Bay Area Commercial & Multifamily

Jennifer

Jennifer is the President of 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

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New Tax Proposal and Lessons Learned from a Seasoned Broker and Investor
January 25, 2018 7:00 PM

RobotX Space

4500 Great America Parkway, Third Floor
Santa Clara, CA

600 466352856

We will start the evening discussing the new Trump Tax proposal and how to prepare your finances for the 2018 tax year with Richard Smith, CEO of Richard Smith & Associates and 40-year real estate investor and accountant.

From Colliers International Executive Managing Director of the Bay Area Peninsula, Rick Knauf, a Seasoned Commercial Broker and Investor, you will learn:
- Criteria for selecting best commercial & multifam products
- Pros and cons for different asset classes
- Due diligence elements and sequence
- Commercial & multifam market cycles
- Lessons learned from a seasoned investor and broker
- Market statistics and leasing rates history in Bay Area by asset class
- Predictions for market going forward
AND MUCH MORE.

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

Visit our Facebook page for details about our raffle for an Amazon Echo!

We will be live-streaming this meeting on Facebook LIVE at fb.me/bacommclub

10 Due Diligence Mistakes that Kill Commercial Deals
February 22, 2018 7:00 PM

RobotX Space

4500 Great America Parkway, Third Floor
Santa Clara, CA

600 468104950

Steve Fithian will be speaking at our February meeting! Steve is a 4-decade real estate investor, broker, CPA, CCIM, CPM, and long time business partner and friend to Tom. You will learn:
- Things to look for for in each commercial asset class when conducting due diligence
- How to compare and select the best commercial asset types and properties
- Key underwriting figures to evaluate a commercial deal
- Commercial market cycles and trends for 2018
- Market update presented by Tom Wilson

*note that commercial includes 5+ unit multifamily properties.

Hors d'oeuvres and beverages will be provided, and this event is free of charge. Guests are welcome to attend.

Ask us how you can invest in commercial & multifamily syndications for as little as $50k through private message.

We will be live-streaming this meeting on Facebook LIVE at fb.me/bacommclub

Multifam Financial Analysis & Commercial Lease Negotiations
March 22, 2018 7:00 PM

RobotX Space

4500 Great America Parkway, Third Floor
Santa Clara, CA

600 468911890

Helen Chong CCIM, GRI, ABR®, ASP®, e-PRO®, SFR® is the Principal Broker of Haylen Group. With a UCLA degree in Economics, Helen has been in the real estate industry since 2004 with experience as a mortgage broker, rehabber, apartment owner, trust deed note investor, and realtor. She is deeply involved in negotiation during acquisition of her own properties and has bought properties as little as 30 cents on a dollar and received rate of return as much as 50%. Her investment philosophy focuses on adding values on distressed properties. Helen is a mother of three and a wife of an honorable veteran who fought in Iraq three times.

Tim Tran CCIM, CIPS is the Founder and President of The Ivy Group. Tim spent eight years as a high technology consultant before pursuing his passion and career in commercial real estate in 1999. He has a proven track record of negotiating, managing and closing commercial real estate projects in both public and private sectors. Tim specializes in a variety of sales/purchases/joint venture activities including office, retail, medical, apartment, hotel/motel, warehouse, mixed-use, mini-storages and vacant land. The meeting will feature two presentations:

Financial Analysis for Multi Family Real Estate - Helen Chong

You will learn:
-How to analyze the numbers of multifamily real estate
-How to add value, with a 5 or 10 year exit strategy
-How to use the CCIM cash flow model to quantify investment return
-Tax Considerations when making an investment

Commercial & Multifam Lease Structure and Negotiations - Tim Tran & Helen Chong

You will learn:
-Overview of different types of commercial leases
-What to look for in a lease depending on asset type
-Commercial Lease terms and vocabulary
-Creative ways to negotiate leases
-Changes in lease accounting

Event is free to attend, and hors d'oeuvres will be served. Networking starts at 6:30 PM - you'll want to get here early to grab a good seat, eat/drink and mingle, AND FOR OUR NEW PHOTO BOOTH.

If you can't make the live event or are not local, this meeting will be livestreamed and moderated on Facebook Live at fb.me/bacommclub! Make sure to follow our BACOMM Facebook page to tune in and engage with us from 7 - 9:30 PM PST on March 29!

