May Lunch Program

When:  May 1, 2019 from 12:15 PM to 01:30 PM (PT)
Associated with  Oregon / SW Washington Chapter
The HOW and WHY Using IRA and 401k Funds for Real Estate Investment
One of the Investment world's best kept secrets is that since the inception of Retirement Accounts, it has been possible to use them for REAL investments including real estate, notes, loans, precious metals and even business startups!
This session will focus on how to make these investments INSIDE a Retirement Account, both for you and your clients. Learn how to;
  • Establish a self-directed retirement account
  • Do's and don'ts
  • Writing an offer, maintenance of an investment, sale of the asset
  • Real examples
  • Solving investment issues
  • The perfect end game
Speakers:
Garry J. Schnell, esq - Slinde Nelson schnell.jpg
Garry is a business transactional and tax attorney. His diverse background and practical approach to business and tax issues is very unique.

After receiving his LLM in Taxation from the University of Washington, Garry worked at two of the big four accounting firms, Deloitte & Touché and Ernst and Young, and gained a detailed understanding of not only the tax laws but of the day-to-day application of those laws in a real world accounting setting. Many tax lawyers know the law, very few know how to apply it in the real world to address the client's actual business needs.

Garry also performed securities and corporate work in Silicon Valley for the international Sidley Austin law firm. There he performed work on matters for large clients like Intel and Google.

Since arriving in Portland, Garry has worked for some of the largest law firms in the city and served as Chief Operating Officer and General Counsel for the Yoshida Group of companies. As General Counsel for a large private company, Garry learned about the practice of law from the other side of the table - from the point of view of the client. As Chief Operating Officer, he learned what it is like to run a large business and he applies those lessons consistently to his practice today.

Today, Garry brings breadth of experience in business and tax work to his clients. His unique skill set and educational background matches the credentials of his big firm peers, but his practical approach stands apart.

risberg.jpgAnita Risberg, CCIM - OmniVest LLC
Licensed broker since 1987. Specializing in multifamily asset sales and acquisitions in Oregon and Washington. She was the Oregon SW Washington CCIM Chapter president in 2010 and CCIM Region 1 RVP in 2017. Anita is the owner of OmniVest Commercial and Investment Real Estate Broker and founder of OmniVest Capital, LLC.

Anita is a limited partner in 98 units in Las Vegas, 415 Units in Las Colinas Texas and owns one single family home rental (leased to an adult foster care provider) in her 401K Plan.

nelson.jpgBob Nelson, CCIM - PacWest Real Estate Investments
Bob is a real estate investment broker with 50 years of real estate investment brokerage and real estate investment counseling experience. He is licensed to practice in Oregon, Washington, Idaho, and Arizona and is a second generation real estate investment broker. Bob is married to that outstanding commercial broker Rene Nelson, CCIM. He holds the two highest professional designation available to a commercial real estate broker; CCIM (Certified Commercial Investment Member) and CRE (Counselor of Real Estate). He has experienced (survived and thrived) through six recessions. His specialty asset: Passive income properties – particularly leased retail centers and apartment complexes. Specialty Transactions: The 1031 tax deferred exchange Purchasing real estate with your IRA. Twice Recipient: Transaction-of-the-Year CCIM Oregon-SW WA
Regional VP CCIM Institute: Oregon, Washington, Idaho and Alaska

Moderator:
moore.jpgDavid Moore, IRA Advantage
David is a founder of Equity Advantage 1031 Exchanges and IRA Advantage, LLC, of Portland, Oregon. IRA Advantage structures Self–directed Retirement Accounts. The firm offers solutions for investors interested in using IRA and 401(k) plans for REAL investments like Real Estate, Notes and Loans. David’s mission has been to provide opportunities and solutions for the investor’s and professionals he works with.

David is an acknowledged expert in Investment Real Estate and has worked in this field both personally and professionally for more than 28 years. David is a Certified Exchange Specialist and speaks nationally on 1031 Exchanges and Self-directed Retirement accounts. He currently resides on the Board of Directors for the Oregon and SW Washington Chapter of CCIM. As a consultant, many tax, legal and investment advisors look to David and his firms in order to get the difficult deals done.

Location

Multnomah Athletic Club
1849 SW Salmon St.
Portland, OR 97205

Contact

Diana Montgomery
(503) 768-4299
info@oregonccim.com