April 17-18, 2020 | VIRTUAL Summit
MULTI-FAMILY | TAX STRATEGIES | MOBILE HOME PARKS | SELF-DIRECTED IRAs
WHY THE W2 CAPITALIST REI VIRTUAL SUMMIT?
First off, the W2 Capitalist REI Virtual Summit is set to benefit one of THE MOST AMAZING organizations on the planet: Operation Underground Railroad. I have personally pledged to raise $50k for O.U.R. in 2020 and the proceeds from this Summit are headed their way.
Second, the W2 Capitalist Community is here to lead corporate ladder climbers in increasing their wealth by adding streams of passive income through Real Estate Investing while not losing sight of their W2, nor fumbling the family life. Our lineup of the best and brightest niche focused investors will provide you THE BEST opportunity to EARN. INVEST. REPEAT.
OUR LINEUP OF AMAZING SPEAKERS AND PANELISTS
Gino Barbaro is an investor, business owner, author and entrepreneur. He has grown his real estate portfolio to over 1600 multifamily units. He is the co-founder of Jake & Gino, a multifamily real estate education company that offers coaching and training in real estate founded upon their proprietary framework of Buy Right, Manage Right & Finance Right.
Summit Topic: Best Ways to Make Tax Free Money with Real Estate
I started working in public accounting around the same time I started investing in real estate so naturally, for me, they have always gone hand-in-hand. I recently took a big risk myself by leaving my comfortable office job to do work with the clients I know and love best- investors. After investing in the real estate market, both here in the Pacific Northwest and beyond, I found that specialized tax acumen for investors was woefully lacking.
Aaron Young, CEO of Laughlin Associates is a renowned entrepreneur with more than 30 years experience and several multi-million dollar companies under his belt. Aaron has made it his life’s work to arm business owners with success formulas that immediately provide exponential growth and protection. He inspires others by empowering them to build strong companies while proactively protecting their dreams.
Summit Topic: 9 Steps to Build Six Figure Passive Income Portfolio & Live a Life by Design
At 21 years old, I bought my first house and I got hired on with a real estate developer. I found myself learning the ropes of building new construction, hiring subcontractors, dealing with red tag notices and grumpy neighbors who didn’t want new houses blocking their view.
In 2009, I officially ditched my 9-to-5 job and become a real estate agent specializing in working with investors. Since my goal was to achieve financial freedom through real estate investing, I figured what better way to earn a living than to help others achieve what I was setting out to achieve. Turns out working in and on your passion does pay off, I’ve sold over $100+ million dollars in real estate, all while buying rentals and building up my own passive income streams.
Summit Topic: Using a Self-Directed IRA – The Road to Tax FREE Wealth
Juan joined Quest Trust Company as a Marketing Representative and was quickly promoted to the position of IRA Specialist in late 2018. Juan attended The University of Houston, where he received his Bachelor in Finance. His education background, coupled with his excellent customer service makes Juan a strong addition to the IRA Specialist team. Juan became a Certified IRA Service Professional (CISP) in 2019 and continues to utilize his financial experience by providing premier education to prospective Quest Trust clients.
Summit Topic: How to Build Explosive Personal Wealth: Finding Your Sweet Spot on the Three Paths to Financial Independence
Holly Morphew is an award–winning financial coach, author, global speaker, and multi-generational entrepreneur. After a successful career in real estate and finance, Holly founded Financial Impact in 2016. Holly holds four financial coaching certifications including Accredited Financial Counselor®, Certified Financial Health Counselor, Certified Student Loan Counselor, and Certified Identity Theft Risk Management Specialist®.
In 2017, Holly was recognized by the Association for Financial Planning and Counseling Education ® with the “Bridging the Gap” award for outstanding work as an entrepreneur and financial coach. Holly has spoken to audiences of 2500+ on the topic of money, leadership, and conscious living.
Principal and Managing Partner at Sharpline Equity, Chris is responsible for all operational strategy, systems design and process implementation. Chris specializes in finding underperforming multifamily assets with high upside opportunities. Chris is based on the North Fork of Long Island, applies the management and efficiency principles that Jackson has acquired over the last 15 years as an Information Technology consultant. Chris’s career, specializing in operational efficiency to maximize profitability, has spanned a wide range of disciplines but has mainly been focused on servicing the legal industry. He has provided strategic and tactical implementation of a suite of efforts including cybersecurity, project management, vendor selection, personnel selection and mentoring, and software architecture.
Summit Topic: Mobile Home Parks
Tim is an active duty Chief Petty Officer in the United States Navy and has been serving his country for 14 years. Tim has been investing in real estate since 2011 where he purchased his first single family residence with the intention of forcing appreciation and flipping for a profit. Through analyzing hundreds of multi-family properties, Tim has built an incredible network of real estate professionals, owns, controls, or has directly been involved in over 1,000 income producing units.
