November 2nd: Thursday All-Day Intensives
9 a.m. – 5 p.m.
Dwan Bent-Twyford and Bill Twyford, Bailey Co.
Making Money Helping Sellers:
The Inside Secrets of Wholesaling Short Sales
If your main business goal is to generate cash, and you also love the idea of helping the new mini-wave of sellers in foreclosure exit their situation gracefully, this is the workshop you’ve been waiting for.
Dwan and Bill Twyford have been finding, negotiating, and flipping pre-foreclosure properties for decades, and they’ve built a whole well-oiled machine that they’ll share with you in this day-long workshop.
In the morning, you’ll find out:
Why door knocking (with the right script!) gives you a huge competitive advantage over all the “cold callers” and “direct mail” people out there
What options you can offer to homeowners (there are more than just the 70 cents on the dollar cash offer)
All the steps to doing a successful short sale—there are more than you probably think, and they’re all important
How to wholesale short sales, so you can confidently lock down deals and make money without using any of your own
Bonus lunchtime session: negotiation with pre-foreclosure sellers roleplay
And in the afternoon, you’ll discover:
How to figure out WHERE to focus, by breaking down your city by zip code and seeing where prices are rising, or falling, or sales are fast, or slow
The 4-week wholesale process, step by step
Your wholesale business blueprint: how to build a predictable income stream in wholesaling
Dwan and Bill have been full-time investors for over 30 years. They wholesale, retail, own rentals and commercial properties, but their primary strategy for FINDING those deals is negotiating short sales.
Maria Giordano, Gilbert, Az.
Dynamic Deal Structuring:
How to Find, Negotiate, and Buy Creative Deals
Looking for long-term, cash-flowing investments, but WITHOUT banks and qualifying and big cash down payments?
Spend your day with Maria Giordano, who’s built her business around buying with seller financing. In fact, she replaced her income as a trauma nurse in just 45 days and made $648,000 in real estate in her first year as a real estate investor.
In the morning, Maria will show you:
The 10 key components you MUST include in your marketing to ensure a high response rate
How to identify your motivated seller avatar and stop wasting resources on ineffective marketing
Why direct mail is not dead: in fact, it works better now than ever!
How to capitalize on hidden opportunities that others miss.
How to unleash the potential of creative strategies to create quick cash and long-term cash flow—this applies to rentals, short-term rentals, retailing, and wholesaling.
In the afternoon, find out:
5 things you MUST have to make winning offers (and stop being a low-cash-offer “one trick pony”)
Why 99% of investors don’t get their offers accepted (and how to NOT do what they do)
The blueprint for buying properties subject to existing loans and leveraging wrap mortgages
The implementation action plan you need to jump start your success.
How to buy one house at a time and retire financially free.
Maria Giordano’s past life as a trauma nurse taught her that being away from her family nights, weekends, and holidays was not her vision. She turned to short-term rentals, retailing, and then long-term rentals and land development to create a more balanced—and prosperous—life.
Friday & Saturday 8:30am - 5:00pm Presentations
Tom Berry, One Time Only Wake Up Wealthy Workshop
How to Ride the Market Cycles—
And Come Out on Top
Changing markets are scary—but not for the folks who know how to recognize them and see where the wealth-building, money-making opportunities are in each one.
That’s what Tom Berry does; he homes in on the asset classes (he’s bought everything from single-family homes to mobile homes to apartments, self-storage, office buildings and shopping centers, depending on where the undervalued properties are). He’s going to show you:
How to know whether now is the right time to buy, hold, or sell—because when it comes to market cycles, there’s a season for wealth building and a season for making money
How to understand which assets are ripe for the picking and which are over-priced or over-built
How to find the NEXT opportunity, and scale it, before the cycle ends (which is always sooner than you think!)
Tom Berry has been investing in real estate since 2004, and is one of the country’s pre-eminent experts on using market cycle timing to build wealth.
Better than Wholesaling:
Land and Lots
Too much competition for houses and apartments for your taste?
