Intermediate
3.5 Working the Room: Brokers, Attorneys, PMs & Municipalities
- 9 Sections
- 35 Lessons
- 36 Quizzes
The Deal Team, Who's Actually in the Room
4 Lessons4 Quizzes
- Lesson 1.1: The Seven People Who Touch Your Deal Before You Get the Keys
- Quiz 1.1: The Seven People Who Touch Your Deal Before You Get the Keys
- Lesson 1.2: Who Represents Whom (and Where the Conflicts Actually Live)
- Quiz 1.2: Who Represents Whom (and Where the Conflicts Actually Live)
- Lesson 1.3: How Each Player Gets Paid (and What That Shapes)
- Quiz 1.3: How Each Player Gets Paid (and What That Shapes)
- Lesson 1.4: The Deal Team as a System (How Alignment Failures Kill Transactions)
- Quiz 1.4: The Deal Team as a System (How Alignment Failures Kill Transactions)
Brokers, Listing Side vs. Buy Side
5 Lessons5 Quizzes
- Lesson 2.1: How Listing Brokers Are Chosen and What Goes Into an OM
- Quiz 2.1: How Listing Brokers Are Chosen and What Goes Into an OM
- Lesson 2.2: Buyer's Broker Representation: Agreements, Value, and the Agency Question
- Quiz 2.2: Buyer's Broker Representation: Agreements, Value, and the Agency Question
- Lesson 2.3: Commission Structures: Co-Op Splits, Net Commissions, and the Economics of a $5M Deal
- Quiz 2.3: Commission Structures: Co-Op Splits, Net Commissions, and the Economics of a $5M Deal
- Lesson 2.4: What Brokers Actually Know (and What They're Legally Required to Disclose)
- Quiz 2.4: What Brokers Actually Know (and What They're Legally Required to Disclose)
- Lesson 2.5: Using Brokers for Market Intelligence Without Buying a Thing
- Quiz 2.5: Using Brokers for Market Intelligence Without Buying a Thing
The Real Estate Attorney, Deal Counsel
5 Lessons5 Quizzes
- Lesson 3.1: What a CRE Attorney Does That a Generalist Can't
- Quiz 3.1: What a CRE Attorney Does That a Generalist Can't
- Lesson 3.2: Evaluating a CRE Attorney: What to Ask, What to Look For
- Quiz 3.2: Evaluating a CRE Attorney: What to Ask, What to Look For
- Lesson 3.3: PSA Negotiation: The Six Clauses Your Attorney Should Always Push Back On
- Quiz 3.3: PSA Negotiation: The Six Clauses Your Attorney Should Always Push Back On
- Lesson 3.4: Closing Coordination: Who Does What in the Last Ten Days
- Quiz 3.4: Closing Coordination: Who Does What in the Last Ten Days
- Lesson 3.5: Attorney Fees: Hourly vs. Flat Fee, What's Normal for a $3M Transaction
- Quiz 3.5: Attorney Fees: Hourly vs. Flat Fee, What's Normal for a $3M Transaction
Property Management, Operators vs. Investors
4 Lessons4 Quizzes
- Lesson 4.1: What Property Managers Actually Do vs. What Owners Think They Do
- Quiz 4.1: What Property Managers Actually Do vs. What Owners Think They Do
- Lesson 4.2: PM Fee Structures: Percentages, Leasing Fees, and the Markups You Need to Know
- Quiz 4.2: PM Fee Structures: Percentages, Leasing Fees, and the Markups You Need to Know
- Lesson 4.3: The PM Agreement: Key Terms to Negotiate
- Quiz 4.3: The PM Agreement: Key Terms to Negotiate
- Lesson 4.4: Self-Management vs. Third-Party: The Decision Framework
- Quiz 4.4: Self-Management vs. Third-Party: The Decision Framework
Lenders as Deal Team Members
4 Lessons4 Quizzes
- Lesson 5.1: How to Present a Deal to a Lender
- Quiz 5.1: How to Present a Deal to a Lender
- Lesson 5.2: What Lenders Care About Most at LOI Stage vs. Commitment Stage
- Quiz 5.2: What Lenders Care About Most at LOI Stage vs. Commitment Stage
