Event Leader: Jeremiah Boucher
Cracking The Code:
The Real Estate Investor's Tax Playbook
REAL ESTATE INVESTORS EVENT 2024
NOV 1-3, 2024
Carte Hotel: 401 W Ash St, San Diego, CA 92101
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Details
About our event
REAL ESTATE INVESTMENT STRATEGY
BUILDING A TEAM
UNDERSTANDING TAX BENEFITS
ASSET PROTECTION
LIMITED AVAILABILITY
Join us for an immersive real estate event. Industry experts will guide you through the intricacies of developing a robust investment strategy, understanding tax benefits, and protecting your assets. Gain valuable insights into forming an investment vehicle, building an advisory team, and leveraging banking and financing strategies tailored for real estate.
Whether you're a seasoned investor or just starting, this event offers a unique opportunity to network with professionals, learn from experienced advisors, and enhance your real estate portfolio. Don't miss the chance to elevate your investment knowledge and achieve your financial goals.
Join us for an immersive real estate event. Industry experts will guide you through the intricacies of developing a robust investment strategy, understanding tax benefits, and protecting your assets. Gain valuable insights into forming an investment vehicle, building an advisory team, and leveraging banking and financing strategies tailored for real estate.
Whether you're a seasoned investor or just starting, this event offers a unique opportunity to network with professionals, learn from experienced advisors, and enhance your real estate portfolio. Don't miss the chance to elevate your investment knowledge and achieve your financial goals.
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Event Program
1
Rooftop Meet and Greet
Registration, Handouts, Introductions
2
Dinner Provided
Nov 1, 2024
FIRST DAY: Developing an Investment Strategy
A real estate investing educational event built by Entrepreneurs and real estate investors specifically for real estate investors.
“Wealth Building Strategies - Investing Strategies, Tax Saving Strategies, Asset Protection, Estate Planning"
Meet the team:
Learn from the Best - Team of Advisors
- Real Estate Fund Expert, CEO, Patriot Holdings - Jeremiah Boucher
- Chief Financial Officer, Patriot Holdings - Chris Warfield
- Real Estate Estate Attorney - Jeff Cooper
- Real Estate CPA - Mark Perlberg
- Real Estate Private/Hard Money Lending Expert - Hannah Hammond
- Real Estate Debt Expert - Alec Neesham
- Real Estate Partnerships Expert - Kris Bennett
- Real Estate 1031 Experts - Jon Hilley & Jeff Bemis
- Real Estate IRA/Retirement Vehicle Expert - Kurt Weinrich
- Real Estate Deal Analysis Expert - David Guzy
- Health and Wellness Expert - Ryan Kennedy
“Wealth Building Strategies - Investing Strategies, Tax Saving Strategies, Asset Protection, Estate Planning"
Meet the team:
Learn from the Best - Team of Advisors
- Real Estate Fund Expert, CEO, Patriot Holdings - Jeremiah Boucher
- Chief Financial Officer, Patriot Holdings - Chris Warfield
- Real Estate Estate Attorney - Jeff Cooper
- Real Estate CPA - Mark Perlberg
- Real Estate Private/Hard Money Lending Expert - Hannah Hammond
- Real Estate Debt Expert - Alec Neesham
- Real Estate Partnerships Expert - Kris Bennett
- Real Estate 1031 Experts - Jon Hilley & Jeff Bemis
- Real Estate IRA/Retirement Vehicle Expert - Kurt Weinrich
- Real Estate Deal Analysis Expert - David Guzy
- Health and Wellness Expert - Ryan Kennedy
1
Optional - Holotropic Breathwork Session
with Ryan Kennedy, Health Expert
2
Breakfast Provided
3
Strategy Overview
with Jeremiah Boucher
4
Learning the Fundamentals of Real Estate Tax Strategies Part 1
with Mark Perlberg, Jeremiah Boucher, and Chris Warfield
5
Lunch Provided
Round Table Discussions
6
Asset Protection Essentials
with Jeff Cooper, Jeremiah Boucher, and Chris Warfield
7
Real Estate Deal Analysis
with David Guzy, Jeremiah Boucher, and Chris Warfield
8
The Partnership Advantage: Real Stories and Strategies
with Kris Bennett
9
Go enjoy a night out on the town
Nov 2, 2024
SECOND DAY: Building the Foundation - The Long game vs the Short Game of RE Investing
"People will do almost anything to stay in their comfort zones. If you want to accomplish anything, get out of your comfort zone.
Strive to increase order and discipline in your life. Discipline usually means doing the opposite of what you feel like doing.
