Join OCG Properties for an educational Webinar on "Tax Strategies for Real Estate Investors"
**PLEASE ENSURE YOU ARE PROPERLY REGISTERED AT THE LINK BELOW*
REGISTER HERE: https://attendee.gotowebinar.com/register/8679932203784712451
Topic: Tax Strategies for Real Estate Investors
Price: FREE
Date: Wednesday, October 18th
Time: 6:30-7:30pm
Speaker: Bill Torres - CPA/PFS, MS Taxation Bill Torres & Company, Inc. Managing Partner
Bill Torres has been providing services in the public accounting field since 1983. He has extensive consulting and compliance experience in individual, corporate, partnership, limited liability company, fiduciary, and estate taxation at the domestic and international levels. Bill has also defended these entities before the various authorities. In addition, he has testified as an expert witness in civil litigation matters and has provided attorneys with tax advice to assist in structuring their settlement proposals. He also provides litigation support and forensic accounting services with an emphasis in divorce and estate matters.
Bill has served as managing partner of his firm since 1994. He originally developed his accounting and auditing skills at Coopers and Lybrand servicing the manufacturing, financial and retail industries. Later at Kenneth Leventhal & Company, he shifted into the tax arena and assisted clients in all tax aspects of real estate development, construction, operations and deal structuring.
His experience includes Federal and state income and estate tax planning and preparation for a full assortment of clients including:
Host: Mathew Owens, Founder of OCG Properties
RSVP HERE - https://www.meetup.com/fibisouthbay/events/2427711...
Topic: Macro & Micro Economics: What's Going to Blow up in our Faces Next?
Price: $25 at the door, $20 Presale (Presale ends at 3pm on 10/11)
Location: THE POINT 830 S. Sepulveda, Suite 200, El Segundo CA 90245
Agenda:
6:30 - Networking - The Point
7:15 - Introductions
7:25 - Panel discussions - Macro, Micro Economics
9:00 - Networking - The Point
PANELISTS
Steven F. Carvel, J.D., LL.M. - Estate Planning/Tax/Trusts/Probate
Steven F. Carvel, J.D., LL.M. is a Manhattan Beach based tax and wealth planning attorney that consults with over six-hundred and fifty of the wealthiest individuals and families in southern California. In that role, he is asked to participate in nearly daily calls and meetings with high level wealth strategists, and reviews transactions proposed to the wealthiest people in America. Accordingly, he is privy to where the “money” is coming from, and where it is going. In fact, few people get such unlimited access to what the most successful investors are doing today.
Christina Suter - Founder and Lead Consultant of Ground Level Consulting
As the founder and lead consultant of Ground Level Consulting, Christina L. Suter brings two decades of real-world experience as a serial small business owner and real estate investor. She developed her extensive financial and operational skills firsthand as she faced and overcame the challenges and demands of small business ownership while developing an extensive real estate portfolio.
In 2002, Christina made the decision to leverage her experience into helping other small business owners and real estate investors. Ground Level Consulting is a consulting practice that works the way an entrepreneur works, dealing with the pressing problems of a business on the ground level and in real time. Since launching Ground Level,Christina has provided support throughout southern California and the western United States to numerous small businesses and real estate investors at all levels as they moved beyond surviving to thriving.
Additionally, Christina has enjoyed a successful personal history of real estate investing and portfolio management, having invested over $15 million in assets in her career. This success and the success of her consulting practice
encouraged Christina to share her experience and approach by founding Ground Level Investor. Ground Level Investor, which focuses on helping clients develop and manage real estate investments that support personal values and contribute to financial success. Christina's solid background and education--including a Bachelor’s degree in Business, an Associate’s in teaching, and a Masters in Psychology--strongly influence her work with Ground Level clients.
