Bernard Zick's

Advice for the Impatient Investor

For real estate investors who don't have time or money to waste!  

June 2004

 

   Editors: Bernard "Barney" Zick bernard@zick.com, Karen Zick and Amy McIntee

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In this issue:

Electronic Postmark Introduced

Getting Started: Screening Investors

Advanced Strategies: Better Safe than Sorry

Q&A with BZ

Upcoming Events

 

Electronic Postmark Introduced

The U.S. Postal Service now offers a new service, forever changing their reputation as primarily purveyors of “snail mail” to customers.  The Electronic Postmark can be used to create a secure and legally binding time-stamped seal on documents that can be transferred electronically. The real estate and mortgage sectors will likely find many uses for this product. The Postal Service uses technology developed by AuthentiDate, a provider of Web-based content authentication services, to enable businesses to sign and transfer electronic documents created in Microsoft Word. After a document is signed, the Electronic Postmark creates a security lock to ensure it isn't altered during transmittal or signing by another party.

The add-on software can be downloaded free at the Postal Service's Web site, but so far is available only for Microsoft XP and Office 2003 systems. AuthentiDate expects to launch the service for Office 2000 in a few weeks. Users purchase stamps from the Postal Service online at 10-80 cents each. The stamps function more like a notary service than like postage. The Postal Service stores encrypted versions of the documents sealed with the Electronic Postmark. No one can read these versions because they exist only in a coded format. If someone manages to break into the document and change it, federal statutes for wire fraud would apply. The crime is akin to someone unlawfully opening someone else's "snail mail."

Amy McIntee, Co-Editor

P.S. At a recent symposium on real estate and the Internet, the panel was asked, “Do you think real estate deals will ever be closed totally on the internet, with the new California law allowing electronic signatures and other innovation?”  They said “no” and I totally disagree.  Home buyers for the distant future will want to sit down to look at a pile of documents they do not understand or read, but investors will, more and more, be willing to do it all electronically.  All of my syndication of the San Antonio shopping center was done via email and all but the last signing of documents was done that way too.  I have found when it comes to things being computerized, never say never!

BZ

For additional information, go to the Electronic Postmark page on the U.S. Postal Service Web Site.

 

Getting Started: Screening Investors

A student recently asked me about what questions I would ask to screen investors that respond to ads for cash for investment deals.  I told him to be bold in asking questions.  A questionnaire that they complete is helpful.  Two of the questions I like after asking how much money they have is where did they get the money?  It is important.  If they earned it and saved it penny by penny they are a different type of person than if they won it at blackjack. 

See my point?

Also, ask if they’ve made passive real estate investments before and what their experience has been.  If someone is totally new to investing, you need to explain more, be more patient.  If they say, as I heard one time, “Well, it did not work well the last two times.  I had to sue the people involved.” RUN!  Don’t take their money.

Finally, it is good to ask them what return they expect and what level of risk they are willing to take.  Would they be willing to sustain a major loss in hopes of doubling their money or are they the type that wants almost no chance of loss and is satisfied with a reasonable return of 12 per cent or so?

This is subjective but it starts a necessary discussion to understand the person with whom you are dealing.

Most important, if in doubt, don’t take the money.  I know it is hard when you want to fund your deal, but “bad deals drive out good” as I have said often.  And dealing with an unhappy co-investor can take all your time.

Also, look at methods to share profits without giving the other person a vote!  We talk about Shared Appreciation Mortgages and Shared Appreciation Lease Options in our Boot Camps and in our materials.

(See the top of column two for new SALO documents.)

Hope this helps.

BZ

 

Advanced Strategies: Better Safe than Sorry

Q. Two of us are forming an LLC...one person is a realtor and the other not. Do we both have to disclose that one is a realtor and use the Official State Purchase form in every transaction that is associated with the corporation?  The realtor is not a broker but a salesperson for a Century 21 broker.  Can we each act individually and buy property and put into the corporation name as an individual?

I understand that if the realtor buys property, it must follow the real estate agent guidelines...does that mean that everyone in LLC must act in accordance with the guidelines?

Thanks,

Jan
Houston

A. If the LLC is buying the property, and if that LLC is not where you have a real estate license, then it does not have to disclose the LLC is a licensed agent or broker.  However, as a safe way, always put in the contract “one of the principles of the buyer-LLC is a real estate agent acting in and for their own account with the intent of making a profit and not as agent of the seller”.  I do this in all my transactions.

