June 4th
It’s Not “Get Rich Quick”,
It’s “Get Rich and Stay Rich”…
Just looking for your free first-time guest pass? Go HERE.
Here at COREE, our entire goal is to give you the knowledge and resources you need to reach your REAL real estate goal—complete financial freedom. As in the kind where your ASSETS, not your time, create all the money you need to pay all your bills and let you spend your time on things you’re passionate about.
And that means making sure you’re up to date on strategies that produce massive, passive income now and in your retirement years (which, we hope, start before you’re 65!).
Our June 4th meeting is about 2 of the most powerful of those strategies…
7:30-9:00
How (and Why) to Invest in Real Estate
in Your IRA (or someone else’s)
with Kent Kinzer
In our opinion, EVERY real estate entrepreneur needs to be familiar with how to use self-directed tax-deferred plans—IRAs, 401Ks, even Health Savings Accounts and Coverdale Education Savings Accounts—to purchase real estate, notes, and other investments.
Why? Because there are HUNDREDS OF BILLIONS of dollars locked up in these plans, many of them earning pitiful returns for their owners, and waiting for someone like you to come up with a way to invest them more profitably.
Whether it’s YOUR retirement plan that could be doing real estate deals without paying taxes on them, or you have friends who should be investing in YOUR deals, you can’t make this huge funding source work for you unless you understand HOW it works.
And heaven knows there’s a lot of BAD info out there on the internet about what you can and can’t do, so we’ve just gone ahead and hired one of the top experts in the county to share:
- Which accounts (Roth IRAs, traditional IRAs, SEPs, SIMPLE plans, CESAs, HSAs) can be used to do a Self-Directed IRA investment
- Which are “tax deferred” and which are “tax free”
- How you can partner accounts together to do a joint investment that you don’t have enough money to do on your own—even with family members
- How to grow YOUR plan faster by being an equity partner instead of just a “private lender”
- How you can get started on a really wealthy retirement, even if you don’t have a bunch of money to contribute to your retirement plan right now
Kent Kinzer is the Business Development Senior Manager for Equity Trust Company, and because he’s had years of experience working with self-directed IRA investors, teaches a lot of the lesser known aspects of IRA investment techniques. We’re thrilled to have him here to educate us and answer all those pesky questions about these powerful plans.
6:00-7:00
Why You Should Consider Investing
in 4-40 unit Apartments with Mark Hutton
Mark Hutton has a niche in the real estate world that lots of investors don’t know much about: 10-40 unit apartment buildings. They’re too big for flippers, and too small for your big commercial competitors, so they’re lower-competition than a lot of other property classes; but they’re still relatively easy to find and finance. If you’ve wondered about the opportunities, challenges, the profit possibilities of these properties, come hear Mark discuss why they’re his favorite—and talk about the new COREE Apartment buyer’s focus group, coming soon!
Here's the complete agenda: come when you can, and you’ll be glad you did!
5:30 Free dinner and networking (for members and guests) Ask the Expert Tables open (members only)
6:00 Early workshop: Investing in 4-40 unit apartments
7:00 Central Ohio Real Estate Market Update Guest Orientation Buy-Sell-Trade (members only) Member deal of the month
7:30 Investing in Retirement Plans
9:00 Networking in the hotel bar