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