Please note that we are cancelling our First Thursday Investor Workshop planned for October 6th due to clean up efforts of Hurricane IAN
Hoping you are all safe and sound!
Archive for Workshops and Events – Page 11
Join us for a full One-Day Seminar Saturday October 1, 2022 with Real Estate Investor and Attorney Jeff Watson!
Click Here for Details and to Register
Jeffery S. Watson is an Ohio attorney who has had an active trial and hearing practice for over 30 years. As a trial lawyer, he has a unique perspective on real estate investing, wealth building and asset protection. He has tried over 20 civil jury trials and has handled thousands of contested hearings. Jeff has changed the law in Ohio 5 times via litigation or legislation.
As a real estate investor since 1994, investing in both residential and commercial properties Jeff has been through multiple market cycles. He currently represents established real estate investors in commercial and residential matters when the transactions involve self-directed retirement accounts. He is a recognized thought leader and innovator in the field of real estate and note investing, wealth building and self-directed retirement account transactions. Thousands of investors have used documents created by Jeff to invest in notes or properties.
Jeff is a nationally-recognized authority regarding regulatory concerns with wholesaling. In his home state of Ohio, he has worked with the Ohio Division of Real Estate and nationally with ARELLO regarding the legality of wholesaling.
Jeff is general counsel to the National Real Estate Investors Association. Jeff is also general counsel to and a cofounder of Realeflow, LLC, which made the Inc 500 list in 2011. Another of his clients made the Inc 500 list in 2018. He currently advises five different national training or educational organizations with a combined membership of over 200,000 investors. Jeff authors an email newsletter twice a week and maintains a blog at WatsonInvested.com on investing, business and entrepreneurship which are read by over 10,000 successful investors.
From 2010 to present, Jeff has led lobbying efforts in Washington, DC on behalf of real estate investors which has brought about several changes in both government regulation and policy on distressed property purchases and resales. In 2014 and 2015, his efforts on Capitol Hill helped bring about change in the U.S. tax code and helped reinstate the Mortgage Debt Forgiveness Act. He also met with FHFA regarding disposition of defaulted notes and mortgages in a bulk format. In 2016 Jeff met with the Consumer Financial Protection Bureau regarding regulating land installment contracts, and he is currently working to secure passage of the Affordable Home Access Act, H R 5013 during the 2021-2022 session of Congress. In 2021 Jeff co-led the fight to protect SDIRAs from harsh restrictions. The Build Back Better bill was amended before the House vote on Nov 3rd 2021 due to these efforts, with the harsh restrictions on SDIRA removed.
Jeff’s efforts to secure reform in the real estate arena aren’t just on Capitol Hill. In 2018 Jeff became a member of the board of directors of Quest Trust Company, a nationally recognized leader in SDIRA services. In 2016 he was instrumental in the passage of H.B. 463 amending the Ohio Civil Rights Act to protect Landlords from frivolous claims as to “comfort animals”. He was the co-creator of the Option Contract method that revolutionized the short-sale flipping process in 2008.
Join Us Wednesday September 21, 2022 for our Third Wednesday Lunch Meeting
‘Update on Florida’s Economic Outlook’ with Jerry D. Parrish, Ph.D.
‘Update on Florida’s Economic Outlook’ with Jerry D. Parrish, Ph.D.
Jerry D. Parrish, Ph.D. is the Chief Economist and Director of State and Local Policy Analysis at the Florida Institute of Government at Florida State University. Dr. Parrish is also a Faculty Adjunct in the Masters of Applied Economics Program at Florida State University, and serves as the Chair of the Council of Economic Advisers at the Haas Center at the University of West Florida.
He previously was the Chief Economist and Director of Research for the Florida Chamber Foundation. During that seven-year period, he was responsible for conducting in-depth analyses on the Florida economy and on solutions to help secure Florida’s future.
Previous to that position, Dr. Parrish was the Chief Economist and Director of the Center for Competitive Florida at Florida TaxWatch. Prior to that position, he served as the Associate Director of the Center for Economic Forecasting & Analysis (CEFA) at Florida State University. He has many years of experience in the private sector in management roles at international manufacturing companies.
