Broker Estate Building Program

The S.E.C. Education Foundation


Broker Estate Building

Austin, Texas
April 6th & 7th, 2004

The S.E.C. Education Foundation is proud to present, in association with the Austin CCIM Chapter, “Broker Estate Building” one of the S.E.C.’s signature course offerings, on April 6th and 7th in Austin, Texas.

Registration for the program is ongoing with information available by contacting Dick Janson S.E.C., CCIM, at 512-219-9500 or the Austin CCIM Chapter.

The Broker Estate Building program is comprised of historical creative estate building formulas for Real Estate Practitioners. Presented by Phil Corso, S.E.C. and Mark Johnson, S.E.C., CCIM, the primary focus of the Broker Estate Building program is centered upon using creative real estate assets as estate-building tools for the real estate broker and investor interested in creating long-term cash flow and maximizing profits.

Phil and Mark take a no-nonsense approach to teaching that fills the room with excitement and enthusiasm. They teach beyond techniques and add their personal experiences to every segment of their programs. As active investors and developers, Phil and Mark not only “talk the talk, they walk the walk” in their daily lives. Broker Estate Building graduates discover how to become more effective in their real estate practice, how to become “their own best client” and, ultimately, how to make more money. Graduates head back home better armed with new knowledge that will enhance their potential for prosperity.

Broker Estate Building is a comprehensive two-day program with strategies and tactics to help you become “Your Own Best Client:”

  • Building your estate thru Creative Real Estate
  • How to become “Your Own Best Client”
  • The Transition: From Broker to Principal
  • Creation of Wealth Formulas
  • Acquisition and Negotiation tactics
  • “Capital Formation Plans” for your projects
  • Expanding Expertise – Managing Time
  • Establishing Banking and Investor Relationships
  • Understanding your Goals and Objectives
  • The “Golden Rules” of OPM
  • Group Ownership Strategies and Structures
  • Control Property thru Options
  • Mortgages, Notes and Seller Financing
  • Counseling the Client and the Broker
  • Buying, Selling and Exchanging Strategies
  • Leasehold Interests and their impact
  • Case studies of closed transactions

For additional information on sponsoring the Broker Estate Building program with your organization, contact either instructor or visit the S.E.C. Education Foundation Web Site,

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