All Forum Posts by: Mathew Owens

Join OCG Properties for an educational Webinar...

"Creative 1031 Strategies: How To Do a 1031 Exchange to Save You Thousands on Your Taxes"

RSVP HERE: https://register.gotowebinar.com/register/

DATE/TIME: Wednesday, May 17th at 6:30pm

How do I create a nice retirement nest egg? How do I maximize real estate tax benefits? How do I use 1031 exchange to my advantage? Retiring with a sizable nest-egg is best achieved through proper planning, but most people are simply not equipped with the right knowledge and expertise to invest in real estate with maximum benefit. In fact, most people have never heard of the possibility of exchanging their investments to save on taxes upon sale of their investments.

At the next OCG Live Webinar, we will discuss the secrets of 1031 exchange that will save you thousands in taxes. This presentation aims to guide you to secure your financial security by investing in real estate with a 1031 exchange.

Speaker: William L. Exeter, President and Chief Executive Officer of Exeter IRA Services, LLC

Fiduciary Services Executive

Mr. Exeter has been in the fiduciary services industry since 1980. He began specializing in real estate tax strategies in 1986 with a specialty emphasis in 1031 and 1033 Exchanges and Self-Directed IRAs.

Professional Speaker, Author and Advisor

Bill has written and lectured extensively on 1031 and 1033 Exchange transactions pursuant to Sections 1031 and 1033 of the Internal Revenue Code, tenant-in-common (TIC) investment properties as like-kind replacement property solutions for 1031 and 1033 exchange transactions pursuant to IRS Revenue Procedure 2002-22, Self-Directed IRAs, and Title Holding Trusts or Land Trusts.

In addition, Bill is a frequent guest expert on "The Financial Advisors — Money Talk Radio Show” on San Diego News Radio AM 600 KOGO, on the "Inside Business Radio Show" on Business Talk Radio AM 1000 KCEO San Diego and numerous other radio and television appearances.

Bill also serves as an industry consultant, advisor and expert witness on 1031 Exchanges, 1033 Exchanges, Self-Directed IRAs, and Title Holding Trusts (Land Trusts).

Professional Experience

Immediately prior to founding The Exeter Group of Companies Bill served as President and Chief Executive Officer of TransUnion Exchange Corporation (formerly Diversified Exchange Corporation) in San Diego, California for four years and prior to that as Executive Vice President and Chief Operating Officer of The Chicago Trust Company of California and its 1031 Exchange subsidiary in San Diego, California for 13 years that were part of the Chicago Title and Trust Family of Companies.

In addition, he served as a senior executive with two 1031 Exchange companies in the 1980s during the 1031 Exchange industry’s infancy, and is one of the founding members of the industry's trade association, the Federation of Exchange Accommodators. Bill has administered in excess of 125,000 1031 Exchange transactions during his career.

Bill was Assistant Vice President and Controller of Provident Savings Bank in Riverside, California and Assistant Vice President and Controller of OneCentral Bank in Glendale, California during the 1980's.

His professional experience includes 1031 Exchange, 1033 exchange, 721 Exchanges, 121 Exclusions, title insurance and escrow services, fiduciary, trust and retirement account administration, trust operations, investment management services, commercial banking, and insurance administration.

www.exeter1031.com

Speaker: Mathew Owens, Founder of OCG Properties

OCGProperties.com

Instagram.com/OCGProperties

Facebook.com/OCGProperties

OCG Properties YouTube Channel

RSVP HERE: https://register.gotowebinar.com/register/

Price: $25 at the door, $20 Presale (Presale ends at 3pm on 5/10)

Click here for PRESALE

Agenda:

6:30 - Networking - The Point

7:15 - Introductions

7:25 - Panel discussions - Syndicate Your Way To Proper Diversification

9:00 - Networking - The Point

PANELISTS

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.

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.

Elizabeth Braman - Senior Managing Direction at Realty Mogul

Elizabeth Braman is the Senior Managing Direction at Realty Mogul responsible for raising capital from institutional investors, family offices and registered advisors for Realty Mogul’s suite of real estate opportunities. Elizabeth is a JD, MBA, CCIM, holds a Series 7 and 63, and is an award-winning finance executive, with 15 years of experience in commercial real estate lending, business development and sales. Prior to joining Realty Mogul, Elizabeth was the Chief Production Officer at ReadyCap Commercial, one of the only non-bank, direct small-balance commercial real estate lenders providing bridge, conventional and SBA financing nationwide. During her tenure at ReadyCap she built a sales team of over a dozen commercial real estate professionals originating loans across the country as well as developed, launched and marketed a unique brand in the commercial lending world.