He earned a B.S. in Agricultural Business and Economics from Auburn University, an M.B.A. from Bellarmine University, and M.S. in Economics from the University of North Carolina at Charlotte, and a Ph.D. in Economics from Auburn University.
Monthly Lunch Meeting – This is a LIVE event only
Wednesday September 21, 2022
12:00 noon until 2:oo pm
Der Dutchman
3713 Bahia Vista St
Sarasota, FL 34232
MEMBERS $25 MEETING COST INCLUDES BUFFET LUNCH, DRINK AND A TIP. If you are able to bring cash or a check it will expedite check in.
NON MEMBERS $35 MEETING COST INCLUDES BUFFET LUNCH, DRINK AND A TIP. If you are able to bring cash or a check it will expedite check in.
All attendees must pay as this includes our room charge.
First timers are always welcome to attend and see what we’re all about. We allow a couple of visits, after that we ask you to join our group.
Can’t wait to see you there!
First Thursday Sept 1, 2022 “Florida’s PACE Program”
Brandon Fung is the Regional Sales Director for FortiFi Financial. FortiFi has proudly offered the PACE (Property Assessed Clean Energy) program to property owners in search of low-interest, long-term financing for energy and hurricane preparedness upgrades since 2015. This simple, affordable financing model allows property owners to enjoy increased savings, comfort, and peace of mind without any upfront costs. Prior to FortiFi, Brandon spent seven years at Ygrene Energy Fund where he managed the residential inside sales team and later the small-cap commercial team. Brandon also spent a number of years in Investor Relations working with companies such as Royal Dutch Shell and OPKO Health.
Sarasota REIA First Thursday
Thursday, September 1
6pm – 8pm
Hampton Inn Sarasota / I-75 Bee Ridge
5995 Cattleridge Blvd
Sarasota, FL 34232
ph# 941.371.1900 (directions only)
Should you wish to join us remotely this First Thursday meeting will also be available via Zoom. The Zoom meeting will begin at 6:30 pm
https://zoom.us/j/925511410?pwd=ZHJZQ3RDOFFwb2c3RTdJTWNxQ1pRdz09
Meeting ID: 925 511 410 Password: 113769
Third Wednesday Lunch Meeting August 17th
Seth Marcum, VP of Business Development
National Real Estate Insurance Group
All of us who own property in Florida have been affected by the changes and challenges in property insurance.
Join us as welcome Seth Marcum of NREIG to discuss the difficulties of property owners and insurance providers and learn how NREIG can help.
Seth has over a decade of experience in the property and casualty space. He co-founded one of the first national online commercial P&C agencies that harnessed the internet as a distribution channel before its mainstream acceptance. He has extensive experience developing innovative sales and service solutions and at National Real Estate Insurance Group Seth’s skills continue to streamline processes while developing strong relationships with underwriters and educating real estate investors, e.g., SarasotaREIA, on proper coverage for their investment properties.
National Real Estate Insurance Group is largest program of its kind in the country – specifically targeting and serving the real estate investor. They offer competitive coverage for properties from single family homes up to 20-unit multifamily, including condos, mobile homes, and vacation rentals. Whether tenant-occupied, vacant or under renovation, their month-to-month customizable insurance program allows the investor to package their coverage to suit their specific property portfolio, regardless of size, into one schedule and bill. Some of their optional, standalone ancillary products include flood, earth movement, tenant protector plan, non-performing notes, self-storage, canine liability, renters’ insurance, and more.
Monthly Lunch Meeting – This is a LIVE event only
Wednesday August 17, 2022
12:00 noon until 2:oo pm
Der Dutchman
3713 Bahia Vista St
Sarasota, FL 34232
MEMBERS $25 MEETING COST INCLUDES BUFFET LUNCH, DRINK AND A TIP. If you are able to bring cash or a check it will expedite check in.
NON MEMBERS $35 MEETING COST INCLUDES BUFFET LUNCH, DRINK AND A TIP. If you are able to bring cash or a check it will expedite check in.
All attendees must pay as this includes our room charge.
First timers are always welcome to attend and see what we’re all about. We allow a couple of visits, after that we ask you to join our group.
Can’t wait to see you there!
