Missy Logan 
Pine Financial Group 


Saturday May 2, 2015 from 8:30 AM to 3:00 PM MDT

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PPA Events Center 
2105 Decatur Street
Denver, CO 80211

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Real Estate Investor Success Summit Spring 2015

The Market is Hot Hot Hot... Are you taking advantage?

Eight out of ten millionaires made their money in real estate according to a recent survey.  Do you know where the ultra rich make their money?  According to Forbes richest 400 poeple, real estate sits behind only technology as the best way to make a fortune.  Real Estate is the sure fire way to wealth!

Join Pine Financial Group and Your Castle Real Estate for a one of a kind event. A full day of education and networking for $10 and there will be a happy hour following the summit.  Your first drink is on us!


Please join us for another fantastic real estate education event with NO SALES PITCHES!!!  Once again we will have several speakers in breakout sessions and one great expert panel so you can choose what you will learn all day long.

We are loading up this event to be sure you go home knowing this is the best thing you could have done on a Spring Saturday.  Plus we are throwing in our special networking happy hour following the event.  We will buy you a drink just for coming to the event.

If you have joined us in the past for the Success Summit you know this is the must-attend event in town. If this is your first time, come see why! 


Here is just some of what you will learn:

  • How many rentals do you need to retire?
  • Property management for the millionaire investor
  • How to finance 100% of your new construction project
  • Never pay taxes on your gains
  • How to sell your flips for top dollar
  • Use owner finance to build a massive retirement portfolio with none of your own money

Plus get a chance to network with local expert speakers, vendors and guests that can help you accelerate your business and become the super investor you have wanted to be.  

Real Estate is the #1 Fastest and Easiest Way to wealth and has proven to be a money maker for some of the richest people in the world!!

How would you like to learn about real estate from local experts? What about how to stay motivated during difficult times? How would you like to let us buy your a drink while you mingle with the best and the brightest in the real estate investing business?  Learn from people on the ground in Colorado that are out there doing deals and making money today.  Free up your calendar on May 2, 2015 because that is exactly what you are going to get!  Pine Financial Group, Inc. and Your Castle Real Estate are teaming up to bring you a one of a kind content-rich event AGAIN!!! 

Click Here to Register For Only $1010 dola

Registration begins at 8:00 am and the action starts at 8:30.  You will hear from a handful of hand selected experts with no sales pitches, period.  We want to help you accomplish your goals.  Please understand that we make our money doing deals, not selling books and tapes.  Let us educate you and let's do some deals together.  

We continue to improve the event with prior ateendees' feedback, giving you - the investor - the most up-to-date information from professionals in your very own market. 

We have TWO motivations for taking the time and money to practically give this away: 

  1. It is important to give back to the community that has helped us become successful
  2. We want to grow our network and meet new people like you so we can do more deals

Check out what some past attendees had to say about the ISS:

"This Success Summit is an amazing opportunity to learn, network, and grow your business.  I look forward to attending every year and you should too!  Sign up now; you will be happy you did."

Aaron Lebovic: Director - Denver Board of Realtors

"It was fantastic! I was a beginning investor with only one property struggling to find the financing for my second deal. I’ve since closed 4 more deals that I wouldn’t have been able to do without Pine Financial. Also the networking opportunities have been great. Being able to discuss deals with other investors, find contractors and property managers has been crucial in allowing us to grow our investment portfolio."

Scott Eskridge: Mortgage Broker, Leader One Financial

"The Investor Success Summit was a powerful networking event for me and my company.  The educational value from the speakers was great and really opened my eyes to how I can improve and expand my business.  It was also the best networking event that I have been to in years.  Every person I spoke to, including vendors, added value to my business and I was seen as a value to theirs.  As a wholesaler, I could not have asked for a better event."

John Brokken, Investor



Check out just a few of our expert speakers and the topics they'll be presenting:

Lon Welsh

Lon Welsh is the Founder of Your Castle Real Estate.  YCRE has 240 Realtors, six offices and closed 3,200 transactions in 2014.  He is also the co-Founder of First Alliance Title.  He spends most of his time on investment and sales training.  He just finished his seventh book, Game Changers, which is about the future of the real estate industry. He also frequently gives speeches about his sixth book, The 2013 Guide to Colorado Real Estate Investing.  He has been a landlord for 15 years and owns 65 rentals.  He is currently developing 18 new townhomes in the Highlands neighborhood.  Before founding Your Castle in 2006, he spent eight years as a strategy consultant with Deloitte, then Accenture.  His has an undergraduate business degree from the University of Iowa, and an MBA from Vanderbilt.

