Get Focus | Create Structure | Enable Efficiency

Businesses designed for 

Freedom & Time

Business Strategy exclusively for Property Investment Businesses with between 1 - 10 team members & up to a £1M turnover.

BOOK YOUR PROPERTY STRATEGY WORKSHOP SPACE NOW

I'M JACKIE TOMES

...and I'm here to help you fight the Shiny Penny Monster that has derailed so many Property Investors, stopping them from getting the results that they wanted when they started and ultimately keeps them from being able to scale up their businesses. 

Having built a £6M property portfolio from scratch in under 6 years before the age of 30, I know first hand the struggles that property business owners are going through, and I want to help you to successfully navigate these and get you to your ideal lifestyle as quickly as possible. 

I've found through both my own experience and working with 100s of clients on thier businesses that it's all about getting clarity on which is the right Business Model for you, getting super focused, and then building up a kick ass Property Strategy around that. This is the only way to ensure that you will ultimately be living your Ideal Lifestyle! 

I'd love to support you in building & implementing your very own Property Business Strategy, and the best way to get started is through our foundation course, the Property Strategy Workshop. This is a full-day event designed to bring to life what you need to be considering to be able to create a great Strategy in Property, and how you can make your property business work for you. 

If you are serious about building a great property business, then join the hundreds of other property investors that have attended since 2016 and book on now.

The Property Strategist

Click here to book the Property Strategy Workshop Now

"WE HAVE TRIED A NUMBER OF DIFFERENT METHODS TO HELP GET SOME CLEAR DIRECTION & STRATEGIC FOCUS FOR OUR MULTIPLE BUSINESSES. WORKING WITH JACKIE IS THE ONE THING THAT HAS GIVEN US CLARITY."

- Kevin Poneskis & Caroline Benson

"I WOULD HIGHLY RECCOMMEND JACKIE & DAVE TO ANYONE WHO IS STARTING OR SCALING A BUSINESS."

- Murat Haykir, Moorview Property & KHP Group




THE PROPERTY STRATEGY BLOG

START & SCALE YOUR PROPERTY BUSINESS

Drowing in paperwork? Here’s a lifeboat for you!

Do you ever feel like you are drowning in paperwork?! Have you ever been away and suddenly realise you need a document that is back home in your filing cabinet (or in that ‘paperwork pile’!!) and it ends up causing delays?  

I have found that if our filing is not in order I can’t focus! And if I can’t focus I procrastinate… which wastes time and money!  

READ MORE

Have you got clarity on your priorities?

I find that if you don’t have this clarity that it is the biggest barrier in ENJOYING building your business. 

If you don’t have clear priorities on what needs to be done next and by when, then you end up feeling constantly guilty. 

What does 'Strategy Time' actually mean?

Have you ever heard someone say “You need to spend more time on STRATEGY if you want to build a great business?” – it might have been me you heard say it!  

But what does this ACTUALLY mean?!  

I know the word ‘Strategy’ can seem a bit vague, or maybe intimidating… or dare I say it, just like a generic business buzz word which means very little (and an excuse to go somewhere glamorous to clear your head and focus!)  

Whatever you think of it… let me help to give some clarity about what STRATEGY TIME could mean for YOU.

The biggest factor in Success?

What you do when it feels like everything is against you.  

When you are trying to get your first buy-to-let mortgage and brokers laugh in your face.  

When you overstretch yourself and take on too many things and hit debilitating burnout.  

When builders screw you over and put timeframes and budgets and YOU under huge pressure.  

When valuers down value your project, and banks reduce their promised LTV massively impacting the deal.  

In these instances (and many more) you have a choice…

Make your Ideal Life a Reality with Time Blocking

You can still exercise, stay strong, and feel great when out of town. Plus, maintaining your daily workouts will give you more energy and vitality to take on your travels with vigor. 

The to-do list is NEVER done!

Do you ever feel like you just never seem to get through your to-do list? Does your lack of ability to check off all the jobs on your list make you feel WEIGHTED DOWN? Kind of like it sits heavily on your shoulders?

The Power of Consistent Focus

The Power of Consistent Focus

If you’ve been in the property business for a while, you’ve probably invested heavily in what you are doing. You can probably see great potential future growth from all the work that you’ve put in so far but may have not yet fully realised or monetised it.  

4-Key Tools that are essential for the Holiday Every 6-Weeks Lifestyle

How do you run a property business whilst you are travelling around the world every 6-weeks for weeks or months at a time?!

Here’s my top 4 Tools, that sit as part of a wider framework of systems & processes for making this happen. It’s all about ensuring property transactions and business can still continue in your absence.

Messing things up!

I was the nerd at school that got the straight A’s, and I got a bit of reputation for being ‘perfect’. This perfectionist label stayed with me and became something I felt was SO IMPORTANT to who I was.

Being Perfect was something I actually thought was a good thing to be aspiring to. However, the pressure that I would put on myself to consistently ‘perform’ to was actually stopping me from being both the best and happiest version of me.


PROPERTY STRATEGY BLOG. 

READ MORE HERE

THE PROPERTY STRATEGY VIDEO BLOG

GET FOCUS & CLARITY

A solid process for your next hire

Are you building multiple income streams? The timing is crucial on this

Smashing it! And then the crash... and the aftermath

When does the delayed gratification end?

Before you JV or Leverage out your next Opportunity... Stop! And think about this...

Have you embraced the 'chicken jointing' mindset?

Don't mess it up like we did.

Is it time for a notifications detox in your business and life?

Why we aren't 10X'ing it... and why you don't have to either

Input your text in this area

How to master the right action taking for you








Join the Property Strategy

REVOLUTION

Check out how we can help you scale up your property business with one of our training programmes below

Property Strategy Workshop

1-Day Workshop

 Our Foundation course is a FULL DAY of working ON not IN your property business and understanding the areas of strategy that you need to have in place in order to give you the business AND the life you want. For more information or to book a ticket click the button below

READ MORE

The Power of Proper Property Strategy

4-Disc Audio Programme

An Audio-Programme specifically for Property Investors who want to implement proper business strategy in their businesses. Understand how the 5-key areas of strategy can work within your property business & uncover the tools to design your perfect lifestyle around it. For more details click here 

Property Strategy Sytems Masterclass

16-Week Online Systems Masterclass

The Systems Masterclass covers the 5-Key Areas of Property Strategy and how you can Systemise them in order to create a property business that creates you Freedom, Money & Time. This is a detailed, 'under the hood' look at every single system within our property business with everything you need to know to replicate these systems in your own business

1-2-1 Kickstart Session

An intensive 1-2-1 session, followed by a follow-up accountability call 2 weeks later. This personalised 2-part process is designed to give you clarity and focus on your immediate next steps to forging ahead on your property business – whether you are in the phase of starting-up, scaling up or consolidating your property business. For more information click here

Property Strategy Retreat

3-Day Retreat

Our flagship event is a 3-day residential strategy intensive held in inspirational surroundings in Kent. Set your course for business growth and success alongside a very small, select group of property professionals. These three days are all about quality, focused time away from any day-to-day distractions, so that you can work ON, not IN, your property business. Over the three days we will craft your property business strategy through a mix of high level masterminding, break-out sessions, strategy seminars and 1-2-1 time. Create an actionable plan on one page for you to grow your business, achieve your vision and fast-track your path to success. 

6-Month 1-2-1 Programme

This 1-2-1 programme exclusively for ambitious property professionals who have a property business they want to rapidly grow. This programme is designed to give you focus, clarity & direction on how to grow your property business, enable you to create a property business that will give you the lifestyle that you want and give you an actionable plan that you can implement to achieve the results that you want. 