Market Research & Analysis and Underwriting for Commercial & Multifamily
April 19, 2018 6:30 PM

ZCG Innovation Center

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

600 469285163

Andrew Gi, CCIM, MAI, has a strong analytical background and broad understanding of real estate economics and finance. He is the Principal at DWG Capital Group, Director of Acquisitions at Mitchell Asset Group, and Vice President at the Ivy group. Andrew holds an active RE broker and certified general appraiser license in CA.

You will learn:
- overview and terms used in underwriting
- how assumptions are made in writing a proforma
- differences in underwriting single tenant and multi-tenant real deals
- when and when not to use leverage

Katerina Cheok is the Bay Area Market Analyst with CoStar Group, and her analysis covers California’s commercial real estate market and economy with a focus on the Bay Area. Katerina produces market and submarket reports and presentations for each major property type (multifamily, office, retail, and industrial). Ms. Cheok also works with CoStar’s Portfolio Strategy group to develop National, metro-level, and submarket-level apartment forecasts. Before her focus on the Bay area, she had worked on the Dallas/Fort Worth market for a year and a half.

You will learn:
- What are the Bay Area economic drivers?
- Where are we in the market cycle?
- Bay Area market overview by asset class (office, apartment, industrial, retail)
- What are current investment trends?

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

To enter the raffle for a $50 Amazon gift card, please fill out this brief survey: https://goo.gl/forms/v7xkNEcoM2x4vM0m2

We will be live-streaming this meeting on Facebook LIVE at fb.me/bacommclub

Chief Economist of Fannie Mae, Dr. Doug Duncan gives Economic Outlook
May 24, 2018 6:15 PM

The Trianon Theatre

72 N. 5th Street
San Jose, CA

600 469657267

Douglas G. Duncan is Fannie Mae's senior vice president and chief economist. He is responsible for providing all forecasts and analyses on the economy, housing, and mortgage markets for Fannie Mae. He serves as the Chair of the Fannie Mae Corporate House Price Forecast Working Group.

Named one of Bloomberg / BusinessWeek's 50 Most Powerful People in Real Estate, Duncan is Fannie Mae's source for information and analyses on forecasting for housing activity, demographics, overall economic activity, and mortgage market activity.

Prior to joining Fannie Mae, Duncan was Senior Vice President and Chief Economist at the Mortgage Bankers Association. His experience also includes service as a LEGIS Fellow and staff member with the Committee on Banking, Finance, and Urban Affairs for Congressman Bill McCollum in the U.S. House of Representatives, and work on the Financial Institutions Project at the U.S. Department of Agriculture.

Snacks and beverages will be provided, and this event is $10.

If you have trouble RSVPing, please RSVP on Eventbrite at https://tinyurl.com/ycx98f2l

Selecting the best Multifam market | Breaking into commercial real estate
June 28, 2018 7:00 PM

ZCG Innovation Center

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

600 471016011

Monick Halm is the author of the Real Estate Investor Goddess Handbook. She is the co-founder of Real Estate Investor Goddesses, an educational platform for women real estate investors, and is herself a real estate investor, syndicator, and developer with over 12 years of investing experience in single family, multi-family, and RV/mobile home parks. She and her husband own over 1000 rental doors in 6 states. Monick is also a certified interior designer, Feng Shui expert, intuitive abundance coach, and attorney. Monick is passionate about real estate, design, and helping women to thrive.

You will learn:
- How to find a profitable property investing market
- The 4 biggest myths about real estate markets
- Once you've found the right market, what are the next steps in selecting a property?

Anna Mcquillan Rose is the Vice President of Transwestern, and immediate past president of the San Jose Commercial Real Estate Women (CREW), Silicon Valley. Anna was named Bisnow's 2017 Bay Area Power Women in Commercial Real Estate. Active in commercial real estate for two decades, Anna specializes in the leasing and sale of office and R&D real estate throughout the greater Silicon Valley.

