1 CE Foundation
The deck is a training presentation for the Commercial Empire / Legacy Wealth Holdings program. It opens with motivational housekeeping and expectations, then outlines the company’s mission (buying deals, joint ventures, $1 B asset goal) and introduces the 6‑step commercial real‑estate investing framework (Foundation, Find, Figure, Fund, Fix & Fill, Flow). The presenter, Tim Bratz, shares his personal background and rapid growth from a 2007 NYC broker to a portfolio of 10,000+ units valued over $1 B. An executive‑team org chart details each leader’s functional responsibility. The deck educates on commercial‑property types, contrasts single‑family vs. multi‑tenant assets, and lists commercial‑investment benefits (scale, passive income, tax advantages, legacy wealth). It presents the firm’s underwriting rule (“All‑In < 70 % of stabilized value”), a value‑add apartment process map, and a detailed Sheffield Lake, OH 48‑unit case study covering acquisition pricing, financing structure, renovation budget, stabilization metrics, refinance terms, equity splits, private‑lender returns, and total project ROI (35.3 % annualized). Finally, risk‑mitigation principles are enumerated (wholesale pricing, value‑add appreciation, rigorous underwriting, multiple exit strategies). The tone is instructional and promotional, with enthusiastic confidence in the firm’s model.
Topics
6‑Step Commercial Real‑Estate Investing Framework
The core methodology – Foundation, Find, Figure, Fund, Fix & Fill, Flow – presented with icons and brief descriptors.
Executive Team Organizational Chart & Roles
Mermaid flowchart detailing each senior leader (CEO, COO, CIO, Directors) and their functional responsibilities within Commercial Empire.
Commercial Property Types Overview
Classification of asset classes – multifamily, office/medical, retail/hospitality, industrial/self‑storage – with bullet points.
Single‑Family vs. Multi‑Tenant Commercial Distinctions
Comparison of tenancy structure, income streams, and expense complexity between single‑family and commercial assets.
Underwriting Rule – All‑In < 70 % of Stabilized Value
The firm’s investment threshold formula to ensure sufficient equity cushion before acquisition.
Sheffield Lake, OH 48‑Unit Case Study – Acquisition & Financing
Detailed financial tables showing purchase price, renovation budget, all‑in cost, bank loan, private lender, and initial NOI.
Sheffield Lake – Refinance & Return Economics
Stabilized ARV, loan terms, cash‑flow projections, equity split (80 % to Legacy Wealth), private‑lender preferred return, equity upside, and total ROI (35.3 % annualized).
Risk Mitigation Principles
Guidelines for wholesale pricing, value‑add appreciation, avoiding speculation, cash‑flow focus, due‑diligence, underwriting stress tests, multiple exit strategies, and favorable financing.