Seminar Descriptions
Welcome to the seminar series presented by the Synergy Real Estate Team. We focus on education as one of the main tools to help you build your real estate portfolio. Our seminars cover all levels of experience, from the first time investor to the seasoned investor looking to cash out his portfolio. Each seminar is designed to complement the other seminars without a lot of redundant information. As you choose the courses that interest you, you can see the recommend prerequisite classes as well as general investor experience with each course description. Register today for the seminars that will help build wealth through investment real estate!
From Baltic Avenue to Park Place - How to Become a Real Estate Investor
This comprehensive 3 hour seminar covers everything you need to know to start investing in real estate and building a real estate investment portfolio. Topics include determining your investment criteria, the various financing options available to investors, what to consider when choosing a property, and how to perform a "cash flow" analysis. We also cover insuring your property, property management, and selling investment properties. If you've always wanted to invest in real estate but weren't sure how to get started, this seminar is for you!Prerequisites: None
Experience: None
1031 Exchange and Tenants in Common (TIC)
Learn about deferring taxes on the transfer of your investment properties using a 1031 Exchange. This seminar will also introduce you to Tenants-in-Common (TIC) property ownership, which is a form of real estate ownership in which two or more persons have an undivided, fractional interest in real property. Benefits include access to higher grade properties, relief of management hassles, and diversification. Instructed by Heather Womack, TIC and 1031 Exchange Specialist.Prerequisites: None
Experience: None
Cash Flow Clinic
This hand's on workshop will give you access to one of our team's property analysis tools! It will begin with a quick introduction to the concept of creating wealth and achieving your financial goals through investing in real estate. We then dive heavily into the Terms portion of our wealth building model as this is a "hands-on" look at how to analyze an investment property and determine if it fits your criteria. We'll go over cash flow ratios and terminology, and give you an opportunity to familiarize yourself with the figures. Using case studies, you will have an opportunity to "crunch the numbers" by utilizing our proprietary "Cash Flow Analysis Worksheet" - - - a snapshot of anticipated property performance based on "known" factors. This is one of client's favorite seminars with lots of positive feedback!Laptop with Microsoft Excel recommended but not required.
Prerequisites: Legacy Wealth Building through Investment Real Estate
Experience: Beginner to Intermediate
Financing Seminar
This seminar highlights the current differences in financing options available to the real estate investor. This seminar hits heavily on the Terms portion of our wealth building model, specifically the loans appropriate for various investments. Our Strategic Mortgage Partners keep an eye on the market for new loan products that will help investors meet their financial goals with their real estate investments. This seminar will talk about the loan process, from the application process through the closing. This seminar is presented by one of our Strategic loan officers.Prerequisites: Legacy Wealth Building through Investment Real Estate
Experience: Beginner to Advance
First Time Homebuyers Seminar
Are You Prepared to Head Down the Road to Home Ownership?This course will give you an overview of the steps that you need to take to be ready to buy a new home. We will cover the Pros and Cons of buying, what the hidden costs of home ownership are, as well as what the Do’s & Don’ts are for the home buying process. The course material is provided by the National Association of Mortgage Brokers. All attendees will be able to receive a free copy of their credit report. The course is taught by Craig Anderson of Northwest Mortgage Company and member of the Minnesota Association of Mortgage Brokers.
Prerequisites: None
Experience: None
How to Buy Real Estate in your Retirement Plan
Learn how to diversify your retirement portfolio with non-typical assets that can grow tax deferred and tax free.Prerequisites: None
Experience: Beginner to Advance
How to Buy Short Sales and Pre-foreclosures
"Short sale" and pre-foreclosed properties can often be purchased below market value, providing an excellent opportunity for real estate investors. In this seminar you'll learn about the cycle of real estate, the short sale/pre-foreclosure process, listing a short sale/pre-foreclosure, buying a short sale/pre-foreclosure property, investment versus owner occupy, and equity builder versus turn-key properties. A tour of pre-foreclosure properties will follow the seminar.Prerequisites: none
Experience: none
Legacy Wealth Building Through Investment Real Estate
An introduction to creating wealth and achieving your financial goals through investing in real estate. You will meet members of Synergy Real Estate. You will discover what makes us different from the other real estate investment groups and we will provide an overview of our wealth building model. We will speak on the Terms, Criteria and Network of real estate investing. Your Criteria identifies potential investments, your Terms determine the good investments, and your Network supports your investments. In addition we’ll show you some samples of past successes and some current investment opportunities to consider for your portfolio. This seminar is great for the first time investor.Prerequisites: None
Experience: None
New Construction Investment Strategies
There are many advantages to investing in new construction versus existing homes. In this seminar you'll learn about the features and benefits of investing in new construction which include builder warranties, discounts and incentives, lease options, and pre-construction pricing. We'll also cover cash flow potentials and provide an overview of new construction developments offered exclusively through Synergy Real Estate Team.Prerequisites: None
Experience: None
Tax Strategies for Investment Real Estate
This is a great seminar for real estate investors of all levels – especially with tax season approaching! This seminar will provide tax advice and strategies, as well as some unique strategies that will surprise some investors! Falling under the Network portion of our wealth building strategy, our Strategic Accounting Partners will be hosting this seminar. You are sure to take away a few important tax tips and reduce your taxable income this year!Prerequisites: None
Experience: Beginner to Advance