You will learn:
- How to start up in commercial real estate without knowing anyone
- What networking questions to ask to get access to people in power
- How to break in to the "Good old boys club" of commercial real estate

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

We will be live-streaming this meeting on Facebook LIVE at fb.me/bacommclub

Environmentally Sustainable CRE & Commercial Lending 101
July 26, 2018 7:00 PM

ZCG Innovation Center

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

600 472390154

Carolyn Pistone is the President and Managing Director at Clear Blue Commercial, and dedicated to saving the planet using her real estate license! Carolyne is committed to client service and applying a holistic and sustainable approach to all facets of the life of a property. She is a proud REALTOR®, EcoBroker®, and Certified Green Building Professional®. Carolyn received her MFA in Directing for Theatre, Film, and Television from the California Institute of the Arts.

Sean Aguilar, founder and owner of Puako Partners, has over 20 years in related real estate experience and is based in the Bay Area, where he serves the national market. Sean is a CCIM and experienced broker, lender, investor, and advisor, with experience in asset management, property re-positioning, due diligence, investment sales and 1031 Exchanges.

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

Startupology - and how you can apply it to your investment strategy
August 30, 2018 7:00 PM

ZCG Innovation Center

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

600 473062745

Victor Menasce is a serial entrepreneur who got his start in business designing microprocessors in Silicon Valley. Along the way, he conducted business in over 15 countries, participated in several mergers and acquisitions, syndicated numerous real estate projects, and developed executive leadership skills. Victor noticed that there was a formula for raising money, which he writes about in his latest book "Magnetic Capital".

You will learn:
- Why most startups fail
- How to raise money for your business or real estate deal
- How to start a profitable business day 1
- How you can apply this to your investment strategy

Appetizer and wine networking starts at 6:30 PM, and this event is free of charge. Guests are welcome to attend.

Previous meeting recordings and slides are available at www.bacomm.club/resources.

DIRTY SECRETS from an Expert Land Developer
September 27, 2018 7:00 PM

ZCG Innovation Center

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

600 474104984

Cameron Stewart is a Land Acquisition and Entitlement Specialist with over 30 years of experience in Land Development. He began as a residential realtor, diversified his knowledge base as a Financial
Planner & Investment Analyst with Series 7 NASD, Life, Disability and Variable Annuity licenses before returning to real estate as a Licensed Broker specializing in land transactions.

Cameron also owned and operated a residential, commercial & hard money loan brokerage firm. With this strong foundation, knowledge and entrepreneurial spirit, he formed and owns Hartford Land Management (HLM). Since 1987 Cameron has acquired and developed numerous successful projects that have produced excellent returns for HLM
and its investor partners.

Cameron will be answering the Who, What, When, How and Why of Land Development.

You will learn:
- Why even people with strong real estate knowledge do not understand land development
- Why land development is important and how it affects us
- Understanding the value and processes of Land Development
- In the right hands, land development can be very profitable, and even FUN
- How to break into the "Big Boys' Club" of land development

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

Past meeting slides and recordings can be found at www.bacomm.club/resources

The Founder's Mentality - Building a Sustainable Career in RE Development
October 25, 2018 7:00 PM

ZCG Innovation Center

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

600 475278270

For those of you who have never seen former Silicon Valley techie turned $15B real estate developer Beth Clifford speak, you're in for a treat! And for those who are returning to see Beth, get ready for all-new content!

Beth has been involved in entrepreneurial business strategy and implementation for forty years. Just one in her impressive catalog of accomplishments was developing a software team who created the first automated credit scoring system in the United States, that went on to be the backbone of what Americans today know as the FICO score!

After 14 years in the technology industry, Beth shifted her focus to construction and real estate development to pursue of her long-time love of building that was instilled in her during summer vacations as a girl with her grandfather, a home builder in New England.

Since then, Beth has sat at every chair at the development table — project manager, project director, contractor, owner’s representative, construction manager, owner, and finally developer. She has developed over $15B of real estate across the US and internationally, from small historical preservation projects, residential neighborhood developments, semiconductor and biopharmaceutical developments, and hospitality projects.

What you will learn:

- how to take control of your mindset with the focus and grit TO GET IT DONE
- how to build your brand
- how to build a strong & dependable team
- how CA investors can broaden their focus to see the many opportunities in real estate that exist TODAY

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.

Creative Deal Structuring based on Expandability and Zoning
November 29, 2018 7:00 PM

ZCG Innovation Center

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

600 475925468

Greg Pinneo has been investing in real estate since he was 18 years old! In his career, he has brokered over 500 transactions, and his personal portfolio has included the purchase of over 500 units in over 200 different buildings. Many of which were bought with little or no money down.

