Investing In Real Estate

Greg is a serial entrepreneur, real estate developer coach and mentor. He has bought, developed and sold over $250 million in real estate, built and renovated hundreds of custom homes and commercial buildings, developed residential and mixed use subdivisions and started 12 different companies from the ground up. Greg served in the United States Navy right out of high school and has always been a leader in the community advising and serving on the boards of several churches, ministries and non-profit organizations. Greg coaches and mentors some of the top entrepreneurs and real estate investors around the world helping them grow and scale their business, raise more capital and do bigger deals. Greg's current clients have over $2 billion in AUM and deals in process.

Marjeanne is an expert at growing businesses and driving investment dollars for the purchase of real estate. She has lead teams through the raise of investment funds to purchase multifamily properties, as well as residential fix and flips totaling over $20 Million in total funds raised. Marjeanne holds a Bachelors degree in Business management with an emphasis in digital marketing, and sales. She is a licensed realtor in Arizona and certified in a variety of digital marketing techniques and platforms. Marjeanne has been a key principle in a few construction related businesses that have earned multi-million dollars in revenue per year.

Christopher is the founder and principal of Elliott Wealth Management Services, LLC which has offices in Southington Connecticut, Madison Connecticut, and Summerfield Florida. Christopher is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over twenty seven years of experience helping small business owners, retirees, and families achieve their financial goals and objectives. He is dedicated to providing each client with the individual attention and tailored strategies to achieve their goals. After graduating from Western Connecticut State University in 1992, he attained the CFP® designation in 2000 after completing coursework at the College for Financial Planning in Denver, Colorado. Chris holds the following registrations: Series 7 (General Securities), 24 (General Securities Principal), 63 (Agent), and 65 (Investment Advisor Representative). He is licensed for life, health, and variable insurance lines of business and has been affiliated with SagePoint Financial since 2005. Christopher is also the Host of the

Bryan Shimeall has joined TBM as Account Executive who will be based out of Orlando, FL. After graduating Auburn University, Bryan worked in IT Sales, then later moved to Florida and started a successful home building company. Since 2008, Bryan has worked as a producer in the insurance industry.Bryan tackles the problem experienced by habitational insurance, how it is affecting underwriting deals, and more. Find more helpful nuggets of wisdom about the insurance industry and the checklist you need to cover to avoid killing deals."

Mr. Bates is a principal of Trinity Capital Group and owner of Paradigm Real Estate Investments. Sam’s background is in financial services, state and local taxes, and real estate. He has been directly involved in the acquisition, rehabilitation, and management of over $40MM in multifamily and single family assets since 2009. Mr. Bates spent 10 years in Corporate America where he honed his business acumen and developed many characteristics that help him succeed in the real estate industry. Sam started at UBS Financial Services where he cultivated his knowledge about financial markets. He directly worked with advisors that had over $3 Billion in assets under management. After graduate school Mr. Bates transitioned his career to state and local taxes. During his tax career he helped companies save more than $45MM in tax. Sam graduated from Texas A&M University with a BBA in Finance, an MS in Personal Financial Planning, and an MBA from Texas Tech University. Sam is an avid reader, sports fan, and loves the outd

Scott Choppin is the CEO and Founder of The Urban Pacific Group of Companies, a Long Beach, CA-based real estate development company, founded in 2000, that focuses exclusively on workforce rental housing communities throughout California and the western US. Urban Pacific has created a new housing innovation called Urban Town House (UTH), which pairs private capital with middle income multi-generational rental housing, while producing market superior yields on invested equity. Historically, Urban Pacific’s UTH projects have delivered 22.66% programmatic IRR yields on equity.

Bernard empowers individuals to optimize their finances, using proactive and innovative strategies. He provides an integrated approach to tax and financial planning for real estate pros, focusing on their unique profiles and opportunities. Bernard is the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s, and Checkbook Life Insurance. He is also the founder of AgentFinancial.com, which provides tax, entity, and financial services to real estate professionals, including 1031 & 453 advisory services, for real estate agents, real estate investors, and mortgage brokers. Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies.

