COVID COMEBACK:
Helping Investors 
Prepare, Protect and Profit in 2021

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8th Annual Virtual  Commercial Real Estate Update, Trends & Networking Symposium
Available Nationwide via Livestream – Thursday, March 25, 2021 – 9am to 8pm PT
(Bonus VIP Only Session Friday, March 26, 2021 – 9am to 12pm PT)

Watch this Short Video for a Special Message from Our Host



**NEW FOR 2021!** Pitch your deal and you could get funding – see full details below.

What every investor, broker, property manager and CRE advisor
must know in today’s unprecedented economy


NETWORK TO FIND YOUR NEXT DEAL, PARTNER OR INVESTOR AND LEARN ABOUT NEW REAL ESTATE LAWS, CHANGES IN TAX LAWS, NEW RENT CONTROL, NEW REGULATIONS, AND NEW CRE STRATEGIES FOR AN UNPRECEDENTED ECONOMY. 
THIS IS A “DON’T MISS” EVENT.

Thursday, March 25, 2021 – 9am to 8pm PT
Friday, March 26, 2021 – 9am to 12pm PT – VIP Only Session

Complete access details provided after purchase of ticket

Get Your Seat!



Plus a Special Expert Panel Discussion

Attendees Give CRE Symposium

One of the best real estate events I’ve attended. Lots of practical info” – Brian Lee

Great speakers & knowledge shared.” — Dan Urtula

“Overall, the information was both high quality and timely.” – Tammy and Joe Garza

“Very good overall info sessions from experienced folk who have been in the trenches…” – Randy Wakefield

“This is a great event. It gives investors a place to find the right legal team locally.” – Benjamin Smith

“The fact that you were able to switch to virtual and tie in the COVID 19 relevantly in such a short time was amazing.” – Phillip Wang

“Well thought out and planned presentation” — Kevin Foster

Excellent line up of speakers.” – Ravi Jagtiani

Bobby Sharma
Investor, Investor Group Leader and Entrepreneur – BetterCapital.us

“Well thought out, amazing topics, amazing experts.  They’re knowledgable, they know what they’re talking about and they’re experienced!  I always look forward to Jeff’s high-quality events.”

Edward Brown
Investor, Pacific Private Money

“The most exciting and valuable part are the professional speakers – I’ve gathered a wealth of information and I highly recommend the Symposium!

Sheldon Pont
Partner, Vandermade

“My unvarnished opinion… I’m pretty particular about how I spend my time and who I do business with or refer people to.  In my humble opinion, Jeff and Michelle are A+ students at what they do, and I’ve always found their seminars more than worthwhile!”

Get Your Virtual Ticket for the Symposium Today

Thursday, March 25, 2021 - 9am to 8pm PT
Friday, March 26, 2021 - 9am to 12pm PT - VIP Only Session


Don't miss this line up of incredible speakers, opportunity for networking, and the chance to pitch your deals to investors!

Choose from General Admissions or VIP Admissions:

** GRAB OUR 2-FOR-1 SPECIAL WHILE IT LASTS **

General Attendee

  • Full access to the event, speakers & sponsor presentations!

  • Early Morning, Lunch Break & Evening Networking with Speakers!

VIP Attendee -  BEST VALUE 

  • Full access to the event, speakers & sponsor presentations!

  • Early Morning, Lunch Break & Evening Networking with Speakers!

  • VIP Lunch Session with Jeff Lerman and Neal Bawa!

  • VIP Special Friday 3/26 Mastermind 3-Hour Session with Jeff Lerman, Dave Lindahl and Other Speakers—Bring your biggest problem and we’ll mastermind solutions.

  • FULL recordings of the event presentations!

Get Your Early Bird Ticket Now >>

Why Attend This Year's Event?

Networking
Find your next deal,
partner or investor.

Education
Learn essential new developments and strategies to help you minimize your risk and maximize your efficiency and profit.

Problem Solving
Bring your biggest problem to the event. You will have the opportunity to meet with experts that could help you solve your problem.

Inspiration
Investing can be isolating. Meet people who will inspire you in so many ways.

Here’s Why You Can’t Afford to Miss 2021’s Symposium…

Join Our Facebook Group – Exclusive for Ticket Holders

All ticket holders will get access to a private Commercial Real Estate Symposium Facebook group so you can join a community of like-minded investors and professionals to continue your networking and have an additional resource for support and deal flow.  

