Feb 9, 2019, we had the pleasure of Alaine Raven, Business Development Manager of First American Exchange Company coming to our event to address our interest in comparing 1031 Exchange […]
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January 2019: Investment Portfolio with Michelle Yiu
Ms. Michelle Yiu, an avid Day Trader, shared her experience about the fundamentals that experienced investors should evaluate before they execute the trade. She shared techniques in how to stop […]
Year End Luncheon with Brian Chong
On Dec 1, 2018, we had invited Mr Brian Chong, CPA to speak about the Opportunity zone, it is an alternative way to consider about saving taxes vs traditional way […]
November 3rd: Buyer and Seller’s Workshop
We had a good turn out for the Buyers’ and Sellers’ workshop on Nov 3. We provided an update on the market and also detailed the issues that sellers need […]
Oct 20th: Avoiding Litigation as a Landlord with David Hamerslough
Mr David Hamerslough is an Attorney with over 38 years of experience in dealing with litigation and arbitration for Residential and commercial cases for sellers, buyers, landlords and agents.He gave […]
Sept 8th, 2018: Economic Update with County Assessor Larry Stone
On Sept 8. 2018, Mr Larry Stone, County Assessor of Santa Clara County,graced us with his presence. He began by outlining the progress of Santa Clara County on job growth, […]
August 11th: Estate Planning and Real Estate Strategies with Jonathan Lee Esq.
Estate planning is the home stretch of your investment goals. A substantial part of what you earn in your investments may end up in estate plan for your loved ones. […]
July 14th, 2018: NNN Properties and Commercial Lending with Gabriel Basso of Luther bank
On July 14, Monica shared with our audience what is Triple Net (NNN) properties, mini storage and other commercial properties which are great up-leg vehicles for 1031 exchange and their […]
June 30th: IRA Investment with Bill Neville of Entrust
On June 30th, Bill Neville of Entrust came to share their 2018 market research report in which tracked real estate transactions through their clients’ IRA accounts. Traditional IRA’s were the […]
May 5 to 7: Tour of Lake Nona, Medical City of Orlando, FL
This past month we had a 3 day tour to Lake Nona Medical City: CLICK HERE for more info With single family homes priced at $319,000 and Townhomes from $253,000 […]