Then try a completely new, lower-competition property class: raw land.
Jack Bosch has been flipping, buying, and selling land since 2002, and he uses all the same strategies you would with a house, only without the tenants, toilets, and competition.
Come and learn:
Why you can buy land for 5-25% of market value, even in today’s inventory-shy market
How to make the same or more cash and cashflow than wholesalers, retailers, and rental owners do, but without the rehab, management dramas, and competition they face
Why you really CAN “virtually wholesale” land successfully
The difference between ‘trash’ land and high-quality, flip-able land
How to create passive cash flow when you flip. Yeah, seriously
Jack Bosch and his wife Michelle have done over 4,500 land flips since he immigrated from Germany with 2 suitcases and a negative net worth in 1997.
John Bowens One-Time Lunch and Learn
Tax-Free Account Focused Investing – Roth, HSA, CESA – Leveraging Financial Friends and Loans
Tax-deferred investing can be beneficial to saving for retirement, but what’s even better is TAX-FREE wealth accumulation and preservation
But you already know that the sooner you get an account, and start using it, the more money you’ll have to enjoy in retirement, so spend a lunch hour learning exactly which account (and it may be more than one!) fits your needs and situation.
John will cover:
Case studies of how investors are leveraging financial friends and loans to grow a smaller balance Roth IRA, HSA, or CESA in a significant way
How to partner multiple accounts together within an LLC or Investing Trust;
How to streamline investing with your tax-free accounts
Your questions—the ones your CPA might not be able to answer, or that the internet may have given you the WRONG answer to
John Bowens is the Director of Education and Investor Success for Equity Trust Company, and has trained over 50,000 investors all over the U.S. to create more prosperous retirements for themselves, but more importantly, he practices what he preaches, actively investing in real estate-related assets in his own retirement plan.
Bill Bronchick, Esq. Friday only!
Asset Protection Plan
Asset protection is no joke these days; you just have to click on the daily news to see that real estate investors and rental owners are constantly under fire for any reason or no reason at all. And even if you never get sued at all, there’s still the matter that the right entities can save you thousands in taxes, too.
Attorney, investor, and best-selling author Bill Bronchick is out to make sure that you at least know HOW to protect yourself, your business, and your family, and he’ll share his decades of experience by showing you:
How to set up and use corporate entities to slash your taxes by thousands
How to protect real estate and other assets from liens and make yourself judgment–proof!
How the new “Series” LLC might work for you
Why your single-member LLC may be a tax and liability trap, and how to FIX it!
How to use family limited partnerships for maximum asset protection and minimum estate tax
How to keep your name off public records to avoid looking like a “deep pocket.”
How and when to use Nevada, Delaware, or Wyoming companies (and when not to)
How to use multiple LLCs to protect your real estate holdings without the burden of additional tax reporting.
Bill Bronchick has been investing in real estate and practicing law since 1990. He’s written 6 published books, and has been tapped by major media outlets from CNBC and Fox to the Wall Street Journal and Time Magazine to share his real estate and legal expertise.
Darrin Carey, Dayton Capital Partners—One-Time Wake Up Wealthy Workshop
How to Avoid Fatal Mistakes
And GET Your Hard Money Loan
Hard money is a funny name, since it’s actually the EASIEST money you can get to buy and fix properties.
But as MANY of you have discovered, that doesn’t mean it’s as simple as, “I have a property I want to buy, someone finance it for me…”; there are things about you, or your deal, or your timing, that will keep you from getting a loan from ANYONE, no matter how badly you want it.
Darrin Carey is both a hard money lender and a private lender, and he’s out to make sure you know how to set up deals that are attractive and easy to fund. He’ll share:
What YOU need to have in place in terms of credit and ‘skin in the game’ (and what you can do to overcome any lack in that department)
What has to be true about your DEAL to get it financed, and what to do if those things aren’t true
What you can do BEFORE you need a loan to make sure that you can get the loan when it’s time
Darrin Carey is the owner of Dayton Capital Partners, an investor-focused hard and permanent financing provider
Darrin Carey, Dayton Capital Partners—One-Time Lunch and Learn
How to Get Truly Passive Income
in Performing Notes
Looking for a great return without tenants or contractors? Would you like to generate some “mailbox money” for yourself or your IRA?