Plus... 3 Bonuses You Can Use To
Protect, Prepare and Profit BEFORE the Symposium

Special Training Webinars for Early Bird Ticket Holders Only

The Early Bird gets the worm. So, we want to reward our Super Early Bird Ticket Holders for taking action
by giving them 3 Special Training Webinars that will give them ESSENTIAL information they can use IMMEDIATELY to PROTECT, PREPARE AND PROFIT before they even get to the Symposium!

“How to Lock Your Next Deal Up Without an Earnest Money Deposit, Purchase and Sale Agreement, Having to Deal with Seller’s Lawyer, or Spending a Lot of Money on Legal Fees”

Jeff has seen so many investors waste so much time, money and effort needlessly when they try to buy a property.  He doesn’t want you to make that mistake. He wants to help you save time and effort and increase your PROFIT.  This webinar will teach you how to do that.  The case studies will blow you away.

“How to Avoid Violating the Securities Laws When Pitching Your Real Estate Investment Opportunity at Networking Events”

Jeff sees countless investors around the country violating the securities laws when they network, which can sabotage their deal before they even get their funding.  He wants to help PROTECT you from that disaster.  This webinar will help.

“How to Create the Most Compelling Pitch for Your Deal in 1 Minute or Less, Especially When You’re at a Networking Event”

As an investor, syndicator, and joint venture partner, Jeff has been pitched by so many investors seeking funding and has seen them shoot themselves in the foot in the first 60 seconds by not pitching their deal as effectively as they could.  He wants to help PREPARE you to pitch your deal at the Symposium without making those mistakes and increase your chance of getting what you want.  This webinar will help.

 

Plus, Don’t Miss our Exclusive “Fund Your Deal” Session!


Jeff found one of his best partners and one of his most profitable deals at an investor conference.  He wants to make that happen for you, too!  So, we will be featuring a “Fund Your Deal” session in front of all the attendees.  


Here’s how it works: 

  • We will have a panel of successful investors who are looking for their next deal.  
  • We will select 3 attendees (“Pitchers”) who are looking for the money they need for their deal.  
  • We will give each Pitcher 5 minutes to make their pitch presentation to the panel (we recommend that pitch be a short Powerpoint presentation). 
  • Each panelist will give their thoughts about the Pitcher’s deal and tell the Pitcher if they are interested in funding the deal (which will involve further discussions after the Symposium).  

Pitches are limited to the first 3 attendees selected BEFORE the event.   This is a great way to potentially get ALL the funding you need for your deal.  And, even if you don’t, the honest feedback about your deal that you get from the panelists will help you understand why they do not want to fund your deal and what they suggest you do to make your deal more fund-worthy. 

If you are interested in being a Pitcher, send an e-mail to [email protected] with Pitch as soon as possible AND call him at 415.454.0455 to make sure he received your Pitch e-mail.     

 

 


Hot Topics CRE Symposium Will Cover to Help You
Prepare, Protect and Profit in 2021 and Beyond*

  • New Real Estate Laws and Developments All Investors Need to Know
  • What’s Impacting Commercial Real Estate
  • What Residential Landlords Need to Know About Latest Evictions and Rent Control Orders, Ordinances, Laws and Rules
  • Tax Law Changes That Affect CRE Investors (And How to Minimize Your Taxes in 2021)
  • Commercial Market Update
  • Real Estate Opportunities Sparked by COVID-19
  • The Cheapest, Easiest, Fastest, and Safest Way To Do Deals With OPM
  • CRE Financing Strategies in Today’s Market – Get Faster Rate Locks and Non-Recourse Options
  • Estate Planning:  Latest Developments That Could Affect Your Estate Plan
  • CRE Insurance: How to Make Sure You Are Not Over-Paying and Have the Right Coverage
  • Cannabis and Real Estate: A Good Investment?
  • Syndication Updates for Sponsors, Issuers and Investors
  • How You Can Optimize Strategic Diversification Within Your Investment Portfolio — Less Risk, More Stability and More Profit
  •  2021 CRE Market Update and Forecast
  • Investing in Notes:  How To Analyze the Paper, Property, and Payor in Real Estate Transactions
  • Real Estate Financial Modeling To Produce Financial Analyses You Can Present with Confidence
  • How to Invest in Alternative Asset Classes by Utilizing a Self-Directed IRA
  • Insightful financial analyses you can present with confidence

* Topics, speakers and schedule are subject to change without notice.

Choose Your Breakout Room Topics

Networking is great. But networking with people who are discussing exactly what you are most interested in is even greater. 

We have conducted a nationwide survey of investors like you and asked them what their most urgent problems are and we created Breakout Room topics based on their answers. We are also assembling experts to visit those breakout rooms to further help you on those topics. 

