What if You Could Accelerate Your Deal Flow, Add Another Revenue Stream and Maximize Your Close Rate

All With One Conference?

Join us at:

PRIVATE LENDING

  • Orlando, FL |
  • January 8, 9 & 10, 2025

The only conference where both, borrowers and lenders can dive deep into the world of private lending (no matter their experience level) in order to supercharge their business.

The gravy train of the last few years is long gone and this new market has revealed the investors with true staying power.

And those same investors know they need education in private lending!

Who is this

event for?

This event is for any serious real estate investor.

Notice,…we didn’t say “advanced”. We intentionally said serious because private lending is the most underutilized strategy by real estate investors. And that’s why we created this event!

Who Should Attend?

Borrowers who want to become a complete money magnet.

Rookie Lenders who want to jump into money multiplying

Advanced Investors who want high-level strategies and to geek out on paperwork.

A deep understanding of private lending is the exact tool you need to pour gasoline on top of your real estate investing business.

You'll be learning from:

Jim Ingersoll

Jim is your host and founder of Deal Maker. He’s passionate about community and building people up. His education at this event comes from that angle. He will help you tackle self-limiting beliefs, overcome fear and figure out where to start. His big thing is something he calls “relational capital” where he’ll show you how to get the most out of the people in your sphere. He’ll also teach you how to be a better borrower.

Jeff Watson

Jeff is the guy who will show you how to arm yourself to the teeth with protections and paperwork mastery. As an attorney and real estate investor of 33 years, he’s teaching high level strategies like how to charge points that get the most for your money. And a new secret method to protect lenders that avoids both, foreclosure and the confusion that arises when using the Deed in Lieu process. Specializing in SDIRA’s, he will also share how you properly lend from those accounts.

Chuck Glover

If you’ve been wanting to get into lending but you weren’t sure how, Chuck will show you how to do it with as little as $5,000…just like he did! He is one of many Deal Maker success stories, but he is certainly one of the biggest. He overcame poverty and attained financial and time freedom in under five years. Through the guidance of Jim Ingersoll, he has started speaking and coaching in order to make an impact and work on something larger than himself.

Jeff Cichocki

He’s the 2nd largest hard money lender in Wisconsin who uses foreclosure as a last resort with defaulted borrowers. So he’s your contingency guy. He will be talking to both borrowers and lenders. He’s going to show you how to launch and scale your lending business. How to create full-proof applications and how to underwrite. He’ll also simplify some of the more advanced strategies for the newer investor.

TOP 6 REASONS TO ATTEND DEAL MAKER PRIVATE LENDING:

Cutting-edge strategies

Whether you’re new to real estate or a seasoned vet, you’ll pick up many things you never thought of.

Foundation -Building

You can’t go high-level without a strong base and you’re never too seasoned to brush up on the basics.

Workshops

Don’t rely on note-taking. We’ll use interactive learning and you’ll immediately apply what you learn and take it with you.

Bonuses

Freebies, e-books, workbooks and Jeff Watson’s paperwork that he uses with his clients,…all in your goodie bag!

Networking

Create new relationships, find your next lender, grow your lending pool.

Community

Gain insights on your deals, get support when you’re stuck or find a new joint venture partner!

3 Workshops to Expect

Crafting Your Contingency Playbook: Building Resilience in Real Estate Deals

You’ll be put into groups and given a real estate deal gone bad. Your team will be asked to:

  • Identify potential risks in your deal.
  • Outline your primary exit strategy.
  • Brainstorm at least two backup strategies if the primary plan fails.
  • Consider financial, legal, and market-based contingencies.

You will present your ideas to the rest of the audience and receive feedback.

You’ll walk away with:

  • A copy of the Contingency Planning Template for future use.
  • A checklist for key considerations when creating exit strategies.

Underwriting Mastery: Evaluating Deals Like a Pro

All attendees will be provided financial information on a sample property or deal. You’ll break into small groups and underwrite the deal. You’ll have to:

  • calculate the key underwriting metrics,
  • evaluates the risks,
  • decide whether you would approve the deal as a lender or
  • proceed as an investor.
You will present your ideas to the rest of the audience and receive feedback.

You’ll walk away with:

  • an underwriting guide that includes key metrics, formulas, and best practices.
  • access to the customizable underwriting template used in the workshop.
  • a list of recommended tools and resources for ongoing underwriting education.

