All Forum Posts by: Derek Petersen

DATE: Tuesday, July 18, 2017

TIME:6 p.m. Networking, 7 p.m. Presentation

PLACE:El Camino Country Club, Oceanside, CA

Jeff Smallowitz

Lending and Borrowing Private Money

As San Diego real estate investors, we’re always looking for the next deal — but perhaps that next deal hasn’t shown up yet. Or perhaps you have neither the time nor desire to own property and be a landlord. If so, then loaning your money to other experienced investors, secured by real estate, might be for you. The cool thing is, you don’t need a lot of cash to get started! Join us this month where experienced private money lender Jeff Smallowitz teaches you how to loan your personal funds safely and securely, without actually owning the properties — as well as many tips on

borrowing from a private lender. Jeff will not only talk about the pitfalls of borrowing private money, but also the benefits of working with or becoming a private lender.

Topics covered will include:

•The Basics of Becoming a Private Lender or Borrowing From One

•Questions to Ask a Potential Lender and What to Watch Out For

•How Much Money you Need to Get Into the Lending Business

•Loaning to and From Self-Directed IRA's and 401Ks

•How to Evaluate a Good Deal as Both a Lender and a Borrower

•The Simple Rules for Lending and Borrowing

•The Required Paperwork

•How to Keep it Legal!

Don’t miss this chance to learn how to add another income stream to your portfolio!

About the Speaker:

Jeff Smallowitz is a full-time consulting aerospace engineer who loves his career and pinches himself every day in disbelief that his clients actually allow him to work by their sides. With real estate experience ranging from out-of-state house flipping, a portfolio of overseas residential and commercial properties, and many performing loans secured by flips, Jeff and his wife Ellen rave about lending. They are also disgruntled stock investors who dumped their stock portfolio years ago in favor of investing their after-tax money and retirement funds into first-position
performing trust deeds, while only wishing they started sooner.

@Matthew Ware,

I know local guys that would lend you money with a 1st TD against a rental. It's more expensive money than the banks but worth it if you want to continue to purchase.

Also, Union Bank might be willing to do that deal. Also California Bank and Trust.

PM me for further discussion.

Has anyone thought about what a permanently low interest rate environment looks like? Which strategies will dominate? For example, my end game has always been to hold real estate and ultimately carry back after rates go back to 7-8%. Maybe that never happens. Also, will cap rates continue to compress? Maybe we need to study Japanese real estate trends to get a glimpse of where we are heading?

Thoughts?

7:00 PM, Thursday, June 8 2017
(Networking starts at 6 PM)
$20/person

Shadowridge Country Club

1980 Gateway Bay Drive
Vista, CA 92081

Hello Fellow Note and Cash Flow Investors!

This month, we welcome Sharad Mehta, a former CPA who quit his day job and is now an experienced rental property owner and out of state investor


About Sharad:

• He currently owns a rental portfolio of 75 properties in Indiana while living in San Diego
• He has done over 350 deals, purchasing hundreds of foreclosures and doing both flips and buy and holds
• He relentlessly focuses on implementing technology and increasing the efficiency of his business to allow it to scale
• Sharad has a background as a CPA, working a day job for several years before quitting in 2011 to become a full time real estate investor

Topics Sharad will discuss:

• How to be an out of state cash flow investor and rental property purchaser
• How to create systems to increase the efficiency and automation of your business
• Case studies of deals that went well and deals that went poorly
• How to purchase foreclosed properties effectively

Other:
Since this is a club with a great mix of beginning and seasoned investors, it's a great place to mix and share your real estate and note investing experience and learn from others. PLUS, if you have a deal or looking for one, come to participate in our "Haves and Wants" session where you may pick up a deal or a joint venture (JV) partner. We hope you can join us this coming Thursday at Shadowridge Country Club in Vista, CA.

Map: https://goo.gl/maps/889Pq

BONUS: We will have a drawing for a free 15 – 30 minute private telephone consultation with the speaker of your choice on any subject you want.

Admission: $20/person (cash, credit, check)

6:00 - 7:00 pm Check-in, Networking, Refreshments
7:00 - 7:15 pm Intro, News, "Haves and Wants" and Deal Profile
7:15 - 9:00 pm Speaker

You will get early e-mail notification of meetings when you sign up as a member of this meetup group. Just go to www.meetup.com and search for San Diego Note Investors (www.SDNoteInvestors.com)

We’re looking forward to seeing you at the San Diego Cash Flow Investors Meetup!

Meetup Note: The San Diego Cash Flow Investors invite experienced investors and note industry professionals to discuss all areas of the real estate note business. Our goal is to facilitate education and networking between note investors, new and experienced. If you've been a real estate investor, the world of cash flow is a natural progression for you. Learn why other strategic real estate investors are adding the cash flow provided by real estate backed notes to their portfolio.