Download your Free Property Strategy Report Below

Get MORE out of the time you spend in your business - make more MONEY and create more FREEDOM & TIME

6-Step System to Success with Strategy Report will share with you

The systems that you need to get the BEST results in your business and YOUR LIFE...

Inside you will discover which tasks in your business will make the biggest difference to how quickly you get to the next level (even if you are TOTALLY time poor)  

I want to help you make sure your property business is creating an awesome lifestyle AND make sure that you can achieve more in your business at the SAME TIME.  

Click the button below to get access to your FREE 22-page Property Strategy Report and let's get started right now!

Inside You'll Learn:

 -How Strategy can help you to 10X your results (without destroying your lifestyle along the way)  

- The best way to get focused on the RIGHT opportunities - so that you don't waste time chasing shiny pennies that can lead you off track and slow down your results

- About defining what is truly important to YOU in building your business, so that you can shut out the distractions of what OTHERS want and just make sure you are getting the results that YOU care about  

-How to consistently ATTRACT the right clients to your business... so that you can consistently do more and more DEALS, with LESS and less of your personal time  

- The systems and tools that you need to free yourself from the day-to-day operations in your property business... so that you can systemise and leverage STRATEGICALLY ... meaning you can go on #HolidayEvery6Weeks (or whatever else you want to spend your personal time doing!) 

Contact Us

Questions, comments, feedback, hate mail ;) all welcomed using the form below

YOUR TEAM

The Property Strategy dream team! Here to support you on your journey to create your ideal life through your property business. Let's do this. 

JACKIE

Property Strategist

I've grown a reputation in the property world for helping clients to cut out the noise, clarify and simplify what they need to be doing to feel calmer, more in-control and have the laser focus they need to be able to grow a property business that REALLY creates financial freedom. For a select group of property entrepreneurs, I am their personal guide in the quest to making the ideal lifestyle a reality. 

DAVID

The Detail Consultant

Nicknamed Detail Dave, he's the Chief Operating Officer of our sister company Tomes Homes. He brings his expertise across areas such as company structure, legals, tax, valuation methodolgies, to building works, planning permission and financial planning... He's a genius that I'm delighted to have on the team to support clients as and when required.

LUCINDA

Client & Event Manager

Lucinda brings the organisation and order behind the scenes! Making sure all our awesome clients are looked after and that our events run smoothly. With Lucinda on your team there isn't much that you cannot do... when she is not on your side... well let's just say that I'd be scared ;) 

How can we help you?

Whatever stage you are at in building your property business we would love to support you.


Read our Blog.


READ NOW


Check out our Video Blogs & YouTube Channel.



Download our free Strategy Report

The 6-Step System to Success with Strategy Report will share with youThe systems that you need to get the BEST results in your business and YOUR LIFE...


Strategy Workshops, Retreats & Courses

Find out how we can support you through our live events, online training courses and 1-2-1 support.








Property Strategy

Workshop

A FULL DAY of working ON not IN your property business and understanding the areas of strategy that you need to have in place in order to give you the business AND the life you want. 

Property Strategy Workshop

  • Optimise what you’ve currently got or are working on in property
  • Focus on what areas are right for you to give you the best results in the shortest possible time
  • Discover how to get your ideal business and lifestyle balance 
  • Focus in on the right business model for you in property to get the results that you want
  • Create the solid foundations on which to build your strategy to achieve your VISION  


Location: The Reform Club, 104 Pall Mall, London, SW1Y 5EW (nearest tube: Picadilly Circus or Charing Cross)

Time: Arrive 8.45am for 9am start; 5pm finish  

Price: £279+ VAT (until 1st September 2019, when price will be increasing to £495+VAT)

Dates:  

  • Thursday 17th October
  • Monday 2nd December


Special Offer until the Saturday 31st August:

With your purchase of the workshop you will also get...

Scaling your business, living your ideal lifestyle and taking the most efficient path to success  

The step-by-step guide to the structures, systems & processes you need to achive both SCALE and FREEDOM from your property business. Choose the module that best suits you from the following: Sourcing & Acquisitions, Funding, Operational Delivery, Financial Management & Team.  

Secure your space at the workshop for £279+VAT (or 3 monthly payments of £99+VAT) including the bonuses above - strictly until 31st August when the price will increase to £495+VAT

Once you have booked (using the link below) we will contact you for your date choice - these are allocated on a first come first serve basis so please keep an eye on your emails to avoid disappointment. If you would like to attend but cannot make the dates listed, please drop us an email to info@property-strategy.com and we can discuss with you the future options.  

The day is crafted around exercises and personal reflection time for you on your business - getting you to consider the different areas of strategy and how they relate to you and your business.  

You'll understand how you can get FOCUS & CLARITY, and get your head into understanding the different areas of Property Strategy. 

Click Here to Book Now

Why would you want to attend the Property Strategy Workshop?  

If you can relate to any of the following statements, then the Propety Strategy Workshop is for you...  

  • You feel you are not getting the results that you want fast enough in property, and even though you are working really hard with lots of good opportunities around you, you don't seem to be getting the benefit in your back pocket
  • You are fed up or frustrated with property and want to find out how to reignite your passion for it
  • You know that you want to build a property business but you are overwhelmed and confused about how to go about it
  • When asked "What it is your property business does?", you struggle to articulate it in under 60-seconds
  • You feel like you are at networking events all the time and don't really know why you are there if you are honest with yourself
  • You have realised you have bought a lot of properties but that you've never thought about them as a business, and you aren't really sure what this means or how to do it
  • You want to scale-up and buy more property but you don't have the money to do this, which holds you back
  • For you property is about being able to create freedom & time to do other things that you love - so it's really important that property enables this to happen for you (and maybe it's doing the opposite at the moment) 
  • You are not completely clear on what your Vision is for your property business and your life, and you don't know how to get clear on this (or why it matters) 
  • You are getting conflicting advice from multiple sources about what you should be focusing on, and you don't know what is right for YOU anymore  

Who is the Property Strategy Workshop for?  

As the workshop is specifically designed for a small number of property investors around a boardroom table (max 16) we are able to tailor elements of the day around the specific group of people in the room. This means the day works for new investors all the way through to investors with portfolios up to a value of £20M+. Typically the room is made up of a mix of...  

- Experienced landlords and investors who have been in property for 10+ years, usually having built portfolio's with their own money and may have got fed up or frustrated with the property world and want to find their focus again for how best to move forwards

- Those just starting out in property who want to make informed and focused decisions about the best way to build a property business from the beginning

- Investors who have been in property for 2-3 years and have done other property training courses, but are feeling overwhelmed with where best to focus their time moving forwards in order to get the best and quickest results 

- Experienced investors with substantial portfolios (that have often been built with external investment) who are looking to optimise and grow the business as efficently as possible (while still enjoying a nice life alongside it!) and may feel their business is not providing them with the results that they hoped or expected to be achieving by this point  

The Property Strategy Workshop will inform and guide the decisions that you make day-to-day in your property business moving forwards, so the sooner you can start this process, the better. As it's these decisions which can ultimately take you down the right route for you, or can be a complete distraction from getting the results that you want.

The Property Strategy Workshop is run by Jackie Tomes & her business partner (and husband!) David. Together they run Tomes Homes, a property investment business that has built a £Multi-Million property portfolio on the outskirts of London & Kent from scratch since 2013.  

Jackie is known as The Property Strategist - working with property investors and entrepreneurs from start-ups in the very early stages all the way through to established property companies worth tens of £millions. Jackie brings property business owners back to the real reasons they started (or are starting) their businesses; and works with them to create great actionable strategy that keeps them focused, on-track and ultimately building the lifestyle they wanted when they started. 