- Lesson 5.3: The Appraisal Process: What Lenders Order, What Appraisers Look For, and What Buyers Can Influence
- Quiz 5.3: The Appraisal Process: What Lenders Order, What Appraisers Look For, and What Buyers Can Influence
- Lesson 5.4: The Closing Timeline from the Lender's Perspective: When to Follow Up, When to Back Off
- Quiz 5.4: The Closing Timeline from the Lender's Perspective: When to Follow Up, When to Back Off
Title Company and Escrow
4 Lessons4 Quizzes
- Lesson 6.1: What the Title Company Does vs. What the Title Insurer Does
- Quiz 6.1: What the Title Company Does vs. What the Title Insurer Does
- Lesson 6.2: The Escrow Process: How Earnest Money Is Held, Released, and Disputed
- Quiz 6.2: The Escrow Process: How Earnest Money Is Held, Released, and Disputed
- Lesson 6.3: ALTA Settlement Statement Walkthrough: What Every Line Means
- Quiz 6.3: ALTA Settlement Statement Walkthrough: What Every Line Means
- Lesson 6.4: Post-Closing Title Insurance Claims: How They're Made and How Common They Actually Are
- Quiz 6.4: Post-Closing Title Insurance Claims: How They're Made and How Common They Actually Are
Municipalities, Zoning, Permits, and the Political Risk
5 Lessons5 Quizzes
- Lesson 7.1: Zoning as the Invisible Hand in CRE: Use-By-Right vs. Conditional Use vs. Variance
- Quiz 7.1: Zoning as the Invisible Hand in CRE: Use-By-Right vs. Conditional Use vs. Variance
- Lesson 7.2: How to Read a Zoning Code and Identify Development Potential or Restrictions
- Quiz 7.2: How to Read a Zoning Code and Identify Development Potential or Restrictions
- Lesson 7.3: The Permitting Process: Building Permits, Occupancy Certificates, and Closing Delays
- Quiz 7.3: The Permitting Process: Building Permits, Occupancy Certificates, and Closing Delays
- Lesson 7.4: Municipal Special Assessments and How They Appear on the Closing Statement
- Quiz 7.4: Municipal Special Assessments and How They Appear on the Closing Statement
- Lesson 7.5: Working with Planning Departments: When to Hire a Land-Use Attorney vs. Going Yourself
- Quiz 7.5: Working with Planning Departments: When to Hire a Land-Use Attorney vs. Going Yourself
Capstone, Manage a Deal Through Closing
4 Lessons4 Quizzes
- Lesson 8.1: The Scenario: 47 Elm Street
- Quiz 8.1: The Scenario: 47 Elm Street
- Lesson 8.2: The Analysis: Assigning Issues to the Right Deal Team Member
- Quiz 8.2: The Analysis: Assigning Issues to the Right Deal Team Member
- Lesson 8.3: The Decision: Close, Renegotiate, or Walk
- Quiz 8.3: The Decision: Close, Renegotiate, or Walk
- Lesson 8.4: The Pro Lens: How an Experienced Investor Reads This Deal Differently
- Quiz 8.4: The Pro Lens: How an Experienced Investor Reads This Deal Differently
Final Exam
1 Quiz
Brokers, attorneys, property managers, lenders, and municipalities all decide your outcome. Learn to work each one.
You cover listing-side and buy-side brokers, the attorney as deal counsel, what property managers see that owners miss, and how lenders, title, and escrow fit. A full module covers municipalities, zoning, and political risk, the quiet deal-killers.
Eight modules, 35 written lessons, 137 practice questions, and a graded final exam with a certificate. The capstone manages a deal through closing. Self-paced, 12 months of access included.
Run the deal team, all the way to closing.
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