June Night Meeting – 6/17/2021: 2021 Real Estate Mid-Year Review Q&A

“2021 Real Estate Mid-Year Review Q & A” with our amazing Board: Matt Atkinson, Alan Walker, Ben Lakey, Leslie Peterson, Jordy Clark, Elizabeth Cordero, Kristin Hacking, Darryl Evanetich and Jeff Breglio!

June Luncheon – 6/10/2021 Featuring Preston Brown

TOPIC: Building Cash Flow In 2021

PRESTON BROWN: Building Cash Flow In 2021

Preston Brown is an entrepreneur and business owner in El Paso, TX.

For the past several years, Brown has acquired knowledge and expertise in the fields of finance, business, and real estate that has led him to grow his businesses exponentially. The knowledge that Mr. Brown has obtained throughout the years has helped him develop a strong focus on business advice, motivation, and personal growth.

He offers tips for financial success that anybody can utilize for their business journey and personal development by one-on-one coaching and on his social media platforms.

May Night Meeting – 5/20/2021 Featuring Jeff & Lynn Marchant + Roger Jacobsen

TOPICS:

KEYNOTE: ““Loving, Learning, Leverage, Land Lording and Lifestyle Legacy”

“Would you rather Fix and Flip 10 homes earning $200k or 1 Flip earning $200k”

JEFF & LYNN MARCHANT: “Loving, Learning, Leverage, Land Lording and Lifestyle Legacy

Jeff and Lynn met in 1989, married in 1990 and their 1st baby came in 1991. Even though their total combined income their first year together was only $8,000, they were still able to pick up their 1st rental property using seller financing.

Over the next several years, while owning and operating a successful landscape company and investing on the side, they built their real estate portfolio to it’s peak of 60 properties in 2005.

Although their main objective was buy-and-hold for passive cashflow, they have also done extensive fix-and-flips, lease-options, and seller-finance deals.

Jeff became a licensed Realtor in 2009 and focused his efforts on two types of people.

One was the families and individuals who were facing foreclosure and had no equity. The first objective was to help them get a loan modification so they could keep their home, and secondary was to short-sale the home.

The other was the buyers/investors looking to build a portfolio of real estate for retirement as he and Lynn had done.

Lynn waited until their youngest child was out of high school before getting her real estate license in 2014.

Today, they are consistently in the Top 500 Realtors in the Salt lake Board and self manage their portfolio that currently sits at 42 properties consisting of 3 commercial buildings, 5 multi-units, and the rest being single-family homes.

They are also very proud that their 3 children, Ashley, Sydney and Chase, are all licensed Realtors and work together with them as the Marchant Real Estate Group, brokered by eXp Realty.


ROGER JACOBSEN: “Would you rather Fix and Flip 10 homes earning $200k or 1 Flip earning $200k”

Roger bought his first flip at age 22. As a carpet cleaner he realized that the cost to pay contractors to do all the work on his house would cost too much, so he decided to get “into” construction. Roger became a Concrete mason, then moved into Ironworking, Finish Carpentry, Cabinet Install, Cabinet Building, Framing, Wood Siding, and finally became a contractor in 2001. He has specialized in high-end Finish Carpentry and Remodeling since. He has worked on The McCune Mansion, Jon Huntman Jr’s house, the Largest and Longest Houseboat in Utah and many other awesome projects. Roger bought his first Buy-and-Hold in 2011 and still owns it and 2 others. Roger became a RE Agent in 2016 and works under Randall Wall at Equity Real Estate. Roger is becoming a Wholesaler and is Loving that more than any of his other “jobs.” Roger is a member of UtahREIA, UVREIA and SLREIA. Roger loves helping people with ALL their questions and needs.

