Registration

Enlist as a Real Estate Investing Warrior.

Your journey toward total financial sovereignty begins here. By registering for the Heritage Real Estate Masters, you are claiming your seat in the most comprehensive investment program ever built.

Your Registration Includes:

• Full Lifetime Access to the Masters LMS (Moodle).
• The Complete 2026 Strategy Suite.
• Pre-Launch Coaching Group Access (Ends March 19).
• The Limited Edition Masters T-Shirt.

Syllabus:

Heritage Real Estate Masters: The Definitive Curriculum

The Forensic Blueprint for the Sovereign Investor Warrior

This is the culmination of 30 years of institutional intelligence. The Heritage Real Estate Masters program is designed to move the investor from “Transactional” to “Sovereign,” providing a PhD-level mastery of the entire real estate ecosystem.

The team at Heritage Real Estate Academy works daily to make sure that we are providing the most current and up to date information and educational techniques.

PHASE I: THE ARCHITECTURE OF WEALTH

Releases February 16, 2026

Module 1: Foundations of Real Estate Sovereignty

• The Wealth Flywheel: Mastering the flow of Cash Flow $\rightarrow$ Equity $\rightarrow$ Leverage $\rightarrow$ Acquisition.
• The Warrior Mindset: Psychological engineering for scale, systems, and delegation.
• Advanced Metrics: Internalizing the Time Value of Money (TVM) and the “Velocity of Capital.”

Module 2: Predictive Market Selection & Macro-Forensics

• The 10-Factor Scorecard: Utilizing proprietary algorithms for submarket ranking.
• AI-Powered Analytics: GIS mapping and predictive machine learning for rent growth forecasting.
• The Path of Progress: Identifying high-growth neighborhood surges before they hit the headlines.

PHASE II: SYSTEMS OF PRECISION

Releases on or before April 1, 2026

Module 3: Institutional Underwriting & Scenario Modeling

• World-Class Precision: Building multi-tab, dynamic underwriting models from scratch.
• Stress Testing & Monte Carlo: Modeling risk through rent drops, expense spikes, and vacancy jumps.
• The Cap Rate Compression Hedge: Strategies for Expansion vs. Contraction cycles.

Module 4: The Capital Magnet & Structured Finance

• The Full Debt Spectrum: From Mezzanine and Portfolio Lenders to Non-Recourse structures.
• Syndication Mastery: SEC Regulation D (506b vs 506c) and Private Placement Memorandums.
• Waterfall Engineering: Structuring Preferred Returns, Catch-ups, and Equity Splits.

PHASE III: THE PROTECTIVE FORTRESS

Releases on or before May 1, 2026

Module 5: Entity Structuring & Asset Protection Warfare

• The Multi-Jurisdictional Shield: Integrating Wyoming and Delaware LLCs with Series structures.
• The Anonymity Layer: Using Land Trusts and Irrevocable Trusts for probate avoidance and privacy.
• Operating Agreements: The “Pre-Nuptial” of real estate—conflict resolution for HNW partners.

Module 6: Tax Strategy & The Capital Accelerator

• Cost Segregation Engineering: Reclassifying components to zero out tax liability.
• 1031 Exchange Mastery: Executing Delayed, Reverse, and Construction exchanges without “boot.”
• The DST Pivot: Leveraging Delaware Statutory Trusts for fractional 1031 ownership.

PHASE IV: OPERATIONAL COMMAND

Releases on or before June 1, 2026

Module 7: Value-Add Engineering & Construction Management

• The $\Delta$ NOI Formula: Prioritizing renovations that offer the highest forced appreciation.
• The 3-Bid Command System: Managing contractors through Gantt charts and rigid KPI adherence.
• Scope of Work (SOW) Templates: Creating repeatable units for rapid “Class C to B” repositioning.

Module 8: Scalable Operations & Management Dashboards

• The Owner’s Playbook: Performance-based compensation for third-party managers.
• Automated Workflows: AI-driven tenant communication and work order management.
• Audit Systems: Monthly reconciliation models to catch leakages before they become losses.

PHASE V: ADVANCED ASSET CLASSES

Releases on or before July 1, 2026

Module 9: Short-Term Rental (STR) & Hospitality Mastery

• RevPAR Optimization: Algorithmic pricing through PriceLabs and AirDNA data.
• Mid-Term Arbitrage: Targeting corporate relocation and the 30-day “traveling nurse” niche.

Module 10: Commercial Real Estate (CRE) & Development

• Triple-Net (NNN) Mechanics: Analyzing tenant creditworthiness and lease structures.
• Ground-Up Entitlement: Ground-up development, zoning, and working with municipalities.
• Sector Deep-Dives: Self-Storage, Data Centers, and Medical Office specialization.

PHASE VI: THE FUTURE-PROOF EMPIRE

Releases on or before September 1, 2026

Module 11: Agentic AI & The Competitive Moat

• The Automated Analyst: Using AI to scrape public data and identify distress signals before they hit the MLS.
• The Virtual Acquisition Team: Building a hands-off lead generation machine.

Module 12: Exit Strategies & Liquidity Events

• Maximizing Net Proceeds: Creating the “Institutional Grade” Offering Memorandum (OM).
• Creative Dispositions: Becoming the bank through Seller Financing and Wrap-Around mortgages.
• The Bulk Sale: Positioning a multi-asset portfolio for an institutional exit.

Module 13: Scaling & Business Operations

• The Empire Blueprint: Mapping every process for total delegation.
• The Rockefeller Team Structure: Hiring Analysts, Acquisition Managers, and Portfolio Architects.

Module 14: Generational Legacy & The Dynasty Framework

• Buy-Borrow-Die: The ultimate advanced framework for tax-free generational wealth.
• The Family Office: Involving the next generation through financial literacy and asset management training.
• The Billion-Dollar Plan: Reverse-engineering a massive portfolio from a single $50k seed.

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