OC Real Estate Investing

REI Business Setup: LLC, Taxes & Bookkeeping (Done Right)

Wed, Jul 15 · 5:00 PM PDT

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Online

Online

8PM EST 7PM CST 5 PM PST

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This session is your “foundation pour” for REI. We’ll walk through how to structure your business so it’s easier to operate, easier to finance, and harder to attack (lawsuits, audits, partner disputes, and costly tax mistakes).
Most real estate investors don’t lose money because the deal was bad — they lose money because the business behind the deal is messy. Wrong entity, sloppy bookkeeping, mixed personal and business funds, no tax plan, and no clean paper trail when a lender, CPA, or partner asks for it.

### What we’ll cover

• LLC & entity setup (the practical version): when an LLC helps, what it does not protect you from, and common setup mistakes investors make
• Taxes for real estate investors: basic tax buckets (active vs passive concepts), planning for quarterly payments, and how to avoid surprise tax bills
• Bookkeeping that doesn’t suck: a simple chart-of-accounts approach for REI, what you must track for flips vs rentals, and how to keep records lender/CPA-ready
• Banking & separation: how to stop mixing funds, why that matters, and how it impacts liability protection and deductions
• Systems & workflows: what to do monthly, quarterly, and yearly so you stay clean without spending your life in spreadsheets

### Who this is for

• New investors setting up their business the first time
• Active investors who know their books are messy and want to fix it
• Anyone planning to raise money, get loans, scale a rental portfolio, or partner with others

### What you’ll leave with

A clear setup checklist, a clean “money flow” structure, and a realistic plan to keep your taxes and bookkeeping under control as you grow.

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Are You Fundable?

Sat, Jul 18 · 8:00 AM PDT

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Online

Online

SPECIAL SATURDAY WORKSHOP

11 AM EST 10 AM CST 8 AM PST

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Real estate investors love talking about deals, cash flow, flips, rentals, BRRRR, and private money. But none of it matters if you are not fundable.
In this workshop, we are bringing in a loan broker to break down the different types of lending products available to real estate investors and answer the real question behind each one:

Are you fundable?
This is not a hype session about “easy money.” This is a practical breakdown of how lenders look at investors, what loan products may fit different strategies, and what can stop you from getting approved.
We’ll cover funding options for new and experienced investors, including products used for rentals, flips, business-purpose loans, DSCR loans, conventional financing, hard money, private money, portfolio loans, and more.

You’ll learn what lenders are looking for, what documents and qualifications matter, how credit and income impact your options, and how to think about your funding path before you waste time chasing deals you cannot finance.
If you are serious about real estate investing, you need to know where you stand before you make offers.

## What We’ll Cover: Product-by-Product

### Conventional Investor Loans

Are you fundable based on income, credit, debt-to-income ratio, reserves, and tax returns?

### DSCR Loans

Are you fundable based on the property’s income instead of your personal income?

### Hard Money Loans

Are you fundable based on the deal, your experience, down payment, and exit strategy?

### Private Money

Are you fundable based on trust, credibility, deal structure, and your ability to explain the opportunity?

### Portfolio Loans

Are you fundable as someone building long-term rental holdings?

### Business Credit / Investor Credit Products

Are you fundable as a business owner, or are you still trying to borrow like a consumer?

## Who This Event Is For

This event is for:

• New investors trying to understand their lending options
• Rental investors looking at DSCR or portfolio loans
• Fix and flip investors who need hard money or private money
• Investors who have been told “no” and want to understand why
• Investors who want to get fundable before they start making offers
• Anyone serious about building a real estate investing business

## Who This Is Not For

• This is not for people looking for magic funding, fake credit hacks, or no-money-down fantasy talk.
• If you want the truth about what lenders actually look for, this event is for you.

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Creative Financing Through Joint Ventures: How to Find Partners

Mon, Jul 20 · 5:00 PM PDT

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Online

Online

MONDAY 8PM EST 7PM CST 5PM PST

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You do not always need more money, more experience, or more time.
Sometimes you need the right partner.
A strong joint venture can bring together the deal, capital, credit, construction experience, relationships, and management needed to move an opportunity forward. A poorly structured partnership can create confusion, conflict, and expensive mistakes.
In this event, we will break down how real estate investors find potential joint venture partners and structure deals where responsibilities, risks, and profits are clearly defined.
You will learn:

• Where to find credible joint venture partners
• What each partner can contribute to a deal
• How to divide roles and decision-making authority
• How equity and profits may be divided
• The difference between debt, equity, and active partnerships
• How to evaluate a potential partner before doing business together
• What should be discussed before signing an agreement
• How to plan for overruns, delays, disputes, and unexpected expenses
• Why the operating agreement matters more than the handshake
• How to create a clear exit strategy before the deal begins

We will review common joint venture structures involving deal finders, capital partners, experienced operators, contractors, agents, and project managers.
This is not about finding someone to rescue a bad deal. It is about combining the right people, resources, and experience to create a stronger opportunity.
You should leave with a practical framework for identifying potential partners, presenting a deal professionally, and creating a structure everyone understands before money changes hands.

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Why Real Estate Investors Should Become Licensed Agents (And When Not To)

Wed, Jul 22 · 5:00 PM PDT

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Online

Online

WEDNESDAY 5PM PST 7PM CST 8 PM EST

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Most investors leave money, control, and deal flow on the table by staying unlicensed. This session breaks down the real-world pros and cons
Should a real estate investor get a real estate license? Sometimes it’s a massive advantage… and sometimes it can complicate your business if you don’t know what you’re walking into.
In this training, we’ll cut through the “agents vs investors” drama and focus on one thing: what makes you more money and gives you more leverage.
You’ll learn:

• When being licensed helps investors win (better access, better data, better terms, better deal flow)
• How investors use a license to create extra profit centers (commissions, referrals, listings, buyer rep, property management pathways)
• The truth about MLS access, pocket listings, and being first to the good deals
• How licensing impacts wholesaling, double-closing, assignments, and disclosures
• What brokerages don’t tell you: fees, splits, compliance, and time requirements
• When it’s smarter to partner with an agent instead of becoming one
• A simple decision framework: licensed vs partnered vs hybrid model

You’ll walk out knowing whether licensing fits your goals—and if it does, the cleanest path to do it without slowing down your investing.

See You There

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