The Investment Triangle

Class Overview
The Investment Triangle: Finding, Funding, and Managing Your First Property

Getting started in real estate investing doesn’t have to be overwhelming—when you have the right team. The Investment Triangle is a three-part class that breaks down the three pillars of successful investing: finding the right property, funding it smartly, and managing it effectively.

Whether you're buying your first rental or exploring real estate as a path to long-term wealth, this course will give you the tools—and the local experts—to make it happen.

What You'll Learn:

🔍 Part 1: Finding the Right Property – with Spencer Dahl, Keller Williams Realty East Idaho
Working with the right agent can make or break your first investment. Spencer Dahl specializes in helping investors identify high-potential properties in the East Idaho market. He’ll walk you through how to evaluate deals, understand market trends, and avoid the common pitfalls first-time investors face. Spencer brings market insight and an investor’s mindset to every deal, helping you build a strong foundation from day one.

💰 Part 2: Funding the Deal – with Jess Davies, Premier Mortgage Resources
Financing doesn’t have to be a mystery. Jess Davies is a seasoned lender who knows how to match the right loan product with the right investment strategy. He’ll cover traditional and creative financing options, how to get prepped for your first purchase, and what lenders are really looking for. Jess’s approach is transparent, strategic, and geared toward helping you get your first deal across the finish line.

🛠 Part 3: Managing for Success – with Chris Schnitzler, Jacob Grant Property Management
The real test of a successful investment comes after the purchase. Chris Schnitzler, with Jacob Grant Property Management, will show you what it takes to protect your asset, keep tenants happy, and generate long-term cash flow. From setting rental rates to handling maintenance and lease enforcement, Chris will share how professional management can save you time, reduce risk, and scale your portfolio the right way.

Who This Is For:

• First-time investors
• Buyers looking for a smarter strategy
• Anyone curious about building wealth through real estate

By the end of this class, you’ll not only understand the process—you’ll have a local team ready to help you succeed.

⚠️ Spots are LIMITED—save your seat now before they’re gone!