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Upcoming Events

Upcoming Events

Past Events

24

MARCH

11:00 AM

WEDNESDAY

Important Tax Deferral Strategies You Must Know: Opportunity Zone Funds versus 1031 Exchanges

Guest Speaker: Paul Getty, Louis Rogers
Covered Topics:

  • Similarities between Opportunity Zones and 1031 Exchanges
  • Fundamental differences between Opportunity Zones and 1031 Exchanges
  • How Opportunity Zones can help save failed 1031 Exchanges
  • Why investors are attracted to Opportunity Zones
  • Important limitations to consider when evaluating Opportunity Zones
  • Will Opportunity Zones replace 1031 Exchanges?

17

FEBRUARY

11:00 AM PT

WEDNESDAY

Webinar: Vinebrook Homes – Single-Family Rental Investment Opportunity

Guest Speaker: Paul Getty, Mike Hollister
Topics include:

  • Opportunity to invest with an institutional sponsor in an existing large portfolio of 7,000+ income producing single family rental homes located throughout the mid-west
  • Current annualized distributions of 5.31% paid quarterly with 96.4%+ historical tax shelter and ability to increase distributions as earnings potentially grow*
  • Portfolio initially established in 2018 and has been consistently performing well with new properties being continually added
    • Ongoing options to withdraw invested funds*
    • Various exit scenarios for the portfolio, including sale of individual properties, bulk sale of the entire portfolio, and the potential for an exit to the public markets, however there can be no assurances that such exit will occur

20

JANUARY

11:00 AM

WEDNESDAY

Bluerock – Total Income + Real Estate Fund Investment Opportunity

Guest Speaker: Paul Getty, John Sorrell
Covered Topics:

  • Opportunity to invest in a diversified portfolio of institutional quality real estate to obtain current income plus long term appreciation with low to moderate volatility
  • The fund has provided 31 consecutive quarters of a 5.25% annual distribution rate with quarterly liquidity options
  • Provides access to institutional private real estate managers otherwise not accessible to individuals due to large investment minimums e.g., Blackstone, Morgan Stanley, Bain Capital
  • Total annualized returns of 7.00% since inception including cash flow plus appreciation (through 9/30/2020)
  • 69% of current investments are in apartments and industrial nationwide providing sector and geographic

9

DECEMBER

11:00 AM PT

WEDNESDAY

Webinar: What’s in Store for Real Estate Investors in 2021?

Guest Speaker: Paul Getty, Louis J. Rogers, James Brunger, Ralph Bunje
Topics include:

  • Post-election impacts
  • COVID 19
  • New investment opportunities
  • Overview of the 1031 Exchange process
  • National investment perspectives from Capital Square
  • Overview of current DST investment offerings (for accredited investors only)

4

NOVEMBER

11:00 AM PT

WEDNESDAY

Webinar: Vinebrook Homes – Single-Family Rental Investment Opportunity

Guest Speaker: Paul Getty, Mike Hollister
Topics include:

  • Opportunity to invest with an institutional sponsor in an existing large portfolio of 7,000+ income producing single family rental homes located throughout the mid-west
  • Current annualized distributions of 5.7% paid quarterly with 80%+ historical tax shelter and ability to increase distributions as earnings potentially grow
  • Portfolio initially established in 2018 and has been consistently performing well with new properties being continually added

21

OCTOBER

11:00 AM PT

WEDNESDAY

Webinar:  Why 1031 Investors are Attracted to Necessity-Based Retail as well as Utilizing 1031 Exchanges to Build Wealth

Guest Speaker: Paul Getty, Warren Thomas, Ralph Bunje
Topics include:

  • What is “necessity retail” and how does it compare to other asset classes such as apartments, storage, etc.?
  • What do investors need to know when investing in portfolios?
  • How does ExchangeRight’s track record compare to others?
  • What has been the impact of COVID-19 on ExchangeRight properties?
  • 1031 Exchange overview with the latest information on potential changes.
  • 1031 Exchange Delaware Statutory Trust options – pros/cons.

