you agree with any of the following statements:
- You are an experienced property investor looking to professionalise and systemise your property investing
- You are a new property investor looking to get a head start on setting up the right systems and processes to be able to successfully scale
- You want to create a property business that would give you Freedom & Time and it feels like you may have created yourself another job
- You don't want to be involved in the day-to-day tasks within your property business and want to find out how systems and teams can help you to do this with minimal headaches
- You are looking to strategise your business and want more detail of how the 5-key areas relate to property specifically - You want to leverage the work of another property investment business who has spent 1000s of hours systemising so that this can be as simple as possible for you
Any other questions? Please drop us an email to [email protected] and we'll get back to you!
Get your access here
John Franks
The property systems masterclass will guide you to your goals, and more importantly keep you in check and prevent you from being distracted by what seems like an never ending tide of business and property opportunities.
Without the structure, systems, planning and strategic thinking that this programme gives any investor will fall into the trap of achieving their property goals, yet not achieve their lifestyle goals and hence will live the 'I am working full time in property' dream but will fail miserably on the lifestyle goals they have set - if indeed they have even taken the time to set any.
Through this programme I am confident that not only will I achieve the property targets I have set myself, but what is more important to me is the lifestyle I wish to achieve. I have a 5 year plan and the lifestyle I wish to achieve is very much on target.
Abdul Momoh
Since joining the property strategy systems masterclass, I have gained serious traction in the approach to my business.
With the help of jackie, I have been able to focus on one model and prioritised on the others accordingly.
What I’ve found is that I’m attracting investors that have bought into my strategy and willing to put money into my projects on a jv basis.
Sarah Hunter
The Systems Masterclass was a complete game changer for me. I always thought I was an organised person, but after doing the course I realised how disorganised I actually was.
Before, I was running my business using bits of paper, lists, and my memory. That might work for some people, but not if you want to stay on top of everything and scale.
The systems I learned through this course have allowed me to grow my business while spending far less time on admin. It’s even helped in my personal life. The content was easy to follow, the explanations were clear and detailed, and even as a self-confessed technophobe I could understand and implement it. I scheduled time each week to watch the videos and take action, and that made all the difference.
There’s still so much more in the course that I haven’t used yet — but I know I will as my business continues to grow. I couldn’t recommend it more.
Anonymous
The Property Systems Masterclass from Jackie and Dave is brilliant and in my opinion the best residential property investment training course on the market for investors specialising in a single rental business model.
The breadth, depth and quality of content on offer is unmatched, and Jackie presents it in an easy to follow, engaging and enjoyable manner. PLUS, you also get paperwork, documents, templates etc so you can go and implement them with ease into your own business.
By using the tools and techniques Jackie shares, be under no illusion you will become more successful in your investing. Amazing value for money and a no-brainer...
The course has provided me with the clear plan, actions, focus and confidence I need and am already reaping the rewards!
Course Outline
SOURCING & ACQUISITIONS
Deal Criteria:
- Defining your property business opportunity
- How this translates into your Deal Criteria
- The numbers to consider
- Making an achievable Deal Criteria
- Detailed Deal Criteria examples
- Bringing together Service & Opportunity
- Getting clarity on your Deal Criteria over time
Sourcing Plan:
- What is a Sourcing Plan
- Lead Sources to consider
- Step-by-step through Sourcing Methods
- Creating a process around your Leadsource
- Example step-by-step Sourcing Process
- Recurring Sourcing Tasks
- How to use your Deal Criteria in your Sourcing Plan
- Outsourcing your Sourcing - Your Step-by-Step guide
- Diary Management process
- Your Viewing Checklist
- Systemising your first viewing
- Initial Deal Assessment
- How your process will differ across different leadsources
- Next level Sourcing Outsouring
- Sourcing Co-ordinator Role
- Managing ROI
Deal Pipeline:
- Your Deal Pipeline options
- Setting-up your Deal Pipeline
- What information to store and where
- Regular Pipeline Reviews
- Sourcing Co-ordinator Role (continued)
- Acquisitions Manager Role
Acquisitions Process:
- Acquisitions Process Step-by-Step Guide
- Down & Dirty Deal Analysis
- Deal Analysis Level 2
- Refurb Estimation Tool
- Negotiation Systemisation
- Expectation Setting
- Paperwork Systemisation
- Sourcing & Acquisitions Team Structure & how it evolves
Relationship Management:
- CBA Relationship Management Process Step-by-Step
- Acquisitions Key Parties
- Acquisitions Manager Role
DELIVERY
- Sub-functions of Delivery
- Tools, Systems, Processes
- Key Systems
Task Management:
- Delivery Team Structure
- Delivery Director Role Overivew
- Key Tools for Task Management
- Asana Task Management
Diary Management:
- Time Blocking Step-by-Step
Email Management:
- Inbox Management System Step-by-Step
Systems & Processes:
- Accounting System
- Password Management
- Efficient Notetaking
- Social Media Outsourcing
- Online Filing System & Virtual Office Set-Up
Corporate Lending:
- Arms Length Admin
- Signatures from around the world!
- Corporate Lending Manager Role Overview
- Comparable Documentation Process Step-by-Step
- Finance Planning
Lettings:
- In house or Outsource?
- Lettings Manager Role Overview
- Keys!!
- Our Properties Pipeline
- Master Property Info Spreadsheet
- Arrears Management & Evictions Process
- Tenant Changeover Best Practice
- Reminder Process
Accounts:
- Rent Received Process
- Making Payments
- Utility Bill Payments
Capacity:
- What is it and why do you need to know it?
