Real Estate Investing For Professional Men & Women

Bob Lachance is a nationally recognized speaker, mentor, and trainer who specializes in helping customers build their businesses through automation and outsourcing. Bob currently owns four businesses and helped start one of the nation’s largest real estate coaching programs. A Bristol, CT native, Bob played ice hockey and went on to play at Boston University, playing a vital role in their 1995 National Championship. With only two classes left to graduate in his senior spring, Bob left school to pursue a professional hockey career where he played 4 years in the US and 4 years in Europe. At 30 with his pro hockey career over, he self-educated himself in real estate and began his career in the trenches as a real estate investor. He acquired his first flip in 2004 and has done over 1,500 transactions since then. He has also started 2 very successful real estate coaching programs, 3 virtual assistant staffing companies, and much more. Bob is the owner of REVA Global LLC which focuses on offering trained real estat

Erik Oliver holds a Bachelor of Applied Science in Accounting from Westminster College. Prior to joining Cost Segregation Authority, Erik was an Operations Manager for a multi-million dollar landscaping and design firm in Long Island, NY. Since heading west and joining Cost Segregation Authority, Erik has been speaking at local, regional, and national events. He brings with him a passion for identifying cost savings and educating commercial real estate owners on the benefits of cost segregation.  What You Will Learn: Who is Erik Oliver? How does selling a property and carrying the note benefit the seller? What is the concept of the "velocity of money" in investing? How can self-directed IRAs be utilized for note investing? What are the tax advantages of using a health savings account (HSA) for investments? How is interest income from notes taxed for individual investors? What happens to the depreciation recapture when a property is sold? How has the percentage of bonus depreciation changed fro

Fred Moskowitz is a sought after speaker, advisor, and trainer on a variety of topics relating to entrepreneurship and investing. Fred has positioned himself as an authority on investing in alternative assets and on building wealth using Self-Directed IRA accounts. Fred combines a 20 year career devoted to entrepreneurship and investing with a mission to helping people attain a higher level of financial literacy, resulting in the perfect combination of wisdom and experience providing value to aspiring investors from all walks of life.  He has been making an impact by sharing his unique result oriented education and actionable steps on wealth building, mindset, and success. What You Will Learn: Who is Fred Moskowitz? What was Fred Moskowitz's background before getting into note investing? How did Fred's experience in the tech industry influence his investment strategies? What are the benefits of becoming the lender rather than the borrower in real estate? How can note investing be incorporated into a diversif

Kristopher Morin, a distinguished expert in real estate investment and financial freedom, with Kristopher “Kris” Morin brings more than twelve years of real estate investing experience, has been sought after as a mentor and coach for high profile business professionals, and is one of the founding members of Three Peaks Capital LLC. Kris’s primary responsibilities include investment strategy, business development through strategic alliances, and educating and attracting new equity and debt investors. Prior to Three Peaks, Kris spent more than a decade working through progressive leadership roles at some the of the top Advisory Consulting firms in the world, including Accenture. Kris was accountable for helping members of the Fortune 500 to perform competitive assessments and define strategies that would enable them to take advantage of their competitive strengths, exploit industry weaknesses, and achieve operational efficiencies while scaling globally. What You Will Learn: Who is Kristoper Morin? What prompte

Anne Gannon is an entrepreneur at heart. She founded The Largo Group in 2016 because of her belief that accounting needs to be done differently. Rather than an accounting firm with a hands-off approach, she structured The Largo Group to take an active role with businesses through a monthly accounting system. They first found the way into restaurants, because it’s an industry that has so many variables and is the hardest accounting job. Over the past ten years, Anne has worked with over 500 companies all over the United States - ranging in revenue from $5 to $50 million. There are very few people that know more about small businesses than Anne, simply because she has spent a decade on weekly calls with owners around the country. She hears their frustrations, understands their pain points, and helps them navigate challenges while planning for the expansion phase of the business What You Will Learn: Who is Anne Gannon? What led Anne Gannon to transition from a competitive golf career to accounting? How did Anne

