Building a successful investment strategy begins with education. That’s why we collaborate with exceptional, expert partners in Commercial Real Estate, who offer our members valuable expertise, experience and resources to empower us to make better investment decisions.
Learn key real estate investment terminologies, insights and strategies, including cap rates, value-add deals, and syndication investments, and gain investor insights. Watch how this team created $8M of equity in a storage facility, as their investment journey led them from single and multi-family homes to the lucrative field of commercial real estate.
Watch our Greenleaf syndicate partners, Dave and Josh, on a field visit to a potential acquisition. The Greenleaf principals reveal how they approach their property tours and the pro and con evaluations they use to scout retail, storage, office, and residential complexes, in search of promising investments.
Derreck, a Self-Directed IRA/Solo 401K Expert, holds a CISP from the American Banking Association, is a Congressional lobbyist, and has spoken at hundreds of Real Estate investing events nationwide. Learn how to use a self-directed IRA for alternative investments such as real estate, notes, oil and gas, and private placements. Gain invaluable insights into self-directed IRAs, detailing ways to fund retirement accounts, contribution limits, and the process of rolling over a Thrift Savings Plan (TSP). Derreck also demystifies complex terms like Unrelated Debt-Financed Income (UDFI) and Unrelated Business Income Tax (UBIT), explaining their impact on IRA investments and potential tax implications.
Our Syndicator partners tell us that properly evaluating a property sponsor/operator is critical to making informed real estate or joint venture decisions. Here’s a comprehensive guide to assessing key essentials of a sponsor/operator. Topics discussed:
- How to find an operator
- Interviewing an operator
- Communication plan of the operator
- Insurance
- Fees and expenses
- Red Flags
Foliage Training Session – FOLIAGE is dedicated to educating and empowering both members and potential members on smart investing strategies for the future. In this session, attendees are learning about syndications—how they work, the benefits for investors, and key insights for those looking to create their own syndication and effectively communicate with investors.