TOPIC: How to Build Wealth With Rentals

Lon Welsh has 65 rentals and has been a Denver landlord for 15 years.  His team closed over 1,000 investor deals last year.  He’ll show you:

-              How to calculate the cash flow of a rental

-              What returns today’s investors are earning in the market

-              How to evaluate different financing options

-              How to avoid common mistakes in due diligence and neighborhood selection

-              How to find good deals in a low-inventory market

-              How to increase your cash flow after purchase

-              How to determine your target portfolio size for your retirement needs

Justin Cooper

Justin Cooper is the Northern Colorado Territory Manager for Pine Financial Group, Colorado’s premier hard money lender.  Justin has been investing since 2007 and has completed several renovations himself.  He manages his own portfolio of rentals and is in the process of acquiring several more.  Born and raised in New York, Justin came to Colorado in 1996 to attend CSU.   After graduating in 4 years, Justin entered the construction industry working for a plumbing wholesaler.  He started in the warehouse and worked his way up to managing his own store.  Justin has also spent time working for a small manufacturer’s representative in the HVAC industry before making the leap to full time investor and hard money lender.  Justin is very passionate about investing and loves to help and teach others looking to invest in real estate.

Travis Sperr

Travis Sperr became a licensed real estate agent in Colorado after earning a Bachelor's degree in Business Marketing from the University of Northern Colorado. He joined Pine Financial Group in 2009 as a Loan Officer and is now a speaker, teacher, and frequent contributor to Pine Financial Group’s monthly newsletter and blog.  He has been instrumental to Pine's growth both in Colorado and in Minnesota. Travis was fortunate enough to grow up around construction and real estate investing while working for his father’s company. He now owns and manages a $1.2 million portfolio of rental properties in the Denver-metro area. Participating in real estate investing everyday with  more than 400 transactions as a hard money lender, landlord, agent and investor, Travis has found his true passion for the business. 

Charles Roberts/Joe Massey

Charles Roberts is President and co-owner of Your Castle Real Estate, a 460 person real estate firm based in Denver, CO. He is a registered appraiser, licensed Realtor, and a former loan officer. He has invested in Denver real estate for the past 17 years, completing dozens of fix up projects along the way, and currently manages his own portfolio of properties in metro Denver. His specialty is helping investors buy cash flow properties. He is a frequent lecturer on the Denver real estate market and is quoted regularly by the Denver Post, 5280 Magazine, Money Magazine, CASA Magazine, Inman News, and the Denver Business Journal. He co-hosted a local real estate radio show and appears regularly on NBC’s 9 News, ABC’s News7, ABCs Nightline, Colorado Public Radio, Inman Real Estate Conferences, American Real Estate Media Radio, and 760 AM KKZN to help make sense of the state of Denver real estate. He co-authored the book “The Guide to Colorado Real Estate Investing.”

Joe Massey is a graduate of the Colorado School of Mines with a degree in Economics and Business. Joe has been a lender since 2002; has been recognized as a “Million Dollar Loan Officer” since 2007 and recognized by 5280 Magazine as a Five Star Mortgage Professional in 2012 - 2015. Prior to working with residential mortgages, Joe was a commercial lender, underwriter and financial analyst which prepared him for his mortgage career and taught him the specifics of how to get loans approved and how to find the best terms for the customer.  Joe now works as a Senior Loan Officer for Castle & Cooke Mortgage, a Billion Dollar mortgage lender based in Salt Lake City, Utah.  In partnership with Your Castle Real Estate and Pine Financial, Joe has closed hundreds of loans for both experienced and first-time investors and he continues to contribute to the investment community with his monthly presentations on financing options for investors. 

TOPIC: How Many Properties do you Need to Retire? 

Most active and prospective real estate investors have a rough sense of reasonable cap rates and rates of return for different types of properties. With this base of knowledge you can go the next step to what really matters - how many investment properties do I need to support my retirement goals? The answer might be fewer than you think! This class will help you figure this out by looking at different property types, and comparing and contrasting them as investments for your portfolio.

Nick Reaves

Nick Reaves is originally from Albuquerque New Mexico and graduated from The University of New Mexico with a BBA in Organizational Management with a focus in Entrepreneurial Studies.  He relocated to Denver in 2012.  Having a passion for Real Estate from a young age and helping his father flip and remodel houses, Nick has been interested in all things Real Estate and decided to pursue a career in Property Management.  This allowed him to put his passion of design, real estate, and investing to good use.  Starting with Renters Warehouse Denver in 2012, he has been instrumental in the company achieving over 110% growth year after year and now is the Director of Property Management and heads the Denver office and oversees 350+ individual properties.

