Basics 
IMPORTANT
What To Expect
Role of Private Banker
Your Value In The Market
LinkedIn 
Email Set Up 
Calendly Set Up
Email List 
Commercial Finance RE  
Easiest Path
Hard Money 101
Terminology
Residential Hard Money
Deal Decision 
CAP Rate
Who We Want To Work With
Capital Stack
Adv. Commercial Real Estate Finance
Deal Flow
5 Data Points  
Current & Proforma NOI
Commercial REO Basics
Types of CRE Transactions
Types of CRE
Deal Structure & Process
Business Finance
Credit
CA
Term
SBA 
Balance Sheet  
A/R 
HELOC 
LOC
Hotel Underwriting
Underwriting 101
Underwriting 202
Analyzer 
Apartment Underwriting
Underwriting 101
Underwriting 202
Analyzer 
Note Broker
Research Balance Sheet
Bonus Material
Research Balance Sheet
Document  & Tools 
Loan Placement Call - EXAMPLE 
Resources
Previous Live Training
Videos 
IMPORTANT
Please be sure to save your login link: https://www.lee-chandler.training/user-login
Process
The process of being a Private Banker or Commercial Finance professional will require you to accelerate your learning curve. By becoming equipped in the knowledge of commercial finance, loans, debt, equity and mezzanine finance. Throughout your tenure you will use these internal training tools to strengthen your knowledge.
Private Banker
The most prevalent job duty of a private banker is managing their clients' financial circumstances with a focus on maintaining a strong relationship between the client and the bank. Private bankers begin managing clients' complex financial matters by evaluating their current financial position. This review involves gathering information regarding total assets, such as property and business interests, balances of bank accounts, and the value of all investment portfolios. Private bankers account for a client's debt obligations and personal financial goals.
After gathering and evaluating information about a client's financial situation, a private banker makes recommendations on how to position investments and savings to achieve the client's objectives. These recommendations often include detailed portfolio positions for a client's investment accounts and the allocation of assets among certificates of deposit (CDs), conventional savings accounts and other non-traditional alternatives intended to preserve capital.

Read more: Private banker: Job description and average salary | Investopedia https://www.investopedia.com/articles/wealth-management/021716/private-banker-job-description-average-salary.asp#ixzz5Bcomth7C 
Follow us: Investopedia on Facebook


Private banking is banking, investment and other financial services provided by banks to high-net-worth individuals with high levels of income or sizable assets.
Stay Current
Learning Curve
 
 
LinkedIn
by Leland Baptist
 
The most important social network for business and deals.
Summary LinkedIn (Add your email at the bottom)
Welcome to my profile! If we are not connected feel free to send me an invite!

Lee Chandler is a multi strategy private equity firm based in Indianapolis, Indiana that makes investments in consumer distressed debt portfolios, small business merchant cash advances, distressed mortgages, high growth companies, residential and commercial real estate. As a capital management and advisory firm LCE focuses on the growth of its portfolio acquisitions along with serving its portfolio companies and clients.

Lee-Chandler provides advisory debt capital through its multiple lending platforms with over 200 registered lenders for clients with commercial real estate, corporate finance, small business and equipment financing needs.

Product lines include:
1. Unsecured Lines of Credit
2. Revenue Based Lines of Credit
3. Revenue Based Advance
4. Merchant Cash Advance
5. Business Lines of Credit
6. Inventory Financing
7. Purchase Order Financing
8. Equipment Leasing
9. Accounts Receivables Factoring
10. CMBS loans
11. Agency loans
12. Fixed Income
13. Bridge Financing

Help small-medium size businesses, investors and entrepreneurs raise capital for;
- Working Capital
- Acquisitions
- Expansion
- Start-Ups

If you have a transaction you would like me to review please email me: [email protected]
Talking Points
Skills and Expertise
Commensurate real estate professional with strong experience in real estate principalling and transactional finance.

Commercial Real Estate Finance
Our Company’s clients are folks who are looking for debt and/or equity for acquiring commercial real estate assets, or sponsors who are seeking to repurchase their loans and/or recapitalize/restructure their existing assets from ranging from $1 - 30 million.

Structured products we arrange are bridge loans, equity, preferred equity and mezzanine capital.

Specializing in joint venture equity for improved property and land development projects for sponsors and operators who cannot readily access capital from traditional banking sources.


