Live Investor Webinar · Q&A Included

Smart Strategies for Real Estate Investing

A live panel on financing, 1031 exchanges, property management, and long term wealth planning. Real examples, live Q&A, and a clear picture before your next move.

Date
Thursday, October 29
Time
6:00 to 7:30 PM PT
Where
Live on Zoom
Save My Seat$49 Investor Access Pass · complimentary with a panelist access code

Our March session, by the numbers

109registered before registration closed
90joined live
83%of registrants showed up
Who should attend

Built for people weighing their next move

  • Homeowners wondering if their equity could be working harder
  • First time investors who want the full picture before buying
  • Owners weighing a sale, a 1031 exchange, or a cash out refi
  • Investors adding to their portfolio
  • Households planning long term wealth
What you'll learn

Five questions, answered in 90 minutes

  1. 01Where real estate fits in your broader financial plan
  2. 02The loan options investors actually use, and what lenders look for
  3. 03When a 1031 exchange makes sense, and when it doesn't
  4. 04What it takes to operate a rental without it running you
  5. 05How to evaluate a deal through cash flow, leverage, risk, and time horizon
Meet the panel

One conversation, every stage of the investment

Each panelist covers one lane in about eight minutes, then we put it all together with a live deal walkthrough.

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Shayna Stuckey Coche

Host · Realtor & Investor Advocate

Licensed since 2006, Shayna advises homeowners and investors across Orange County and Los Angeles from the perspective of both transaction strategist and active investor. Her focus is helping clients approach real estate as a wealth building platform rather than a single transaction.

Joshua Boulware

Joshua Boulware, CFP®, ChFC®, MBA

Vice President, Wealth Management · Raymond James

Joshua Boulware is a Vice President of Wealth Management at Raymond James. Before moving into wealth management in 2015, he coached college football at Florida State University and the University of Louisiana at Monroe. Today he works with business owners, executives, high-income professionals, and families, coordinating with their attorneys and tax professionals so investments, real estate, taxes, protection, and legacy planning work together as one strategy.

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Marvin Evans

Senior Vice President · The Federal Savings Bank · NMLS #455119

[Bio coming soon]

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Greg Burns

1031 Exchange Specialist · IPX1031

[Bio coming soon]

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Hadieh Gruber

Property Manager · Progressive Property Management

[Bio coming soon]

Register

The Investor Access Pass is $49, or complimentary with a panelist access code. Your Zoom link arrives by email after you register.

Join live

Five speakers, one clear flow, and a live deal walkthrough. We start at 6:00 PM PT and end on time.

Ask anything

Bring your questions. Live Q&A is built in, and anything we can't get to gets a written answer afterward.

Save your seat for October 29

$49 Investor Access Pass, or complimentary with a panelist access code. Registration takes about a minute.

Register on Eventbrite

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