Join speakers Tom K. Wilson, Neil Wahlgren, John Bush, Richard Smith, an IRA specialist, and a Multifamily/Commercial Lender for comprehensive soup to nuts details of all you need to know to determine if multifamily and commercial investing should be in your portfolio.
In this content-rich, educational all-day workshop you will learn:
Investing with your IRA for real estate can greatly expand the volume of your investments. Self-directed IRAs are flexible vehicles for participation in investments. Like all IRAs, income and appreciatio accumilate tax-deferred or tax-free!
Commercial loans tend to have a mor rigorous underwriting process than residential loans do. How the real estate will be used impacts what kind of tems, fees, and rates you can get. In this workshop, you will learn about the types of commercial loans, what it takes to qualify, and the nuts and bolts of commercial loans through case studies.
Attendees will be given online access to all class material. And there will be door prizes and lunch will be provided.
Don’t waste years trying to figure this out on your own - reserve your seat now and get all your questions answered from industry pros. Attend this power-packed workshop and turn up the heat on your wealth creation!
Note: Space is very limited. Save your seat today.
Your Workshop Leader
Tom K. Wilson
Wilson Investment Properties
Tom K. Wilson is a 5-decade real estate investor who transitioned from a 30 year engineering career managing some of Silicon Valley’s pioneering Hi Tech companies to a full time investor in 2000.
Since then he has bought and sold over 4000 units and over $350M of real estate, including 9 apartment buildings, 8 commercial properties, 3 condo conversion projects, 13 syndications, and has flipped over 650 houses.
One of his companies, Wilson Investment Properties, provides quality turnkey high cash flow rental homes and commercial syndications to other investors.
Real Estate Tax Expert
Richard Smith & Associates
Richard Smith is an EA and is licensed by the IRS. He is a graduate of SJSU with a Bachelor of Science. Richard was employed by IBM for 15 years as a Systems Analyst.
Real Estate tax consultng is his specialty, and he works with his clients to achieve thbest tax strategy that the law allows. He also offers personalized indiidual business and estate planning consultations that will reduce both current and future taxes. He personally has a large portfolio of rental properties.
The purpose of SJREI is to provide education and networking opportunities for real estate investors in order to allow investors to make informed decisions. SJREI makes no endorsement, warranty or guaranty of any kind whatsoever with respect to the opinions, information, services or products mentioned or promoted by any of the speakers, presenters or sponsors at SJREI programs or events. Members, attendees and participants are expected to do their own individual due diligence before making any investment decisions, and are strongly encouraged to consult with their own legal and tax professionals. Neither SJREI nor its principals, employees, agents or volunteers are liable for any claims of damages or losses, direct or indirect, arising from any transactions of any kind involving members, attendees or any participant of a SJREI program or event.
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