PROGR AM 014 April 29-30, 2 Missouri Kansas City,
CONFERENCE ESSENTIALS
Exhibit Hall Activity Hours
Lunch Hours
Registration & Information Desk Hours
Complimentary Cocktail Reception
Tues. April 29 Wed. April 30 Tues. April 29 Wed. April 30
7:30 a.m. - 5:30 p.m. 8:30 a.m. - 5:00 p.m. 7:30 a.m. - 4:00 p.m. 7:30 a.m. - 2:00 p.m.
Tues. April 29
Please wear your nametage to all scheduled events. Your nametag is your entrance ticket.
Promotional Materials/Literature
Company literature and/or promotional materials may be displayed and/or distributed during the conference under the exbibit and sponsorship programs only. Consult AAPL-PREIMA management for details.
No Smoking Policy
The Kansas City Convention Center is a smokefree environment.
Notice to Conference Attendees
AAPL, PREIMA nor their affiliates do not endorse any demonstrated software or hardware. Software and equipment used as part of the conference program are offered as example of a larger range of brands available in the marketplace. AAPL-PREIMA provide advertising and sponsorship opportunities for the benefit of its members and the public. AAPL-PREIMA makes no representations as to qualifications, experience or expertise of any individual or organization participating in the Conference and sponsorship programs.
If you need assistance, please contact the Registration & Information Desk located at each entrance to the Conference. All meeting rooms are wheelchair accesible in compliance with the American with Disabilities Act.
12:00-1:00 p.m. 1:00-2:15 p.m.
5:30-7:00 p.m.
Real Estate Investors Shark Tank Wed. April 30
Nametags
Accessibility
Tues. April 29 Wed. April 30
2:30 - 5:00 p.m.
Thank you!
The Got Money? Need Money? conference organizers express special appreciation to all our the sponsors who help make the Conference very valuable for all.
On-Site Staff American Association of Private Lenders (AAPL): Matt Benson
Executive Director
Linda Hyde Director of Operations & Member Services Chrissey Breault Director of Marketing & Education Services David Lang Sr. Director of Sales & Strategic Partnerships Professional Real Estate Investors and Managers Alliance (PREIMA): Gabrielle LeVota
Executive Director
John Schmitt Strategic Relationship Account Manager Twilla Miller
Membership Manager
Patti Brewer
Event Manager
Larry Switzer
Regional Coordinator
Emily Bowers
Art Coordinator
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You’ve started a business. PREIMA and Kauffman FastTrac® are teaming up to give you the tools to grow your real estate business. FastTrac GrowthVenture™ is a group-oriented, 30-hour virtual course designed with entrepreneurs like you in mind. Join a network of real estate professionals that will serve as a support system as you continue to grow your business, providing advice and guidance even after the class wraps. You’ll gain the framework to help with business performance, strategic marketing, employment issues, financial backing and support, and growth readiness - all from the comfort of your own home.
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Conference Speakers Conference Speakers
Moderators & Facilitators
Welcoming Address Kansas City Mayor, Sly James
Jason Cupp
Pete Asmus
Ivan Oberon
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Kelly Scanlon
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Conference Speakers
Keynote Speaker
Mark J. Kohler Mark J. Kohler, M.Pr.A., C.P.A., J.D., is a best-selling author; national speaker; radio show host; writer and video personality for Entrepreneur.com; real estate investor; senior partner in the law firm, Kyler, Kohler, Ostermiller & Sorensen, and the accounting firm of Kohler & Eyre, CPAs. Mark is a personal and small business tax and legal expert, who helps clients build and protect wealth through wealth management strategies, and business and tax remedies often overlooked in this challenging, ever-changing economic climate. His seminars have helped tens of thousands of individuals and small business owners navigate the maze of legal, regulatory and financial laws to greater success and wealth. Mark’s valuable advice can be found in his powerful first book, Lawyers Are Liars: The Truth About Protecting Our Assets. Mark’s much anticipated new book, What Your CPA Isn’t Telling You – Life Changing Tax Strategies, is a fictional story that brings tax planning alive, published by Entrepreneur.