Kris Benson is the chief investment officer for Reliant Investments, a subsidiary of Reliant Real Estate Management and one of the top 25 commercial self-storage operators in the U.S. in 2019. Reliant has completed over $650,000,000 in self-storage acquisitions and dispositions in the past 5 years and recently completed Reliant Self-Storage Fund I, a $50,000,000 equity fund focused on self-storage acquisitions in the southeastern U.S. Kris is part of the investment committee at Reliant and helps to develop institutional quality self-storage investment opportunities for accredited investors Kris’s investing goals have always been about changing the paradigm of trading time for money in order to have time for more of the things we love to do. Likewise, investing in real estate has been Kris’s steadfast path to passive income and he is passionate about inspiring others to change their mindset around investing for their future. Kris graduated from the State University of Binghamton and currently lives in Roswell,

Shane Melanson, a professional real estate investor in Calgary. Shane has built significant wealth for himself and his clients since getting started in real estate over a decade ago.Shane is an expert in commercial real estate investing and development and has done deals not only in Calgary but across Canada and the US. Shane Melanson is raising money for real estate syndications, evaluating real estate investments, direct response marketing for real estate developments and projects.

Andrew Greer is a Real Estate developer that focuses on bringing clients an insiders knowledge of how housing works in Southern California.Entrepreneur with a focus in Residential Real Estate. Businesses focused on buying and Selling to Investment, Entitlement, Development and Build Out. From his experience in building homes, remodeling homes, and creating custom additions he can help identify issues as well as upsides in property. When working with him you will have the opportunity to not only know about your home, but what your home has to offer and what it may be hiding.

Krista Testani, obtained her bachelor's at New York University in 1990 and law degree at Brooklyn Law School in 1994. After practicing law for several years her attention was drawn to real estate in 2009. She began her journey by acquiring single family homes on Long Island, NY, and rehabilitating them for resale but then transitioned into multifamily acquisitions in 2012. Her legal background has afforded her the skill set necessary to navigate the host of legal documents and issues that are involved when raising private capital to acquire and manage both single and multifamily properties. To date, Krista has been involved in acquisitions in Ohio, Alabama, Tennessee, Georgia and NY valued over $23 million dollars.

Pancham is a host of The Gold Collar Investor podcast, full-time real estate syndicator & principal of Mesos Capital. He came to the U.S for a Master's degree in computer science, he planned to sojourn in the country. However, due to personal reasons, he decided to stay in the country and started investing in single-family just as a side hustle and to keep his income stable. This side hustle became his passion making him the demand for more which prospered him into doing multifamily and syndication.Pancham manages and controls over $32M in real estate. He has bought and invested in properties in 5 different states and internationally. Pancham is great at finding value propositions and has successfully built a portfolio which is cash-flowing in double digits. He is a co-founder of Multifamily Mastermind NYC group.

In his executive career, Preston Walls has held leadership positions at Walls Property Group and Walls Property Management. He is currently managing a portfolio of 70 buildings, valued over $300 MM. Preston directed a ground-up, 42-unit Built Green Class A-Mixed Use project, including planning, permitting, tenant relocation, demolition, construction, leasing, and financing. He is currently building a 61-unit mid-rise multi-family project, in-permit for a 59-unit site, and renovating several existing value-add properties in Seattle. Preston has managed syndication projects requiring additional equity capital, raising capital, negotiating terms and partnership agreements, partitioning risk, and managing equity and debt offerings to investors. He has also served as the project manager for dozens of building renovations. Preston obtained a B.A. with a double major in Economics and English from Colgate University. He has served on boards and advisory councils, including Discovery Montessori and Lakeside School. P

Jillian Sidoti is an attorney, speaker, entrepreneur, and former college professor. She's forever focused on finding the best and least challenging path for entrepreneurs to find funding for their deals. Jillian has written equity and debt offerings for all kinds of industries including real estate, biotech, film, software, alcoholic beverage, cannabis, and green tech. Jillian’s client list includes Grant Cardone, Than Merrill of AE’s Flip this House, Tarek El Moussa of Flip or Flop, David Gross (Nipsey Hussle), Bigger Pockets, Insitu Biologics, and Biolife4D. Jillian is the author of the Crowdfunding Myth, debunking the myths surrounding crowdfunding. As a public speaker, Jillian often offers fun and relatable content that leaves the audience with a deeper understanding of the legalities and psychology behind raising capital. Her signature talk, “Private Money Rockstar,” draws from Jillian’s previous experience in the music industry to empower the entrepreneur to be money-raising Rockstar. Jillian is the fou

