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5th Town-Hall Meeting for Apartment Owners And Industry Professionals

How To Maximize Value and Keep Your Profit

June 12 @ 5:30 PM - 7:30 PM | 24th St Conference Center

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How To Maximize Value and Keep Your Profit

Update on the dynamic and changing apartment market

Panel discussion on Positioning a property for sale – how to maximize value

Exit strategies – Possible options after the sale

    • 1031 Tax Deferred Exchange
    • DST (Delaware Statutory Trust)
    • Opportunity Zones

Program Schedule

5:30 – 6:00 Sign-in and Networking

6:00 – 6:10 Welcome - Jim Kasten, CCIM, KLCG
            Helena Donohoe - ATSAAZ
            Alan Langston - AZREIA

6:10 – 6:20 Apartment Market Overview 
            Linda Fritz-Salazar, KLCG

6:20 – 6:50 How to Maximize Value – Jim Kasten
            Bob Myers, Avant Garde RMS
            Lani Porter - CALCAP Properties
            Jon Coffen - KLCG

6:55– 7:25 How to Keep Your Profit – Scott Trevey
           1031 Exchange - Joe Callaway
           DST - Dan Mercer, Sr. 
           O-Zones - Randy Stoltz

7:25 – 7:30 Raffle

7:30 – 8:00 Ability to Mingle

About The Town Hall Series

This is our 5th casual meeting designed to be have a wealth of information on almost every aspect of apartment ownership, management and investment strategy.  After 20 years of working hand and hand with apartment owners in our brokerage, we’ve learned lots, and happy to share.  However, this casual style get-together will have no formal presentations.  We want to know what you want to know and ALSO, we hope you will be willing to share your insight.

We really hope you can attend and help us with meeting.  It should be fun and worth your time.  If you are not able to attend, let us know if there is anything we can help with outside the meeting.

 

 

Meet the speakers

Information presented here is what every property owner, apartment owner/manager, commercial and residential developer and all real estate agents working in the area will need to know.

Lani Porter-Calcap Properties-450x600

Lani Porter

Senior Vice President and Managing Partner, Calcap Properties

Serves as the Managing Executive in charge of CALCAP Properties. CALCAP Properties manages Multi-Family and Commercial Properties throughout the Western United States and Arkansas. We are an affiliate of California Capital Real Estate Advisors Inc., providing investment, renovation and property management expertise to successfully implement and oversee value-add strategies. Incorporating best in class technology to improve performance and cash flow, these disciplines coupled with our resident-centric focus help to provide thriving communities and a desirable living environment.

Randy Stoltz - Clear Direction Investments

Randy Stoltz

President, Clear Direction Investments

Randall B. Stoltz offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance provided through Stoltz Financial Partners, LLC and Clear Direction Investments, LLC, both of whom are independent of CIS and CAM. While many financial advisors try to be all things to all people, at Clear Direction Investments, it’s all about taking care of you. Our business is about the relationship first and the finances second.

Speaker - Bob Myers

Bob Myers

Avant Garde

Bob has extensive experience both as an apartment owner and manager. He currently is overseeing the re-positioning of many apartment complexes.

Speaker - Joe Callaway

Joe Callaway

Division Manager, Asset Preservation, Inc

Joe Callaway is the Arizona and New Mexico Division Manager for Asset Preservation,Inc. Joe has a thorough background in many aspects of commercial real estate.

Dan Mercer Sr

Dan Mercer Sr.

Registered Representative, Colorado Financial Services Corp.

1031 exchange passive replacement assets, custom NNN portfolios, and low correlation alternative real estate investments. Experienced Principal with a demonstrated history of working in the real estate industry. Marketing focused in Economics, Accounting, Stat., and Advertising from University of Arizona.

Jon Coffen

Jon Coffen

Broker, Kasten Long Commercial Group

Jonathan has spent nearly 20 years specializing in Multifamily investments and the past 12 years in the Phoenix Metropolitan area, working as a Broker and an investor. As a principal at Signature Community Investment Group, he acquired and managed more than 3,500 apartment units in 17 major markets throughout the U.S., accruing a portfolio value in excess of $300 million. His experience includes: sourcing deals, acquisitions, financing, stabilization, property-management oversight, long-term refinancing, dispositions and loan modifications. Jonathan created and built NWJ’s Acquisitions Intern Program and launched the company’s Lender Direct Division.Jonathan is a graduate of Pennsylvania State University and is a world ranked Ironman triathlete. He resides in Phoenix, Arizona with his wife and 3 children.

our special sponsors

Date & Location

Details

Date:
June 12
Time:
5:30 PM - 7:30 PM
Cost:
$10
Event Category:
Event Tags:

Venue

24th St Conference Center
1841 N 24th St
Phoenix,AZ85008
+ Google Map
Phone:
602-443-8995
Website:
https://24thstreetconferencecenter.com/
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