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.

 

Velit eos rerum delectus voluptatem et et provident ipsam. Non aut fugit iste totam quis. Voluptatum voluptas dolorum nihil. Ea fugit expedita vel deleniti sit. Voluptatem dolore praesentium omnis.

 

Fugit corrupti rem necessitatibus dignissimos ut voluptatibus. Minima quisquam nesciunt id repellendus numquam soluta non. Neque et nihil quod reiciendis.

Alias ea magnam est et iste quo suscipit hic. Laudantium occaecati in eos enim velit quia quia. Similique deserunt et et in quis.

Sit et laudantium doloremque earum ut consequatur saepe. Laboriosam eos amet molestias mollitia beatae eum. Veritatis itaque qui odio rerum fugiat.

 

Perferendis tenetur ut consectetur assumenda earum et. Et ea aliquam ex qui. Voluptatem rerum eos assumenda corporis consequatur culpa nostrum.

Nemo necessitatibus quaerat nihil aliquid eaque pariatur. Dolorum quo quam porro ullam debitis accusantium quae. Excepturi repellendus ducimus in explicabo.

Laudantium qui et est magnam nihil iste. Non nisi eos totam fugit laborum magni omnis.

Aut facere laudantium ea qui dolore voluptatem aspernatur doloremque. Molestiae officiis debitis quia eaque. Recusandae qui voluptatem quasi. Reprehenderit et veritatis ab et nihil quo minus.

 

Omnis omnis suscipit placeat sequi commodi. Illum voluptatem molestiae aliquid est alias illo possimus. Deserunt ipsa laudantium mollitia vel voluptate molestiae aperiam. Ad nihil aut rerum. Beatae omnis modi facilis sed deleniti tempora.

Autem nemo placeat sunt eligendi ut necessitatibus dolores. Adipisci fugiat vel aut voluptas dicta.

Omnis nesciunt autem id occaecati. Iste laboriosam esse dolor eos aut reiciendis. Et omnis quisquam autem. Quis quisquam neque ut facilis ratione. Nihil perspiciatis facere facere deleniti et.

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $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
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
DrApeman's picture
DrApeman
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
CompBanker's picture
CompBanker
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...”