Same with following State Guidelines.  If the LLC is not the holder of the license, then the LLC does not have to follow the guidelines…but why not be safe?  The more you disclose the safer you are.  And the guidelines that apply to ethics should always be followed, just as a good business practice.

BZ

Q & A with BZ

If you've emailed Barney and did not get a response, he has had three (!) computer crashes recently and, as you may know, email is not picked up by most email back up systems.  So, please email him again if you haven’t heard from him and make sure the subject line is simple and direct like “real estate investors' web sites” or “gold student with question,” or “ NL student question.”  In this age of tons of spam, we have someone that deletes Barney’s junk mail so cute subject lines might end up in the trash!  Barney’s email address is bernard@zick.com.


 

Q. I have three vacant properties and the signs have not brought me a renter.  Ads cost a lot but it looks like I need to run some.  Any suggestions?


A. You absolutely have to have signs.  They will get you better renters than ads.  But you have to have ads.  The decision to run ads and the time spent getting them up and running should all happen with the snap of a finger.  Don’t you dare take weeks.  If the loan on a house is $150,000 then the mortgage is 1500 per month which means that it is costing $50 a day to have the house empty.  If you have five houses, that is $250 a day or $1750 per week for this list of empty properties.  Okay, not all of yours are that expensive but figure $1000 a week.  Not only do ads cost money but the worst thing is the money wasted in delays.

 

Here is what I mean…if we have an ad and run it three times and rent everything, we spend $3000, lets say.      If we run it the first day, we spend $3000 and start getting income in.  If we wait three weeks to run the ad it cost us $6000!  That is $3000 in ad cost and $3000 in delays.  So in the future, when we see we are going to have a vacant property, come hell or high water, an ad has to be ready to run and placed to run a few days BEFORE the place will be ready.


Example: Tenant is gong to go out on the 31st which is a Friday.  We figure one week to do the clean up.  It will be ready next Friday.  The paper is a weekly and it comes out on Thursday.  Get the ad in so it will be seen the Thursday before the place is supposed to be ready.  Have the ad for all three days, a big display…in the weekly cheap newspaper.


I only want a very short ad to be drawn up for the expensive downtown newspaper, for us, the Houston Chronicle:

 

“Kingwood, Spring, Conroe homes for rent.
Zick Inv. Properties 281 358-0409.”

 

Don’t delay, do it today.

 

And if you study our “Hidden Profits” materials, you will find that in many cases it is better to sell or lease option than to just rent.


BZ


 

Q. Question: Concerning foreclosures, what would you say to the following strategy?


If the owner or lender will not work with you, can you suggest anything else when I am unable to meet with the owner on a pre-foreclosed property when they are not home, don't respond to my mailing campaign, etc.?


Thank you.


Jean

A. First, be sure that in your state you can automatically assume the loan if you get the property through foreclosure.  This is true in every state I have checked but I have not checked every state.

 

Then, purchase the second or third for a discounted trust deed.  Bring the payments current.  Now start the foreclosure process and get the property.  Yes, you buy the second and foreclose; you get to take over the first without ever having to assume it.  It is the law.


Buying the second at a deep discount is always a good way to get in on a property that is behind in payments.

 

When students can not get in touch with the owners, I always suggest they become a missing person’s private eye.  Talk to neighbors; see if you can find out where they worked.  Go there and ask questions.  Research.  And if all else fails and it is a great deal, you can hire a private eye for not that much money to do “skip tracing”.

 

BZ


When is a great loan a bad deal?

 

Q. A student recently asked me how to determine if a potential funding source is legitimate.  They had been offered easy funding on large deals.  It seemed too good to be true.  Low interest, no liability, etc.

 

A. When looking over the loan information, be sure to check if they ask for upfront fees.  That is always a big sign of a crooked deal.  Check on their licenses.  Are they licensed as a mortgage broker?  Can they give the names of three large firms they have funded?  Same for banks they work with - local banks where you can go talk to an officer.  You also need to check them out just so you will not waste a lot of time applying.  If you are of financial strength and net worth to go for a normal loan, why not start with your local bank and see what they say about this other loan source.


He Called Back!!