Prior to ReadyCap, Elizabeth was Senior Vice President of Skyline Financial's Commercial Real Estate Lending Division, managing all aspects of the commercial staff, operations and production. A mortgage bank, Skyline funded nearly $2 billion dollars in annual residential loan production in 2012 and was named one of the top 100 Mortgage Companies in America (#48) by Mortgage Executive Magazine. Initially an investor in the company, Elizabeth created the Commercial Real Estate Lending Division to offer commercial loans to the clients of over 130 loan officers across four states.

Previously, Elizabeth owned, operated and launched several successful companies in the real estate and technology sectors. As Senior Vice President of Watermark Financial, a commercial real estate finance company, Elizabeth and her team were engaged to run the Commercial Lending Division of Peak Finance in Beverly Hills. She continues to serve as a board member and major shareholder of Learning Objects, a Washington, DC technology firm she co-founded in 2003.

Elizabeth served as the 2012 President of the Greater Los Angeles Chapter of CCIM and was honored with CREW-LA's prestigious Rising Star Award 2011. She has taught courses in Real Estate at the University of California Los Angeles extension program, and currently sits on the board of Barlow Hospital, located in downtown Los Angeles. She started her career as an attorney in Washington, DC, at Blumenfeld & Cohen and later at Wilkinson Barker Knauer, LLP where she represented several Fortune 500 companies. Elizabeth received her B.A. from The American University and her J.D. and M.B.A. from The George Washington University.

A little about FIBI...

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.

Join OCG Properties for an educational Webinar...

"Secure Your Financial Future: Investing in Real Estate Through Self-Directed IRAs"

RSVP HERE: https://global.gotowebinar.com/eojoin/1556757113702035201/4534757969254269697

How can I effectively build my retirement nest egg? How much monthly cash flow do I need to retire myself? How do I use my 401K and IRA to invest in real estate? Retiring with a sizable nest-egg is best achieved through proper planning, but most people are simply not equipped with the right knowledge and expertise to invest in real estate with their retirement plan. In fact, most people have never heard of the possibility of investing funds within their retirement plan outside the mercy of the equity market.

At the next OCG Live Webinar, we will unravel secrets to retirement plans that your financial advisors may not even know. This presentation aims to guide you to secure your financial security by investing in real estate with your retirement account.

Investing in Real Estate with a SDIRA
o Self-direction
o Self-directed vs Typical IRA
o What are the limits?
o Prohibited transactions
o Qualified and disqualified persons
o Pros/cons buying real estate with IRA
o IRA Lending

Real Estate Investing
• Goals of cashflow investing
• Why rental real estate
• Analyzing each deal
• Produce positive cashflow
• Exit strategies
• How to structure
• Tax differences

Investing through your IRA
o Buying process
o Exit strategy with retirement account
o Checkbook control
o Most suitable type of plan
o How to start?

OCG Properties, LLC
424-265-0088
[email protected]
www.ocgproperties.com

Speaker: Kaaren Hall, uDirect IRA Services

Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. The single mom discovered a strategic way to put her 20+ years in mortgage banking, real estate and property management to use. The solution was an untapped market for both her skills and for investors – Self‐Directed IRAs. Her company, uDirect IRA Services, has helped thousands of Americans save for retirement.

https://udirectira.com/

Speaker: Mathew Owens, Founder of OCG Properties

OCGProperties.com

Instagram.com/OCGProperties

Facebook.com/OCGProperties

OCG Properties YouTube Channel

RSVP HERE: https://global.gotowebinar.com/eojoin/1556757113702035201/4534757969254269697

Join us for Saturday morning brunch at OCG Properties "Brunch & Learn" event!

RSVP HERE: Meetup.com Learn How To Be A Real Estate Investor Group

Topic: Investing in Promissory Notes

Date/Time: Saturday, April 8th, 9:00am-11:30am

Price: $25 Pay at the door. Price will cover brunch catering at the restaurant.

Location: 17th Street Bar & Grill - 17320 E 17th St, Tustin, CA

Speaker: 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.

Speaker: 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.

Speaker/Host: Mathew Owens, Founder of OCG Properties

OCGProperties.com

Instagram.com/OCGProperties

Facebook.com/OCGProperties

OCG Properties YouTube Channel

We will discuss:

What is a real estate note?

How are they secured by real property?

Are notes on commercial property different than residential property?

What do you like about real estate notes vs. owning the actual property?

What are the pros and cons to buying non-performing notes versus performing notes?

What is your buying criteria when purchasing a performing note? What about a non-performing note?

Returns? Discounts? Loan to Value?

What are the various documents that comprise a typical note investment that you should be aware of?

What is the primary due diligence you do when purchasing a note?

When a note goes into default what are the procedures that are followed to protect yourself?

What servicing companies do you use for your notes? What are the services that you typically expect and what are the servicing costs? Do they handle the defaults/collections as well?

Are private notes different than institutional notes?

Why do banks sell these notes off? Have you seen bulk note packages being sold?

