Property Pro: Advanced Investments

This Program Is For Advanced Learners Only, And Requires Previous Training Via The Property Pro: Property Investment Course.

In the +- 7 hour follow up to our best selling product Property Pro: Investments you’ll discover everything you need to know about the Mercedes principle, tax options, trusts and restructuring advanced property deals.

You’ll learn:

  • How to make a well-informed investors decision by using the Formula For Riches® to determine the pro’s and con’s of any property investment.
  • How to use the Formula For Riches® to guard against agent hype and emotional buying decisions.
  • How to use the Mercedes Principle to offset risk in changing property markets.
  • How to determine the risks involved with property speculation. (The number 1 reason the market went belly up.) The unique tax implications for property investments.
  • How to legally save up to R42 000 in income tax on your property investment by using a trust.
  • How to structure a transaction to offset risk by using the receiver to create capital and put you in a tax neutral position instead of a tax positive situation.
  • How to do your own retirement planning using property.
  • How to use the roll-in strategy to grow your property investment portfolio without spending any more money.
  • Advanced letting secrets, how to manage everything from agents to squatters.
  • How to restructure you finances so that on average commercial property becomes an incredible investment.

This Property Pro Advanced Investment Program is a recording of the Advanced Property Investment Workshop that I presented. These are the topics that we’ve discussed.

Formula For Riches

I started off with the Formula for riches and why it is applicable to any property (or other investment) The reason why I have included this section is because I find that most investors (including my Property Investors Students) does not understand the fundamentals why some investments are better than others. By applying the formula it is easy to establish the pro’s and con’s of any investment. Once we have established the positive and negatives it is easier to make an informed decision.

By using this formula I have saved myself a lot of time and money. Before I start with the Due Diligence Plan or analysis of any business or investment I first want to know if in principle the Formula for Wealth Creation (Riches) apply. If the business or investment violates the Formula for Riches I will not continue even if it “looks” very attractive.

I have experienced from real life lessons that the formula saves guard one from emotional decisions that is based on Hype.

Mercedes Principle

In property, during the time of the workshop we have experienced the benefits of a very positive property market. As with everything in life this did not last and the market has turned. The only way to save guard you and your family’s financial well fare is to apply the MERCEDES PRINCIPLE. I spend a lot of time to explain how it works and how to use it.

It is the risk in any investment that makes it bad and eventually can destroy your wealth. By applying the Mercedes Principle you can offset most of the risk, in the property investment arena.

By combining the Mercedes Principle with the Formula for Riches you take control of the risk and growth. By managing the risk and growth in any investment you take control of your destiny without taking any risk.

In the second section I show my students how to do it, first to understand the Mercedes Principle and then how to link it with the Formula for Riches.

Property Speculation

Many of my students are violating the basic investment rules and speculate to make a “quick buck or two”. Although I do not promote this kind of strategy I show my students in the Workshop HOW to speculate! What to look for and what the risks are. I also show them how to do the calculations and how to determine the risks involved.

I have also spent time to explain the tax implication and the difference between Income Tax and Capital Gains tax and how to calculate it.

All Excel Spreadsheets that I have used in the Workshop will be available to download from the internet as part of the Course material.

All discussions were illustrated with practical examples and by illustrating the versatility of the Property Pro Software Program.

The second half of the day was spend on discussing challenges and how to overcome them and to answer questions relating to property investments. Here are some of the questions that we have dealt with during the day. I have categorised them a little but they were answered through the day.

General Questions

  • How to structure a deal so that a person of 65 years of age can get a 20 year bond?
  • How to use the vacancy rate in commercial property to finance the deal?
  • Can you lend from the seller instead of the bank and how does it work?
  • How to buy a property without the banks money?
  • How does the mentors program work?
  • Where do you find out more about sectional titles?
  • Why the right location is costing investors’ money?

Tax

  • Why is it better to pay more tax on a property?
  • How to get capital from my property without paying Capital Gains Tax or Income Tax on that capital?
  • How to avoid paying secondary tax on income distributions?
  • How to legally save up to R42 000 in income taxes by using a trust?
  • When it is Capital Gains Tax and when is it Income Tax if I buy and sell property?
  • How to calculate Capital Gains Tax (and Income Tax) on a property using the Property Pro Software program?
  • How to use the Property Pro Computer Software Program when you speculate to determine the Income Tax or Capital Gains Tax to calculate the IRR?
  • How to get up to R105 000 tax free income using a trust?