Alaina Ray serves as the Neighborhood Development Services Director for the City of North Port, Florida, where she oversees the Planning and Zoning, Building Permitting and Inspections, and Code Enforcement Divisions. Ms. Ray has 18 years of professional planning experience, with 16 years serving local government. Prior to joining North Port, Ms. Ray most recently served as Director of Planning and Zoning in Loudoun County, Virginia, part of the Washington, D.C. metro region with over 400,000 residents and the largest concentration of data centers in the world. Most of her experience has been in Florida, where she previously held director positions for Longboat Key and Orange Park. In addition, Ms. Ray worked as a Project Manager for the U.S. Army Corps of Engineers’ Everglades Restoration Project, the largest watershed restoration project in U.S. history. Ms. Ray holds a certified planner credential through the American Institute of Certified Planners. She earned a Bachelor’s in Environmental Studies from the University of Texas at Dallas and is nearing completion of a Master’s in Public Administration.
We are back to meeting at Der Dutchman! See Details Below
Join us for lunch this Wednesday as we welcome Special Guest
J Scott!
“Would you like to do a million-dollar deal? How about a $10 million deal? Or a $100 million deal? You can!”
J Scott is an entrepreneur, investor, advisor, and partner at Bar Down Investments, focused on buying and repositioning large multifamily properties.
J is a real estate investor who has completed over 500 deals since 2008, including flipping, buy-and-hold, multi-family, notes, lending, development and new construction.
In the past fourteen years, J has bought, built, rehabbed, sold, lent-on and held over $150M in property around the country. J holds strategic advisor roles in several companies and is the author of four books on real estate investing, including the best-selling, The Book on Flipping Houses.”
Monthly Lunch Meeting – This is a LIVE event only
Wednesday April 20, 2022
12:00 noon until 2:oo pm
Der Dutchman
3713 Bahia Vista St
Sarasota, FL 34232
THE $25 MEETING COST INCLUDES BUFFET LUNCH, DRINK AND A TIP. If you are able to bring cash or a check it will expedite check in. All attendees must pay as this includes our room charge.
First timers are always welcome to attend and see what we’re all about. We allow a couple of visits, after that we ask you to join our group.
Can’t wait to see you there!
Please Note New Venue This Month
Thursday April 7 6-8
Hampton Inn/University Pkwy/I75
8565 Cooper Creek Blvd
Sarasota, FL 34201
ph# 941.371.1900 (directions only)
Sarasota REIA
First Thursday Investor Workshop
We Welcome Brian Loughrey, Chief Deputy, Sarasota County Property Appraiser!
“Current Spike in Property Valuations”
Plus How to Challenge Your Assessment
Bill Loughrey is originally from Westfield, NJ where he began his appraisal career for a private company performing revaluations for municipalities in central and northern NJ. The warm weather and lower taxes brought him to Florida in 2002 where he joined a different side of the industry as a Realtor and mortgage broker before returning to mass appraisal in 2007 with the property Appraiser’s office.
Brian has over 19 years experience in all facets of mass appraisal including defining neighborhoods, property inspection, valuation of properties, tax roll preparation, value defense, final roll preparation and management. He served as the President of the Florida Chapter of International Association of Assessing Officers and was the recipient of the Public Sector Champion award in 2014 from Thomas Reuters. Brian is a Certified Florida Evaluator and the Chief Deputy for Bill First, Sarasota County Property Appraiser, where among his top priorities are efficient and friendly service to all residents within the county and ensuring a fair, equitable and accurate valuation of all properties within Sarasota County for tax roll purposes.
Brian is married to Wynta Laughrey and resides in Sarasota with their son Zachary.
Sarasota REIA First Thursday
Thursday, April 7th, 6pm – 8pm
Hampton Inn/University Pkwy/I75
8565 Cooper Creek Blvd, Sarasota, FL 34201
ph# 941.371.1900 (directions only)
If you have any questions please contact Ed Taylor c# 941.315.8050
Should you wish to join us remotely this First Thursday meeting will also be available via Zoom. The Zoom meeting will begin at 6:30 pm
https://zoom.us/j/925511410?pwd=ZHJZQ3RDOFFwb2c3RTdJTWNxQ1pRdz09
Meeting ID: 925 511 410 Password: 113769
Join us Wednesday March 16th at noon!
