Leveraging Buy & Hold Investments to Meet Your Retirement Goals

Back to Events
Saturday, February 6, 2021
9:00 AM - 1:00 PM (MST)

Event Details

Leveraging Buy & Hold Investments To Meet Your Retirement Goals

Real estate investing is about more than turning a quick profit. We know it’s really about the opportunity to invest in your child’s future education or the pursuit of a retirement dream that’s finally within reach. At Atlas and New Direction Trust, we teach the buy and hold method because we believe it solves two major problems. It reduces your risk and can protect you from paying 40 percent-plus in taxes. We are here to teach you how to use real estate as a tool to build real long-term wealth.

In this half-day virtual workshop, the experts share all. They will walk attendees through their entire process step-by-step. Attendees will learn how to leverage an IRA account, how to find a deal that meets their individual goals and what red flags to look for from the property management perspective. We’ll talk through the numbers from a recent case study in the Denver market and take questions from the audience in this interactive workshop. We hope you will join us and look forward to your questions.

9:00 AM | Intro to Investing: Real Estate vs. the Stock Market

Are you looking to invest? In this session, the experts at Atlas Real Estate and New Direction Trust will cover the pros and cons of the stock market vs. real estate as a long-term investment strategy.

  • Speakers:
    • Troy Miller, ICOR
    • Chris Tanner, New Direction Trust
    • Mike Murphy, Atlas Real Estate

  • In this session you will learn:
    • The pros and cons of investing in real estate and the stock market
    • How to invest in retirement funds
    • When retirement investing in real estate makes sense and when it does not
    • The basics of investing in an IRA
    • Why we focus on long term rentals’ to what you will learn section

10:00 AM | How to find an investment that fits your goals

Lisa Schoen and Jenn Reinhardt are experts at sourcing the right deals for their clients. Learn what factors they look for, how to run the numbers, and walk through a real-life example from our local Denver market.

  • Speakers:
    • Lisa Schoen, Atlas Real Estate
    • Jenn Reinhardt, Atlas Real Estate
  • In this session, you will learn:
    • Why it’s important to set goals and plan for your end game
    • The factors we look for in an investment property

 

10:30 AM | Buying within your IRA

  • Speakers:
    • Mike Murphy, Atlas Real Estate
    • Chris Tanner, New Direction Trust
  • In this session, you will learn:
    • Insights from a real-life case study from the Denver market

11:00 AM | Property Management 101

Learn how to view potential investment properties through the eyes of a property manager. Nick Mertens and Cory Rasmussen will discuss the red flags to look for and how to protect yourself against vacancy from the start.

  • Speakers:
    • Nick Mertens, Atlas Real Estate
    • Cory Rasmussen, Atlas Real Estate
  • In this session, you will learn:
    • What are some red flags to look for before the deal is closed?
    • How to determine the rent price
    • How to avoid vacancy

 

12:00 PM | Expert Roundtable: Rapid Fire Q&A

This is your chance to have your questions answers by a panel of experts.

  •  Speakers:
    • Moderator: Troy Miller, ICOR
    • Panel:
      • Chris Tanner, New Direction Trust
      • Mike Murphy, Atlas Real Estate
      • Nick Mertens, Atlas Real Estate
      • Lisa Schoen, Atlas Real Estate

For More Information:

Troy Miller
Troy Miller
Executive Director | ICOR (970)682-4267
Individual Member

Our Presenters


 

Chris Tanner, Business Development Manager at New Direction Trust

Chris has assisted hundreds of clients with their self-directed retirement plans. He personally utilizes self-directed retirement funds to invest in long term rentals, tax liens, and private loans.


Lisa Schoen, Investment Specialist at Atlas Real Estate

Lisa helps new investors learn how to get started and helps them find the right property that will both appreciate and provide cash flow.


Jennifer Reinhardt, Investment Specialist at Atlas Real Estate

A real estate broker for over 17 years, Jennifer specializes in finding affordable homes at closeout prices. Working with a wide range of investors she is experienced in buying and selling HUD homes, short sales and foreclosures. Pairing the correct property with each person or family is her number one goal.

Corry Rasmussen, Business Development, Property Management at Atlas Real Estate

Cory helps investors to limit their stress and make the most of their time by taking care of their property management needs.


Mike Hills, Vice President of Brokerage at Atlas Real Estate

Mike joined the Atlas team in 2013, today he leads a rapidly growing team of approximately 24 employees. Mike is passionate about both disrupting the traditional brokerage model and leading by example. He personally owns more than 50 units including a condo, townhouse, single-family homes, duplexes, quad-plexes, an apartment, and a trailer park. The motto is simple: good for you, good for me, good for everything. In 2015 he started “Real Estate Investment Hour” a free weekly event series where he and his team teach aspiring investors how they can get started with a buy-and-hold strategy. The goal is simple: to help people identify and achieve their financial goals through real estate.