Speakers & Agenda

Investher con 2024

Sunday

June 2, 2024

Monday

June 3, 2024

Tuesday

June 4, 2024

2:00 PM - 5:00 PM

Workshops:  THE SECRET TO BUILDING A BUSINESS WITHOUT BURNOUT WITH ALECIA ST. GERMAIN

SCALING UP IN MULTIFAMILY IN TODAY'S MARKET WITH MATT FAIRCLOTH

1:00 PM - 7:00 pm

Registration for Attendees/ Workshops

5:00 pm - 7:00 pm

Pre-Networking Event

SUNDAY

8:00 AM - 5:00 PM

Registration

8:00 AM - 9:00 AM

Coffee/Exhibitor Time

9:00 AM - 9:45 AM

Welcome

10:15 AM - 10:45 AM

Break/Exhibitor Time 

9:45 AM - 10:15 AM

Sallie Krawcheck | Take Control of Your Financial Future Now

10:45 AM - 11:30 AM

Liz & Andresa | Live Mastermind

12:15 PM - 12:45 PM

Liz Faircloth | How to Uncover and Leverage Your Core Genius

11:30 AM - 12:15 PM

Kathy Fettke & Krista Fettke | The 2024 Economic Outlook: Domestic and International Opportunities

12:45 PM - 1:45 PM

Lunch/Exhibitor Time

1:45 PM - 2:30 PM

Anna Li | The Ultimate Guide to Hiring an Assistant

1:45 PM - 2:30 PM

Sunitha Rao | Moving Beyond your Past: It's Time to Rewrite YOUR Story 

1:45 PM - 2:30 PM

Anne Marie Rogers | Strategic Steps to Retirement: Planning Your Financial Future

2:30 PM - 3:15 PM

Mindful Break/Exhibitor Time 

5:00 PM - 7:00 PM

Network/Exhibitor Time

3:45 PM - 5:00 PM

Liz & Andresa | STRIVE Higher

6:00 PM - 8:00 PM

Speaker's Dinner 

MONDAY

3:15 PM - 3:45 PM

Amy McLaren | From Passion to Purpose

8:00 AM - 8:45 AM

Coffee/Exhibitor Time 

7:30 AM - 9:00 AM

STRIVE Breakfast - exclusive event for STRIVE members

8:00 AM - 9:00 AM

Registration 

9:45 AM - 10:15 AM

Andresa Guidelli | Step By Step On How To Appeal & Raise The Value Of Your Appraisal

9:00 AM - 9:45 AM

Terri Cole | The Boundary Factor: Finding Success Beyond Time Management

10:15 AM - 10:30 AM

Transition

10:30 AM - 11:15 AM

Brenda Chen & Melissa Korda  | Choosing the Right Loan: A Guide to Real Estate Financing

10:30 AM - 11:15 AM

Datha Santomieri | Landlord Insurance: Strategies to Protect Your Portfolio

10:30 AM - 11:15 AM

Isabelle Guarino | Recession-Proof Strategy: The Power of Residential Assisted Living

11:45 AM - 12:30 PM

POD Mentors | Strategies to Master Your Decision-Making Process

11:15 AM - 11:45 AM

Mindful Break/Exhibitor Time 

12:30 PM - 1:30 PM

Lunch/Exhibitor Time 

1:30 PM - 2:00 PM

Mary Ellen Iskenderian | Empowering a Billion: The Transformative Power of Women’s Financial Inclusion

2:00 PM - 2:45 PM

Anna Kelley | Good Deal Bad Deal - Seller Financing Edition: The Secret Weapon to Boost Profits & Close More Deals

3:15 PM - 4:00 PM

Charlotte Dunford | Mobile Home Park: Navigating the Affordable Housing Challenge

2:45 PM - 3:15 PM

Mindful Break/Exhibitor Time 

3:15 PM - 4:00 PM

Angela Matthews | REITs: The Future of Real Estate Investing

3:15 PM - 4:00 PM

Pam Bardhi | The Art of the Exit: Creative Strategies for Max Profitability

4:00 PM - 4:15 PM

Transition 

5:00 PM - 5:45 PM

Kim Kiyosaki | New Paths: Reinventing Yourself and Your Business

4:15 PM - 5:00 PM

Panel | Exploring Alternative Investments to Diversify Your Portfolio

7:30 PM - 10:00 PM

Cocktail Hour & White Party 

TUESDAY

The 2024 Economic Outlook: Domestic and International Opportunities

Take Control of Your Financial Future Now

Identifying untapped markets in the U.S. and abroad, and preparing for economic uncertainties, is crucial to growing your portfolio and building generational wealth.

During this special session, Kathy and Krista Fettke, a dynamic mother-daughter duo, will bring a wealth of knowledge from both national and international markets to the table. Kathy, who has helped investors acquire over $1.2 billion in real estate assets over the past twenty years, along with Krista, a specialist in cash flow vacation rentals in Spain, Portugal, Mexico, and Panama, will offer an unparalleled perspective.

