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All Forum Posts by: Daniel Velez

Daniel Velez has started 39 posts and replied 77 times.

Post: 84 Unit Multi-Family Acquisition Case Study w/ CPA & Realtor Dan Velez

Daniel Velez
Pro Member
Posted
  • Real Estate Agent
  • Middletown, NJ
  • Posts 79
  • Votes 9

Join us for an evening with Central Jersey REI's co-host DAN VELEZ as he walks us through the acquisition of an 84 unit multifamily property. He'll go over:

  • Sourcing the property
  • Building the team
  • Securing the capital
  • Due Diligence process
  • Underwriting Multifamily vs Residential

A little bit about Dan...
Dan Velez is an experienced CPA turned real estate agent and investor. With a corporate background and experience of working with Fortune 50 companies to small tech start-ups through various industries, Dan has a wide breadth of experience in financial operations, financial controls and a focus on lean processes. Throughout his career, he has developed a niche for assisting companies in implementing scalable processes and systems.

In addition to his expertise in the corporate world, Dan has always had a passion for real estate. He is an investor friendly agent, who is currently focused on building a real estate acquisitions firm with a focus on value-add multi-family properties.

His unique combination of skills and experiences enables him to quickly & thoroughly understand the real estate market and various types of investments. So regardless of whether you're a first-time homebuyer, an experienced investor looking for your next flip or rental, or a passive investor who wants to own real estate without the headaches, Dan can help!

Post: CJREI presents Intro to Creative Financing

Daniel Velez
Pro Member
Posted
  • Real Estate Agent
  • Middletown, NJ
  • Posts 79
  • Votes 9

Free to Attend!

Thomas Montella will discuss his creative financing strategies with focusing on SUBJECTO mortgages.

Creative Financing Investor

Post: Creative Financing w/ Zachary Beach - Free Event!

Daniel Velez
Pro Member
Posted
  • Real Estate Agent
  • Middletown, NJ
  • Posts 79
  • Votes 9

Join CJREI and three-time Amazon Best-Selling author, Zachary Beach for a special event this coming Thursday, February 23rd!

Zachary will be presenting his strategies when it comes to buying and selling real estate on creative financing with…

• subject to lease options
• owner financing
• how to sell properties, rent to own, to create 3 pay days for every deal
Plus more!

About Zachary:

•CEO/ Partner of WickedSmartInc.com, which is a 2x Inc. 5000 Fastest Growing Company

•Amazon Best-Selling Author of Real Estate on Your Terms, New Rules of Real Estate Investing, & Sell with Authority for Real Estate Investors

• Partner in Original Real Estate, Wicked Smart Finance, and NatProcessing.com.

This is a FREE to attend event!

Post: The Power of Life Insurance and Infinite Banking

Daniel Velez
Pro Member
Posted
  • Real Estate Agent
  • Middletown, NJ
  • Posts 79
  • Votes 9

Come join us with guest speaker Joseph Biondolillo on December 13th at 7pm to learn about benefits of a life insurance policy, including the leverage opportunities, tax benefits, and the overall flexibility that owning one provides.

Joseph Biondolillo is a Real Estate Investor in both residential and commercial real estate and a Financial Representative of The Guardian Life Insurance Company of America.

Joseph has recently been named to the 2022 Forbes/SHOOK Research List of Top Financial Security Professionals! Joseph is honored to be ranked number 8 in the state of New Jersey! Joe has successfully trained and mentored dozens of industry professionals. A graduate of St. John’s University, his entrepreneurial spirit has allowed him to build and sell multiple businesses. Joe truly enjoys owning his own business, believing he can control his own destiny. Today, he works with his clients to try and achieve the same for themselves. Financial Strategies are a key focus for Joe and his clients but education plays a vital role in helping families and business owners make intelligent financial decisions for the right reasons. Joe focuses on education first, then financial strategies.

Post: 900+ Units in Less Than 2 Years w/ Paul Wilcox

Daniel Velez
Pro Member
Posted
  • Real Estate Agent
  • Middletown, NJ
  • Posts 79
  • Votes 9

Registration starts at 6:30PM.

• What we'll do
Real Estate networking with investors, realtors, lenders, attorneys, accountants, and everything else you need to build your real estate powerteam!

• What to bring
Bring your questions, business cards and a good attitude

About Our Speaker:
Paul Wilcox
COO, Sterling Rhino Capital

Paul gained his business experience working in the commercial construction industry for over 20 years in the NY/NJ market. Joining a 100-year-old commercial painting and flooring company at the age of 23, Paul became an expert in estimating and project management while working closely with general contractors and architects on some of the largest and most high-profile construction projects in the Northeast. Paul left the world of commercial subcontracting after 21 years and is now putting 100% of his time and efforts into Sterling Rhino Capital as the COO.
Paul uses his experience in construction, team building, estimating, project management, software, and ground-up system building to help make Sterling Rhino Capital a success. As COO, Paul has helped Sterling Rhino Capital acquire 936 multifamily apartment units in just under 2 years, of which 217 of those have been sold to go full cycle.

Now entering the world of ground-up development, Paul and Sterling Rhino Capital are partners in a 184-unit new construction complex in Stamford, CT and are developing another 322 units of Class-A luxury apartments, across 2 project sites in Denver, CO.