Capital Formation and Introduction for Real Estate Transactions
Our company has proven ability to structure simple and complex real estate transactions for real estate sponsors both at the fund level and at the individual asset level across the capital spectrum to minimize dilution and optimize the capital structure. Often these solutions involve a hybrid of debt and equity.Using our distribution capabilities, we target a specific group of investors- either retail or institutional - and organize meetings that can effectively maximize our sponsor’s time.

Bulk Asset Purchases
Our company also provides liquidity for banks, hard money lenders and other lenders with legacy assets on their balance sheet. This includes a “bad bank” joint venture option.We invest proprietary capital in real estate opportunities within the United States. Our investment professionals identify, structure and finance the acquisition of real estate assets principally through credit-sensitive residential mortgage assets and other debt interests.

Our clients include institutions and sophisticated high net worth investors. We continually evaluate our product line and encourage innovation within the firm.
Experience
Lee-Chandler Enterprises LLC is a consulting company that seeks to provide entrepreneurs and small businesses investment opportunities in exchange for equity or creative finance solutions. 
Skills & Expertise
Investment property acquisition, investments, real estate, due diligence, valuation, real estate transactions, real estate finance, commercial mortgages, CMBS, Bulk REO, non-performing loans, re-performing loans, performing loans, capital formation, capital introduction, syndication, investment marketing, real estate capital, real estate investment banking
Communication With LinkedIn Groups
LinkedIn Groups - JV Capital and Institutional Investors (Capital Placement) 
Hi,
We’re a boutique capital advisory firm located in [Insert City]. Many of our commercial operators are facing term defaults and are looking to align with institutional capital sources as our lender clients are calling their notes due. I’d like to add you to our institutional network.
Thank you.
LinkedIn Groups - Commercial Owners and Operators (Capital Placement)
Hi,
We’re a boutique capital advisory firm located in [Insert City]. Many of the opportunities we’re seeing are smaller community lenders looking to pare off performing or non-performing loans because their current sponsors are weak. As an asset operator, I’d like to add you to our network of sponsors we’d like to fund when these scenarios arise.
Thank you.
LinkedIn Groups - Institutional Bulk REO and NPNs (Asset Arbitrage)
Hi,
We’re a boutique residential loan trader located in [Insert City]. We specialize in assisting smaller community lenders and private mortgage lenders (hard money lenders) move non-performing, performing assets off of their balance sheet.
LinkedIn Groups - Residential Hard Money Lenders (Capital Placement)
Hi,
We’re a private commercial capital provider (debt and equity) and from time to time we see residential opportunities that fall outside of our wheelhouse. I’d like to be able to present these opportunities to you when they come across our desk.
LinkedIn Groups - Commercial Real Estate Finance
Hi,
We’re a boutique capital advisory firm located in [Insert City]. We provide debt and equity to commercial operators who have found something interesting to buy but they don’t have all the capital they need, or need to get out of a loan because they are facing either a technical or monetary default.
ONLINE SCHOOL - TOPIC OF THE LESSON
Email & Streak
by Leland Baptist
For simplicity the email that we use is called Google Suite.
Signature
Google Suite is the most interactive and secured email suite for business.
Streak By GMAIL
If you have a hard time accessing the streak tool what you want to do is google "chrome web store". And type in "Streak" make sure that you have your login for your company gmail active.
Google Chrome Plugin 
Install the Streak Extension
  1. In a Chrome or Safari browser, go to streak.com to install Streak.
  2. Scroll to find the orange button to Install Streak for Gmail.
  3. A popup will come up to confirm installation, click Add Extension.
  4. You'll then see a notice in the top of your browser informing you that the Streak extension was successfully installed.

How do I install the Streak extension? | Streak Support

support.streak.com/common-faqs/how-to-install-the-streak-extension 
Streak Installation & Tracking
Commercial REO
Calendar
by Leland Baptist
Setting up your calendar.
ONLINE SCHOOL - FHA
Easiest Path
by Leland Baptist
This is the easiest path to get into real estate investing.
Federal Housing 
Don't let the name alone steer you away. FHA stands for Federal Housing Authority. This is a program that was birthed in the 1950's to give renters plagued with high interest rates the ability to purchase homes and boost the economy.
Requirements
These programs have the lowest barrier to entry and are great for high school and college graduates.
ONLINE SCHOOL - TOPIC OF THE LESSON
Hard Money Reading
by Leland Baptist
Simple to understand book on capital pools and yield assessments. 
The information that you will learn from this book will enable you to be positioned as an authority for your clients and institutional lenders.
 
