Virtual Apartment Luncheon Recorded Videos

Past Virtual Apartment Luncheons

JULY 23, 2024

Understanding DSTs
Our guest educator this month on our Nationwide Virtual Networking Luncheon is Daniel Raupp with Fortitude Investments. Fortitude is a company that specializes in Delaware Statutory Trusts (DST). You might be asking yourself, what the heck is a DST and why do I care?

Great question. DST's help in a few ways. 1- They are similar to a REIT (Real Estate Investment Trust) and, more importantly, if you're trying to do a 1031 Exchange, they can be a great 'get out of jail free' card just in case you run out of options and don't want to lose your 1031 tax deferment.
JUNE 18, 2024

Advanced 1031 Exchange Strategies

At this month's Luncheon, we dived into Advanced 1031 Exchange Strategies. Even if you know all about 1031 Exchange Rules, you might be interested in knowing some advanced strategies like getting the Seller to do Seller Carry-back loan on your purchase. Or, you can learn how to do your own SCB when you sell your property, but still maintain your tax deferment.

David Gorenberg with Accruit was my guest. He' talked about how you not only can educate a seller or their agent on the proper way to do SCB while doing a 1031, but you'll also learn how to 1031 into Oil & Gas Royalties or even a Delaware Statutory Trust (DST). There's a couple other strategies he goes over as well in this webinar.
MAY 21, 2024

Fractional CFO
During this month's Luncheon you'll hear from Rebecca Boyer about Fractional CFO's. What's a Fractional CFO? Good question. Take some time to review this info packed webinar  to learn what it is, why you might need one and how you find them to help you grow your business for a 'Fraction' of hiring a full time CFO.
APRIL 15, 2024

Increasing Income with Pad Splits
For April we were lucky to get our guest expert, Dalton Gillespie, who discussed his successes and challenges with Pad Splits.

In 2023 Dalton was introduced to Padsplit, and has decided to add that to his portfolio. He has 6 properties in the Phoenix area totaling 48 rooms successfully producing incredible results. He has 2 more properties currently in construction with many more to come.

Dalton is a young Family man focused on rapidly building a portfolio of cash flowing properties, with a goal to have over 100 rooms by the end of 2024. Join us as Dalton goes over the ins and outs of Padsplits so see if this is a new lucrative add for your portfolio.
MARCH 26, 2024

Working With Family Offices To Fund Your Deals
March we are going over everything about CEO Sep Bekam of Bekam Investment Group. In this webinar we discuss topics such as - What is a family office? What do family offices do? Why start a family office instead of just working with a single CPA or traditional wealth management professional.

We cover each of those questions in depth and more and this is definitely a luncheon you want to watch to help you expand your wealth this year!
FEBRUARY 20, 2024

Current State of Commercial Financing
This February we were lucky to get Julie Peterson with Old Capital Group to discuss about the current state of the commercial financing markets and how inverted Cap Rates & Interest Rates are effecting deals. She'll also went over what you need to provide your lender for a quote.

Besides providing a market update, Julie talked about the current loan products available and how to get deals to work given slimmer margins. She covers this and more in this webinar you don't want to miss!
JANUARY 16, 2024

SDIRA Investing Tips
Happy 2024 everyone! We are diving right into January with a great talk with Carl Fischer of CamaPlan!

Carl started his SDIRA Investment company several decades ago to provide superior service and advise to RE investors.

In everything it does, CamaPlan seeks to empower its clients to maximize the advantages of self-directed investing by showing them new possibilities and helping its investors realize them. Don't miss out on this wonderful discussion with a seasoned veteran.
DECEMBER 19, 2023

International Investing Panel

This month we hosted a panel that discussed all about International Investing.

During our panel discussion I went over some of the most common questions to come up.

Watch this super informative luncheon so you can expand your investing in 2024!
NOVEMBER 21, 2023

New Orleans Investment Conference Debrief Panel

This month we did a debrief on the New Orleans Investment Conference. During this webinar de discussed key takeaways, aha moments and any surprises our guests learned during the event. I've invited several people who attended the event along with me and Sue to share their findings.

Anselmo has over 8 years of experience in the Multifamily industry and has also been on over 80 podcasts educating investors!

Watch this super informative luncheon to help you grow your investment knowledge so that you can better tackle 2024 to achieve your goals!
OCTOBER 17, 2023

Why You Need & How You Find A Good Property Manager

This month I talked with Anselmo Torres with Velo Residential PM about the importance of how the right or wrong Property Manager can make or break your deals quickly!

