Open Discussion

Come loaded with questions or topics you want to discuss. We will have informal group discussion, these are always good meetings as the collective knowledge and insight in the room is pretty massive.
Come loaded with questions or topics you want to discuss. We will have informal group discussion, these are always good meetings as the collective knowledge and insight in the room is pretty massive.
RJ has pursued opportunities to buy a local business and recently made an offer on one. Pat has been working as a business broker, and has participated as an investor for passive private equity in businesses. They will share their experience and knowledge on how to invest in small businesses.
Mike grew his passive income with real estate while in Bozeman as part of the club. While his two boys were still young he and his wife decided to live abroad. If you are not completely financially independent, how can you use some passive income to bridge the gap, while keeping expenses down and pull this off? What are some major considerations before living abroad (visas, time zones, jobs, cost of living, real estate, etc). Managing rental properties from another state may seem scary, but what about from another continent? Come hear Mike's story, hear about some of his investments, and learn some key lessons about living abroad. Mike will video in from the Netherlands.
Quito Keutla is a full time real estate investor in Billings. He has done fix and flips, buy and hold, partnerships and more. Come and hear about his investment journey. He will talk about overcoming challenges, getting deals done, and much more. You will also get to hear some details on a few of the deals he has done.
Come loaded with questions or topics you want to discuss. We will have informal group discussion, these are always good meetings as the collective knowledge and insight in the room is pretty massive.
Tucker Jones, co-founder of HouseNow 3D will talk to us about using the technology of concrete 3D printing to build homes. Real estate investors will be interested in this for developing new homes. Business investors will be interested because they are in the start-up phase looking for investors for their company. Come learn about this new technology and its potential for investment income.
Laine Schoneberger, with YREFY, will be educating us on how to invest in student loans. There are several different investment options available. Our own Allison Miles has experience with this investment and will talk through some of the logistics and her experience. This is an open meeting, members and non-members. Please spread the word, we would love to fill the room.
Bob Goodson, an expert in 1031 exchanges and statutory trusts, will provide an overview of each. Find out how to delay paying capital gains tax by utilizing a 1031 exchange with a basic introduction, types of exchanges, timelines, etc. Bob will also introduce Delaware Statutory Trusts. Find out why Delaware state laws allow this tool for owning real estate and other investments.
Scott Bradshaw, a Bozeman real estate investor, will be talking about a treehouse development he is doing for plans to VRBO these unique rentals.
Were you under contract and the house was struck by lightening and lit on fire the day before closing, ever had to evict a tenant, have the police called you because criminal activity was going on at your rental? Share your investing horror stories. Will be fun and we can learn from each other's hardships/mistakes without having to go through them.