Not only does she have a keen insight into successful business and investing strategies, but she teaches the personal and professional skills needed to promote growth and opportunity. And, she does this in a warm, supportive, non-judgmental way that is always highly respectful of personal values. - See more at:
http://www.glinvestor.com/pasadena-los-angeles-small-business-consulting
Jeremy Roll - Co-Founder of FIBI, Roll Investment Group
Jeremy has been an active real estate and business investor for over 15 years who left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 50 opportunities across over $500 Million worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,000 investors in the US and Canada who seek passive/managed investments in real estate and businesses. Jeremy also co-founded For Investors By Investors (FIBI), a non-profit organization, in 2007 with the goal of networking with, learning from, and helping other investors. FIBI is now the largest group of public real estate investor meetings in California with over 23,000 members. Jeremy is originally from Montreal, is a licensed California Real Estate Broker (for investing purposes only), has an MBA from The Wharton School, and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails ([email protected]) to network with or help other investors and to discuss real estate or business investments of any size.
...
The South Bay Chapter of FIBI was started because we truly believe in the power of helping others invest without having to receive something in return. There will be no sales pitch at any of our events and we guarantee you will be educated via our unique panel format. Our years of real estate experience have allowed us to cultivate an incredible group of professionals that are smart, successful and willing to share their experience with you.
Each month, we will feature a topic that is critical to successful investing in real estate and invite a range of panelist that specialize on the subject. Besides us moderating the discussion to mine for the most relevant information, we will also encourage audience participation so you can get your questions answered.
Please come check out one of our meetings and we promise you will receive beneficial information, superb networking with other real estate investors and most importantly, NO sales pitch.
Hi Vinny,
You can watch the live stream from this event on our YouTube channel at this link: https://www.youtube.com/playlist?list=PLKBhIEiByRk...
We will be posting short video clips from the event as well. They will be on our YouTube page, as well as our Facebook pages at the links below. Thanks for your interest! We hope to see you at our next events!
https://www.facebook.com/forinvestorsbyinvestors/
https://www.facebook.com/ocgproperties/
Find more events scheduled on our Meetup pages:
https://www.meetup.com/forinvestorsbyinvestors/
Join OCG Properties for an educational Webinar on "Legal Structuring for Real Estate Investing"
Save your spot! Register now!
REGISTRATION LINK: https://register.gotowebinar.com/register/6624325945786919683
Topic: Legal Structuring for Real Estate Investors
Price: FREE
Date: Wednesday, September 20th
Time: 6:30-7:30pm
Speaker:
Peter Fischer - Commercial Real Estate Transactional Attorney
Peter Fischer is a shareholder of Enenstein, Ribakoff, LaViña & Pham, and a member of the transactional real estate group. He is a seasoned commercial real estate transactional attorney who regularly handles acquisitions, syndications, financings, fund formations and other matters while representing a broad spectrum of national, regional and local investors, funds, developers, operators, syndicators, sponsors, private equity providers and lenders. Peter's clients work across a wide range of product types including multi-family, senior care, retail, industrial, medical office and residential. He is integral in advising on structuring, private placements, joint ventures (including TIC structures, DSTs and the like), securities compliance and a host of other real estate matters such as leasing, 1031 exchanges and hard money lending. Peter is also an active real estate investor himself, and prides himself on understanding his client's business, as well as legal needs.
Host: Mathew Owens, Founder of OCG Properties
RSVP HERE; https://www.meetup.com/forinvestorsbyinvestors/events/241822225/
PRICE: $25 at the door
AGENDA:
6:30 - Networking
7:15 – Investing in Promissory Notes
9:00 - Networking
SPEAKERS:
Bill Tan - President of BT Investments, Inc. and LAREIA
Bill Tan, “The Barter Man”, is a real estate and mortgage investment expert with over 30 years of experience. His clients rely on his business insight and industry knowledge to buy and sell properties and identify secured investment opportunities which generate a substantial monthly income.
Bill Tan specializes in putting the tough real estate and note deals. His ability to think fast and creatively to develop effective strategies continually amazes clients and students alike. Tenacious, consistent, and professional, Bill brings his unparalleled market knowledge together with an extensive network of local, regional and national contacts.