Darrin Carey originates, invests in, and sells short-term performing notes, and will share:
What to look for in a borrower—and the legal and practical reasons why owner-occupants might be your WORST borrowers
How to put smaller amounts of money to work in notes
Why good documentation is KEY
What happens when “good” notes go “bad”
Darrin might even have some notes for sale, so if you’re looking to buy, come see him!
How to Raise Private Money
Private money is perhaps the misunderstood funding source in real estate. Everyone knows about it, most people want it, but so few understand how to GET it.
That’s why we’re bringing Jay Conner—a retailer who’s done over 475 flips in a city of only 40,000 people—to share how HE raises money to pay for the repairs and purchase of his properties.
Jay will share his methods, including:
Why you NEVER have to lose a deal because of lack of funds, and how you can attract practically unlimited money for good deals
How you can get your rehab money up front, when you buy the property
A case study on how he raised over $2 million in 90 days
Jay Connor is a renovator and commercial developer who’s been involved in over $118 million in real estate transactions since his start in 2003. His own retailing business has relied mostly on private money since 2009.
Michael Davis, One-Time Wake Up Wealthy Workshop
How to Sell More
With a Compelling Presentation
Real estate entrepreneurs find themselves making ‘presentations’—to potential private lenders, to sellers and partners, even to their real estate associations—all the time.
But many of us struggle to consistently get the results we want, which is frustrating, aggravating, disillusioning—and costs us real money.
If you’re not sure your presentations are working, or that they’re best they can be, or you’re so terrified by the very thought that you aren’t making them at all, come to this unique session and learn the elements of an effective presentation.
Michael Davis is an author, professional speaker, and speaking coach who also happens to have a foot in the real estate world, and he’ll show you:
How to plan out the most effective presentation that captures and keeps the interest of your audience of one or many, from start to finish
The foundational elements that every presentation MUST have
Why even professional speakers blow it by following “conventional wisdom” about building credibility, telling your story, managing “speaking anxiety, and more
How to get out of your own head and focus on what the prospect wants—doing this will make your presentations a LOT less nerve-wracking for you
How to present in your ‘real voice’ so that you don’t sound, or feel, ‘salesy’
Michael Davis is the owner of Speaking CPR, and has trained some of the top TED talk speakers in the country how to make compelling presentations.
Scott Ellsworth, CPA One-time Wake Up Wealthy Session
The Huge Tax Savings You’re Missing Out On:
Cost Segregation and Componentized Depreciation
If you buy investment properties, and you want to reduce your taxes and increase your cash flow from day one, it’s time you learned about the remarkable benefits of cost segregation and componentized depreciation.
CPA Scott Ellsworth has helped savvy investors use this little-known tax-saving strategy for years, and now he’s here to share how YOU can join them:
How to break your new property down into components that can be written off over 5-15 years, instead of 27.5-39—and why the IRS requires that you involve a professional in that process
Why this can boost your cashflow and ROI (and maybe help you attract partners!) immediately
How to go back and use this technique on properties you’ve owned for a while.
When cost segregation is a BAD idea, and how to know when to spend the time and money to do it
Scott Ellsworth is a CPA and real estate investor who specializes in meeting the tax and financial planning needs of real estate entrepreneurs.
Scott Ellsworth, CPA One-time Lunch and Learn
How to Convert Your Traditional IRA/401K
To a Roth IRA/401K (and not get killed at tax time)
Many of us are stuck with legacy IRAs or 401Ks that are of the traditional sort: we got a tax deduction for the contribution, but will pay taxes when we start to take OUT the massive income and assets we can build up through real estate.