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Conference Speakers
Scott Abbey | RentFax Scott Abbey is the Founder of RentFax and President of Acuity Holdings, a group of Real Estate centric companies serving investors and those that assist investors. With twenty one years of Real Estate experience Scott thrives to help investors achieve positive outcomes and mitigate risks associated with real estate investments.
Christian Arnold | Clockwork A&D Christian Arnold’s entrepreneurial spirit and calm leadership allows him to effectively assemble and guide teams of experts that add measurable value to each project. Following a distinguished career with numerous international design firms Christian co-founded Clockwork, an inter-disciplinary consulting firm that works in the fields of industrial design, interior design, architecture and fabrication. He has managed the design and construction of more than $2.8 billion in commercial real estate. Nathan Benjamin | PlanetReuse Nathan Benjamin, LEED-AP, is the Founder and CEO of PlanetReuse and InvenQuery. He has an Architectural Engineering degree, over 17 years of design and construction experience and is a nationally renowned entrepreneur and thought-leader in the field of reclaimed building materials. After founding PlanetReuse, Benjamin was inspired to launch InvenQuery, a technology company that offers a scalable all-in-one mobile solution for retailers of unique items, featuring an inventory marketing system that is adaptable across many vertical markets. Hosted at PlanetReuse Marketplace, reuse center inventories from all over North America are shown in one location to provide customers a convenient experience to source reclaimed before new.
Dr. Tameka Bryant | Real Estate House Dr. Bryant has an extraordinary background and travels the country sharing her wealth of knowledge to entrepreneurs, non profit and for profit organizations. She is a certified trainer for Freddie Mac’s Credit Smart Program and a National Trainer for the National Association of Realtors teaching real estate professionals how to increase their sales and work within Housing Opportunity Programs. Dr. Bryant has been featured in several publications including Black Enterprise and was recently awarded the 2011 Realtor of the Year. She is an educator and author and has a real passion for educating young adults. Since setting foot, as an adjunct professor in New York, she has never given up her passion to teach others and make a real difference.
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Conference Speakers
Scott Carson | Kaufman FastTrac Scott, an accomplished senior management, sales, general management and operations professional, was most recently responsible for the development, growth and expansion of Smith Electric Vehicle’s national sales and client support group. Prior to Smith, Scott enjoyed a 28 year career with St. Louis, Mo. based Enterprise Holdings, Inc. and Enterprise Fleet Management, holding corporate officer positions including AVP and Director of Fleet Management and Vice President of Corporate Training and Development.
De’Ann Clark | TREO International, Inc. As the head of TREO, she guided the company successfully through several economic boom-and-bust cycles over two decades. She positioned TREO as a credible player in the Default and Real Estate industries (performing Valuations, Loss Mitigation, Nationwide Asset & Property Management services, and Residential & Commercial Real Estate Investment Brokerage). However, this does not fully define her. Ms. Clark is also an entrepreneur, owning and operating several companies, and a Court-Appointed Receiver, who works hands-on to restructure the debt of defaulted commercial assets to maximize recovery. Because of her wide recognition as an Industry leader, she is a frequent speaker for default management conferences and summits
Adam Doran | Make it Move! Properties In 2011, after nearly a decade as a police officer, Adam realized he would not achieve his financial goals unless he made some changes. He attended a seminar in Kansas City and decided real estate was the best solution for building wealth. He founded his business, Make it Move! Properties, then spent lots of time and money traveling the Country, attending seminars, building a network, and receiving one-on-one coaching to learn the ins and outs of REI. He gained education and experience in bird-dogging, wholesaling, assignments, tax liens/deeds, and buy-and-hold investing with creative financing
Joe Downs | US Mortgage Resolution Joe has advised investor clients in various ways since 1998 as a Series 7 and 63 licensed Financial Advisor with American Express Financial Advisors, Prudential Securities, and CapWest Securities. Prior to co-founding US Mortgage Resolution, Joe held the position of National Sales Director with DeSanto Realty Group in Radnor, PA where he raised over $90 million of equity for various 1031 exhchange TIC commercial real estate syndications. Joe is a licensed mortgage banker and broker in Pennsylvania.
