Meeting/Event Information

Real Returns: CRE Investment, Marketing & Syndication, Course #52369 - 3 TREC CE Credits

Presented by Todd A. Kuhlmann, CCIM, Founder & Creator of TheAnalyst PRO

Course Number:

#52369

Class Delivery Method:

Classroom

TREC CE Credit, CCIM EC Credit, and Course Cost: 

3 TREC CEs | 0.00 CCIM ECs (none) 

Course Cost For:

Members of the Greater El Paso CCIM Chapter $0.00 
Non-Members of the Greater El Paso CCIM Chapter $25.00 

To obtain CE credit, you must attend in person and sign the course roster at the end of class and provide your TREC license number.

Class Overview
This interactive workshop, led by Todd A. Kuhlmann, CCIM, the Founder & Creator of TheAnalyst PRO, is designed to elevate your expertise in commercial real estate (CRE) investment analysis, marketing, and syndication modeling. Using TheAnalyst PRO, you’ll gain  valuable insights into evaluating investment opportunities, crafting compelling marketing materials, and structuring partnership models for syndication deals. Whether you’re an investor, broker, or syndicator, this course will provide actionable strategies to streamline your CRE business.

Course Outline

Hour 1: Commercial Real Estate Investment Analysis

Objective: Learn to evaluate investment opportunities using key financial metrics and TheAnalyst PRO’s cutting-edge analysis tools.

Understanding Investment Metrics:
• CAP Rate: What it tells you and how to use it
• Cash-on-Cash Return: Measuring investment efficiency
• Internal Rate of Return (IRR): Projecting long-term performance
• Equity Multiple: Evaluating total return potential

Interactive Investment Analysis Demonstration Using TheAnalyst PRO:
• Inputting property financials and assumptions
• Generating a 5- and 10-year proforma
• Comparing investment scenarios (buy & hold vs. value-add)
• Case Study: Live Analysis of a Multifamily and Retail Investment Property

Hour 2: Marketing CRE Properties & Winning More Assignments

Objective: Discover best practices for marketing CRE properties and leveraging technology to create professional-grade marketing materials.

Creating an Impactful Offering Memorandum (OM):
• Essential components of an OM
• Automating OM creation in minutes using TheAnalyst PRO

Building a Strong Listing Presentation to Win More Business:
• Key elements that impress sellers & investors
• Presenting financials and investment potential effectively

Comprehensive Demographic, Infographic and Due Diligence:
• Leveraging infographics & data visualization to attract buyers
• Creating due diligence packages with demographic, environmental, flood, and crime data

Digital Marketing for CRE Listings & NDA Automation:
• Launching an email marketing campaign
• Setting up a dedicated property website for 24/7 exposure
• Streamlining the NDA process for secure investor
• Live Demonstration: Generating a Listing Presentation, OM, & Property Website

Hour 3: Partner Modeling & CRE Syndication Deals

Objective: Learn how to structure and present partnership models to investors using TheAnalyst PRO’s powerful syndication tools.

Understanding CRE Syndication & Partner Models:
• What is syndication & how does it benefit investors?
• Key roles: General Partner (GP) vs. Limited Partner (LP)

Breaking Down the 4 Key Syndication Models:
1. Straight Split – Equal profit distribution
2. The Rake – GP taking a percentage of revenue before distribution
3. Preferred Return & Promote – Incentivizing performance for LPs
4. Pari-Passu Waterfall – Structuring tiered distributions

Interactive Partner Modeling Demonstration in TheAnalyst PRO:
• Inputting investment terms & structuring deals
• Generating investor reports with projected cash flow & returns
• Preparing a winning investor pitch
• Case Study: Structuring a Live Syndication Deal & Investor Presentation

Conclusion & Q&A
• Recap of key takeaways
• Open Q&A and real-world application discussion
• Next steps: Implementing technology & strategies in your CRE business

About the Instructor:
Todd A. Kuhlmann, CCIM, is the Founder & Creator of TheAnalyst PRO, a leading CRE technology platform that has transformed the way commercial real estate professionals analyze, market, and invest in properties. A seasoned investor, educator, and CCIM instructor, Todd has closed over $1 billion in CRE transactions and is a sought-after speaker on investment, technology, and syndication strategies.

Additional Resources:
• TheAnalyst PRO training videos & guides
• Sample OM, Listing Presentation, and Syndication Models
• Special subscription offer for attendees

This interactive class will provide live demonstrations, real-world case studies, and actionable insights to help you elevate your CRE business.

If your real estate commission requires it, you must pass the course with the qualifying score and send your course completion certificate to TREC to receive credit.