Past Speakers and Presentations at Tulsa REIA
January 12, 2012
Kick Off the New Year Fully Prepared
We have a panel of 4 Oklahoma Real Estate Investors who will be going over the following:
- 2011 Year End Real Estate Market and 2012 Forecast for Tulsa Oklahoma
- Setting New Goals and the Actions Needed to Reach Them
- Determining Your Real Estate Investing Category and taking advantage of it.
- Examples of Some of the Deals out there in Today's Market
- Feedback on what you want to see with Tulsa REIA in 2012 as far as main meetings and special sessions to help you improve your real estate investing career.
- Q & A
December 8, 2011
Holiday Party and Round Table Networking
We will have some snacks and coffee and tea provided for our Annual Holiday Party. Our open networking is extended and we have announcements and updates to share along with a year end review. We have round tables set up so that you can meet and network with each other. Bring plenty of business cards. Then every 15 minutes the tables change so that you will meet different people. This breaks up the regular clicks and forces each other to meet someone new. Also Investor Friendly Tulsa Real Estate Attorney will be there so bring your legal questions!
November 10, 2011
Todd Bockman - "Surviving and Thriving as a Real Estate Investor in Today's Market"
Todd is a full-time real estate investor purchasing his first property in 1989. Since then Todd has been active in rentals, rehabs, pre-foreclosures, reo's, tax sales, plus much more. He excels at locating properties in "hidden markets" uncovering undiscovered "gems" where other investors rarely look. Todd is also a Human Performance Strategist with a background as an NLP Master and Trainer, and is a Strategic Intervention Coach certified through Anthony Robbins Companies. His expertise is in the mindset of the Entrepreneur and helping them breakthrough what's holding them back from unlimited success - a much overlooked aspect of many real estate trainings today. Todd is also star of his own reality show "Human Whisperer" available online and currently in discussions with cable networks.
October 13, 2011
Tulsa InvestorFest...
Who is a good this? ...Who is a good that?
Find out at Our Annual Trade Show Style Event
Tulsa InvestorFest!
Tulsa REIA gets asked all the time for good professionals who work with and are familiar with Oklahoma Real Estate Investors. Just because a professional specializes in real estate, doesn't always mean they understand investors and the unique way deals are structured. We search for professionals who are "investor friendly" and who have worked with real estate investors in the past, people who understand our niche in real estate of which many have invested in real estate themselves.
Meet Hard Money Lenders, Commercial Realtors, Residential Realtors, Real Estate Attorneys, Title Companies, Contractors, Maintenance, Managers, Tulsa Housing Authority Section 8 Landlord Specialist and Home Inspector, and More Professionals who specialize in working with Real Estate Investors!
Bring your questions and business cards to meet, network, and talk to Real Estate Professionals about real estate investing in Oklahoma.
More Info at TulsaInvestorFest.com
September 8, 2011
Darrel Cunningham - Mortgage Planner
Darrel helps his clients successfully manage their home equity to increase liquidity, safety, rate of return, and tax deductions. Unlike a traditional loan officer, Darrel's role is to help his clients integrate the loan they select into their overall long- and short-term financial and investment plan to help minimize taxes, improve cash flow and minimize interest expense.
He provides a system and guidance for helping people get out of debt and for restoring and improving their credit profile and score as a lifestyle process. He is currently developing a website to provide and automated system to help in creating a plan, tracking, education, and consulting.
August 11, 2011
Tim Norris - National Real Estate Insurance Group
As fellow real estate investors, we know what challenges you face to properly run your business. We can help secure your real estate investments in the most efficient and cost-effective way!
National Real Estate Insurance Group was built to specifically address the unique needs of the real estate investor. We are investors ourselves, so we can sympathize with your challenges. We strive to be accessible and efficient, as we realize insurance, though a vital part of your business, should not be detrimental to it.
Our specialized coverage for residential real estate investors is perfect for anyone who owns rental, rehab, or vacant property. Our program offers great rates but more importantly, ease of mind and proper coverage for your investment. As investors ourselves, we designed our program with you in mind. Some key features include: monthly billing, no underwriting, same day proof of insurace, easy claims processing, and much more.
We strive to be an integral part of our clients' trusted team of advisors by providing the best insurance solutions with world-class client service.
July 14, 2011
Ron Skelton - Marketing Mentor
Ronald Skelton is a Marketing Coach who has worked with other real estate investors and many other business owners. Marketing is the main key to success for any business. Ron was born and raised right here in Oklahoma and has an extensive and varied executive work history. Ranging from being a U.S. Veteran of the US Air Force, to Leading divisions of technical companies in Califorina and now has an extreme passion for marketing and helping small to medium businesses succeed.