He is the president of the Los Angeles & Asian REIA (LAREIA) in Los Angeles and the former president of the San Diego Creative Investors Association (SDCIA), one of the largest in the country.
Bill is a featured speaker in the real estate and mortgage investment industry and has appeared on many Internet, radio and TV programs.
http://billtaninvestments.com/home.html
Gerald Lemoine - President of Lemoine Group, Inc.
As an experienced note investor, Gerald is an expert at acquisition, management and liquidation of performing and non-performing notes nationwide. To date, he has been involved in the acquisition and resolution of over 500 notes with a UPB of $65mm. With an emphasis on Partnering and Joint Ventures he has achieved success in raising capital and producing impressive returns for his partners. Gerald has been involved in real estate since the late 1990's, first as a developer, then later with rentals and the purchase, rehab and sale of investment properties. Prior to the real estate business, Gerald was a project manager for a global heavy industrial general contractor.
HOST:
Mathew Owens - Mathew Owens, Founder of OCG Properties
RSVP HERE - https://www.meetup.com/fibisouthbay/events/242417316/
Price: $25 at the door, $20 Presale (Presale ends at 3pm on 9/13)
Location: THE POINT 830 S. Sepulveda, Suite 200, El Segundo CA 90245
Agenda:
6:30 - Networking - The Point
7:15 - Introductions
7:25 - Panel discussions - Mobile Homes
9:00 - Networking - The Point
PANELISTS
Bryce Robertson - “Your Australian Mobile Home Park Mate” - Principal @ PropertyWorkz
Real estate investing entrepreneur, educator and a large driving force behind the highly geared PropertyWorkz team. A native from Australia, Bryce has 20 years’ experience in major construction, real estate and business. Having traveled 50+ countries over 6 continents in search of greater wisdom and prosperity, and owning businesses in 5 countries over 3 continents. Bryce is a well versed entrepreneur and highly equipped to accommodate your local, national or international MHP investing needs.
http://propertyworkzllc.com/about.php
Joe Lahore - VP Sales at Homepath Communities Inc.
Joe is a part-time investor. He began investing in 2002 and since then he has been involved in multiple transactions fixing, flipping single family and multi-unit deals implementing various acquisition strategies and managing his own rental portfolio. During the meltdown, he decided to stop flipping houses and to begin building monthly cash flow by owning and operating mobile home parks. Things were not easy at first, as his first mobile home park deal was a major REO "Turn Around" property, a 141 space park. Purchased for $350,000 at the end of 2008. After lots of lessons learned… including a potential property rezoning from the City… today's value is $2.4 Million. The second community was a much better deal, "Turn Key" project which turned a profit from day one. After managing many improvements and "only" with industry trade experiences learned from the trenches – he was able to raise its value to $1.2 Million from $560,000 since December of 2012. The Third MHP promised a great upside potential and was acquired on August, 2015 for $420,000 and its currently valued at $1 Million utilizing the same strategies. The fourth deal was seller financed with strategic asset allocation tax strategies and currently runs at 94% occupied. This property is a bit of a "Hybrid" as it has 65 mobile homes, 38 RV Spaces, four single family houses, two duplexes and one commercial building. All properties produce a healthy and consistent monthly cash flow. Joe is also under contract with another mobile home park and one 11 unit apartment building. Joe is methodical on the way he manages growth and scalability and ultimately strives for cash flow by owning and operating mobile home parks, aka. “The Jerry Springer of Real Estate”. Joe does not watch late night TV real estate gurus and he dislikes all the fluff that is found concerning investing in real estate nowadays. He is a firm believer that there is no substitute for real experience, roll-up your sleeves, get your hands dirty and crawl under a trailer if needed - to get things done - type attitude. Joe is the founder of OC FIBI and has been married 20 years to Claudia, with two children and one chocolate Labrador. He also loves to mountain bike and to play soccer as much as possible.
Tim King - Blue Pacific Property & Investments, Inc.
