How to make your money work harder for you passively.

How to make your money work harder for you without you working harder for it.

LIVE ZOOM CALL with 4 of the top Passive Investing experts in the nation.

What is passive investing?   This is the strategy to use in real estate investing without hands on involvement,  without dealing with tenants or contractors and sometimes with lower start up costs.

Crowdfunding, real estate investing trusts, syndicating.

Debbie Guy, local investor specializes in PASSIVE INVESTING; and  will moderate our panel.

REIT Expert:

Ryan Bowers, Chief Executive Officer, Peak Housing REIThttps://info.thepeak.group/peak-housing-reit  

Ryan is Chief Executive Officer of Peak Housing REIT. As CEO, he oversees overall fund management including investment analysis, acquisitions, and asset management. Ryan’s experience in real estate as an investor personally, and as an advisor to other real estate investors brings a unique perspective and he believes that real estate is the key to building and sustaining long term wealth. 

Syndications Experts:

Tim McLeary, Vice President, Investor Relations, Western Wealth Capital  https://www.westernwealthcapital.com/  

Tim has more than 25 years of experience in business development, financial management and client relationship management. He was responsible for the oversight of more than $1 billion in assets and managed a 40-person team at TD Bank Financial Group. As a Senior Consultant at Standard Life, Tim worked with a group of high net worth advisors throughout BC, helping them increase the efficiency and profitability of their businesses. At Cassels Blaikie, Tim was responsible for the relationship management of institutional and high net worth clients.

Sarah Mayo, Manager, Investor Relations, CrowdStreet

Since joining CrowdStreet in 2017, Sarah has helped more than 8,000 investors invest over $1.2 billion in equity positions across 331 single-asset and fund offerings. She manages the Investor Relations team, which is responsible for supporting investors throughout the investment process, ensuring that they have access to the tools they need to build, manage, and monitor a diversified CRE portfolio online. Prior to CrowdStreet, she worked in equity research in the public equities space, including a stint in Cairo, Egypt at a regional brokerage firm, and holds numerous securities licenses, including FINRA Series 7, 63, 87, 24, and 65. 

Note funds Expert: 

Tom Berry, Co-Founder and CEO Investor Loan Source (Indiana STATE REIA sponsor)   https://ils.cash/investing-with-ils/  

Tom started his real estate career in 2007. With over 24 years in sales and management, with ten of those being in financial services, Tom and his wife, Melissa, started their first real estate business as a flipping and wholesaling company. Since then, Tom and his wife, Melissa, have accumulated a portfolio of over 400 houses and apartment units, as well as several other commercial rental properties. Tom is dedicated to bringing the tools, services and resources to investors.

LIVE ZOOM MEETING - this meeting is NOT in person.  

6:00 chat room open

6:30 announcements

6:45 Board of Directors Update on how we will re-open the club

7:00 Panel

FREE for Cireia members.

$20/person for non members.  (If you join within 30 days, your $20 will be refunded.)

For questions, call 317-670-8491.