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Open to the Public!
Event ID: 262083 Event Status: On Schedule
Event Description

The Hacking Finance Focus Group is for individuals or business owners thinking about how real estate fits into their overall financial lives (be it to generate some kind of income/return, or perhaps as owner/operators think about strategic changes for selling or upgrading their holdings). We will focus our education on investment, tax, and entry/exit implications in mind.

We are focused on helping you get clear answers and create relationships so you can leverage your assets (and that of investors), income, and skills, to help you with the purchase, upgrade, or sale of real estate. In doing this our goal is to narrow the gap between your expectation and the reality of the real estate business and real estate ownership.

To accomplish this – we created this educational forum to help you understand the best ways to use money creates options, as opposed to the all cash deals, that will come up from you or financial professionals before you call, meet and review a deal with them. Each founder of the group maintains a specialization in their area of expertise and we will be discussing many items that matter to wealthy investors (like you or the person you aspire to be) around real estate.

Join us the 2nd Firday of each month – we start the zoom call 9:30am and end at 10:30am with a different and specific topic each month.

If you have a specific topic of interest that you would like to see discussed, please feel free to email the moderators at [email protected] - we love suggestions!

March 12th  2021 – 9:30am to 10:30am – Matt Rocco from Dollar Bank Private Bank and Tim O’Brien Independent Financial Advisor – will be presenting on private wealth/banking and how clients can utilize taxable money and investment portfolios to have their cake (investment portfolios in stocks and bonds) and eat it too (loans based on those securities to pursue all forms of real estate business)

Description: Jim Martin presented last month on understanding the different levels of funding, from Seller Financing, Private Wealth, down to Hard Money financing, is often a subject that comes up during many real estate deals.

During todays meeting we will focus on Private Wealth and Private Banking and one avenue that makes tax, investment and cash flow sense for you and the partners you work with to finance real estate transactions.

Next month Tao He will be covering how to optimize your depreciation schedule and commonly overlooked and underutilized tax strategies around real estate.

Event Details
Event: Hacking Finance Focus Group Members: Free
Where: Online Non Members: $144.00
Address: n/a Meeting Place: At Event Location
Location Website: n/a Meeting Address: Same as Event Location
Meet Loc Website: n/a Meeting Time: 9:30 AM
Location Phone: n/a Parking Cost: $0.00
Start Date-Time: 03/12/2021 - 9:30 AM Reg. Deadline: 03/13/2021
* End Date-Time: 03/12/2021 - 10:30 AM PrePay Required: Yes

Event Leader:
Edward Benz
Contact Leader
     

Payment Details: Guest Registration includes one year membership with ACRE

Location (More Detail)
Event Location: Online
Address: n/a


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