Fortes Consulting

Are you looking to optimize and scale your real estate investment firm?

Not every real estate investment firm is the same and the goal of any consulting engagement is to improve an investment firms feel from startup to fully operational, build your brands career capital (skills that are rare and valuable to the working world), improve database organization, proper software and application, firm compliance & create an organizational SWOT analysis.

Fortes Consulting Application

Apply to Consult with John

I’m applying to talk to John Fortes about becoming a client to create a unique business strategy that fits my firm’s goals. The session helps identify my firm’s direction and how to improve its operational performance. As the face of my firm, John will help me to stop working in my business so that I can start working on my business and what really matters to scale.

This is what the process looks like after you submit your application:

Applicant will apply and select one of the consulting services options. Either John Fortes or his team will reach out directly to schedule a free one-time business examination call and discuss the scope to maximize your real estate investment firms peak operational goals.

If applicant decides to move forward with the services after the business examination call, the partnership will begin.

Who is this for?

  • New investors interested in starting up a profitable real estate investment firm
  • Experienced investors whose firms have hit a wall
  • Experienced investors whose firms are seeking to scale
  • Exploring fund knowledge and fund formation
  • Tired of raising capital that grow other sponsors investor database
  • Have strong leadership skills and entrepreneurial “no quit, lets get it done” attitude
  • A passion for helping others and have a desire to give back
  • Have access to capital and seek to create a fund and scale their business and build career capital
  • Willing to invest in their own education and business
  • Committed to a long-term game, not a quick get rich scheme

DIY – Fund Starter Kit

Take it and run with it. Just give me the goods.

Price: $3,500

  • Fund checklist
  • Investor templates
  • Fund calculator

Fund Rollout Program

Price: $6,500 first month, retainer $350/monthly

  • Fund checklist
  • Fund structure
  • Rollout plan
  • Investor templates
  • Fund calculator
  • Advisory Board

Fund JV Consulting

Price: $12,500 first month, retainer $350/monthly

  • Everything in Fund Rollout Program
  • Investor on boarding assessment
  • Investor portal overview
  • Fund consulting through joint venture partnership

Fund & Firm Oversight Consulting

Price: $18,500 first month, retainer $350/monthly

  • Everything in Fund JV Consulting
  • Business examination
  • Newsletter analysis
  • Partnership opportunities

If at any time you want to end the consultation service, you can.

Fortes Consulting Application

Pre-Qualifying Consulting Application

Orchestrating your first fund for your firm?

The Fund Forecaster will help you track your investments and project returns to your LP’s.
  • Exploring a fund for your firm?
  • How does your firm track the performance of your fund?

Forecasting a fund of funds in real estate syndications is important to not only your investors but your firm’s reputation. Isn’t it time you had the resource that would?

Price
$797
Start Forecasting

The Fund Forecaster

The Fund Forecaster for funds of funds to deploy in real estate syndications is important to not only your investors but your firm’s reputation. Isn’t it time you had a trusted tool that can manage that part for you?

A real estate fund calculator that allows you to monitor the fund performance and all the investments you have made within that fund.

The benefits of having a fund of fund investment tracker:

  • Quarterly breakdown
  • Ten-year P&L
  • Capital structure and analysis
  • Cashflow and distribution analysis
  • Individual investor summary
  • GP & LP management summary
  • Investment progress
  • Manage GP fee’s
  • Track progress
  • Customize promote and hurdles
  • Waterfall structuring

Testimonials

Mark Ferreira

Lion Share Invest

John, this was amazing!!! You helped Demystify the concepts of the Marketing Funnel. Thank You for sharing the tools and systems that you use to automate your social media and email campaigns. I’ve taken away some valuable information from this and hope to implement them in my own business strategy.
Steven Chan

7 Iron Capital

Want to learn how to build a brand and utilize the power of technology to accelerate your growth? If so, John Fortes is your guy. He was able to focus on a niche within multifamily syndication (passive investor education), which allowed him to partner with some of the most reputable operators in the industry. John recently shared the resources that he currently uses on a mastermind call that I regularly attend, and I have been using platforms based on his recommendations to build my brand. In fact, my partners and I used Canva, which was one of John’s recommendations, to build the presentation that allowed us to close on our first multifamily syndication together. We’re also exploring investor platforms and CRM’s with the help of John’s suggestions.
I’m honored to call John a friend and a colleague, and I know you’ll benefit from his consulting, just like I did.
Rodney Robinson

Robinson Capital, LLC

John Fortes’ consulting sessions have allowed me to identify my mental roadblocks and how to overcome them in order to grow my business. With each call, John and I visit my strategic goals, current challenges and focus areas. The motivation, creative problem solving, and accountability gained from these calls have allowed me to take significant strides and I have seen great results in the form of personal and business growth within the first few months of my newest venture. I am thankful for John and this program.
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