 

Q. Barney, Barney, Barney!  Help, Help, Help!  Here you have another two students who have an opportunity in front of them and haven't had time to fine tune the techniques.  Do you remember during your boot camp my wife and I attended in LA that I mentioned a property I was interested in across the street from my house in Santa Clarita?  The tenants, after telling me they were moving, were not being cooperative in my efforts to contact the owner.  Well, I had written him a letter and also using 411 connect, I had left a message on his phone in Reno, Nevada where the property profile had placed him.  When we got home from the boot camp we found a message from him.  In my letter and my phone messages I had only expressed an interest in renting or leasing the property ostensibly for my daughter.  His message said he "hadn't really decided if he was going to sell the house or continue to rent it, but that he was going to make a decision before the end of the month."  Then he said he would like to talk and invited me to call again.

 

We would really appreciate it if you would guide us in this effort so we don't screw it up.  What a great war-story it will make for both of us if we succeed!!

 

Best Regards,


J.A.

A. All you need to know is in the CDs.  But here is a brief overview…lots of contact is in order.  Since he opened the door, your next call should say, “Hey, since you mentioned selling the place, I am not opposed to that idea either.  In fact, if we were going to rent it, I know I would have wanted to buy it sooner or later.  Tell me about your selling the house.”


The point here is to find out his goal and objective.  What is he trying to do?  What does he hope to get out of selling the house, and I don’t just mean money.  You want him to say, “If I sell the house then I will be able to…”


After he has talked, introduce the idea that maybe we could do a little of both.  I could rent the house for awhile, and buy the house later.  That way the house would be an investment for you.  You could write off depreciation, and when you sell, if you want, you could roll the profits into another deal without any taxes.


Good luck!


BZ

Q. Thanks Barney for the prompt reply.  We really appreciate it.  I know it is all in the CDs but this is happening really fast and it sure is nice of you to get back to us so quickly.  I wasn't sure when you would get back to me so I called him and pretty much said the same thing.  I asked if he were to rent, how long and how much would he want.  He gave me a rent price and said he had been renting on one year leases with an option to renew but the renewal price could vary.  His thinking about selling was that he would sell here and roll the money into another income property but was put off by the high prices in Reno and is thinking maybe they might slow down and/or back off in the future.


When I asked "if you were to sell today how much would you want?" he had no answer and said he needed to do some research.  I got him talking, found out we are the same age, our kids graduated from the same school etc., and further bonding revealed that he might go for a lease option deal but I didn't push it.  I asked instead to view the property and he said he wanted to fax me a rental application.


We exchanged email addresses and I was thinking of pointing him to the LA county assessor’s site where he can look up his own property and see the recorded sales for the nearby area.  There are several including my own purchase in last November for $389K.  The other nearby properties have sold between $375K and $392K according to the assessor, however I know that if he talks to agents, they will pump him up to believe he can get $500K.  That's where we are at.  I am waiting for the application and the appointment to see the house.  This seems ripe for a shared appreciation deal.  What would you do next?

 

Thanks,

 

J.A.

A. Email him with how to get the comps and then give him the comps.  If he does not know what the property is worth he may call a real estate agent and then you are half out of the way!  Instead, give him the information right away to make a decision so he does not have to go to the competition to get answers.   Don't suggest shared appreciation until the last ditch thing, while sitting down to negotiate, when he needs it as a solution.  Otherwise you most likely will be giving something away he did not ask for and may not need to do the deal.


BZ

 

 

Next Real Estate Options Boot Camp

Dallas, TX

Mon. & Tue., June 7th & 8th, 2004 

Details below…

 


Classifieds

 

WANTED:

Talented People

I am an old horse trader. If you have talents such as computer expertise, typing, editing, art, web site design, you name it, I would love to talk to you about trades.  We have the stuff you know about, such as educational materials, but can often come up with vacations, contacts, introductions, etc. Let’s talk. Email me and put “Trade” in the subject line. Bernard@zick.com

WANTED: Speakers/Instructors

We will be doing mortgage training in our mortgage company and will be needing trainers. Also, if you are a hot shot speaker that wants to do more events, let me know. Responses will be kept private. Reply to trainers@zick.com.


Hidden Profits Document Updates

From time to time we will update materials via our web site.

