Assembling Your "Dream Team" That Will Assist You to Success

In order to be a successful commercial real estateget a real estate attorney. Do not just look in the
investor you need a good team. If you followyellow pages and select one because that will be the
basketball at all you will see all the great teams in thiseasiest and quickest way to get yourself in trouble.
era comprised of great teammates. Some examplesThis is an area that you do not want to be cheap
are the 95-96' Bulls in which they won a NBA recordabout either! You need a real estate attorney that not
72 regular season games. The reason that team wononly will write and review your contracts but also to
so many games is the collective team effort eachserve as the enforcer for your deal and to make sure
individual played. Yes, of course having Michael Jordanthat your interests is protected and maximized.
the world's greatest player definitely helped but evenAnother area that this attorney will focus on is the
with just a Michael Jordan the Bulls would not havecorrect use of entities and partnerships. Do not ever
been able to pull off such a successful season. This isstart or enter into a LLC, Corporation or partnership
the same for any business venture including realwithout proper counsel from your attorney. It is always
estate investing.better to be safe than sorry.
Your dream team will comprise of other professionalsHere are some questions to ask when interviewing an
that are experts in their trades such as the following:attorney. Also use the form attached for your
· Real Estate Agent & Brokersattorney interviews
· Property Managers1. Ask other successful apartment and multifamily
· Lendersinvestors who they used. Go to a local real estate
· Attorneyinvesting associations (REIA) meeting and get referrals
· CPAand recommendations from group members. Ask
Real Estate Agents and Brokers - When choosing anabout 10 people.
Agent or broker you want to know that he/she is2. When you get a list of attorneys, set an
well-experienced in apartment investments asappointment with each and interview them. Use your
opposed to shopping centers or shopping centers. HeAttorney interview sheet.
or she must understand financial numbers, why they3. Do they own real estate? You are looking to work
make good investment and is not selling you dealswith an attorney that actually owned and experienced
based on 'proforma' numbers. An agent or broker thatinvestment property. This is a huge difference
actually owns investment property is a must.compared to working with an attorney that doesn't
Property Managers - Having an experience propertyunderstand what you are doing.
manager can save you thousands and make you4. Get a list of three clients for references that they
millions over time. It is not recommended to purchasehave worked with that they feel would use their
an apartment building without an adequate propertyservices again. Every attorney is not for everyone,
managerremember you are building your dream team so it is
Lenders - The lending environment is pretty challengingvery important that you select individuals that will play
these days, with all of the bank fallout and tighterwell on your team.
underwriting requirements. I recommend having a fewCPA - When selecting your CPA, it is the same
lenders but also a "go-to" lender. Hopefully, this lenderprocess as if you were selecting an attorney. Look for
has earned your trust over many deals and hasCPAs that have real estate tax planning and exit
proven be reliable and can perform. Having a fewplanning experience. You do not want to just select
lenders will also give you the ability to get deals doneany CPA that doesn't understand your goals and your
when some lenders just cannot. These are lendersbusiness. Selecting the right CPA can save your
that have strengths and connections that your favoritethousands and make your hundreds of thousands now
lender does not have.and into the future.
Attorney - When selecting an attorney remember to