Tim is a real estate investing entrepreneur. For the last 15 years he has specialized in affordable housing in the form of mobile homes and mobile home communities. One of the avenues he has specialized in locally is buying older, usually run down mobile homes in need of repair, fixing them up and then selling them to the end buyer with seller financing. Very few banks will lend on mobile homes these days so he has been able to enable many people to buy homes they would not have been able to afford otherwise. A second avenue that he has pursued is the actual ownership of the mobile home parks themselves. These have been primarily turnaround situations where he has fixed up older homes in the parks as well as brought new homes in and then sold them to tenants with seller financing. There is an ever-growing need for affordable housing as well as a desire to be a home owner. Mobile homes are one of the few solutions to both of those issues. Tim's philosophy is to try to do well by doing good.
...
The South Bay Chapter of FIBI was started because we truly believe in the power of helping others invest without having to receive something in return. There will be no sales pitch at any of our events and we guarantee you will be educated via our unique panel format. Our years of real estate experience have allowed us to cultivate an incredible group of professionals that are smart, successful and willing to share their experience with you.
Each month, we will feature a topic that is critical to successful investing in real estate and invite a range of panelist that specialize on the subject. Besides us moderating the discussion to mine for the most relevant information, we will also encourage audience participation so you can get your questions answered.
Please come check out one of our meetings and we promise you will receive beneficial information, superb networking with other real estate investors and most importantly, NO sales pitch.
FIBI Long Beach's "Flipping Houses" networking event!
PRICE: $25 at the door
DATE/TIME: Thursday, August 31st at 6:30pm
LOCATION: The Grand Long Beach Event Center - 4101 East Willow Street, Long Beach, CA
AGENDA:
6:30 - Networking
7:15 – Flipping Houses
9:00 - Networking
SPEAKERS:
Kristi Cirtwell - President, Cirtwill Investments
Kristi Cirtwill is President of Cirtwill Investments, a real estate investment company. In 2006, Kristi moved from Toronto, Canada to Long Beach to start this full time rehab/re-sell business. Kristi’s background is working in corporate, non-profit and government, but finds the most enjoyment from running her own business. She has purchased about 140 houses since 2008, mostly in Los Angeles and Orange counties (and sometimes further!) She currently lives in Cerritos and enjoys the outdoors, playing the guitar and hosting dinner parties.
Todd Bayer and Stephen E. McKee - Full time investors, Community Restoration Group
Todd and Stephen have been full time investors since the early 2000's. Combined they've been involved in tens of millions of dollars in real estate transactions. Their collective experience spans a broad spectrum of real estate knowledge allowing them to assemble many types of creative transactions. Their current iteration is a company called Community Restoration Group.
Community Restoration Group is a Private Equity Real Estate Firm focused on Value Added and Opportunistic real estate ventures. CRG currently focuses on single family homes but is expanding to apartments and small commercial. The firm brings together LP's, Trusts, and different forms of retirement capital to buy, sell and hold real estate.
Join OCG Properties for our BRUNCH & LEARN event "How To Flip a House A-Z" THIS SATURDAY MORNING!
RSVP HERE: https://www.meetup.com/Learn-How-To-Be-a
Topic: How to Flip a House A-Z
Date/Time: Saturday, August 19th, 9:00am-11:30am
Price: $25 Pay at the door. Price will cover brunch at the restaurant.
Speaker:
Mathew Owens, Founder of OCG Properties
OCG Properties YouTube Channel
Location: 17th Street Bar & Grill - 17320 E 17th St, Tustin, CA
We hope to see you there!
Join OCG Properties for an educational Webinar on "Building Your Real Estate A Team"
*PLEASE ENSURE YOU ARE PROPERLY REGISTERED AT THE LINK BELOW*
REGISTER HERE: https://register.gotowebinar.com/register/4297981441656887042
Price: FREE
Date/Time: Wednesday, August 16th, 6:30-7:30pm
Topic: Building Your Real Estate A Team
At the next OCG Live Webinar, we will discuss the ins and outs of team building for real estate investors that will save you tons of headaches. This presentation aims to guide you to properly find the right professional assistance you need and effectively expand your network with confidence.