Entities And Financial Structures

  • How to create a debit loan account in a trust?
  • How to use a debit loan account to save estate duties?
  • How to pay for Transfer Duties without costing me money?
  • How did I buy 48 properties last year for free?
  • What is the different ways to set up financial structures?
  • How to structure a property so that you can get a tax deduction and it can’t be seen as capital?
  • How to let the receiver subsidize your capital growth?
  • How to structure a transaction so that you offset risk by using the receiver to create capital and put you in a tax neutral position instead of a tax positive situation?
  • How to save R2 000 per month tax on a R3 000 per month transaction?
  • Can you borrow on your residential property and claim the interest portion back if you use the money to invest in property?

Trusts

  • Can I transfer my property in my own name to the trust without paying 10% Transfer Duties?
  • At what age should you set up a trust?
  • How to pay 1% Transfer Duties to transfer a property to your trust?
  • How to legally avoid Sec 7 (5) of the income tax act to do income splitting in a trust?
  • How to use a vesting trust?
  • What is the difference between a vesting trust and a discretionary trust?
  • Why I want to stand security for my trust?
  • How to use income splitting to save tax?
  • How to get finances for a trust if you want to buy a property?
  • Why is a trust not a legal entity?
  • How to use a trust to get maximum tax benefits?
  • How to use the conduit principle to channel income to different entities?
  • Why is it not good to have a credit loan account in a Trust, Pty (Ltd) or CC?
  • Why do I use trusts?
  • What is the main purpose of a trust?
  • How to legally save 50% on Capital Gains Tax in a trust?
  • How to use a financial technique to lower your taxes with 25% in a trust?

Financial Planning

  • How to do your own retirement planning using property?
  • Why is it important to use property as a foundation for financial and retirement planning?
  • How do you use syndications to make money?
  • How to optimize your capitalization rate in syndication and profit from it?
  • How to use refinancing as part of my Mercedes Principle?
  • How to use the roll-in strategy to build wealth without it costing money?
  • Why it is important to build up enough security before you buy more property?
  • How do you buy a property for free?
  • How to buy a R3 800 000 commercial property for free?
  • Why you must be careful to transfer the shares of a company to a trust?
  • Why is it important to set up the right financial structures before you start building an estate or buy properties?
  • How to set up financial structures to legally move income from one entity to another without any income tax or secondary tax implications?
  • How new developments are killing cash flow?
  • How to structure a property so that you can get a tax deduction and it can’t be seen as capital?
  • How to let the receiver subsidize your capital growth?
  • How to structure a transaction so that you offset risk by using the receiver to create capital and put you in a tax neutral position instead of a tax positive situation?
  • How to save R2 000 per month tax on a R3 000 per month transaction?
  • How to use financial structures to create investments that will not cost you money?
  • Why you must be careful for a single facility with financial institutions?
  • Alternative ways to let your Preservation Fund work for you. How to optimize a credit loan account in a financial entity without taking any more risk?
  • How to buy a property for free because I have a credit loan account?

Tenants And The Letting Of Property

  • What do you do if people do not want to move out of your property?
  • How do you avoid getting a squatter in your premises?
  • How to manage letting agents?
  • How to use the rent housing tribunal to your advantage as a landlord?
  • How to cover yourself if the rent that you receive is falling because of over supply?

Commercial Proprieties

  • What is the difference between residential and commercial properties?
  • How do you calculate the value of a commercial property?
  • What is the capitalization rate and how do you calculate it?
  • How to calculate the value of a bond on a commercial property?
  • How to structure you financials so that on average commercial property become an incredible investment?
  • How to structure you financials so that on average commercial property become an incredible investment?
  • What entity do you normally use for syndication?
  • How to structure the optimum tax structure in syndication for the investor?

How To Offset Risk (Mercedes Principle)

  • How to control your growth?
  • Why risk is bad?
  • Why you must determine the risk before entering into any property transaction?
  • What is more important in evaluation property - cash flow or IRR (growth)?
  • Can you borrow on your residential property and claim the interest portion back if you use the money to invest in property?

Property Pro: Advanced Investments

R 9,450.00

(includes VAT)

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Property Pro: Advanced

R9,450.00

Account Name: Senbiz (Pty) Ltd
Bank: Standard Bank
Branch: Pretoria North
Branch Code: 010 445
Account Number: 011 310 499

Please Take Note:

Proof of payment must faxed or be e-mailed to 012 542-5757 or emailed.

Please add the following information on the fax or e-mail.

The name in which the invoice should be issued (Personal, Business or Trust).
The product’s name: Property Pro: Advanced
The postal address and the VAT number (if applicable).
Your name, surname, cell phone number and e-mail address.

If you have any questions please do not hesitate to contact my office and speak to Lilo or Netta during office hours at 012 542 4560/1383.

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