You will leave the session understanding the implications of the anticipated Federal Reserve "pivot," the state of the union of the residential real estate landscape, and a clear vision of where the opportunities lie ahead, even in the face of potential economic slowdowns. Additionally, they will provide a snapshot of what is available overseas as opportunities for investment, giving you a broader outlook on global real estate investment possibilities.

Nothing bad happens when women get more money; instead, it leads to positive outcomes for both individuals and society as a whole. Financially empowering women can catalyze a shift in societal dynamics, creating more opportunities for investment, influence, and contributions to economic growth. In this session,

Sallie Krawcheck, hailed as 'the most powerful woman on Wall Street', CEO and co-founder of Ellevest—a pioneering investment platform for women with over $1.9 billion in assets under management—will guide you through the steps to take control of your financial future by leveraging and investing in your inherent strengths. Sallie will also unveil what is at stake if women delay taking action.

Don't miss this chance to learn from one of the most influential voices in finance on how to bolster your wealth and secure your financial independence.

Sallie Krawcheck

Kathy Fettke + Krista Fettke

The Boundary Factor: Finding Success Beyond Time Management

In the fast-paced world of real estate, investors consistently seek more time to scale their businesses. This session challenges this mindset and instead shifts the focus towards establishing firm yet flexible boundaries, a crucial skill for preventing burnout and enhancing productivity. 

Terri Cole, a licensed psychotherapist and author of 'Boundary Boss,' brings over two decades of experience. She will provide practical strategies to help attendees manage their time and energy better, enabling them to achieve their goals without sacrificing health or family life.

Terri Cole

Empowering a Billion: The Transformative Power of Women’s Financial Inclusion

In a world where nearly one billion women remain outside the formal financial system, closing the financial gender gap remains more important than ever – both as a driver of gender equality and to leverage an untapped $700 billion business opportunity. Mary Ellen Iskenderian, CEO and President of Women’s World Banking, is a passionate advocate for women’s empowerment and access to finance, urging the banking industry to view this community as a powerful new market of small business owners, heads of households, and consumers of financial products and services. Her expertise also covers the unique role that women play in response to global crises and the impact that financial inclusion can have on their ability to be agents of change.

In her keynote she will outline actions that need to be taken by all of us: policy makers, financial service providers, investors, and consumers to bring financial equity to women. She will share examples of how Women’s World Banking has helped more than 37 million women over the last few years to navigate the financial system more effectively, make better informed decisions and build their confidence and resilience. 

Join us for an inspiring session on how we can collectively work towards a more inclusive world.

Mary Ellen Iskenderian

Good Deal Bad Deal - Seller Financing Edition: The Secret Weapon to Boost Profits & Close More Deals

In a market characterized by high interest rates and low inventory, many investors find themselves unable to leverage traditional financing methods to close deals. During our 'Good Deal Bad Deal' session, Anna Kelley, a seasoned real estate investor with a $300 million portfolio across five different states, will unveil the secrets to successfully utilizing the 'seller financing' strategy.

Anna has mastered the art of building rapport with sellers, making compelling win-win offers, and maximizing returns. She is ready to review the strategies she used while teaching you how to analyze two specific deals for a hands-on learning experience. You will evaluate these opportunities in real-time, and you will leave the presentation with the skills to leverage this strategy and confidently differentiate a profitable deal from a less favorable one.

Anna Kelley

New Paths: Reinventing Yourself and Your Business

Facing a crossroads in your investment journey can be daunting, especially when the path forward isn't clear. In this presentation, Kim Kiyosaki will share her journey through pivotal changes and reinventions that propelled her towards a more fulfilling path. Whether you're navigating unplanned personal or business transitions, you'll gain the clarity needed to make confident decisions.

This session offers more than just insights from Kim's experiences; it's an opportunity to engage, ask questions, and seek inspiration for your own journey of reinvention. Don't miss the chance to interact directly at the end.

Kim Kiyosaki

Keynote Speakers

Panels

Alecia St. Germain

Dr. Rachel Gainsbrugh

Camille Davis

An average person makes approximately 35,000 choices daily, from routine tasks to pivotal life decisions. Success hinges on decision-making mastery, yet the fear of error often leads to overthinking and procrastination, stalling progress. This panel showcases seasoned investors discussing strategies for making confident decisions to enhance investment portfolios, build thriving businesses, and lead fulfilling lives. Attendees gain exclusive access to the "Decision-Making Framework," a guide offering essential questions for evaluating decisions from multiple angles, resulting in confident choices.

Strategies to Master Your Decision-Making Process

Mandy McAllister

Stephanie Cabral  

Jennifer Staats

Lisa Berger

Whitney Elkins-Hutten

Diversifying portfolios presents a unique set of challenges, especially for women exploring the pros and cons of each industry. This engaging panel discussion features three distinguished women, each bringing a wealth of experience and unique insights into alternative investments.