Not only is Ronald very skilled and ready to serve your marketing needs but he has a passion for education and continues to study what's working and what just isn't when it comes to marketing.
As a Coach, I enjoy my role in my clients path to successfully growing their business. I provide proven marketing solutions that increase your profits, improve your market share and develop your brand all while remaining within budget.
June 12, 2011
Tonight our presentation is Owner Financing for Investors when Buying or Selling Real Estate by Jason Windholz. I have used owner financing on many real estate deals when buying and selling and have researched the Oklahoma Laws to determine the best way to be protected with owner financed notes. I have also bought and sold many owner financed notes themselves so I will break down the time value of money to show you how to make multiple offers with owner financing where the seller still gets cash at closing. This is not a class about the note business, this is how real estate investors use notes in their everyday investing. All Real Estate deals are involved with notes unless you are paying with your own cash but most investors don't pay attention to them since the banks supply them. I will go over different scenarios when I bought or sold with owner financing and how to maximize your profit when dealing with notes. Owner Financing has cycles just like real estate and bank mortgages. When bank loans were easy to get owner financing became rare because nobody had a need for it. The owner finance cycle is now moving upwards because bank loans are hard to get and more sellers are being exposed to them. It is a great time for investors to take advantage of using them to make money in today’s market.
May 12, 2011
Round Table Networking with Professionals
Get the latest updates in real estate market, news, laws, and more. We will have a Tulsa real estate attorney, investor friendly realtor, rehabber (fix and flip), and landlord at round tables so bring plenty of business cards and questions for the professionals and you will get to meet everyone else in who shows up with brief introductions from everyone. Round Table Networking is very popular amongst our members for making contacts and getting questions answered.
April 14, 2010
No Nonsense Real Estate Investing David Alexander is a creative real estate investor within the Dallas, TX area and has been buying, selling, and investing real estate for over 10 years. He is an active investor and enjoys teaching others about what he does and how they can achieve similar success.
David has a unique approach to real estate investing as he teaches and conveys the fundamentals on creating a full system geared towards buying and selling real estate. This unique method allows one to create notes for building a passive income for tomorrow while creating an automated income today of 60, 70, 80, 90, even 100,000 dollars more per year, while working the business as little as 3-5 hours a day.
David Alexander is also a principle of several other websites and business endeavors including BanditSigns.com and WeFinanceHouses.com.
March 10, 2011
Theresa Jones, Tulsa Landlord - Property Management Ideas, Resources, & More.
Theresa Jones has a BA in Business Administration and an MBA in Management Leadership from the University of LaVerne. She has been a business owner since 1998 and Real Estate Investor since 2000. She has owned and operated several businesses including a property management company since 2004. Her other businesses include a Real Estate Company, Maintenance, Hotel Furniture Liquidation and the Big Yellow Store. She has had her personal portfolio up to 10 million in Single Family Residences, Condos, Apartments and Commercial. Her forte is lower income properties and how to make money through efficient effective stress free management. She will be discussing, how to rent properties, how to screen tenants, applications, leases, evictions, maintenance, insurance, helpful forms and resources to assist you in your real estate business. She will show you cost and time effectives, by using free resources that are at your fingertips, as well as, some low cost alternatives to run your business.
BAD WEATEHR ALERT: February Meeting POSTPONED to February 17, 2011
Maureen Kile, Investor Friendly Realtor - Buying Foreclosures at the Sheriff's Sale
Maureen Kile is a residential Realtor who works with investors! Its hard to find an investor friendly Realtor so Maureen is a valuable person to know in the Tulsa real estate market. This months meeting is about Foreclosures and the Sheriffs Sale process in Oklahoma. Normally Realtors are not involved in the foreclosure process but Maureen does buy foreclosures at the sheriff's sale and assists investors in the foreclosure buying process.
January 13, 2011
Scott Lamontagne, Apartment Underwriting Basics for Investors
Mr. Lamontagne has personally represented buyers and sellers in over $605 million dollars of multi-family properties. In addition, as the Regional Manager in the firms Los Angeles, and subsequently Encino office, he oversaw in excess of $750 million in transactions of multi-family, retail, office, industrial, hospitality, self-storage, and mobile home park transactions.
Scott joined the Dallas office of Marcus & Millichap in August of 2003 as a Multi-Family specialist where he served as a Director in the firm’s National Multi-Housing Group. By 2006, Mr. Lamontagne earned Senior Associate status and became a member of the firm’s Million Dollar Earner Club. He is a two-time National Achievement Award recipient, three-time Sales Achievement award winner, and was the number one Multi-Family agent in Texas for 2006, and was number two in 2005.
