SECOND Wednesday October 14^th NorCalREIA presents Jack Shea

Jack is a nationally recognized speaker & educator focused on Land Trusts, Options and 1031 exchanges. Jack has written a book on Options and taught seminars nationwide on Trusts, Options, Exchanges, IRAs and note investing. At this meeting Jack will cover:

                          “Trust a Power Tool for NorCalReia Investors”

• Land Trusts
• Land Trusts: History, uses, Benefits
• California rulings and background.
• A  New Operating System For Investments
• Buying, Selling, Partnering, Managing and Financing in private.
• Unique Strategies only available with trusts

• Personal Property Trusts
• For Notes, Receivables, Options
• Automobiles, Boats, Airplanes
• Guns, Gold, Stocks, Bonds
• As a Manager of an LLC

• IRA Checkbook Trust
• A Hybrid Trust for Real Estate and Personal Property
• Wraparound Mortgages, Accounts Receivable, etc.
• All real estate, note, and flip proceeds go into your bank
• No Cost or Delay of going through the custodian

• Summary of Trusts, Benefits, and Uses

• Trusts for holding real property. They are allowed in all 50 states. The land trust originated in Illinois in the 1890s. There are over 120 years of legal decisions covering all aspects of use and administration.  There are dozens of benefits, the greatest being the privacy of ownership. Avoiding probate, judgments, partition are among its features. They provide the best platform for purchasing, managing, partnering, financing and estate planning.

• Trust for holding IRA funds. This irrevocable real estate investment trust is purchased by an IRA owner and this person directs the investment activities into real estate, notes, personal property and any other permitted investment. Thousands of IRA owners are using this Checkbook Control Trust to turbo-charge their retirement accounts.

Jack Shea is a licensed Realtor. He has concentrated on buying and selling single-family homes and notes.  Jack operates a 1031 exchange business as well as conducts classes on the details of tax-free sales and purchases. He also has written a book on Options and taught seminars nationwide on Trusts, Options, Exchanges, IRAs and note investing. He has developed several unique strategies using trusts, options, exchanges and a hybrid IRA Checkbook Control Trust that can hold real estate, notes and other personal property.

NorCalREIA presents Howard Blum

        Howard has been heard on live television around the world.

Howard Blum is an influential lecturer regarded for his abilities in analyzing complex economic issues and distilling them into plain English.  An award winning and sought after speaker, Howard is routinely asked to present at colleges, universities and business groups around Northern California.  His opinions and interest rate forecasting have been heard on live television around the world.

Howard’s success is tied to his Zen outlook. At this meeting you’ll learn and understand how to implement and evaluate your path in creating a successful life and business.

                     “Zen & The Art of Growing Your Business”

• Why Zen?
• Take an objective look at what you are doing.
• Assessing your strengths
• Recognizing your weaknesses
• Team & relationship building
• Recognizing and maximizing opportunities
• The concept of “fixedness”
• Learn or acquire a new skill
• Mapping your business journey
• Maintaining your discipline
• Spread the word and get it done

Howard speaks our language and he’ll share with us his views on identifying key issues, and how to gauge and manage their impact on our real estate business.   We’re fortunate to have Howard address us in person!

Howard’s focus routinely includes comprehensive subjects, such as our banking and finance systems, the influence of the Federal Reserve as well as real estate trends.  But more importantly to us, Howard is an active real estate investor with property holdings in CA, NM, UT and TX.

“Finding and Managing Profitable Real Estate

Opportunities in Our Own Backyard.”

Wednesday August 12^th NorCalREIA members Mandy Snell & Laurel Sagen, local and experienced speakers with over 100 flips between them, share the secrets to their success in our Northern California market.

Where to FIND THEM –

• 17 ways to find deals that work
• Understand today’s market
• How to make use of resources and relationships

How to Evaluate and Manage YOUR DEAL –

• Evaluate the profitability of a deal in less than 5 minutes (everyone will have access to this valuable tool)
• Define an appropriate and realistic scope of work and accurate cost breakdown
• Avoid cost overruns
• Understand your bottom line
• Know how to manage the risks
• Profit vs true NET profit
• What did you forget?
• How financing can make or break your deal

About our speakers ‘Boots and Stilettos’…

Mandy has 25+ years of experience in speculative building and custom homes, 2.5 years of rehabbing full time — completing 17 flips. Currently she’s the Project Manager for a large private equity group managing all their funded projects and Private lender working alongside Bo.

Laurel has 16 years of experience and 84 flips under her belt. She has owned 34 doors, including single-family homes and duplexes. Laurel started buying and rehabbing rental units in 1999 and in 2007 moved onto to her fulltime flipping business.