And converting a traditional account to a Roth account is usually painful, because we have to pay the taxes—often tens of thousands of dollars’ worth—that we avoided by having a traditional account to begin with.
Or not; CPA Scott Ellsworth is going to show you:
How to reduce the taxes on a traditional to Roth plan by 50% or more
How to make all your FUTURE retirement plan investments tax-free
Which assets are easy to “discount”, and which aren’t
Why it’s so easy and affordable that you should do it NOW, before you grow that plan any further!
Scott Ellsworth is a CPA and real estate investor who specializes in meeting the tax and financial planning needs of real estate entrepreneurs.
Courtney Fricke One-time Wake Up Wealthy Session
How to Get Great Deals
From Real Estate Agents
Like it or not, most motivated sellers list their properties with real estate agents. And we DON’T like it, because that means it goes into MLS, and we can’t talk directly to the seller, and we can’t negotiate creative deals, and we suddenly have a million competitor’s eyes on the deal, and it’s basically dead to us.
Or does it?
Courtney Fricke gets profitable deals from agents ALL THE TIME, and she’s going to share exactly how. Find out:
How to make agents into allies BEFORE they even have a deal to offer you, by building and nurturing relationships with them
How to be super-clear in your “What I’m looking for” message, so that you get introduced to real sellers in real trouble, not spammed with emails about every overpriced “investor special” in MLS
How to pitch creative deals like subject to and seller financing to agents you know, and how to keep inexperienced agents from killing them out of ignorance
Courtney Fricke has been investing in real estate since 2015. She wholesales, retails, and owns rentals, and is the president of North Shore REIA in the suburbs of New Orleans.
How to Bulletproof Your Rehabs
Looking for a foolproof method for getting your projects funded, fixed, and flipped (or put on the market for rent!) on time, on budget, and for maximum profit?
Yeah, you are.
Matt Hedstrom knows the rehab business from BOTH sides. As a flipper and general contractor, he’s seen all the fatal mistakes investors make when buying properties that “need work”: mistakes that end in an un-fundable deal, or an unprofitable one. He wants to STOP you from making these mistakes, by showing you how to:
Accurately calculate rehab time and costs BEFORE you buy, without using a contractor every time you want to make an offer
Make offers with 100% confidence, and fund your projects easily, with undisputable numbers at your fingertips
Stay in control of your contractor relationships, so that your jobs get done on time and on budget—crucial in a softening market!
Matt Hedstrom has over 25 years of experience in the retailing, renting, and general contracting fields, and is the developer of Rehab Estimator Pro, a software system used by thousands of investors all over the U.S.
Kevin Jenkins, Noel Selewski Insurance One-Time Lunch and Learn
Investment Property Insurance
(and What You Need to Know)
We all study asset protections strategies like our wealth depended on it (because it does), but the first line of defense against losing it all is having the right insurance. Doesn’t making sure that you understand what the “right” insurance is deserve some of your time?
Kevin Jenkins wants to make sure you’re completely covered (and at an affordable cost), so he’ll share:
The insurance you need for properties under renovation
The insurance you need for rentals
The insurance you need for vacant properties
Brent Kesler, The Money Multiplier
How to Pay off $984,711 in Debt in 39 Months (Without Working Harder)
Most Americans deal with debt the old-fashioned way: by paying to store their paycheck at the bank, and to let that institution make money on it until bills come due.
What if you could be your OWN banker, and use that power to pay off debt at a rapid rate while being in control of your own money?
Brent Kesler, founder of The Money Multiplier, used this centuries-old concept to pay off $984,711 of third-party debt in 39 months-without having to work any harder, change his cash flow, or take any additional risks.
He’ll share this “Infinite Banking” concept with you, and explain:
How to recycle, recapture, and keep total control of your hard-earned dollars
How to avoid the fractional reserve banking system altogether
How to get ALL the money back for every car you will ever buy, drive, and own for you and your family, for the rest of your life.