First, we have Jaime Swartz, a seasoned options trader and portfolio manager with over 15 years of experience on Wall Street. Jaime's dedication to empowering women in the stock market has made her an influential figure in finance. Next, Joni Wolfswinkel stands out as a renowned real estate broker and entrepreneur. With deep knowledge in property management franchises and multi-business ownership, Joni has claimed top honors for her outstanding business practices in 2023 for best Franchise owners in North America.

Our next panelist is Whitney Elkins-Hutten brings a versatile investment portfolio to the table, with involvement in over $800MM in real estate. This includes more than 6500 residential units, 15 express car washes, and over 2200 self-storage units across 11 states. Whitney offers valuable insights into investing in car washes and ATMs. Finally, we have Lisa Berger, the founder of a women-owned bank in formation—a pioneering institution dedicated to empowering women in the financial sector—provides targeted support through loan assistance, educational resources, and mentorship programs. She is building more than just a financial institution; it is a vital resource and network for women determined to scale and grow their ventures. This initiative addresses the critical gap in funding for women-led businesses and champions the cause of gender equality in the banking sector, setting a new standard for community-focused, mission-driven banking.

Together, these accomplished women will reveal the untapped potential of alternative assets and strategies to consider to strengthen your portfolio. Learn from their experiences in breaking barriers, building confidence, and growing investment portfolios.

Exploring Alternative Investments to Diversify Your Portfolio

Jaime Swartz

Joni Wolfswinkel,

Panels

Strategies to Master Your Decision-Making ProcessStrategies to Master Your Decision-Making Process

An average person makes approximately 35,000 choices daily, from routine tasks to pivotal life decisions. Success hinges on decision-making mastery, yet the fear of error often leads to overthinking and procrastination, stalling progress. This panel showcases seasoned investors discussing strategies for making confident decisions to enhance investment portfolios, build thriving businesses, and lead fulfilling lives. Attendees gain exclusive access to the "Decision-Making Framework," a guide offering essential questions for evaluating decisions from multiple angles, resulting in confident choices.

Camille Davis

Mandy McAllister

Alecia St. Germain

Dr. Rachel Gainsbrugh

Stephanie Cabral  

Jennifer Staats

Exploring Alternative Investments to Diversify Your Portfolio

Diversifying portfolios presents a unique set of challenges, especially for women exploring the pros and cons of each industry. This engaging panel discussion features three distinguished women, each bringing a wealth of experience and unique insights into alternative investments.

First, we have Jaime Swartz, a seasoned options trader and portfolio manager with over 15 years of experience on Wall Street. Jaime's dedication to empowering women in the stock market has made her an influential figure in finance.

Next, Joni Wolfswinkel stands out as a renowned real estate broker and entrepreneur. With deep knowledge in property management franchises and multi-business ownership, Joni has claimed top honors for her outstanding business practices in 2023 for best Franchise owners in North America.

Our next panelist is Whitney Elkins-Hutten brings a versatile investment portfolio to the table, with involvement in over $800MM in real estate. This includes more than 6500 residential units, 15 express car washes, and over 2200 self-storage units across 11 states. Whitney offers valuable insights into investing in car washes and ATMs.

Finally, we have Lisa Berger, the founder of a women-owned bank in formation—a pioneering institution dedicated to empowering women in the financial sector—provides targeted support through loan assistance, educational resources, and mentorship programs. She is building more than just a financial institution; it is a vital resource and network for women determined to scale and grow their ventures. This initiative addresses the critical gap in funding for women-led businesses and champions the cause of gender equality in the banking sector, setting a new standard for community-focused, mission-driven banking.

Together, these accomplished women will reveal the untapped potential of alternative assets and strategies to consider to strengthen your portfolio. Learn from their experiences in breaking barriers, building confidence, and growing investment portfolios.

Whitney Elkins-Hutten

Jaime Swartz

Joni Wolfswinkel

Lisa Berger

Exploring Alternative Investments to Diversify Your Portfolio

Diversifying portfolios presents a unique set of challenges, especially for women exploring the pros and cons of each industry. This engaging panel discussion features three distinguished women, each bringing a wealth of experience and unique insights into alternative investments.

First, we have Jaime Swartz, a seasoned options trader and portfolio manager with over 15 years of experience on Wall Street. Jaime's dedication to empowering women in the stock market has made her an influential figure in finance.

Next, Joni Wolfswinkel stands out as a renowned real estate broker and entrepreneur. With deep knowledge in property management franchises and multi-business ownership, Joni has claimed top honors for her outstanding business practices in 2023 for best Franchise owners in North America.

Our next panelist is Whitney Elkins-Hutten brings a versatile investment portfolio to the table, with involvement in over $800MM in real estate. This includes more than 6500 residential units, 15 express car washes, and over 2200 self-storage units across 11 states. Whitney offers valuable insights into investing in car washes and ATMs.