14

OCTOBER

11:00 AM PT

WEDNESDAY

Webinar: Why 1031 Exchange Investors are Attracted to Manufactured Homes

Guest Speaker: Paul Getty, James Brunger, Robert Miller
Topics include:

  • Why investors are attracted to manufactured homes
  • How to evaluate various manufactured homes investments
  • Where are the hot areas?
  • Considerations for manufactured homes for 1031 and DST investors

16

AUGUST

11:00 AM

FRIDAY

Webinar:  Understanding 1031 Exchanges and How Real Estate Investors Utilize the 1031 Exchange to Build Wealth

Guest Speaker: Paul Getty, Scott Saunders
Topics include:

  • The 1031 Exchange process and how you can increase income and build wealth
  • Hold, sell, or exchange
  • Potential tax savings in a 1031 Exchange
  • Problems facing rental owners and landlords
  • Like-kind property issues
  • Choosing DST properties as your 1031 replacement property
  • Boost income from trapped equity in your current rental properties

2

AUGUST

11:00 AM PT

FRIDAY

Webinar:  Understanding 1031 Exchanges and How Real Estate Investors Utilize the 1031 Exchange to Build Wealth

Guest Speaker: Paul Getty, Scott Saunders
Topics include:

  • The 1031 Exchange process and how you can increase income and build wealth
  • Hold, sell, or exchange
  • Potential tax savings in a 1031 Exchange
  • Problems facing rental owners and landlords
  • Like-kind property issues
  • Choosing DST properties as your 1031 replacement property
  • Boost income from trapped equity in your current rental properties

19

JUNE

11:00 AM PT

FRIDAY

Webinar: Webinar: The Impact of COVID-19 on Real Estate Investments

Guest Speaker: Paul Getty, Keith Lampi
Topics include:

  • National perspective on performance of various asset classes
  • Summary of Inland’s best practices to maximize property performance for investors
  • Predictions on when impacted properties are likely to return to originally projected performance
  • DST trends including yield, cap rates, and financing
  • Summary of other (non-DST) types of real estate investments available from Inland
  • Real estate tax deferral and investment strategies for 2020 rental property owners

10

JUNE

11:00 AM PT

WEDNESDAY

Webinar: The Impact of COVID-19 on Student Housing and Understanding 1031 Exchanges

Guest Speaker: Paul Getty, Brian Nelson, Ralph Bunje
Topics include:

  • Summary of NB Private Capital best practices to maximize property performance for investors
  • National perspective on performance of student housing
  • Prediction on when impacted properties are likely to return to originally projected performance
  • Long-term student housing trends
  • Update on recent changes to 1031 Exchange rules
  • Real estate tax deferral and investment strategies for 2020 rental property owners

20

MAY

11:00 AM

WEDNESDAY

Webinar: How Landlords are Navigating COVID-19 Challenges as well as Understanding 1031 Exchanges

Guest Speaker: Paul Getty, Ralph Bunje, Ryan Mayberry
Covered Topics:

  • Impact of COVID-19 on rental property owners
  • Real estate tax deferral and investment strategies for 2020 rental property owners
  • Is it time to sell and tap into the trapped equity in your rental properties?
  • 1031 Exchange replacement properties that potentially increase income and minimize management

8

MAY

11:00 AM

FRIDAY

Webinar: The Impact of COVID-19 on Real Estate Investments

Guest Speaker: Paul Getty & Louis Rogers
Covered Topics:

  • Relative performance of asset classes including residential, multifamily, retail, storage, student housing, industrial, etc.
  • Best practices for landlords in managing tenants and collecting rents
  • Impact on prices and loans
  • Considerations in selling now or waiting
  • Update on recent changes to 1031 Exchange rules
  • Real estate tax deferral and investment strategies for 2020 rental property owners

29

APR

11:00 AM

WEDNESDAY

Webinar: How Landlords are Navigating COVID-19 Challenges as well as Understanding 1031 Exchanges

Guest Speaker: Paul Getty, Ralph Bunje and Brian Skarbek
Covered Topics:

  • Impact of COVID-19 on rental property owners
  • Real estate tax deferral and investment strategies for 2020 rental property owners
  • Is it time to sell and tap into the trapped equity in your rental properties?
  • 1031 Exchange replacement properties that potentially increase income and minimize management

