COVID COMEBACK:
Helping Investors
Prepare, Protect and Profit in 2021
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 5-Stars
“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
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VIP Attendee - BEST VALUE
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Why Attend This Year's Event? Networking Education Problem Solving Inspiration
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…
- You will have the opportunity to Fund Your Deal at this event!
- This year is unlike any other year in our lifetime: dealing with the 2nd year of a pandemic, a new President and an economy that is in many ways unlike any prior economy, you need information from reliable sources to help you Protect, Prepare and Profit to survive, thrive and build your portfolio
- You will get the most timely and relevant information, strategies and solutions to protect yourself and profit during COVID and throughout 2021
- You NEED to know all the essential changes in the law, taxes, estate planning
- You get all that information, strategies and solutions from knowledgeable experts and professionals for a fraction of the cost if you hired them
- You get to hand-pick which topics you want to learn about during the breakout sessions
- You get to network with other investors and professionals who can help you grow your business faster and safer
- Your satisfaction is GUARANTEED so you have nothing to lose!
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 Ticket Holders Only
We want to reward you 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… Special Attendee Gifts!
If you purchased these gifts, it would cost you far more than the price of admission. Join us and they are yours for free, as our way of saying “thank you.”
- Free “Billion Dollar Braintrust” recording: CRE investors paid $6,000 to attend our syndication bootcamp and hear what they called the “highlight” of the event. Listen as three CRE syndicators who collectively syndicated over $1B of real estate reveal their biggest secrets to success and mistakes to avoid
- Free “Finding the Needle” webinars: Listen as three CRE giants share their unique strategies for finding the best deals at the right price:
- Jerome A. Fink, Managing Partner, The Bascom Group (Over $6 billion in transactions)
- Brian Shirken, Co-Founder/Principal, Columbus Pacific Properties (Over $300 million in transactions)
- Carlos Vaz, Founder, The Conti Organization (Over $400 million in transactions)
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.
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]
- Looking for a deal
- Looking for a JV partner
- Looking for Money
- Looking for a Loan
- ADUs
- TIC investments in San Francisco
- Syndication
- Underwriting Commercial Investments
- Financial Modeling
- Networking
- Commercial Landlords with problem tenants
- Commercial Tenants: Negotiating with Landlords
- Tax Talk
- 1031 Exchanges
- Asset Protection
- Looking for help with Partner Problems
- How to increase cash flow
- How to protect yourself today for a downturn tomorrow
- Investing out of state
- 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 Ticket Now >> Symposium Schedule and Speakers*
March 25, 2021 – 9am to 8pm PST
(Zoom access begins 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
Registration and Networking
Morning Session #1 - Speakers
with Jeff and Michelle Lerman, Partners of Lerman Law Partners, LLP
with Philip Diamond and Dan Dersham, Attorneys with Lerman Law Partners, LLP
with Michael McLaughlin, Partner, Mclaughlin Sanchez
with Jeff Lerman,
Lerman Law Partners, LLP
Breakout: Choose Your Zoom Room Topic + Networking
Morning Session #2 - Speakers
with Michelle Lerman,
Lerman Law Partners, LLP
with Yong Jeon, J.D., LL.M Taxation, Tax Partner, Brayn Consulting LLC
with Bennett G. Young, Partner
Jeffer Mangels Butler & Mitchell LLP | JMBM
Family Office Club
Lunch for General Attendees - On Your Own
VIP Lunch - with Jeff Lerman & Neal Bawa
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
Tax Partner, Armanino LLP
David Erard, CPA
Tax Partner, Armanino LLP
Tax Partner, Armanino LLP
Afternoon Session #3 - Speakers
with Peter Fisher, Director,
Sequent Real Estate + Wealth Management
with Katy Young, Managing Partner,
Ad Astra Law Group
with Bobby Sharma, Lender, BetterCapital.us
Steven Edrington, CCIM, President
Edrington & Associates
Breakout: Choose Your Zoom Room Topic + Networking
Afternoon Session #4 - Speakers
with Jeff Lerman, Partner
Lerman Law Partners, LLP
with Ross Hamilton, CEO
Connected Investors Inc.
Social network designed specifically to help real estate investors connect, share resources and transact
with Bruce Kirsch, Founder and CEO of REFM
with Rob Ronzone, Managing Director
First Republic Bank
with Helen Chong, CCIM, CIPS, GRI
Founder & CEO of HAYLEN Group
President of the NorCal CCIM Chapter
Real Estate Opportunities Sparked by Covid-19
with Neal Bawa,
Founder and CEO Grocapitus
and Multifamily University
Dinner + Networking
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 You
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!
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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
|
VIP Attendee - BEST VALUE
|
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.