Finally, we have Lisa Berger, the founder of a women-owned bank in formation—a pioneering institution dedicated to empowering women in the financial sector—provides targeted support through loan assistance, educational resources, and mentorship programs. She is building more than just a financial institution; it is a vital resource and network for women determined to scale and grow their ventures. This initiative addresses the critical gap in funding for women-led businesses and champions the cause of gender equality in the banking sector, setting a new standard for community-focused, mission-driven banking.

Together, these accomplished women will reveal the untapped potential of alternative assets and strategies to consider to strengthen your portfolio. Learn from their experiences in breaking barriers, building confidence, and growing investment portfolios.

Whitney Elkins-Hutten

Jaime Swartz

Joni Wolfswinkel

Lisa Berger

Strategies to Master Your Decision-Making ProcessStrategies to Master Your Decision-Making Process

An average person makes approximately 35,000 choices daily, from routine tasks to pivotal life decisions. Success hinges on decision-making mastery, yet the fear of error often leads to overthinking and procrastination, stalling progress. This panel showcases seasoned investors discussing strategies for making confident decisions to enhance investment portfolios, build thriving businesses, and lead fulfilling lives. Attendees gain exclusive access to the "Decision-Making Framework," a guide offering essential questions for evaluating decisions from multiple angles, resulting in confident choices.

Camille Davis

Mandy McAllister

Alecia St. Germain

Dr. Rachel Gainsbrugh

Stephanie Cabral  

Jennifer Staats

Speakers

Anna Li

 Building a team and reclaiming time are critical in establishing a sustainable business. In this session, we address the crucial and challenging first step of this journey: hiring your initial team member. 

Led by Anna Li, a specialist in transforming investors into strategic leaders, the session will offer an in-depth guide on finding reliable candidates, navigating the hiring process, setting compensation, and mastering delegation and productivity strategies. You'll acquire the knowledge and confidence needed to build a dependable team, putting you on a faster track to financial freedom.

The Ultimate Guide to Hiring an Assistant

Brenda Chen &
Melissa Korda

Many investors miss out on closing deals simply because they don’t get approved by lenders. The key is to find diverse loan options that take your specific scenario into consideration and help you close the deal.

During this comprehensive session on understanding the different loan products available, Melissa Korda and Brenda Chen will bring their 10 years of experience in the lending industry to the table and explore the pros and cons of each option.

Drawing from over $5.5 billion in successful real estate transactions, they will dissect real-life case studies to reveal effective deal structuring for lucrative exits. You will learn essential questions to ask when shopping for loans, how to identify unfavorable situations, and, most importantly, how to choose the loan that best aligns with your investment objectives.

Choosing the Right Loan: A Guide to Real Estate Financing

Sunitha Rao 

Overcoming setbacks, rebuilding confidence, and not allowing your past to define your future are crucial for women investors to achieve their goals. During this presentation, Sunitha Rao, a former Olympic tennis player who, at the young age of 23, faced the daunting task of reinventing herself post-retirement with limited education and resources, will share her remarkable transformation into a successful real estate investor. You will learn strategies to transform your stumbling blocks into stepping stones, so you can build the life that you want.

Moving Beyond your Past: It's Time to Rewrite YOUR Story 

Angela Matthews 

Dive into the world of Real Estate Investment Trusts (REITs) with Ange Matthews, a seasoned investor with over 12 years of experience, who transformed her financial landscape from earning $40,000 a year and grappling with six figures in debt to securing a seven-figure passive income.

By investing in income-producing real estate through REITs, in addition to other investments, without the need to directly purchase properties, Ange became a hotel owner, real estate and angel investor, and a shareholder in over 89 companies. In this session, you will learn how to identify promising REIT opportunities, manage risks, and leverage this strategy to diversify your investment portfolio. Stay informed with in-depth analyses of current and future market trends, and gain the knowledge you need to make confident investment decisions.

Explore the benefits of lower upfront cash requirements and accessibility regardless of skill level in the realm of REITs, as Ange unveils the potential for all investors to thrive in this dynamic market. 

REITs: The Future of Real Estate Investing

Anne Marie Rogers 

As self-employed real estate investors, having access to alternative investment options allows us to gain confidence in our path toward building a successful retirement plan.

In this session, Anne Marie Rogers, bringing 11 years of experience in retirement planning and personal investment success, will guide investors seeking to diversify their retirement savings beyond the conventional stock market into tangible assets. She will unveil the untapped benefits of a Self-Directed IRA (SDIRA) as a strategic tool for leveraging real estate expertise to build retirement wealth, highlighting the ability to utilize non-recourse loans for purchasing real estate and the associated tax benefits.

By strategically utilizing an SDIRA, self-employed individuals can proactively manage their retirement planning, diversify their portfolio, and potentially secure higher returns on their investments.