Brent Kesler, The Money Multiplier One-Time Lunch and Learn
The Money Multiplier
There’s been a lot of excitement among Summit attendees and their families about the “Money Multiplier” concept over the past few years. Lots of folks have told us that it was the “A-ha” moment that completely changed the way they looked at—and used—money and leverage.
So, for the benefit of those who haven’t yet explored this strategy, we’re bringing Brent back to lay out:
How it lets you break financial bonds you might not even know you’re shackled with
How to use debts and expenses you already have to create wealth, and shed the hassles created by banks
How to keep your money, no matter how much or little that might be, in your FAMILY, and leave a legacy for your heirs that you’ll be proud of, and they’ll thrive on
Sounds like magic, right? We thought so, too, until we saw Summit attendees put it into action, and change their lives. If you want an inside glimpse into how the rich make money work for them—and a lesson on how you can do the same, even if you DON’T consider yourself rich (yet), be here!
Natalie Larson, Investor Loan Source One Time Lunch and Learn!
Huge Changes are Coming In Real Estate Lending:
What You Need to Know
It won’t surprise you to hear that, with increasing interest rates and flattening home values, we can also expect big changes in the cost and availability of financing.
Natalie Larson is watching these shifts from the inside of the lending business, and she’s anxious to share how you can navigate them profitably, including:
How to navigate the current and upcoming economic changes in investor financing
How “private lending” can benefit you in the new economy
How Investor Loan Source can help
Seth Markum, VP, National Real Estate Insurance Group One Time Lunch and Learn
Insuring Your Investment Properties Right
If one of your rentals or short-term rentals or flips were to catch fire today, are you sure that your insurance would cover the damage?
What if a tenant got carbon monoxide poisoning from a furnace you didn’t even know was malfunctioning. Would your liability policy cover the resulting lawsuit?
You already know how important insuring your investments is, but if you’re like 99% of real estate investors, you DON’T have insurance that’s specific to your business strategy, risk appetite, or even geographic location of your property.
NREIG is the nation’s largest insurance program for real estate investors, and has years of experience seeing the tragic consequences that happen when we have the WRONG insurance.
The levels of coverage available, and how to evaluate what is right for you
The trip wires that may affect you in the event of a claim
The gaps your policies probably have, and how to fill them
NREIG’s property and liability program, and new programs that you can benefit from
How NREIG’s program can help you simplify the insurance on your property portfolio
Amanda Neely, Wealth Wisdom Financial One Time Lunch and Learn
The Secrets to a Financially Stress-Free
Real Estate Empire
It’s the ‘secret shame’ of many real estate entrepreneurs: they work hard, they do deals, they make money—and they’re still losing sleep.
Why? Because they’re afraid that they’re making ENOUGH money, or saving enough for retirement, or about the amount of debt they’re piling up, and they’re too busy to figure out whether they’re leveraging the money the DO have in the best way possible.
If that’s you, you need to join Certified Financial Planner Amanda Neely and get the perspective of some time-tested keys to achieving financial peace of mind. If “conventional thinking” isn’t getting you where you want to go, this dose of wealth wisdom might be the cure you’ve been looking for. You’ll find out:
What “Foundational Wealth” is, and why it has the power to remove all that stress you feel, and how to get it
How to become a wealth accumulator no matter what the real estate market does
What it looks like to be set for all of life’s ups and downs (without taking crazy risks)
Amanda Neely is a CFP® (CERTIFIED FINANCIAL PLANNER™) and CEO of Wealth Wisdom Financial. She makes financial planning more accessible to real estate entrepreneurs by developing personalized financial strategies for individuals and couples, and profitability strategies for small businesses.
Damon Remy, REIBlackbook One Time Lunch and Learn
More Deals, Less Marketing Money:
The Perfect Follow Up System
It’s a harsh reality of the 2023 market that competitors with much bigger marketing budgets than you have are competing for fewer deals.
