COMMERCIAL TRAINING

* Due to COVID-19 precaution measures, our Commercial training has been cancelled until further notice.



Module: 1 Core Topic: Commercial Basics  

Date - Instructor:
• Expectation
• Loop Net/CoStar, Organizations, 5 Categories
• Tools of The Commercial Trade Expanded Topic: Marketing & Professional Tactics
• Getting Started, Your Expertise Area
• Scripts, Letters, Communication
• Working with the City, Planning Commission



Module: 2 Core Topic: Commercial Leasing  .

Date - Instructor:
• Lessors/Lessees, all Categories, all Types
• FSG, IG, INN
• Measuring Commercial Space
• Load Factor, Common Area Expanded Topic: Case Study #1 (Gas Station, 7/11 Convenience Store)
• A Real Completed Commercial Transaction Deal
• From Start to Finish All Aspects:
• Marketing, Contract, Negotiations
• Commission, Property by The Numbers
• Environmental Issues
• 1031 Exchange



Module: 3 Core Topic: Commercial Lease Contracts  

Date - Instructor:
• AIR doc’s vs. CAR
• Signage, HVAC, Parking
• Entities, “Bumps,” Commissions
• Special Clauses Expanded Topic: Case Study #1 (continued)
• Gas Station, 7/11



Module: 4 Core Topic: Commercial Property Valuation 

Date - Instructor:
• APOD, PRI, Cap Rate, OpEx
• Income, Expense
• Comps, Cap Rate
• Reposting...Hot Areas of Southern CA Expanded Topic: Case Study #1
• Gas Station, 7/11 Convenience Store March 4



Module: 5 Core Topic: Tax Deferral Methods, Commercial RE  

Date - Instructor:
• 1031 Exchange & IRS & “Like” Properties, Time Limits, Accommodators
• Sect. #453 (Monetizing the Loan)
• TIC (Tenants in Common)
• DST, CRUT Expanded Topic: Case Study #1
• Gas Station and Car Wash



Module: 6 Core Topic: Commercial Lending  

Date - Instructor:
• What Banks to Use…Commercial Loan Brokers
• Indexes, Margins...Terms, Rates, Criteria
• SBA, Investor Loans
• Working Capital, TI’s Expanded Topic: Case Study #1 Conclusion



Module: 7 Core Topic: Valuation Part 2  

Date - Instructor:
• Costs of Projects
• Area Commercial Outlook
• Cannabis Marketplace Update Expanded Topic: Case Study #2
• Actual Completed Commercial Transaction · Finding Properties
• Vetting the Numbers
• Broker Interaction



Module: 8 Core Topic: Specialty Topics  

Date - Instructor:
• Retail Shopping Centers Property Management
• Leasing Agent
• CAM Charges Reconciliation Expanded Topic: Case Study #2 (continued)
• Marketing, Communication · Properties by The Numbers



Module: 9 Core Topic: CCIM & Franchises…. Risk Management a.m.

Date - Instructor:
• Networking, Classes, Tools of the Trade Expanded Topic: Case Study #2 continued
• Valuation, Measuring Space, Amenities



Module: 10 Core Topic: IRR, and the HP Calculator for ROI  

Date - Instructor:
• Calculation of the Long-Term “Hold”
• Acquisition, Disposition Expanded Topic: Case Study #2 (continued) All Aspects of the Deal



Module: 11 Core Topic: IRR & Cap Rate Valuation Exercises  

Date - Instructor:
• Lease Worksheets
• Total Lease Valuation Calculation
• Building vs. Buying…
• Land Oddities Expanded Topic: Case Study #2 Conclusion May 6



Module: 12 Core Topic: Continuing IRR & Cap Rate Valuation Exercises  

Date - Instructor:
• Overall Re-Cap Commercial World
• Responsibilities, Duties
• Q & A
• Special, Requested Topics Expanded Topic: Certificates of Class Completion
• Handout Certificates
• Next Steps for you, Commercial Specialistr