Meetings

Innovative Investment and Tax Strategies

Todd Williamson

Todd Williamson has over fifteen years in the financial services industry, currently Vice President of Investments with Wells Fargo Advisors.  As a former practicing CPA Todd has a keen understanding of the math behind investments, particularly tax implications.  Todd will be sharing a few specific strategies that might be beneficial for you.  

For those of you actively hustling to build a portfolio, Todd's first strategy may not be beneficial for you, yet....  But it may be very useful when you want to diversify across more properties and markets, and become totally passive.   This strategy is similar to a 1031 exchange, but allows you to trade one or more real estate assets that you are actively managing and move the money into a private real estate partnership that has numerous large real estate assets across the US.  

Another strategy, for those of you self employed, can roll money from an IRA into an employer 401k, and get access to up to $50,000 cash for use in your investing through a policy loan. 

Join us to hear more about different tools you can use on your way to building wealth. 

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Awe Real Estate 29 W Main, Belgrade

Core Investor Knowledge: Back to Basics

Pictures of Panel Members

A panel of experienced local professionals will cover topics that all new/newer real estate investors should be familiar with as they look to build and grow their portfolio. Even experienced investors will gain valuable information, even if only to revisit the basics.  The panel will be comprised of a residential lender, a commercial lender, an insurance agent, and a CPA. A variety of insights will leave the you feeling more confident and knowledgeable, and there will be plenty of time to pose any questions you have. Please submit questions in advance that you’d like a moderator to ask the panel, or have them ready to ask during the Q&A portion of the presentation.  Panelists include: 

  • Tanner Aasheim: Real Estate Loan Officer at First Security Bank
  • Cory Hollern: Commercial Lender at First Security Bank
  • Dusty Daws: Owner of Dusty Daws State Farm Insurance
  • Kyle Blessinger: Manager at Wiplfi 
Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Awe Real Estate 29 W Main, Belgrade

October: Invest in music royalties

Royalty Exchange logo

Would you like to diversify your portfolio with Hip Hop, Rock and Country: Investing in Music Royalties.  PJ Miklus with Royalty Exchange will educate us on how to invest in music and other royalties.  

PJ Miklus is currently head of investor relations at Royalty Exchange, the oldest and largest platform for buying and selling media-based IP royalty assets, raising more than $65 million for rights holders in 650 + transactions in just over three years. PJ previously pioneered new client segments while fund raising for multiple alternative investments across hedge funds, private equity and venture capital on Wall Street for 10+ years. PJ earned an M.B.A. from NYU Stern School of Business in 2013 and a B.A. from University of Maryland in 2004.   

We all know that investors today are looking for consistency, stability, yield and new ways to insulate their money from market volatility. Many of them are now turning to music royalties and finding one of the purest forms of uncorrelated income available.

What’s more, recent music industry trends are significantly improving the cash flow earned by many royalty rights holders. Experts agree that we’re in the early innings of a music industry bull market that could dwarf that of the introduction of compact discs (CDs) in the early 1990s.

With premium music royalty assets, investors find:

  • Steady income
  • Relative stability
  • Upside Potential  (Especially now)
  • Longevity(royalties are paid for the life of the artist + 70 years)
  • Tax advantages

 

PJ will be discussing music royalties as an asset class on at our October meeting. Don't miss it!

Meeting date
Meeting time
6:00 PM - 8:00 PM
Meeting location
Awe Real Estate 29 W Main, Belgrade

September: Innovative Investment and Tax Strategies

**Todd, our speaker, had a last minute conflict.  We will still have meeting, but it will be open discussion.  Bring questions or ready to talk about any latest investing projects you have going.  We will get Todd at a later meeting**

Todd Williamson has over fifteen years in the financial services industry, currently an associate vice president at Morgan Stanley.  As a former practicing CPA Todd has a keen understanding of the math behind investments, particularly tax implications.  Todd will be sharing a few specific strategies that might be beneficial for you.  

For those of you actively hustling to build a portfolio, Todd's first strategy may not be beneficial for you, yet....  But it may be very useful when you want to diversify across more properties and markets, and become totally passive.   This strategy is similar to a 1031 exchange, but allows you to trade one or more real estate assets that you are actively managing and move the money into a private real estate partnership that has numerous large real estate assets across the US.  

Another strategy, for those of you self employed, can roll money from an IRA into an employer 401k, and get access to up to $50,000 cash for use in your investing through a policy loan. 

Join us to hear more about different tools you can use on your way to building wealth. 

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

August: Tax Liens

Group Discussion

This will be a working meeting.  Pat will give an overview of tax liens in Gallatin County.  Then we break up into small groups and look at current tax lien opportunities.  You will be required to sign a confidentiality agreement with Gallatin County to be able to see the information provided at this meeting, Pat will have these available.  This may result in individuals pursuing these opportunities at the end of the night.   This should be fun.  

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

July: Major Event: Playing with FIRE Movie Showing

Playing with FIRE movie poster

The FIRE movement (Financial Independence, Retire Early) is... well on fire.  Mr. Money Mustache, the Mad Fientist and others have pushed the idea that you do not have to follow the cultural norm of working full time for 40-50 years before retirement.  Just out in theaters only is the documentary Playing with FIRE.  

Playing with Fire showcases a radical subculture known as FIRE, that embraces frugality and financial optimization to achieve financial independence. Follow one family’s journey to acquire the one thing that money can’t buy: a simpler — and happier — life.

Buy tickets here: https://www.tugg.com/events/playing-with-fire-07jb

Your ticket will get you into the after-party where we will have refreshments, panel discussion and social time with like-minded people.  

Meeting date
Meeting time
6:00 PM - 9:00 PM
Meeting location
Regal Cinemas 2825 W Main St, Bozeman, MT 59715

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