Right now, on www.zick.com we have posted clauses for shared appreciation options and a new “Pro Buyer Option”. Check the Seminar Notes icon on our home page from time to time and click “Seminar Notes” or add /access2newdocs.shtml to the end of www.zick.com.

No, we will not print it and mail it to you.  No, we will not help you log on to it… if you have purchased the materials within the last year you will have the code to get in and you will get the update and if you have not - you do not.  Period.  Ford does not send you a new car every model year.  I promised this to a couple of groups in the last few months and being a nice guy, we are making it available to many, many people but not everyone.


Free Stuff

Okay, now you are sorry you are not a student and wish you too could get some free stuff.  Two solutions: come to a Boot Camp or go to www.zickhomeloans.com.

We have lots and lots of free documents to use in doing business there and best of all, it is a great place to apply for a loan.


Upcoming Events

For those of you who purchased a boot camp as part of your home study materials, you will have to use your privilege this year. If you have attended our Options Boot Camp before, you may come again. The information has been revised. Of course, the portion of the boot camp when we work on deals, which takes most of the second day, is different for each event. It is a real eye opener for those of you yet to do your first deal.

For more details about our Options Boot Camp, Click Here.


Real Estate Mini- Seminars

Come hear what Barney's programs are all about.  These Mini-Seminars will often be followed by a Two-Day Boot Camp in each metro area.

(T)=Tentative (F)=Optionetics Faculty Presenter

Thursday - Saturday, June 24th - June 26th
Denver, CO (F)

Tuesday - Wednesday, June 29th – June 30th
Phoenix, AZ (T)

Thursday – Friday,
July 1st – 2nd
Phoenix, AZ (T) (F)

Tuesday,
July 6th(T)
San Antonio, TX (T)

Wednesday - Thursday
July 7th – 8th
San Antonio, TX (T) (F)

Monday - Tuesday
July 12th – 13th
Austin, TX (T)

Wednesday
July 14th(T)(F)
Austin, TX (T) (F)

Thursday – Sunday
July 22nd -25th
Miami, FL (T) (F)

Wednesday- Saturday
August 11th -14th
Houston, TX (T
)


Real Estate Options Boot Camp

Dallas, TX

Only $1,995 per person

 

Mon. & Tue., June 7th & 8th,  2004

9:00 a.m. – 5:00 p.m.  

 

Dallas Marriott Las Colinas

223 W. Las Colinas Blvd.

Irving, TX 75039

972-831-0000
 

Call our office for more information:  800-677-3253.


 

Real Estate Options Boot Camps - Tentative

 

TENTATIVE DATES for more OPTIONS BOOT CAMPS in 2004!

 

(That means put it on your calendar in pencil and don’t buy your tickets yet!!!!)

 

July 15th & 16th, Denver

 

July 29th & 30th, San Antonio or Austin

 

August 5th & 6th, Miami

 

August 27th & 28th Houston


Guest Speakers will conduct some of the upcoming 2004 Mini Seminars. Call our office for the exact list of speakers and personal appearances by Mr. Zick.  All of the Options Boot Camps will be conducted by Mr. Zick.


Click here  for more information about upcoming Options Boot Camps! 

Click here to register for a complimentary Mini-Seminar. 

Questions?  Send us an email or call Terrie at 800-677-3253.


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The Fine Print...

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We will do one newsletter like this one (Advice for the Impatient Investor) and one called the REIT Report (containing Real Estate Education Industry News and a lot of personal opinions), approximately once a month.  (However, keep in mind, our newsletters are free so don't get upset if we skip one occasionally!)  

Advice for the Impatient Investor has been published for fourteen years (but not in a row). The next issue should be out about July 1st.  The next REIT Report will go out on or about June 15th.  

Folks smarter than us told us to say: We take no responsibility for the accuracy of the postings.  All contents of the postings are the responsibility of the posting party.  The foregoing material is strictly for informational purposes only and does not provide legal, financial, accounting or investing advice or services. Use of any of the foregoing information does not create a client relationship.  You should not act on the information provided without seeking legal, accounting and tax counsel of your choice.

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Copyright © 2004 by Real Estate Investors Training Corporation.

ISSN # 0272-8559

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Remember: You may be my student, you may be my best friend and I MAY love you…but, I am not a lawyer.  I am not YOUR real estate broker.  You are not my client.  This e-mail is not intended as legal, real estate or accounting advice.