Organization: FIBI (For Investors By Investors) South Bay
Price: $25 at the door or $20 PRESALE (presale ends on 2/8 at 3:00 PM)
RSVP here: Meetup.com
Date/Time: WEDNESDAY, FEBRUARY 8TH, 6:30PM-930PM
Location: THE POINT - 830 S. Sepulveda, Suite 200, El Segundo CA 90245
**The entrance to the office building is right behind Superba Restaurant!
Topic: How to Create Massive Profits from Commercial Real Estate
PANELISTS
Andrew Westling - Walker & Dunlop, Assistant Vice President, Capital Markets
Andrew Westling is responsible for new loan originations and loan closings for multifamily and commercial properties nationwide.
Prior to joining Walker & Dunlop, Mr. Westling served as a Director for the George Elkins Mortgage Banking Company (GEMB). In partnership with Jeffrey Hudson at GEMB, Mr. Westling has underwritten and closed over $200 million of commercial real estate debt secured by multi-family, industrial, retail, and office properties located across the United States. Preceding GEMB, Mr. Westling served as Vice President for the Private Bank at Union Bank for 5 years. Within the Private Bank, Mr. Westling specialized in originating, structuring, and underwriting custom lending solutions for his clients including revolving lines of credit, asset secured credit facilities, as well as both residential and commercial real estate loans.
Mr. Westling graduated with a B.S. in Business Administration with a Dual Concentration in Finance and Accounting from the Questrom School of Business at Boston University. WalkerDunlop.com
Brad Johnson - Co-Founder of Park Street Partners
Mr. Johnson is a real estate private equity professional. He is the co-founding partner of Park Street Partners, which is a real estate fund manager specializing in mobile home parks. Prior to forming Park Street Partners, Mr. Johnson worked for Wells Fargo’s Real Estate Investment Bank, Eastdil Secured. His responsibilities there included investment sale and joint venture equity advisory on multiple product types totaling over $3.2 billion in closed transactions. Prior to Eastdil, Mr. Johnson held real estate acquisitions positions with The Swig Company, a private real estate investment firm in San Francisco, and TA Associates Realty. Mr. Johnson began his career in the logistics industry, co-founding the consulting firm Lojistic.
Hunter Thompson - Founder of Cash Flow Connections
Hunter is a full-time real estate investor and founder of Cash Flow Connections. Since starting Cash Flow Connections, Hunter has helped investors allocated capital to over 100 properties, which have a combined asset value of more than $350 million. His experience includes investments in self-storage facilities, residential mortgage notes, mobile home parks, single-family residential acquisitions, hard money loans, bridge financing, and multi-family real estate syndications. In connection with these investments, he has worked with some of the most experienced and well-respected asset teams across the United States and Canada. Having a background in economics has allowed Hunter to achieve a holistic approach to analyzing real estate data and has led him to a unique perspective of investing. The goal of his business, Cash Flow Connections, is to help clients invest in passive cash flow opportunities that provide a healthy return on investment, without the headaches associated with the stock market's volatility.
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.
Price: $25 at the door or $20 PRESALE (presale ends on 2/15 at 3:00 PM)
RSVP here: Meetup.com
Location: THE POINT - 830 S. Sepulveda, Suite 200, El Segundo CA 90245
**The entrance to the office building is right behind Superba Restaurant!
Topic: How to Create Massive Profits from Commercial Real Estate
PANELISTS
Andrew Westling - Walker & Dunlop, Assistant Vice President, Capital Markets
Andrew Westling is responsible for new loan originations and loan closings for multifamily and commercial properties nationwide.
Prior to joining Walker & Dunlop, Mr. Westling served as a Director for the George Elkins Mortgage Banking Company (GEMB). In partnership with Jeffrey Hudson at GEMB, Mr. Westling has underwritten and closed over $200 million of commercial real estate debt secured by multi-family, industrial, retail, and office properties located across the United States. Preceding GEMB, Mr. Westling served as Vice President for the Private Bank at Union Bank for 5 years. Within the Private Bank, Mr. Westling specialized in originating, structuring, and underwriting custom lending solutions for his clients including revolving lines of credit, asset secured credit facilities, as well as both residential and commercial real estate loans.
