Creating Deals With Paper and Trades
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.
- What3-day live classPaper, options and trades
- WhenFebruary 4–6, 2027Thu – Sat · 9 AM – 5 PM
- WhereHyatt Place Greenville Downtown128 E Broad Street, Greenville, SC
- Price$1,500$997 with a group promo code, paid by Nov 30
Overview
What the class covers
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.
Paper On Steroids
Included in the class
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.
Present vs Potential using Options and Trades
Included in the class
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.
Paper, collateral and trades
Also covered
- 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, and the cases are the deals attendees bring, worked in the room with the techniques you've learned.
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.
Schedule
The three days
Thursday and Friday teach the structures. Saturday puts them to work.
Day 1 · Thursday, Feb 4
The basics, and moving debt. Notes, mortgages and what paper is really worth: how to sell it, trade it, and walk a loan to a different property with collateral substitution. Options and how the IRS sees them, basis and recapture, and the T-Bar for reading a seller's situation and writing the offer. Then a real wrap and bond-for-title deal with its exits, and eight worked structures: turning equity into paper, paying off a lender with created paper, buying paper with none of your own money, and replacing a bad loan without a bank.
Day 2 · Friday, Feb 5
Same money, different paper. Trading created paper and keeping the wrap spread. Sale, lease back and buy back to park a 1031, and why a note and a lease with a buy-back can be the same deal. Control without owning, rolling options and options triggered by events instead of dates. Then seventeen worked structures: exchange-lease-option, getting between two exchangors, paying a debt with a piece of the deal, and assigning a contract from a Roth.
Day 3 · Saturday, Feb 6
Your deals. The whole day is case studies, and the cases are the deals you bring. We work them in the room with everything from Thursday and Friday, so you leave with a structure for your own deal.
Details: venue and hotel
Venue
Hyatt Place Greenville Downtown
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.
Where to stay
Book your room
Hyatt Place Greenville Downtown. Book in the class room block.
A free hot breakfast comes with hotel room reservations.
What you leave with
- The printed class booklet.
- A structure for your own deal, worked in the room.
Your instructor
Jason Dillard, S.E.C.
Jason Dillard, S.E.C. — 26 years, more than 1,000 transactions, four states. Everything I teach is something I did.
Credentials and awards
- 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.
Register
Reserve your seat
$1,500 per seat. $997 with a group promo code, paid in full by November 30.
On December 1 every seat is $1,500.
Your seat is held once it's paid in full. Payment is by card through Stripe, and your receipt comes by email.
40 seats, no more.
Refund policy
Full refund if you cancel by January 5, 2027 (30 days before the class). No refunds after that.
When the class is full, you can pay to join the waitlist. If a seat opens, it's yours and the payment stands. If we can't fit you in, you get a full refund by January 28, 2027, a week before the class.
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.