o How to get started building my team
o Assessing who I need
o What kind of cost am I expecting
o How much time do I need to put together a team
o How to expand my resources
o Do I need backups o Qualifying for the right player
o Licensed professionals or not
o Putting the right system in place
o Streamlining communication
o How to do the right due diligence
o Establishing the right relationships
o Improving my team over time
Speaker: Matt Theriault - Epic Real Estate Investing
Matt is a USMC “Desert Storm” Veteran and accomplished real estate investor and coach. After building his own cash flowing real estate portfolio over the last 5 years, he’s enjoying his financial independence, continues to build his portfolio and has discovered a new passion for creating systems and showing others how to replicate his results. You will find that his approach to real estate investing is conservative, simple, to the point and efficient. Matt credits his success to performing as much, if not more, due diligence on his real estate team as he does the market and properties themselves.
Host: Mathew Owens, Founder of OCG Properties
RSVP HERE - https://www.meetup.com/fibisouthbay/events/241665156/
Price: $25 at the door, $20 Presale (Presale ends at 3pm on 8/9)
Location: THE POINT 830 S. Sepulveda, Suite 200, El Segundo CA 90245
Agenda:
6:30 - Networking - The Point
7:15 - Introductions
7:25 - Panel discussions - Are Your Rehabs Causing Rehab?
9:00 - Networking - The Point
PANELISTS
Will Barnard - President, Barnard Enterprises, Inc.
Will Barnard is a professional full-time Real Estate Investor and Developer. He currently specializes in flipping single family homes. He also offers real estate consulting and project management/construction services for other investors.
He has experience in many aspects of real estate investing including: spec building, rehabbing, wholesaling, buy and hold, land development, notes, and more. Will completes millions of dollars in real estate transactions each year.
Kristi Cirtwill - President, Cirtwill Investments
Kristi Cirtwill is President of Cirtwill Investments, a real estate investment company. In 2006, Kristi moved from Toronto, Canada to Long Beach to start this full time rehab/re-sell business. Kristi’s background is working in corporate, non-profit and government, but finds the most enjoyment from running her own business. She has purchased about 140 houses since 2008, mostly in Los Angeles and Orange counties (and sometimes further!) She currently lives in Cerritos and enjoys the outdoors, playing the guitar and hosting dinner parties.
http://www.professionalhomehelp.com/
Darius Moezinia - New Choice Contractors
Since 1980 Darius has been involved with construction and real estate re-development; working on a diversified range of commercial, retail and office space, high-end residential, as well as large-scale restoration and renovation projects. These hands-on experiences have given him the tools to build and expand a successful construction business in West Los Angeles. In 1999 he established New Choice Contractors, going on his own after forming Choice Construction in 1994.
Darius was involved with rehabbing to market hundreds of REO and damaged properties for many lenders, Real Estate Agents, Investors, and himself with improvements that made their listings sell at the highest prices in the neighborhood.
He knows how to add value cost effectively and in a reasonable time frame. His engineering background, as well as construction management education, along with working with many prominent architects, structural engineers, designers, and developers has provided him the tools to analyze each project he takes on for the best results. Additionally, his familiarity with zoning laws and local construction code are invaluable to getting the most out of a property, whether it involves a change of use, floor plan changes or an expansion. He has attended various Real Estate Investment clubs since 2009 and is a local investor as well, gaining knowledge in analyzing deals.
...
The South Bay Chapter of FIBI was started because we truly believe in the power of helping others invest without having to receive something in return. There will be no sales pitch at any of our events and we guarantee you will be educated via our unique panel format. Our years of real estate experience have allowed us to cultivate an incredible group of professionals that are smart, successful and willing to share their experience with you.
Each month, we will feature a topic that is critical to successful investing in real estate and invite a range of panelist that specialize on the subject. Besides us moderating the discussion to mine for the most relevant information, we will also encourage audience participation so you can get your questions answered.
Please come check out one of our meetings and we promise you will receive beneficial information, superb networking with other real estate investors and most importantly, NO sales pitch.