Portfolio Builder and Mentorship
A few students asked me what the mentorship is about. I’ve always told them, our aim is to change lives for the better. If you joined us without any properties, and at the end of our mentorship, you have bought 2 or 3, plus bought well (IRR > 15%), we would be very happy for you. So far our exciting journey has brought us this far….
Portfolio Builder Programme
Our Portfolio Builder programme includes the following end to end services:
- We agree with the Investor the search criteria
- We shortlist properties based on our searches
- We arrange multiple viewings of those properties that meet the criteria set
- We provide full video tours, photos and detailed feedback to the Investor
- We make offers on suitable properties through the agents
- We negotiate the purchase price with the vendor through the agent
- We set up the investor’s UK company & bank account
- We guide the investor throughout the entire conveyancing process, while also introducing them to our partners
- We assist the investor in arranging finance and insurance and introduce them to our partners
- We assist the investor in instructing an independent surveys and valuations
- We introduce the investor to our trusted lettings managers
- We provide project management for renovation works (if required)
Mentorship Programme
Our 12 sessions of Mentorship a year will be conducted once every month, 01 hour per session.
- Mentorship 1:
Revision of IRR, walkscore
- Mentorship 2:
in depth look at comparable analysis, Plumplot.
- Mentorship 3:
Mortgage adviser from UK. Bruce.
- Mentorship 4:
Legal structure, conveyancing process. Rufus.
- Mentorship 5:
Salford, Manchester JV deal we are doing.
- Mentorship 6:
Presenting US single family homes by Freddy Lee, Stanfles.
- Mentorship 7:
subject to change…. Accountant. Richard.
Process Agent
The role of the process agent is to accept legal proceedings on behalf of a party that has submitted to the jurisdiction of the English courts but does not have a registered office within the jurisdiction.
E&O Property Investments are well placed to act as the process agent for our overseas clients if required and regularly act in this capacity for many of our customers who use mortgage finance.
We charge a minimal fee to act as a process agent and this covers all shareholders of a UK Ltd company who require the service. This includes the preparation of an appointment letter and a letter confirming the appointment to your lender as well as the ongoing annual service.
What You Will Learn
The property investing lessons we wish someone had taught us when we first started
How we select properties globally and manage them, without having to travel frequently (or at all, which is perfect for investing during the COVID crisis)
Why property is more forgiving than other investment classes, i.e why you don’t have to buy at the bottom
What the BRRR strategy is, and why it is so powerful
Our 27 point checklist for property analysis
Real case studies based on our property portfolios
Why there are no get rich quick schemes in property, and how you should avoid trainers who over-promise
….and more!
Property Mentorship Mastery: Your Path to Real Estate Success
Testimonials
Porfolio Building Service
“As a newcomer to property investment in the UK market, their guidance was invaluable in helping our team of co-investors navigate through a relatively complex process with confidence and peace of mind.
What stands out about Jeffrey & Josh is their wealth of experience in property investment, and profound knowledge of the UK market. This combination of expertise provided us with the insights we needed to make informed decisions that maximized our expected returns while minimizing the inherent risks associated with property investment.
The holistic approach adopted for their mentorship program is commendable: They advised us across the whole process, from sourcing the property to the financing, refurbishment, and finally, renting it out. Their team of experts was also very helpful in order to deal with unforeseen situations (e.g. working with junior / inexperienced solicitors) and “get the job done.
Their adaptability & collaborative nature is also commendable: They were always willing to tailor their approach to suit our specific preferences and circumstances. This personalized attention not only made us feel valued & properly listened but also ensured that the choices made were aligned with our unique goals and risk tolerance. This resulted in a sense of shared ownership of the process, creating an investment experience that was both effective and educational.
In conclusion, I’d recommend working with Jeffrey & Josh for anyone looking to venture into property investment in the UK. Their expert guidance, holistic approach, adaptability, and collaborative nature are just a few of the many factors that make this program a standout. It significantly reduced the unknowns and risks associated with property investment. Whether you are a first-time property investor or a seasoned veteran, their services will add value to your investment journey and property portfolio.”
Porfolio Building Service
“Working with Jeff and Josh has been a great privilege. They have a good grasp of the required theory as well as practical experience.
I characterize myself as a hands-off property investor and I’m currently buying my first investment property in Manchester, which Jeff and Josh sourced for me. We are targeting a monthly rental income of 1100-1200 GBP.
I have interviewed many different sourcers and other “professionals” to build a network. Most of them were unable to answer important questions I needed answered to make an informed investment decision. In my experience Jeff and Josh can answer all relevant questions or know someone that can provide an answer to your question. In short – you get access to Jeff and Josh’s network of professionals.
For example, one of the biggest challenges I faced is that most lenders don’t lend to first time property owners. We managed to find only 1 lender that was willing to provide a mortgage to us through a mortgage broker that Josh recommended. I spoke with 4 other mortgage brokers before that, which couldn’t help me.
I highly recommend working with Jeff and Josh, especially if you consider yourself a hands-off property investor. Together you will find and close cashflow positive deals that work for you.”
