Savvy Investor Summit
April 11th - 12th 2026 | 7 AM to 5 PM PST
Limited Seating: Only 100 spots available—register now to secure yours!
Foundations of Real Estate Investing Getting Started & Scaling Your Real Estate Business
Have you ever wondered why some people choose one investment strategy over another? Are you curious about exploring a new strategy but held back by fears of potential risks or a lack of knowledge? Maybe your current investment approach isn’t yielding the results it used to, and you’re ready to consider other options.
That’s exactly what our upcoming Savvy Investor bootcamp is all about—learning the different real estate investing strategies, understanding their strengths and challenges, and deciding which one is the best fit for you. Join us to uncover the good, the bad, and the ugly of real estate investing so you can make informed decisions for your future.
Day 1: Foundations of Real Estate Investing:
Getting Started
Designed for new and early-stage investors to build a rock-solid foundation and avoid costly mistakes.
1. The Building Blocks of a Successful Real Estate Business
- Understanding the difference between “doing deals” and running a real estate business.
- Setting clear personal and financial goals to define your investing strategy.
- Identifying your why: building wealth, cash flow, or long-term freedom.
2. The Investor Mindset & Habits of Success
- Breaking through fear, doubt, and analysis paralysis.
- Habits and decision-making frameworks of top investors.
- Creating a sustainable game plan to stay consistent.
3. Real Estate Investing Strategies 101
- Exploring core strategies: buy-and-hold, BRRRR, flipping, wholesaling, multi-family, and development.
- Choosing the right approach based on risk tolerance and resources.
4. Understanding Your Market: Where & When to Invest
- How to identify strong markets using real-world data.
- Reading key indicators like vacancy rates, rent trends, migration patterns, and employment growth.
- Avoiding “shiny object” syndrome when picking locations.
5. Deal Analysis Fundamentals
- The numbers every investor must know: cash flow, cap rates, NOI, ROI, and DSCR.
- Real-world examples of analyzing a property step-by-step.
- Quick formulas for making go/no-go decisions fast.
6. Financing Foundations: Getting Deals Funded
- Overview of traditional mortgages, CMHC programs, and creative financing.
- Understanding debt service coverage ratios and lender expectations.
- Building relationships with mortgage brokers and private lenders early on.
7. Risk Management & Legal Basics
- Protecting yourself with proper legal structures and contracts.
- Key agreements: purchase contracts, joint ventures, and private lending agreements.
- Insurance and liability considerations most new investors overlook.
8. Tenant & Property Management Essentials
- Systems for screening, onboarding, and retaining great tenants.
- Understanding landlord responsibilities and avoiding common tenant pitfalls.
9. Action Planning: Your First 90 Days as an Investor
- Turning information into action.
- Building a step-by-step plan for finding your first (or next) deal and assembling your support team.
Day 2: Scaling Your Real Estate Investing Business
Shift from individual deals to building a scalable, profitable, and sustainable business.
1. The Investor CEO Mindset
- Transitioning from “hands-on operator” to business leader.
- How to stop being the bottleneck and lead for growth.
2. Structuring Your Real Estate Business for Scale
- Building the right entity structures for taxes, liability, and growth.
- Creating a business framework to run like a true company, not a hobby.
3. Building Your A-Team
- Identifying the key roles every growing investor needs: property managers, contractors, accountants, lawyers, and more.
- Knowing what to outsource versus keep in-house.
- Strategies for finding and vetting great team members.
4. Systems & Processes to Scale Smoothly
- Creating repeatable workflows for acquisitions, renovations, leasing, and asset management.
- Leveraging technology and automation to reduce time spent on repetitive tasks.
- Sample SOPs (Standard Operating Procedures) every investor should have.
5. Advanced Financing & Raising Capital
- Scaling beyond your own money and borrowing capacity.
- How to structure joint ventures and attract private capital.
- Presenting deals with professionalism and compliance in mind.
6. Portfolio Management & Maximizing NOI
- Strategies to increase revenue and decrease expenses.
- Managing multi-property portfolios like a pro.
- KPI tracking and dashboards for better decision-making.
7. Navigating Challenges at Scale
- Handling vacancies, bad contractors, market downturns, and legal disputes.
- Crisis management systems to protect your portfolio.
8. Partnerships for Growth
- Structuring win-win collaborations with other investors or businesses.
- Avoiding partnership pitfalls with clear agreements and expectations.
9. Exit Planning & Long-Term Wealth Building
- Preparing for refinancing, selling, or transitioning into passive ownership.
- Creating a legacy strategy for generational wealth.
10. The 90-Day Scaling Sprint
- Building a short-term action plan to implement systems, secure capital, and set growth milestones immediately after the event.
April 11th - 12th 2026
7 AM to 5 PM PST
LIVE Virtually ZOOM
FREE *
* Recording and Access To Resources Available for $87.00
YOUR SEAT IS WAITING
Register Now!
YOUR SEAT IS WAITING
You can’t afford to miss the Savvy Investor Summit! Sign up now for two days of explosive real estate education, and amazing networking. Register today and secure your spot and elevate your investing future!
DATE AND TIME
April 11-12 2026 | 7 AM to 5 PM PST
LOCATION
Virtual Event Over Zoom