Past Meetings 2016

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October 19, 2016

holloweenCCWB Costume Contest.

(Because investing is FUN!!!)

At this month’s meeting on October 19th we will be holding a costume contest. The grand prize will be a Year Membership ($179 value), 2nd and 3rd place will receive a 3 Meeting Pass ($45 value). The winners will be decided by a vote from those in attendance.

Al Williamson 


You will learn:

  • The 5 ways to profitably operate a rental (HINT: traditional land lording is the least profitable mode).
  • How to harness the power of Internet 3.0 so you can multiply your net income.
  • Why you should have at least one short-term rental unit in your portfolio.
  • How you can legally operate a short-term rental without working yourself to death.

Al Williamson is a professional engineer and has been a landlord since 1996. He founded in 2011 to document his quest to develop additional cash flow streams for his rentals. In 2015 he achieved his goal of paying the first mortgage of his apartment complex with ancillary income beyond tenant rents.

Al is the author of two real estate books and lives with his wife and daughters in Sacramento, CA.

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September 21, 2016

Tracy Potts, Esq., Legacy Law Group®: 


Are Probate and Conservatorship real estate sales viable or should you run in the other direction?  As an investor/buyer/seller or member of any trade, what’s in it for you?  Let’s look at the nuts and bolts of both sides of a transaction, the purchase and the sale of properties in Probate and Conservatorships.

Not familiar with or a little rusty about when and why a probate occurs? How about the circumstances in life that sometime necessitate the creation of Conservatorships? How and why the courts are involved in these transactions? Tracy Potts, Founder of Legacy Law Group® will be here to offer a refresher and valuable tips.

Before property is listed:

At a minimum, how much work should be done to prepare/stage properties? There is the legal answer, and there is also reality.  How do the experts source Probate and Conservatorship properties before they are published in the MLS?

Once the contract is in:

  • Who to contact
  • How to deal with counteroffers
  • Special tips for understanding appraisers
  • The path to a successful closing

It’s much easier than you may think.  Let’s find out.

* * * * * * * *

Tracy Potts, Founder and Principal of Legacy Law Group®, runs an Estate Planning and Probate practice at her North Natomas office at I-80/Truxel.  Having practiced in Sacramento her entire career, Tracy has touched matters in nearly every corner of the world.  Along the way, she has also handled countless real estate transactions.  Tracy enjoys the additional practice areas of business succession planning, special needs trusts and limited conservatorships.

Tracy attended Southern Methodist University in Dallas, TX, where she received both her undergraduate and doctorate degrees. In addition, she has achieved the additional recognition of a Certified Specialist, Estate Planning, Trust Probate Law, by the State Bar of California Board of Legal Specialization. 

Tracy has been a Fellow of the prestigious American College of Trust and Estate Counsel (ACTEC) since 2007.  She also serves as a member of the Advisory Council of the Assistance League of Sacramento.  She has been named to the Super Lawyer list every year since 2004.  She and her husband have made Sacramento their home since she was first recruited here out of law school 25 years ago.

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August 17, 2016

Bill Angove Presents:

§1031 Exchanges

Bill Photo ColorBill Angove, is California State Manager and Vice President of Asset Preservation, Inc. Bill has over 10 years of Commercial Real Estate experience in Sales and Leasing. Prior to joining Asset Preservation, Inc., he was with Bishop Hawk Commercial Real Estate in Sacramento, CA. He is involved in the real estate community serving as President-Elect of ACRE (Association of Commercial Real Estate) and on the Board of Directors for CREW-Sacramento. Bill is also an affiliate member of many organizations such as CAR and SAR. Asset Preservation, a subsidiary of Stewart Title Company, is a leading national IRC §1031 “Qualified Intermediary” and is efficiently handling exchanges in every state. Combining a national title company as a partner has proven to be the approach of choice by astute investors. Asset Preservation is one of the most respected national Qualified Intermediaries in the United States and has successfully completed over 140,000 §1031 exchanges throughout the nation. Bill has spoken to several thousand residential real estate agents, commercial brokers, CPA’s, and attorneys in the state of California. Annually, he is invited to numerous national conventions as a guest speaker on §1031 exchanges. In addition, Bill gives regular three-hour D.R.E. (Department of Real Estate) courses for continuing education for numerous real estate boards throughout the state. In his seminars he presents the many aspects of an exchange and how it is facilitated between the Exchanger, escrow and title, and the Qualified Intermediary. Bill discusses the dynamic process in which owners of investment real estate are provided mobility within their portfolio to capitalize on changing market conditions. He also teaches real estate agents and brokers how to use §1031 exchanges as a proactive tool to obtain more listings and earn multiple commissions.