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Conference Speakers
Jason Gilbert | Armanino Jason is an Audit Manager for Armanino, the largest California-based CPA firm and one of the fastest-growing accounting firms according to Inside Public Accounting. Jason also leads the outsourced accounting and consulting team for the firm’s Mortgage Fund Practice. He has more than 8 years of experience in assisting fund managers with offering document structuring, day-to-day accounting and backoffice operations consulting, as well as monthly financial close assistance. Jason also serves as Armanino’s resident fund management software expert. He earned a Master of Business Administration with a focus in accounting and finance from California State University, East Bay, and is a the Certified Public Accountant.
Pat Grace | United Real Estate Company Pat and his wife, Marta own and operate a full service real estate investment management company, a full service brokerage in Kansas City called United Real Estate Company. They have 55 agents and process about 30 transactions a month. Pat also owns KC Rehab Construction a full service construction company and remodel and maintains a 450 home portfolio in Kansas City. They rehab 20-25 homes at time.I own kc commercial and residential management which is our full service property management company. We have 18 employees and help create and manage real estate portfolios in kc. We do over 100 transactions a year for the last 5 years. we are well versed and experience in all aspects of residential investment properties.
Tim Herriage| B2R Finance Tim Herriage, Managing Director and Head of Marketing and Business Development, is a 12 year real estate investment veteran. Tim has purchased more than 1,000 single family houses, holds many of these as rental property today, and is the founder of the largest individual investor focused trade show in the US, the REI Expo. Tim is passionate about real estate investing, and the opportunity it represents for those that want to take control of their retirements.
Jim Howard| Hickory Global LLC Jim Howard has been personally investing in real estate since 2000, including acquisition, renovation, leasing and sales of residential properties and continuing today as a Managing Member of Hickory Global LLC. Jim is a licensed real estate broker in the state of Missouri and also serves as the Designated Broker for Terrace Realty LLC, a full service Kansas City real estate company. In addition, Jim has 15 years of experience managing and leasing commercial property and holds the Certified Property Manager designation through the Institute of Real Estate Management. His business experience is augmented with a Bachelor’s Degree in Business Administration and an MBA from the University of Missouri at Kansas City as well as having attained to the level of 3rd Degree Black Belt in the art of Goju Karate.
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Conference Speakers
Jack Kiley, CPA, PFS, CISP | MidAtlantic IRA Jack Kiley is licensed in the state of Maryland as a Certified Public Accountant. He has also earned Certified IRA Services Professional (CISP) credentials from the Institute of Certified Bankers and Personal Financial Specialist (PFS) from the American Institute of Certified Public Accountants. He runs an accounting practice, John Kiley CPA, LLC and is a Partner in MidAtlantic IRA, LLC. Jack brings to the table over 25 years of experience in public accounting. He has extensive knowledge in developing tax, retirement and financial planning strategies for high net worth individuals and closely held businesses. He feels strongly about his clients’ having the ability to “self-direct” their retirement. Jack’s reputation for “speaking in plain English” regarding complex concepts gets him invited to speak regularly to groups about these topics especially “self-direction.” His specialty knowledge makes him the expert to turn to particularly when a complex scenario is needed for the purchase of real estate,mortgages, leases and other cash flows that the IRS allows in an individual retirement plan.
Harry Kunelis, DDS | HK Creative Investments Harry believes happiness is the key to life; and learning is the key to happiness. Although he remains licensed as a dentist, he no longer practice dentistry. The reason for that is because he feels advanced level dentistry is a specialty that requires your full attention. The same can be said for real estate. Although he was the owner of a state-of-the-art dental practice, these days he operate a turnkey real estate company. Harry believes the best investment you can make is to own a vertically oriented business (or multiple businesses). He believes the second best investment you can make is real estate. If your business is real estate related, then even better yet. Ultimately, the most important thing in business is the right team of people. A very close second – maybe even a tie – is technology.
