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Crown Investor Institute: Course Summary

Crown offers a wide variety of training opportunities on real estate agents, brokers and investors that can be presented in the Lunch and Learn format or one to six hour workshops (with or without continuing education credit), as well as provide speakers for local and national real estate conferences.


Leasing Series

Leasing and the Law
This workshop looks at the process of listing a home for lease, getting it leased and moving the tenant in through the lenses of the laws that regulate the business including the Georgia Landlord Tenant Act, Georgia Fair Housing Act, Fair Credit Reporting Act, American with Disabilities Act, Megan’s Law, and the Georgia License Law. Every broker letting their agents do leasing (and every agent doing leasing) needs to take this class! You will be shocked at what you thought you knew about the simple task of leasing. (this is not a class on property management). See Full Description »
GREC # 59182 3 hr. CE

Residential Management Agreement Language that Matters
This is a detailed study of the terms and stipulations brokers should have in your residential management agreement (and periphery documents) to protect them selves (and their clients) from the risks of managing rental property. We’ll review case studies that challenge the management document and force brokers to pay close attention to the legal issues. Thirty years and managing for 2,000 owners have taught us a lot and you get it all in this class. (You must be using the Crown management documents to take this class) <full description coming soon>
GREC # 61265 3 hr. CE

Any of these topics can be taught to private landlords or professional property managers in conference breakout sessions, luncheons, in house training venues, board of realtor’s sessions, or large real estate conventions.


Residential Lease Language that Matters
This is a detailed study of the language brokers need in their rental agreement (and periphery documents) to protect themselves from the many risks that inevitably come with managing rental property. Tenants are not a protected class, but they are a favored class in the courtroom, and managers need language that protects them from the many claims tenants will make against you. We'll examine 32 stipulations in a good lease that have been developed and tweaked over 30 years of hands on property management to give the student a deep understanding of what language should be in a residential rental agreement. Learn from our many mistakes with over 7,000 tenants and protect your self from making those same mistakes. (You must be using the Crown lease documents to take this class) <full description coming soon>
GREC # 61266 3 hr. CE



Property Management Series


Basics

Introduction to Property Management (101) The Birth Of a Management Business
Why develop a management business? Learn how to set up a management company from scratch; address liability issues of property management and how to minimize them; education and credentials you can acquire for Property Managers; and the state, federal and local laws that regulate the property management business. This is about “setting it up right” so you are successful with property management and knowing the laws that govern both your leasing and property management activities. See Full Description »
GREC # 60004 3 hr. CE

An Overview of Property Management Processes (102)
This course includes a brief overview of the business processes starting with Marketing to Owners, Owner / Property Sign-ups, Marketing to Tenants, Signing up Tenants, Managing the Property, Managing the Tenant, Managing the Money, Managing the Owner, Move-out Processes and Terminations. Properly setting up the owner and tenant are the cornerstones of the management process so it must be done right. We’ll spend two hours making sure students know how to do it right. See Full Description »
GREC # 60007 3 hr. CE


Intermediate

Building a Property Management Infrastructure (201)
Here we examine the building blocks of property management. Every management company must establish a Scope of Service (what it’s fees cover and don’t cover), build a model of who and what you will (and will not) manage; define their management style (broker or manager); build a Tenant Handbook outlining policies and procedures for every interaction between you and the tenant; build an Owner Handbook defining your relationship and how it will be managed; and define your company Job Description. If you want to build a profitable management company you must start with these critical building blocks. See Full Description »
GREC # 60005 3 hr. CE

Managing the Property after Move in (202)
Once the tenant is in you have to … Manage the Money, Manage the Owner, Manage the Tenant, Manage the Property, Manage the Move Out and Manage the Termination. This class gets down in the weeds and looks at all the processes of managing the property once the tenant is moved in. See Full Description »
GREC # 60006 3 hr. CE


Advanced

Preventing Litigation in Property Management (301)
To avoid lawsuits you need to pay special attention to foreclosures; Home Owners Associations battles; Move-Out Inspection disputes; mold claims; wrongful dispossessory; tenant Bankruptcies; personal property disputes; Constructive Eviction; “They trashed my house and I blame you”; disbursing to the wrong owner; and more. This is about managing high risk issues for property managers and preventing lawsuits. See Full Description »
GREC # 59682 3 hr. CE

Cashing in on Property Management (302)
In this class we learn how to turn a nickel-dime businesses into a “cash cow”; generate revenue from residents, owners, and vendors; and address the contractual issues vs. policy issues, and challenges to implementation of new fees and charges. We’ll address the ethical issues of who you disclose to, what you disclose, and when to disclose. This class is all about making property management profitable. See Full Description »
GREC # 60669 3 hr. CE

Turning Property Management into a Cash Cow
Businesses You Can Set Up Around Your Management Company
Most of us have figured out that property management is a nickel-dime business with very thin margins. One solution is to set up other businesses around your management company to service the needs of owner/clients, tenants, vendors, your colleagues and staff. Identifying the needs of your customers, and looking for ways to meet those needs, may entice you to open a maintenance company, a brokerage business, and lease purchase department, a collections department and other business to meet those needs and generate more income. We’ll identify over 40 businesses, all related to servicing needs of your various customers, and generate lots more profit than your management business ever could. . See Full Description »
GREC # 62148 3 hr. CE