So how are successful SMALLER investors still making lots of money? By doing something that’s pretty rare: following up in an organized, appropriate ways with the sellers who aren’t ready to sell at the right price and terms today, but will be eventually.
Damon Remy has hard data to prove that follow-up is the real key to bringing in the deals (and the money) in the current market, and he’ll share the details of how he can help you automate a lot of that process, including:
What the “perfect” follow-up system consists of (and no, it’s NOT autodialing or texting the seller every day until they get so fed up that they block your number forever)
What you need to do in the first 15 minutes, 15 days, and 15 months after a seller contacts you to have the very best chance of being the one the seller sells to
Why automating your follow-up system is the ONLY way it’s actually going to get done consistently and well
Damon Remy is the founder of REIBlackbook, the nation’s most respected CRM/Marketing Management system for independent real estate investors
Isabelle Guarino Smith
Do Good and Do Well
With Residential Assisted Living Investments
There are micro-trends, like the weird low-inventory, high interest rate market we’re experiencing right now.
And then there are macro-trends, like the fact that over 2.5 million baby boomers will turn 70 this year.
And with huge change comes huge opportunity: in this case, in Residential Assisted Living. When you understand the wants and needs of this generation, you can turn a single family rental into a cashflow machine that nets $5,000, $15,000, or even more per month.
Isabelle Guarino Smith has been involved with Residential Assisted Living for most of her adult life, and joins us to share:
How you can get twice the market rent by providing seniors with all-inclusive, long-term housing that’s still WAY more affordable to them than traditional “nursing homes”
How these low-impact tenantscreate a secure return on investment regardless of market cycles and fluctuations
How you can operate the actual business—or not—and still collect the rent
How to do it with or without your own money
Isabelle Guarino Smith has been the COO of Residential Assisted Living Academy since 2012, and after the passing of her father, Gene, stepped up to take on his role as trainer, as well. She was recently named to the “Top Influencers in Senior Housing” list.
Marshall Sylver, One-time only keynote presentation
The Missing Piece to Millions
Wait, what’s a hypnotist doing keynoting the country’s largest real estate convention?
Obviously, Marshall Sylver isn’t just any hypnotist. He’s a world-renowned master of interpersonal communication and personal empowerment.
And he’s appearing on our stage for the same reason he’s appeared on David Letterman’s, Howard Stern’s, Montel Williams’s, IBM’s, KFC’s and dozens more: he’s an expert at teaching people just like you how to be more influential, confident, and successful through subconscious reprogramming.
In just 90 minutes Marshall will change the way you think about business, money, and wealth! By educating you about the power of subconscious reprogramming, he motivates you to take action in the present moment and change your life in a positive way forever.
How to empower yourself to take action and get things done
How to create that diamond-hard discipline you’ve always wanted, but which has always eluded you
How to attract all you want in life to you
How to transform your business and personal life, your relationships, and everything else using the power of your subconscious mind
Marshall Sylver is the author of Passion, Power, and Profit, and has led success trainings for major corporations including Ford, IBM, and PepsiCo. He’s nationally known for his teachings on influence, persuasion, and, of course, subconscious reprogramming.
Not Short-Term Rentals: Mid-Term Rentals!
Sure, short-term rentals are super-profitable—but they’re also pretty “high touch” with users coming and going every few days.
Al Williamson looked at his numbers and his efforts, and quickly figured out that mid-term furnished rentals netted the same 3x-5x profits, but with much less work.
He’s a convert, and you will be too, when Al shows you:
How to know instantly whether your current or future rental or STR would be waaaaay more profitable as an ‘extended stay’ rental
Who your main customer is for these rentals
How you can buy and furnish them without using your own money
His inside secret for marketing your MTR WITHOUT depending on the whims of the “platforms” (like Airbnb, VRBO, FurnishedFinder), so that you can keep that money coming in with fewer interruptions and, maybe, avoid the platform fees, too!
Al Williamson is a former civil engineer who started his real estate investment career in the usual way—traditional rentals and flips—before discovering that mid-term rentals created the highest cash flow with the lowest hassle.