Demystifying Contracts and Closings & Bulletproofing Your Deals

Learn about customizing documents based on deal structure, chain of title, and even go through a closing check list. Then apply it all to a mock scenario and base contract to:
  • identify and add key protections
  • solve a particular closing challenge
  • bullet point closing instructions
  • use your closing checklist to highlight red flags
You will present your ideas to the rest of the audience and receive feedback.

You’ll walk away with:

  • Full document bundle (the same Jeff uses with his own clients)
  • A comprehensive contract and closing document checklist that attendees can use to ensure they’ve covered all their bases.
  • A sample set of customizable closing instructions tailored to different deal types.
  • A guide with sample protective clauses and contingencies to insert into contracts.
  • Access to a flowchart outlining the entire closing process.

What else is in store?

Introduction to Lending

With a focus on the borrower’s side of the transaction, we’ll show you how to make this process less interrogative and more cooperative.

Preliminary Deal Analysis

As long as you have all the information, you can quickly determine if the deal is worth spending time on. We’ll show you exactly how.

Stress-Free Lending

The best time to worry about a deal is before the deal! We will show you how to think of everything you need and provide checklists to guide you through the process in a full-proof way every time.

Charging Points

when to do it. How to do it…and with how many?

Co-Lenders & Seconds

When should take out a second? What are the risks to everyone involved when there’s more than 1 loan on the property? What about more than one lender on a first position loan. Unsecured vs secured loans.

Business Management and Scaling

Figure out what your business should look like, what roles to fill and where to find people to help you.

Communication and Applications

What to ask for as the lender and what to provide as the borrower and in which format to provide it. There are certain things you only want to put in writing and others should only be spoken over the phone. Which is best where? We will answer that.

…and so much more!

Testimonials

I’ve been to Jim’s Deal Maker conference a few times now it continues to get better each time. The people that Jim has surrounded himself with are not only kind and integral but they are giving and very experienced. The people that are attracted to Jim’s events are great too. I’ve loved being able to develop these relationships that have even turned into friendships.

Nathan Dobbins

There are not many people in the United States that I trust and feel are as Genuine and full of gratitude and gratefulness than Jim Ingersoll. I believe he attracts the same kind of people and I’m not just happy to be a part of this community I’m blessed!

Tom Olson

DealMaker 2024 renewed my faith in people! After being burned in the past, I was skeptical about attending and risking getting taken advantage of again by so-called ‘gurus’ and ‘mentors’ pushing their products or programs. However, I immediately felt like I was in the right room with the right people. It was a life-changing experience for both me and my business. The culture truly inspired me.

Kim McFaline

Deal Maker truly took my investing to the next level. I’ve never met someone like Jim who has a genuine spirit, truly believes in people, and gives back in so many ways. He has helped me to grow my network as well as my business and has encouraged me to “tell my story”. I’m grateful for the path I’m on and owe a lot of it to Jim and Deal Maker.

Junior Martin

DealMaker is a one of a kind event hosted by Jim Ingersoll. One of a kind because beyond learning how to grow your estate business ethically, this is a networking event like no other. Jim’s adage “your network is your net worth” literally manifests before your eyes.

Everyone is approachable and the speakers friendly and accessible.

This is a teach-a-thon not a sell-a-thon.

Whether you are brand new or highly experienced you are sure to learn something new or deepen your knowledge.

Augie Byllot

I still can’t believe how fantastic Deal Makers was!

I had gotten burned badly to the tune of $10,000 a little more than a year ago.

My friend’s wanted to go to this event and I was not convinced until pretty much the last minute.

I am so grateful, I got out of my own way and went!

The presenters were so inspiring and genuine.  I feel so blessed to be a part of this extraordinary event!

I learned so much and still have so much to process!

Tammy Bieniek

Here’s What you’ll get

Bonus 1: Jeff Watson’s Document Template Bundle Get the docs he uses with his clients!

Bonus 2: An E-book written by Jeff Watson giving you a step by step approach to getting started in private lending.

Bonus 3: Three Live Q&A’s after the event with all speakers

  • Get the support you need after being thrown into the "deep end" of lending.

Bonus 4: Loan Servicing Playbook

  • A guide for managing the loan after it closes.
  • A checklist for documenting the progress, conducting site visits and issuing draws
  • Sample forms for contractor releases and draw requests

Bonus 5: Title Review Toolkit

Bonus 6: Elite Deal Maker T-shirt

Event ticket price: $995

Add a partner: additional $580($1575 total)

Book your hotel with special rates

At reduced rates

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