May Luncheon – 5/13/2021 Featuring Gil Bradshaw

TOPIC: SEC Guidance RE: Crypto Use In Real Estate Investing

THURS. 5/13/2021 NOON – 1:00PM MST – Virtual Over Zoom

Gilbert (“Gil”) Bradshaw, is the managing attorney at Wilson Bradshaw LLP, a boutique corporate and securities law firm with offices in Irvine, California and New York City.
Gil counsels small to mid-sized public and private companies all over the country positioning themselves for a buyout or merger, venture capital investment, and all types of public and private securities offerings and listings on stock exchanges, such as the OTCQB, NASDAQ, or NYSE, including with cross-listings on other international stock exchanges. He also assists angel investors and VC firms in selecting and vetting target companies for strategic investment and structuring their exit strategies and assisting their portfolio companies in their growth phases. Gil also represents individual officers and directors of large public companies fulfill their fiduciary duties and manage their equity incentive plans. In addition, he also represents companies who are being investigated by the Securities and Exchange Commission in connection with their securities offerings.
Growing up in Provo, Utah where his father taught evolution at Brigham Young University (claiming he was the lowest paid professor), Gil became a lifelong BYU football fan, and earned both his B.A. in History (with Honors) from BYU in 2004 and his J.D. at the BYU Law School in 2008 (where he studied with his wife). Later, in 2012, Gil earned an LL.M. in business taxation from the UCLA School of Law.
Gil began his legal career in New York at one of the largest law firms in New York City and has served as in-house counsel of several companies. He is licensed to practice law in New York and in the federal tax courts. Gil is proud of his Chicano roots and speaks fluent Spanish. He has previously taught securities law and other courses at Whittier Law School and USC Gould School of Law.

April Night Meeting – 4/15/2021 Featuring Clay Rockwood & Michelle Macievic

TOPICS:

KEYNOTE: “Wholesaling, Buying Rentals and Scaling a Business & A Team

“Skills Create Deals”


THURS. 4/15/2021 – 7:00PM MST – LIVE & VIRTUAL


LOCATION:

HYATT HOUSE PROVO / PLEASANT GROVE

544 S. PLEASANT GROVE BLVD.

Clay Rockwood: Wholesaling, Buying Rentals and Scaling a Business & A Team

Clay Rockwood is a Co-Founder and Partner of Utah House Buyers LLC and oversees commercial acquisitions and financing. He has been acquiring and managing multifamily properties full time since 2009. Clay began his career as a real estate agent and broker more than a decade ago and shortly thereafter moved into the acquisition, renovation, and disposition of both residential and commercial projects. He has been involved personally in over 500+ transactions. Utah House Buyers LLC is a residential and commercial property acquisition company specializing in assisting owners liquidate troubled/distressed properties. The company grew by more than 80% in its second full year with over 45 deals closed in 2018 and over 60 deals closed in 2019. In 2020 the company closed over 100 deals with gross revenues over $2.3M. 

Multifamily Experience:
Currently has ownership and management control for 119 multifamily doors with a combined market value of $17M+ spread across 23 different properties. Our team focuses on finding deeply discounted properties by marketing direct to sellers and through our vast network.  By using these methods we typically buy properties that are deeply discounted and are in need of significant repairs/remodel.  We are then able to reposition each asset to maximize the return and force the appreciation to secure a heavy equity position in relation to our investment. 

Michelle Macievic: Skills Create Deals

Michelle Macievic is an Relationship, Sales & Business consultant with Out of the Box Consulting LLC

She is an expert at communication & relationships while focusing on bringing in more revenue with higher closing ratios for her client partners naturally, efficiently & quickly using personality science.

She personally has closed over 413+ Cash home investing deals for her clients who are top wholesalers in Salt Lake City Utah & other markets! She has been consulting for her own Firm and helping clients scale in multiple industries including Wholesaling & many other Brick & Mortar businesses.

Her background is in psychology & social behavior & Has her MFT license & an MBA in business, which she says doesn’t really matter.. as you can’t beat hands ON experience.. She’s got that.

“My heart is as big as my Smile & I’m just a girl living my Dream life!”

April Luncheon – 4/8/2021 Featuring Jason Roberts and Rachel Schneider

TOPIC: 3 Under-utilized Marketing Strategies to Succeed in 2021

THURS. 4/8/2021 NOON – 1:00PM MST – Virtual Over Zoom

JASON ROBERTS & RACHEL SCHNEIDER: 3 Under-utilized Marketing Strategies To Succeed In 2021

In 2001, while still in their early 20’s, Jason Roberts and Rachel Schneider decided that working for someone else at a “regular job” was not a good long-term plan.