Lee Yoder One-time Wake Up Wealthy Session
What it Really Takes to Get Started
Investing in Apartments
Lots of people want to break into the apartment market, but few are really ready for the reality of finding, evaluating, negotiating, paying for, repositioning, and managing large multi-families.
That doesn’t mean you shouldn’t do it; it means you should understand what ducks you need to get in what row before start making offers on them—especially in a market that’s full of big “corporate” buyers who are well-funded, well-organized, and who are already known and trusted by commercial brokers.
That’s what Lee Yoder will share in this one-time only wake up wealthy workshop. You’ll find out:
What you HAVE TO know about evaluating properties and making initial offers (it’s a different process than what you learned about single families)
WHO you need to already have on your team before you make an offer, and how to find those people
Where you’ll need to get the money: it’s not all going to come from the bank or the seller
The realities of TODAY’S apartment market: is this even a good time to jump in?
Lee Yoder started his multi-family investing business with a 2 family in 2018 while he still had a full-time job. By the end of 2019, he controlled 34 doors in 3 buildings, and has now purchased over 350 along with his partners and investors.
Devan and Ethan Wohlwend One-time Wake Up Wealthy Session
How to Get Your Kids Building
THEIR OWN Real Estate Empire
So many real estate investors struggle with the problem of getting their children and grandchildren to UNDERSTAND what they do—or better yet, get them INVOLVED in real estate.
That’s not a problem that Devan and Ethan Wohlwend have faced—partly because they’re teenagers themselves, and partly because they’ve been actively involved in their parents’ rehab and rental business, and between them, already own 100 doors.
So you (and your kids) should probably come to this workshop and let them share:
How to get and keep your young kids interested in your business by making it a game, instead of a chore
How to integrate your family and business, so that you still have a good relationship with your children
How kids can buy their own real estate
How they got started investing, and how they’ve grown since then, and how your children can, too
Deven and Ethan Wohlwend both have multiple bestselling books, an internationally syndicated radio show, and a free youth entrepreneurs group where they teach others how to integrate their business, family and investing so they can become financially free.
The perfect investment for long-term cash flow would be high-yielding, hands-off, and leverageable, right?
If so, then your perfect investment might not be properties at all—it might be notes.
Note investing is a strategy that most of the ‘enders’ we know are using right now, and Tracy Z has 3 decades’ experience evaluating, investing in, and teaching others how to make smart investments in performing and non-performing notes. In her first Summit appearance, she’ll focus on showing you:
Why now is a good time to jump into the note business, and which of the MANY facets of it is most profitable today
How notes are found, analyzed, and bought (sometimes with little or no money down, and sometimes tax-free, if you play your cards right!)
The 3 ways to make money (now, later, or both) with notes
Tracy Z has over 30 years in the note-buying field, both on the institutional and investor side. She specializes in seller-financed notes, using notes to build retirement plans, and helping rental owners turn their rentals into much more passive notes.
Sunday Level-Up Sessions
The Summit’s Sunday Mastery Sessions are focused on topics and presenters that will take you to the next level in terms of knowledge and skills that 99% of your competitors just don’t have.
Whether you’re an active investor looking to learn next-level strategies, or a newly-minted real estate entrepreneur looking to get a head start and meet the folks who can really move you forward fast, you MUST plan to stay on Sunday and hear these hyper-successful experts…
Morning General Sessions 8:30 a.m.-10:00 a.m.
Vena Jones-Cox One Time General Session
Creative Buying Workshop:
How to Make the RIGHT Creative Offer
Are you a fan of buying properties without banks?
Then you know that there are a LOT of ‘techniques’ to choose from, from subject to and seller financing to lease/options, wraps, and private loans.