Trever Ahing is an 8 year Marine veteran who transitioned into a creative real estate game changer! He is the Founder and CEO of the leading novation educational company in America, Buyer Beater University (BBU). Trever and his team specialize in teaching investors, wholesalers, and agents of any experience their patented novation strategy that has made them millions from sellers who want more for their home. Trever enlisted in the Marines at 19 years old and within 3 years he reached the rank of Sergeant, with multiple meritorious promotions under his belt. In 2016, he met his wife while serving in South Africa with the Marine Security Guard Forces and within 8 months they got married and now have a beautiful little girl, a son on the way, and a Real Estate portfolio worth millions. In 2019, tragedy struck Trever’s family. While he was on a training mission for an upcoming deployment, Trever received word that his father-in-law had suddenly passed. This was the first death his wife had to endure in her famil

Joe Ingram stands as a towering figure in sales strategy and corporate innovation, renowned for catapulting businesses in varied sectors such as automotive, retail, SaaS, and healthcare to new heights. His strategic acumen, infused with a distinctive mix of wit and pragmatism, positions him as the quintessential ally for enterprises in pursuit of radical transformation. Joe’s methodology is rooted in data, customized to each client’s needs, and has consistently broken the mold of conventional sales tactics, establishing him as a highly coveted strategist and speaker for premier corporate gatherings. What You Will Learn: Who is Joe Ingram? What prompted Joe Ingram to transition from electrical engineering to sales? How did Joe’s early experiences in his father’s gas station influence his career? What were the key factors that led to his success in increasing sales at the law firm? What common mistakes do new salespeople make in relationship development? What strategies does Joe recommend for effective communi

Joey Mure, Founder and Partner at Wealth Without Wall Street, brings impact, integrity, and generosity to the company every day. He hopes to be remembered as a lover of Jesus, devoted husband, and faithful father. Despite dreaming, around age 10, of becoming an orthopedic surgeon, Joey was in the mortgage business for 11 years before moving to finance in 2014. His personal mentor, Nelson Nash — another man of integrity and impact — is someone Joey deeply admires.  Joey’s strengths in building relationships, asking great questions, and influencing and empowering people with the Wealth Without Wall Street message make him invaluable to the company’s mission. He is relational, impactful, and a true leader. His colleagues would add that he’s thoughtful, funny, and a family man. Many people don’t know that Joey ate a 72-ounce steak dinner once. If he could be anywhere other than work, you’d find him at the beach with his family. And every Sunday morning, they’re worshipping the Lord.  A lifetime goal of Joey’s is

Kurt acted as the Director of Corporate & Commercial Architecture and Urban Planning at Legat Architects in Chicago, where he led Midwest and National teams in the design and delivery of hospitality, entertainment, multifamily, retail, senior living, and life science projects. He is an active advocate of Enlightened Urbanism, marrying urban planning, evidence-based design, and experiential design to create a sense of place by incorporating principles of wellness and sustainability into every project. Kurt’s industry knowledge and focus on collaborative design solutions will be integral to HED’s effectiveness toward its mission: Advancing Your World, through the Positive Impact of design, our teams create exceptional solutions for our clients, the community, and the world. What You Will Learn: Who is Kurt Volkman? How does Kurt Volkman define the criteria for affordable housing projects? How can architecture contribute to creating a sense of community in new developments? How competitive is the landscape

Shane is President and CEO of Hampshire Capital, LLC based in NH. Hampshire Capital, LLC buys, develops, renovates, repositions and holds apartment buildings, commercial assets and land in New England and the Southern states. Shane has over 25 years of active real estate experience under his belt. Since 1996, Shane has acquired, renovated and managed more than $305M in multi-family and commercial assets and has developed and built over $110M in real estate through his construction and development firm. What You Will Learn: Who is Shane Carter? What prompted Shane to transition from working with the Forest Service to real estate? How did Shane get started in real estate while living in Colorado? What were Shane’s initial experiences with house flipping and wholesaling? How did Shane's career evolve from real estate sales to general contracting? What challenges did Shane face during the housing market crash in 2008? How does Shane define the importance of mindset in achieving success? What role does health and