IMPORTANT: The dress code at this venue is strict. For men a jacket, tie, smart trousers and shoes must be worn. For ladies, please dress smartly with no jeans and smart shoes. We promise the venue is well worth the effort!  

To reserve your space on the next available workshop - please click the link to below!  

Any questions? Email info@tomeshomes.com

What can you expect at the Property Strategy Workshop  

& what have our previous attendees thought?

Our last 8 Property Strategy Workshops were sold out, and many had waiting lists. With a maximum of 16 spaces around the table in each workshop spaces do not hang around, so we recommend booking asap in order to secure a space at the date of your choosing.

Click Here to Book Now

Power of Property Strategy Audio Programme

4-Disc Audio-Programme specifically for Property Investors who want to implement proper business strategy in their businesses  

£49+VAT (including P&P to Mainland UK)  

Jackie Tomes, Property Entrepreneur & &usiness Strategist with £Multi-Million property portfolio and multiple businesses reveals how proper strategy can supercharge your property success, take your property business to the next level & &reate the lifestyle of your desires.  

What is your big reason for starting your property business? > Freedom to do what you want, when you want, with who you want? > Money to fund the lifestyle that you want and the things that are important to you? > Time for the things and people that you care about? > Less stress, so that you can enjoy life more? > To be able to serve the world and give back

Whatever your big why and motivation is – let’s make sure that your property business enables it. Without a clear strategy, your business can end up giving you the opposite of what you wanted when you started it in the first place.

Understand how the 5-key areas of strategy can work within your property business & uncover the tools to design your perfect lifestyle around it.  

Order Now

**Property Strategy Kickstart**

Property Strategy Kickstart: 1-2-1 strategy session  

This is a two part process to getting focus, clarity and forging ahead with confidence on your property business:  

  • Part 1: 2.5 hour 1-2-1 Online Session (or face-to-face in Margate)
  • Part 2: 30 minute 1-2-1 follow-up call two weeks later  

Price: £895 + VAT  

Part-1 Session dates:  

  • Tuesday 6th August 2019 - Booked
  • Thursday 15th August 2019 - Booked
  • Thursday 29th August 2019 - PM Available
  • Wednesday 25th September 2019 - PM Available 
  • Thursday 3rd October 2019 - PM Available (Online or in Northampton)
  • Thursday 10th October 2019 - AM Available
  • Tuesday 12th November 2019 - PM Available
  • Monday 25th November 2019 - AM Available
  • Tuesday 10th December 2019 - PM Available 

Part 2 Follow-Up Call: will be booked in at the end of the Part 1 session  

If you cannot make any of the dates above, or if you would like details of dates later in the year please send us an email to info@tomeshomes.com and we can let you know the options  

Once you have booked (using the link below) we will contact you for your date choice. These are allocated on a first come first serve basis.  

Click Here To Book Your Place

Property Strategy Kickstart is designed to:  

  • Provide you with a personalised review of your current business(es) alongside your Vision to ensure they are aligned
  • Overcome the biggest challenges currently facing you / your business
  • Challenge you on the decisions you are making to ensure they are the right ones to get YOU where you want to go
  • Clarify what you should be saying yes and no to (what business models are right for you)
  • Clarify which next steps will get you towards your goals quickest  
  • Ensure you are on the path to getting the fastest results, in the shortest possible time  
  • Create your high priority action steps to move your business forward  

No two Property Strategy Kickstart sessions are the same, because it's all about YOU and YOUR specific Vision & Challenges, and making sure we have the right next steps for you to move forwards. However, there is a broad framework that I use to guide the session.  

Overview of the Property Strategy Kickstart session process:

1. Current Context: First we take a look at where you are currently at when it comes to building your property business - what have you achieved so far?  

2. Challenges: What are the main frustrations or challenges that you have at the moment that are holding you back and preventing you from moving forwards?  

Then we take a step back from the now...  

3. Vision: What are you ultimately trying to achieve with your Property Business / Investing? What does the ideal future look like in your business and in your life? Understanding what success looks like for you in order to guide the immediate decisions for how to get there.  

Then we come back to the current context and challenges...  

4. Highest Priority Challenges: Based on where you are ultimately heading towards, what are the biggest barriers / challenges to starting to move towards this? We'll decide the highest priority challenge you face to go in-depth into. This varies from session to session, but as examples this can be: what should my main focus be in property moving forwards (e.g. single lets, HMO's, rent-to-rent, developments, etc.), how to source (better) deals, choosing an investment area that works, framework for choosing the right business partners, how to find the first investors or how to find the right investors, what is the right deal for me, plans for systemising your business, how to make your next / first hire, managing time to be able to achieve what you want to in the time that you have  

5. Action Steps: We bring everything together into a 1-Page Action Steps plan, so that you have a clear focus on the actions you need to take heading out from the session. You will have real focus and clarity on what things really matter for you in the next stage of building your property business, and how those steps relate to your Vision  

At the end of the session we schedule your Follow-Up Call for approximately 2 weeks after the session so that we can catch-up to review your action steps and how you have got on and answer any questions that have come up off the back of the session. 


Frequently Asked Questions:  

  • How much extra do you charge if I want to bring my business partner? I think it’s important to get both business partners along to strategy sessions, so if you have a business partner, they can join you in your session for no additional charge. If there are more than two of you it may be that we get too tight for time - if this is the case please get in touch to discuss the options  
  • Is this a tax-deductable business expense? If you have an existing property business, then it is usually possible to deduct the cost of a training programme before tax – talk to your accountant about this  
  • What about ongoing support? Can't I just go straight onto one of those programmes? In order to provide the best quality service - access to The Property Strategy Programme or The Mentoring Programme is by invitation only. The Property Strategy Kickstart session is a great way for me to understand where you are at, what your particular challenges are and what your ongoing area of focus is. Depending on the outcome of these areas I may make an invitation to join the ongoing 1-2-1 programmes, but I will only do this if it is right for you to do so. Depending on what ongoing support we decide you need, I may also make introductions to other suitable professionals / mentors / coaches if you wish.  

From feeling overwhelmed at Spaghetti Junction to organised, practical plans  

"Spaghetti junction. This is how I felt before taking the 1-2-1 session with Jackie. Being a new starter in property, I kind of knew where or in what direction I'd like my Site Sourcing business to go, however, I was in a muddle in my mind about where to even begin.  

With some intelligent, probing questions from Jackie I was able to get that little bit more clearer on my vision and direction. I came away with clear action items, easily implementable ideas that have helped me focus on key priority tasks.  

I came away feeling like there was a right path forward for me and my business. Highly recommended, as Jackie has a way of organising your thoughts into practical plans."  

Kemi, Land Sourcing, London


All the ideas flying around in my head turned into actionable steps  

"Before the Property Strategy Kick Start I felt overwhelmed by all the options available in property. The more I looked into it the more overwhelmed I seemed to get and I didn’t know where to start.  

Jackie managed to take all of the different ideas flying around in my head and bring them together to form a plan. Working through it stage by stage meant I got real clarity on where I wanted to be and immediately actionable steps to help me get there.  

I now know exactly what I need to do to make a start on my property business and what I want to get out of it. I would recommend the session to anyone who is unsure which direction to take in property or feels overwhelmed and unsure of how to begin."  

Katie, Buy-to-Let, Essex


Clear Vision and Definitive Steps, Systems & Strategy to execute on  

"Being overwhelmed and having a new business partner at the helm, my property journey was moving at a snail’s pace alongside feeling frustrated in managing a full-time job and family at the same time.  