Chris Lengquist| KWR, Diamond Partners, Inc Chris is a licensed real estate agent in the states of Kansas and Missouri whose specialty since 2002 is working with Buy & Hold real estate investors, he is the author of BBQCapital. com, a real estate investor’s blog since 2006, and the owner of KCPropertyManager. com, a residential property management firm in Kansas City overseeing more than $16 Million dollars in assets for investors from Washington, DC to Vancouver, BC as well as a rental property owner himself. Chris also owns a photography studio in Olathe, Kansas that has generated 7 new jobs since 2008
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Conference Speakers
Michele Markey | Kaufman FastTrac Michele Markey is responsible for the organization and direction of all aspects of Kauffman FastTrac products and programs. Michele is a seasoned business executive with over 25 years of business experience including 15 years as a business owner. She brings a rich history of driving learning strategies, leadership development, instructional design and process improvement for a number of organizations. Michele’s background includes successful leadership at the American Management Association, Applebee’s International and Wolseley North America, and she has been a featured expert for the American Management Association. Michele has worked with hundreds of businesses to develop their learning and development strategy including Jimmy Buffett’s Margaritaville Store, University of California Berkley, The Gap, Sprint and Coca Cola. Additionally, Michele serves on the Chief Learning Officer Intelligence board.
Sean Morsi| MOR Financial Sean Morsi is the Chief Executive Officer of MOR Financial, an asset based lender located in the heart of downtown Los Angeles. Sean began his career while attending San Diego State University at Premier Bancorp as a loan consultant back in 2003. Shortly after earning his B.S/B.A. degree in Economics, Sean founded MOR Financial in 2006. Sean is a licensed CA Real Estate Broker and has been involved in over $250 Million in real estate lending transactions. Aside from the private lending industry, Sean is also involved in multiple facets of the real estate in realm and his family business. His latest concept of MORSynergy is up-and-coming connecting real estate individuals and ideas together.
Ajay Mehar | MOR Financial Ajay Mehra is a graduate of California State University, Fullerton with a B.A. degree in business finance and currently the CFO of MOR Financial Services, Inc. primarily focusing on investor relations. Ajay’s career began with the San Diego based mortgage brokerage, Premier Bancorp and later assumed the number one branch, where he was able to grow and maintain its status while successfully developing multiple top producing agents under his supervision. Ajay remained an integral asset in the growth and expansion of Premier Bancorp up to mid 2008. Combining the experience earned with an extensive client base, he left to assist in the growth and development of MOR Financial.
Alia Ott | Inspired Capital Fund and Investors in Action Alia began educating herself in Real Estate investing shortly after graduating from college. By the age of 25, she had bought her first investment property - a tear down/ remodel project that taught her to appreciate the expertise of skilled tradesmen and construction engineers. She acted in the role of Owner/General and successfully completed the rebuild/remodel under budget. To date, her enjoyment of real estate development has led to the purchase of over 200 doors, lots and loans, including a Mobile Home Park, dozens of notes and several self storage properties.
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Conference Speakers
JJ Pawlowski | Kansas City Investors Funding LLC JJ Pawlowski has 13 years of personal and professional real estate investing and lending experience. He is the owner and manager of Kansas City Investor Funding LLC, a Kansas City area hard money lending company. Kansas City Investor Funding LLC is a direct lender providing an array of investment and commercial real estate loans nationwide. JJ combines his own vast real estate investing, management, problem solving, and lending experience to assist borrowers with every aspect of the loan process.
Shane Sauer | RentFax Shane Sauer is the Founder of RentFax and Senior Underwriter for Peak Asset Lending. With an academic background in Engineering, decades of firsthand experience, and passion for educating Shane has promoted the success of investors across the world in their residential real estate investments.
Greg Schowe | Asset Preservation, Inc. Greg Schowe is a Division Manager for Asset Preservation, Inc. Greg’s background in §1031 tax deferred exchanges, along with involvement in the real estate industry since 2001, make him a trusted local resource for the §1031 tax deferred exchange community. Greg dedicates a significant portion of his time speaking to accountants, attorneys, real estate brokers and principals in the state of Kansas, Missouri and Southern Illinois. His exchange presentations are always practical and feature many real-life exchange scenarios to illustrate a wide range of investment and tax strategies.
