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October 2019

Lifestyles Unlimited Roadshow- Newport Beach Ca. – Gene Trowbridge, Esq. CCIM

October 12

Trowbridge Sidoti is a proud sponsor of the Lifestyles Unlimited Roadshow.

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CCIM Institute’s Annual Global Conference, San Diego, Ca. – Gene Trowbridge, Esq. CCIM & Jillian Sidoti, Esq. CCIM

October 13 - October 14
Manchester Grand Hyatt San Diego, 1 Market Place
San Diego, CA 92101 United States
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Written words CCIM Global Conference

Bringing CCIM designees and other top real estate professionals together, the CCIM Global Conference is the international commercial real estate event for trading ideas that help shape the future of the industry. This year's conference is focused on building your business. Whether you're an established entrepreneur or developing your career path, you'll get practical education and professional connections that you can leverage now. Create your own customized conference experience with a variety of dynamic concurrent breakout sessions and networking options…

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LIfestyles Unlimited Roadshow. Seattle WA- Jeff McConnell & Lauren Hampton

October 19

Trowbridge Sidoti is a proud sponsor of the Lifestyles Unlimited Roadshow.

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Old Capital Multifamily Conference 2019- Gene Trowbridge, Jillian Sidoti, Jonathan Nieh

October 24 - October 25
House of Blues Dallas, 2200 N. Lamar Street
Dallas, TX 75202 United States
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$349 – $400
Old Capital Multifamily Conference 2019

Use the special code CROWDFUNDING to get  $50 off of your registration. Registration site: https://www.eventbrite.com/e/old-capital-multifamily-conference-taking-care-of-business-tickets-60380164698 https://www.oldcapitalconference.com/ You’re invited to the 2019 Old Capital Multifamily Conference in Dallas, TX. The conference is focused on owners of class B & C multifamily properties in DFW and surrounding metros in Texas. Over 700 attendees are expected and the event will sell out as there are limited tickets available. Attendees will: Meet the top multifamily listing brokers in DFW Network with local property management companies and…

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1031 Exchange vs. Opportunity Zone | Webinar

October 30 @ 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 @ 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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Lifetime Cash Flow through Real Estate- Jillian Sidoti, Esq.

November 21 @ 6:00 pm - 8:00 pm PST
Banc of California Bldg, 3 MacArthur Place
Santa Ana, CA 92707 United States
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Jillian Sidoti will be presenting to the Lifetime Cash Flow through Real Estate meetup group. This group is FOCUSED on recurring and consistent Long Term and Lifetime Cash Flow investments and will NOT be discussing speculation, fix & flips, wholesaling, single-family residential, etc.

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Webinar- The Returns Investors Are Seeking with Jillian Sidoti, Esq. CCIM

November 26 @ 11:30 am - 12:30 pm PST

What do investors want? Is there a magic number when it comes to returns? Do investors expect double digits? On this webinar, Jillian Sidoti will answer these questions while providing a proven formula for figuring out returns for your investors so that you, the entrepreneur, can be confident in your offer.

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December 2019

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

December 3 @ 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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IMN Non-LIsted Alternatives West – Jonathan Nieh, Esq.

December 4 - December 5
Monarch Beach Resort, 1 Monarch Beach Resort
Dana Point, CA 92629 United States
Information Management Network

            Sales of non-listed retail alternatives continue to rise. With a growing variety of product structures, sponsors, investment strategies and methods by which to invest, retail investors have more options than ever before. But all products are not created equal for all investors, particularly against an uncertain economic backdrop. Private and public non-listed retail alternatives, the factors impacting their investment potential and their place in investors' portfolios will be discussed along with key operational issues…

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