Wait...you can do that with commercial real estate too?

Aside from being one of the most creative negotiators I've ever met, one of my favorite things about Greg is his focus is on mindset: overcoming obstacles, resilience, creativity, and living a deliberate life.

You will learn:
* The tools and strategies of creatively structuring commercial size deals
* How to avoid big tax ramifications
* How to negotiate with sophisticated sellers

Greg is a frequent speaker and has taught for many years at the school of business at Seattle Pacific University on real estate investment, negotiation, finance, and principles that create success in life. You will not want to miss this engaging and valuable meeting!

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.

Mindset & Maximizing on Multifamily Opportunities During Correcting Markets
January 24, 2019 7:00 PM

ZCG Innovation Center

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

600 477369107

Vinney "Smiles" Chopra, a mechanical engineer, RE broker and a motivational speaker came to the US from India with $7 in his pocket. He sold encyclopedias and bibles door-to-door as a student. His hard work paid off when he graduated from George Washington University with an M.B.A. (In Marketing). He realized then that he would make his career in “Relationship Building and Networking” field.

As a multifamily syndication expert, he has facilitated over 26 successful syndication deals and has acquired and manages a very successful real estate investment portfolio worth over $200 million.

Vinney has been a professional Fundraising Consultant and Motivational Speaker for over 35 years. He has given over 10,000 exciting speeches and seminars on Fundraising, Positive Thinking, Enthusiasm, Goal Setting, Balanced Living, and has been involved in Business Coaching.

You Will Learn:
- How to build your network and Net WORTH with velocity, and raise money for your own multifamily deals
- How to form systems and model the success of experts, and take massive actions daily, weekly, and monthly
- The surprising multifamily opportunities there are RIGHT NOW even in California!

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

600 478315015

** THIS EVENT REQUIRES A PAID TICKET: bit.ly/bacomm2019 **

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,[masked] 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.

**Logistics**

Appetizers, wine, and beverages will be provided. Admission $40.
Parking in the structure across the street is free of charge after 6PM.

** THIS EVENT REQUIRES A PAID TICKET: bit.ly/bacomm2019 **

Robert Helms from TREG - Prospering in a Challenging Market with Multifam & CRE
March 28, 2019 7:00 PM

ZCG Innovation Center

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

600 479406778

Robert Helms is a professional real estate investor with investment and development experience in nine states and six counties. As a former top producing real estate agent, Robert ranked in the top 1% of sales in the world’s largest real estate organization. For 4 years, he taught Real Estate Practices & Appraisal at the college level. Robert’s investment and development companies have past and current projects valued at over $800 Million. He is the co-author of Equity Happens – Building Lifelong Wealth with Real Estate and the host of the nationally syndicated radio show The Real Estate Guys™, now in its twenty-second year of broadcast. The podcast version of the show is one of the most downloaded podcasts on real estate and is heard in more than 190 countries.

You will learn:
- How to best position your investments during challenging markets
- Why syndications are a winning strategy
- Takeaways from this year's investor Summit at Sea (happening the week prior! Featuring faculty like Robert Kiyosaki, Peter Schiff, Beth Clifford, Victor Menasce, and may more!)

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.

Larry Stone - SiVi Real Estate Cycle: Bubble, Bust, or Just Another Day?
April 25, 2019 7:00 PM

ZCG Innovation Center

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

600 476647018

Larry Stone was elected Santa Clara County Assessor in 1994, and has been re-elected by large majorities five times. His constituency is larger than the governors of 13 states.

Pulitzer Prize winning author and Washington Post reporter, Haynes Johnson, described him in his bestselling book, Sleepwalking Through History, as “bright, articulate; an American rarity, a proven political success in a time of political failure.”

San Jose Magazine named him one of Silicon Valley’s 100 most powerful leaders.

He’s been a financial manager on Wall Street, served two terms as Mayor of Sunnyvale, co-founded a successful real estate investment and development firm and the Arts Council of Silicon Valley.

Has Silicon Valley’s real estate “boom” peaked? Is a recession ahead? Larry Stone will discuss the current status and trends of Silicon Valley’s real estate markets from office, industrial and retail, to single-family and apartments, and the intriguing impact Millennials are having on our economy.