Post: Raising Private Capital

Daniel Velez
Pro Member
Posted
  • Real Estate Agent
  • Middletown, NJ
  • Posts 79
  • Votes 9

Open Discussion on the three key components to Raising Private Capital:

  1. - Focus on your Avatar
  2. - Find Investors by Building Relationships
  3. - Follow the Rules

This month's speaker: Alina Trigub

The founder of SAMO Financial LLC, Alina Trigub loves helping people! This is why she's always keen to spread the word about the benefits of passive investing in various forms of real estate. Getting to the heart of the goals of potential investors, she will explore all avenues for improving their portfolios, demonstrating the benefits of different funds and sharing tax advantages.

In all of this, her overarching goal is to empower people to build wealth for themselves and for their families, an ethos wholly supported by the great Warren Buffett when he suggested that, “Someone is sitting in the shade today because someone planted a tree a long time ago.”

With an MBA in Finance and Management from Rutgers and a Bachelor of Business Administration in Accountancy from City University of New York, Alina has worked as a Tax Accountant at Ernst & Young, as well as in the private sector. She also has twenty years of successful technology experience. In 2021, Alina joined TF Management Group LLC, a real estate fund management company, where she is the Head of Investor Relations and Marketing.

Alina offers her expert and in-depth experience to support investors education through articles, animated video-series, and presentations as a sought after speaker at numerous real estate events. Alina lives in New Jersey with her loving husband and two awesome kids.

Post: Full Time Real Estate Investing and Q&A

Daniel Velez
Pro Member
Posted
  • Real Estate Agent
  • Middletown, NJ
  • Posts 79
  • Votes 9

Registration starts at 6:30PM.

• What we'll do
Real Estate networking with investors, realtors, lenders, attorneys, accountants, and everything else you need to build your real estate powerteam!

• What to bring
Bring your questions, business cards and a good attitude

Topic: Real Estate Investing Q&A w/ Christopher Rizzolo, Broker of Melrose Realty

This month's speaker: Christoper Rizzolo

Chris started his career in real estate in 2006 when he obtained his real estate license, and went on to further his education by receiving an MBA with a concentration in Real Estate. He had a focus on multifamily and commercial real estate, and in 2008 he joined the national brokerage, Marcus & Milichap. In 2010, he acquired his first multifamily property and ultimately started his own brokerage in 2013. He has been a full-time owner/operator since 2015, has acquired and sold nearly 200 units, and is currently holding 70 units throughout 20 properties valued at over $10m. In addition, he also operates a successful fix and flip business and residential real estate brokerage.

He has been able to successfully work in all facets of the business from the retail and investor side during his 15+ year career. Join us on Thursday 8/25 as he'll take us through his journey and answer questions on how you can achieve your real estate goals.

Post: Analyzing Self Storage Properties

Daniel Velez
Pro Member
Posted
  • Real Estate Agent
  • Middletown, NJ
  • Posts 79
  • Votes 9

Central Jersey REI is hosting an event at Al Ponte (formally Simko's) in Neptune City, NJ right next to beautiful Belmar.

• What we'll do
Real Estate networking with investors, realtors, lenders, attorneys, accountants, and everything else you need to build your real estate powerteam!

• What to bring
Bring your questions, business cards and a good attitude

Topic: Analyzing Self Storage Properties

This month's speaker: Michael V. Margarella

Michael is a seasoned real estate investor, real estate broker, and real estate attorney. Michael owns and operates self-storage facilities, apartment complexes, and mixed-use properties. Michael and his team have $10M of assets under management.

Michael is the founder of Next Play Investments LLC, a company that acquires undervalued properties and transforms them into cash-flowing assets. He is also the co-founder of AMP Self-Storage LLC, a company that sources off-market self-storage facilities to purchase or wholesale.

Post: Investors from New Jersey

Daniel Velez
Pro Member
Posted
  • Real Estate Agent
  • Middletown, NJ
  • Posts 79
  • Votes 9

Hey Andy - I'm based out of Monmouth County and run a networking group out of Belmar/Neptune City. I've got a SFR and have done some fix and flip and managed small multi's. I'm also a CPA and RE agent. Starting to shift my focus to medium sized multi's and commercial properties (25-100 units).

Post: Central Jersey REI - Live Meeting - Self Directed IRAs

Daniel Velez
Pro Member
Posted
  • Real Estate Agent
  • Middletown, NJ
  • Posts 79
  • Votes 9

This month, the Central Jersey REI group is hosting a tremendous event with a phenomenal speaker on the power of utilizing a self directed IRA. Learn how to take back the control of your retirement and your financial future.

In a world where uncertainty has become the norm, how can we prepare for a secure financial future? Since their inception, IRAs and retirement plans have served as powerful tools for wealth building, estate planning, and tax savings. In this session, we will highlight the power of using self-directed IRAs for real estate investing, its benefits to both individual investors and investment sponsors, and the implications of new tax legislation for financial freedom and investor choice.

Our Speaker:
Brittany Melville, Director of Marketing and Sales at Next Generation Trust Company

Brittany applies her extensive experience in direct sales, marketing and customer relationship management at Next Generation. In her role, she develops and oversees the implementation of our marketing strategy across all media and works with our team to support sales initiatives.

Brittany’s accomplishments throughout the years include designing and executing lead generation strategies across multiple channels, developing and nurturing multi-million dollar sales pipelines, enhancing digital marketing outreach, creating educational content, conducting market and competitive analyses, training sales personnel and improving internal processes to support sales.
Brittany graduated Cum Laude with a B.S. in marketing and business management from Boston College, and is certified as a Self-Directed IRA Professional (SDIP).

A few of us will be arriving early at 6pm for Dinner. All guests are more than welcome to join and network.

We hope to see you there! 

Dan Velez, @Heera S., @Luke Kwiatkowski, @Cody Z.