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July 20, 2016

Michael Morrongiello:

Deal or No Deal?

Michael's Portrait Head Shot -DSC_3611

One of the biggest obstacles new and even seasoned investors have is determining what’s a DEAL, and what’s NOT a Deal.

You’ve done some marketing, your phone rings, a property seller tells you about a house they own that was trashed by tenants who have recently moved out.  You set an appointment to view the house and after viewing it confirm that it truly is a wreck. Now what?

Tonight we cover a few ways to find opportunities, screen them and determine whether if what the sellers expectations are and what you are willing to offer are really a “Deal” or NOT

Whether YOU have cash or not – you can still do business that will allow you to earn income.

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June 15, 2016

ARE YOU ON FIRE ?  FI/RE that is.

In the world of wealth building FIRE stands for Financial Independence Retire Early.  For some of us its THE dream. To retire early because you DON’T need to work for money any more.

Yours truly will lead you through this journey and you will learn the following :

  1. What is FI/RE and do you want it?
  2. What steps should I follow to achieve it?
  3. What are the order of the steps?
  4. How NOT to let the ‘shiny penny syndrome’  derail your FI/RE?
  5. Difference Between Eat Money and Grow Money.
  6. What is the ideal mix of assets – real and paper – Cash Flow, Equity Buildup (appreciation) and Cash Influx?  Which one is a distraction and at what stage of your investment career?
  7. What skills do you possess now ? What skills would you need to possess for success? Could the skills you possess now be enough? It IS possible. What strategies would you want to implement so that they are synchronous with your existing skill set.
  8. Our goal announcement and yours too.

So be there are 6:30 p.m. on June 15th and we will set you on FI/RE.

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May 18, 2016

Joe Varnadore – Discount Notes – Where all the good deals are hiding.For Investors and Entrepreneurs


If You Think You Know
Notes, Think Again!

The real estate note industry has always been looked upon as a small niche industry. This notion was not without merit as it was engrained with seller financing and on the surface seemed rather confusing. Most of the training available for the note business revolved around brokering seller financed notes. That has all changed as…

Fundamental market conditions have made distressed paper
MORE profitable than distressed property

The two major components that have combined to make the Note business the hottest real estate investment play today are:

1) The number of toxic notes available

2) Trillions in idle cash searching anxiously for investment opportunity.

Supply and demand, simple as that.

When you attend NoteSchool’s Presentation, you will learn:

·  How to Find the new “Shadow Inventory”

·  How To Buy Non-Performing (Defaulted) Real Estate Notes For Pennies on the Dollar

·  Why The Banks, HUD, Fannie Mae and Freddie Mac Have Stopped Foreclosing on Low Price Band Properties (Value Less Than $125,000)

·  What Happened To All of the REO and Short Sales

·  How To Turn $100 in Your Roth IRA into $100,000 or More Tax Free

·  Why the Note Business is the Hottest Topic in Real Estate Today

·  How to get started in just days

·  How to earn 10% commissions from seller financing without using any of your own money

·  Why Real Estate Agents, investors, builders, property buyers and sellers are creating a strong demand for these services and how you can cash in by becoming the “go to” person