You will learn:
- The current status of all property types including single family, apartments, office, industrial, warehouse, retail, and more.
- Economic Factors in Silicon Valley and the impact on commercial real estate
- Why immigration is essential for the survival of Silicon Valley Commercial Real Estate

Wine and appetizer social starts at 6:30PM.

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

[WEBINAR] Single-Tenant NNN Industrial - The Most Recession Resilient CRE Asset
May 03, 2019 12:00 PM

At Your Computer

123 at your computer
Placentia, ca

600 480707531

BACOMM presents to you our first of many webinars in partnership with Wilson Investment Properties, the official sponsor of BACOMM.

Sign up at https://tinyurl.com/y2fsy7cg
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Imagine an investment property with a tenant who has been living there for decades and loves it so much that they have already signed a lease to stay there for the next 20 years! You don't even need to negotiate rent increases each year because a 2% annual increase is already written in their lease contract. The tenant has a strong credit history and ample cash reserves, so you're not worried about them skipping out on rent.

The tenant requires virtually no oversight, and they directly pay their own taxes, insurance, and improvements to the property without you, the landlord, ever getting involved.

Sound too good to be true?

Join Neil Wahlgren, President of Wilson Investment Properties, on our upcoming lunchtime webinar, where he will discuss what we believe to be one of the most recession resilient commercial real estate assets out there: single-tenant absolute NNN lease industrial properties!

Sign up at https://tinyurl.com/y2fsy7cg

[WEBINAR] Government Leases and Tenants
May 16, 2019 12:00 PM

At Your Computer

123 at your computer
Placentia, ca

600 481102089

BACOMM presents our "lunch and learn" webinar series in partnership with Wilson Investment Properties, the official sponsor of BACOMM.

Sign up at https://zoom.us/webinar/register/WN_LpYugymsRxqDZrUobWHBbg
--

All expansions end...and we think this one will soon, which is we are being very prudent in our selection of recession resilient tenants, especially for single-tenant properties.

On last week's webinar, we talked about the benefits of having strong track record tenants with long term NNN leases in place. This week, we want to highlight a special type of tenant that we find especially resilient in any market: government tenants.

Here's why:
1. They tend to be very long term tenants
2. They reliably pay on time

However, not all government leases are created equal, and they can differ quite a lot from traditional credit tenant leases, so it's important to have a thorough understanding about government leases when doing your due diligence.

Join Rita Meehan, Director of Investor Relations at Wilson Investment Properties, on our upcoming lunchtime webinar on May 16, where she will discuss what we believe to be one of the most recession resilient commercial real estate strategies: government leases and tenants!

Sign up at https://zoom.us/webinar/register/WN_LpYugymsRxqDZrUobWHBbg

Chief Economist of Fannie Mae Gives Economic Forecast
May 23, 2019 6:30 PM

Visual & Performing Arts Center

Visual & Performing Arts Center
Cupertino, CA

600 480961957

TICKETS ARE $40 at https://tinyurl.com/duncanbacomm

We have the privilege to welcome Dr. Doug Duncan back to give his annual economic forecast at BACOMM! He speaks the truth, called the 2008 crash exactly as it happened, and is named one of the most accurate economic forecasters by multiple sources.

--
Douglas G. Duncan is Fannie Mae's senior vice president and chief economist. He is responsible for providing all forecasts and analyses on the economy, housing, and mortgage markets for Fannie Mae. He serves as the Chair of the Fannie Mae Corporate House Price Forecast Working Group.

Named one of Bloomberg / BusinessWeek's 50 Most Powerful People in Real Estate, Duncan is Fannie Mae's source for information and analyses on forecasting for housing activity, demographics, overall economic activity, and mortgage market activity.

Prior to joining Fannie Mae, Duncan was Senior Vice President and Chief Economist at the Mortgage Bankers Association. His experience also includes service as a LEGIS Fellow and staff member with the Committee on Banking, Finance, and Urban Affairs for Congressman Bill McCollum in the U.S. House of Representatives, and work on the Financial Institutions Project at the U.S. Department of Agriculture.

TICKETS ARE $40 at https://tinyurl.com/duncanbacomm

Snacks and beverages will be provided.