You will have the opportunity to visit those breakout rooms throughout the Symposium to meet your fellow investors and professionals, connect, commiserate, discuss solutions, network or just have fun. 

If there is a breakout room topic you would like but don’t see below, e-mail your requested topic to [email protected]

  1. Looking for a deal
  2. Looking for a JV partner
  3. Looking for Money
  4. Looking for a Loan
  5. ADUs
  6. TIC investments in San Francisco
  7. Syndication
  8. Underwriting Commercial Investments
  9. Financial Modeling
  10. Networking
  1. Commercial Landlords with problem tenants
  2. Commercial Tenants:  Negotiating with Landlords
  3. Tax Talk
  4. 1031 Exchanges
  5. Asset Protection
  6. Looking for help with Partner Problems
  7. How to increase cash flow
  8. How to protect yourself today for a downturn tomorrow
  9. Investing out of state
  10. Deal Analysis Best Practices

Get Your Virtual Ticket for the Symposium Today

Thursday, March 25, 2021 - 9am to 8pm PT
Friday, March 26, 2021 - 9am to 12pm PT - VIP Only Session


Don't miss this line up of incredible speakers, opportunity for networking, and the chance to pitch your deals to investors!

Get Your Early Bird Ticket Now >>


Symposium Schedule and Speakers*

March 25, 2021 – 9am to 8pm PST

(Doors open at 8:30am PST)

Includes Lunch & Dinner Breaks | Special VIP Sessions with Jeff & Special Guest, Neal Bawa
“Meet the Speakers” Sessions | Sponsor Booths & Networking Opportunities

** Full Schedule to be Released Soon! **

 

YOUR HOSTS
Jeff & Michelle Lerman

Jeff is an unusual lawyer.  He is recognized nationwide as “The Real Estate Investor’s Lawyer”® and he is also a real estate investor.  His clients hire him because he understands their business and uses his investing experience to craft more practical, creative and effective solutions.  His law firm helps investors nationwide with their transactions and helps California investors with their litigation.  He has been featured on TV, radio, in publications and in front of numerous real estate investment clubs and real estate conferences to speak on various real estate topics.  His credentials include President of the Marin County Bar Association, being selected for inclusion in Northern California Super Lawyers (top 5% of lawyers), and recognized as one of the “Top Attorneys in Northern California” by San Francisco magazine. 

Michelle is a Certified Specialist Estate Planning, Trust & Probate Law by the California State Bar Board of Legal Specialization. Michelle, known as “the attorney with a heart,” received the Top Attorney in Northern California 2019 and Top Women Attorneys award in Northern California 2019  and has been selected for inclusion in Northern California Super Lawyers (top 5% of lawyers). A recognized leader in estate planning, Michelle was past president of the Estate Planning Section of the Marin County Bar Association. She is the founder and co-chair of the Estate Planning Section Mentor Group, a monthly meeting of estate planning professionals. Michelle recently released the Third Edition of her book, “Create Your Best Legacy”.

FEATURED KEYNOTE SPEAKER
Neal Bawa

Neal Bawa is a technologist and an entrepreneur who is universally known in the real estate circles as The Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert.

Neal treats his $345+ million-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization. The Mad Scientist lives by two mantras. His first mantra is that We can only manage what we can measure. His second mantra is that Data beats gut feel by a million miles. These mantras and a dozen other disruptive beliefs drive profit for his 400+ investors.

Symposium Schedule and Speakers*

Thursday, March 25, 2021 – 9am to 8:00pm PT
Friday, March 26, 2021 – 9am to 12pm PT – VIP Only Session

symposium1

Registration and Networking

Morning Session #1 - Speakers

Welcome and Introduction
with Jeff and Michelle Lerman, Partners of Lerman Law Partners, LLP
Legal Updates Impacting Commercial Real Estate
with Philip Diamond and Dan Dersham, Attorneys with Lerman Law Partners, LLP
Legal Updates Residential Landlords Need to Know
with Michael McLaughlin, Partner, Mclaughlin Sanchez
How Joint Ventures Can Help You Comeback Faster and Stronger
with Jeff Lerman,
Lerman Law Partners, LLP
symposium6

Breakout: Choose Your Zoom Room Topic + Networking

Morning Session #2 - Speakers

What Every Investor Must Know About Estate Planning Developments
with Michelle Lerman,
Lerman Law Partners, LLP
Cost Segregation New Developments: Why It’s the Biggest No Brainer for CRE Investors Who Want More Tax Benefits and Cashflow
with Yong Jeon, J.D., LL.M Taxation, Tax Partner, Brayn Consulting LLC
Bankruptcy Developments: How Investors, Landlords and Tenants Can Use Bankruptcy to Solve Their Biggest and Most Urgent Problem
with Bennett G. Young, Partner
Jeffer Mangels Butler & Mitchell LLP | JMBM
symposium11