After going on the 1-day workshop (which was invaluable!), I booked onto the 1-2-1 strategy session. This proved to be a wise decision as Jackie helped me and my business partner gain clarity over our roles within the business, outlined processes we needed to do in order to create a scalable and sustainable business model.  

This all comes on the back of having a vision with definitive steps set out to carry out the strategy and systems to execute, all which Jackie expertly delivered.  

Having known Jackie over a period of 6 months, my dealings with her have found her to be approachable, reliable, efficient and thorough, responding to queries in a timely and knowledgeable manner. Her glowing and earnest personality makes her someone I am extremely proud to work with and cannot recommend her strategy sessions highly enough especially if you need to find clarity, focus and direction in your business."  

Qasim, Build-to-Rent, Birmingham


A Clear Vision & Strategy to avoid Shiny Penny Syndrome  

"As a complete novice to the world of property developing, and overwhelmed by the many strategies that can be undertaken to achieve huge success (through the many seminars that I had been to), I was in desperate need of an entry strategy as well as needing clarity as I was feeling incredibly overwhelmed.  

My big ideas that had been created as a result of the many talks and seminars I had been to needed to be stripped back for the time being, so I could focus on how to start. To start in the best way possible, to avoid ‘shiny penny syndrome'. By attending this first workshop I realized quickly that I did not want to work backwards, and wanted to carve out my approach from someone both successful and relatable in terms of achievement - enter Jackie Tomes.  

I can honestly say if It wasn’t for sitting down and carving out my entry strategy I would be running up and down the country - spending entire weekends driving to and from Liverpool chasing my shiny penny before realizing (the hard and expensive way) that Liverpool probably isn’t the most viable option to me. I would still be distracted in terms of questioning which strategy to go with as ‘I’ve just seen my mate on Facebook make a killing with an HMO and maybe I should do that…!’  

I’ve got my short-term plan in place and it’s not budging until I’ve made it successful, I feel calm and collected with a clear strategy and vision in place something I just would not have had I not worked with Jackie :) "  

Lauren, Buy-to-Let, Birmingham


Strategy leading to success with Investor Avatar  

"I found the strategy day and follow up session to be utterly refreshing.  

Before the sessions I felt overwhelmed and stuck, after the session I had clarity again. I knew what I needed to do and the reason why I was doing it - I wasn't busy for the sake of it - I had purpose.  

I was clear on my strategy, the models we were going to use to get there and my investor avatar, which is already proving fruitful. Thank you!"  

Joanne, Buy-to-Let, Yorkshire


A personalised game plan  

Jackie is so understanding and knowledgeable. Before attending the Kickstart session I was very lost at what to do next to get closer towards my goals. Jackie is very upbeat, down to earth and took the time to discover my wants and needs before building a game plan that suits me personally. What I particularly found useful was learning what I should be focusing my time, energy and attention on.  

After the session I felt a great sese of clarity and a solid base to build from.  

This session is a great place to start and would recommend to anyone that wants to live their life with purpose, passion and integrity. This is just the start for me and I will definitely be seeking further advice from Jackie during my road to success.  

Jay LIghten, Buy-to-let, Essex

Property Strategy Retreat

3 intensive days working ON not IN your business crafting your business plan for growth and success over the next 1-3 years 

  • Get complete focus, clarity & direction on how to grow your property business
  • Create a property business that will give you the lifestyle you want
  • Map out a straightforward and actionable plan to fast track your results on just ONE PAGE

At the end of the 3-days, you will walk away knowing exactly what you need to do to grow your property business AND improve your lifestyle along the way  


Next Available Dates: 

Friday 27th to Sunday 29th September 2019 - 1 space left

Friday 7th to Sunday 9th February 2020 - 1 space left

Friday 25th to Sunday 27th September 2020

Location: The Sands Hotel, Margate

Price: £3,995 + VAT

If you have a business partner that works in the business with you then there is a reduced rate for them to attend with you...  

If you are happy to share a bedroom at the hotel ;) then business partner can attend for £500+VAT  

If you would like separate bedrooms at the hotel, then business partner can attend for £850+VAT  

If you would like to spread the payments, then payment plans are available - please get in touch to discuss the details with us.

Register your interest here

We will design the life that you want & a plan for how your property business will help you get there...

What was your big reason for starting your property business?  

  • Freedom to do what you want, when you want, with who you want? 
  • Money to fund the life that you desire? 
  • Time for the things & the people that you care about? 
  • Less stress - so that you can enjoy life?! 
  • To be able to serve the world & give back?  


All too often our business can give us the opposite of this! So whatever your reason, make sure you have a plan for achieving it.  

The aim of this retreat is to get you on track to...

  • Putting more money in your pocket each month
  • Positioning yourself at the top of the property industry within your niche 
  • Crafting out free time in your life - so that you are running the business, and it isn’t running you
  • Understanding how to scale-up your property investing without it taking over your life  

Your personal property business plan on just one page  

Our retreat has been designed to give you the space and time-out from your day-to-day business to be able to reconnect with where you are trying to get to and make a step-by-step plan to grow your business in a way that is right for you.

We will work side-by-side to create or refine your strategic plan to take your property business (and your life!) to the next level over the next year.


We will go into detail and analyse every-aspect of your property business together, to give you the focus and clarity on how to rapidly scale up your results.

At the end of the 3-days, you will walk away knowing exactly what you need to do to grow your property business AND improve your lifestyle along the way  


Exclusively for ambitious property investors with a property business that they want to rapidly grow  

A rare opportunity to spend time together for 3-solid days - totally immersing ourselves in your Property Strategy.

It’s small and personal! You won't be crammed into a room full of loads of people. The retreat is designed for just 4-6 Property Business Owners. It's important that we get to know you, your aspirations and your business, so that the plan you walk away with is uniquely YOURS

In my experience when a plan is this personal, it is so much easier to commit to it, and ultimately compound your results

You don't have to travel halfway around the world to attend. It is a deliberate choice to hold this in England, as I don't want you to have to waste unecessary time and money travelling to some exotic location - I know it's hard enough just to take 3-days out! So it's about maximising the time you have to spend working ON your business (and not 2 days spent travelling for the privilege!).

Due to it being such a small group of business owners, it will be HIGHLY focused and RELEVANT to you.

You must be a property business owner to attend. Property is a very niched business so we want it all to be relevant to you. 

There will be plenty of 1-2-1 time, ability to ask your specific questions, and to get the attention you need to be able to make the right decisions in your business  


The Property Strategy Retreat provides you with quality time to craft your property business strategy over the three days, through a mixture of:  

  • High level masterminding 
  • Break-out sessions 
  • Strategy seminars & workshops 
  • Guided personal time 
  • Plenty of 1-2-1 time together on your business


The full package comes as standard:  

  • Stunning overnight accommodation on days 1 & 2 
  • Full catering throughout the retreat, including dinners at a 2 AA Rosette Restaurant overlooking the sea  

From overwhelm & frustration to focus & clarity  

Over the 3-days we will go through a step-by-step process together to ensure the 12-month action plan we build for you is the right one that fits around you...

1. Take Stock

Move from working IN your business to working ON your business

Make sure you are building the right business for you  

2. Dream

Design your ideal lifestyle so we can make sure we are building the RIGHT plan for YOU

Get total clarity on your Vision & Values - or review, refine and optimise these if you already have them

3. Analyse

Assess how you are currently operating - what is and is not working? So we can cut wastage and ditch what isn’t working!