Jilian Sidoti | Syndication Lawyers Jillian Sidoti specializes in transactional legal matters such as private placement memorandums, Form 10′s, S-1′s, Regulation D filings, trademarks, copyrights, NDA’s, and contractual matters. Jillian also spends her time speaking at seminars educating real estate investors on how to legally raise capital for their real estate investment projects. Prior to her legal career, Jillian owned and operated a record label enabling her to tour worldwide with artists, including visiting South Africa, Canada, Europe, and the United States. Using that experience, Jillian has been commissioned to write articles and contracts for many music industry entities. Currently, Jillian teaches Finance and Accounting for the BS and MBA programs at the University of Redlands, drawing on her experience as Financial Analyst, Controller, and CFO for many companies from manufacturing to real estate development. Jillian also teaches a Small Business Management class where students are taught the anatomy of a business plan.
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Conference Speakers
David Owen, Ph.D, CPLA | Pride of Austin Capital David Owen, PhD, CPLA, is an 8th generation Texan with close to 40 years of professional experience in the Texas real estate market and real estate finance industry. A multidegreed professional who has completed studies at University of North Texas, Sacred Heart School of Theology, Marquette University and University of Texas, David has accrued leadership skills that have given him insight into how to manage successful businesses and is the visionary founder of the Pride of Austin family of companies: Pride of Austin Capital Partners, LLC, Pride of Austin Homes, LLC and, Pride of Austin Realty, LLC and A List Partners, LLC. Through Pride of Austin Capital Partners, LLC David is a Managing Member of the Manager of Pride of Austin High Yield Fund 1, LLC. David has earned a reputation as a leader in the real estate investment world for his ability to think outside the box and for his conservative approach to managing investments. His leadership has earned him a seat on the Board of Advisors of the American Association of Private Lenders, where he and his fellow board members share, among other things, the responsibility of creating course curriculum to educate and accredit private fund managers looking to emphasize on real estate lending.
Tony Patel | Geraci Law Firm Tony is a corporate attorney with a strong background in business, finance and technology. His past experience includes work in securities transactions (including public and private offerings), complex mergers and acquisitions, venture capital, broker-dealers, investment funds, corporate governance, workouts, restructuring, and general commercial transactions. He also has substantial experience working with technology companies across a variety of sectors, including Internet, digital media, software services, semiconductors, life sciences and biotechnology.
Asa Patterson | MPactWealth Asa graduated as a Big Ten Champion in Track & Field with a BA in Speech Communication and a M.Ed. from the University of Illinois. He then lent himself to our country’s defense. A USMC Retired Captain and native Chicagoan, Asa has owned a nationwide consulting and business development company. Currently, Asa is known as a well-respected mentor who has served over 2000 real estate investors and business owners in North and South America and is 100% committed to serving his community.
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Conference Speakers
Eddie Speed | Note School For over 32 years, Eddie Speed has been a true leader and innovator in the Note Buying Industry. Already the recipient of the Note Industry Achievement Award, his industry insight, drive and leadership has positioned him as the leading expert on the greatest opportunity in today’s market: Non-Performing Notes and Seller Financing. His advice and guidance has created more successful note investors than anyone in the industry; it’s no wonder his advice is sought after by industry leaders, A-listed corporations and the industry’s top producers.
Dave Williams| Investors Choice Funding David Williams, President of Investors Choice Funding, began his lending career with in Colorado in 2000. Currently, Investors Choice Funding lends in four states, in the Western Region. The company’s core focus is Residential and Small Commercial renovation and development lending. Mr. Williams, manages several private mortgage pools, as well as whole note investments, on behalf of his investors. His knowledge of the real estate markets and prudent underwriting models have lead to the company’s continued growth and success.
WHY EVERY
<500,000 REO’s in USA Market
REAL ESTATE INVESTOR
MUST LEARN NOTES
In the Next Five Years?