The easy roads to discipline are 1) setting deadlines, 2) discovering and doing what you do best and what's important and enjoyable to you, and 3) focusing on habits by replacing your bad habits and thought patterns, one by one over time, with good habits and thought patterns."
Strive to increase order and discipline in your life. Discipline usually means doing the opposite of what you feel like doing.
The easy roads to discipline are 1) setting deadlines, 2) discovering and doing what you do best and what's important and enjoyable to you, and 3) focusing on habits by replacing your bad habits and thought patterns, one by one over time, with good habits and thought patterns."
1
Breakfast provided
2
Learning the Fundamentals of Real Estate Tax Strategies Part 2
with Mark Perlberg, Jeremiah Boucher, and Chris Warfield
3
How to Win with Private Money
with Hannah Hammond
4
Investing through IRAs and Trusts
with Kurt Weinrich
5
Lunch provided - Health and Energy Presentation
with Ryan Kennedy, Health Expert
6
Advanced Topics and Tools: 1031 Exchanges
with Jeff Bemis
7
Commercial Real Estate Financing Secrets
with Alec Neesham
8
Closing Remarks
3 NOV, 2024
THIRD DAY: Secure and Expand Your Investment
"People will do almost anything to stay in their comfort zones. If you want to accomplish anything, get out of your comfort zone.
Strive to increase order and discipline in your life. Discipline usually means doing the opposite of what you feel like doing.
The easy roads to discipline are 1) setting deadlines, 2) discovering and doing what you do best and what's important and enjoyable to you, and 3) focusing on habits by replacing your bad habits and thought patterns, one by one over time, with good habits and thought patterns."
Strive to increase order and discipline in your life. Discipline usually means doing the opposite of what you feel like doing.
The easy roads to discipline are 1) setting deadlines, 2) discovering and doing what you do best and what's important and enjoyable to you, and 3) focusing on habits by replacing your bad habits and thought patterns, one by one over time, with good habits and thought patterns."
Real estate cannot be lost or stolen, nor can it be carried away. Purchased with commonsense, paid for in full, and managed with reasonable care, it is about the safest investment inthe world.
Franklin D. Roosevelt
Speakers of
the event
Jeremiah Boucher
Jeremiah Boucher is a value investor and the founder of Patriot Holdings LLC. He has specialized in the acquisition and development of alternative commercial real estate assets over the last 20 years. Coming from humble beginnings, growing up in Las Vegas and spending his summers
Jeff Cooper
Jeff Cooper is an attorney and CPA at the Nevada law firm of Dawson Lordahl Weisenmilller PLLC, where he focuses on business law, estate planning, and tax law. In particular, Jeff works extensively with out-of-state clients to help them utilize Nevada's favorable trust laws, especially in regard
Chris Warfield
Chris leads the finance team at Patriot, but also provides leadership in every aspect of the business. Chris has been instrumental in Patriot's growth, Investor Relations and maximizing returns on assets for investors.
Alec Neesham
Alec is a founder of Atlas Real Estate Capital, a boutique commercial real estate debt & equity originations firm based out of Sarasota, FL. Alec has been involved with more than $3 Billion in originations over the last 5 years and has closed both debt & equity transactions across most major asset classes including
Hannah Hammond
Hannah Hammond is self-made entrepreneur who set out to create a life beyond the chains ofmediocrity very early on. With self- motivation, grit, and hustle, Hannah became a verysuccessful entrepreneur at a shockingly young age, after living through a difficult childhood filledwith many challenges. After graduating Summa Cum Laude
Jeff Bemis
Jeff was raised in Newport Beach, California and attended the University ofSouthern California. After graduating from USC as a member of multiplehonor societies, Jeff worked for Ernst & Young as a CPA before turning hiscareer toward finance and attaining his CFA designation. Jeff then worked asa consultant to small and middle market
Kris Bennett
Kris Bennett has closed over $130 million in self-storage deals since 2021 and iscommitted to helping investors achieve their financial goals through strategic real estateinvesting. As the host of The Storage Investor Show podcast, Kris shares his expertiseon self-storage investing each week, and interviews founders, CEOs and investors
Kurt Weinrich
Kurt Weinrich has spent the last 20 years focused on growth opportunities and wealth accumulation through real estate vehicles. His aptitude for business has afforded him the opportunity to provide management direction, capital restructuring, investment research analysis, business projection analysis and capital acquisition
Mark Perlberg
Mark Perlberg is a CPA, Certified Tax Planner and founder of a virtual tax andconsulting practice specializing in helping real estate investors and entrepreneursachieve their goals through tax strategy. They team with their clients to understand theirgoals and circumstances, and evaluate all sources of past, current and future financial events
Ryan Kennedy
Ryan Kennedy is a functional medicine practitioner, clinical nutritionist, speaker, and best-selling author.Ryan coaches individuals all over the world for health, longevity, and performance. He also works with companies and teams for body and brain performance enhancement, and specializes in muscle gain, fat loss, digestion/gut health, sleep,
David Guzy
David Guzy is the founder of The Guzy Group, a financial and real estate modeling firm specializing in underwriting and strategic analysis. With extensive experience in evaluating a wide range of asset classes, including self-storage, manufactured housing parks (MHP), retail, office, industrial, and multifamily properties, David has
THE venue CARTE HOTEL, SAN DIEGO
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“GREAT Accommodations”
Accommodation OPTIONS
(Not INCLUDED)
BOOK HOTEL NOW WITH DISCOUNT INCLUDED
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LIFE IS SUITE
1 King Bed Junior Suite San Diego City View
Our 775 square feet Junior suites features one king bed and a sitting area and a larger bathroom with double sinks. The junior suite offers two 55-inch HD TV, coffee maker, bathrobes and slippers, alarm clock, iron, in-room safe and mini refrigerator. Indulge yourself and stay in a stylish suite with exclusive views of Downtown San Diego through floor-to-ceiling windows.