As the Financial Freedom and Syndication Chief on the incredible platform, Active Duty Passive Income (ADPI), Tim is helping active, veteran, reserve, and other military affiliated personnel realize their financial freedom goals through real estate investing.
Tim is now a Senior Managing Partner of both Kelly Housing Group and ADPI Capital where he and his partners invest in and syndicate multi family property in the affordable and workforce housing spaces with a focus on apartment communities, mobile home communities, and storage facilities.
Bill Allen, a Navy pilot and real estate professional, is the CEO and owner of 7 Figure Flipping, where he leads the top house flipping and wholesaling mentoring groups in the nation. Just a few years ago, he was stuck flipping 1 or 2 houses per year and doing all the work himself, but since then, he’s built a systematized business that runs without him and has begun showing other investors how to do the same. In 2019, after running mastermind groups and events as the COO, Bill purchased the training and development company, House Flipping HQ.
Bill founded Blackjack Real Estate, LLC in 2015 with the mission of helping homeowners sell their homes for cash. The company started in Pensacola, FL and over time has expanded to Chattanooga and Nashville, TN and Huntsville, AL. Its strategic business plan allows them to remain incredibly fair with cash offers while still remaining profitable and creating valuable partnerships with local contractors, real estate professionals, and wholesalers. Based out of Nashville, TN, Bill and his team currently flip and wholesale 200+ deals per year in Tennessee and northern Florida. What began as a one-man operation has quickly become a team of 12+ members who are experts in their fields and passionate about real estate and helping others.
After a 15 Year Journey to Financial Independence, I decided to stop working a 9-5 job and instead focus on helping people start their own journey. My year one goal is to help 1,000+ individuals understand the power Rental Properties as I would not be free to exit a 9-5 job without my portfolio of Cash Flow Positive Real Estate. Please let me know your thoughts, questions and concerns as there are no bad questions when you are thinking about committing to a process that could take 15 plus years.
Our goal is to help create financial independent individuals out of every one who follows our content and supports us. We’ve created a formulaic system that can help you achieve financial freedom by renting out properties, one rental at a time. It doesn’t matter whether you’re completely new to real-estate or an experienced investor, we have something for everyone.
Jake Stenziano, MBA is the best-selling author of two books, Wheelbarrow Profits and The Honey Bee. He is also the co-founder of Jake & Gino, the only multifamily real estate investment education company that teaches investors the three pillars of sound apartment investing; Buy Right, Manage Right, and Finance Right.
Jake is also the founder of Rand Property Management and co-founder of Rand Capital and Rand Partners. Rand Property Management is the first property management company with a focus on “modern affordability” and vertical integration.
As a creator of the multifamily investing framework, Wheelbarrow Profits, Jake is a leading expert on investing in and management of the multifamily space and currently owns over 1500 multifamily units.
He currently resides in Knoxville, TN with his beautiful wife Whitney and their two children.
Founder of W2Capitalist.com, Jay started actively investing in Real Estate in 2014 and since has grown his real estate portfolio to over 320 units across 4 states with a mix of single & multi-family homes Recently he has started giving back to the real estate community by hosting the movement and podcast at W2Capitalist.com where the mantra EARN. INVEST. REPEAT. is helping every W2 Employee realize they can build legacy wealth through real estate investing AND have a successful and fulfilling W2 job. Jay and his wife Cassie reside in Gulf Breeze, FL, with one son and two daughters.
All scheduled times are CST.
As the lineup of our Amazing Speakers is finalized, the full schedule will be placed here.
FRI, April 17 – Day 1
2:30 – 2:45 -> Kick-off
2:45 – 3:15 -> Bill Allen
3:30 – 4:45 -> Gino Barbaro & Jake Stenziano
5:00 – 6:15 -> Holly Morphew
6:30 – 7:45 -> Natalie Kolodji
SAT, April 18 – Day 2
9:00 – 9:30 -> Kick-off & Welcome
9:30 – 10:45 -> Chris Jackson
11:00 – 12:15 -> Jim Ingersoll
12:30 – 1:45 -> Aaron Young
2:00 – 3:15 -> Timothy Kelly
3:30 – 4:45 -> Juan Deshon
5:00 – 6:15 -> Michael Zuber
6:30 – 7:45 -> Jennifer Beadles
As W2 Capitalist LLC, we are hosting this event in which the net proceeds will be donated to Operation Underground Railroad. Our goal for 2020 is to raise $50,000 for such a great organization and you can check on our progress and make additional donations here.
Do you have questions about the W2 Capitalist Real Estate Investing Virtual Summit?
The W2 Capitalist was founded in 2018 (Pensacola, FL) by Jay Helms who first began real estate investing with a buy and hold strategy in 2014. Jay has spent 20 years climbing the corporate ladder but was not experiencing the financial success and hitting the wealth building targets he had created for himself. From 2014-2017, Jay and his wife went from their 1st single family rental property to a 49-unit portfolio that included a mix of single family, small multifamily and one small apartment complex. Today, Jay and his family hold a portfolio of 328 units.