The Entrefluencer Training Company
21-Day REI Challenge Workbook
The Details
Build Your Dream Real Estate Investment Portfolio Using a Private Equity Fund
Go from property buyer to portfolio builder - and learn how sophisticated sponsors think about acquisitions, syndications, investor capital, and private real estate funds.
This 21-day guided workbook follows one entrepreneur from his first investment thesis all the way to the architecture of a hypothetical $10 million private real estate fund.
Are you ready to move from investor to sponsor?
Get the Complete Digital Workbook Today.
Launch Price: $29 | Regular Price: $39
REAL ESTATE OWNERSHIP IS ONLY THE BEGINNING
Most real estate education focuses on a single question: How do I buy property?
But if your long-term goal is to build meaningful wealth through real assets, eventually the questions get bigger.
How do you choose the right investments?
How do you underwrite them?
How much leverage should you use?
When should you bring in partners?
What changes when investors provide capital?
How does a syndication work?
How does a sponsor eventually move from raising money deal by deal to managing a private fund?
That is the journey this workbook teaches.
One Entrepreneur. 21 Days. One Complete Evolution.
Meet Marcus Reed.
Marcus is a fictional successful trade-business owner in Austin, Texas.
He understands business .
He has income.
He has relationships.
But he is starting his real estate investment portfolio from scratch.
Over 21-days, you'll follow Marcus as he progresses from:
Dream Portfolio ➡️ Investment Thesis ➡️ First Acquisition ➡️ Professional Underwriting ➡️ Portfolio Operations ➡️ Real Estate Sponsor ➡️ Syndication ➡️ Private Capital ➡️ Fund Manager
Instead of learning disconnected concepts, you'll see how each decision builds on the one before it.
What You'll Learn
During the challenge, you'll work through the same progression Marcus does.
Build the Investor
Clarify your long-term portfolio vision. Develop your acquisition thesis. Understand liquidity, reserves, credit, borrowing capacity, and sponsor financial strength.
Learn the Deal
Source opportunities. Build a buy box. Understand commercial real estate underwriting. Learn NOI, capitalization rate, DSCR, cash-on cash (COC) return, equity multiple, Internal Rate of Return (IRR), break-even occupancy, and exit assumptions.
Build the Platform
Assemble your broker, lender, attorney, CPA, insurance, property management, contractor, and advisory team. Learn how to operate assets after closing. Build the systems necessary to scale beyond one property.
Become the Sponsor
Understand what changes when other people provide investment capital. Learn the anatomy of a real estate syndication. Explore property entities, sponsor/GP entities, investors, management companies, governance, bank accounts, and distributions.
Understand Private Capital
Learn how LP/GP economics work. Understand capital stacks, preferred returns, promote structures, fees, and sponsor co-investment. Explore accredited investors, suitability, Rule 506(b), and Rule 506 (c).
Think Like a Fund Manager
Understand why a private fund is different from a collection of syndications.
Learn about:
- Capital commitments
- Capital calls
- Investment periods
- Fund terms
- Portfolio construction
- Reserves
- 3(c)(1)
- 3(c)(7)
- Adviser-registration questions
- Broker-dealer boundaries
- Investor reporting
- Institutional discipline
The Marcus Reed Case Study
By the end of the challenge, Marcus has progressed from:
No investment real estate
to
First commercial acquisition
to
Real estate sponsor
to
Syndicator
to
the architecture of:
Central Texas Real Estate Fund I
Hypothetical Target: $10 Million
Strategy: Central Texas commercial real estate, including small-bay industrial, flex, mixed-use, service-oriented commercial property, and selected hospitality opportunities .
Educational Economics: 80% LP / 20% GP | 8% cumulative preferred return | GP catch-up | 2% management company fee (illustrative)
You'll see how the pieces fit together as the platform becomes more sophisticated.
And Then We Show You the Documents
Most books tell you that a private fund needs documents. This workbook goes further.
The appendix includes completed fictional educational examples of:
Private Placement Memorandum
See how the strategy, offering terms, management company, fees, conflicts, risks, investor eligibility, and waterfall fit into a coordinated disclosure document.
LLC Operating Agreement
See how capital commitments, manager authority, capital calls, voting, the preferred return, GP catch-up, 80/20 residual split, fees, transfers, reporting, and dissolution fit into the governing agreement.
Subscription Agreement
See what an investor's contractual commitment may look like in the context of the fictional case study.
Investor Questionnaire
See how investor eligibility, experience, risk acknowledgments, beneficial ownership, and accredited investor representations may be organized.
⚖️ These documents are not DIY legal forms. They are included so you can finally see what the concepts taught throughout the challenge look like when assembled into a coherent fictional offering package.
This Workbook is for You if You Are a...
Small Business Owner who wants real estate to become part of your long-term wealth strategy.
Real Estate Investor who wants to progress beyond isolated properties.
Commercial Real Estate Professional who wants to better understand the sponsor side of a transaction.
Mortgage Broker or Lender who wants a deeper understanding of sponsor capital structures.
Attorney, CPA, CFP, or Business Advisor serving entrepreneurs and investors.
Aspiring Syndicator trying to understand what changes when you begin raising outside capital.
Future Fund Sponsor who wants to understand the architecture before hiring professionals to build it.
What You Receive
A comprehensive guided workbook including:
- 21 daily lessons
- Marcus Reed case studies
- Daily exercises
- Portfolio-building frameworks
- Commercial underwriting instruction
- Syndication education
- Private-fund architecture
- Investor onboarding systems
- Fund compliance concepts
- Completed fictional fund formation documents
- Final Fund I blueprint
This is designed to be worked through, not merely read.
Bring a notebook.
Bring a calculator.
Bring your own investment vision.
And start building.
The Transformation
On Day 1, you begin by asking:
"What kind of real estate portfolio do I want?"
By Day 21, you're asking:
"What institution do I need to build to responsibly acquire, manage, and steward real assets and investor capital over the long term?"
That is the perception shift.
You are no longer thinking only about buying a building.
You are learning to think about building a real estate investment platform.
Get Started Today
21-Day Real Estate Investing Challenge
Build Your Dream Real Estate Investment Portfolio Using a Private Equity Fund
Launch Price: $29 | Regular Price: $39
Immediate digital access.
IMPORTANT EDUCATIONAL NOTICE
The materials in this workbook are provided solely for educational purposes. Marcus Reed, the investment fund, the offering, the investors, the transactions, and the fund formation documents are fictional educational illustrations.
Nothing in the workbook constitutes legal, securities, tax, accounting, financial, or investment advice, nor does it constitute an offer or solicitation to buy or sell securities.
Any person considering an actual syndication, securities offering, private fund, or investment management business should work with qualified securities counsel, tax professionals, financial advisors, and other appropriate, licensed professional advisors.
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written in Austin, Texas