How has the industry changed courtesy of Mr. Dodd, Mr. Frank and the Safe Act?

What have been the major changes that affect note investors?

What impact is technology having on the note industry?

What scale are institutional investors participating in the SFR notes?

Are there websites where you can buy and sell notes that you recommend?

What are you doing within your note portfolio to minimize any downside risk associated with the real estate and financial markets as a whole?

Any helpful hints for a new note investor on what things they should educate themselves on before getting started investing in notes?

We hope to see you there!

RSVP HERE: MEETUP.COM/FORINVESTORSBYINVESTORS

Price: $25 at the door

Date/Time: Thursday, March 30th, 6:30-9:30pm

Location: The Grand Long Beach Event Center 

Agenda:

6:30 - Networking

7:00 – Investing In Out-Of-State Investments

9:00 - Networking

Topic:

Investing in Out-Of-State Investments

Speakers:

Mathew Owens, CPA, Founder of OCG Properties

OCGProperties.com

Instagram.com/OCGProperties

Facebook.com/OCGProperties

OCG Properties YouTube Channel

WE HOPE TO SEE YOU THERE!!

Join OCG Properties Founder, Mathew Owens for an educational Webinar... 

"Retire Young Through Multi-Family Investments"

RSVP HERE:

Price: Free

How do I retire early? What kind of investments can help me retire? As every person is looking for stability and security in our lives, financial freedom cannot be obtained through jobs alone. In order to have more choices and freedom, it is absolutely imperative to increase passive income by investing in multifamily investments. This presentation aims to guide you in learning the risk and reward of multifamily investments and how to become financial free through proper investment planning.

Some Topics we will be discussing:

• Due Diligence

• Pricing and analysis

• Lending on Multifamily Buildings

• Analyzing rents

• Analyzing market value and Appraisals

• Neighborhood analysis

• Value add and forced appreciation

• Renovating and preventative maintenance

• Management and team members

• Insurance on Multifamily Buildings

• The Tenant Base

Speaker: Mathew Owens, CPA (OCG Properties, LLC)

OCGProperties.com

Instagram.com/OCGProperties

Facebook.com/OCGProperties

OCG Properties YouTube Channel

RSVP HERE:

Price: Free

DID I MISS MY FLIPPING WINDOW?...Stop wondering if you waited too late in the cycle

Price: $25 at the door or $20 PRESALE (presale ends on 3/15 at 3:00 PM)

Click here for PRESALE

Location: THE POINT 830 S. Sepulveda, Suite 200, El Segundo CA 90245

**The entrance to the office building is right behind Superba Restaurant!

Topic: Did I Miss My Flipping Window?

PANELISTS

Robert Fragoso - Flip Tracker

Robert Fragoso has been exposed to real estate investing from an early age. His natural acumen has allowed him to be a successful private real estate investor since the early 1990s. With over 20 of years experience on both sides of a real estate transaction, his ability to identify untapped opportunities, combined with his expertise in maximizing the potential value in properties, remain fundamental in fostering success. Today, he embodies a true love of the real estate business, embracing new techniques and creating win-win opportunities as well as assisting others tap into opportunities they could not otherwise find without his expertise.

Robert's experience includes syndicating apartment buildings, business development, networking, fixing and flipping homes, purchasing at trustee sale and spent 16 years of his career helping to build Anchor Loans as the lead originator for the company helping 100's of investors expand their business and increase their yields through real estate investments.

His experience has given him a unique outlook which crosses many boundaries as he has seen and participated in over 10,000 transactions. This helps other in communication with him avoid many of the pitfalls accompanied with real estate investing.

Ajay Mehra - Mor Financial

Ajay Mehra is a graduate of California State University, Fullerton with a B.A degree in business finance and currently one of the managing partners and CFO of MOR Financial Services, Inc. Ajay’s career in Real Estate began with the San Diego based mortgage brokerage, Premier Bancorp and later assumed the number one branch, where he was able to grow and maintain its status while successfully developing multiple top producing agents under his supervision. Ajay remained an integral asset in the growth and expansion of the Premier Bancorp up to mid 2008. Combining the years of experience earned with an extensive client base, he left to assist in the growth and development of MOR Financial. Since 2005, Mehra has produced over $150MM in transactions both private and conventional. Now as Chief Financial Officer, Mehra brings invaluable insight of financial strategies to help MOR Financial become a leading authority in the private lending market.

Carol Glover

Carol Ann Glover has been an attorney for more than 28 years; her focus is commercial real estate purchase/sale transactions, leases, property management, escrow and title advisory, development, asset organization and restructuring, landlord/tenant issues. Carol is also a California licensed Real Estate Broker and co-owner of Estate Construction & Development, LLC, a real estate development firm. She provides both legal and practical knowledge and insight to individual investor-owners and business owners.