·  Why flipping notes is easier and less time consuming than flipping properties

·  How to make huge commission on commercial and other large notes

·  How “anxious money” is changing the industry making your opportunities greater than ever before

·  How to become a Note Buyer with as little as $100 dollars

·  How to apply your current real estate knowledge and skills to make even greater profits with the note business

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April 20, 2016

Ben Harvey – “Misunderstood Laws that Can Make You Go Broke”

I will give you the example of an investor who brought over the documents on a deal in which  he had lent to a formerly prominent investor in Sacramento. When he had called earlier I got the impression that there were some fine points of the contract that he wanted to verify. He came in 4 days later. Upon reviewing the documents it was clear – even to my untrained eye – that this was plain and simple fraud. That investor who brought me the documents had been defrauded out of a sizable chunk of money . So I did what any reasonable person would do and connected him with Ben Harvey. 

I don’t know where this matter lies right now but what I CAN tell you is that he was a mere three days away from his statute of limitations to file ran out. He sat on it because he STILL believed that the guy was his friend.

Had he not come when he did then he may have lost the right to recover his money altogether.

There are a myriad of laws out there – lack of knowledge of which can create a lot of trouble for you and in some cases make you broke.

So tonight we have the expert in such laws Mr.Ben Harvey talking about this very important topic. Things he will cover would include – Legal Entities, Control, Capital Investments, Personal Guarantees Vs Anti Deficiency Laws. And lastly due to questions that I have repeatedly gotten from you guys about deeds – he will also talk at length about Warranty Deeds, Special Warranty Deeds, Grant Deed, Quitclaim Deed AND the difference between CLTA and ALTA Title insurance policies.

This talk can also be alternatively titled Real Estate Law 101 – what all investors should know but most don’t. See you all at 6:30 p.m. tonight.

(That prominent investor who defrauded our club member is on our rogues gallery and is not welcome at our club any more).

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March 16, 2016

Be a Negotiating Ninja, with NLP mastermind Joel Rico

How good are your skills at reading people? Do you know how to frame the conversation to get a yes?

Join us on Wednesday, March 16th to learn to write your own powerfully effective scripts utilizing tonality and the patterns of words!

Neuro-Linguistic Programming (NLP) envelops the most prevailing mechanisms used to produce the human experience. The human experience = our mind (neuro) + language (linguistic) + behavior (programming).  Putting together the right words, patterns, tonality, and body language, you greatly increase your chance of getting to the response that you prefer.

Our presenter, Joel Rico, teaches “the Language of Sales” class for Keller Williams Realty. Here’s your chance to get introduced to some of the best sales language training out there.


He explains that the context of communication is how you relate to the person you are talking with and what they are left with after the conversation ends. The construct of language is literally what you say. Certain phrases you say actually trigger the neural pathways of your listener to say “yes.”

You’ve spent the time and money to generate your leads, now spend the time to do the prep work to get ready for the phone call/meeting so you can close nearly every appointment you go on.

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Feb. 17, 2016

Beat The Taxman

Speaker: Randy Roth & Stacy Sheetz

New and experienced professionals welcome!

Unfortunately, an IRS audits or legal action is the first time many investors learn that their entities, taxes, or self-directed IRAs are out of compliance. Which, at that point, is too late!

Even investors with formal structures, like LLCs and corporations don’t actually have the benefits they thought they had, because they failed to comply with the laws governing their choices.

If your real estate investments aren’t in compliance with the law, you won’t get the tax benefits and asset protection that you thought you were entitled to.  Compliance is required and, in fact, is your proof and public disclosure as to the tax and legal structure under which you’re to be governed.

On Wednesday, February 17th, join us as Randy Roth will share his knowledge with you from years of experience as a tax and business advisor to investors. Randy will discuss how real estate investors and business owners can reduce taxes, increase fringe benefits, protect assets, and avoid common blunders that may derail your goals. Randy will show you how complying with the RULES provides many benefits and how NOT COMPLYING may be extremely costly.