Terminology
by Leland Baptist
It's important to understand the language of commercial finance.
To access all documents you must be connected and logged into the Lee Chandler Enterprises Email account.
 
Residential Hard Money
by Leland Baptist
Treat it as if it is your own money.
 
Deal Decision Tree
by Leland Baptist
If the deal does not make sense, it will not make money.
 
CAP Rate
by Leland Baptist
What is a CAP Rate?
Capitalization rate, commonly known as cap rate, is a rate that helps in evaluating a real estate investment. Cap rate = Net operating income / Current market value (Sales price) of the asset.
Description:Capitalization rate shows the potential rate of return on the real estate investment.
Who We Want To Work With
Capital Stack
 
Deal Flow
by Leland Baptist
 
Learn the areas tat you should focus on to generate more deals.
Quick Analysis
5 Data Points
by Leland Baptist
Using the 5 data points allows you to get a quick understanding of any property especially commercial real estate.
ONLINE SCHOOL - TOPIC OF THE LESSON
NOI
by Leland Baptist
NOI is the Net Operating Income.
Net operating income (NOI) is simply the annual income generated by an income-producing property after taking into account all income collected from operations, and deducting all expenses incurred from operations.
When you are able to find the NOI you're able to give a realistic value on any asset.
Commercial REO
Understanding Commercial REO
by Leland Baptist
REO purchases are a fantastic way to build wealth. This is how you are able to acquire a large group of assets at discount.
Distressed Asset Process
Distressed Commercial
REO does not mean that someone is not in the property.
Types of Transactions
How To Play The Baseball Game
Deal Structure & Process
Life Cycle
ONLINE SCHOOL - TOPIC OF THE LESSON
1) Your Lesson Headline
by Jason Mullins on May 8, 2017
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Maecenas diam quam, ornare mollis ante ac, tempus maximus nibh. Sed posuere non nulla rhoncus condimentum. Vestibulum gravida lacus luctus posuere tempor.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Maecenas diam quam, ornare mollis ante ac, tempus maximus nibh. Sed posuere non nulla rhoncus condimentum. Vestibulum gravida lacus luctus posuere tempor. Quisque at nisi feugiat tellus lacinia luctus quis elementum lectus. Nullam semper mattis mi.
Your Subtitle
Proin semper erat eu nisl dignissim eleifend. Sed sed justo et nisl egestas dapibus at non leo. Vivamus sit amet magna ut nisi lobortis aliquet a nec leo. Nam nec metus non velit varius laoreet eget in massa. Phasellus eget nunc eget tortor tristique rhoncus. Curabitur turpis nibh, venenatis sollicitudin ipsum in, gravida elementum dolor. Quisque vel sapien nisl. Etiam condimentum pellentesque dapibus. Morbi pharetra pulvinar velit, in fermentum ligula tempus eget. Aliquam vestibulum rhoncus magna posuere consequat.

Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas. Ut vestibulum massa sed fringilla dictum. Aliquam erat volutpat. Nam eu diam eget justo varius consequat. Nullam ac magna enim. Nunc nisl ligula, semper eget sagittis a, molestie vel nibh. Aenean elementum lobortis tortor vitae viverra.
Your Subtitle
Curabitur orci diam, aliquet vel mi a, vehicula convallis tellus. Vestibulum bibendum dolor ac leo finibus vestibulum. Pellentesque in convallis orci. Nulla finibus diam velit, quis placerat sapien accumsan vel. Vestibulum fermentum ornare neque in bibendum. Quisque quis justo molestie, aliquam est sit amet, venenatis justo. Etiam blandit feugiat orci, eu sollicitudin nulla faucibus eget. Suspendisse elementum laoreet neque, at ultricies dui mollis a. Phasellus consectetur risus nunc, id consectetur ligula cursus vel.
Download
PDF
Download
DOCS
Download
XLS
ONLINE SCHOOL - TOPIC OF THE LESSON
2) Your Lesson Headline
by Jason Mullins on May 8, 2017
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Maecenas diam quam, ornare mollis ante ac, tempus maximus nibh. Sed posuere non nulla rhoncus condimentum. Vestibulum gravida lacus luctus posuere tempor.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Maecenas diam quam, ornare mollis ante ac, tempus maximus nibh. Sed posuere non nulla rhoncus condimentum. Vestibulum gravida lacus luctus posuere tempor. Quisque at nisi feugiat tellus lacinia luctus quis elementum lectus. Nullam semper mattis mi.
Your Subtitle
Proin semper erat eu nisl dignissim eleifend. Sed sed justo et nisl egestas dapibus at non leo. Vivamus sit amet magna ut nisi lobortis aliquet a nec leo. Nam nec metus non velit varius laoreet eget in massa. Phasellus eget nunc eget tortor tristique rhoncus. Curabitur turpis nibh, venenatis sollicitudin ipsum in, gravida elementum dolor. Quisque vel sapien nisl. Etiam condimentum pellentesque dapibus. Morbi pharetra pulvinar velit, in fermentum ligula tempus eget. Aliquam vestibulum rhoncus magna posuere consequat.

Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas. Ut vestibulum massa sed fringilla dictum. Aliquam erat volutpat. Nam eu diam eget justo varius consequat. Nullam ac magna enim. Nunc nisl ligula, semper eget sagittis a, molestie vel nibh. Aenean elementum lobortis tortor vitae viverra.
Your Subtitle
Curabitur orci diam, aliquet vel mi a, vehicula convallis tellus. Vestibulum bibendum dolor ac leo finibus vestibulum. Pellentesque in convallis orci. Nulla finibus diam velit, quis placerat sapien accumsan vel. Vestibulum fermentum ornare neque in bibendum. Quisque quis justo molestie, aliquam est sit amet, venenatis justo. Etiam blandit feugiat orci, eu sollicitudin nulla faucibus eget. Suspendisse elementum laoreet neque, at ultricies dui mollis a. Phasellus consectetur risus nunc, id consectetur ligula cursus vel.
Download
PDF
Download
DOCS
Download
XLS
ONLINE SCHOOL - TOPIC OF THE LESSON
3) Your Lesson Headline
by Jason Mullins on May 8, 2017
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Maecenas diam quam, ornare mollis ante ac, tempus maximus nibh. Sed posuere non nulla rhoncus condimentum. Vestibulum gravida lacus luctus posuere tempor.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Maecenas diam quam, ornare mollis ante ac, tempus maximus nibh. Sed posuere non nulla rhoncus condimentum. Vestibulum gravida lacus luctus posuere tempor. Quisque at nisi feugiat tellus lacinia luctus quis elementum lectus. Nullam semper mattis mi.
Your Subtitle
Proin semper erat eu nisl dignissim eleifend. Sed sed justo et nisl egestas dapibus at non leo. Vivamus sit amet magna ut nisi lobortis aliquet a nec leo. Nam nec metus non velit varius laoreet eget in massa. Phasellus eget nunc eget tortor tristique rhoncus. Curabitur turpis nibh, venenatis sollicitudin ipsum in, gravida elementum dolor. Quisque vel sapien nisl. Etiam condimentum pellentesque dapibus. Morbi pharetra pulvinar velit, in fermentum ligula tempus eget. Aliquam vestibulum rhoncus magna posuere consequat.

Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas. Ut vestibulum massa sed fringilla dictum. Aliquam erat volutpat. Nam eu diam eget justo varius consequat. Nullam ac magna enim. Nunc nisl ligula, semper eget sagittis a, molestie vel nibh. Aenean elementum lobortis tortor vitae viverra.
Your Subtitle
Curabitur orci diam, aliquet vel mi a, vehicula convallis tellus. Vestibulum bibendum dolor ac leo finibus vestibulum. Pellentesque in convallis orci. Nulla finibus diam velit, quis placerat sapien accumsan vel. Vestibulum fermentum ornare neque in bibendum. Quisque quis justo molestie, aliquam est sit amet, venenatis justo. Etiam blandit feugiat orci, eu sollicitudin nulla faucibus eget. Suspendisse elementum laoreet neque, at ultricies dui mollis a. Phasellus consectetur risus nunc, id consectetur ligula cursus vel.
Download
PDF
Download
DOCS
Download
XLS
Hotel
101 Underwriting
by Leland Baptist on Nov 13, 2020
In this video, you will learn how to find and analyze hotel deals.
Hotel
Diversity
by Leland Baptist on Nov 14, 2020
Understand Demand Drivers.
Hotel
Analyzer
by Leland Baptist on Nov 18, 2020
Use the below video needed to see how to complete analyzer.
Tool Below
Please use the downloads to take the proper action.
Hotel
Revenue
by Leland Baptist on Nov 13, 2020
Occupancy and revenue.
Apartment
Opportunity
by Leland Baptist on Nov 14, 2020
In this video, you will learn advanced strategies to not only find and analyze deals but find opportunities that others miss.
Apartment
Analyzer
by Leland Baptist on Nov 18, 2020
In this video, you will learn how to use the Apartment Analyzer Spreadsheet to analyze apartment deals.
Tool Below
Please use the downloads to take the proper action.
Bank Assets and Liabilities
Balance Sheet
by Leland Baptist on May 24, 2018
Use the below video needed to see how to find balance sheets for FDIC banks.
Tools Below
Please use the downloads to take the proper action.
ONLINE SCHOOL - TOPIC OF THE LESSON
1) Your Lesson Headline
by Jason Mullins on May 8, 2017
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Maecenas diam quam, ornare mollis ante ac, tempus maximus nibh. Sed posuere non nulla rhoncus condimentum. Vestibulum gravida lacus luctus posuere tempor.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Maecenas diam quam, ornare mollis ante ac, tempus maximus nibh. Sed posuere non nulla rhoncus condimentum. Vestibulum gravida lacus luctus posuere tempor. Quisque at nisi feugiat tellus lacinia luctus quis elementum lectus. Nullam semper mattis mi.
Your Subtitle
Proin semper erat eu nisl dignissim eleifend. Sed sed justo et nisl egestas dapibus at non leo. Vivamus sit amet magna ut nisi lobortis aliquet a nec leo. Nam nec metus non velit varius laoreet eget in massa. Phasellus eget nunc eget tortor tristique rhoncus. Curabitur turpis nibh, venenatis sollicitudin ipsum in, gravida elementum dolor. Quisque vel sapien nisl. Etiam condimentum pellentesque dapibus. Morbi pharetra pulvinar velit, in fermentum ligula tempus eget. Aliquam vestibulum rhoncus magna posuere consequat.

Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas. Ut vestibulum massa sed fringilla dictum. Aliquam erat volutpat. Nam eu diam eget justo varius consequat. Nullam ac magna enim. Nunc nisl ligula, semper eget sagittis a, molestie vel nibh. Aenean elementum lobortis tortor vitae viverra.
Tools Below
Curabitur orci diam, aliquet vel mi a, vehicula convallis tellus. Vestibulum bibendum dolor ac leo finibus vestibulum. Pellentesque in convallis orci. Nulla finibus diam velit, quis placerat sapien accumsan vel. Vestibulum fermentum ornare neque in bibendum. Quisque quis justo molestie, aliquam est sit amet, venenatis justo. Etiam blandit feugiat orci, eu sollicitudin nulla faucibus eget. Suspendisse elementum laoreet neque, at ultricies dui mollis a. Phasellus consectetur risus nunc, id consectetur ligula cursus vel.
 
Use these documents as great guides and tools to better serve your client and also be more organized.
Recording Call Example
This call is about how to have placement of a loan very straight forward with a lender while speaking the proper lingo and following up.
Important Links
 

Below are essential websites that have power to use for business for commercial finance.


Research Congressional Bills & Legislation 

https://www.congress.gov/


Research Politicians & Finances

https://www.opensecrets.org/


Loan Brokering:

https://scotsmanguide.com/


*Scroll to the middle of the page for “Lender Search Engines and Directories”


Public Records, Foreclosures, Probates, etc.

https://public.courts.in.gov/mycase/#/vw/Search


*Use the following way to look up foreclosures


Case Number

49D11-1805-MF*


The “1805” means 2018,05 (May 2018) 


Research Bank Balance Sheets

https://research.fdic.gov/bankfind/index.html


*Use research the banks on the FDIC website for balance sheets


Locate Ownership of Property in Marion County

http://maps.indy.gov/AssessorPropertyCards/


Network & Connect with Professional Borrowers, Institutions Borrowers of Notes ect.

https://www.linkedin.com/feed/


Federal Reserve Notes & Updates

https://www.lee-chandler.com/federal-reserve-bonds-part-1-2018.html


Great Video To Refer To For Commercial Finance Consulting

https://www.lee-chandler.com/algenon.html


Training

http://www.lee-chandler.training/


August 31st
August 25th
August 24th
August 11th
August 4th 
Apartment Quick Analyzer
Offering Memorandum - Apartments
Group Intern Meeting Overview
Orientation
Additional Training
Copyright 2020 - Lee-Chandler.com - All rights reserved
Thanks for subscribing. Share your unique referral link to get points to win prizes..
Loading..