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

[WEBINAR] Introduction to Self-Directed IRAs
June 03, 2019 12:00 PM

At Your Computer

123 at your computer
Placentia, ca

600 481775788

BACOMM presents our "lunch and learn" webinar series in partnership with Wilson Investment Properties, the official sponsor of BACOMM, and Kaaren Hall, President of uDirect IRA.

Sign up at https://zoom.us/webinar/register/WN_JfcImg8bSnuPLEElOBHSeg
--

If you are new to or thinking of opening a self-directed IRA account to invest in alternative assets, such as real estate, then this webinar is for you!

Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. The single mom discovered a strategic way to put her 20+ years in mortgage banking, real estate and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs.

Because self-directed IRAs can have a dramatic impact on retirees’ quality of life, Hall brings her full passion to educating Americans about the little-known investment vehicle. She has educated tens-of-thousands of investors and professionals on how to build wealth by taking control of self-directed IRAs.

She says, “Financial literacy is not taught in schools, but our future depends on understanding it. Only about 4% of U.S. investors have a self-directed IRA. Why? Because most investors and many advisors simply aren’t aware of it.”

Prior to her years at Bank of America, Indymac Bank and Hall’s own mortgage brokerage experience, she was an on-air news and traffic reporter and radio host. Now Hall broadcasts how to invest IRAs in real estate, land, startups and more. She takes pleasure in demystifying the subject via webinars, YouTube videos, live events, social media and her free weekly newsletter.

Through uDirect IRA, she has guided thousands of Americans through the process of diversifying their investments using self-directed IRAs. Learn more about Hall and her thriving company at uDirectIRA.com

Sign up at https://zoom.us/webinar/register/WN_JfcImg8bSnuPLEElOBHSeg

[WEBINAR] Government Leases and Tenants
June 10, 2019 12:00 PM

At Your Computer

123 at your computer
Placentia, ca

600 481102089

BACOMM presents our "lunch and learn" webinar series in partnership with Wilson Investment Properties, the official sponsor of BACOMM.

Sign up at https://zoom.us/webinar/register/WN_LpYugymsRxqDZrUobWHBbg
--

All expansions end...and we think this one will soon, which is we are being very prudent in our selection of recession resilient tenants, especially for single-tenant properties.

On last week's webinar, we talked about the benefits of having strong track record tenants with long term NNN leases in place. This week, we want to highlight a special type of tenant that we find especially resilient in any market: government tenants.

Here's why:
1. They tend to be very long term tenants
2. They reliably pay on time

However, not all government leases are created equal, and they can differ quite a lot from traditional credit tenant leases, so it's important to have a thorough understanding about government leases when doing your due diligence.

Join Rita Meehan, Director of Investor Relations at Wilson Investment Properties, on our upcoming lunchtime webinar on June 10, where she will discuss what we believe to be one of the most recession resilient commercial real estate strategies: government leases and tenants!

Sign up at https://zoom.us/webinar/register/WN_LpYugymsRxqDZrUobWHBbg

[WEBINAR] Understanding Preferred and Waterfall Returns
June 24, 2019 12:00 PM

At Your Computer

123 at your computer
Placentia, ca

600 482233062

BACOMM presents our "lunch and learn" webinar series in partnership with Wilson Investment Properties, the official sponsor of BACOMM.

Sign up at https://zoom.us/webinar/register/WN_jGlfTCL7RC6NuxsiZbPySg
--

Join us on Monday, June 24 @ 12 PM PST for our lunchtime webinar with Neil Wahlgren, President of Wilson Investment Properties. This bitesize webinar will present 7 minutes of easily digestible information with 8 minutes of Q&A to follow. Webinar to start at 12pm sharp.

Neil is responsible for acquiring and structuring our deals, and he will be addressing the frequently asked question of how to understand preferred and waterfall returns.

Sign up at https://zoom.us/webinar/register/WN_jGlfTCL7RC6NuxsiZbPySg

CoStar Economist Presents National & Local CRE Data, Trends, & Projections
June 27, 2019 7:00 PM

ZCG Innovation Center

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

600 481746543

By popular demand, we are bringing CoStar back to give a market update with Jesse and Marco!

You will learn:
* Which markets are hot for investment
* Why rent growth could turn negative by 2020
* How technology is impacting commercial real estate

Jesse Gundersheim is a market economist for CoStar, the leading provider of commercial real estate information, analytics and online marketplaces. Jesse analyzes real estate tends and maintains market reports for the San Francisco Bay Area, helping investors and lenders minimize risk and maximize returns. Jesse regularly speaks at industry events to discuss his findings, and has been quoted in the San Francisco Chronicle, San Francisco Business Times, Bloomberg, and BisNow.

