Bay Area Commercial & Multifamily

Jennifer

Jennifer is the President of BACOMM and Director of Marketing at Wilson Investment Properties, the sponsor company for BACOMM. Jennifer managed a product roadshows business for two years, where she developed herself in speaking to crowds and engaging at people. Since her first real estate investing seminar in early 2016, Jennifer is now an investor in commercial syndications and is always looking to give to those who want to learn. Jennifer received her BA from UCLA and her background is in fine art, art auctions, direct sales, and sales management.


Tom K Wilson

Tom K. Wilson is a 5 decade real estate investing veteran who has bought and sold over 4,000 units and over $450M of real estate in 6 states, including three condo conversion projects, 17 syndications, 8 multifamily, 13 commercial, and over 600 residential properties.

After thirty years of managing some of the Silicon Valley’s pioneering technology companies, Mr. Wilson put his business and management experience toward fulltime investing. Mr. Wilson is the weekly host ofthe Real Estate Radio POWER investing radio program on KDOW 1220 am every Wednesday at 2 pm PST and is a popular speaker on real estate investing.

Join Our Events

Multifamily Investing
January 24, 2019 7:00 PM

ZCG Innovation Center

4500 Great America Parkway, 1st Floor
Santa Clara, ca

Highres 475925913

More details TBA about the what will be covered.

Snacks and beverages will be provided, and this event is free of charge. Guests are welcome to attend.

Visit www.bacomm.club/resources to access previous meeting slides and recordings.

STOP OVERPAYING ON TAXES! Discover surprising ways to keep your wealth!
February 28, 2019 6:00 PM

The Trianon Theatre

72 N. 5th Street
San Jose, CA

Highres 476693787

** THIS EVENT REQUIRES A PAID TICKET: https://tinyurl.com/y8j8ezny **

We are excited to bring together experts across a wide range of tax-deferred strategies in ONE PLACE to educate YOU on how you can keep more of your hard earned wealth!

You will learn:

- A comprehensive overview to the multiple strategies you can apply to reducing, deferring, or eliminating your taxes when making investments!

- How to invest across asset classes with minimal tax penalty (i.e. deferring taxes from selling a rental home to purchase stocks)

- How retirees can sell their Bay Area home with minimal tax penalty and have money left for retirement

- Strategies real estate agents and financial advisors can leverage to help their clients

**About the Keynote Speaker**

Tom K. Wilson is a 5 decade real estate investing veteran who has bought and sold over 4,000 units and over $500M of real estate in 6 states, including three condo conversion projects, 20 commercial & multifamily syndications, and over 650 residential properties. After thirty years of managing some of the Silicon Valley’s pioneering technology companies, Mr. Wilson put his business and management experience toward full time investing.

One of his companies, Wilson Investment Properties, offers high-quality, high-cash flow residential and commercial properties to other investors

**About the Panelists**

Thomas Bottenberg is IPX1031's Northern California Manager and has been actively involved in the 1031 exchange industry for almost 30 years, having completed over 40,000 1031 exchanges. Starting with a tax law firm in Oakland, California, Tom developed a continuing education curriculum for real estate brokers and routinely spoke to 6-8,000 brokers and investors monthly. Tom will also be covering other strategies, such as Deleware Statutory Trust, NNN, TIC, and more!

Ruth Van Derostyne is a credit counselor and capital gains tax strategist with over 25 years of 1031 exchange experience. She is a frequent educator and speaker, and was the President of two different Companies. Ruth will be representing the Monetized Installmend Sale strategy, which can be used for investments across multiple asset types, as well as primary residences.

Carl Worden consults for tax deferral options for primary residences, secondary residences, investment properties, stock and other highly appreciated assets. Carl and his team have been leading workshops with top CPAs, trust attorneys, and tax attorneys across the country for the past 2 decades, helping thousands of people from all walks to life defer taxes on the sale of their assets, and educating thousands of real estate agents, title companies, and lenders to provide options to their clients. Carl is a financial advisor, real estate investor, real estatea agent, and 1031 exchange consultant. Carl will be representing the Deferred Sales Trust strategy along with many others.

Lindsay Mersino, CISP, is the Senior Relationship Manager at Provident Trust Group, an Ascensus company. Lindsay has 6 years of experience with Solo(k) Plans, Traditional IRAs, Roth IRAs, sharing her expertise with colleagues, affiliates, and thousands of Provident's institutional and consumer clientele. Lindsay is a frequent educator on the topic, having spoken at the Money Show and Ascend conferences. Lindsay will be covering the ever-expanding Self-Directed Retirement Accounts and the tax benefits of investing through a Traditional or a Roth IRA. There will also be a heavy focus on alternative asset classes throughout the discussions, including real estate investments, tax liens, trust deeds and more.

**Logistics**

Appetizers, wine, and beverages will be provided. Early bird tickets are $30. Price to increase to $40 on 1/1/2019.
Parking in the structure across the street is free of charge after 6PM.

** THIS EVENT REQUIRES A PAID TICKET: https://tinyurl.com/y8j8ezny **

Come network & learn how to invest in Commercial & Multifamily Real Estate!
March 28, 2019 7:00 PM

Location TBA

Santa Clara, CA
Santa Clara, CA

Highres 469403203

More details TBA about the what will be covered.

Snacks and beverages will be provided, and this event is free of charge. Guests are welcome to attend.

Visit www.bacomm.club/resources to access previous meeting slides and recordings.