Private Lending Roadmap – The Guide to Retirement

Inflation is through the roof! Stocks, Bonds, and Crypto are losing value at a record pace. Where are savvy investors going to gain security and stability? Private secured notes are not only a fantastic asset preservation strategy, they provide the steady cash flow that is almost impossible to find in volatile times. There is nothing…

Creating Massive Tax Savings To Fund Long-Term Wealth

Did you know that the IRS can subsidize building your wealth?  Imagine writing checks to finance your long-term investment strategy with the money you would have otherwise sent to the IRS to pay for your taxes!  The ultra-wealthy have used this same strategy ever since the US Tax Code was implemented. In fact, their attorneys…

Tax Pitfalls For Business Owners and Investors in Businesses

The IRS is hiring 87,000 new employees – effectively doubling in size — in order to process a previous backlog. But if you own or invest in a business, this also means the IRS agents will be focusing additional scrutiny on you and your enterprise. Want to know what they’ll be looking at so you…

NEW 2022-2023 State of the Economy and Real Estate

Dave’s is THE man in real estate and private lending. Harvard has thought so for the last 17 years. For those that don’t know Dave for some reason, you should also just hit the registration above and mark you calendar. Seriously, join all the others that thank us when Dave offers to do his State of…

Why Resorts Are a Great Place to Invest

The hospitality market landscape has changed dramatically is the last few years. New market spaces like AirBnB and VRBO, and trends like the popularity of drive-to destinations have delivered substantial returns for perceptive investors. Similarly, the resort market is being reshaped by new players and formats. Join Accountable Equity’s Amit Gaglani for a look at…

Why Real Estate Investors Should Love ‘Digital Real Estate’

Attendees will learn why Ecommerce is an important asset class to invest in and why it’s more like physical real estate than they might think. Attendees will see how to invest in a fully automated Amazon or Walmart ecommerce business that not only generates passive cash flow but appreciates in value over time. Attendees will…

Going Global: The 10 Biggest International Real Estate Investing Mistakes

Diversifying your investments is important to stability, growth, lowering tax burdens and spreading risk. This not only applies to investing across asset classes, but also to investing globally. For the same reasons asset classes perform differently, national and regional economies around the globe do as well. But why not take the next step? Why not…

Understanding Carbon Markets As Ethical Investment

Beyond investing in ‘green’ technologies and energy, what other opportunities exist in the global ESG decarbonization effort? Join Demian Klenk, founder of 6c-Index to gain an understanding of how carbon markets work, the role of carbon credits, how digital currencies will play a role and how investors can participate. 6c-Index is a financial institution on…

The BRRRR Real Estate Investing Method with David Dodge

The BRRRR Method — Buy. Rehab. Rent. Refinance. Repeat. — is David Dodge’s strategy to acquire properties at a discount, prepare them for rental income generation, then refinance to build a rental property portfolio or do serial fix and flips. David Dodge is a St. Louis Real Estate Investor with over 18 years of experience….

Investing in Fast-Growth Industrial Commercial Real Estate

Which real estate asset class has the fastest growing rent? With COVID behind us, supply chains undergoing reconfiguration and the anticipated ‘re-shoring’ of key manufacturing operations, industrial commercial real estate is enjoying the fastest rent growth of any real estate sector. Like self-storage and mobile home parks, light industrial parks are being acquired from ‘mom-and-pop’…