Anselmo has over 8 years of experience in the Multifamily industry and has also been on over 80 podcasts educating investors!

Watch this super informative luncheon so you can make sure you always know how to get the right PM for your deals!
SEPTEMBER 19, 2023

Get Ahead of Wall Street

This month we are talked with Anton Mattli with Peak Financing about the current Office Market collapse and how that is effecting Apartment Lending.

You may not think the 2 are connected, but they are and Anton will tell you why. It's important for you to be prepared for the upcoming financial collapse.

Watch this super informative luncheon so you can be prepared for the future.
AUGUST 22, 2023

Special Needs Housing

This month we are tackling a huge problem in the market. Today's market rents make it completely unaffordable for adults with developmental or physical disabilities to rent a place on their own.

Our guest experts this month, Randy and Jana Hubbs have come up with an amazing model that outperforms standard monthly rental housing and even most short-term rentals. It's a unique opportunity for investors and also solves a critical problem in the market.

Listen to this month's luncheon to learn more about how this unique model can benefit your portfolio.
JULY 18, 2023

Get Ahead of Wall Street

A lot has been written about the impending meltdown in commercial real estate. The Wall Street hedge funds have already raised tens of billions in "opportunity funds". That's code for vulture funds.

How is the independent investor going to compete with Wall Street for access to deals when there is that kind of money sitting on the sidelines waiting to scoop up the best opportunities? Find our more when we talk to this month's Guest Expert Victor Menasce from Y Street Capital and the host of the Real Estate Espresso podcast.
JUNE 20, 2023

Crypto & Blockchain

*Please note that we started the recording late into the webinar.

Have you wondered what all the fuss is about Crypto & Blockchain? Have you heard that Blockchain & Tokenization is going to revolutionize RE investing? I recently met Courtney Moeller and has the answers.

If you wanted to learn more about Crypto, Blockchain, Tokenization & how all 3 will affect Real Estate you need to watch this webinar.
MAY 20, 2023

How To Be Successful In A Busy World

This month's luncheon recording is one you will watch several times!

I interviewed Chad Zdenek for our May luncheon. Chad has 3 Master's Degrees, 5 kids, he's a TV personality and a passive investor with a portfolio worth over $85MM in MultiFamily and Self-Storage.

How the heck does he do it all? If you want to know how Chad gets it all done, watch this luncheon recording and take notes!
APRIL 18, 2023

Creative Seller Financing

This month we are featuring Baskal Korkis who has been investing since he was 19 years old!

Baskal is going to jump all into Seller Financing. He's going to share some of the techniques he's used to obtain Seller Financing. Join us to add these techniques to your own repertoire when talking to your Sellers. You can turn 2023 into many opportunities for success with these methods!
MARCH 21, 2023

Wealth Principles with George Antoine

Today we brought original Apartment Mentors partner, Mr. George Antone!!

During this 1-hour interactive dialog, George will remove all the noise and teach you the four fundamental factors of wealth creation – no matter what you invest in.

George is a three-time bestselling author. He has distilled decades of experience and knowledge into this 1-hour training that will completely transform how you think about building wealth.

You will walk away with actionable insights that you can apply immediately to your financial life.

This luncheon will change your life!
FEBRUARY 21, 2023

Making Green While Being Green

This month's Nationwide Luncheon will blow you away. My guest expert this month is Dr. Eric N. Shelly.

Eric now focuses on sharing his skills, connections, knowledge, and opportunities with successful professionals. He and his team build and manage diversified strategic portfolios and projects targeting high yields, tax advantages, and equity growth and preservation.
JANUARY 24, 2023

Converting Hotels to Affordable Housing Apartments

Our first luncheon of 2023 is all about a new way to maximize your money!

We hosted special guest expert David Peters.  During COVID he turned lemons into lemonade by buying up struggling hotels for pennies on the dollar with his investors and then partnered with local authorities to turn those underutilized hotels into affordable housing.

Listen to this informative webinar to learn how his strategy!
DECEMBER 13, 2022

Agency Lenders

Our end of the year luncheon is all about Agency Lenders.

