Equity Marketing Sessions.
If you’d like to attend one of our meetings and have never attended a marketing session before, you can join us at our next event or start by participating with one of our local groups. Below you can find 14 things you can do at a Marketing Session and 10 reasons for attending marketing/exchange meetings.
This print out by the Society of Exchange Counselors (SEC) also provides great information:
How to present a package/deal
Suggested information for your back-up package
Some of the terminology we use
Most motivated transaction ideas
We’re all different and we’re driven by different motivators or benefits. When proposing a solution, we’re always thinking: how can we find a creative solution that provides the benefits that each party involved in the transaction is looking for?
When presenting a package/deal, be prepared to talk about the Property, People (seller/buyer) and Problem (what changed?).
“Transactions which you can be proud of result from carefully conceived goals and plans, followed by purposeful actions and scrupulous documentation.” Pete Fortunato
Things you can do at a Marketing Session
Participation in a marketing session offers many possible opportunities for an alert investor, exchangor or broker. Here is a list of activities that can be undertaken by the attendee at a marketing session:
1. Present a listed property for sale or exchange with moderator
2. Quick Pitch a property without moderation
3. Disseminate property information to other attendees (handouts)
4. Create and offer out a have/want sheet
5. Participate in a cash and paper inventory
a. Who has cash or paper and how much?
b. What are they looking for?
c. What is their investment criteria?
6. Make offers on property presented or in the marketing book:
a. Forms are provided to flush out ideas
b. Not binding but rather idea sheets
7. Study the properties in the marketing book:
a. Not all properties will get presented
b. Bargain hunt
c. Look for specific brokers, types of properties, geographic areas
8. Seek joint venture partners
a. Raise cash for investment opportunities, or
b. Raise credit for investment opportunities
9. Brainstorm problem properties
10. Educate yourself about what others are doing
11. Learn about creative solutions
12. Build relationships with other, like-minded, creative people in your business from other geographic areas
13. Seek specific types of expertise for a given situation, property type or specific need
14. Learn about other markets, property types, different customs and ways of conducting
business!
Ten Business Reasons for Attending Marketing/Exchange Meetings
Dispose of property
Acquire property / project
Combination of 1 and 2
Solve a problem and brainstorm with the group
Obtain funding
Provide funding
Obtain expertise
Provide expertise
Provide services
Learn
Network