EXECUTIVE RETREAT 2019

October 9-15, 2019

Successful real estate investors share one powerful characteristic: hunger. Like you, their desire to discover new investment opportunities leads them to seek out experts who have an edge with their investing. Anderson’s Executive Retreat for Real Estate Investors 2019 is the event of the year for investors to make connections, discover opportunities, and feed their hunger for success. 

If you want to be part of an event where like-minded, successful investors come together to share strategies and ideas, this is your chance. Complete the following questionnaire and we will be in touch within 72 hours. Keep in mind that, due to the planned activities, space is limited. Invitations will only be extended to those who qualify, based on the order in which applications are received. We look forward to taking in the sunshine with you while we make connections and share unique strategies to take real estate investing to the next level.

Executive Retreat Benefits:

ENGAGEMENT

Have you ever been to a workshop where you feel you know more than everyone else in the room? We are willing to bet you have, and that’s why this event is limited to proven investors who we vet before extending invitations. You will learn from this event and return home with new strategies and ideas to take your investing to a higher level.

EMPOWERMENT

You will be challenged by other investors to share your successes and failures as each of us explore what we have been doing with our investing over the past year and what we can do better. We believe opportunities are best capitalized upon when planning is done in advance, highlighting the importance of the connections made on our retreat. You will meet individuals who may be able to provide quality resources to you in the years ahead.

EDUCATION

We will provide real-world education taught by hand-selected Anderson clients based on their investing success. Our philosophy is to learn as much about real estate investing as possible so we can find opportunities where others may only see failures. More importantly, we provide all of this in an environment where you experience something new and exciting, fostering emotions and energy to drive your continued learning.

Featured Presenters

Clint Coons, Esq. – Founding Partner

After graduating from the University of Washington with a business degree, Clint began his career in construction. Giving up the hammer for the gavel, he graduated from Seattle University School of Law in 1997.

Toby Mathis, Esq. – Founding Partner

Toby Mathis has helped Anderson grow from a small business and estate planning firm to a thriving tax practice and national registered agent service with over 20,000 clients.

Michael Bowman, Esq. — Partner

Michael Bowman is a partner with Anderson Business Advisors and practices in the areas of civil and commercial litigation, wealth preservation, and business and estate planning. He is the author of How to Start & Run Your Business the Right Way and is a national speaker and educator on topics ranging from business law, tax, estate planning, and more.

Aaron Adams – CEO Alpine Capital

Mr. Adams started his real estate career while attending graduate school in southern California in 2000, when he bought and renovated a small duplex in Hemet, California. By the time his MBA coursework (Cal Poly Pomona) was completed, he had a thriving property management and real estate investment company. Aaron’s diverse range of investment experience includes purchase and property management of mobile homes, single family, and multi-family units. He currently owns properties in multiple states and is part of the Alpine Property Management, LLC, management team as well as the owner of Alpine Capital Solutions, LLC.

Michael Soni – CEO AdvisoryREI

Mr. Soni has acquired (and managed) over 2,000 single family residences to rent and hold, or rehab and sell, in fourteen states including Arizona, Alabama, California, Florida, Georgia, Indiana, Michigan, Mississippi, New York, Ohio, Pennsylvania, Texas, Tennessee, and Oklahoma. Mr. Soni currently asset manages over $125,000,000 of stabilized and rented single family homes.

Jared Osmond – Speaker

Throughout the years, Jared Osmond has shared his talents with thousands across the globe. The amazing buzz Mr. Osmond has created through concerts, private sessions, speaking engagements, and festival appearances has enabled him to sell out many prestigious venues. Jared currently works as an Owner/Manager at Osmond Senior Living/Assisted Living. Through hard work and dedication, his experience over the years has made him an inspiration to many potential real estate investors.

Ryan Gibson – CIO of Spartan Investment Group, LLC

Ryan Gibson is a co-founder of Spartan Investment Group (SIG). SIG focuses on providing self-storage investment opportunities to individual investors. Ryan has organized over $12M of private equity for SIG to fund self-storage and development projects. At SIG, Ryan is responsible for investor relations and raises capital for projects. Ryan has grown SIG’s investor network to over 1,000 investors in less than two years. In addition to SIG real estate activities, Ryan owns and manages rentals properties in multiple states and has invested in apartment buildings, self-storage, and land development projects. Ryan graduated from Mercyhurst University with a bachelor’s degree in Business, with concentrations in Marketing, Management, and Advertising.

Solomon Floyd – CEO and Owner of Reunion Real Estate Consulting

Solomon Floyd, managing director and board member of the CTX Global Real Estate Fund, is a successful entrepreneur focused on identifying and serving markets with the most potential for returns and social-economic change. He is the CEO and founder of Reunion Investments LLC, a full-service real estate investment company that specializes in economic development in military communities. His personal experience of military service informs his approach to improving the lives of current military members and their families while enabling investors to build passive wealth, leverage portfolios of holdings, and service America’s heroes. He will be presenting on the methods for earning the most returns through economic development and military markets. A few of the topics we will discuss are the benefits of opportunity zones to investors and real estate funds, alternative market growth and strategic partnerships, establishing small businesses that drive your portfolio, and so much more.

Maureen Miles – Managing Partner of 4M Capital

Maureen Miles is well known for being a leading real estate expert, speaker, and entrepreneur. She brings over 25 years of real estate experience to the firm she founded and is the acting managing partner of 4M Capital, fast-growing multifamily, private equity investment firm.  Since leaving her corporate network engineering job 6 years ago, Maureen has successfully completed over 250M in transactions and syndicated over 55M in private equity.  She currently controls over 140M in assets.  Maureen also owns and operates her own property management company and construction company. Maureen is an expert in acquisitions, due diligence, renovations, efficient property operations, management, and raising private equity. Applying her exceptionally diverse real estate experience along with her network engineering background, Maureen has helped to develop and manage all types of commercial and residential investment properties, including single-family, small multifamily, and large apartment communities.

Lane Kawaoka – Podcaster & Real Estate Syndicator, SimplePassiveCashflow.com

Lane has been investing for over a decade and now controls 2,600+ units.  As owner of CrowdfundAloha.com, SimplePassiveCashflow.com, and ReiAloha.com, Lane is responsible for finding investment opportunities, analysis, and marketing. Mr. Kawaoka obtained a BS in Industrial Engineer and MS in Civil Engineering and Construction Management from the University of Washington. In addition to an analytical engineering background, Lane has real world experience in working as a project manager for over $230 million dollars of capital construction projects in both the public and private sector. Working as a high paid professional in Corporate America and frustrated by the traditional wealth building dogma, Lane was compelled to inspire and mentor other working professionals via his top rated podcast at SimplePassiveCashflow.com.

 Past Attendees

Find luxury, style & convenience in Maui

The tastefully redesigned Wailea Beach Resort – Marriott, Maui offers stunning views of the Pacific. Ideally located on the water’s edge, this family-friendly hotel invites guests to take advantage of a modern fitness center, championship-level golf courses, and tranquil spa.

APPLY TODAY

The partners at Anderson will extend invitations based on applications.