This month we discussed
  •  How to be proactive with sellers and realtors in a tough interest rate market and create opportunities.
  • How are Lending institutions such as Freddie, Fannie and HUD creating opportunities in the market, what’s next?
  • How to best prepare when submitting a request to Lending Institutions.
  • And there is an open Q&A filled with information you don't want to miss  from 2 leading experts!
NOVEMBER 15, 2022

Navigating A High Inflation Economy

This month's luncheon is about how to navigate your way through a high inflation economy.

This month our special guest expert is Dana Samuelson from American Gold Exchange.

Dana is an expert in precious metal investing with over 4 decades of experience thru all kinds of market cycles.

He'll tell you what you should do in those different cycles from when to consider getting into precious metals to selling and moving to a different asset class like RE.
OCTOBER 26, 2022

Deep Dive Into Deal Analysis

This month's luncheon is about diving deeper into Deal Analysis with our very own Gold Coach Scott McCaig!

Most of you already have my Quick Analysis Software. Well, Scott has gone 1 step further and created a spreadsheet he calls his Certainty Analyzer.

This tool not only helps you look at deals much more closely, it also shows you the effects of splitting your deals with your money, credit and experience partners!
SEPTEMBER 20, 2022

Investing In Land for Passive Income

This month's luncheon is about how investing in land is a great option for passive income!

My expert David will be showing you how you can find & 'flip' a piece of cheap land for a good return and how to split a piece of land and sell off the parcels to make some even better returns.
AUGUST 16, 2022

10 Questions Passive Investors Must Ask Their Deal Sponsors
This month's luncheon is about being prepared as both an Investor or a Sponsor.

One of my SEC Attorneys, Mauricio Rauld, with Premier Law Group, will be sharing, "The 10 Questions Passive Investors Should Ask The Deal Sponsor".

Come learn some of the key information and questions you need to ask (as a Investor or a sponsor) to be better prepared for your deals.
JUNE 21, 2022

Short-Term Rentals In & Outside the US

For June our guest expert is Tim Hubbard. Tim owns multiple properties around the world and he'll share with you how he operates them when he's not even around! BTW, STR's don't necessarily mean night by night.

They can also be for a few weeks or months. Some people might call them Executive Rentals as many executives or traveling nurses and doctors want a nicer place to live for 3-4 months rather than living out of a suitcase in a hotel.
JULY 19, 2022

Turo Automobile Rentals

For July, how about learning a way to make cashflow that's completely different from our past Luncheons?

I've invited one of my Inner Circle students to teach you all about Turo. Turo is the AirBnB of car rentals &  my guest expert, Dave Gupton, will discuss Turo Automobile Rentals live and in-person.

JUNE 21, 2022

Short-Term Rentals In & Outside the US

For June our guest expert is Tim Hubbard. Tim owns multiple properties around the world and he'll share with you how he operates them when he's not even around! BTW, STR's don't necessarily mean night by night.

They can also be for a few weeks or months. Some people might call them Executive Rentals as many executives or traveling nurses and doctors want a nicer place to live for 3-4 months rather than living out of a suitcase in a hotel.
May 15, 2022

Low Income Housing Tax Credits


If you know what you're doing, LIHTC properties can be very lucrative. Especially, with more and more families struggling to make ends meet in a time of rising inflation, LIHTC will become more and more popular.

Watch this webinar and learn about investing in LIHTC properties from our guest expert Ken Moncreiff. Ken has been doing this type of investing in the Kansas City area for some time now and he's going to share with you some of the tips and tricks he's learned to make his deals highly lucrative!!
April 15, 2022

The Dangers of Due Diligence

You're probably saying to yourself, "How can Due Diligence be dangerous? Aren't we supposed to do the proper DD so we avoid problems and make sure we understand exactly what physical condition a property is in and how it's performing financially today before we buy it?" The answer is 'yes'!!!

The Dangers of Due Diligence isn't about doing DD, it's about not doing the proper Due Diligence to keep yourself out of trouble!!! Watch this amazing webinar to learn exactly what you should be doing and WHY.
March 15, 2022

Deal Structuring

For March our guest expert is Gold Coach Scott McCaig. He's awesome when it comes to structuring deals with multiple parties. He's going to share some of the people/categories you may need in your deal if there are more than 3 of you like Credit Partners, Money Partners and Experience Partners just to name a few.*

*Please note we lost internet at the restaurant around the 46 minute mark and it didn't come back for approximately 8-9 minutes. We paused and the video picks up right where the internet cut off.
February 15, 2022

Dissecting Deal Analysis Software!