REO Property
10 MILLION DELINQUENT MORTGAGES
Don’t miss Eddie’s Presentation: “Goodbye REO! Hello, Non-perfoming Notes”
9:00-11:20 a.m. on April 30th W. Eddie Speed is Founder of NoteSchool. Since 1980, Eddie has dedicated his career to the science of buying both Performing and Non-performing Notes.
Visit www.NoteSchool.com
#GotMoneyNeedMoney2014
Delinquent Notes
Answer is: MORTGAGE NOTE INVENTORY
Hear how investors, REO & short sale specialists have tripled their profits by learning the note industry!
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Conference Space
33
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Registration
37 36
31
30
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Booth Assignments
38
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(Not booths
35 34
27 26 25
1. 2. 3. 4. 5. 6. 7. 8. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. 36. 37. 38.
IRA Trust Services National Default Services Syndication Lawyers Mark Kohler Note School Pride of Austin MidAtlantic IRA US Mortgage Resolution Geraci Law Firm B2R Finance Armanino RAMA Capital NREIG The Mortgage Office Community Investor C2C HighPointe Investors Choice Funding Planet Reuse MPactWealth RentFax KC Commercial The IRA Club Wrenn Charitable HK Creative Investments KC Investors Fund* MOR Financial Sentry Steel
PREIMA
General Session Title Lounge
AAPL
Registration
#GotMoneyNeedMoney2014
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Conference Schedule: Tuesday TIME
SESSION
SPEAKER
LOCATION
Mayor Sly James
General Session
Emcee: Jason Cupp
General Session
Mark J. Kohler
General Session
Are you asking the right questions?
JJ Pawlowski
General Session
How to navigate in modern day real estate in 7 simple steps
Harry Kunelis
2502
David Owen, Ph.D, CPLA
2505
Chris Lengquist Pat Grace Jim H oward Adam Doran
General Session
Jilian Sidoti
2502
Greg Schowe
2505
Tameka Bryant, DBA De’Ann Clark Alia Ott Belinda Savage Jillian Sidoti
General Session
Scott Carson & Michele Markey
2502
Joe Downs
2505
Nathan Benjamin
General Session
Dave Williams
2502
Jack Kiley
2505
REGISTRATION & INFORMATION OPEN
7:30-4:00 8:30-9:00
Welcoming Address
9:00-9:30
Sponsor Introductions
9:30-10:30
Kenote Address
10:30-11:00 11:00-12:00
NETWORKING BREAK
How to manage mortgage pool securities LUNCH
12:00-1:00 1:15-2:15
Panel Discussion: Failure Fest Moderators: Pete Asmus & Ivan Oberon What to do when taking your fund public. Regulation A changes 1031 Exchange in the new economy
2:15-2:45
2:45-3:45
NETWORKING BREAK Panel Discussion: Women in Business Moderator: Kelly Scanlon Looking to Scale: Why entrepreneurs need to have a strategic plan Investing in distressed mortgages and trust deed notes
3:45-4:00 4:00-5:00
NETWORKING BREAK Don’t waste money. Maximize your budget with material reuse. Options in investing in performing notes Leveraging strategies by using self-directed IRAs
5:00-5:30
NETWORKING BREAK
5:30-7:00
COCKTAIL RECEPTION *Schedule subject to change at AAPL-PREIMA’s discretion
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Conference Schedule: Wednesday TIME 8:00-2:00 9:00-9:30 9:30-10:30
SESSION
SPEAKER
REGISTRATION & INFORMATION OPEN MORNING NETWORKING Tim Herriage
General Session
Tony Patel
2502
Eddie Speed
2505
Historic renovations as economic engines
Christian Arnold
General Session
Why pay the bank when you can be the bank?