JEAN PAUL SZITA is the CEO of BEO Investments LLC, a boutique investment firm based in Miami, Florida, specializing in capital preservation through tangible assets. With over 25 years of real estate experience, Jean Paul built a $1.2 billion portfolio from the ground up and led more than $2.5 billion in transactions across hotels, office properties, raw land, and developments. Known for his conservative approach and focus on execution, he leverages his extensive expertise and strong values to deliver secure and meaningful opportunities for investors. What You Will Learn: Who is Jean Paul Szita? How did Jean Paul's early experiences in business shape his approach to entrepreneurship? How did Jean Paul's experiences with venture capital affect his view on investing? What pivotal moment led Jean Paul to transition into real estate investing? How did Jean Paul’s mentor influence his understanding of the real estate industry? What strategies did Jean Paul employ to create investment vehicles during the financial

MARK ANDERSEN has been a successful independent derivatives trader for nearly a decade, with experience in data science, applied mathematics, and optimal portfolio construction. He began his career under the mentorship of experienced fund managers before launching MBH Capital Management. He is a seasoned derivatives trader with extensive experience in 0 Days To Expiration index options since the market’s inception. During this time, he has developed several profitable, institutional-level portfolios. These quantitative portfolios utilize automation to respond to signals that exploit intra-day pricing dynamics in the expiring index options market. He believes in a balanced approach to portfolio construction, balancing mechanical quantitative trades and long-volatility trades alongside trend-based signals to limit risk. He also dedicates significant effort to self-development through his involvement with Tony Robbins and his philanthropic efforts to end child sex trafficking with his favorite charity, Marci. Wh

TRAVIS BLIFFEN, CEO of Stellar SEO, leads an award-winning digital marketing agency with a distinguished track record spanning over a decade. His expertise shines in challenging industries such as legal, real estate, and finance, where he has helped numerous clients recover from search engine penalties and solve complex SEO problems. His profound understanding and strategic approach have solidified his reputation as a go-to expert in high-stakes SEO scenarios. Travis has published over 500 articles on SEO and link building and has been featured on countless podcasts, including “The Top 1%,” and “Jeremy Ryan Slate Podcast.” What You Will Learn: Who is Travis Bliffen? What prompted Travis to transition from a military career to working in SEO? How did Travis get started in the SEO industry after working with the Department of Corrections? What common misconceptions do business owners have about SEO and online marketing? Why is it important for SEO strategies to align with a business's desired outcomes? How can

Clint Harris is a professional real estate investor, entrepreneur, and handles capital raising and investor relations at Nomad Capital. He owns Going Coastal Property Management and hosts the Truly Passive Income podcast. With a background in medical sales, Clint built a lucrative multifamily real estate portfolio, converted to high-performing AirBnB properties. Frustrated with management services, he founded Going Coastal Property Management. For diversification, Clint transitioned to self-storage investments, eventually joining Nomad Capital as a general partner, buying old big box retail buildings and converting them to self storage. Having raised capital for over $100 million in stabilized assets, his mission is to inspire financial, location, and time independence for investors. What You Will Learn: Who is Clint Harris? How did Clint Harris transition from a 16-year career in medical sales to real estate investing? What pivotal moment led Clint to realize the need for financial, time, and location indep

After 15 years in Technology and Sales (including 15 years at Dell Computers), William Hegmann decided to bring his technological expertise and sales experience to the Real Estate world. Since 2016, William has trained over 73,000 real estate agents across the world (including the US, Canada, New Zealand, Mexico, Australia and South Africa) to generate leads using social media. To date, the Social Agent program has helped agents and lenders generate approximately 22 Million leads and facilitated over $400 million in agent to agent referral business. On top of that, William co-founded Realty Solutions, a residential real estate brokerage based out of Austin, TX, Social Agent University, a lead generation, management, and follow-up service that specializes in helping real estate brokerages leverage lead generation for their agents and now Social Agent Content Hub! In his spare time, William loves spending time with his girls, collecting shoes, and enjoying all the wonderful things life has to offer. What You Wi

