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September 2018

Webinar- Gene’s Most Asked Questions- 5 Biggest Mistakes I’ve Seen Syndicators Make, Maybe Even A Few I’ve Made Myself.

September 19, 2018 @ 10:30 am - 11:30 am UTC+0

What are the 5 biggest mistakes Gene has seen Syndicators make? Gene will teach you valuable lessons through examples of what he has seen over the years. He may even include some stories of personal mistakes he's made during his time as a syndicator.

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February 2019

WEBINAR- Taking Care of Your Investors- Jillian Sidoti, Esq. CCIM

February 14, 2019 @ 10:30 am - 11:30 am UTC+0
Taking Care of Your Investors Webinar

Taking excellent care of your investors is just as important as vetting any deal. Jillian will walk you through all the necessary steps to make sure you and your investors work together with ease and a high level of efficiency.   Thursday February 14, 2019 10:30 AM Pacific   Register Now!  

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WEBINAR- Paying People To Find Investors. Jillian Sidoti, Esq. CCIM

February 19, 2019 @ 10:30 am - 11:30 am PST
Webinar about Paying for Someone to Find You Investors

Have you received that call, email, or text? You know, the one from the person offering for a small fee, they will find the investors for you? Sounds too good to be it? Jillian will take a deep dive into the subject of paying people to find investors for you. You don't want to miss this! Register now!  

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June 2019

Webinar- “Common Mistakes Made By First-Time Syndicators” with Gene Trowbridge and Jonathan Nieh

June 18, 2019 @ 10:30 am - 11:30 am PDT

      Doing a syndication for the first time can be extremely exciting.  If the fear of the unknown or the worry about making a mistake holds you back, we have something for you! We talk with people all of the time who are trying to safely navigate their way through uncharted waters of Syndication and we know the mistakes that can be made. For the first time ever Gene Trowbridge and Jonathan Nieh of Trowbridge Sidoti LLP (…

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September 2019

Webinar – “Breaking the Cycle: How to Get Away from Private Money Lenders and Raise Real Capital” Jillian Sidoti, Esq. CCIM

September 3, 2019 @ 10:30 am - 11:30 am PDT
Businessman commuting to work by bike. Happy man wearing business suit riding bicycle in air. Handsome cyclist looking back on background modern downtown panorama and blue cloudy sky.

If there's ever a cycle to break, we have one for you! Jillian Sidoti, the expert in all things private money, wants to help set you free by breaking the cycle of where you find funding for your deals. Free yourself from relying on private money lenders which will allow for control and peace of mind over your business. As always, Jillian will deliver a treasure trove of information that is sure to be of high value to you now and for years to come. Register  Here:…

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Webinar – “Let’s Talk Liquidity!” Gene Trowbridge, Esq. CCIM

September 17, 2019 @ 10:30 am - 11:30 am PDT
Liquidity word on business newspaper

Liquidity is a concept that both Passive Investors and Sponsors need a solid understanding of. Gene Trowbridge, Esq. CCIM, Founding Partner of Trowbridge Sidoti LLP, will take you through all of the particulars concerning liquidity to help you prepare for and safeguard the company and its members should it be needed. Voting rights, economic interest, and possible barriers that may affect future liquidity are all factors that will be discussed in depth.

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October 2019

1031 Exchange vs. Opportunity Zone | Webinar

October 30, 2019 @ 10:30 am - 11:30 am PDT
Chess Move- Taking a closer look at Opportunity Zone FUnds and 1031 Exchange

1031 Exchange Versus An Investment In An Opportunity Zones. With the recent enactment of opportunity zone laws, many investors are wondering whether to invest via 1031 exchange or to put their capital gains into an opportunity zone fund. Gene Trowbridge and Nancee Tedeger will teach you the pros and cons of each option. You will learn about the different benefits and requirements associated with each option.     If you'd like to read a bit about Opportunity Zones, you can…

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November 2019

Webinar- Communicating with Passives Gene Trowbridge, Esq. CCIM

November 12, 2019 @ 11:30 am PST

One of the mistakes we see our clients make is not having a plan for communicating with their investors and, even if they have a communication plan, they may not follow it. During this webinar, we will discuss the language to put in a PPM and Operating Agreement explaining the various plans that clients have used to keep their investors informed. The end of the year communication with the investors is most important and we will review the approach needed…

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December 2019

“A TIC “Epidemic!” (Tenant In Common)” Webinar with Gene Trowbridge

December 3, 2019 @ 11:30 am - 12:30 pm PST

We're not talking about little insects, but about the number of requests we are getting for Tenant in Common (TIC) agreements as a part of our securities offerings. Most real estate investors who invested in the last 7-9 years have acquired quite a bit of equity and, as a result, have capital gains and cost recovery recapture to report if they sell their property. So, they look to do an IRC 1031 tax-deferred exchange, to defer their gain to the future. The…

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January 2020

Webinar- OZ UPDATE!! Final regulations for Opportunity Zones- Nancee Tegeder & Jillian Sidoti

January 28, 2020 @ 11:30 am - 12:30 pm PST
OZ update webinar

Just before Christmas, the IRS "gifted" us almost 600 pages as the final regulations for Opportunity Zones. Tune in on January 28th for an update on the changes to the preliminary regulations. We will let you know about changes to the application of 1231 gains, defining a property as vacant, extended time periods for working capital and much more.

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