Analyse your current financial processes to ensure you are minimising risk and maximising profits throughout all areas of your business

Remove frustration and overwhelm  

4. Refine

Streamline how you are operating to ensure you are geting the maximum results from the minimum effort

Mould your business into something that will work a lot more efficiently and get you to your goals a lot quicker

Ensure you are putting the right structures in place to be able to systemise, outsource & scale

5. Refocus

Free your mind and give you clarity on where to focus

Clarity on what opportunities to say Yes and No to

6. Get ready for Action

Create an actionable plan that gives you complete clarity over what you need to do over the next 4 weeks after the retreat to launch yourself forwards in your business

Walk away with your fully thought through and considered strategy for the next 1-3 years down on ONE PAGE. Ready to be implemented in the knowledge that you will be building and and systemising your business in the right way to ensure you achieve your Vision


The Nitty Gritty Details

Location: The Sands Hotel, 16 Marine Drive, Margate, Kent, CT9 1DH - www.sandshotelmargate.co.uk  

Accessible by car via the M2, and by direct trains from London out of St Pancras International (1h25) and London Victoria (1h45)

Price includes all your accommodation and catering - so you won't need to worry about any of that while you are with us

To ensure adequate care and attention for each business, there is a maximum of 6 spaces available, and acceptance onto the retreat is by application only (please see below for the key attributes we are looking for)  

Time: Arrive 8.45am for 9am start on day 1, with a 5pm finish on day 3  


Your Strategic Team for the 3-days

The Tomes Homes team is your team throughout the retreat. Together we will craft your property strategy to supercharge your property investing success.

Jackie Tomes: The Property Strategist  

  • Background in Consumer Insight - bringing knowledge of human behavior into strategic marketing direction 
  • Became financially free through property and quit the full-time job in market research by the age of 26 (2 years and 8 months after starting in property) 
  • The creator and driving force behind the growth of Tomes Homes from nothing to a £6M portfolio in just 6 years 
  • Well known for helping clients to cut out the noise, clarify and simplify what they need to be doing to feel calmer, more in-control and have the laser focus they need to be able to grow a property business that REALLY creates financial freedom 
  • Featured multiple times in Your Property Network magazine and Inside Property Investing Podcasts, and is regularly invited to speak at Property Events throughout the UK  

David Wigram - otherwise known as Detail Dave!

  • Our resident detail, finance, spreadsheet, logic man will be joining us throughout the whole 3-days
  • Bringing his knowledge of all things detail! 
  • From company structure, legals, tax, valuation methodolgies, to building works, planning permission and financial planning...


Together we have built a £6m property portfolio in Kent in just 6 years (by our early 30's)

And we are here to help propel you forwards using our expertise in JV Finance raising (structuring deals with investors properly - considering tax, legal and lending implications), in single lets, HMO's, conversions and blocks of flats... and of course STRATEGY.

... Proper Property Strategy

Access to the retreat is strictly by application & invitation only - if you would like to be considered for the retreat please register your interest using the button below and we'll be in touch do discuss this with you.

Some of the key attributes we are looking for when assesing applicants are as follows...

  • Up-and-running property business (minimum 2+ property deals completed)
  • Ready to commit to scaling your property investing professionally
  • Prepared to put in the time needed and take the actions necessary to succeed in property 
  • Ability to make tough decisions to enable a streamlined and efficient business 
  • Open to new ideas and ways of doing things 
  • Willingness to push the boundaries of your comfort zone in order to progress

6-Month Property Strategy Builder Programme

  • Get focus, clarity & direction on how to scale or consolidate your property business 
  • Create a property business that will give you the exact lifestyle you want 
  • Map out a detailed, all-encompasing plan to fast track your perfect results on just ONE PAGE 

The Property Strategy Builder is a 6-Month Programme for property professionals who have a property business they want to start, scale-up or consolidate  

  • We build your property strategy together over 6 x 2-hour, monthly 1-2-1 sessions so you have the space & time between sessions to reflect and ensure the plan we are creating definitely is right for you
  • Sessions are held online via Zoom video conferencing software (so you can join from wherever you have an internet connection!) or face-to-face in Margate, Kent
  • If you have a business partner, they can join you in your sessions for no additional charge 


Availability:

  • August 2019 - booked
  • September 2019 - 1 space available
  • October 2019 - 1 space available  

It would normally be £4680+VAT for 6 strategy sessions when booking them individually at the standard pay-as-you-go rate. However, when you join the Property Strategy Builder Programme, by making a commitment to work together over 6 months you are able to 'bulk buy' consultation time with me, getting 1-2-1 time at a substantially discounted price, as well as getting some awesome additional perks worth thousands of pounds added on for free (details below).  

The investment for the programme is £3,995 + VAT 

How to Apply: 

This programme is strictly by application and invitaton only - if you would like to be considered, please drop us a message via the Contact Us page.


THE DEFINITION OF STRATEGY? “A plan …designed to achieve an overall aim”  

So what is your overall aim? And what is your plan for achieving it? Such simple questions… that can be very difficult to answer!  

We start by getting to the bottom of YOUR overall aim, and then build a step-by-step personalised plan to get you there.  


The Property Strategy Builder is specifically focused on the second part of this equation - Property Business Strategy. It is the integral part of growing a successful property business that most miss. Now, when I say 'Property Strategy' I don't just mean being clear on whether you are doing HMO's, commercial conversions, etc - those are business models, not strategies. We need to build your property strategy around your business model.  

That is how you ensure you are building a property business that REALLY gives you the results you desire, as well as ensuring you are sustainable and scalable in the long-term. 


Design the life that you want & a plan for how your property business will help you get there  

What is your big reason for starting your property business?  

  • Freedom to do what you want, when you want, with who you want 
  • Money to fund the life that you desire 
  • Time for the things & people that you care about 
  • Less stress - so that you can enjoy life! 
  • To be able to serve the world & give back  

All too often your property business can give us the opposite of this! So whatever your reason, make sure you have a plan for achieving it - that is what the Property Strategy Builder is designed to do. 


Overview of the Property Strategy Builder Process  

What makes this programme different is that it is all centred around you and ensuring the decisions we come to and the plan we design is truly personal to you and right for you – it is not a one-size fits all approach. Therefore, depending on your individual circumstances, desires and challenges I will adjust the programme to suit you. For example if you are in a rapid phase of growth you may have a number of businesses running alongside each other – so unravelling this and getting to the bottom of what you should be focusing on will take a larger portion of our time. On the flip side, if you are in a portfolio consolidation phase, a larger part of our time together will be understanding how the portfolio is currently functioning and what is / is not working to ensure we have all the data we need to make the right decisions.  

So please view the following overview as a guideline only and know that I will ultimately make it work best for you so that we get to the right plan for you.


The end result? Your personal property business plan on one page  

  • I am accredited to use Strategy on a Page – the powerful tool that makes strategy simple to implement
  • Together, we will create an actionable plan for the next 1-3 years, on one page, enabling you to build & systemise your business in the right way to achieve your vision
  • You will walk away with your whole strategy for the next 1-3 years concisely written onto one page of A3, so that you can immediately action it with clarity and focus

The Systems for Success: Tomes Homes Systems Toolkit Robust, scalable and efficient systems are integral for your business and lifestyle success  

But what systems do you actually need?!  

Your 1-3 year Strategy will be designed to ensure you are creating and implementing the systems you will need - ensuring your business will be robust, scalable and efficient.  

The RIGHT systems will free you to focus on what you LOVE and support the lifestyle you want.  

 And to make this process as easy as possible for you, you'll also get access to all of our Systems & Process documents.  

