Meetings

Property Analysis

Analyzing

Please send Pat information on any deals you have done, or seen that you would like to group to analyze. We will talk about deal analysis in general, then break into small groups and look at a handful of deals. Then we will re-group and compare notes.

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Keller Williams

Property Tours

Touring property

Not one, but two investment properties to look at.  Would you like to invest in real estate locally, but can't find cashflowing properties because everything is overpriced?  Find out how Tim created a deal by building his own four-plex and how Troy created a deal by moving a house.  Depending on if Troy's house is moved or not, we will start in either Bozeman or Manhattan at 6pm, then to Belgrade.   We will spend about 45 minutes at each property, then if you want to continue conversation join us at the Local in Belgrade at about 8pm.  I will put addresses in the newsletter.  If you are a couch surfer, call or text Pat for the address.  

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Locations emailed in newsletter

Open Discussion and Networking

Group Discussion

There is a massive wealth of information about investing within our group.  It is good to occasionally circle the wagons and hear from group members.  Next meeting will be a time for you to ask questions you feel the group might have good information about.  If you have a successful investment you have done that you would like to share, in order to allow others to learn from, please plan to do so.  These discussions are always some of the most informative meetings.  I am always blown away by the group knowledge.

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Keller Williams

Minimize Your Taxes with Real Estate

Jared Jex photo

Do you like to pay taxes?  No?  Well come to our next investor club meeting.  As many of you know real estate can have some great tax advantages.  You may not know about some of the ways to amp these benefits up.  Jared Jex will be talking to us about real estate depreciation and how to optimize that with tools such as a cost segregation study.  

Jared Jex is a Regional Director for Cost Segregation Authority and is responsible for business development and education throughout the Intermountain and Midwest markets.  Jared spent 15 years of his professional career in operations and client management with Fidelity Investments where he was ultimately responsible for building and maintaining relationships across the country and with operational oversight of over $4 billion of retirement-plan assets.  Jared transitioned his passion of helping to preserve wealth to a focus on tax-saving strategies.  His relationship and client management experience have proven be immediately successful in teaching the cost segregation benefits to CPAs, Tax and Wealth Advisors, and Real Estate Investors of all levels.  

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Keller Williams

Dan Fortune: Achieving your Financial Goals with Real Estate

Photo of Dan Fortune

Dan has a pretty incredible story.  He was an employee until 2011 when he made the switch and started working to build passive income through real estate.  Less than ten years later and he is to the point where, we had to book him quickly before he takes a leave of absence funded by real estate investment for a year traveling around the world. 

Dan has experience flipping, buy and hold, syndication and more.  In addition to sharing his story (which should motivate and encourage you), he will be talking to our group about: 

  1. How to develop a clear plan for success in creating passive income through real estate, and
  2. How to get started with innovative deal structures when you don't have $50,000 for a down payment
Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Keller Williams

Mastermind The Goal-setting and Goal Achieving Process

Goal setting sign

If you have taken action to join and participate in this club, you have made a conscious decision that you want to improve your financial future.  Do you have a clear game plan on how you want to do that?  Have you written it down?  The New Year is always a good time to develop (or update) your plan.  At our next meeting we will mastermind the planning process.  I want to have a group discussion on methods, tricks, tips you all have found useful in developing and implementing a plan.  To focus discussion I am going to break it down into the following categories where we will talk through these one at a time:
 

  • Find Clarity on Where You Are
  • Define Your Bigger Purpose
  • Set Goals
  • Develop Action Plan
  • Monitor and Review
  • Books, Systems, Resources

(Photo by https://thefitpharmacist.com.au/ is licensed under Creative Commons)

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Keller Williams

Play Cashflow Game

I keep promising a game night. Come play Cashflow; a game designed by Robert Kiyosaki in order to learn investing while you play.  There are successful millionaires that continue to play this game.  Come join us for some fun and game (and education).  

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Keller Williams 1174 Stoneridge; Bozeman, MT

International Coffee Farms

David Sewell

We will hear from David Sewell, founder of Agronostros; which has two main efforts: coffee farms in Panama and cocao farms in Belize.  If you are a coffee junkie or a chocolate junkie, you know the demand for these farm products is not going away.  Hear about how to invest in this area, and the additional benefits of off-shore investing.  

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Keller Williams 1174 Stoneridge; Bozeman, MT

Open Discussion and Networking

We will spend some time in general discussion.  Let's talk about recent deals, successes, learning opportunities, challenges, issues.  Bring your burning questions about investing and we will tackle them as a group.  After some large group discussion, depending on the size and desires of the group, we will either:

Option 1: break out into small groups and present / discuss the following 

  • What is your Why
  • What is your one-year and five-year plan for building wealth
  • What is your personal investment philosophy

Option 2: Cashflow game; I will bring my game board, please let me know if you have a game and can bring.  

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Keller Williams 1174 Stoneridge; Bozeman, MT