Carol attended undergraduate at University of California, Irvine, and law school at Loyola Law School. She began her practice in a large Los Angeles civil litigation firm, transitioned to a boutique real estate and business law firm, and eventually started her own firm in the South Bay in 1997. She is real estate Of Counsel to Chase Law Group, Manhattan Beach.

Dave Salzman

A Real Estate Broker for the past 40 years, Dave has comprehensive experience in brokerage, investment and redevelopment business as a principal and agent, with focus on the retail and investment property resale market. Dave is the co-owner of Estate Construction & Development, LLC, a South Bay development firm with over 170 projects completed. His career has spanned a broad spectrum of property and portfolio management including refurbishing bank-owned properties, buying, selling, renting, new construction, residential and commercial sales and leasing, Short Sales, and extensive REO work. Dave's passion is bringing people together and making deals happen.

Putting together large and complex deals comes naturally to Dave. He began his professional career working for nine years at IBM as a top sales/management executive and, more recently from 2006-2010, advising a multi-billion dollar hedge fund invested in sub-prime loans on its’ national property management, disposition, brokerage and escrow operations during the recent economic downturn. Dave earned his BS at Arizona State University, graduating Magna Cum Laude in Business Administration/Real Estate Finance.

Agenda:

6:30 - Networking - The Point

7:15 - Introductions

7:25 - Panel discussions

9:00 - Networking - The Point

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.

Join OCG Properties for our "Brunch & Learn" live event...

"Optimizing Your Real Estate Portfolio"

RSVP: Meetup.com - Learn How To Be a Real Estate Investor Group

Date: Saturday, February 25th

Time: 9am-11:30am

Location: 17th Street Bar & Grill - 17320 E 17th St, Tustin, CA

Price: $25 at the door. Price will cover brunch catering at the restaurant.

Speaker: Mathew Owens, Founder of OCG Properties

We will discuss:

RSVP HERE: Meetup.com - Learn How To Be a Real Estate Investor Group

WE HOPE TO SEE YOU FOR BRUNCH!

RSVP HERE: Meetup.com FIBI Long Beach

Price: $25 at the door

Agenda:

6:30 - Networking

7:00 – How To Run Your Business So Your Business Does Not Run You, Round Table Discussion

9:00 - Networking

Topic:

"How To Run Your Business So Your Business Does Not Run You" Round Table Discussion

Speakers:

O'Leary Logan

O’Leary Logan is a business productivity expert and executive/business coach, with over 15 years of experience. He is Co-founder of Renaissance Works and creator of the Breakthrough Profits Bootcamp. He teaches business owners the 90% of key disciplines that business schools don’t - the business practices required to achieve increased profits and to position your business for growth. He leverages world-class, corporate principles and coaching to help small business owners shift out of limiting mindsets, and achieve breakthrough results. O’Leary has also created and lead several virtual coaching communities and helped members build their practices. To experience his approach and on-line community, you can sign-up for his free webinar Creating Breakthrough Profits at

www.ren-works.com/ 

Christina Suter

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/about-g-l-investor#sthash.ksvNjm6x.dpuf

Mathew Owens, CPA

Mathew is the founder of OCG Properties, LLC, a company that specializes in equity and cash flowing real estate investments. He graduated from UC Santa Barbara with a bachelor's degree in economics with an emphasis in accounting, earning his CPA license while performing audit and taxation engagements at various CPA firms, and worked primarily on large real estate clients. He currently specializes in value add cash flowing residential and multifamily real estate investments having purchased and renovated over 500+ properties. Mathew works with investors in multiple ways to acquire real estate in high cash flow markets around the country. He also helps investors develop various cash flow streams through syndications run by professional operators, promissory notes and other real estate related assets. Many of his clients benefit from his knowledge of real estate taxation and due diligence, legal and investment structuring, and long term investment planning and analysis.

OCGProperties.com

Instagram.com/OCGProperties

Facebook.com/OCGProperties

OCG Properties YouTube Channel

Agenda:

6:30 - Networking

7:00 – How To Run Your Business So Your Business Does Not Run You, Round Table Discussion

9:00 - Networking

RSVP HERE: Meetup.com FIBI Long Beach

Join OCG Properties for our "Brunch & Learn" live event...

"Creating More Cash Flow From Your Rental - Optimizing Your Real Estate Portfolio"

RSVP: Meetup.com - Learn How To Be a Real Estate Investor Group

Date: Saturday, February 25th

Time: 9am-11:30am

Location: 17th Street Bar & Grill - 17320 E 17th St, Tustin, CA

Price: $25 at the door. Price will cover brunch catering at the restaurant.

Speaker: Mathew Owens, Founder of OCG Properties

We will discuss:

RSVP HERE: Meetup.com - Learn How To Be a Real Estate Investor Group

WE HOPE TO SEE YOU FOR BRUNCH!