Strategic Steps to Retirement: Planning Your Financial Future

The Ultimate Guide to Hiring an Assistant

Charlotte Dunford 

As the demand for cost-effective living solutions rises, mobile home parks have emerged as one of the recession-resistant assets investors should take into consideration. Navigating this asset class comes with its unique set of challenges and opportunities. In this session,

Charlotte Dunford, a seasoned investor managing a portfolio of 26 mobile home parks and overseeing more than $4.3 million in investor funds, will explore the current landscape of mobile home parks. She'll break down strategies for effective ways to add value to a mobile home park, equipping attendees with the knowledge needed to analyze and invest in their first mobile home park."

Mobile Home Park: Navigating the Affordable Housing Challenge

The Ultimate Guide to Hiring an Assistant

Pam Bardhi

Isabelle Guarino

In today's market, developing the skills to evaluate a property's full potential and explore various pathways to maximize investment returns is more crucial than ever. In this hands-on session, Pam Bardhi, who transformed her life from delivering pizzas to building a 9-figure real estate empire by the age of 27, will share case studies from her extensive portfolio. She'll illustrate the strategic deployment of diverse exit strategies, such as condo conversions, subdivision of lots, accessory dwelling units (ADUs), and co-living arrangements.

Don't miss this opportunity to add new strategies to your "toolbox" that might turn a negative cash flow into a lucrative property.

The US Census reports that each month, about 120,000 individuals turn 85, with 70% requiring senior care.

In this session, Isabelle Guarino, an industry expert, will explore three ways to engage in Residential Assisted Living (RAL): 1) owning the real estate and leasing it to an operator, 2) directly owning and operating the business, and 3) becoming a private lender or JV partner. Leveraging over a decade of experience and a legacy initiated by her father, the 'Godfather of Assisted Living,' this presentation is your gateway to making informed decisions in the elder care sector.

The Art of the Exit: Creative Strategies for Max Profitability

Recession-Proof Strategy: The Power of Residential Assisted Living

Datha Santomieri 

 Having the right insurance is crucial for investors aiming to protect their portfolios and reduce their liabilities. In this session, Datha Santomieri, who brings 18 years of experience in the insurance industry to the table, will unravel how the insurance market's changes might impact you, especially when acquiring new properties.

You'll discover the states facing insurance challenges and regulatory changes, and learn how to select coverage that aligns with your investment locations. Datha will also delve into the critical aspects of evaluating your current insurance coverage. Whether your concerns lie with natural disasters or ensuring comprehensive coverage for short-term rentals, she will navigate you through the essential factors to examine in your policies, enabling you to make well-informed decisions.

Landlord Insurance: Strategies to Protect Your Portfolio

The Ultimate Guide to Hiring an Assistant

Andresa Guidelli

 Got a low appraisal? During this session, Andresa will go over strategies that propelled her to triumph over low appraisal reports time and time again. Witness how she legally and ethically achieved a $300k increase in combined equity value. These invaluable tactics are essential for thriving in any economic climate. 

Step by step on how to appeal & raise the value of your appraisal

Liz Faircloth

Ever feel like you are not 100% certain on what you are truly “good” at? In today's fiercely competitive climate, real estate investors must harness their unique strengths to thrive. Don't let self-doubt hold you back any longer.

Join us for a powerful presentation led by Liz, where she will unveil a game-changing process to uncover and leverage your core genius, allowing you to build your business on your own terms.

How to Uncover and Leverage Your Core Genius

The Ultimate Guide to Hiring an Assistant

Amy McLaren

Join Amy McLaren, author of "Passion to Purpose," as she shares her transformative journey from discovering her passion to living a purpose-driven life. Fifteen years ago, Amy and her husband embarked on a mission through their nonprofit, Village Impact, to enhance education in rural Kenya, positively affecting over 5,000 children daily. They have also established a multifaceted operation center in Nakuru, which doubles as a luxurious Airbnb, event, and retreat space. Remarkably, 100% of its net profits are channeled back into educational programs that empower local communities. Discover how you can contribute and make an impact.

From Passion to Purpose

Speakers

Anna Li

THE ULTIMATE GUIDE TO HIRING AN ASSISTANT

Sunitha Rao 

MOVING BEYOND YOUR PAST: IT'S TIME TO REWRITE YOUR STORY 

Overcoming setbacks, rebuilding confidence, and not allowing your past to define your future are crucial for women investors to achieve their goals. During this presentation, Sunitha Rao, a former Olympic tennis player who, at the young age of 23, faced the daunting task of reinventing herself post-retirement with limited education and resources, will share her remarkable transformation into a successful real estate investor. You will learn strategies to transform your stumbling blocks into stepping stones, so you can build the life that you want.

Brenda Chen &
Melissa Korda

CHOOSING THE RIGHT LOAN: A GUIDE TO REAL ESTATE FINANCING

Many investors miss out on closing deals simply because they don’t get approved by lenders. The key is to find diverse loan options that take your specific scenario into consideration and help you close the deal. During this comprehensive session on understanding the different loan products available, Melissa Korda and Brenda Chen will bring their 10 years of experience in the lending industry to the table and explore the pros and cons of each option.

