Sequencing 101

Sequencing 101

As you are doing your research on finding a mentor, you will hear lot of people talk about how they became successful, or downfalls that happened in their business. I want you to listen to them with intent. Next time you’re listening to someone talk about their journey to how they got to where they are now, I want you to think about the concept of sequencing and ask yourself if they sequenced their actions correctly. If not ask what you would have done differently.

Now it's easy to play Monday morning quarterback and see where they went right or wrong, that isn’t the point of this exercise. The point is to get your mind thinking about this topic. I want you to fully understand the power of properly sequenced events and the effect it has on your success. We aren’t trying to time our way to success, and anyone that tells you they know how to time anything perfectly I would be cautious. However, we need to be able to at least take time into account. In order to choose which steps you need to take and when, you need to have a deep understanding of the economy, the government, the current political climate, and the numbers.

I adapted this concept from Patrick Bet David, while reading his book “Your Next 5 Moves”. A wonderful book in which I recommend everyone go read. Since then, I have been a major proponent of this concept of sequencing. So much so that I believe there are only a few skills that one must master in order to achieve their dreams, and sequencing is one of them. Patrick commonly makes the analogy of a grandmaster in chess, as the grandmaster knows not only their next 5 but their next15 moves. Chess is about sequencing, The ones who win are the ones who can properly sequence their moves towards victory.

You must set yourself up for success, you have to think like a chess player. Here’s an example to enlighten the point. One of my dreams is to be the founder of a real estate investment firm with $100 million in Assets under management, 2000 doors cash flowing $125.00 of pure cash flow per door. A poorly developed plan that doesn’t involve sequencing looks like this.

  • In 2 years, I will own 25 million dollars in assets under management.
  • In 4 years, I will own 50 million in assets under management.
  • And in 8 years, I will own 100 million dollars in assets under management.

Add a few poorly planned tasks in between and you have what 90% of Americans call their plan to success. You might think this is exaggerating the point I’m making of poor planning however I kid you not most people’s goals look very similar to what I just described. Now let’s look at a well sequenced plan.

Step 1 – Save an additional $40,000 by the end of the year.

Step 2 – Read 15 books on real estate investing this year while I am saving and building up my network.

Step 3 – Improve credit score with my credit improvement strategy.

Step 4 – Qualify financing for a residential loan 1-4 units. In Q3 of this year.

Step 5 – Purchase a 2–4-unit fixer upper with a 3.5% down payment utilizing an FHA loan or a 5% conventional loan if the FHA loan will not get approved due to rehab required. By end of the year

Step 6 – Upon reaching 25% equity, either through forced or natural appreciation cash out refinance into conventional loan and leave 20% equity in the deal

  • you should receive a cash out balance which is tax free because it is looked at as debt.

Step 7 – Take that equity from the cash out refinance and put that down for a down payment on another property with another FHA loan at 3.5%.

Step 8 – Repeat this process until I run out of my QM loans (Qualified Mortgage loans)

  • ?????? Qualified Mortgage loans are the best loans you can get, they offer long terms, lower rates, no balloon payments.
  • ?????? Single you can get up to 10 QM loans, married you can get 20 QM loans
  • ?????? QM loans must be for residential properties (1-4 units only)

Step 9 – Find a portfolio lender, small regional bank, ie (Walmart bank) and build a partnership with the loan officer.

  • ?????? A portfolio lender does not offer QM loans, however they can still finance your deals. The difference between a portfolio lender and a conventional lender is that a portfolio lender keeps their loans on their own books. Meaning they do not sell their loans to the pseudo government organization’s Fannie Mae and Freddie Mac. Since they do not sell their loans to these larger organizations, they can be more creative in deal structuring, however you are typically going to have a higher interest rate unless negotiated otherwise.

Step 10 – Double my portfolio every year for 5 years in a row.

  • ?????? Utilize a strategy that your company operates very well, fixer upper, section 8, high end properties etc.
  • ?????? Read 15 -20 books on Commercial Real Estate investing (5+) units
  • ?????? Network with individuals who are in the large multifamily space

Step 11 – Invest 50,000 into a Real Estate syndication (At the start of step 10)

  • ?????? Utilize this as your opening into the game of large multifamily
  • ?????? Build your connections, and take notes on how the General Partners operate the deal

Step 12 – Cross Collateralize your assets and purchase a large multifamily apartment complex, most likely in the form of a syndication you put together.


This is an example of a sequenced plan. I took a topic that seemed unreachable or confusing and broke it down into many small moves or wins. I now know exactly what I need to do. It gives me steps I can put into action right away, like going online and finding a local real estate meetup. You take the first step, and you begin there. Also take the time to write out your plan. Once you write it down you may look at it and see your sequence is flawed, perhaps you have move 7 Infront of move 4. Fix it now during the planning stage, that’s what this stage is for. Think about if in the previous example if I tried to put move 11 Infront of move 5. It just doesn’t make sense and would leave me either pivoting in the heat of the moment or giving up before I get some real momentum. Don’t you see how this naturally plays into making your path that much clearer? Take this information, and go learn more about this concept, go read Patrick’s book “Your Next 5 Moves” for an in-depth lesson on this topic.



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