Sarasota REIA continues hosting “Real Estate Rock Stars” joining us this month: David Tilney. You’ll not be disappointed! David Tilney has been managing single-family houses in Colorado Springs for 40+ years. He’s provided long-term housing for hundreds of families during his impressive career as a landlord/property manager. Even in tough rental markets, his properties stay full.
David has invested in rentals, notes, foreclosures, tax sales, IRS liens and leasehold interests. David’s nationally recognized for his skill sets for managing single-family homes and enjoys being a landlord. He believes his tenants are his greatest assets.
Tilney has a unique philosophy of property management. He works hard to foster a ‘team’ approach among his tenants, vendors and owners and believes his tenants are his greatest assets (not his properties). Where many property managers use penalties to control tenants, David favors the carrot over the stick and tries hard to reward tenants when they help his bottom line. He believes that the secret to success is to screen for the ‘best qualified’ occupants using consistent criteria that comply with federal, state and local Fair Housing laws, and then to turn over day-to-day control of the property to the tenant. “Our tenants are the ‘on-site’ managers,” says Tilney. He tries hard to treat people the way they would like to be treated. This approach has worked well for David who believes that his properties, and his relationships with tenants, generally improve over time.
David has also developed a master leasing system (more commonly seen in the commercial market) for single family houses. Master leasing is the most economical way to get into the real estate business today. Utilizing master leasing you can create cash flow in any market, control property without ownership, limit your liability, and build equity with no money down
David and his wife, Mary, spend 8 months each year in Naples FL and their summers in Colorado Springs. His unique systems and procedures allow him to manage his rental portfolio from wherever he is. David is a life-long learner and has a passion for teaching. He shares his unique system in his Hassle-Free Property Management and Master Leasing seminar which he has presented for over 29 years.
NOTE VENUE CHANGE Sarasota REIA’s monthly lunch meetings – 3rd Wed @ 12noon at Carlisle Inn and Conference Center 3727 Bahia Vista St, Sarasota, FL 34232. Lunch is $25/pp (includes drink/tip). All attendees must pay as this includes our room charge. First timers are always welcome to attend and see what we’re all about. We allow a couple of visits, after that we ask you to join our group.
NEXT MONTH (April) OUR MONTHLY LUNCH MEETINGS MOVE BACK TO DER DUTCHMAN.
We also meet the 1st Thursday of the month @ 6pm – Hampton Inn (I-75 and Cattlemen Road) 995 Cattleridge Dr, Sarasota 34232. Our 1st Thursday is always FREE – welcome to all; .
Sarasota REIA is a non-profit, member-driven organization – – questions call/text ed taylor #941.315.8050
Sarasota REIA
First Thursday Investor Workshop Thursday March 3 at 6 pm
Welcome Billy Batson!
“Automate Now – jump start your real estate investing”
Billy Batson, 29 years old, has been a full-time real estate investor for almost a decade. Billy is proof positive that one can be a successful real estate investor regardless of age, background, etc. He’s an international speaker and trainer, teaching tens of thousands of students. He’s privileged to have worked with Grant Cardone and Shark Tank’sDaymond John and Robert Herjavec. Billy has also worked with Christina Haack and Tarek El Moussa of HGTV’s Flip or Flop, along with many other big real estate brands.
Specializing in wholesaling, rehabbing, transactional engineering, and creative financing, Billy has transacted literally multi-millions of dollars in real estate and has participated in hundreds of deals. Billy is still an active, “boots on the ground” investor, and serves as CEO of REI Money Machine coaching and BMT Solutions LLC.
Sarasota REIA First Thursday
Thursday, March 3rd, 6pm – 8pm
Hampton Inn Sarasota / I-75 Bee Ridge
5995 Cattleridge Blvd, Sarasota, FL 34232
ph# 941.371.1900 (directions only)
If you have any questions please contact Ed Taylor c# 941.315.8050
Should you wish to join us remotely this First Thursday meeting will also be available via Zoom. The Zoom meeting will begin at 6:30 pm
https://zoom.us/j/925511410?pwd=ZHJZQ3RDOFFwb2c3RTdJTWNxQ1pRdz09
Meeting ID: 925 511 410 Password: 113769 Fir