@steve Dexter,

Great talk last night. I enjoyed your wisdom from investing through multiple cycles. Thank you for passing on the knowledge!

Derek

7:00 PM, Thursday, May 11 2017

Shadowridge Country Club

Hello Fellow Note and Cash Flow Investors!

This month, we welcome Steve Dexter, an experienced rental property owner and lender

Did you know that every market presents different strategies to employ? Real estate changes swiftly….be ready to profit or risk getting left behind.

Learn from Steve Dexter’s 25 years of investing experience. He will teach you how to acquire a portfolio that will grow your wealth and give you cashflow. You will discover when to use debt to acquire equity, how to turn equity into cash flow and where to use that income to invest into more deals.

BONUS…Find out how successful families pass their wealth on to the next generation

So come hear Steve Dexter talk about deals he is doing and enjoy a lively discussion about making money.

About Steve:

• Distinguished speaker at Harvard Business School, Law School, and the Graduate School of Design
• Owner and manager of 27 investment properties located in California, Oklahoma and around the country
• President of National Capital Funding since 1997. Since 1990, Dexter has personally funded over 500 million dollars for homeowners and investors in Southern California and across the country
• Author of the book “Real Estate Debt Can Make Can Make You Rich” published by McGraw-Hill available at local bookstores and Amazon
• Teaches real estate classes at four local colleges in SOCAL
• Joint ventures 8-15 properties a year
• Hard money lender

To learn more visit: www.investorsinaction.com and www.capitalstoragefund.com

Other:
Since this is a club with a great mix of beginning and seasoned investors, it's a great place to mix and share your real estate and note investing experience and learn from others. PLUS, if you have a deal or looking for one, come to participate in our "Haves and Wants" session where you may pick up a deal or a joint venture (JV) partner. We hope you can join us this coming Thursday at Shadowridge Country Club in Vista, CA.

Map: https://goo.gl/maps/889Pq

BONUS: We will have a drawing for a free 15 – 30 minute private telephone consultation with the speaker of your choice on any subject you want.

Admission: $20/person (cash, credit, check)

6:00 - 7:00 pm Check-in, Networking, Refreshments
7:00 - 7:15 pm Intro, News, "Haves and Wants" and Deal Profile
7:15 - 9:00 pm Speaker

You will get early e-mail notification of meetings when you sign up as a member of this meetup group. Just go to www.meetup.com and search for San Diego Note Investors (www.SDNoteInvestors.com)

We’re looking forward to seeing you at the San Diego Note Investors Meetup!

Meetup Note: The San Diego Note Investors invite experienced investors and note industry professionals to discuss all areas of the real estate note business. Our goal is to facilitate education and networking between note investors, new and experienced. If you've been a real estate investor, the world of notes is a natural progression for you. Learn why other strategic real estate investors are adding the cash flow provided by real estate backed notes to their portfolio.

DATE: Tuesday, May 16, 2017

TIME:6 p.m. Networking, 7 p.m. Presentation

PLACE:El Camino Country Club, Oceanside, CA

Derek Harms

The Flipping Formula — San Diego Style

With low interest rates, tight inventory and high demand from buyers all over San Diego County, the number of homes being flipped is the highest it’s been since 2006. It’s no surprise that you can’t go very far these days without hearing ads on the radio advertising free seminars on how to make money flipping houses. But in the rush to make a profit, far too many would-be real estate moguls overlook the basics and end up falling short. The best way to ensure your success in this business is to learn from someone who is actually doing it. Join us this month where successful house flipper and real estate agent Derek Harms discusses:

•How to Actually Find Deals to Flip in San Diego

•Can You Be a Successful Real Estate Agent and Flipper At the Same Time?

•Analyzing Deals - Quick Desktop Appraisals vs. In-The-Field Diligence

•Funding Deals With Little or None of Your Own Money…Really!

•Rehabbing Tips and Tricks Only Learned From Actual Experience

•Advanced Selling Strategies With or Without An Agent

•Current “Deal Profiles” of Real San Diego Flips -- Details, Photos, Profits, etc.

Don’t miss this chance to learn Insider Strategies from someone in the trenches Flipping Houses Every Single Day

About the Speaker:

A Los Angeles native, long-time San Diegan, and having graduated from Sonoma State University while playing on the World Series baseball team, Derek implemented the humility and selflessness learned from years of athletics into his real estate business. An active investor, award-winning Realtor, and Business Development Director for the NSDREI, Derek is connected to many different facets of real estate. Over his career, he's been involved in Auctions, Short Sales, REO's, Owner Financing, Mobile Home Parks, Lending, Development, and Apartment Buildings. He is currently President of Trinity Investment Services, LLC and a managing partner of Sonoca Corporation — cumulatively focusing on single-family home renovations and sales.