In June 2007, Mr. Lamontagne was appointed as the Sales Manger in the firms Dallas office. He was then promoted to Regional Manager of Los Angeles in November 2007, and in January 2009 was assigned to the Encino office as Regional Manager where he managed operations of one of the firm’s most productive offices. In November 2008, Mr. Lamontagne was also appointed as the Western U.S. Director of Special Asset Services. As the senior executive west of the Mississippi, Mr. Lamontagne was responsible for a division dedicated to advising and representing lenders, financial institutions, and government agencies, with troubled assets.
Prior to joining Marcus & Millichap, Mr. Lamontagne built and owned several start up enterprises including a multi-million dollar advertising & marketing call center in St. Louis. In addition he has owned a retail franchise in Tampa, and a product distribution business, web-development company, and small investment firm all in Dallas, Texas.
Scott attended Oklahoma State University and is a graduate of the University of Kansas with a degree in Business Communications.
December 9, 2010
Holiday Party - Yearly Review and Update plus Q&A with our Panel of Experts. We will have some snacks and coffee and tea provided for our Annual Holiday Party. Our open networking is extended and we have any announcements and updates to share along with a year end review. The second half of the meeting will be general Q & A with our panel of real estate investing experts.
November 11, 2010
Bill Zumwalt, CPA - Real Estate Tax Preparation and Year End Planning
About Bill Zumwalt in his own words:
My name is Bill Zumwalt, and I'm a third-generation Certified Public Accountant. In fact, my grandfather was one of the very first public accountants certified in the entire state of Oklahoma. I'm a tax guy, and I specialize in working with real estate agents. (In fact, I'm the only accountant in town who belongs to the GTAR. I've even attended CE classes to better understand your business!)
I grew up watching my father and grandfather practice "old-school" accounting -- mainly just putting the "right" numbers in the "right" boxes. Sure, they recorded the "right" history -- but they did very little proactive planning for their clients.
But as I worked my way up to become CFO of Thrifty Car Rental, I saw how important proactive planning could be. We couldn't afford to wait for history to happen. We had to make our own history, in a brutally competitive market.
When I bought out my father's practice in 1988, I resolved to take that forward-thinking focus to my own personal clients. Why shouldn't self-employed individuals and business owners like you take advantage of the same money-saving concepts and strategies as "the big guys"?
Today, I work with business owners, real estate agents, and self-employed individuals here in Tulsa and throughout Oklahoma and neighboring states. Take a few minutes to look over TeamZumwalt.com to see how we can help you. Then call me at 918.583.1040 for your free tax appraisal. You'll be glad you did!
October 14, 2010
Tulsa InvestorFest 2010
Who's a good this? Who's a good that? Find out at Tulsa InvestorFest
Meet lenders, attorneys, managers, realtors, etc. This meeting is a trade show style event to have the professionals available for the members. Meet, Greet, and Network! Members always ask me if I know of good professionals, well, I've gathered them up for Tulsa InvestorFest and will have them here for you to meet trade show style! Bring plenty of business cards.
Visit TulsaInvestorFest.com for info on past and future, Tulsa's InvestorFest.
September 9, 2010 7pm-9pm
Attorney David Dryer
This month's meeting will be covered by Tulsa real estate attorney David Dryer talking about Asset Protection for real estate investors using Land Trusts, Corporations, and LLCs. This is some good material for investors and all investors should use land trusts with any entity they choose to protect their investments. Land Trusts are great for rental property, rehabs, subject to deals, and even your personal residence. Land trusts work when you buy houses with a corporation, LLC, partnership, or even as an individual. There are many benefits to use a entity other than yourself so come find out the reasons and bring your questions relating to these topics. David will provide a Question and Answer period to the presentation as well. It is always good to ask your legal questions about real estate investing when you have an attorney "off the clock!"
August 12, 2010 7pm-9pm
Rescue Your Retirement from Wall Street: Self-Directed IRAs & Qualified Plans for Real Estate Investing
- Do you hear friends, family and neighbors talking about self-directed retirement accounts and the great returns they have seen?
- Looking for a way to get educated on this the power of self-directed IRAs & qualified plans from the foremost leading industry experts?
- Ready to take control of your retirement?