You'll get our Tomes Homes Systems Toolkit at our first session together. This is only available to clients and it contains the systems & processes that have enabled us to build a £5M+ portfolio in 5 years AND create the holiday-every-6-weeks lifestyle. They have been thousands of hours in the creation & implementation, and include thousands of pounds of investment contracts. We have also made some pretty expensive mistakes during the last 5 years that these processes are specifically designed to safeguard against so that you dont have to make them too. Tomes Homes Systems Toolkit - you literally can't buy this, but if I had to put a nominal value on it, when taking into account the many hours of work spent building and refining these, and the costs of other professional fees needed in their creation, it would be well in excess of £10,000 

So you can systemise your property business, without having to do all the hard work to create these yourself...  

  • Sourcing & Acquisitions: viewing check-lists, deal pipeline spreadsheet, briefing documents
  • Deal analysis: deal analyser tools for single let’s, HMO’s & developments
  • Funding: JV contract templates, loan agreement templates, JV partner pipeline process & paperwork designed specifically to adhere to FCA regulation, investor information packs
  • Refurbishment: refurb specifications, refurb estimator tool, project management ticklist, refurb completion checklist
  • Finance: financial reporting spreadsheets (inc. P&L, cashflow forecasting, balance sheet), master portfolio spreadsheet, bookkeeping & receipts processes
  • Online systems: processes for how to use online systems in the best way. From task management, accounting, client relationship management, team management, etc.

Between session support: SOS phone calls  

As part of the programme you'll also get access to 3 x 30 minute "SOS" Phone Calls. These calls can be booked as and when you need them. You simply need to email us if you have something that requires priority discussion before our next session together, and we'll get this booked in ASAP.  

In these calls we can discuss anything that you need help with! Some examples of the sort of questions we can cover in these calls are...:  

- "How do I structure a new deal with a JV partner?"  

- "I can't get lending on X deal - what can I do?"  

- "Should I hire person A or person B?"  

- "I've been presented with X Opportunity - is this right for me? Does this fit with the strategy?"  

- "Things aren't going to plan with X - what should we do next?"  

- "My business partner and I have completely differing points of view on X, and it's stopping us from doing anything... how can we resolve this so we can move ahead?"  

If you were to book this call support outside of the programme it would be charged at my pay-as-you-go hourly rate of £180+VAT, but these are included for free as part of the programme so I can make sure you build momentum month-by-month.


Property Strategy Builder Programme: Summary  

6 x monthly 1-2-1 Property Strategy Sessions - value £4680+VAT  

Tomes Homes Systems Toolkit - value £10,000+VAT  

Strategy SOS Phone Calls - value £585+VAT  

Total value of £15,265+VAT  

Investment for the 6-month Property Strategy Builder programme is just £3,995+VAT 


Frequently Asked Questions:  

  • Can I spread the payments for the programme? Yes – you can spread your payments over 6 equal instalments
  • Are there any discounts available? If you would like to pay upfront for the programme there is a 15% pay in full discount
  • How much extra do you charge if I want to bring my business partner? I think it’s important to get both business partners along to strategy sessions, so if you have a business partner, they can join you in your sessions for no additional charge. 
  • Is this a tax-deductable business expense? If you have an existing property business, then it is usually possible to deduct the cost of a training programme before tax. Please confirm this with your accountant

What my clients say about working with me on their Property Strategies...

Business plan to give you laser focus  

"I always come away from my sessions with Jackie energised and refocused on what I should be working on for my business based on the business strategy we’ve been working. In awe of the skill she displays to elicit the core values within me that I wouldn’t have been able to articulate on my own. Jackie definitely knows what she is doing and you can clearly see she is passionate about her clients getting results. I now have a business plan to keep me laser focused on achieving my objectives with key implementable actions!  

Thank you so much Jackie!"  

Kemi Ogidan


Strategic focus for multiple businesses  

“We have tried a number of different methods to help get some clear direction and strategic focus for our multiple businesses and working with Jackie is the one thing that has given us clarity as well as a tangible process to follow which is completely repeatable.  

Jackie is a great listener, intelligent and insightful and gives good advice as well as keeping us on track. We highly recommend working with Jackie.”  

Kevin Poneskis & Caroline Benson


Save 1000s hours of wasted time  

"I attended Jackie’s training two years ago. At the time I found the training freed my mind, gave me total clarity on where I should, and also should not be focusing. I cannot explain how liberating this is!  

Two years later the benefits of the training continue to compound. Having known what to say yes and what to say no to has saved me 100s if not 1000s of hours of wasted time. This has meant I’ve completed more deals and also had more free time to spend with my family (the reason I stated in property in the first place!) thank you Jackie!!"  

Sarah Nuttall, Edward Milton Property  


Get to your goals a lot quicker  

"We were frustrated at the progress we were making in the business. We have a team of five highly experienced & talented people and felt like we should have been moving a lot quicker with what we were doing.  

We now have absolute clarity on where we need to go – everyone is aligned & it’s allowed us to focus on what we really need to do and ignore the distractions of life. We didn’t realise the value of it, but now we’ve done it, we wished we’d done it a year ago.  

Whatever stage of your journey you’re at you should just do it. It will help you mould your business into something that will work a lot more efficiently & set you towards your goals a lot quicker. So just do it."  

KHP Developments


From overwhelm to clarity with strategy  

“Before I came on Jackie’s Property Strategy Programme I was a little bit overwhelmed. I’m a shiny penny chaser, trying to do lots of things at once and not really getting anywhere.  

As a result of doing the Property Strategy Programme with Jackie I have now got so much more clarity, I’ve got an end vision, I’ve got definitive steps along the way &&I’m well on my way to getting where I want to be.  

If anyone is thinking of attending the Property Strategy Programme, my advice would be stop thinking about it and start doing it, in just a short space of time, it has had a massive impact already.”  

Toni Gargan


Aligning your Vision with your Short-Term Actions  

"It has been really great working with Jackie to get some real clarity on my strategy. The real power for me I think is to be able to get down some of the detail around each section that makes my Serviced Accommodation business of particular value and to be able to articulate that to different various stakeholders. Also, exceptionally powerful in terms of being able to get very focused on your long term goal and how that turns into meeting a medium term goal and then the short immediate key actions.  

This has enabled me to be able to plan my weeks now in line with my short term goals (which are aligned to my medium and in turn longer term goals). This is really a very powerful thing to be able to ensure you stay on focused in what you're doing. Strategy on a Page is of very good use to not only for more advanced investors but also newbies who perhaps may not have been thought about certain elements of their business yet in terms of cash flow, planning for resources, and some of the sales and marketing elements that are required to build a sustainable business."  

Hitesh Mistry 


Together we will:  

  • Remove frustration and overwhelm  
  • Get clarity on your Vision & Values 
  • Build you a personal plan on one page for you to grow your property business 
  • Make sure you are building the right business for you  
  • Create an actionable plan for you to fast track your path to success  

Jackie Tomes: The Property Strategist  

  • Background in Consumer Insight - bringing knowledge of human behavior into strategic marketing direction 
  • Built a £5.5m+ property portfolio in Kent in 5 years before the age of 30 
  • JV Finance Raising Expert - structuring deals with investors properly (considering tax, legal and lending implications)
  • Experienced in single lets, HMO's, conversions, blocks of flats (title splitting) 
  • Featured multiple times in Your Property Network magazine and Inside Property Investing Podcasts
  • World Record Holding public speaker  

Property Strategy Systems Masterclass

16-week Online Masterclass covering the 5-Key Areas of Property Strategy and how you can Systemise them in order to create a property business that creates you Freedom, Money & Time  

We will take you 'under the hood' and share in detail with you the Tomes Homes structures, systems & processes that enable us to go on holiday every 6 weeks.  