Drawing from over $5.5 billion in successful real estate transactions, they will dissect real-life case studies to reveal effective deal structuring for lucrative exits. You will learn essential questions to ask when shopping for loans, how to identify unfavorable situations, and, most importantly, how to choose the loan that best aligns with your investment objectives.

Datha Santomieri 

LANDLORD INSURANCE: STRATEGIES TO PROTECT YOUR PORTFOLIO

 Having the right insurance is crucial for investors aiming to protect their portfolios and reduce their liabilities. In this session, Datha Santomieri, who brings 18 years of experience in the insurance industry to the table, will unravel how the insurance market's changes might impact you, especially when acquiring new properties.

You'll discover the states facing insurance challenges and regulatory changes, and learn how to select coverage that aligns with your investment locations. Datha will also delve into the critical aspects of evaluating your current insurance coverage. Whether your concerns lie with natural disasters or ensuring comprehensive coverage for short-term rentals, she will navigate you through the essential factors to examine in your policies, enabling you to make well-informed decisions.

Anne Marie Rogers 

STRATEGIC STEPS TO RETIREMENT: PLANNING YOUR FINANCIAL FUTURE

As self-employed real estate investors, having access to alternative investment options allows us to gain confidence in our path toward building a successful retirement plan. In this session, Anne Marie Rogers, bringing 11 years of experience in retirement planning and personal investment success, will guide investors seeking to diversify their retirement savings beyond the conventional stock market into tangible assets. She will unveil the untapped benefits of a Self-Directed IRA (SDIRA) as a strategic tool for leveraging real estate expertise to build retirement wealth, highlighting the ability to utilize non-recourse loans for purchasing real estate and the associated tax benefits. By strategically utilizing an SDIRA, self-employed individuals can proactively manage their retirement planning, diversify their portfolio, and potentially secure higher returns on their investments.

Angela Matthews 

REITS: THE FUTURE OF REAL ESTATE INVESTING

Dive into the world of Real Estate Investment Trusts (REITs) with Ange Matthews, a seasoned investor with over 12 years of experience, who transformed her financial landscape from earning $40,000 a year and grappling with six figures in debt to securing a seven-figure passive income. By investing in income-producing real estate through REITs, in addition to other investments, without the need to directly purchase properties, Ange became a hotel owner, real estate and angel investor, and a shareholder in over 89 companies. In this session, you will learn how to identify promising REIT opportunities, manage risks, and leverage this strategy to diversify your investment portfolio. Stay informed with in-depth analyses of current and future market trends, and gain the knowledge you need to make confident investment decisions. Explore the benefits of lower upfront cash requirements and accessibility regardless of skill level in the realm of REITs, as Ange unveils the potential for all investors to thrive in this dynamic market. 

Charlotte Dunford 

MOBILE HOME PARK: NAVIGATING THE AFFORDABLE HOUSING CHALLENGE

As the demand for cost-effective living solutions rises, mobile home parks have emerged as one of the recession-resistant assets investors should take into consideration. Navigating this asset class comes with its unique set of challenges and opportunities. In this session, Charlotte Dunford, a seasoned investor managing a portfolio of 26 mobile home parks and overseeing more than $4.3 million in investor funds, will explore the current landscape of mobile home parks. She'll break down strategies for effective ways to add value to a mobile home park, equipping attendees with the knowledge needed to analyze and invest in their first mobile home park.

Angela Matthews 

REITS: THE FUTURE OF REAL ESTATE INVESTING

Dive into the world of Real Estate Investment Trusts (REITs) with Ange Matthews, a seasoned investor with over 12 years of experience, who transformed her financial landscape from earning $40,000 a year and grappling with six figures in debt to securing a seven-figure passive income. By investing in income-producing real estate through REITs, in addition to other investments, without the need to directly purchase properties, Ange became a hotel owner, real estate and angel investor, and a shareholder in over 89 companies. In this session, you will learn how to identify promising REIT opportunities, manage risks, and leverage this strategy to diversify your investment portfolio. Stay informed with in-depth analyses of current and future market trends, and gain the knowledge you need to make confident investment decisions. Explore the benefits of lower upfront cash requirements and accessibility regardless of skill level in the realm of REITs, as Ange unveils the potential for all investors to thrive in this dynamic market. 

Angela Matthews 

REITS: THE FUTURE OF REAL ESTATE INVESTING

Dive into the world of Real Estate Investment Trusts (REITs) with Ange Matthews, a seasoned investor with over 12 years of experience, who transformed her financial landscape from earning $40,000 a year and grappling with six figures in debt to securing a seven-figure passive income. By investing in income-producing real estate through REITs, in addition to other investments, without the need to directly purchase properties, Ange became a hotel owner, real estate and angel investor, and a shareholder in over 89 companies. In this session, you will learn how to identify promising REIT opportunities, manage risks, and leverage this strategy to diversify your investment portfolio. Stay informed with in-depth analyses of current and future market trends, and gain the knowledge you need to make confident investment decisions. Explore the benefits of lower upfront cash requirements and accessibility regardless of skill level in the realm of REITs, as Ange unveils the potential for all investors to thrive in this dynamic market. 