Mr. Westling graduated with a B.S. in Business Administration with a Dual Concentration in Finance and Accounting from the Questrom School of Business at Boston University. WalkerDunlop.com
Brad Johnson - Co-Founder of Park Street Partners
Mr. Johnson is a real estate private equity professional. He is the co-founding partner of Park Street Partners, which is a real estate fund manager specializing in mobile home parks. Prior to forming Park Street Partners, Mr. Johnson worked for Wells Fargo’s Real Estate Investment Bank, Eastdil Secured. His responsibilities there included investment sale and joint venture equity advisory on multiple product types totaling over $3.2 billion in closed transactions. Prior to Eastdil, Mr. Johnson held real estate acquisitions positions with The Swig Company, a private real estate investment firm in San Francisco, and TA Associates Realty. Mr. Johnson began his career in the logistics industry, co-founding the consulting firm Lojistic.
Hunter Thompson - Founder of Cash Flow Connections
Hunter is a full-time real estate investor and founder of Cash Flow Connections. Since starting Cash Flow Connections, Hunter has helped investors allocated capital to over 100 properties, which have a combined asset value of more than $350 million. His experience includes investments in self-storage facilities, residential mortgage notes, mobile home parks, single-family residential acquisitions, hard money loans, bridge financing, and multi-family real estate syndications. In connection with these investments, he has worked with some of the most experienced and well-respected asset teams across the United States and Canada. Having a background in economics has allowed Hunter to achieve a holistic approach to analyzing real estate data and has led him to a unique perspective of investing. The goal of his business, Cash Flow Connections, is to help clients invest in passive cash flow opportunities that provide a healthy return on investment, without the headaches associated with the stock market's volatility.
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.
RSVP Here: https://attendee.gotowebinar.com/register/814408642996519938
Date/Time: Wednesday, February 22nd, 6:30-7:30pm
Speaker: Mathew Owens, Founder of OCG Properties
People constantly ask about why investing in real estate in an out-of-state market is a good idea. This is a very important question as real estate is very much market specific. Investors often mistake out-of-state properties as riskier mainly due to distance and insecurity, whereas it's just as risky, if not more, to invest here in California without the right due diligence.
To really understand why investing in out-of-state properties make sense, it is necessary to analyze the factors that dictates the market you are interested in, including jobs, population growth expectations, market affordability, economic volatility, and market stability, and how these factors are tied to your profitability at the end of the day. In order to conquer any given market, thorough and well-carried investing strategies, as well as honest and diligent key team players, are necessary to render profitable return of investment.
In order to be secured from saturated markets, it is absolutely imperative to diversify real estate investments by investing in various out-of-state markets. This presentation aims to investigate the why, when, where, and how of investing in out-of-state real estate, and how it can help you retire with the security that everyone longs for.
Some of the topics we will be going over:
• Market Analysis
• Rent to price ratio
• Affordability
• Volatility
• Job growth
• Tenant landlord laws
• Profitability and cash flow
• Out-of-state Investment Strategies
• Financing Options
• Property Management
• Exit strategies
RSVP Here: https://attendee.gotowebinar.com/register/814408642996519938
Check out some photos from our Syndicated Investments Round Table Discussion last week!
RSVP for our upcoming February events at one of the links below:
https://www.meetup.com/fibisouthbay/
Don't forget to RSVP for TOMORROW NIGHT's networking event...
"Syndicated Investments Round Table Discussion"!
Organization: FIBI (For Investors By Investors)
Date/Time: Thursday, January 26th at 6:30pm
Location: The Grand Long Beach Event Center - 4101 East Willow Street, Long Beach, CA
Price: $25 at the door
Speakers: Jeremy Roll, Hunter Thompson, Jillian Sidoti, and Mathew Owens.