But how do you know which one is the RIGHT one for the deal that’s in front of YOU? That’s what you’ll find out in this unique, interactive workshop that focuses on looking at the seller’s situation, your goals, and the details of the property itself…you know, the important stuff. You’ll find out:
The right deal structure when the seller wants (or needs) “too much” for the property
The right structure when the seller wants to sell, but doesn’t want to pay a bunch of taxes
The right structure when the seller wants (or needs a giant down payment, or the property needs a lot of work
Vena Jones-Cox bought her very first property using creative financing—and that was over 30 years ago. More than 1,200 deals later, she still doesn’t buy properties using bank financing.
Morning General Sessions 10:30 a.m.-12:00 p.m.
Richard Roop One Time General Session
How AI Can Help YOU
(Yes, YOU) Do More Real Estate, More Easily
“Tell me how to use AI in my real estate business” was the #1 request in this year’s Summit Topics Survey—and by a HUGE margin.
And we get it: it seems like AI is the big buzzword these days, but until now, it’s been unclear exactly HOW it can help us find more deals, evaluate deals, sell deals, manage our deals and our business and our time—you know, the stuff WE really care about.
We’re going to get YOUR feet on the AI path, as real estate marketing expert (and now AI-trailblazer) Richard Roop demonstrates specific, brain-dead simple ways that you can use the plethora of cheap and free AI apps, sites, and software to:
Generate more leads and uncover hidden deals
Accomplish in one hour what used to take an entire day
Growth hack your income and profits by getting more offers accepted
Redirect time freed up to more lucrative activities
Boost your cash flow, equity growth, and overall profitability
If you have a computer—or smartphone—you NEED to be at this workshop, because even the most tech-phobic can do this (Richard will prove it to you!) and ALL of us are missing out on time-saving, skill-building, money making, stress-reducing opportunities that you’ll discover here!
Richard Roop is an entrepreneurial marketing strategist, creative copywriter, success architect, and AI marketing & success coach.
Afternoon Concurrent Sessions 2:00 p.m. – 5:00 p.m.
Rental Property Millions
With Landlording Leadership
And Master Leasing
Imagine a world where providing rental housing is rewarding, fun, and actually gives you MORE freedom of time.
If that seems impossible, you might just need a mindset shift around your relationship to property management, how you run your business, and whether you even need to own houses at all.
Lindsey Jensen is here in her first-ever Summit speaking spot to give you that mind shift. She’ll share her experience so that you can find out:
Why your residents are your biggest asset, and why understanding and acting on that makes seemingly-magical things happen
Why you should stop thinking of potential residence as people you’ll shelter, and start thinking about them as people you’re hiring to take care of your properties, makes it easier to pick the right person for the “job”
How to say goodbye to vacancies and hello to long-term tenants with better systems, clear policies, open communication, and incentives
Why being a great property manager means that OTHER rental owners will share ownership with you in exchange for your skills
Why “Master Leases” should be part of your acquisition and cash flow strategy, and how to use them
Lindsey Jensen manages 70 properties that she owns because of owner financed deals, or controls through master leases. Because she’s oriented toward systems and people to run them, she works about 5 hours a week on her portfolio.
Advanced Tax, IRA and
Asset Protections Strategies
Regulations are changing at a historic rate in the tax and regulation world, and it’s becoming more and more important to “Worry about” your privacy, your retirement accounts, and the mechanisms you can legally use to avoid getting taxed to death.
Attorney John Hyre worries about this, too—but unlike the rest of us, he also spends his days studying new regulations and figuring out how his clients can best protect their assets from the abuses of their elected officials.
He’ll talk about:
The latest in new regulations and taxes that affect your business, and what he sees coming in the future
The best strategies for using the law to avoid having your current and future wealth gutted
The most sophisticated, least-known ways to keep more of what you make.
John Hyre is an attorney, accountant, and investor who spent 7 years in tax law in corporate America before opening a practice that focuses on tax planning and defense for real estate investors and small business owners.
Social, Networking, and Entertainment Events
Friday Evening 7:30-9:00 p.m.
Really Funny Real Hypnosis Extravaganza (FREE)