17

APR

11:00 AM

FRIDAY

WEBINAR: California Statewide Rent Control Update Including COVID-19 Impact & Understanding 1031 Exchanges

 

Guest Speaker: Paul Getty & Ron Ricard
Covered Topics:

  • Minimizing 2019 income tax obligations for rental property owners
  • Real estate tax deferral and investment strategies for 2020 rental property owners
  • Is it time to sell and tap into the trapped equity in your rental properties?
  • 1031 Exchange replacement properties that potentially increase income and minimize management

3

APR

11:00 AM

FRIDAY

Webinar: The Impact of COVID-19 on Real Estate Investments & Understanding 1031 Exchanges

 

Guest Speaker: Paul Getty & Ralph Bunje
Covered Topics:

  • Impact of COVID-19 on real estate investments
  • Real estate tax deferral and investment strategies for 2020 rental property owners
  • Is it time to sell and tap into the trapped equity in your rental properties?
  • 1031 Exchange replacement properties that potentially increase income and minimize management

25

MAR

11:00 AM

WEDNESDAY

WEBINAR: 2019 Tax Planning for California Landlords + California Rent Control Updates

Guest Speaker: Paul Getty and Mike Hollister
Covered Topics:

  • Minimizing 2019 income tax obligations
  • Updates on AB 1482 (Statewide Rent Control)
  • Real estate tax deferral and investment strategies for 2020 rental property owners
  • Is it time to sell and tap into the trapped equity in your rental properties?

6

MAR

11:30 AM

FRIDAY

WEBINAR: 2019 Last Minute Tax Planning for California Landlords & Understanding 1031 Exchanges

Guest Speaker: Paul Getty and Ian Bunje
Covered Topics:

  • Minimizing 2019 income tax obligations for rental property owners
  • Real estate tax deferral and investment strategies for 2020 rental property owners
  • Is it time to sell and tap into the trapped equity in your rental properties?
  • 1031 Exchange replacement properties that potentially increase income and minimize management

28

FEB

11:30 AM

FRIDAY

How California Landlords are Coping with Statewide Rent Control

Guest Speaker: Paul Getty, Brian Sanborn
Covered Topics:

  • Minimizing 2019 income tax obligations
  • Updates on AB 1482 (Statewide Rent Control)
  • Real estate tax deferral and investment strategies for 2020 rental property owners
  • Is it time to sell and tap into the trapped equity in your rental properties?

29

JAN

6:00 PM

WEDNESDAY

How California Landlords are Coping with Statewide Rent Control

Guest Speaker: Paul Getty, Simon Brower and John Sorrell
Covered Topics:

  • Impact of AB 1482 with rent caps and just cause provisions on rental property owners
  • Real estate tax deferral and investment strategies for 2020 for rental property owners
  • Is it time to sell and tap into the trapped equity in your rental properties?
  • 1031 Exchange replacement properties that potentially increase income and minimize management

22

JAN

6:00 PM

WEDNESDAY

How California Landlords are Coping with Statewide Rent Control

Guest Speaker: Paul Getty and Sandy Simmons
Covered Topics:

  • Impact of AB 1482 with rent caps and just cause provisions on rental property owners
  • Real estate tax deferral and investment strategies for 2020 for rental property owners
  • Is it time to sell and tap into the trapped equity in your rental properties?
  • 1031 Exchange replacement properties that potentially increase income and minimize management

15

NOV

11:30 AM

FRIDAY

How California Landlords are Coping with Statewide Rent Control

Guest Speaker: Paul Getty and BJ Kuula
Covered Topics:

  • Impact of AB 1482 with rent caps and just cause provisions on rental property owners
  • Real estate tax deferral and investment strategies for 2020 for rental property owners
  • Is it time to sell and tap into the trapped equity in your rental properties?
  • 1031 Exchange replacement properties that potentially increase income and minimize management

6

NOV

6:00 PM

WEDNESDAY

Dinner Seminar at Juniper Hotel Cupertino 

Guest Speaker: Paul Getty and Peter Fisher
Covered Topics: How California Landlords are Coping with Statewide Rent Control