RSVP at
https://www.meetup.com/forinvestorsbyinvestors/
or
https://www.meetup.com/Learn-How-To-Be-a-Real-Estate-Investor-Group/
Event: Syndicated Investments Round Table Discussion
Organization: FIBI (For Investors By Investors) Long Beach
RSVP at this link: Meetup.com
Price: $25 at the door
Agenda:
6:30 - Networking
7:00 – Syndicated Investments Round Table Discussion
9:00 - Networking
Topic: Round Table Discussion on Syndicated Investments
~Overview of what a syndication is and how they work
~Why are they good or bad investments
~Syndication structuring
~Syndication paperwork
~Investor limitations and requirements
~Due diligence on syndicated investments
~Vetting an operator
~Syndication risks
~Reviewing pro-forma projections
~Analysis of previous closed investments
~Asset classes involved
~Legal aspects of investing in a syndication
Speakers:
Jeremy Roll
Jeremy has been an active real estate and business investor for over 13 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 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 co-founded FIBI (For Investors By Investors) in 2007 with the goal of networking with, learning from, and helping other investors. FIBI is now the largest group of public investor meetings in Southern California, with 10 active monthly chapters and 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, an online crowdfunding marketplace for real estate investors to invest in managed real estate opportunities. Jeremy has a diverse investor and fundraising network for real estate and business opportunities and has a large network of real estate and business contacts.
Hunter Thompson
Hunter is a full-time real estate investor and founder of Cash Flow Connections. Since starting Cash Flow Connections, Hunter has helped investors allocated capital to over 100 properties, which have a combined asset value of more than $350 million. His experience includes investments in self-storage facilities, residential mortgage notes, mobile home parks, single-family residential acquisitions, hard money loans, bridge financing, and multi-family real estate syndications. In connection with these investments, he has worked with some of the most experienced and well-respected asset teams across the United States and Canada. Having a background in economics has allowed Hunter to achieve a holistic approach to analyzing real estate data and has led him to a unique perspective of investing. The goal of his business, Cash Flow Connections, is to help clients invest in passive cash flow opportunities that provide a healthy return on investment, without the headaches associated with the stock market's volatility.
Jillian Sidoti
Jillian is a parter at Throwbridge Sidoti, LLP (CrowdfundingLawyers.net) which is a boutique law firm whose area of practice includes Syndications, Private Placement Offerings, Private Equity Funds, and Joint Ventures for real estate and small business startups. Trowbridge Sidoti LLP's legal services include preparation of Private Placement Memorandums (PPMs) and investor Subscription Agreements, selecting the appropriate securities exemption, formation and structuring of legal entities, and drafting investor agreements such as limited liability company (LLC) Operating Agreements or Private Loan Documents. We prepare and file the securities notices with the Securities and Exchange Commission (SEC) and state securities agencies required to qualify for a securities exemption from registration. The firm's clients range from seasoned and sophisticated commercial real estate investors and brokers to individuals raising Private Money from family and friends for their first deal or new business. Many of their first-time syndication clients have gone on to do multiple Private Securities Offerings. Trowbridge Sidoti assists clients with federal securities offerings in all 50 states.
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.
Price: $25 at the door
Agenda:
6:30 - Networking
7:00 – Syndicated Investments Round Table Discussion
9:00 - Networking
RSVP at this link: Meetup.com
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, January 28th
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:
WE HOPE TO SEE YOU NEXT SATURDAY!
RSVP here: https://goo.gl/xl2J7V
What is a syndicated investment? How do I invest safely and passively into syndications? These are questions that everyone should ask themselves, but the solution often comes with complicated rules and regulations, large potential risks, and continuous unforeseen challenges.
Should you give up on syndicated investments then? Of course not.