Next available start dates:  

  • w/c 9th September 2019
  • w/c 4th November 2019
  • w/c 6th January 2020


Full Programme Price: £1,190+VAT

Individual Module Price: £300+VAT (choose from Sourcing & Acquisitions, Funding, Delivery, Financial Managment or Team Modules, and get full access to this module for 3-Weeks)

Once you have signed-up (using the link below) we will contact you to confirm your choice of start date  

Over the 5 modules we show you how to create the systems to across every area of your property business:  

  • Sourcing & Acquisitions: consistently attract the right type of deals to you, and how to ensure they legally complete with your minimal involvement
  • Funding: consistently attract the right type of investment to you (in a legal way that complies with FCA regulation) and ensure that you have BOTH the Deals AND the Funding at the same time
  • Delivery: deliver on multiple property projects efficiently without your constant involvement
  • Financial Management: ensure you have a scalable and financially healthy business that can sustain itself through both the good times and bad and ensuring you can sleep well at night!
  • Team: find, grow and retain a team that you enjoy working with so that you don't have to do everything yourself!  

Overview of the modules & classes covered on the Property Strategy Systems Masterclass...

How does the Online Masterclass work?

  • Every week for 12 weeks, 2-3 new classes will be released for you to attend
  • The video tutorial classes will be released every week on a Monday
  • You can attend these classes at a time that suits you during the week around your current schedule 
  • The course is designed to be flexible around your life, but also to keep you pushing through the individual classes on a weekly basis. Say for example you have a very hectic week, you could miss a week and catch up with two lots of classes the following week.  
  • You can attend from anywhere in the world, and in any environment that suits your learning (from your office, to your living room, to a sun lounger!) - all you need is a WiFi connection
  • There will be between 1-2 hours of lesson time each week (depending on the specific module & classes) 
  • The course is 12 weeks, but all the videos will be available to you for 16 weeks in total - so you have time at the end of the course to catch up on any of the classes you may have missed, or rewatch any of the classes  

There are...  

  • 5 Modules 
  • With 27 classes
  • Over 20 hours of in-depth, detailed systemisation content specifically for property investment businesses  

Property Strategy Systems Masterclass is designed to:

  • Give structure to your property business accross the 5-key areas of Property Strategy
  • Remove any mystery around 'Systems', 'Leverage' & 'Processes' and what this means for a property business so that you know the DETAIL of how you do this!  
  • Remove any confusion about what systemising a property business actually means so that you know what you need to do to systemise yours!  

How is the Property Strategy Systems Masterclass different to the Property Strategy Workshop?

The Masterclass and the Workshop have been designed to complement each other, but they do both also work as stand alone courses.  

Property Strategy Workshop – the big picture  

  • The workshop is a 1-day (7 hours) event that covers how all the different areas of strategy interlink and what they mean to your property business (using Strategy on a Page as a framework). 
  • We link Vision, to market positioning, and then into the different areas of strategy and how your Vision breaks down into your long, mid & short-term strategy  

Property Strategy Systems Masterclass – detail!

  • The Systems Masterclass is nearer to 3-days worth of content (over 20 hours) and is very in depth detailed coverage of the 5 different areas of property strategy (Sourcing & Acquisitions, Funding, Delivery, Financial Management & Team)
  • There is much more tactical detail on how you set up the systems and processes within these different areas – see attached visual overview.  

Is Property Strategy Systems Masterclass for me?  

This Online Masterclass is for you if you agree with any of the following statements...  

  • You are an experienced property investor looking to professionalise & systemise your investing
  • You are a new property investor looking to get a head start on setting up the right systems & processes to be able to successfully scale
  • You wanted to create a property business that would give you Freedom & Time, and it feels like you may have created yourself another job!
  • You don't want to be involved in the day-to-day tasks within your property business and want to find out how systems and teams can help you to do this with minimal headaches  
  • You are looking to strategise your business and want more detail of how the 5-key areas relate to property specifically
  • You want to leverage the work of another property investment business who has spent 1000s of hours systemising so that this can be as simple as possible for you  

 

Any other questions? Please drop us an email to info@tomeshomes.com and we'll get back to you! 


Whilst the Property Strategy Systems Masterclass is a BRAND NEW Online Training Programme, training others in Property Strategy is far from brand new. Here is what some of my previous Property Strategy clients have said about the work we have done together on their property businesses...

"I now know how to fast-track my business to get to exactly where I want to be and, most importantly, why I'm doing it!  

Thank you Jackie, I'll be telling everyone they HAVE to do your course - even if they think they have a strategy, they very probably don't!"  

Rebecca Smith – Rebecca Smith Property Services 


Strategic focus for multiple businesses  

“We have tried a number of different methods to help get some clear direction and strategic focus for our multiple businesses and working with Jackie is the one thing that has given us clarity as well as a tangible process to follow which is completely repeatable.  

Jackie is a great listener, intelligent and insightful and gives good advice as well as keeping us on track. We highly recommend working with Jackie.”  

Kevin Poneskis & Caroline Benson


Save 1000s hours of wasted time  

"I attended Jackie’s training two years ago. At the time I found the training freed my mind, gave me total clarity on where I should, and also should not be focusing. I cannot explain how liberating this is!  

Two years later the benefits of the training continue to compound. Having known what to say yes and what to say no to has saved me 100s if not 1000s of hours of wasted time. This has meant I’ve completed more deals and also had more free time to spend with my family (the reason I stated in property in the first place!) thank you Jackie!!"  

Sarah Nuttall, Edward Milton Property  


100% 28 Day Money Back Guarantee  

If after 28-days on the course you don't feel you are getting excellent value, then we offer a 100% Money Back Guarantee

What exactly is covered on the Property Strategy Systems Masterclass? - Module by Module Detail

SOURCING & ACQUISITIONS  

Deal Criteria:

  • Defining your property business opportunity
  • How this translates into your Deal Criteria 
  • The Numbers to Consider  
  • Making an achievable Deal Criteria 
  • Detailed Deal Criteria Examples 
  • Bringing together Service & Opportunity 
  • Getting clarity on your Deal Criteria over time 


Sourcing Plan:

  •  What is a Sourcing Plan  
  •  Lead Sources to Consider 
  •  Step-by-step through Sourcing Methods 
  •  Creating a process around your Leadsource
  •  Example step-by-step Sourcing Process
  •  Recurring Sourcing Tasks 
  •  How to use your Deal Criteria in your Sourcing Plan 
  •  Outsourcing your Sourcing - Your Step-by-Step guide
  •  Diary Management process
  •  Your Viewing Checklist
  •  Systemising your first Viewing
  •  Initial Deal Assessment
  •  How your process will differ across different leadsources
  •  Next level Sourcing Outsouring
  •  Sourcing Co-ordinator Role
  •  Managing ROI 

Deal Pipeline:

  •  Your Deal Pipeline Options
  •  Setting-up your Deal Pipeline
  •  What information to store and where
  •  Regular Pipeline Reviews
  •  Sourcing Co-ordinator Role (continued)
  •  Acquisitions Manager Role  

Acquisitions Process:

  •  Acquisitions Process Step-by-Step Guide
  • Down & Dirty Deal Analysis 
  • Deal Analysis Level 2
  •  Refurb Estimation Tool
  •  Negotiation Systemisation
  •  Expectation Setting
  •  Paperwork Systemisation
  •  Sourcing & Acquisitions Team Structure & how it evolves 


Relationship Management:

  •  CBA Relationship Management Process Step-by-Step
  •  Acquisitions Key Parties
  •  Acquisitions Manager Role  


FUNDING

Investor Avatar:

  • Investor Service
  • Your USP 
  • Your Investor Avatar in detail
  • Detailed Examples
  • Low hanging fruit
  • Market Research
  • How this links to systemisation  

Attraction Plan:

  • Marketing vs. Attraction
  • Finding your Avatar
  • Methods to consider 
  • W.O.O.L Quadrant
  • Content Marketing Model
  • Example Attraction Plan
  • Logistics of brining the plan to life
  • Your Elevator Pitch
  • Talking to your Avatar
  • Outsourcing Copywriting
  • Social Media Marketing Plan
  • Measuring Effectiveness
  • Replicating what works
  • Funding Team Structure
  • When does Marketing end and Sales begin?
  • Moving into Investor Pipeline
  • When to start? 