Pam Bardhi

THE ART OF THE EXIT: CREATIVE STRATEGIES FOR MAX PROFITABILITY

In today's market, developing the skills to evaluate a property's full potential and explore various pathways to maximize investment returns is more crucial than ever. In this hands-on session, Pam Bardhi, who transformed her life from delivering pizzas to building a 9-figure real estate empire by the age of 27, will share case studies from her extensive portfolio. She'll illustrate the strategic deployment of diverse exit strategies, such as condo conversions, subdivision of lots, accessory dwelling units (ADUs), and co-living arrangements. Don't miss this opportunity to add new strategies to your "toolbox" that might turn a negative cash flow into a lucrative property.

Isabelle Guarino

RECESSION-PROOF STRATEGY: THE POWER OF RESIDENTIAL ASSISTED LIVING

The US Census reports that each month, about 120,000 individuals turn 85, with 70% requiring senior care. In this session, Isabelle Guarino, an industry expert, will explore three ways to engage in Residential Assisted Living (RAL): 1) owning the real estate and leasing it to an operator, 2) directly owning and operating the business, and 3) becoming a private lender or JV partner. Leveraging over a decade of experience and a legacy initiated by her father, the 'Godfather of Assisted Living,' this presentation is your gateway to making informed decisions in the elder care sector.

Liz Faircloth

HOW TO UNCOVER AND LEVERAGE YOUR CORE GENIUS

Ever feel like you are not 100% certain on what you are truly “good” at? In today's fiercely competitive climate, real estate investors must harness their unique strengths to thrive. Don't let self-doubt hold you back any longer. Join us for a powerful presentation led by Liz, where she will unveil a game-changing process to uncover and leverage your core genius, allowing you to build your business on your own terms.

Andresa Guidelli

STEP BY STEP ON HOW TO APPEAL & RAISE THE VALUE OF YOUR APPRAISAL

 Got a low appraisal? During this session, Andresa will go over strategies that propelled her to triumph over low appraisal reports time and time again. Witness how she legally and ethically achieved a $300k increase in combined equity value. These invaluable tactics are essential for thriving in any economic climate. 

 Building a team and reclaiming time are critical in establishing a sustainable business. In this session, we address the crucial and challenging first step of this journey: hiring your initial team member. 

Led by Anna Li, a specialist in transforming investors into strategic leaders, the session will offer an in-depth guide on finding reliable candidates, navigating the hiring process, setting compensation, and mastering delegation and productivity strategies. You'll acquire the knowledge and confidence needed to build a dependable team, putting you on a faster track to financial freedom.

Amy McLaren

From Passion to Purpose

Join Amy McLaren, author of "Passion to Purpose," as she shares her transformative journey from discovering her passion to living a purpose-driven life. Fifteen years ago, Amy and her husband embarked on a mission through their nonprofit, Village Impact, to enhance education in rural Kenya, positively affecting over 5,000 children daily. They have also established a multifaceted operation center in Nakuru, which doubles as a luxurious Airbnb, event, and retreat space. Remarkably, 100% of its net profits are channeled back into educational programs that empower local communities. Discover how you can contribute and make an impact.

Datha Santomieri 

LANDLORD INSURANCE: STRATEGIES TO PROTECT YOUR PORTFOLIO

 Having the right insurance is crucial for investors aiming to protect their portfolios and reduce their liabilities. In this session, Datha Santomieri, who brings 18 years of experience in the insurance industry to the table, will unravel how the insurance market's changes might impact you, especially when acquiring new properties. You'll discover the states facing insurance challenges and regulatory changes, and learn how to select coverage that aligns with your investment locations. Datha will also delve into the critical aspects of evaluating your current insurance coverage. Whether your concerns lie with natural disasters or ensuring comprehensive coverage for short-term rentals, she will navigate you through the essential factors to examine in your policies, enabling you to make well-informed decisions.

Brenda Chen 

CHOOSING THE RIGHT LOAN: A GUIDE TO REAL ESTATE FINANCING

Many investors miss out on closing deals simply because they don’t get approved by lenders. The key is to find diverse loan options that take your specific scenario into consideration and help you close the deal. During this comprehensive session on understanding the different loan products available, Melissa Korda and Brenda Chen will bring their 10 years of experience in the lending industry to the table and explore the pros and cons of each option.

Drawing from over $5.5 billion in successful real estate transactions, they will dissect real-life case studies to reveal effective deal structuring for lucrative exits. You will learn essential questions to ask when shopping for loans, how to identify unfavorable situations, and, most importantly, how to choose the loan that best aligns with your investment objectives.

