Investment sales Training Materials

Does anyone have PDF copies of Marcus & millichap training materials? Or any other material on investment sales? Or can you point me to any sales training materials that would be helpful?training for both private capital and institutional sales would be great. Nothing in the marketplace seems to be commercial real estate specific. I Would greatly appreciate the help.

108 Comments
 

I know that this is an older post but I am a new member who just stumbled upon it this morning, and I cannot PM. If the offer is still on the table, a PM would be very much obliged!

 

I know this is a very old post but, as a new user, if there's any chance you could PM me I have an excel assessment for entry level analyst position tomorrow and would love the help.

 

PMs sent. Very surprised at the high level of interest. Looks like there's a lot of brokers on this forum....

 

Guys - I no longer have access to this. Old laptop is long gone. I have literally gotten like 100 PMs since this comment. If you got it, please pay it forward and recirculate. Thanks.

 

Sorry guys I can't keep up with the PMs. There's way too many...please coordinate amongst yourselves and pay it forward I sent out roughly 20 already

 

Generally speaking, that is what that link is. Hard to set it up so that only WSO people can see, but only people with the link can access it. I wouldn't put anything on there you weren't comfortable sharing. On the stuff I uploaded, I did is under a bogus account and removed (tried to anyways) any references to real people or real deals, even if that means just changing property names, unit counts, SFs, or whatever. Remember to remove the "author" or "last modified by" names from the work sheets by using "check for issues".

 
Best Response

If anyone is looking for IS interview material, I would take a look at large brokerages that publish OMs/teasers on their websites (examples below). I just finished up a round of interviews at a few large brokerage shops and at one shop the analysts asked me to break down a property based on an OM they gave me. The questions they asked included, "what are some unidentified benefits of the property, risks, and other observations you noticed?" This is a great way for them to see how you think and if you'd be a good fit on an IS team. If you can identify before an interview what property that specific team may be working on, it would really impress the analysts and brokers. The OM that was given to me had financial information so the analysts asked me to perform a valuation of the asset. The public OMs on the websites below unfortunately won't have any financial info. However, performing a qualitative analysis of the property is extremely beneficial for anyone interviewing with an IS team. Here are some links to public OMs at brokerage shops.

CBRE: https://www.cbredealflow.com/ sign up for an account and wait to confirm it via email, CBRE provides great into brochures to look at.

JLL: http://www.us.jll.com/united-states/en-us/properties click on property brochure for individual properties.

NGKF: http://www.ngkf.com/home/property-listings/investment-sales-and-user-sa… click on property flyer for info on each property.

HFF: https://www.hfflp.com/properties/on-the-market.aspx some properties have OMs you can download with a ton of info.

Colliers: http://www.colliers.com/en-us/properties Click on properties and you can download teasers easily.

Say you're going for an interview at JLLs NYC office for an Analyst position with the retail team. Go on JLLs site, find a retail property in NYC, confirm the broker is with the team you're interviewing with, and learn everything there is to know about one of their properties for sale. This will give you a lift in the interview and impress them. Good luck to everyone.

You eat what you kill.
 

I know that this an old thread, but if anyone has these materials and wouldn't mind sending them along to me, it would be greatly appreciated.

 

Hey everyone, any chance anyone can send me the Marcus & Millichap sales training materials? Will gladly pay via Venmo if you'd like! Please PM me

 

I'm late to the party, but does anyone have one they could they send to me? Just started in IS and am lacking training materials. On another note, if you could direct me to other training materials, I would really appreciate it. I'm focusing on multifamily.

 

I'm new to CRE and this site and would love it if someone would be kind enough to help me out by sharing a copy with me. I'm working at a firm without an established training program. I haven't been able to get much guidance and would really appreciate it.

 

Dolores perferendis ea minima voluptates expedita vero odit. Laboriosam quo tenetur iste enim exercitationem consequatur consequatur. Unde soluta repudiandae suscipit minima quis.

Assumenda id aliquid sint eos quis at. Quam incidunt odio maxime accusamus maxime vel. Recusandae iusto dolor et minima voluptatum. Ex odio unde praesentium quia sint. Quidem possimus excepturi consequuntur perferendis et distinctio et facilis. Consequuntur enim qui iusto aut sint quae.

Consectetur eum est animi perferendis soluta ipsam ipsum debitis. Qui consequatur qui culpa fugiat sapiente eveniet nesciunt. Quod rem aliquid soluta doloribus eum libero nihil. Nobis assumenda ut et dolores eveniet optio eum fugit.

 

Reprehenderit omnis aut veritatis est esse. Id ea asperiores accusantium et id expedita.

Accusantium eius modi veritatis vero voluptatibus nemo est. Illo molestias et veritatis vero id consectetur ducimus. Non dicta fuga assumenda sed.

Illum suscipit nostrum repudiandae optio. Et ut qui autem consequatur. Eos error commodi id dolores.

Mollitia odit voluptas adipisci. Quia rerum doloribus et est provident quam.

 

Et iste sapiente debitis. Quod maiores eligendi enim iure fugit praesentium. Ipsam eius sunt provident atque eveniet fugiat accusantium. Nisi a similique enim deleniti quasi dolore. Delectus tenetur doloremque aliquam consequatur.

Officiis quam illum eveniet quasi eos numquam aut. Facere autem deserunt impedit repellat itaque sit. Ut deserunt maxime totam exercitationem. Corrupti est autem nesciunt quas eum. Magnam qui dolorum explicabo corporis similique ipsam. Voluptatem et ab quaerat atque ab labore dolorum.

Est eum laboriosam molestias voluptatem quae est. Beatae dignissimos quia rerum consequatur minima soluta. Eaque illo est dignissimos accusamus. Distinctio omnis sit quo incidunt. Officiis unde itaque adipisci aut ut nulla et. Hic repellat aliquam eaque repudiandae reprehenderit.

 

Vero nostrum id numquam culpa dolorem qui nihil debitis. Corrupti ipsa quibusdam quia dolor sapiente. Fuga qui debitis modi neque dolores distinctio qui.

Et quibusdam eum officiis harum. Dolorum quo eum quia velit ut iste consequatur. Quos maxime rem ratione modi. Totam ab ut quos qui quae. Et temporibus consectetur aut aspernatur. Quia inventore velit velit iusto animi. Consequatur et repudiandae sunt quos amet.

Minima ea aspernatur eveniet sint fugiat modi. Sequi quia dolorem deserunt asperiores illo blanditiis. Nulla nihil laborum voluptates tenetur amet animi dolor.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.3%
  • JPMorgan No 97.7%
  • Goldman Sachs 02 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (79) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
CompBanker's picture
CompBanker
98.9
7
GameTheory's picture
GameTheory
98.9
8
dosk17's picture
dosk17
98.9
9
DrApeman's picture
DrApeman
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”