Written by Austin Chan
Gatsby Intern
UTA Student
Class of 2026
Every Friday, Gatsby Advisors Brokerage holds in-depth training sessions to keep us at the top of our game. As an intern, I had the opportunity to attend and take notes on our latest session on July 12, 2024, which focused on CREXI Pro Highlights. Our training emphasized how to pull different types of data efficiently. We learned to navigate the Property Data tab, apply various filters, and access comprehensive information such as ownership data, financing info, loan terms, and occupancy rates. The session also covered advanced tools like the Financing & Sale filters, which includes crucial details such as loan types, lender information, and financing maturity dates.
In the latter part of the session, Charles Patawaran taught us how to utilize financial documents effectively. We delved into interpreting financial reports like P&L statements, balance sheets, and personal financial statements to determine net worth and identify financial trends. Charles emphasized the importance of packaging financial documents for CPAs or attorneys and ensuring all necessary financials are provided to maintain credibility and avoid wasting time on deals.
These Friday training sessions are essential for equipping our team with the skills and knowledge needed to excel in the competitive real estate market, demonstrating Gatsby Advisors Brokerage's commitment to excellence and client satisfaction.
Charles Patawaran
Managing Partner
CCIM Candidate
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