Sunitha Rao

MOVING BEYOND YOUR PAST: IT'S TIME TO REWRITE YOUR STORY 

Overcoming setbacks, rebuilding confidence, and not allowing your past to define your future are crucial for women investors to achieve their goals. During this presentation, Sunitha Rao, a former Olympic tennis player who, at the young age of 23, faced the daunting task of reinventing herself post-retirement with limited education and resources, will share her remarkable transformation into a successful real estate investor. You will learn strategies to transform your stumbling blocks into stepping stones, so you can build the life that you want.

Anne Marie Rogers 

STRATEGIC STEPS TO RETIREMENT: PLANNING YOUR FINANCIAL FUTURE

As self-employed real estate investors, having access to alternative investment options allows us to gain confidence in our path toward building a successful retirement plan. In this session, Anne Marie Rogers, bringing 11 years of experience in retirement planning and personal investment success, will guide investors seeking to diversify their retirement savings beyond the conventional stock market into tangible assets. She will unveil the untapped benefits of a Self-Directed IRA (SDIRA) as a strategic tool for leveraging real estate expertise to build retirement wealth, highlighting the ability to utilize non-recourse loans for purchasing real estate and the associated tax benefits. By strategically utilizing an SDIRA, self-employed individuals can proactively manage their retirement planning, diversify their portfolio, and potentially secure higher returns on their investments.

Angela Matthews

REITS: THE FUTURE OF REAL ESTATE INVESTING

Dive into the world of Real Estate Investment Trusts (REITs) with Ange Matthews, a seasoned investor with over 12 years of experience, who transformed her financial landscape from earning $40,000 a year and grappling with six figures in debt to securing a seven-figure passive income. By investing in income-producing real estate through REITs, in addition to other investments, without the need to directly purchase properties, Ange became a hotel owner, real estate and angel investor, and a shareholder in over 89 companies. In this session, you will learn how to identify promising REIT opportunities, manage risks, and leverage this strategy to diversify your investment portfolio. Stay informed with in-depth analyses of current and future market trends, and gain the knowledge you need to make confident investment decisions. Explore the benefits of lower upfront cash requirements and accessibility regardless of skill level in the realm of REITs, as Ange unveils the potential for all investors to thrive in this dynamic market. 

Charlotte Dunford 

MOBILE HOME PARK: NAVIGATING THE AFFORDABLE HOUSING CHALLENGE

As the demand for cost-effective living solutions rises, mobile home parks have emerged as one of the recession-resistant assets investors should take into consideration. Navigating this asset class comes with its unique set of challenges and opportunities. In this session, Charlotte Dunford, a seasoned investor managing a portfolio of 26 mobile home parks and overseeing more than $4.3 million in investor funds, will explore the current landscape of mobile home parks. She'll break down strategies for effective ways to add value to a mobile home park, equipping attendees with the knowledge needed to analyze and invest in their first mobile home park."

Pam Bardhi

THE ART OF THE EXIT: CREATIVE STRATEGIES FOR MAX PROFITABILITY

In today's market, developing the skills to evaluate a property's full potential and explore various pathways to maximize investment returns is more crucial than ever. In this hands-on session, Pam Bardhi, who transformed her life from delivering pizzas to building a 9-figure real estate empire by the age of 27, will share case studies from her extensive portfolio. She'll illustrate the strategic deployment of diverse exit strategies, such as condo conversions, subdivision of lots, accessory dwelling units (ADUs), and co-living arrangements. Don't miss this opportunity to add new strategies to your "toolbox" that might turn a negative cash flow into a lucrative property.

Isabelle Guarino

RECESSION-PROOF STRATEGY: THE POWER OF RESIDENTIAL ASSISTED LIVING

The US Census reports that each month, about 120,000 individuals turn 85, with 70% requiring senior care. In this session, Isabelle Guarino, an industry expert, will explore three ways to engage in Residential Assisted Living (RAL): 1) owning the real estate and leasing it to an operator, 2) directly owning and operating the business, and 3) becoming a private lender or JV partner. Leveraging over a decade of experience and a legacy initiated by her grandfather, the 'Godfather of Assisted Living,' this presentation is your gateway to making informed decisions in the elder care sector.

Andresa Guidelli

STEP BY STEP ON HOW TO APPEAL & RAISE THE VALUE OF YOUR APPRAISAL

Got a low appraisal? During this session, Andresa will go over strategies that propelled her to triumph over low appraisal reports time and time again. Witness how she legally and ethically achieved a $300k increase in combined equity value. These invaluable tactics are essential for thriving in any economic climate. 

Liz Faircloth

HOW TO UNCOVER AND LEVERAGE YOUR CORE GENIUS

Ever feel like you are not 100% certain on what you are truly “good” at? In today's fiercely competitive climate, real estate investors must harness their unique strengths to thrive. Don't let self-doubt hold you back any longer. Join us for a powerful presentation led by Liz, where she will unveil a game-changing process to uncover and leverage your core genius, allowing you to build your business on your own terms.

Got Questions?

In the meantime, if you have any questions or concerns, don't hesitate to reach out to us, via email at investhercon@therealestateinvesther.com