Free Resources
FREE RESOURCES
Webinars & Podcast — No Fluff. Clear Next Steps.
Live sessions and short episodes that help you buy, sell, or size up property in Southern California
Win in Southern California real estate. We give you the playbooks and the math—fast.
Live & Recorded Webinars
Each session is 45–60 minutes with Q&A. Educational only—no legal/tax/financial/engineering advice.
1) Ask These 25 Questions Before You Hire a Realtor (Homes & Lots)
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Avoid expensive mistakes. Know exactly what to ask and what a strong answer sounds like.
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You’ll learn: Pricing today vs last quarter; a real 21‑day prep plan; how agents create multiple offers; costs and risks most people miss.
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What you’ll leave with: The 25‑Question Interview Checklist (PDF) and a link to book a 20‑minute Pricing Strategy Session.
Downloadable below
2) Sizing Up Rentals (1–4 Units): Cap Rate, Cash‑on‑Cash, DSCR—Simple
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Why attend: Decide in minutes if a rental pencils—without spreadsheets.
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You’ll learn: The four metrics that matter, a live underwrite (cap, CoC, DSCR, break‑even), and what has to change when it doesn’t pencil.
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What you’ll leave with: The Rental Underwriting Worksheet (PDF) and a link to start an Investor Criteria Intake (we can send 3 live deals in 72 hours).
Downloadable below
3) Valuing & Vetting Vacant Land (SoCal): Appraisal Basics & Due Diligence 101
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Why attend: Price dirt correctly and avoid dead‑end lots.
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You’ll learn: Sales‑comp logic in plain English, a residual “sanity check,” the 25‑point land diligence that protects your money, and walk‑away triggers.
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What you’ll leave with: The Land Diligence Checklist (PDF) and the 100‑Point Lot Scorecard (PDF).
Downloadable below
The Podcast
Short, tactical episodes for buyers, sellers, and investors in Southern California.
What to expect
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Playbooks: Seller prep that adds 3–7% net. Buyer offer structures that actually close.
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Numbers: Cap‑rate and DSCR breakdowns you can explain to a friend.
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Land: How to sanity‑check a lot before you burn time and money.
Subscribe today
Get the PDF Toolkits (On Request)
Ask once. We email the full pack. No branding. No fluff.
How to request: Message us with subject “PDF Toolkit Request.”
You’ll receive:
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25‑Question Realtor Interview Checklist (Homes & Lots) — 2 pages
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All 25 questions to run in one call.
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Red‑flag translations (“what a weak answer sounds like”).
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Data • Plan • Proof rubric to grade any agent.
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Space for notes + quick reference of fees common in OC.
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Rental Underwriting Worksheet (1–4 Units) — 1 page
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Inputs: price, down %, rate/term, rent, vacancy, taxes, insurance, mgmt, maintenance, HOA.
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Formulas in the footer: Cap, Cash‑on‑Cash, DSCR, Break‑Even.
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Decision prompts: what must change if DSCR < 1.20.
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Clean layout for quick photo/save on mobile.
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Land Diligence Checklist (25 Items) — 2 pages
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Grouped by Title & Access, Utilities, Soils/Site, Regulatory, Environmental, Neighborhood.
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Check boxes + notes to keep you honest before you spend money.
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Plain‑English utility and slope prompts to ask listing agents and agencies.
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Lot Scorecard (100‑Point) — 1 page
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Weighted categories: Access/Title (20), Utilities (20), Soils/Topo (20), Regulatory (20), Hazards (10), Neighborhood (10).
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Green/Yellow/Red guidance (≥80 / 60–79 / <60).
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Space to log comps and a residual price for sanity check.
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Delivery: We reply within 1 business day with a single email containing all PDFs.
Use: Educational only. Not legal/tax/financial/engineering advice.
FAQs
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Are the webinars free? Yes. Live attendance + Q&A are free.
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Do I get slides? We present narrative‑first. You’ll get the PDF toolkits instead.
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Do you sell consulting? No. We offer education and tools, plus standard real estate services.
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Will you pitch me? Only a single optional next step at the end (a 20‑minute call).
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Are these California‑specific? We focus on Southern California; principles generalize, but local laws vary.
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Are recordings available? Yes, on request.
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Privacy? We don’t sell your data. Unsubscribe anytime.