Asa Patterson
2502
Ajay Mehra Sean Morsi
2505
Mark J. Kohler
General Session
Scott Abbey & Shane Sauer
2502
Jason Gilbert
2505
Do you need long-term financing? Raising and managing money as a private lender: How to do it legally. How to find and price deals NETWORKING BREAK
10:30-10:45 10:45-11:45
Deal makers & breakers: A lenderâ&#x20AC;&#x2122;s perspective NETWORKING BREAK
11:45-12:00 12:00-1:00
LOCATION
Small business tax strategies for 2014 Leaving your backyard: Out of community investing Running a mortgage fund. Is a fund right for me? LUNCH
1:00-2:15
NETWORKING BREAK
2:15-2:30
2:30-4:30
4:30-5:00
Closing Remarks
Matt Benson & Gabrielle LeVota
#GotMoneyNeedMoney2014
General Session
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Download the Mobile APP
Keep the networking going before and after the conference
By using the Got Money? Need Money? Mobile app you can network with other attendees and exhibitors two weeks prior to the event and two weeks after the event. This app easily allows you to store notes from conversations and export the content once you get back home. We will have plenty of business meeting space designated throughout the venue for you to mix, mingle and build relationships in person, so this feature will definitely come in handy. The mobile app also gives you the agenda topics and times so that you know exactly where to be during the conference, and a list of nearby restaurants and parking spaces will be available for conference after hours! With this app you will receive instant notifications from sponsors, alerts for lunch and promo deals from nearby restaurants. To protect your privacy you can update privacy settings if you do not wish to be contacted. Found under â&#x20AC;&#x153;FernMobileâ&#x20AC;? in the App store for iPhone or Google Play Store for Android.
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Show your Got Money? Need Money? name badge at these establishments to receive a discount!
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It’s Time To Think Differently About Investing Your Retirement Money.
Earn tax-sheltered interest on loans! Find out how you can use your IRA, 401k or other qualified retirement money to fund loans. With our Expedited Processing option, we can fund your deals within 1 business day*! *As long as the IRA account has been sufficiently funded, and all funding documents are received in good order, we can release IRA funds in one business day. Call us for more info!
Visit www.IRAServices.com/GMNM to learn more and open an account for free! Take control of your retirement with a Self-Directed IRA Custodian that provides you with over 30 years of experience, the highest level of customer service and the most competitive fees in the industry.
IRA Services Trust Company · PO Box 7080, San Carlos, CA 94070 · 1-800-248-8447 · www.IRAServices.com
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“Private mortgage fund...
...five year track record with 10%+ annual returns”
THE INDUSTRY LEADER
Experience. Efficiency. Expertise.
Armanino is the clear leader in providing accounting and consulting services to mortgage pools and distressed asset acquisition funds. SERVICES INCLUDE • • • •
Offering Circular and PPM Structuring and Review Audit and Tax Compliance Full Back Office Infrastructure Software Consulting,
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Put our financial experience, efficiency and expertise to work for you. Joshua K. Nevarez Partner-in-Charge of Mortgage Pool and Distressed Asset Acquisition Fund Practice 925 790 2710 | Josh@amllp.com
amllp.com
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every investor is seeking to fulfill 3 primary investment objectives:
INCOME, SECURITY & GROWTH most investors are happy to settle for just one or two ... ...until they discover: there’s a better way
CURRENT CASH FLOW
SECURED BY REAL ESTATE
ASSET APPRECIATION
DISCOUNTED RESIDENTIAL MORTGAGE NOTE INVESTMENTS With a diverse offering of nationwide note investments, USMR provides opportunities for investors to achieve all of their financial objectives in various passive and active capacities: - partner with USMR and invest in the fund - buy performing loans and collect monthly payments - buy non-performing and facilitate borrower workouts
INVEST IN: NOTES FUND PERFORMING LOANS NON-PERFORMING NOTES rhytha@usmresolution.com For access to USMR’s inventory of mortgage notes available for sale, contact Robert Hytha at the email address above.
usmresolution.com #GotMoneyNeedMoney2014
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The American Association of Private Lenders serves as a catalyt for professional growth by: • Fostering education • Providing networking • Promoting best practices
Don’t end up like this guy. Join Today!
.com
www.aaplonline
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SPONSORS Title Sponsor:
The AAPL-PREIMA Staff recognize and applaud the following sponsors who support and make possible a significant portion of the extraordinary Got Money? Need Money? experience!