- Managing your Capacity considerations
- Business capacity
- Personal capacity
- Linking back to Diary Management System
Refurbishment:
- Considering the End-User
- Refurb Project Manager Role Overview
- Refurbishment Specification
- Contractor Payments
- Expectation Setting & Contracts
- Snagging
- Refurb Completion Checklist Process
- Tenant Handbook
TEAM
Values
- 7-Steps to uncovering your Business Values
- Examples
- Articulating your Values
- Hiring & Firing &ith Values
- Testing Values
- Building your Brand with Values
Team Map
- What is a Team Map & why do y&u need one?
- Hierarchy of Roles
- Creating your Team Map
- Team Structure Examples across every area of the business
- Advisors
- Hiring Priorities
- Growing with your team
- How do you afford to hire?
Management & Communication
- Choosing your Communication Methods
- Chain of command
- Managing your contractibility
- Notification settings
- Step-by-step guide to delegating without abdicating Task & Process Wr&te-Up methods
- Using tech to make your outsourcing easier
- Strategic Meetings
- Regular Team Meetings
Nurture & Review
- Retaining great people
- Creating happy team members
- Progression plans
- Review Meetings
- 4-Key Areas of Expectation Setting
- Determining the wrong fit
- Creating your Disciplinary Process
Skillset & Profile
- Wealth Dynamics
- Examples of how different profiles can complement each other
- Where do you want to be in your organisation?
Contracts & Hiring Process
- Step-by-step through a hiring process
- Role Clarity
- Writing a Job Spec
- Recruitment Methods
- Interviews
- Task Based Testing
- Personality Profiling
- Contracts
- HR Consultants
- Cash-flowing your Hires
FUNDING
Investor Avatar:
- Investor Service
- Your USP
- Your Investor Avatar in detail
- Detailed examples
- Low hanging fruit
- Market Research
- How this links to systemisation
Attraction Plan:
- Marketing vs. Attraction
- Finding your Avatar
- Methods to consider
- W.O.O.L Quadrant
- Content Marketing Model
- Example Attraction Plan
- Logistics of brining the plan to life
- Your Elevator Pitch
- Talking to your Avatar
- Outsourcing Copywriting
- Social Media Marketing Plan
- Measuring Effectiveness
- Replicating what works
- Funding Team Structure
- When does marketing end and sales begin?
- Moving into Investor Pipeline
- When to start?
Investment Pipeline:
- What is an Investment Pipeline?
- Pipeline Options
- Step-by-step guide to setting up your Investor Pipeline
- Pipeline Statuses
- What information to store where
- Investment Strategy Consultation
- Team Members
- FCA Statements & Proof of Funds
- Proposing Structures & Deal Examples
- Heads of Terms
- Creating a Deal Pack
- Outsourcing Investor Pipeline
- Pipeline Management
- Regular Reviews
Investor Relations:
- What are Investor Relations?
- Reputation
- Communications
- Investor Relations Team
- Investor Development Manager Role
- Investor Relationship Role
- Investor Co-ordinator Role
- How the whole process links together
FCA, Legals & Contracts:
- FCA PS13/3 & COBS
- Investor Types
- Investor Statements
- How the FCA requirements fit within your Investor Pipeline
- Documentation & record keeping
- Financial Promotion
- Benefits
- Deal Structure Considerations
- Contract Types
- Security
FINANCIAL MANAGEMENT
- Finance Director Role Overview
Profit &Loss
- What is a P&L?
- Process for bringing your P&L into the ‘present'
- Income & Expenditure
- Getting data in the right place!
- Bank Accounts
- Accountancy System in Detail
- Daily Invoice Reconciliation Process
- Invoice Alternatives
- Bookkeeping Queries Process
- Bookkeeper Role Overview
- How to find a Bookkeeper
- Sorting out messy accounts!
Cashflow (business & Project)
- Bringing the past and the future together
- Business Cashflow Statement Overview & &ey elements you need to know
- What is in the bank account
- Review Process
- Making decisions based on this data
- File management
- Cost cutting
- Feeding in the Property Pipeline
- Finance Manager Role Overview
- Project Cashflow - what is it, why do you need it and how do you do it
Balance Sheet
- What is on a balance sheet
- Asset Examples
- Liabilities Examples
- What the balance sheet is there to tell you
- Finance Planning
- Balance Sheet Example
- Getting your Balance Sheet up-to-date
Structures
- What legal structures can you consider?
- LTD Company Structure 101
- Equity vs. Debt Overview
- Equity vs. Debt upsides & do&nsides
- How this links back to your Balance Sheet
- Group Structure Example & Be&efits
- Power Team
- Gearing up considerations
- Sourcing & PM Fees
Follow-up Processes
- What are Follow-Up Processes?
- Maximising Profitability
- Team Meetings
- Status Meeting
- What to cover in your Status Meeting
- Task Management Follow-Ups
- Reporting & KPI&s
- Example KPI's
- KPI’s as you scale
Risk Management
- External Risks to manage
- Interest Rates Rising, Market Changes, Finance Product Changes
- Regulation & Taxa&ion Changes
- Timelines Extending
- Loan Repayment Planning
- Internal risks to manage
- Budgets
- Unexpected maintenance costs
- Cash Reserves
- Money Allocations
- Business Partners
- Contracts
- Security
- Risk Assessment Model & Next&Steps
Documents included on PSSM:
- Example Refurb Estimator
- Example Full Deal Analyser
- Example Down & Dirty Deal Analyser
- Example Deal Criteria 1-Pager
- Example Viewing Checklists
- Deal Pack Template
- FCA Investor Statements
- FCA Exemption Record Keeping Document
- Social Media Posts Template Example
- Example Refub Spec
- Rent Received Spreadhseet
- Keys Signing Out Sheet
- Master Property Info Spreadsheet
- Portfolio Figures Spreadsheet
- Refurb Completion Checklist
- Financial Planning Document
- Project Cashflow Example
