March 20, 2020

For the health and safety of all,
Now Available Nationwide Only Via Livestream!

Details provided after purchase of ticket

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Attend this special event and you will learn:

  • Legal Updates Impacting Commercial Real Estate
  • Legal Updates Residential Landlords Need to Know
  • The Cheapest, Easiest, Fastest, Safest Way to Do Deals with OPM and How To Network Without Violating the Securities Laws
  • CRE Financing Strategies: Including Faster Rate Locks and Non-Recourse Options
  • Estate Planning: What Everybody Must Know About the New SECURE Act
  • CRE Insurance: How to Make Sure You Are Not Over-Paying and Have the Right Coverage
  • Tax Law Changes Affecting CRE Investors
  • Opportunity Zones: The New IRS and Treasury Regulations
  • Cannabis and Real Estate: A Good Investment?
  • Investors’ Biggest Letter of Intent Mistakes and How to Avoid Them
  • Cost Segregation: Why It’s the Biggest No-Brainer for CRE Investors Who Want More Tax Benefits and Cash Flow
  • Syndication Updates for Sponsors, Issuers and Investors
  • How to Use Artificial Intelligence to Identify Better Properties, Increase Returns and Improve Operations
  • How CRE Investors Can Optimize Strategic Diversification with Their Investment Portfolio
  • CRE Market Update and Forecast
  • Location Magic: The Ultimate Step-By-Step Hands-on Guide to Finding the Best Cities & Neighborhoods for Real Estate Investment

Symposium Schedule and Speakers*

Registration and Networking

Welcome and Introduction

with Jeff and Michelle Lerman, Partners of Lerman Law Partners, LLP

Legal Updates Impacting Commercial Real Estate

with Philip Diamond and Dan Dersham, Attorneys with Lerman Law Partners, LLP

Legal Updates Residential Landlords Need to Know

with Michael McLaughlin, Partner, Mclaughlin Sanchez

The Cheapest, Easiest, Fastest, Safest Way to Do a Deal With OPM and How to Network Without Violating the Securities Law

with Jeff Lerman

Break

Financing Strategies: CRE Financing Strategies for Today’s Economy

with George Mitsanas, Principal of Gantry

Estate Planning: What Everybody Must Know About The New SECURE Act

with Michelle Lerman

CRE Insurance: How to Make Sure You are Not Over Paying and Have the Right Coverage

with Traci Hollander, Principal, Traci Hollander Insurance Agency, Inc. (State Farm)

Tax Law Changes Affecting CRE Investors

with David Erard, CPA, Tax Partner, Armanino

Lunch

Opportunity Zones: The New IRS and Treasury Regulations

with Peter Fisher, Senior Vice President Inland Securities Corporation and Nick Gibbons, CPA, Director, Armanino Tax Practice

Cannabis and Real Estate: A Good Investment?

with Katy Young, Managing Partner, Ad Astra Law Group

Investors’ Biggest Letter of Intent Mistakes and How to Avoid Them

with Jeff Lerman

Break

Cost Segregation: Why It’s the Biggest No-Brainer for CRE Investors Who Want More Tax Benefits and Cashflow

with Yong Jeon, J.D., LL.M Taxation, Tax Partner, Brayn Consulting LLC

Syndication Updates for Sponsors, Issuers and Investors

with Jeff Lerman

How to Use Al to Identify Better Properties, Increase Returns and Improve Operations

with Ryan Prindiville Partner, Armanino

How CRE Investors Can Optimize Tax and Investment Diversification

with Chad Burton, CEO and Co-Founder

Commercial Real Estate Market Update

with Matt Hagar, MSRE, CCIM, President, Intero Commercial East Bay

Trust Deed Investments: A Great Real Estate Investment in Any Economy

with Joshua R. Pukini, Co-Founder, AB Capital

Location Magic: The Ultimate Step-By-Step Guide to Finding the Best Cities & Neighborhoods for Real Estate Investment

with Neal Bawa, Founder and CEO Grocapitus and Multifamily University

Shark Tank: If you want to pitch your deal to the sharks, send your deal to jeff@lermanlaw.com for further details.

Hurry! Don’t miss this event

*Topics, speakers and schedule are subject to change without notice.