Meetings

Torin Zonfrelli is with Marsh McLellan insurance.  They are a brokerage, so unlike many other insurance agents, they are not selling their companies products, but search for the best option for your needs.  Torin has some great insights into some of the riders, structure and other optimizations on how to increase your protection and decrease your costs, particularly for landlord policies and other insurance related to rental real estate.  He will help us understand the unique risks associated with rental properties, debunk common myths about landlord insurance and clarify what each type of coverage entails looking at an actual policy.  He will share real-life examples of how proper insurance coverage has protected investors from significant losses, illustrating the importance of having the right policies in place. Additionally, he will discuss risk management strategies that go beyond insurance, showing how it fits into a broader plan to protect your investments.  We’ll explore specific cost-saving strategies so you can save on premiums without compromising coverage, emphasizing the importance of tailoring insurance policies to fit individual investment strategies and property types, ensuring that each investor gets the coverage and the peace of mind they need.  Furthermore, he will provide insights into current trends in the insurance market that could impact real estate investors.

Come with questions, ideas, example deals and we will have open discussion

It has been a while since we have toured a member's project in progress.  These are always super fun, come see Tom's.  We will walk through the project and then do a cookout in the back yard.  We will provide burgers, brats and some limited side.  If you want to bring a side dish or dessert to share please do.  A few of our members in the trades have had a hand in this project.  Tom will share some of the financials, challenges, and gameplan.

Come learn about the benefits of using a Delaware Statutory Trust to hold investments.   

Tim and Allison are bringing chili. Please bring a side or another chili to share. Questions- call or text Allison

Our speaker this month will be Russell Gray.  Russell was the co-host of the Real Estate Guys radio show (and then podcast) for many years.  He is a passionate educator; the picture is of Pat being a bit of a fanboy with Russell at an education seminar Russell helped lead.  Pat is also holding up a book Russell co-authored “Equity Happens.”   Russell’s latest endeavor is to educate people on investing in Main Street instead of Wall Street (totally in line with our club).  We are very excited to hear Russell speak through live video conference.  This will be an open meeting, we want to pack the room so please help us spread the word.

Come with questions about investing.  We will use the mastermind / collective knowledge of the group to talk through questions, ideas and issues.  

Craig Eppler is the founder and CEO of Eppler Capital Funds.  After working with publicly traded investments, at Vanguard and Wealth Enhancement Group, he found it difficult to help investors achieve their goals, with the low-yielding options that Wall Street offers.  So, he started putting funds together in the private market space.  He has experience investing in private equity, real estate, music royalties, and private lending backed by real assets.  Come hear about his story, his thoughts on due diligence, deal structure and much more.

How do you start and build a business.  Where do you find capital to grow a business.  How does this play into your overall wealth building strategy.  Rob Kindle will be sharing about his company NexGen that provides industrial wastewater treatment systems.  He will share his story as an investor, and specifically building this business.  Not only is Rob a seasoned investor and entrepreneur, but he is also grandpa to our members Mike and Vickie (which is why we can get him to make a special trip to Bozeman to come and talk with us).  

Members only.  Come join us for some food, game and investing education.  Will have some catering from Bar 3; but encouraged to bring dish, desert, drink to share.   In addition to some food and libations, We will be playing the Cashflow Boardgame.  If you have a copy of the game, please bring it.