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.
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Event Program

DAY 1
Welcome Dinner
Nov 1, 2024
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 Debt Expert - Alec Neesham
- Real Estate Partnerships Expert - Kris Bennett
- Real Estate 1031 Experts - Jeff Bemis
- Real Estate IRA/Retirement Vehicle Expert  - Kurt Weinrich
- Real Estate Deal Analysis Expert - David Guzy
- Health and Wellness Expert - Ryan Kennedy
DAY 2
Understanding a Tax Strategy
Nov 2, 2024
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: Different types of Income & how to best offset income using Cost Segregation studies
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
Ryan Kennedy’s Health and Energy Presentation
with Ryan Kennedy, Health Expert
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."
Asset Protection and Building Your Team
DAY 3
Nov 3, 2024
1
Breakfast provided
2
Learning the Fundamentals of Real Estate Tax Strategies Part 2: Calculating tax basis vs cost basis, the impact of depreciation recapture & how to calculate cap gains
with Mark Perlberg, Jeremiah Boucher, and Chris Warfield
3
Finding Your Investment Edge
with Jeremiah Boucher, David Guzy, and Chris Warfield
4
Investing through IRAs and Trusts
with Kurt Weinrich
5
Lunch provided
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."
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
working for his father’s paving company in New Hampshire, Jeremiah learned the real estate business from the ground up.
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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
to asset protection.Jeff attended law school at The George Washington University Law School, where he was a Presidential Merit Scholar and a Faye & Sheldon Cohen Scholar (Tax Law).  He received his undergraduate degree at Brigham Young University - Idaho in Financial Economics and Accounting.
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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
multifamily, retail, office, industrial, self-storage, MHC, and hospitality. Prior to starting Atlas Real Estate Capital, Alec originated debt & equity while employed at Marcus & Milli chap Capital Corporation and Pinnacle Financial Group. Alec is originally from Cleveland, Ohio and attended the University of Kentucky where he studiedBusiness Management and Marketing. After completing his undergraduate studies, Alec completed the Specialized Master of Finance program at The Ohio State University, where he studied Real Estate and Corporate Finance, and was elected by his peers as the class commencement speaker.
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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
private equity firms specializing inreal estate and services-based businesses.In 2006, Jeff joined Rimrock Capital Management, a California-based absolutereturn hedge fund with $4 billion dollars under management. He led the lessliquid and alternative capital strategies at Rimrock during his 15 years as aportfolio manager, which included billions of dollars of investment incommercial real estate transactions.
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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
instorage real estate. He has been a guest speaker in Executive MBA and Undergraduateclasses at UNC’s Kenan-Flagler Business School, where he served as a Fund Managerfor the school’s private equity real estate fund. You can follow Kris on social media at@thekrisbennett or www.storageinvestorshow.com
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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
services. He has personally managed over $1 billion in real estate transactions. He has flipped 450homes and 1,000 apartment units. When he founded a trust company, Kurt took his mission of educating Americans on the power of self directed accounts to new heights. His experience and in-depth knowledge of SDIRA industry market dynamics are frequently leveraged and employed. Moreover, it allows Kurt to educate and empower self directed investors each and every day. Kurt is also a sought after platform speaker on the topics of estate planning, capital development and investment growth through use of self directed IRA vehicles. These speaking engagements allow him to share his expertise with others who are interested in obtaining greater financial security.
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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
in order to help them make the most advantageous decisions for their businesses and finances while maintaining compliance and timely filings. In addition, he is a native New Yorker living in Atlanta, volunteer for the humane society, foodie and world traveler.
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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,
hormones, anti-aging, breath work, mental health, and overall wellness for achieving an optimized life.Through his podcast and social media, Ryan’s understanding of functional medicine, nutrition, and the delicate balance between performance and health, has helped thousands of people around the world achieve their goals and improve their quality of life.When Ryan’s mother was diagnosed with cancer in 2008, his entire life changed in an instant. Her passing was a turning point for Ryan. Now, he has made it his mission to educate and inspire people to live a healthy, vibrant, and fulfilling life.
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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
overseen the underwriting of thousands of real estate transactions. His proprietary Excel models are widely used for raising equity, securing debt, and optimizing operational performance, providing invaluable insights to investors and stakeholders.Prior to establishing The Guzy Group, David held roles in both the banking industry and in engineering consulting. He holds a Bachelor of Science in Mechanical Engineering and aMaster of Business Administration (MBA) from the University of Florida. He currently resides inBoca Raton, Florida.You can connect with David at David.Guzy@TheGuzyGroup.com.
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THE venue CARTE HOTEL, SAN DIEGO

“GREAT Accommodations”

View hotel website

Accommodation OPTIONS
‍(Not INCLUDED)

BOOK HOTEL NOW WITH DISCOUNT INCLUDED

OR USE PROMO CODE: RS1

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

GET YOUR
‍TicketS Now

To attend the event, get your ticket today!
SILVER
Early Bird Pricing
$1997$2997  $2497
 (Hotel not included) $2497
*The price will be increasing soon, lock in your special early bird rate!
General Admission
Access to all event sessions
Event materials
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GOLD
Early Bird Pricing
$2497$3997  $2497
 (Hotel not included) $2497
*The price will be increasing soon, lock in your special early bird rate!
All Silver Perks
Priority seating behind VIP
Exclusive networking opportunities
Free copy of Jeremiah’s book; “Finding Your Edge: How To Win At The Game of Commercial Real Estate Investing”
Buy Now
PLATINUM
Early Bird Pricing
$3497$4997  $2497
 (Hotel not included) $2497
*The price will be increasing soon, lock in your special early bird rate!
All Silver and Gold perks
VIP front row seating
1:1 meeting with speaker
VIP private networking session
30 min post event Zoom one-on-one consultation with Jeremiah Boucher
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Exluding the Hotel
With Hotel Included (Save 1000$)
Early Bird Pricing
*Sale Price
$1997 $2290
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
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

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