Creating Deals With Paper and Trades
Hyatt Place Greenville Downtown
Bring a deal you can't close. Leave with a structure.
Three days working real situations: creating paper to retire debt, substitute collateral, wraps, bond for title, and trading equity for equity. Paper On Steroids and Present vs Potential using Options and Trades are both part of the class.
Most investors know how to buy a property. Fewer know what to do when the seller won't come off price, the bank won't lend, and neither side has cash.
Every deal is three things changing hands: cash, paper and title. The skill is seeing which one is actually moving, who ends up holding it, and in what order. Once you can see that, a seller who won't take a dollar less will very often take a different set of terms.
What the class covers
Included in the class
Paper On Steroids
Approved by the Society of Exchange Counselors and its Education Foundation. (opens in a new tab)
Fourteen numbered structures and six case studies, taught the way I learned them: a real situation, then the solution, step by step. It is the material I use in my own business.
- Where the value in a deal actually sits (cash, paper or title) and which of the three has to move.
- Turning equity into paper, and paper into a closing.
- Debt that gets walked, replaced or retired without a bank.
- Buying and lending against paper, including paper that isn't yours.
- Getting between two parties who each hold half of a trade.
Included in the class
Present vs Potential using Options and Trades
Approved by the Society of Exchange Counselors and its Education Foundation. (opens in a new tab)
Start with a T-bar. On one side, what a property gives its owner today and what it costs them to keep. On the other, what that owner actually wants. The distance between the two columns is the deal, and this class closes it with options and trades instead of a price reduction.
- When an option is the right instrument, and when it is the wrong one.
- What option consideration can be besides cash.
- Working with a seller whose basis is too low for a sale to make sense.
- Keeping a 1031 buyer's exchange clean while the structure does its work.
Also covered
Paper, collateral and trades
- Creating paper to retire debt.
- Substitute collateral.
- Wraps.
- Bond for title.
- Trading equity for equity.
How it's taught
A real situation. Then the solution. Then your deal.
Situation
Every structure starts with a real deal: what the owner has, what it costs them to keep, and what they actually want.
Solution
Numbered steps showing who holds what at closing, so you can see where each part of the deal fits.
Your deal
Saturday is all case studies, solved in groups with the techniques you've learned. If enough attendees bring deals, your deals replace the case studies, and they're used as examples along the way.
The three days
Thursday and Friday teach the structures. Saturday puts them to work.
- Day 1 · Thursday, Feb 4
- Details coming soon.
- Day 2 · Friday, Feb 5
- Details coming soon.
- Day 3 · Saturday, Feb 6
- Put it to work. The whole day is case studies, solved in groups with what you've learned. If enough attendees bring deals, your deals replace the case studies.
Who it's for
- Investors, brokers, agents and owners who have a real deal in front of them.
- Anyone with a property that won't move, a seller who won't come off price, or a deal that keeps losing at the lender.
- No real estate license is required to attend.
Who it isn't for
- Anyone brand new to real estate. This class works because the room is working real deals.
- Anyone looking for a coaching or mentorship program. I don't sell either.
Your instructor
Jason Dillard, S.E.C. — 26 years, more than 1,000 transactions, four states. Everything I teach is something I did.
- Approved Educator and Moderator, S.E.C. Education Foundation — the national body for creative real estate and equity marketing, founded in 1961.
- Clifford P. Weaver Memorial Award, Society of Exchange Counselors, 2020 and 2022.
- Jack Hunt Excellence in Education, Society of Exchange Counselors, 2023.
- Broker-in-Charge, DHP Real Estate LLC. Host, Greenville Equity Marketing Sessions.
- Paper On Steroids and Present vs Potential using Options and Trades are each approved through the Society of Exchange Counselors and its Education Foundation.
Details
Hyatt Place Greenville Downtown, 128 E Broad Street, Greenville, SC 29601. Thursday, Feb 4 – Saturday, Feb 6, 2027. 9:00 AM – 5:00 PM, each day.
What you leave with
- The printed class booklet.
- A structure for your own deal, worked in the room.
Where to stay
- Hyatt Place Greenville Downtown.
- A free hot breakfast comes with hotel room reservations.
Seats and price
- 40 seats, no more.
- Price per seat: TBD
Registration opens soon
Leave your email and I'll let you know the day seats open.
Can't make it to Greenville?
The sessions are being recorded. Leave your email and I'll tell you when the recordings are available.
The fine print
This is education, not legal, tax, investment or securities advice. Confirm every deal with your own attorney and CPA.
Results depend on your facts and your deals. No income or results are promised.
Deals shared in the room stay in the room. Attendees sign a confidentiality agreement.
Sessions are filmed for educational materials. Deal specifics such as names, addresses and terms are kept off video. Attendees sign a media release.
Nothing here is an offer to sell or a solicitation to buy any security, or a representation that any transaction will qualify for tax-deferred treatment under Section 1031.