Unlocking the Hidden Profits in Property Management I
With a Collections Department

When tenants move out they often leave an unpaid balance and property managers don’t quite know what to do about it. This workshop will remind the student of things to charge the tenant for, handle the move out so charges are clear and set on a course to collect those outstanding charges. We’ll address the Fair Debt Collections Act, collection letters, attorney letters and filing negative marks against the tenant’s credit. We’ll address the collection process and how to settle outstanding balances without having to file in court for a judgment. This workshop is great for private investors and professional managers. See Full Description »
GREC # 62145 3 hr. CE

Unlocking the Hidden Profits in Property Management II
With a Collections Department

Once you’ve decided to start chasing balances left behind by your tenants you’ll need specific training for crafting notes, drafting consent orders, filing claims in magistrates court, preparing for court, getting fi-fas, filing depositions, managing garnishments, filing against their credit reports and correcting them, liening assets and other strategies to collect the moneys due. We’ll teach students how to respond to attorney letters, keep records and in the proper use of arbitrators and attorneys. This class will cover all these issues and more. See Full Description »
GREC # 3 hr. CE


Lease Purchase Series

Lease Purchase Profits – Basics
This course familiarizes the student with the basic understanding of why buyers and sellers should consider a lease purchase and why they should look for lease purchase opportunities. The student will leave with a comprehensive overview of the issues involved with a lease purchase, an outline of how lease purchases should be structured, what issues to negotiate and how to get them closed. See Full Description »
GREC # 42097 3 hr. CE

Lease Purchase Profits - Advanced
After structuring over 500 lease purchases over 20 years we have a model that generates lots of home purchases for buyers, tons of happy sellers and buckets full of commissions for agents. You’ll work through negotiating the sale, structuring documents, managing the tenant, completing credit repair and getting it closed. We’ll do case studies and review actual closing statements for successful transactions. We’ll examine the strategies that work and the ones that have failed so you’ll know exactly how to do it successfully the first time. See Full Description »
GREC # 41293 3 hr. CE

Any of these topics can be taught to private landlords or professional property managers in conference breakout sessions, luncheons, in house training venues, board of realtor’s sessions, or large real estate conventions.




Land Trust Strategies

Holding Title Privately with Land Trusts-- Basics
In the litigious world we live in owners of real estate have become increasingly susceptible to frivolous lawsuits. With the county deed records now available on the Internet, angry tenants, nosey neighbors, snoopy in-law, ex-spouses and hungry lawyers can easily identify property owners, serve them, and involve them in a lawsuit, founded or unfounded. The public nature of real estate holdings can make life miserable for unprotected investors. Camouflaging ownership goes a long way to keeping you from being identified as a “wealthy real estate barren” and getting targeted by predators looking for an easy mark with deep pockets. This is an old and established strategy used by property owners, and the rich and famous, for centuries. Land Trusts have a long history of common law, as well as state statutes and tax law, that gives them good standing as a privacy tool for the investor. This class will build your confidence in land trusts. This “basics class” is designed to familiarize you with Land Trust’s as a title holding strategy and prepare you for the advanced class where you will learn to form your own trusts. See Full Description »
GREC # 42013 3 hr. CE

Holding Title Privately With Land Trusts – Advanced
This course gives you all the details, documents, forms, and reasons for doing Land Trusts. You will learn the history of land trusts, the players, the tax issues, and be prepared to fill out the forms and handle them yourself. This class is a joint venture with Dickenson Gilroy, LLC and will be taught in part by their attorneys. See Full Description »
GREC # 42184 6 hr. CE


Title Holding Strategies

Entity Selection for the Investor
In this class the student will learn how to title properties so the public won’t know who the owner is. If you, or your investor, wants anonymity from the prying eyes of the public, (or their tenants, employees, x-spouses or business partners) they need to structure their ownership in non-conventionally way to discourage becoming an easy prey to litigation. The public recording system in America tells the world who owns a property and exposes the owner to frivolous litigation from unhappy people. This class will show you how to remain the owner but not tell the public who you are. See Full Description »
GREC # 41294 3 hr. CE

Using LLC’s for Real Estate Investors
Whether you want to run a business, or hold title to a piece of real estate, the LLC has some great benefits for the investor, realtor, developer, builder and business owner. As a state sanctioned entity there is almost perfect liability protection with the LLC and the creative opportunities are endless. Every real estate investor needs at least one. Smart investors will use two or three. This workshop will teach you when and how to use the LLC in real estate. See Full Description »
GREC # 45706 3 hr. CE


Investing in Real Estate Series

Tax Benefits of Real Estate
Most people know that owning real estate brings tax benefits but cannot explain exactly how it works. Many make the mistake of just letting their CPA handle it without realizing the impact on their tax return. This course familiarizes the student with the “10 tax benefits of owning real estate” from an investor’s perspective and will arm you with the information you need to ask intelligent questions to your CPA. See Full Description »
GREC # 41289 3 hr. CE

How the Roth IRA Can Boost Real Estate Profits
The self-directed Roth IRA is one of the best financial tools for accumulating wealth that has ever come down from the Department of Treasury. This course familiarizes the student with the uses of a Roth IRA in real estate investing. We will address how to set up and use your Roth to invest in real estate, options, and notes that can pay 30% to 50% annual return to the investor. See Full Description »
GREC # 42012 3 hr. CE

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