real estate workshops

We are available for networking events, investor groups, non-profit, educational, and broker trainings.
Continuing education credits may be available.

Succession Planning for Estates & Heirs

Real estate assets are frequently passed from one generation to the next. Estate planning can be complex and heirs are often unsure about next steps: Hold? Manage? Sell? Refinance? Join us as we discuss succession and estate planning options with experienced legal & tax professionals specializing in real estate.

Food and beverages provided.

Annual Legal & Regulatory Update

Join us as we discuss current and proposed changes to the regulatory environment affecting real estate investors. 

Food and beverages provided.

Creating Partnerships and Syndicating Investment Groups

Understand basic structures of partnerships and other investment groups. Topics include legal structure, capital stacking, financing options, and much more.

Food and beverages provided.

Annual Financial Markets Update

Learn about the latest financing options and lending market conditions with both regional and national lenders. 

Food and beverages provided.

1031 Exchanges and Other Options

Deferring capital gains tax liability is a driving force in the strategy of most real estate investors, and can be a major hurdle in exiting the market. Join us to learn more about various strategies for managing the effects of capital gains and other options available to investors.

Food and beverages provided.

Optimizing Value and Preparing Properties for Sale

Join us as we discuss various strategies to maximize the value of your real estate prior to putting it on the market. Topics include increasing income & expenses, financing, and marketing strategies.

Food and beverages provided.

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Contact

Trevor T. Calton, MBA

Licensed Commercial Real Estate Investment Advisor

Professor of Real Estate Finance