We all love to make money but most of us hate giving our hard earned dollars to the ever present silent partner – the IRS. One way of (legally) avoiding most if not all of taxes will be to work your Real Estate Investments from inside your Self-Directed IRA.

Stacy Sheetz from Polycomp will cover the self-directed IRA rules when it comes to prohibited transactions and disqualified people. Even if you know about self-directed IRAs, do you know the 5 different ways a SDIRA can work for you? Stacy will share one of America’s BEST KEPT SECRETS.

Whether you are straight out of a bootcamp or an experienced old-timer, don’t get caught in 2016 with your pants down and assets exposed! It’s easier to do things the correct way than it is to unravel an entity and tax mess. Don’t waste another $800 LLC fee before you hear what Randy has to say. And let Stacey show you how creative you can get when it comes to using IRA money for your real estate deals.

About the Speakers:

Randy Roth, EA, MSFS

Randy Roth is a tax, estate & business consultant practicing in tax preparation and planning for individuals, businesses, estates, trusts and non-profit organizations in Sacramento. He advises in the formation of business entities and on-going compliance matters for LLCs and corporations, real estate holdings and non-profits.

In addition, Mr. Roth advises on tax strategies, asset protection, estate matters and compliance for business owners, real estate professionals and investors as well as providing advisory services to Trustees, Executors, and Administration attorneys. He is an owner and principal of Incompass Tax, Estate & Business Solutions, an Enrolled Agent and holds a Masters Degree with a specialization in Estate Planning and Taxation and has been in the tax business for thirty years.

Stacy Sheetz

Polycomp was founded in 1974, the same year as the Employee Retirement Income Security Act (ERISA) was enacted. Our founders’ vision was to provide the highest level of expertise in retirement plan design and compliance administration.

Polycomp’s approach is delivering personalized plan consultation and administrative services. Polycomp does not sell or recommend investments to our clients. Instead, we focus on our client’s objectives and collaborate with other experts in the fields of accounting, financial planning and investments. Our objective is to assure our clients that every opportunity is created to maximize the effectiveness and results of their plan and that they benefit from the most current knowledge and practices.

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Jan. 20, 2016

Dreams, Dollars, Deals, Documents

Speaker: Tapan Trivedi

Dec. 16th, 2015

A meeting that celebrates those in the seats. We LOVE when people break out in their investing careers. We LOVE when people bring us their deals.

  • 6:30-7:30 pm: Come early for NETWORKING
  • 7:30-9:30 pm: MAIN MEETING (including market updates, live investor profiles, a one-hour speaker presentation, and much more)
  • 9:30 pm – On: Stay after for MORE NETWORKING

Nov. 21st, 2015

What is better for cashflow ?  Singlefamily or Multifamily properties? Of course its Multifamily. Grow Your Wealth With Apartment Complexes

Speaker: Anthony Char

October 21st, 2015

Topic: Holy Cra#@$%# My flip burnt down ! Now what ? A journey through the maze of myriad happenings after a fire burns down your house.

Speakers: Rolf Escobido and Tapan Trivedi

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Sept  16th, 2015

Have you wondered where the Sacramento market is headed ? What are the various segments of the market? What about the 1800 plus units they are building all around town ?

Speakers: Mike Gobbi, Ethan Livingston and Megan Krekorian

Aug 19th, 2015

You know the old saying ? No one escapes death and taxes. The fearful IRS always planning and scheming to take your hard earned money .

Speaker: Pete Fortunato

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July 15th, 2015

Rental Agreements with Teeth!

The Eviction King Speaks:

Gary Link, Attorney

In a World of Mold, Drugs, Lead, Swimming Pools, & Professional Tenants…


Someone has to take care of the Landlords!

Gary Link is an enigma. In a world full of lawyers who entice investors to act upon their emotions (give you a hint – its because its profitable to them), Gary regularly says things like ‘Make a deal’ and ‘Possession is the name of the game’.