Financial freedom is best achieved by increasing your income through passive investments, and syndicated investments can definitely give you the type of return that you need. In order to lower the various risk of syndications, understanding the structures and the asset classes can be crucial in the success of syndicated investments. This presentation aims to guide you in learning the risk and reward of syndicated investments and how to become financially free through investing in syndicated investments.
What we'll discuss:
- What is a syndication?
- Why are they good investments?
- What kind of structure protects investors?
- What is a bad syndication structure?
- What kind of paperwork should be reviewed?
- What limitations are there?
- What asset classes do you invest in?
- Examples of good syndicated investments
- What are primary factors for success?
Cost: FREE
RSVP here: https://goo.gl/xl2J7V
Hi everyone!
Join For Investors By Investors (FIBI) – South Bay on the second Tuesday of every month at the The Point in El Segundo for our real estate investment club networking events!
FIBI South Bay's FIRST EVENT OF 2017 is on Tuesday, January 10th at 6:30pm!
Learn “How to Market for Real Estate Deals” from our panel of investing experts including Desert Storm veteran Matt Theriault, “Spouses Flipping Houses” podcast hosts Doug and Andrea Van Soest, and co-founder of Cashflow Savvy, Mercedes Torres.
Enjoy snacks and drinks, network with like-minded investors and develop all of the resources you need to be a successful real estate investor.
Please note that there will be a $25 cover charge payable in cash at the door to help cover the costs of the event center, as our goal is to break-even while providing everyone with a great night of networking. We look forward to seeing you at the event!
Find details, take advantage of our $20 PRE-SALE and RSVP NOW on our Meetup.com page!
Also, watch live stream, video clips, and podcasts from our most recent events on our YouTube Channel!
Don't forget to follow us on Facebook and Instagram!
.............................................................................................................................................................
Meetup.com - Learn How to Be a Real Estate Investor
AGENDA:
6:30 - Networking - Manhattan Country Club
7:15 - Introductions
7:25 - Panel discussions
9:15 - Networking - Manhattan Country Club
FIBI BACKGROUND:
FIBI (For Investors By Investors) is non-profit organization geared toward teaching real estate and financial education without a sales pitch. FIBI provides an environment where investors can learn from other investors, help each other grow and NOT get pitched books, tapes or boot camps. FIBI does not make any money off of the events it curates with 10+ chapters in Southern California. Events feature ample networking and interview style or round table discussions centered on a topic that is critical to successful investing in real estate.
PANELISTS:
Matt Theriault
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.
Doug Van Soest & Andrea Van Soest
Doug and Andrea Van Soest have been Real Estate Investors for the past 8 years. Doug is a former certified residential appraiser and Andrea is a licensed realtor. They focus on wholesaling, fix and flip projects, and have collected 57 rentals (and counting) in Southern California. They host a weekly podcast for Investors called Spouses Flipping Houses. They are both very passionate about this business and grateful for time if affords them to spend with their family.
Mercedes Torres
Mercedes Torres is an accomplished real estate investor with a portfolio of 90+ income generating properties. She continues to strategically build her passive income portfolio as Co-Founder of CashFlow Savvy, a turnkey investing company based out of Southern California. CashFlow Savvy focuses on helping other investors to build financial freedom through turnkey real estate.
Hi everyone,
To celebrate the Holidays and to help facilitate networking among our FIBI chapters, the For Investors By Investors (FIBI) Network hosted the 2016 FIBI All-Chapter Holiday Party Networking Event on December 1st at The Grand Event Center in Long Beach.
This event was held in the usual FIBI philosophy of providing informal meeting environments without any sales pitch whatsoever, and with the goal of helping investors to network and learn from others.
Please check out some photos and videos from this past event on our FIBI Facebook Page and FIBI YouTube Channel. You will also find content from our past events.
Also, please check out our Long Beach Meeup.com and South Bay Meetup.com pages to RSVP for our upcoming 2017 events!