TOPIC: Top 10 Tips to improve ROI on Single Family Rentals

Nick Reaves with Renters Warehouse Denver will be discussing the Top 10 commonly missed opportunities to increase your Return on Investment with Single Family Rentals and smaller Multi Family Homes (Duplexes, Triplexes, 4 units).  He will break down the best opportunities to increase cash flow.  Nick runs the Denver office of Renters Warehouse, Renters Warehouse manages 9,600+ single family homes in 13 states with over 350 homes here in the Denver market.  Learn from a Professional Landlord how he helps his clients increase cash flow and decrease headaches associated with Tenants and Rental Property.

Michael Jake

Michael Jake is Colorado Springs leading expert on residential real estate investing and a nationally sought after real estate educator.  He started investing in real estate in 2000 and in 2003 created a business of buying, selling and managing single family real estate. Michael has completed over 600 transactions in Colorado Springs as a principal and continues to buy 5-10 houses per month without going to banks or using traditional lending.

Michael also coaches and mentors a small group of local investors along the Colorado Front Range to learn the ins and outs of financial freedom from buying, selling and holding residential real estate ( .  Currently Michael & Lori Jake’s  company Swift Results, Inc. and its subsidiaries controls over 27+ million in real estate assets, all done part time using the systems he’s created along the way.

Tracey Wilson

For the most recent 5 years Mr. Wilson has been the Senior Consultant and Managing Director of Business Development helping facilitate tax-deferred like-kind IRC Section 1031 Exchanges. He is a Certified Instructor with the State of Colorado Real Estate Division, and has been an adjunct faculty member of Regis University teaching accounting, finance, economics, and statistics. He also is approved by the Colorado Bar Association to provide CLE credit for attorneys. Most recently Tracey has been invited to do classes Nationwide for RE/MAX Corporate and RE/MAX International to deliver his powerful and entertaining class “Barstool Economics.”  Tracey maintains the CES (Certified Exchange Specialist) designation and is a Vice President at IPX 1031 Exchange Services, Inc. which is the nation’s largest Qualified Intermediary. 

He has a BS in Finance and Engineering, an MBA in Finance, and is currently working on his MS in Accounting. 

TOPIC: 1031 Exchange Essentials    

- Think You Know All About Exchanges?   Boring Topic?   Not This Class!   

- New Capital Gains tax rates including 3.8% Surtax

- Surprise!  There’s more than just one tax:  How to calculate the gain and the pain of taxes on your real estate investment.

- Reverse exchanges

- Six Rules of doing a 1031 Exchange

- Owner Carry Notes & 1031’s

- New Rules for Vacation Homes

- Exit Strategies, or “How to get out of the 1031 game, tax free!”

- NEW TOPIC: Tax Reform – Congress eliminating 1031’s??

Tracey Wilson has over 13 years of investment banking experience with Credit Suisse First Boston in New York and Zurich, and later with Merrill Lynch in New York, Denver, and Hong Kong. 

Patty Rhodes

Patty Rhodes is a designer, investor, and Your Castle Real Estate Broker with a focus on purchasing investment properties, renovating/rebuilding them, and then reselling or renting them to maximize profit.  For the past 25 years; it has been her mission to create beautiful spaces that sell and rent for more while managing the budget.  

TOPIC: Home Designs for Investors:  Buy, Renovate/Build & Sell/Rent for more

This class is for people who want to create a design plan that adds value.

The class will cover:

-          Neighborhood styles

-          Types of renovations – straight flip, additions, pop-tops, new construction, and multi-units

-          Know your buyers/renters

-          Floor Plan Renovations that work today

-          Current Trends – renovations that sell/rent quickly and for the highest price/cashflow

Panel of Experts

This year's panel is loaded with a rental property management company, several attorneys and real life landlords.  Get real advice that works in the real world.  

Just one idea from one speaker or one attendee can make you $30,000 or more this year!

By giving up $10 and one little Saturday you can change your financial life forever.  Imagine this:

  • No need to worry about living pay check to pay check
  • Have a cushion of money in your bank account to fall back on
  • No more answering to a boss and showing up to work on time
  • No more stress about driving in traffic
  • Go where you want when you want
  • Live FREE!!!

Life is good when you are on top and we can help you get there. 

It is time to take control of you financial life.  It is so simple and it starts with this event.  There is no better value on real estate education PERIOD.  We talk to people all the time that have spent $20,000 to $30,000 to learn less than half of what they will learn at this event.  This type of event normally sells for $1,000 to $2,000 but you wont pay near that.   We make NO money from this so we just need to raise enough to cover our costs.  

Learn from and network with top local experts for just $10!!!!!

Here is our promise to you.  If you dont think this is the absolute best real estate event in Denver we will give you 100% of you money back no questions asks.  That means you get the entire day of eduction and networking with no sales pitches FREE.  There is NO RISK to attend and everything to gain.

Did we mention the Happy Hour?