Anyone attend an apartment investing course that was worthwhile? I see Brad Sumrok has a course; anyone take it? I'm already experienced on 2-4's but thought it might be worthwhile to invest a little into education before going bigger. Thoughts or recommendations?

DATE: Tuesday, April 18, 2017

TIME:6 p.m. Networking, 7 p.m. Presentation

PLACE:El Camino Country Club, Oceanside, CA

Aaron Norris

Technology Trends and Effects on Real Estate

Have words like Artificial Intelligence, the Internet of Things, and the Gig Economy been popping up in your news feed and you’re completely unclear on what they mean for your business — or what they mean for real estate? Don’t worry, you’re not alone! Technological advances have been speedier and major companies are vying to be first to garner your attention and loyalty, not to mention your hard-earned dollars. Join Aaron Norris as he simplifies some of the biggest technology trends and specifically breaks it down on what these advances could mean for real estate and the economy as he covers:

•7 Factors Driving Massive Technology Progress

•The 5 Major Brands to Watch

•The 8 Major Technology Sectors to Watch and Their Potential Ramifications For the Real Estate Market

•How Technology is Changing The Way We Look at How Homes Are Built

•Details on a Cool, New Project that Might Inspire Your Next Big Real Estate Deal

Don’t miss this chance to learn how investors and consumers alike are using technology as their competitive edge in real estate!

About the Speaker:

Aaron is Vice President of The Norris Group which specializes in California hard money lending, trust deed investments, real estate investments, and real estate investor resources. Aaron's responsibilities include investor relations, business development, radio production, community outreach, marketing, PR, and major events. Aaron hosts the weekly award-winning Real Estate Headline Roundup Blog, as well as produces The Norris Group's award-winning radio show and podcast. He’s also a huge fan of cutting-edge technology and real estate development. He’s helped raise close to $2 million for nonprofits in California through efforts like I Survived Real Estate and Give BIG Riverside County. He currently serves as the Public Relations Society of America Western District chair representing over 2,200 PR pros from Hawaii to Colorado.

Previously we were called San Diego Note Investors (SDNI) but as much as we love notes, we wanted to expand our speaker engagements to include other forms of generating cash flow. Many of us invest in many forms of cash flowing assets so it just made sense. Anyway, we hope you can join us for the first meeting as San Diego Cash Flow Investors!

7:00 PM, Thursday, April 13 2017
(Networking starts at 6 PM)
$20/person

Shadowridge Country Club

1980 Gateway Bay Drive
Vista, CA 92081

Hello Fellow Note and Cash Flow Investors!

This month, we welcome Alia Ott, an experienced, hands on investor in self storage facilities

Topics covered will include:

• Why self-storage is the perfect vehicle for creating cashflow
• Top 5 mistakes investors make when selecting an investment strategy
• Why you should invest for long term wealth vs. transactional cash
• Strategies used to turn around occupancy levels
• How to massively increase the value of a storage property
• How to get started in self storage investing
• Case studies of real deals

About Alia:

Alia has spent nearly 15 years investing in real estate, and has been involved in over $25M worth of real estate transactions and private loans. She and her business partner, Terri Garner own an education company called Investors in Action that helps people learn how to earn passive income through self storage investing. They also manage investor relations for the Capital Storage Fund which focuses on purchasing low occupancy self-storage properties and using their Revenue Optimization Process to quickly increase cashflow and overall value.

Alia is passionate about financial education for women and children. She helped found several financial literacy programs including a youth-based program called “The Magic of Money” and “Cashflow Divas,” a mastermind group for entrepreneurial women focused on creating passive income.

Prior to investing full time, Alia served as a Director for several corporate philanthropy programs initiated by Cisco Systems, AOL, Yahoo! and the United Nations; creating giving portals that have raised over a Billion dollars online for charitable causes. Alia is a master connector and holds a degree in Communications from Chapman University as well as a Certification for Advanced Project Management from Stanford University. She is a licensed real estate broker and best-selling co-author of the book “Initiative”.

To learn more visit: www.investorsinaction.com and www.capitalstoragefund.com

Other:
Since this is a club with a great mix of beginning and seasoned investors, it's a great place to mix and share your real estate and note investing experience and learn from others. PLUS, if you have a deal or looking for one, come to participate in our "Haves and Wants" session where you may pick up a deal or a joint venture (JV) partner. We hope you can join us this coming Thursday at Shadowridge Country Club in Vista, CA.

Map: https://goo.gl/maps/889Pq

BONUS: We will have a drawing for a free 15 – 30 minute private telephone consultation with the speaker of your choice on any subject you want.

Admission: $20/person (cash, credit, check)

6:00 - 7:00 pm Check-in, Networking, Refreshments
7:00 - 7:15 pm Intro, News, "Haves and Wants" and Deal Profile
7:15 - 9:00 pm Speaker