Come learn from H. Quincy Long, President of Entrust Retirement Services, why Wall Street doesn't want you to know about self-directed IRAs when they have been around for over 30 plus years. This presentation will teach you the basics of what you need to know about investing your retirement dollars into “alternatives” assets like Real Estate, Notes, and Private Placements, as well as other investment options. We will also show you how to make more money, create more sales, and create a private funding source for all of your real estate transactions. Wouldn’t it be nice to never have to deal with a conventional lender ever again? Wouldn’t it be great to get an amazing return on investment for yourself and help others create those same returns with Real Estate backed investments? Wouldn’t it be worth your time to learn how self-directed IRAS can provide more safety, security and more predictable returns than you are used to seeing with your “traditional” stocks, bonds and mutual fund investments? Wall Street has shown the public over the last few decades how they aren’t interested in protecting the average investor. Take back control of your retirement account. Have the ability for true diversity in your retirement account. Let Entrust show you how to make up Wall Street loses with Main Street investments. This is one presentation you will not want to miss. Don't miss out on this opportunity to learn from the best. More About H. Quincy Long
July 8, 2010 7pm-9pm
Round Table Networking and Recent Updates for Investors
This is one of our most popular events. We have round tables set up so that you can meet and network with each other. Bring plenty of business cards. Then every 15 minutes the tables change so that you will meet different people. This breaks up the regular clicks and forces each other to meet someone new.
June 10, 2010 7pm-9pm
Oklahoma Tax Sale Investing and Real Estate Investor Website and Social Media Tips.
The next Resale Auction to buy properties in Oklahoma is June 14th. Learn about Tax Resale Auctions, how they work and how to buy properties at the auction. This is not the Tax Certificate Sale that is held in October, the Annual June Resale actually has properties for sale. We will go over the whole process for investing in properties and certificates in Oklahoma and what Real Estate Investors should go after. Then we will go over how to set up and use websites for Investing plus more about using Facebook, Twitter, and other social media to help you maintain an online presence as an investor. Tulsa is catching up on the other cities and having an online presence is essential for any business in todays world. Learn what to do and how to take the steps to get your investing business online. There are simple steps to get started for the people who don't know anything about the internet, and more details for those who are already online.
May 13, 2010 7pm-9pm
Pete Youngs AKA Mr Rehab
Pete Youngs' expertise is teaching people how to rehabilitate properties for a fraction of the normal estimated cost. His knowledge and ability to get the highest quality results for the lowest possible price earned his companies such prestigious renovation contracts as the living quarters at the 1996 Atlanta Summer Games, Courtyard By Marriott Hotels, two different contracts within international communications giant MCI, Publix Distribution Center, and hundreds of single and multi-family homes nationwide.
Pete will share his contractor knowledge with investors and homeowners alike, teaching everyone how to put THOUSANDS OF DOLLARS into your own pocket.
Pete knows that buying discount properties insures a lower purchase price, and will teach you valuable contractor techniques to lower your fix up or maintenance costs by 50% or even 75%! You will literally add REAL DOLLARS to your net worth and equity position whether you own just one home or one hundred homes.
Pete's success and humor has launched him to featured speaker status at numerous national investment conferences. Pete's REHAB 101 package and his other courses continue to receive awards from various entrepreneurial organizations.
Pete is a successful investor; business owner, author, and lecturer dedicated to helping others to achieve their goals as investors and real estate entrepreneurs. He has a monthly column in Real Estate Success Magazine and Real Estate Investor Publication and is a participating supporter of Habitat for Humanity, GAreia, National REIA and other various groups. For more info on visit www.PeteYoungs.com
April 8, 2010 7pm-9pm
Topic: Tips & Tricks for Investors on a Shoestring Budget
Presenter: Jerry Powers
Most Real Estate Investors starting out quickly find the sea of so-called “Gurus” that all promise to make you wealthy if you will just buy their program, or system, or coaching for the INCREDIBLY low price of $997, or $1,997, or even $4,997! Yet, as most Investors find, the programs lack details and support. But the “Gurus” other program, or system, or coaching will answer these additional questions.
The meeting presenter in April, Jerry Powers, found himself in that situation after paying over $9,000 for Rich Dad’s program and several thousand dollars more with other “Gurus” programs for the past 2 years. This prompted Jerry to create a system whereby he and his staff could very quickly analyze properties and determine up to 6 different Exit Strategies for any property.
During the course of creating this system for himself and his company he discovered many low-cost to no-cost methods that benefit Real Estate Investors. Jerry will be presenting his discoveries on how Investors can play with the Big Dogs on a Weiner Dog budget!
Just some of the topics discusses will be:
How do I find low-cost or no-cost leads?
Once I’ve found a property, how do I get the detailed County Property information?
How do I find the comps and how do I evaluate them correctly?
How can I determine a BPO value for a property?
