Category:
Workshops
Where the Pros are Investing: Panelists Reveal All
We’re going to ask our panel of real estate pros where they are investing today, and where they are putting their money tomorrow. Will the answers surprise you? Attend this lively session where our own “Piers Morgan of Real Estate,” Geraldine Barry, mixes up the softball questions with a few curveballs.
Moderator: Geraldine Barry, President, SJREI Association and Publisher, REI Voice Magazine
Panelists:
Kathy Fettke, CEO, Real Wealth Network, Host of The Real Wealth Show
Stephan Kachani, Vice President of Sales and Marketing, Lone Oak Fund LLC
Working Wealth Building into Your Work Day
Real estate investing requires careful thought and strategy. But how do you find the time? Only 5% of investors consider real estate their full time job. For the other 95% of investors, Geraldine Barry uncovers the secrets to maximizing your time, explains when and how to strategically align yourself, and shares three actionable items to move your wealth building agenda forward.
Presenter
Geraldine Barry operates three separate businesses and is an expert time manager. She has helped investors nationally and internationally.Learn how to exponentially increase your productivity and be energized for success!
***Investors Basics Workshop***
Finding the Right Fit: How to Identify Agents Who Understand Investors
Knowing how to identify an investor-friendly real estate agent/broker can make or break your investing success. Typical RE agents look at houses as just that – houses. Investor agents see them as assets or liabilities. Learn how to strategically identify and select an agent who will help you avoid pitfalls and negative returns. Know all of the variables your agent should be looking for and the questions they should be asking. Learn how to build the right relationship so you get the BEST representation and you both get optimal returns!
Presenter
Join Susan Kent, one of the nation’s leading investor brokers, for “Finding the Right Fit”.
Susan Kent, Director of Acquisitions and broker of Capital Blueprints
Bay Area Market Muscle: Panelists Discuss the State of the Valley
Hear from several heavy weights in the Silicon Valley—Santa Clara Mayor Jamie Matthews, Larry Stone, Santa Clara County Tax Assessor, Nanci Klein, Deputy Director of Economic Development, City of San Jose, and Michelle Lenahan of ForeclosureRadar. Discover their unique INSIDER perspectives on the Silicon Valley, and what is on the horizon. With over combined 50 years of combined experience immersed in the Valley – these panelists have the inside scoop.
Mayor Matthews will provide some insights on the new 49′er Stadium. What will that development do for our Valley, is Santa Clara prepared to handle a growth spurt in times of budget deficits?
What is Nanci Klein seeing in terms of economic development? San Jose is doing some unique things to attract and retain business in the city, what have been the successes and setbacks?
What is Larry Stone’s opinion on local property values? What trends are he seeing?
Michelle Lenahan will be addressing the data points for Californians. The members of this panel impact the face of the Silicon Valley every day – their perspectives are worth hearing. Geraldine Barry will facilitate a lively discussion – don’t miss this panel!
Panelists
Nanci Klein, Deputy Director of the Office of Economic Development, City of San Jose
Jamie L. Matthews, Mayor, City of Santa Clara
Larry Stone, Santa Clara County Assessor
Michelle Lenahan, ForeclosureRadar
Moderator:
Geraldine Barry, President, SJREI Association and Publisher, REI Voice Magazine
Real-Time, No BS Capital Market Panel
Get a real time no BS look at today’s capital market from active lenders. Markets rise and fall based on capital availability and the cost of capital. Capital availability and structure is affected by many factors and is constantly changing. Don’t make an offer without understanding what leverage, timing and capital costs you will encounter. Hear directly from lenders actively seeking product. Learn what opportunities they are seeing, how they are capturing them and how this will benefit you.
Panelists:
Leslie Lundin, Managing Partner and Co-founder, LBG Realty Advisors, LLC
Stephan Kachani, Vice President of Sales, Lone Oak Fund LLC
Scot Cunningham, National Sales Manager, Income Property Lending division of BofI Federal Bank
Ron La Russa, Senior Commercial Real Estate Loan Officer, Fremont Bank
Turnaround, Recession or Collapse?
What does the future hold? How can you survive and thrive in this tumultuous investment market with so many conflicting indicators? The answer, prudent strategies outlined in “Jason Hartman’s 10 Commandments of Successful Investing” where you will learn sound fundamentals applied creatively with fresh perspectives on how to use the following:
- Inflation Induced Debt Destruction™
- Asset Based Lending
- IRA Investing
- Packaged Commodities Investing™
- Land-to-Improvement (LTI) Ratios™
- Assembling Your Wealth Team
- Moving from Optimist to Opportunist
- Geo-diversification
- Being Area Agnostic™
- The Complete Solution for Real Estate Investors™
Presenter
Doing Proper Due Diligence When Investing Out of Town
By some estimates, more than 60% of today’s real estate purchases made by investors are made on investment property outside of their local area. While there are many markets around the country attracting a lot of attention, buying out of town also raises risks. Chris Clothier, co-partner in MemphisInvest.com and DallasInvest.com, presents practical advice on choosing the proper market, the best team and solid investment properties when purchasing out of town. With 97% of their 490+ clients living outside of Memphis and Dallas, the Clothiers have developed a common sense formula for finding success when investing out of town.
Presenter
Chris Clothier, Co-Owner, Memphis Invest
Panel Discussion: Bay Area’s Market Muscle
Real Estate Expo Silicon Valley takes place within a few miles of the major economic engines powering the recovery: Apple, Google, Facebook, etc., and virtually next door to the new 49er Stadium. County Assessor Larry Stone and Santa Clara Mayor Jaime Matthews discuss the impact of these events on our local and nation’s economy.
Panelists
Larry Stone, Santa Clara County Assessor
Jamie L. Matthews, Mayor of Santa Clara
Nanci Klein, Office of Economic Development, City of San Jose
Buy and ReFi Plan: Build a Portfolio with Little Money Down
How can you leverage your investment war chest to purchase the most properties with the least money down? By understanding the buy and refinance investment model. Learn the basics of this model, understand the role of private money lenders, seasoning, loan-to-value, and the 10-property barrier. Discover how to find a lender for short-term financing, the three calculations that predict success, the importance of pre-approval, and current lending regulations. Leave this workshop prepared to make a wise, cash-flowing deal in the next thirty days.
Featured Presenter
Nuts & Bolts of Investment Real Estate
Formulas and metrics important for analyzing a real estate investment are often known by their acronyms: APOD, GRMs, Cap Rates, etc. But how versed are you in understanding these fundamentals? In this workshop your learn the definition, meaning, and useful purpose of key analysis tools including cash flow and basic income formulas; Annual Operating Data; Gross Rent Multipliers, pre-tax cash flow vs. after-tax cash flow; and much more.