Lunch for General Attendees - On Your Own

VIP Lunch - with Jeff Lerman & Neal Bawa

**KEYNOTE SPEAKER**
What’s Working Now In Today’s Market
with Dave Lindahl,
Founder and CEO of RE Mentor™

Plus a Special Expert Panel Discussion

Real estate deals in the current environment - business and tax considerations for various stakeholders in working through current deals and finding new opportunities

Dave Hirsch
Tax Partner, Armanino LLP

David Erard, CPA
Tax Partner, Armanino LLP

Chris Bellew, CPA
Tax Partner, Armanino LLP
Eric Bergstrom, CPA, President
Bergstrom Capital Advisors, Inc.

Afternoon Session #3 - Speakers

1031 Exchanges: You Would be Surprised What Does and Does Not Constitute “Like Kind”
with Peter Fisher, Director,
Sequent Real Estate + Wealth Management

 

Cannabis and Real Estate: A Good Investment?
with Katy Young, Managing Partner,
Ad Astra Law Group

 

How to Safely Invest in Trust Deeds
with Bobby Sharma, Lender, BetterCapital.us
symposium14

Breakout: Choose Your Zoom Room Topic + Networking

Afternoon Session #4 - Speakers

Syndication Updates for Sponsors, Issuers and Investors
with Jeff Lerman, Partner
Lerman Law Partners, LLP
How to Increase Your Deal Flow
with Ross Hamilton, CEO
Connected Investors Inc.
Social network designed specifically to help real estate investors connect, share resources and transact
How Equity JV Partners Leverage Financial Modeling In Their Profit Splitting Negotiations
with Bruce Kirsch, Founder and CEO of REFM

 

How to Analyze Commercial Real Estate Using CCIM 10 Year Cash Flow Model
with Helen Chong, CCIM, CIPS, GRI
Founder & CEO of HAYLEN Group
President of the NorCal CCIM Chapter
**KEYNOTE SPEAKER**
Real Estate Opportunities Sparked by Covid-19
with Neal Bawa,
Founder and CEO Grocapitus
and Multifamily University
symposium11

Dinner + Networking

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Fund Your Deal

If you want to pitch your deal at the “Fund Your Deal” session, send your deal to [email protected] for further details.

Our Sponsors Are Here to Serve

Our special virtual “Exhibit Hall” will be open pre-event and during the meal times so you can
 discover more about our sponsors and what they can offer you!


 
 



   

If you’d like to be a sponsor, please email [email protected]

Get Your Virtual Ticket for the Symposium Today

Thursday, March 25, 2021 - 9am to 8pm PT
Friday, March 26, 2021 - 9am to 12pm PT - VIP Only Session


Don't miss this line up of incredible speakers, opportunity for networking, and the chance to pitch your deals to investors!

Choose from General Admissions or VIP Admissions:

** GRAB OUR 2-FOR-1 SPECIAL WHILE IT LASTS **

General Attendee

  • Full access to the event, speakers & sponsor presentations!

  • Early Morning, Lunch Break & Evening Networking with Speakers!

VIP Attendee -  BEST VALUE 

  • Full access to the event, speakers & sponsor presentations!

  • Early Morning, Lunch Break & Evening Networking with Speakers!

  • VIP Lunch Session with Jeff Lerman and Neal Bawa!

  • VIP Special Friday 3/26 Mastermind 3-Hour Session with Jeff Lerman, Dave Lindahl and Other Speakers—Bring your biggest problem and we’ll mastermind solutions.

  • FULL recordings of the event presentations!

Get Your Early Bird Ticket Now >>

Our Crazy Bold Guarantee

We know you’re going to get such amazing value from this event that we’re willing to offer you a full year money-back guarantee, less Eventbrite’s fee. Attend, take notes, test out our strategies. If within a year you notify us in writing that you did not get your money’s worth, Lerman Law Partners, LLP will refund the amount you paid, less Eventbrite’s fee. Because we’re that confident you’ll love this event and walk away with massive value.

Early Bird Deal Expires In:  

Wait! Before You Go...

Your host, Jeff Lerman, invites you to Get your free real estate trends toolkit From our keynote speaker, Neal Bawa

Packed with fact-based, eye-popping data to help you make better investment decisions

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