Yonah is a powerhouse with property owners' tax savings and teaching. Ever since he was young he has been a teacher and now as Business Director at Madison SPECS and as a national Cost Segregation leader, he has assisted clients in saving tens of millions of dollars on taxes through cost segregation or investing in real estate. Over the past 14 years, he and Madison SPECS has done over 15,000 cost segregation studies covering all 50 states, resulting in over $3 BILLION in tax savings. He has a background in teaching and a passion for real estate and helping others. He loves to learn and stay informed, but more importantly, sharing that knowledge with others. He’s a real estate investor and has been a guest on over 100 of the top real estate podcasts on the subject, and is also a host of the new podcast Weiss Advice. As host of the Weiss Advice, he speaks to some of the best minds in Real Estate, Business, and Beyond.

Jillian Sidoti is an attorney, speaker, entrepreneur, and former college professor. She's forever focused on finding the best and least challenging path for entrepreneurs to find funding for their deals. Jillian has written equity and debt offerings for all kinds of industries including real estate, biotech, film, software, alcoholic beverage, cannabis, and green tech. Jillian’s client list includes Grant Cardone, Than Merrill of AE’s Flip this House, Tarek El Moussa of Flip or Flop, David Gross (Nipsey Hussle), Bigger Pockets, Insitu Biologics, and Biolife4D. Jillian is the author of the Crowdfunding Myth, debunking the myths surrounding crowdfunding. As a public speaker, Jillian often offers fun and relatable content that leaves the audience with a deeper understanding of the legalities and psychology behind raising capital. Her signature talk, “Private Money Rockstar,” draws from Jillian’s previous experience in the music industry to empower the entrepreneur to be money-raising Rockstar. Jillian is the fou

Edward has been involved in real estate right from his childhood seeing and working around rental properties within their family. He started as a real estate agent working for a small "mom and pop" real estate office in Miami and quickly became the top producing agent at the firm putting in 70 hours of work every week. After moving to Las Vegas, he worked with the #1 Team at Berkshire Hathaway. Their 30+ years of local market experience in Las Vegas real estate combined with his own real estate knowledge and skills have enabled them to thrive without missing a beat. Today, at Keller Williams Group it allows him greater flexibility, independence, and creativity in work so that I can better serve client needs. Many clients know him for providing service above and beyond that of his peers. Edward is a family man and an ardent sports fan - Go Dolphins, Heat & Marlins! His Specialties: residential real estate sales, commercial real estate sales, multi-family units and investment properties

Dave and his team own/operate REI Bookkeepers, providing specialized bookkeeping services exclusively for real estate investors. His company serves thousands of real estate investors across all different levels. In the episode Dave shares his valuable advice reg best accounting practices, do/don'ts of book-keeping, how to keep receipts/invoices and travel records and how to keep yourself armed with information to prevent any scrutiny from IRS audits.

Kyle Mitchell is a real estate entrepreneur who has a focus on Multifamily Syndication and currently has $17MM AUM. He is the Managing Partner and Co-Founder of Limitless Estates, Who’s vision is to provide A class living to lower income housing by putting the residents first and instilling a sense of community while inspiring others to do the same. Kyle is also the co-host of the weekly real estate podcast, Passive Income Through Multifamily Real Estate, where he speaks with various experts in the Real estate industry to help educate and create clarity for passive investors. With a background in operations, management and logistics, he has overseen multi-million dollar businesses and has a passion in doing the same in the multifamily syndication space.

Travis Watts is a full-time passive investor. He has been investing in real estate since 2009 in multi-family, single-family and vacation rentals. Travis is also the Director of Investor Relations at Ashcroft Capital. Travis has invested in over 28 passive syndications between 14 different firms. Travis now dedicates his time to educating others in the world of investing and has made it his mission to share passive investment strategies in order to help others achieve and maintain wealth in real estate.