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CRE Readiness Assessment

This 3-minute assessment will diagnose bottlenecks and provide a personalized plan to help you make the leap to 5+ unit commercial properties.

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Question 1 of 15

1. Do you have a clear, repeatable system for analyzing the financials of a 5+ unit property (i.e., T-12s, Pro-Formas)?

A

Yes

B

No

Question 2 of 15

2. Are you 100% confident in the difference between a "Cap Rate" and "Cash-on-Cash Return" in the context of Commercial Real Estate?

A

Yes

B

No

Question 3 of 15

3. Have you spoken with a commercial mortgage broker (not a residential lender)?

A

Yes

B

No

Question 4 of 15

4. Do you understand the difference between a DTI-based (residential) loan and a DSCR-based (commercial) loan?

A

Yes

B

No

Question 5 of 15

5. Are you familiar with the basic legal differences between a 506(b) and 506(c) syndication?

A

Yes

B

No

Question 6 of 15

6. Is your current portfolio (1-4 units) running on a system, or does it still feel like a high-effort job?

A

It's a system

B

It feels like a job

C

N/A (I don't have a portfolio yet)

Question 7 of 15

7. Do you have a clear "wealth" goal (e.g., net worth, total 'doors') or are you more focused on immediate "profit" (e.g., monthly cash flow)?

A

Wealth goal

B

Profit goal

C

Neither - I need guidance to establish my goals

Question 8 of 15

8. Do you have a defined team (e.g., lawyer, property manager, bookkeeper) for your current properties? 

A

Yes

B

No

Question 9 of 15

9. Do you have a deal-sourcing method other than the public MLS (e.g., "deal direct to seller", off-market deal pipeline, broker relationships)?

A

Yes

B

No

Question 10 of 15

10. Do you know what a "Cost Segregation" study is and how it impacts your taxes on a larger property?  

A

Yes

B

No

Question 11 of 15

11. Which best describes your current real estate portfolio?

A

I'm just getting started (0 properties).

B

I own 1 - 3 single-family or small multi-family properties.

C

I own 4 - 10+ units, all residential (i.e., single-family, or 2-4 unit plexes).

D

I already own 5+ unit multifamily/commercial properties.

Question 12 of 15

12. What is your #1 desired outcome in the next 90 days?

A

To confidently underwrite a 5-20 unit deal.

B

To get a clear plan for financing a commercial property.

C

To learn how to legally raise capital for my first syndication.

D

To figure out how to find good off-market deals.

Question 13 of 15

13. What is the single biggest obstacle holding you back from buying a 5+ unit property?

A

The Underwriting: "I don't know 'how the f--- to underwrite 5+ units. I'm afraid I'll miss something and overpay"

B

The Financing: "I'm frustrated with commercial lenders and don't know if I can get a 'yes'."

C

Raising Capital: "I don't have the cash for a $2M+ deal and have no idea how to (legally) use other people's money."

D

The Team: "I'm a solo operator and don't have the partners or team to take down a larger deal."

Question 14 of 15

14. Which solution do you think you need most right now?

A

A step-by-step downloadable toolkit (e.g., models, checklists).

B

A comprehensive online course I can take at my own pace.

C

A live, intensive bootcamp with 1-on-1 support.

D

A 1-on-1 'Done-With-You' service or mentorship.

Question 15 of 15

15. What else should we know about your goals or challenges?

Confirm and Submit