Jill Brumbaugh is a dedicated insurance and financial services professional with a passion for helping individuals, families, and businesses secure their financial futures. With extensive experience in the insurance industry, Jill specializes in crafting personalized coverage solutions that provide peace of mind and long-term security. Her expertise spans auto, home, life, health, and business insurance, ensuring that clients receive comprehensive protection tailored to their unique needs. Known for her client-focused approach, Jill takes pride in educating her customers, simplifying complex policies, and guiding them through important financial decisions What You Will Learn: Who is Jill Brumbaugh? How did she transition into the insurance industry? What are the key differences between replacement cost and actual cash value in homeowners insurance? Why is it important for homeowners to understand the distinction between replacement cost and market value? What types of personal property should be sch

Dustin Heiner is a real estate investing expert and Founder of MasterPassiveIncome.com and the Real Estate Wealth Builders Conference (REWBCON) Being Successfully Unemployed at 37 years old by investing in real estate rental properties, he is now on a mission to help 1 MILLION people to invest in real estate and achieve financial freedom. Through his work at MasterPassiveIncome.com and REWBCON Dustin Heiner has become one of the leading real estate rental property experts. Dustin started MasterPassiveIncome.com from his home in 2015, while being a full-time employee, married with 4 children, owning and operating 2 other businesses, and being a full-time investor. He is very passionate about his mission to help others become successfully unemployed and never need a job again. Since then, Dustin Heiner has helped countless numbers of others to start investing in real estate rental properties. Even if his students live in very expensive cities, he shows them how they can invest all over the country. What You Wil

Modupe Idowu is a REMLO—a licensed Realtor in Texas & Missouri and a Lender in all 50 states, dedicated to helping individuals and families navigate the homebuying process with confidence. She has been a member of the GIA team since 2020. With a background in investigative journalism, Modupe is a two-time Emmy nominee and Emmy Award winner, formerly working in TV news as a reporter and anchor. Bridging her passion for storytelling and financial empowerment, she created Mo’s Homebuyer Bootcamp Challenge, a hands-on program designed to help first-time buyers overcome fear and uncertainty in the homeownership journey. The boot camp provides expert guidance on the buying process, hurdles to homeownership, and strategies to overcome financial barriers, including high debt-to-income ratios and mortgage credit readiness. To further support homebuyers, she developed a Financial Tracker, a tool designed to help individuals assess their financial standing, improve their debt-to-income ratio (DTI), and track savings

Based in San Francisco, David works with a wide range of clients, from individual renters to property management companies and real estate investors. His expertise lies in efficiently matching tenants with the perfect apartment that meets their needs and budget. David's personalized approach, attention to detail, and commitment to exceptional customer service have earned him a reputation as one of the top leasing brokers in the city. His success can be attributed to his deep familiarity with the diverse neighborhoods of San Francisco, staying up-to-date on rental trends, market conditions, and the unique characteristics of each area. Whether clients are seeking a cozy studio in a vibrant neighborhood or a luxurious penthouse with panoramic views, David has the resources and connections to find the ideal residential property. What You Will Learn: Who is David Chesnosky? What is his expertise related to the rental market in the Bay Area? How did David get started in the real estate business? What experi

Tom embarked on his real estate journey in 2001, working alongside his wife Joanne to build the operational foundation of the Curtin Team.  Leveraging insights from his previous marketing roles, Tom played a pivotal role in assembling a team of top-notch Realtors and Administrative staff. Together, they cultivated a client-centered organization that has successfully closed over $700 million in sales and facilitated 2,000 transactions. A driving force behind the launch of the Keller Williams Realty Roswell Market Center, Tom's strategic leadership has positioned it as one of the premier offices in the Southeast Region. Beyond his executive role, Tom manages a real estate portfolio in North Atlanta and shares his expertise, teaching others to create wealth through real estate. Tom's passion for investing and commitment to helping others achieve financial freedom define his professional journey. He strongly advocates for work-life balance. This principle inspired the team approach in his real estate practice, al