Investment Pipeline:

  • What is an Investment Pipeline?
  • Pipeline Options
  • Step-by-step guide to setting up your Investor Pipeline
  • Pipeline Statuses
  • What information to store where
  • Investment Strategy Consultation
  • Team Members
  • FCA Statements & Proof of Funds
  • Proposing Structures & Deal Examples
  • Heads of Terms
  • Creating a Deal Pack
  • Outsourcing Investor Pipeline
  • Pipeline Management
  • Regular Reviews  


Investor Relations:

  • What are Investor Relations?
  • Reputation
  • Communications
  • Investor Relations Team
  • Investor Development Manager Role
  • Investor Relationship Role
  • Investor Co-ordinator Role 
  • How the whole process links together 


FCA, Legals & Contracts:

  • FCA PS13/3 & COBS
  • Investor Types
  • Investor Statements
  • How the FCA requirements fit within your Investor Pipeline
  • Documentation & record keeping
  • Financial Promotion 
  • Benefits
  • Deal Structure Considerations
  • Contract Types
  • Security  

 

DELIVERY

  • Sub-functions of Delivery 
  • Tools, Systems, Processes 
  • Key Systems 


Task Management: 

  • Delivery Team Structure
  • Delivery Director Role Overivew
  • Key Tools for Task Management
  • Asana Task Management


Diary Management:

  • Time Blocking Step-by-Step


Email Management:

  • Inbox Management System Step-by-Step


Systems & Processes:

  • Accounting System 
  • Password Management
  • Efficient Notetaking
  • Social Media Outsourcing
  • Online Filing System & Virtual Office Set-Up  


Corporate Lending:

  • Arms Length Admin
  • Signatures from around the world!
  • Corporate Lending Manager Role Overview
  • Comparable Documentation Process Step-by-Step
  • Finance Planning


Lettings:

  • In house or Outsource?
  • Lettings Manager Role Overview
  • Keys!! 
  • Our Properties Pipeline
  • Master Property Info Spreadsheet
  • Arrears Management & Evictions Process
  • Tenant Changeover Best Practice
  • Reminder Process  


 Accounts:

  • Rent Received Process
  • Making Payments
  • Utility Bill Payments  


Capacity:

  • What is it and why do you need to know it?
  • Managing your Capacity considerations
  • Business capacity
  • Personal capacity
  • Linking back to Diary Management System  


Refurbishment:

  • Considering the End-User
  • Refurb Project Manager Role Overview
  • Refurbishment Specification
  • Contractor Payments
  • Expectation Setting & Contracts
  • Snagging
  • Refurb Completion Checklist Process
  • Tenant Handbook  


FINANCIAL MANAGEMENT 

  •  Finance Director Role Overview  


Profit &Loss 

  • What is a P&L?
  • Process for bringing your P&L into the ‘present' 
  • Income & Expenditure 
  • Getting data in the right place! 
  • Bank Accounts 
  • Accountancy System in Detail 
  • Daily Invoice Reconciliation Process 
  • Invoice Alternatives 
  • Bookkeeping Queries Process 
  • Bookkeeper Role Overview 
  • How to find a Bookkeeper 
  • Sorting out messy accounts!  


Cashflow (business & Project) 

  • Bringing the past and the future together 
  • Business Cashflow Statement Overview & &ey elements you need to know 
  • What is in the bank account 
  • Review Process 
  • Making decisions based on this data 
  • File management 
  • Cost cutting 
  • Feeding in the Property Pipeline 
  • Finance Manager Role Overview 
  • Project Cashflow - what is it, why do you need it and how do you do it  


Balance Sheet 

  • What is on a balance sheet 
  • Asset Examples 
  • Liabilities Examples  
  • What the balance sheet is there to tell you 
  • Finance Planning 
  • Balance Sheet Example 
  • Getting your Balance Sheet up-to-date  


Structures 

  • What legal structures can you consider? 
  • LTD Company Structure 101 
  • Equity vs. Debt Overview 
  • Equity vs. Debt upsides & do&nsides 
  • How this links back to your Balance Sheet 
  • Group Structure Example & Be&efits 
  • Power Team  
  • Gearing up considerations 
  • Sourcing & PM Fees  


Follow-up Processes 

  • What are Follow-Up Processes? 
  • Maximising Profitability 
  • Team Meetings 
  • Status Meeting 
  • What to cover in your Status Meeting 
  • Task Management Follow-Ups 
  • Reporting & KPI&s 
  • Example KPI's 
  • KPI’s as you scale  


Risk Management 

  • External Risks to manage 
  • Interest Rates Rising, Market Changes, Finance Product Changes 
  • Regulation & Taxa&ion Changes 
  • Timelines Extending 
  • Loan Repayment Planning 
  • Internal risks to manage 
  • Budgets 
  • Unexpected maintenance costs 
  • Cash Reserves 
  • Money Allocations 
  • Business Partners 
  • Contracts 
  • Security 
  • Risk Assessment Model & Next&Steps  


TEAM  

Values 

  • 7-Steps to uncovering your Business Values 
  • Examples 
  • Articulating your Values 
  • Hiring & Firing &ith Values 
  • Testing Values 
  • Building your Brand with Values  


Team Map 

  • What is a Team Map & why do y&u need one? 
  • Hierarchy of Roles  
  • Creating your Team Map 
  • Team Structure Examples across every area of the business 
  • Advisors 
  • Hiring Priorities 
  • Growing with your team 
  • How do you afford to hire?  


Management & Communication 

  • Choosing your Communication Methods 
  • Chain of command 
  • Managing your contractibility  
  • Notification settings 
  • Step-by-step guide to delegating without abdicating Task & Process Wr&te-Up methods 
  • Using tech to make your outsourcing easier 
  • Strategic Meetings 
  • Regular Team Meetings  


Nurture & Review  

  • Retaining great people 
  • Creating happy team members 
  • Progression plans  
  • Review Meetings 
  • 4-Key Areas of Expectation Setting 
  • Determining the wrong fit 
  • Creating your Disciplinary Process  


Skillset & Profile 

  • Wealth Dynamics 
  • Examples of how different profiles can complement each other  
  • Where do you want to be in your organisation?  


Contracts & Hiring Process

  • Step-by-step through a hiring process 
  • Role Clarity 
  • Writing a Job Spec 
  • Recruitment Methods 
  • Interviews 
  • Task Based Testing 
  • Personality Profiling  
  • Contracts 
  • HR Consultants 
  • Cash-flowing your Hires  


Documents included on PSSM: 

  • Example Refurb Estimator 
  • Example Full Deal Analyser
  • Example Down & Dirty Deal Analyser
  • Example Deal Criteria 1-Pager
  • Example Viewing Checklists
  • Deal Pack Template
  • FCA Investor Statements
  • FCA Exemption Record Keeping Document
  • Social Media Posts Template Example
  • Example Refub Spec
  • Rent Received Spreadhseet
  • Keys Signing Out Sheet
  • Master Property Info Spreadsheet
  • Portfolio Figures Spreadsheet
  • Refurb Completion Checklist
  • Financial Planning Document
  • Project Cashflow Example  


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