They decided to make a big change…and take charge of their own destiny by opening a mortgage company. They eventually built that business into a multimillion-dollar company, where they closed over 3,000 real estate transactions.

Then the market crashed and they had to find a new way to use their real estate talents. That’s when they went into real estate investing and started down a new path. Implementing the real estate strategies, they honed over time, they have since closed well over 400 real estate transactions, including pre-foreclosures, short sales, wholesales, probates, and all other types of deals.

They then decided to make another big change and start sharing their knowledge with other investors. They now run a top coaching program with the nation’s leading investors, own a profitable hard money lending company with over 2 million dollars in loans out to their coaching students at any given time, and continue to be co-owners of their local REIA…all while continuing to flip houses using the exact systems they teach!

March Night Meeting – 03/18/2021: Featuring Aaron Marshall & John Maxim

KEYNOTE SPEAKER: AARON MARSHALL “Cancer Surviving Cash-Flow King!”

With 18+ years of experience successfully selling and managing real estate properties, my approach is simple: building great relationships is primary and the foundation to success. As a hands-on CEO and committed franchise leader, I love that I get to help others succeed in the real estate market and build their own business.

I know real estate and property management inside and out. In just over a 10-year period, I sold more than 1500 homes, and throughout my career I’ve been blessed to receive recognition and awards for my real estate expertise, including being ranked #98 in the Wall Street Journal’s Top 400 Sales Professionals Nationwide and Realtor of the Year (2008), plus consistently being part of the top 50 of Keller Williams’s teams (2008-2010). I can attest that real estate is truly the best investment – people will always need a place to live, no matter what the economy.

As CEO, co-owner, and co-founder of Keyrenter, every day I get to work with passionate franchisees and help them achieve their dream of owning a successful property management business. A steadfast believer in the golden rule, I strive to lead by example and manage every property as if it were my own. And I also enjoy talking with folks who are thinking about becoming a franchisee – it’s always a joy to be able to answer burning questions and provide real, in the trenches examples from my own experience.

Whether for business or pleasure, I love to travel and, since business is what drives me, I’ve always got a great business book I’m reading. I also love the sand dunes, riding my motorcycle, and spending time with my wonderful family.

AARON MARSHALL: Cancer Surviving Cash-Flow King!

______________________________________________________________________________

SPEAKER: JOHN MAXIM “High Volume vs Profitable Flipping in 2021”

At an early age in Portland Oregon John learned how easy it was to win at Monopoly if you could play as the banker and cheat. This might have had something to do with how John ended up being a Real Estate Investor, but probably not since even after he bought his first house and rented it to all his friends he still thought he wanted to be an entomologist when he grew up.

Now a days, when you spend time with John you will mostly get to hear him complain about what monsters his 4 kids are… why his wife made him sleep on the couch the night before… and how he can’t find his keys. Be careful, he still cheats at Monopoly.

John has had and continues to have many great adventures in real estate. It started buying his first house when he was 21 and renting it to 9 other bachelors so he could live off the rent and not have a job (unless you consider donating plasma a job). Since, John has fumbled through a lot of investor type stuff, his resume reads something like this— closed hundreds of retail real estate transactions as agent, originated 50ish loans as a loan officer, built a few dozen spec homes, flipped a few houses, shook in the fetal position during the “great recession”, got something like 19 foreclosures on his credit, lit a car on fire, negotiated hundreds of loan modifications post crash, picked up some rental property along the way, obtained a broker’s license and started his own brokerage, Tree Fort Realty, flipped and wholesaled hundreds of houses, started a property management company, Rhino Property Management that manages nearly 400 doors, and in 2021 currently maintains a flip inventory of between 30 and 50 homes at once.