Sleeps 4
Keurig
LCD TV
Iron/ironing board
Bathrobe
Air conditioning
Mini refrigerator
Hairdryer
Radio alarm clock
LIFE IS SUITE
1 King or 2 Queen Rooms
Our 345 square feet deluxe room offers a 55-inch HD TV, coffee maker, bathrobes and slippers, alarm clock, hairdryer, iron, in room safe and mini refrigerator. This room offers floor-to-ceiling windows and features a large vanity with dimmable lighting in the oversized bathroom.
Sleeps 2
Keurig
LCD TV
Iron/ironing board
Bathrobe
Air conditioning
Mini refrigerator
Hairdryer
Radio alarm clock
LIFE IS SUITE
City View Rooms
Our 345 square feet deluxe room features a 55-inch HD TV, coffee maker, bathrobes and slippers, alarm clock, hairdryer, iron, in room safe and mini refrigerator. This room offers amazing views of Downtown San Diego through floor-to-ceiling windows and features a large vanity with dimmable lighting in the oversized bathroom.
Sleeps 4
Keurig
LCD TV
Iron/ironing board
Bathrobe
Air conditioning
Mini refrigerator
Hairdryer
Radio alarm clock
LIFE IS SUITE
Panoramic Views
Our 365 square feet corner room with two queen beds features a 55-inch HD TV, coffee maker, hairdryer, iron, in room safe and mini refrigerator. These rooms are located on all floors with panoramic San Diego city views through floor-to-ceiling windows and features a large vanity with dimmable lighting in the oversized bathroom. Relax in our refined and locally inspired guest rooms with thoughtful amenities and modern luxuries.
Sleeps 4
Keurig
LCD TV
Iron/ironing board
Bathrobe
Air conditioning
Mini refrigerator
Hairdryer
Radio alarm clock
LIFE IS SUITE
Accessible Accommodations
Each room type is equipped with hearing and mobile accessibility. Hearing accessible rooms have a visual alarm, notification devices for the doorbell or door knock and incoming telephone calls. Mobility accessible rooms offer an accessible tub or a roll-in shower.
Sleeps from 2
Keurig
LCD TV
Iron/ironing board
Bathrobe
Air conditioning
Mini refrigerator
Hairdryer
Radio alarm clock
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TicketS Now
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Limited Time Offer
Early Bird Pricing
$1997$4997
(Hotel not included)
*The price will be increasing soon, lock in your special early bird rate!
Mastermind Sessions
Meet with Speakers
Workbook
Guided Sessions
Tax Training
Asset Protection Strategies
Investing In Real Estate
Refreshments
Goal Setting
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Early Bird Pricing
*Sale Price
$1997 $2290
00
days
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00
hourse
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00
minutes
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00
seconds
High Performance Training
Post-Workout Recovery
Sauna & Steam Room
Cold Plunge
Motivational Coaching
Inner Work
Breathwork
Journaling
Goal Setting
Masterminding
Buy Now
Early Bird Pricing
*Sale Price
$2997 $3299
00
days
:
00
hourse
:
00
minutes
:
00
seconds
High Performance Training
Post-Workout Recovery
Sauna & Steam Room
Cold Plunge
Motivational Coaching
Inner Work
Breathwork
Journaling
Goal Setting
Masterminding
Buy Now
