Meetings

How to reduce your taxes by buying tax credits

Money with "Taxes" on tile

Ben Franklin say "nothing is certain except death and taxes."  We will hear from Kenneth Blaine with Credits and Incentives Crop.  There are some activities (creating a film for example) that some states will provide tax credits.  If the creators cannot use all of the tax credits, Kenny's company will help sell them to high income individuals.   They are sold at a discounted rate so the return seems nearly as certain as paying taxes.  

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Country Inn & Suites by Radisson: 5997 E Valley Center Road, Bozeman 59715.

Investing as a Team Sport: Participating in a Syndication

apartment complex

Chad Laird works with Granite Peak Equity.  They put together syndications and other investment opportunities in the apartment space.  A syndication is a group investment, and a great way for investors to participate in real estate, while leveraging someone else's time and expertise to put the deal together and manage the investment.   Chad will provide an example of a past investment and talk about what syndication looks like. 

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Story Mill Park 698 Bridger Dr

Shoot the Bull

bring a snack or beverage

Every few months we like to have a session where we have open discussion.   The collective knowledge of the group is such that these open-ended discussions often produce a pile of good information.  Bring your own favorite beverage or snack; and if inclined bring enough to share.  

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Aspire Real Estate and Google-Meet

Finding Deals in Bozeman's Hot Market

Logan and Katie

Logan and Katie will be sharing about some of their recent real estate deals including a tour of the building their business is in.  How do you find deals in an inflated market?  How do you juggle running a business, raising kids and all the business of life while going full steam with the real estate side hustle?  Find answers to these questions and more.  You might find a few members before or after meeting at a table at Outlaw Brewing.  

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Big Sky Barbell 2946 27th Ave Unit A (next to Outlaw Brewing)

Part 3 of Financial Independence: Achieving Orbit

space shuttle in orbit

Financial independence (FI) is a term for creating enough passive investment income to pay your bills.  Creating your first $100 per month of passive income is a huge first step.   Once you achieve this you are hungry for more, but investors can get bogged down in the grind of the slow build, losing sight of what they are shooting for.  Whether you are within striking distance of the summit of FI, or it seems so far off it is a distant speck; making a plan can keep you on target, maintain your motivation, and shave years off your journey.  Over three months we will be talking about putting together a plan and what it looks like to achieve FI.  We will hear from three Bozeman investors, that have taken three very different paths all with the same destination - FINANCIAL INDEPENDANCE BABY!!! 

This month we will hear from an investor that achieved FI about two years ago.  He will share his journey, some principles he relies on, lessons he learned, and what it looks like from the other side.  

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Aspire Real Estate and Google-Meet

Begin with the End in Mind - Making a Tangible Plan for Financial Independence; a 3 part series.

Cashing out

Financial independence (FI) is a term for creating enough passive investment income to pay your bills.  Creating your first $100 per month of passive income is a huge first step.   Once you achieve this you are hungry for more, but investors can get bogged down in the grind of the slow build, losing sight of what they are shooting for.  Whether you are within striking distance of the summit of FI, or it seems so far off it is a distant speck; making a plan can keep you on target, maintain your motivation, and shave years off your journey.  Over the next three months we will be talking about putting together a plan and what it looks like to achieve FI.  We will hear from three Bozeman investors, that have taken three very different paths all with the same destination - FINANCIAL INDEPENDANCE BABY!!! 

Part 2: The Launch.  This month you will hear from an investor that is in the midst of achieving FI this year.   

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Aspire Real Estate and Google-Meet

Begin with the End in Mind - Making a Tangible Plan for Financial Independence; a 3 part series.

crunching the numbers

Financial independence (FI) is a term for creating enough passive investment income to pay your bills.  Creating your first $100 per month of passive income is a huge first step.   Once you achieve this you are hungry for more, but investors can get bogged down in the grind of the slow build, losing sight of what they are shooting for.  Whether you are within striking distance of the summit of FI, or it seems so far off it is a distant speck; making a plan can keep you on target, maintain your motivation, and shave years off your journey.  Over the next three months we will be talking about putting together a plan and what it looks like to achieve FI.  We will hear from three Bozeman investors, that have taken three very different paths all with the same destination - FINANCIAL INDEPENDANCE BABY!!!  

This month Part 1, Putting Together a Plan:  This month you will hear from an investor that has had such success in recent investment moves, that he realized FI was within reach within years (single digits).  He has been crunching numbers and working out the details of what it will look like for him.  He wants to make sure the math works and that he does not reach a false summit only to realize he has further to go.  He will discuss the math behind FI and the nuts and bolts of a plan.  

Meeting date
Meeting time
6:00 PM - 8:00 PM

Roundtable Discussion

Open discussion of investment strategies, successes, etc.  

  • Thursday, February 4th
  • Tuesday, March 2nd
Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Aspire Real Estate and Google-Meet

Buy a Hotel

Monopoly Red Hotel

Change of topic, we will be having a developer come and talk about hotels as an investment.  More info to come.  

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Will send link via email. Couch Surfers will need to request link.

How to invest in local businesses for cashflow

Jeff and Bill with Homestake Logo

Please join us to meet Jeff Batton and Bill Stoddart of Bozeman-based HomeStake Venture Partners. Over the past few years, HSVP has carved out a unique niche in the local funding market by helping local investors to efficiently find and invest in a variety of business opportunities. Most of these investments have been structured to create ongoing investor cash flow, rather than to rely on the typical strategy of waiting for a buyout to occur to achieve liquidity and returns. As a byproduct, their approach tends to create community-friendly outcomes — kind of like the long-ago time when community banks were more active in funding business opportunities in our community.

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Will send zoom link to members