Jesse was raised in Marin County and studied finance at the University of Arizona in Tucson. Previously, he led Bay Area market research departments at the brokerage firms of Grubb & Ellis, Studley, and DTZ. Jesse has also worked for private apartment investors, providing due diligence and pro-forma analysis.

Marco Cugia is a Senior Market Analyst at CoStar Group. Working within the Analytics team, Marco is responsible for analyzing commercial real estate trends and maintaining market reports for the San Francisco Bay Area. Marco regularly speaks at industry events discussing current economic and real estate findings.

Prior to joining CoStar in 2018, Marco worked for over 7 years in real estate appraisal and valuation, primarily focused on assets located in the nine county Bay Area. He holds an MBA from St. Mary’s College of California.

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.

[WEBINAR] Behind the Scenes: How Sponsors Manage Investments
July 08, 2019 12:00 PM

At Your Computer

123 at your computer
Placentia, ca

600 482784616

BACOMM presents our "lunch and learn" webinar series in partnership with Wilson Investment Properties, the official sponsor of BACOMM.

Sign up at https://zoom.us/webinar/register/7515620864455/WN_UcuIHVasSdSpYT_0xdN_oQ
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Join us on Monday, July 8 @ 12 PM PST for our lunchtime webinar with Neil Wahlgren, President of Wilson Investment Properties. This bitesize webinar will present 7 minutes of easily digestible information with 8 minutes of Q&A to follow. Webinar to start at 12pm sharp.

Neil is the liaison between us as sponsors and our boots-on-the-ground property management, and is responsible for asset management during the holding period of our investments. He will be covering what really goes on behind the scenes during the management of an asset during its holding period.

Sign up at https://zoom.us/webinar/register/7515620864455/WN_UcuIHVasSdSpYT_0xdN_oQ

[WEBINAR] Different Ways to Structure Group Investments
July 24, 2019 12:00 PM

At Your Computer

123 at your computer
Placentia, ca

600 483191427

BACOMM presents our "lunch and learn" webinar series in partnership with Wilson Investment Properties, the official sponsor of BACOMM.

Sign up at https://zoom.us/webinar/register/7515620864455/WN_k9NISeb5QKKaT3x3jKWpRA
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Join us on Wednesday, July 24 @ 12 PM PST for our lunchtime webinar with Neil Wahlgren, President of Wilson Investment Properties. This bitesize webinar will present 7 minutes of easily digestible information with 8 minutes of Q&A to follow. Webinar to start at 12pm sharp.

Although Wilson Investment Properties' deals are structured as SEC Regulation D, rule 506 B and C syndications, there are so many ways to structure group investments, including JV, GP/LP, Partnership, TICs, and investor LLCs.

You will learn:
The different ways to structure group investments
Pros and cons of single vs. co-sponsor deals
Why and how Wilson Investment Properties structures our deals

Sign up at https://zoom.us/webinar/register/7515620864455/WN_k9NISeb5QKKaT3x3jKWpRA

Multifamily Real Estate Investment Analysis, Due Diligence, and Decision Making
July 25, 2019 7:00 PM

ZCG Innovation Center

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

600 482954358

By popular demand, Helen Chong returns to BACOMM and will be showing you how to take control of your multifamily investment through financial analysis! Helen is no stranger to numbers and spreadsheets, and will be showing you the nuts and bolts on how she personally invests, and also helps her investors acquire investment properties.

You will learn:
- What are the steps to start investing in Real Estate?
- How to go from Residential to Commercial investing and what are the differences?
- How the CCIM investment analysis help with the decision making process.

Helen Chong, founder and CEO of the Haylen Group, is consistently ranked as one of the Bay Area’s top producing real estate agents. Motivated by an early life of financial hardship, her primary aim is to help her clients achieve financial security at retirement. Helen moved to the U.S. from Hong Kong and graduated from UCLA with a degree in Economics. She then became a Pension Fund analyst, but when she saw clients’ pension suffered during the dot-com bust, she began looking for something safer with better control, when she discovered real estate investments.