JOHN MAXIM: High Volume vs Profitable Flipping in 2021

February Night Meeting – 02/18/2021: Featuring Clyde Jones and Paul Baird

KEYNOTE SPEAKER: CLYDE JONES “5 Changes In 2021 Tax Laws”

As the founder and owner of The Jones CPA Group, Clyde is a Certified Public Accountant with over 20 years of experience in public accounting. Clyde specializes in Income Tax Preparation for business and individuals. He also helps his clients with tax strategies, business structuring as well as accounting services.

Prior to founding The Jones CPA Group, Clyde was a partner at Larson & Company, CPAs, Spanish Fork, Utah branch, for 10 years. Clyde started his public accounting career with Peterson & Associates, CPAs.

Clyde has a Bachelor of Accounting and Masters of Accounting from Utah State University. Along with that he has also received extensive training from the National Association of Certified Valuation Analysts to prepare business valuations.

Clyde is married to Jennifer, and they have five children Cy, Jacie, Mason, Rylie, and Sydney who they raised in Mapleton. Clyde is a lover of sports including Football, Baseball, Softball and Golf. In the early 1990s, he played fast-pitch softball for Larry H. Miller and played with some of the best players in the world. He is also an avid rider and lover of Motorcycles.

CLYDE JONES: 5 Changes In 2021 Tax Laws

SPEAKER: PAUL BAIRD “5 Strategies For Managing Flips In Multiple Markets”

Paul grew up in San Diego, moving to Utah 14 years ago to attend Brigham Young University. During his college years, he grew to love Real Estate. He spent his summers working with his brothers, buying, remodeling, and selling Real Estate. After graduating from BYU with a history degree and minor in Business, he pursued his dream of becoming a Real Estate Investor. Over the last 10 years, Paul has developed a passion for helping people sell their homes. He understands that selling a home is one of the biggest financial decisions someone will ever make, and he strives to make every deal a positive experience for everyone. He lives in Salt Lake City with his wife Kristen and loves having the opportunity to work with his brother on a daily basis.

PAUL BAIRD: 5 Strategies For Managing Flips In Multiple Markets

March Luncheon – 3/11/2021 Featuring Aaron Norris

TOPIC: Data-Driven Real Estate In 2021

THURS. 3/11/2021 NOON – 1:00PM MST

AARON NORRIS: Data-Driven Real Estate In 2021

Aaron’s real estate career started at five years old fixing houses in his father’s flip business. After living in NYC for almost a decade, he joined the family hard money business as a mortgage officer and researcher, producing numerous market timing reports and award-winning resources for the real estate community. As VP of Market Insights for PropertyRadar, he speaks and writes nationally on trends & the power of public records that help Main Street compete with Wall Street.

You’ll find his works on Forbes.com, Think Realty Magazine, and BiggerPockets.com. He’s also been directly involved in raising over $2 million dollars for charities since 2008. 

February Luncheon – 2/11/2021 Featuring Steve Trang

TOPIC: Work/Life/Balance As A Real Estate Investor

TOPIC: 5 Strategies For Managing Flips In Multiple Markets

THURS. 2/11/2021 NOON – 1:00PM MST

STEVE TRANG: Work/Life/Balance As A Real Estate Investor

Steve Trang is the founder of the Real Estate Disruptors movement. He started his podcast in the middle of 2018 to inspire wholesalers and real estate agents to double their incomes by adding a 2nd leg to their business. The podcast has now grown to tens of thousands followers with new members of the community sharing their success story every week.

Steve also created the OfferFast Homes app. The purpose of the app is to help wholesalers jump start their career faster by putting all of the buyers in one place. The hope is to minimize the challenge of building a buyer list when getting started in wholesaling.

Steve’s legacy will be to create 100 Millionaires. One of his favorite quotes is from the great Zig Ziglar: “You can have everything in life you want, if you will just help enough other people get what they want.”

He heard this quote when he first got into real estate, and it has stuck with him throughout his entire career. In fact, it’s essentially one of the core values Steve lives by.

Since starting the Brokerage in 2013, Stunning Homes Realty has over 130 agents. In the greater Phoenix area, his company has almost 1% market share. One out of every 137 homes in Phoenix metro is sold by Stunning Homes Realty. 

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