I'm excited to be presenting my own topic this month about Analyzing Deals using my own software live.

I analyzed as many properties as possible on a first come first serve basis. Come learn and look for in the numbers and how I look into the future to see how a property might perform before I make an offer.
January 18, 2022

Understanding Bonus Depreciation

This month our guest expert is Mike Pine of Pine & Company CPA's. Mike comes highly recommended and will educate you on everything you need to know about a very hot topic; Bonus Depreciation.

Understanding Bonus Depreciation is a MUST! This will help you educate your potential investors which will greatly increase them deciding to join you as an investor. That's how powerful BD will be for them and you. Imagine the potential to get a large part of your down-payment back in the very first year using this strategy. This will set you apart from your competition.
November 16, 2021

Why You Should Be Using Petscreener.com!

This month our guest expert is Beth McCarthy with PetScreening.com. Beth will be on to help us with all the questions about tents & their pets and how their free service will help you screen all of your residents, not just the ones that have animals now. Why screen all of your residents with this service?

This service can also increase your revenue, lower your property managers work load (saves time-which thus increases time for other activities) and gives you better consistent control over how the pet policy is applied and helps you avoid perceived "favoritism".
October 19, 2021

See Why You Should Be Using Petscreener.com!


This month our guest expert is Beth McCarthy with PetScreening.com. Beth will be on to help us with all the questions about tents & their pets and how their free service will help you screen all of your residents, not just the ones that have animals now. Why screen all of your residents with this service?

This service can also increase your revenue, lower your property managers work load (saves time-which thus increases time for other activities) and gives you better consistent control over how the pet policy is applied and helps you avoid perceived "favoritism".
September 21, 2021

Increasing your NOI w/ Cable Contracts

Every syndicator needs money to get their deals to the finish line. If you didn't, you wouldn't need to do syndication. You'd just purchase your properties yourself. Well, how would you like to know more about finding High Net Worth investors from a little know resource called LinkedIn?

Join me and my guest expert, Yakov Smart,  and learn to find out how you can use LinkedIn to add more qualified, high net worth investors to your deals using just a couple awesome simple changes to your LinkedIn profile.
August , 2021

There was no scheduled luncheon for the month of August.
JULY , 2021

There was no scheduled luncheon for the month of July.
JUNE 15, 2021

Using Solar Power as an Income Source/Tax Benefit

This month our guest export is Lucas Weismann from the Weismann Consulting Group. Lucas consults with commercial property owners around the country about the benefits of installing solar panels on their properties.

Not only can you reduce your electric bill which increases your NOI and the value of your property, but there's some pretty good tax benefits as well. For those of you looking to pay less in taxes, you need to watch this month's virtual luncheon!

MAY 18, 2021

How a Good Website Can Help You Find Investors & Raise Money

This month our guest expert is Todd Heitner. Todd has mastered the art of using technology to find, cultivate, bring value and raise money from investors he's found online. Here are some of the things he'll share with you on this month's Luncheon:

  • Elements of a Website That Build Trust
  • Maximize Your Trust and Credibility by Being an Authority
  • 3 Things to Avoid Online If You Don't Want to Scare Off Investors
  • How Website Maintenance & Security Can Affect Trust
  • 4 Options for Building Your Website 
APRIL 20, 2021

Easy Steps to Find High Net Worth Investors

Every syndicator needs money to get their deals to the finish line. If you didn't, you wouldn't need to do syndication. You'd just purchase your properties yourself. Well, how would you like to know more about finding High Net Worth investors from a little know resource called LinkedIn?

Join me and my guest expert, Yakov Smart,  and learn to find out how you can use LinkedIn to add more qualified, high net worth investors to your deals using just a couple awesome simple changes to your LinkedIn profile.

MARCH 16, 2021

Annual State of the Apartment and Financial Markets

This month's Lunch & Learn will be our Annual State of the Apartment Markets from Colorado Springs to Ft. Collins in Colorado. Plus many other major markets across the country. Such as; the Carolinas, Nashville, Cincinnati and Oklahoma. We'll also touch base on the current state of commercial financing.

Our guest presenter will Adam Riddle, formerly with Nexus Commercial Realty. Adam's company just merged with Capstone Companies. He'll also cover the current debt market, the challenges we're still facing with Covid, the liquidity in the marketplace and how that's driving pricing and how to compete and win deals.
FEBRUARY 16, 2021

Before and After - Understanding Insurance and the Claims Process

Most property owners will experience an insurance claim at some point.