Helen’s many certifications give her clients the edge no matter what kind of transaction they’re looking to make. She has the prestigious designation of being a Certified Commercial Investment Member (CCIM), held by only 13,000 (6%) other commercial real estate agents worldwide. She also is a Certified International Property Specialist (CIPS) and holds certifications from the Graduate Realtor Institute (GRI), Accredited Buyers Rep (ABR®), and Accredited Staging Professional (ASP®), amongst others.

Helen is an active investor and an avid volunteer. She serves as the President-Elect of the NorCal Chapter of CCIM, an active donor for the Santa Clara County Association of Realtors, and is actively involved in the Travis Manion Foundation. She has hosted and spoken at several large networking and educational events. Helen is currently authoring a book and has been selected to be on the Forbes Speakers Platform.

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.

How to Legally Raise Money for Large Real Estate Syndications
August 22, 2019 7:00 PM

ZCG Innovation Center

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

600 483673111

We are pleased to have Mauricio Rauld, Founder and CEO of Premier Law Group, and a premier syndication attorney that spends 100% of his practice on syndications for real estate investors.

Mauricio is known for taking complex matter and making them easy to understand and is jokingly referred to as one of the few lawyers who actually speaks English. This month, he will be speaking on how to legally raise money for large real estate transactions.

You will learn:
* How to practice safe syndication and STAY OUT OF JAIL!
* The do's and don'ts of social media advertising when raising money
* How to legally compensate others who raise money for you

** More About the Speaker **

Mauricio Rauld regularly travels around the country speaking to real estate investors and entrepreneurs, educating them about how the syndication legal piece fits into the overall syndication puzzle.

Mauricio has shared the stage with the likes of Robert Kiyosaki, Ken McElroy, Peter Schiff, Brad Sumrok, and The Real Estate Guys.

With almost 20 years of experience, Mauricio has previously been selected as a “Southern California Rising Star” by the Southern California Super Lawyers Magazine, recognizing him as one of the top 2.5% up-and-coming lawyers in Southern California. A graduate of The University of California at Berkeley, Mauricio obtained his Juris Doctorate degree from Loyola Law School in Los Angeles, where he was a member of the Scott Moot Court Honors Board.

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

[WEBINAR] Real Estate Syndication 101: Introduction to Syndication
August 28, 2019 12:00 PM

At Your Computer

123 at your computer
Placentia, ca

600 483982565

BACOMM presents our "lunch and learn" webinar series in partnership with Wilson Investment Properties, the official sponsor of BACOMM.

Sign up at
https://zoom.us/webinar/register/7515620864455/WN_ktzOzZlGRyiL2aPVV2rbcg
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Join us on Wednesday, August 28 @ 12 PM PST for our lunchtime webinar with Neil Wahlgren, President of Wilson Investment Properties. This bitesize webinar will present several minutes of easily digestible information with a few minutes of Q&A to follow. Webinar to start at 12pm sharp.

Neil will be explaining and answering questions on the basics of real estate syndication. The webinar will discuss topics, including partnership and legal structures, as well as the roles of general and limited partners.

Sign up at
https://zoom.us/webinar/register/7515620864455/WN_ktzOzZlGRyiL2aPVV2rbcg

International Development: The Best Investments are NOT In Your Back Yard
September 26, 2019 7:00 PM

ZCG Innovation Center

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

600 484461425

We are very excited to have Beth Clifford returning to speak at BACOMM on one of the topics she is best known for today, International Real Estate Development.

You will learn:
- What it takes to build and lead great teams
- Challenges and opportunities of real estate abroad
- Beth's experience developing a country's largest international hospitality project

Beth Clifford, MBA, had a successful 14 year career in Silicon Valley Tech and IT. She was on the developing team of what became the FICO score. She founded and was CEO of software company that served fortune 50 telecommunications and public utility companies CIO of a Fortune 500 outsource manufacturing company.

Beth started as a developer by managing the construction of semiconductor fabrication & biopharmaceutical facilities. Since then, she has developed over $15B of real estate, and had worn every hat including project manager, project director, contractor, owner’s representative, construction manager, owner, and finally developer.

Beth has been an entrepreneurial business strategist for over 40 years and is an advisor to VCs and several startups, and personal advisor to Founders, CEOs, and CIOs.

Her personal motto is “doing what’s right, right!”

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