How do I calculate my Maximum Allowable Offer?
How do I determine the best Exit Strategy?
How can I use the internet to market my business?
How can I quickly, easily, and accurately calculate my Repair Costs?
Many other tips & tricks!
You don’t want to miss this night of learning new valuable nuggets for your business!
About Jerry Powers:
Jerry Powers has been involved in the Real Estate industry for over 20 years. He attended the University of Oklahoma majoring in Construction Management focusing on Residential Construction. He has worked for several homebuilders in various capacities such as Field Superintendent, Estimator, Designer, Purchasing Manager, Land Development Analyst, IT Support, and many other areas. Additionally, he served as a Project Manager for a large Residential Architectural firm in the Washington, DC area.
For the past 2 years he has shifted his focus to Real Estate Investing with a focus of creating systems for Investors that maximizes their efforts. He has studied programs from Rich Dad Education, Cory Boatright, and Lee Arnold. With his education and background in the Real Estate Industry he provides a thorough analysis and insight into the Real Estate Investing field.
March 11, 2010 7pm-9pm
John Berven - Ideas for investors to expands their thoughts on different ways to structure deals.
John will discuss the basics of doing deals that will include creating ideas, understanding motivation, negotiating ideas for buying and selling, putting offers together, and working with agents. He will also open up for questions and group discussion on problem solving ideas, REO situations, ideas or solutions on owner financing with the HUD SAFE Mortgage Act.
John Berven's Real Estate Background:
- Owned real estate brokerage firms in various locations with up to 40 agents
- Development and construction and ownership of Land projects for residential, PUDs, Commercial and Industrial
- Built and/or owned Apartment projects, Single family homes, Town house projects, Warehouses and
Retail projects - Past Chairman and Board member of the South Dakota Real Estate Commission
- Past Vice Chairman of the South Dakota State Building Board
- Past President of Real Estate organizations such as South Dakota Realtors, Society of Exchange Counselors and Minnesota Real Estate Exchange
John Berven's Consultant and Coach activities
- Real Estate Investors and developers
- Banks and Savings and Loan Associations
- Public and Private Corporations
- Federal Home Savings and Loan
- Bank Board in DC, Iowa and Kansas
- Specialized in REO projects with multiple lenders
February 11, 2010 7pm-9pm
Eddie Speed - Seller Financing: The Right Time, the Best Opportunity!
Subprime crisis, mortgage meltdown, record foreclosures. You’ve heard it all, and you know it’s only going to get worse. But there’s a silver lining, an opportunity that real estate investors can turn into gold. It's the growing market of seller financing.
Seller financing is filling the void created by the decline in mortgage lending. Unable to find qualified buyers, sellers are increasingly carrying loans themselves. This creates a huge inventory of seller-financed notes that are ripe for investor picking. Whether brokering notes, creating notes on your own properties, or investing in notes, the “note pro” can pocket a significant profit from every transaction.
Eddie’s lively presentation reveals how the savvy real estate investor can actually thrive off of the mortgage implosion. You can shift gears into a new career or supplement your current business with the lucrative opportunities in seller financing. Eddie will show you how.
W. Eddie Speed is the president of Colonial Funding Group, LLC. And, as the founder of NoteSchool™ and author of Streetwise Seller Financing, he is a nationally recognized expert on seller-financed notes. Eddie has purchased more 30,000 notes totaling over a half a billion dollars in the past 25 years – an industry record.
Here is what Eddie will discuss
- The mortgage meltdown has a silver lining . . .
- Real Estate Investors can actually profit from the implosion, turning that silver lining into gold.
- The collapse of conventional lending has created a void that's rapidly being filled by seller financing.
- Increasingly, property sellers are carrying loans for their buyers. Increasingly, those notes are available for sale . . . and profit!
- By creating real estate notes, investing in them, or simply brokering them, the investor can make substantial money with minimal expense.
- The real estate investor requires very little additional knowledge in order to specialize in notes.
- Note brokering offers flexibility and convenience. Set your own hours. Work from the comfort of your own home.
- And the best part is, you can earn 10% commissions from seller-financed notes without spending your own money!
January 14, 2010 7pm-9pm
We had a cancellation with our Tax Speaker because of personal reasons so I have lined up Oklahoma Real Estate Attorney David Dryer to talk about "Subject To" deals describing what they are and how they work! Subject To deals are one of the best ways to get started in real estate with no money and no credit and still acquire houses. I personally have acquired many homes using Subject To in Oklahoma and Texas and it is my main focus for 2010. Come out and hear David discuss this awesome technique and how it works in Oklahoma.