As a property owner or someone participating in an ownership group, regardless of whether you hire an expert or not, once you know the basics, some common failures, some tips, once you peek behind the curtain, much of what you thought you knew about buying and choosing insurance, whether to make a property claim, what to expect when you do, who is or is not on your side, who are the experts, and even how you view maintaining property, will likely change.

JANUARY 19, 2021

The Definitive Real Estate Investors Guide to QuickBooks

Most investors know they need to keep records, but really don’t have a clue where to start. Isn’t it time to find out how organizing your records with QuickBooks can make your life easier?

Join me and and Jerry Fink, REIA of Greater Cincinnati Past President, NaPHP Graduate and C.P.A. (non practicing) for this important webinar.

DECEMBER 15, 2020

Financial Market Update in a Covid World

We certainly live in interesting times. Accordingly, there's been some adjustments/changes on commercial financing as well. Please join me and my guests, John Romero of Synago Commercial Capital and Steve Malloy with Freddie Mac. We'll be discussing the impact Covid has had on commercial financing and what you need to do to be prepared to fund your deals.

NOVEMBER 17, 2020

What is an Asset Manager & Why Do You Need One On All Of Your Deals

At this month's Virtual Luncheon you'll learn all about what an Asset Manager is, what they do, what they don't do and why you need one on all of your Deals! You'll also be able to ask the fabulous Sue Chara, yes the one and only, all of your questions about documentation, reports, interacting with CPA's, bookkeepers, investors, PM's and much much more.

BTW, don't confuse Asset Manager with Property Manager. The Asset Manager directs the PM. Think of the Asset Manager as the center hub on a wheel and all the other parts (spokes) connect to the center hub.

October 20, 2020

Learn Why Rich People Keep Their Money Moving & Don't Pay Off Their Mortgages

During our October luncheon I showed you why paying off your investment properties, may not be the best strategy! Yes, I know, this thought process is in conflict with what most people tell you.

Most of the extremely rich people I know NEVER plan to pay off their mortgages. They plan to keep trading up until the day they die. Join me on this month's Virtual Luncheon to find out why they want to keep their money moving and never pay off a mortgage!

September 15, 2020

Security Deposit Insurance to Set You Apart From Your Competition

Our September luncheon hosted Mr. Hank Teran. Hank works for a company called Rhino that offers low cost Security Deposit Insurance. Instead of someone paying a full month's rent or more as a security deposit, they can apply thru Rhino and pay around $5-$15 a month!!

This is a huge savings. Especially, for some C Class properties where the residents are potentially having cash flow issues and have a hard time coming up with larger deposits

August 18, 2020

Watch Over Your Property From Anywhere in the World with VDO Intel!!

Our August luncheon invited  Eric Schweitzer with VDO Intel. His company offers low cost Remote Video Surveillance that allows you to keep an eye on your property all night long for a low cost with motion activated cameras and live monitoring from dusk to dawn or longer.

Eric shared with us how this service works and how it can help you protect your property and allow your residents to feel more secure about their 'home'. One of my students is saving $3600 a month with VDO Intel compared to the security service they used to use.

July 21, 2020

Get Your Life Back & Grow Your Real Estate Business at the Same Time!

In July we hosted my friend Adam Adams, who has 5 full time virtual assistants, who taught us how to get out of our own way, and join the new rich with virtual assistants (AKA "VA's").

Adam trusts his VA's to pay bills, do bookkeeping, take calls, handle social media, book travel, refill prescriptions, edit his YouTube page & podcasts, manage emails, vet clients, and more.

Just one trick that Adam will teach you has helped others create hundreds of thousands of dollars of value for their apartment community.

June 16, 2020

Revenue Growth Strategies

For June we brought in Evan J. Hoffman with Incisive Solutions. Evan is the Principal & Chief Strategist of Incisive Solutions, providing revenue growth strategies to the multifamily industry. He has been employing optimization techniques, pricing various "widgets" and helping companies grow revenues for 20+ years.

May 19, 2020

Annual State of the Apartment Market

In May we featured Adam Riddle with Nexus Commercial Realty. Adam gave us our Annual State of the Apartment Market update. This is one of our most popular luncheons that's super informative for anyone involved Real Estate Investing.

Check Out Our Free 1-Hour Apartment Investing Audio 

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