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.

Comments (88)

Feb 7, 2017

I do. PM me.

Feb 7, 2017

Hi!

I am interested too, but as a newer member, I cannot pm :(

May 2, 2017

My little bro is doing an internship with a broker. I'd be glad to send to him.

Jul 1, 2017

Can I please get a copy.

Jul 2, 2017

Can I also have a copy?

Aug 4, 2017

If you wouldn't mind sharing such information I would greatly appreciate it. Many thanks.

Sep 29, 2017

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!

Jan 11, 2018

Hi

Any chance you could send me a copy of the MM Sale Training materials. Greatly appreciate it of you can. thanks
kw

Jan 15, 2019

Would you mind sending me the pdf. Thank you so much!

Jan 15, 2019

Would love to tag along with this if it's still available.

Feb 7, 2017

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

    • 2
Feb 7, 2017

A pm to me would be so appreciated! thank you!

Apr 13, 2017

I would appreciate a pm as well if the offer is still on the table

Apr 14, 2017

I would love a pm as well.

May 18, 2017

Would like a PM as well please!

Jul 2, 2017

Hello, may I also please ask for a copy?

Thank you!

Jul 9, 2017

Would also like a copy. Thank you so much!

Aug 2, 2017

Hi three commas, i know this thread is pretty damn old, but I would love a copy as well. I am a broker in Chicago. Thanks!

May 1, 2018

Hi, just stumbled on this forum.

I'd love to get a copy of this material as well if possible.

May 30, 2018

Hi, Could you pm me a copy as well please? Thanks

Apr 13, 2017

Mike Lipsey is pretty good for learning the sales process. If you want to learn the analysis side of things maybe REFM?

Jul 9, 2017

I've heard Lipsey speak. IMHO Lipsey is good for seasoned brokers with a book of business who are looking to step up their game to the next level. I don't think the cost of Lipsey makes sense for a newly minted broker just starting in the business with no listings.

Apr 18, 2017

I'll take a PM too. Not a broker, but I do some r/e investing on the side, and might as well figure out the competition.

Apr 20, 2017

If not too late, PM please!

May 1, 2017

Hate tagging on to this, but would love a PM. Let me know if I can do anything for you

May 1, 2017

If you guys haven't got it send me a pm and I'll forward it over

Jul 1, 2017

Thank you

Aug 2, 2017

Hi dick whitman, i know this thread is pretty damn old, but I would love a copy as well. I am a broker in Chicago. Thanks!

Dec 10, 2017

I would greatly appreciate it if you can also send me over the PDF files.

May 2, 2017

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

Jan 9, 2018

Hi,

I'm new to this thread, if you still have the documents will you be able to PM me?

Thank you.

May 2, 2017

If it is easier, just drop it in the google drive below. This has all of the models and case studies anyway.

https://drive.google.com/open?id=0B_uVnAqPmHqrcU1E...

    • 2
May 2, 2017

Thank you for this!

May 2, 2017

I actually really like this idea. I have some information that a lot of forum members would find incredibly helpful (a few excel tests) and actually have some old training materials from M&M. If someone can set up a confidential google drive that only WSO people can get on, I will de-logo what I've got and start dropping it in.

May 2, 2017

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".

    • 1
Dec 12, 2017

Did anyone set up the google drive?

May 15, 2017

Anyone know how to upload an excel file? I built out a model w/ waterfall for the Prudential question and think some people could find it helpful. Also want everyone's input/feedback.

May 3, 2017

I'm curious about it although not my area. Please send me the info.

May 4, 2017

Ill take a copy if someone could forward. Thanks.

May 4, 2017

I would appreciate a PM as well. Thank you!

May 4, 2017

Would be interested in a copy as well, thanks.

May 4, 2017

Would like copy if someone could PM!

May 7, 2017

Would love a copy as well, thank you

May 7, 2017

I would really like to get a copy as well! If someone could PM, I would really appreciate it.

May 8, 2017

Looking for the .PDFs if they are around

May 23, 2017

Would be much appreciated if someone could PM. Thx.

May 15, 2017

hi! please PM me if this is still available - thanks!

May 15, 2017

Interested as well if still available

May 18, 2017

Would someone please pay it forward and share the M&M training materials? I'm transitioning to brokerage and I know they have a good manual.

May 21, 2017

I definitely would like a copy! I would greatly appreciate it!

May 21, 2017

Would be interested as well, if still available. Thank you!

May 21, 2017

Would love a PM with the materials too, if someone would be so kind. Would be much appreciated!

May 21, 2017

if possible, would so appreciate the materials too, Thank you!

May 25, 2017

I would appreciate anyone forwarding the material to me as well, thank you in advance.

-Stan.

May 26, 2017

I would greatly appreciate any investment sales training materials. Thank you!!!!

May 28, 2017

+1 please

May 29, 2017

me as well. thanks!

May 29, 2017

If I can get them too that would be amazing!
Thank you in advance :D

Jun 1, 2017

Interested as well, if still available. Thanks in advance.

Jun 1, 2017

I would be interested in them as well. If someone could please pass them on I would appreciate it!

Best Response
Jun 5, 2017

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/investm... 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.

    • 4
Jul 1, 2017

Sorry, only have Stratton Oakmont materials.

    • 2
Jul 2, 2017

If possible, I would also like a copy of the materials. Thank you!

Jul 3, 2017

Can someone please PM me the materials? Thanks!

Jul 10, 2017

Can someone please PM me the materials as well? Much Appreciated

Array

Oct 1, 2017

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.

Jan 2, 2018

Re. Commercial Banking Sales resources, PM me - have info.

Jan 9, 2018

Hi,

Will you be able to send the documents?

Thanks,

Jan 9, 2018

Hi all,

I know this is a very old thread, please PM if you have the materials.

Much appreciated.

Jan 15, 2018

Please pm if you have the doc. Thanks in advance!

May 2, 2018

If anyone has Meridian Capital Training material I will trade you. PM me. Thanks.

May 2, 2018

Appreciate the materiel as well. Pm.

May 30, 2018

Hi,
just started an internship at a smaller firm and would really appreciate it if you could send me a copy!

Aug 27, 2018

New to WSO. I would greatly appreciate the M&M investment sales training materials if still available. Thanks!

Nov 3, 2018

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

Nov 12, 2018

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.

Nov 13, 2018

Also relatively new to WSO. Would be interested in reviewing the MM materials or other training materials as well. Thank you. I'm on the office and industrial side.

Nov 13, 2018

Could somebody pm me this? I'm relatively curious.

    • 1
Nov 13, 2018

Can someone just post it onto thread. Thanks.

    • 1
Jan 19, 2019

If the offer is still on the table, Please PM me!

    • 1
Mar 25, 2019
Comment
May 10, 2019
May 10, 2019
Oct 15, 2019
Oct 16, 2019