Gary regularly teaches for the Rental Housing Association. He is a dad, a baseball enthusiast (probable fanatic but the jury is out on that) and oh yeah – the Eviction King of Sacramento. Gary has had about 42,000 eviction cases and if you have seen this guy make a deal with your deadbeat tenant on the courthouse lobby you will be nothing short of amazed. Ask me how I know.

When I was an up and coming investor I made every mistake in the book . I made the repairs myself, got the tenants without screening and even tried to evict one myself. When that failed (I had a ‘professional’ tenant and she knew how to deflect my novice moves) I contacted Gary and he took care of her for me in under 14 days . I had been trying to get her out for 2 months …….

So today I have my property manager use Gary’s, and only Gary’s, lease (which is about 32 pages) . Yes you read that right 32 pages. When you use that lease the tenant knows you mean business. His rental agreement , is often called the ‘Lamborghini of Rental Agreements’.

Besides being a lawyer Mr.Link is also quite an author. His booklet entitled ‘How to Win in Small Claims Court’ is a must read for anyone in the real estate business.He is also the co-author of Tenant-Landlord Handbook.

This will be an excellent meeting to bring ANYONE who owns any kind of rental property or intends to purchase one. Come meet Gary at the next meeting of Sacramento’s Largest Real Estate Club!

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October Meeting:

J. Massey

Active Real Estate “Investorpreneur,” Author, Speaker, Community Leader, Devoted Father and Husband.

  • Mentors real estate investors at all levels to achieve tangible results that create cash flow across housing and business sectors
  • Provides expert guidance in wealth-creation systems using retirement plans and real estate to retirees and those saving toward a comfortable retirement
  • Has successfully executed hundreds of real estate transactions across eight states in just six years
  • International investor with a growing network of other like-minded investors; involved currently in a vacation resort village project
  • Master problem-solver who works with individuals and city officials to provide clean, safe, affordable housing
  • Commercial property investor and business investor with an eye and mind to creative acquisition strategies

J. Massey’s is a true American success story. In just six years he went from the struggle many people experience as he worked hard to provide for his family in southern California to amassing an impressive portfolio that includes over 300 units of residential and commercial properties as well as private notes and mortgages.

Through a series of life-altering events, including the serious illness of his then-pregnant wife, an accident that left J. with a punctured lung that excluded him from being able to work, and even losing and squatting in their foreclosed family home, J. learned quickly that he had to change his mindset if he wanted to survive and thrive. He immediately took action, immersing himself into intensive real estate investor training. He hasn’t looked back and has built a booming investing business, using very little of his own cash or credit.

As a part of the legacy J. wants to leave his children, he began creating a training series that is now available to others so they can learn to do what he continues to do as an investor. This ultimately lead to a book project, Cash Flow Diary: 10 Steps to CREATING WEALTH in Any Economy! and a growing number of educational opportunities for those interested in all areas of real estate investing across demographics.

J. currently functions as a landlord, private lender, real estate investing consultant, investment manager, speaker, author, mentor and community advocate.

January Goal Setting

Share your goals with the Sacramento Real Estate Club Facebook Group! Click Here to Join Us! Also we have uploaded Lisa Montanero’s handouts etc on the Meetup ( as well as  the Facebook Group site (

Apartment Investing Bootcamp

The last time we met Anthony Chara invigorated us with how to buy apartment complexes and get massive amounts of cash flow, potentially even getting out of the rat race in a single deal . This was followed by a fantastic bootcamp where 30 investors learnt how to spot, evaluate , negotiate, finance , maintain and sell apartment complexes. The pictures for the same are on the Meetup site .

Find Fund Fix Flip update

Mike Gobi ,Merton Eaton, Roxanne McCaslin  and did a fantastic job explaining the Find, Fix and Flip aspects of a deal. Merton and Roxanne ‘s presentations are now uploaded and available on the meetup site.

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