Advanced Tax Deferral Strategies–Rescheduled to Feb. 19 @ Sequoyah Country Club
Feb 19 @ 9:00 am – 1:30 pm

Luncheon (12:00-1:30)

CRE Investment Opportunities Using Advanced Tax Deferral Strategies
Many Bay Area investors have realized significant appreciation during the recent real estate cycle. An increasing number of older investors are also growing tired of managing their portfolios and are considering exit options where they can avoid paying capital gains and achieve higher income.

Join us in Oakland on February 12 as author and investment advisor Paul Getty shares insights into new tax deferral and reinvestment options. The result: more listings and more income for clients, while reducing day-to-day management responsibilities.

Paul Getty is founder and CEO of First Guardian Group, a national investment advisory firm based in San Jose, CA that has assisted over 5,000 individual investors with options including those that are not yet well known by commercial real estate advisors

Topics include:

Updates on recent changes to 1031 Exchange rules
Growing use of installment sale strategies to defer taxes
Comparison of 1031 Exchange, Deferred Sale Trust, and Monetized Installment Sale options
Reasons behind the explosive growth of Delaware Statutory Trust (DST) options
How to use DST options to obtain more listings
Hot markets where investors can obtain both higher income and appreciation
Compensation options for agents and brokers.

This presentation will include case studies and an overview of valuable marketing and prospecting tools that attendees can immediately implement to expand their pipeline.

Attendees will receive a digital copy of Paul’s best-selling book entitled Tax Deferral Strategies Utilizing the Delaware Statutory Trust (DST) which is also available from Amazon and other retail outlets.


Book Club (9:00 am)

Open to all meeting attendees, the Book Club conducts an informal discussion of a monthly selection of a popular title with a business or real estate theme. Books are available on
Drop in and join the discussion.

Mentoring Session (10:00 am)

Have/Want Marketing Session (11:00 am)
Have a commercial property that you want to buy, sell or trade? Bring it to the Marketing Session to share with your colleagues. Email a Powerpoint slide or pdf to upload your information here.

Foundations for Success in CRE in San Jose Feb. 27-28 @ Santa Clara County Association of Realtors
Feb 27 – Feb 28 all-day

This two-day course provides agents, brokers, students, and allied professionals with an understanding of the skills, resources, and business practices that pave the way for success in commercial real estate. Through real-world case studies you will learn how to analyze leases and investment value and develop a plan to kick-start your career.

After taking this course, you will be able to:

  • Access and use demographic information as a decision-making tool
  • Differentiate between the needs of the owners and tenants
  • Develop a personal marketing plan
  • Develop a property marketing plan
  • Utilize basic financial analysis tools
  • Solve investment problems using a financial calculator
  • Perform basic mortgage calculations using compounding and discounting techniques
  • Project income and expenses for a real estate property
  • Calculate the yield on a potential investment

You will also receive the CCIM Financial Calculator, designed to effectively and efficiently provide investment scenarios for you and your clients.

For more information, or to register, click here.