Investor Source Cle

April 6th miniseries: Cash flow is king!

We were able to secure some of the best in the multi-family space for our next event. Our guest host will be Investor Source CLE's own Erin Thomas. She will discuss how she builds up the commercial arm of KW's EZ Sales, what is different between a traditional realtor and what she offers, how to assess deals, and all things multi-family.

Thank you for our hosts: Icon Co-Work, Walk your plans

Our panelists include:

Christopher J. Litzler: is Senior Vice President of Capital Markets for Marcus & Millichap Capital Corporation. Before joining MMCC, Chris spent three years at Pinnacle Financial Group. Formed in 1990, Pinnacle Financial Group grew into one of the largest independently owned mortgage banking companies in the Midwest before being strategically acquired by MMCC in 2018. During his eight years in the mortgage banking industry, Chris has arranged over $1 billion in financing across the country. His historical production includes numerous loans closed in the five major asset types (multi-family, retail, office, industrial, and hotels) and other non-traditional asset classes like luxury condominiums, mixed-use, self-storage, mobile home parks, and other special purpose assets. Chris has successfully arranged over 250 capital placements with over 50 lenders including banks, credit unions, CTL, CMBS, debt funds, Fannie Mae, Freddie Mac (SBL and Conventional), life insurance companies, and pension funds. In 2019 Chris was recognized as the “Cleveland Office Breakout Agent” and “Marcus and Millichap Top First-Year Achiever in Financing” with total 2019 production ranked in the top 10 of MMCC nationally.
Chris maintains a Co-GP and/or preferred equity interest in over $200 million of commercial real estate. The portfolio encompasses over 1,400 apartment units in Florida, Georgia, Louisiana, Texas, and Ohio, over 100,000 square feet of medical office space in Ohio, Maryland, and New Jersey, and a Class-A self-storage facility in western New York. In Northeast Ohio, Chris is a general partner in over 300 market-rate apartment units. These investments include stabilized projects, ground-up construction, and adaptive reuse.
Chris received a B.A. in Finance Economics from Ohio Wesleyan University, where he graduated Summa Cum Laude.

Paul Vincent ESQ: Paul is a licensed attorney in the state of Ohio with extensive experience helping entrepreneurs. He takes pride in creatively solving problems and advising clients as they deal in real estate, run businesses, and make their estate plans, among his other practice areas. Paul enjoys building relationships and connecting people, and this team-building perspective has benefitted both him and his clients in countless ways.
In addition to Paul’s legal background, he’s running a Fund with his brother, Adam, called Sidekick Capital that helps deals get closed with seller carry capital, earnest money deposit funds, and money for double-closings. He’s an owner of 165 units in Illinois with partners through syndication and has helped close half a billion dollars of syndications for business and real estate sales transactions

MAJOR THANKS TO OUR SPONSORS: Fund That Flip, Pathway Title, Front Line Home Inspections, SecuRealestate, Plank Road Tavern, TourDSpace, Reshape Social
ABOUT INVESTOR SOURCE: In our group: we brought wholesaling, added lending, sprinkled in multi-family investment strategies, and traditional 1-4 unit real estate experience and put it all under 1 umbrella.
Our idea: Add an incredible amount of experience (collectively north of 7000+ transactions)and massive value to everyone that attends. We have a series of guest speakers coming in to discuss varying levels of investment strategies. Many will discuss their failures with equal parts to their successes.
How do you assess deals? What makes a flip/hold strategy work? Where do I get the money? Where do I find the properties? What benefits of wholesale vs retail? How do I keep the money in my pocket? What are tax strategies? What's non-recourse vs recourse? Can I invest in real estate with no tax returns? Cap rates/NOI... how to raise capital, partnership structures for multi-family, tax strategies, cash flow analysis... Anything and everything related to deal structure. From flips to 1-4 units... From how you can go from 1 to 650 units. Bridge financing options, short-term notes, ground-up financing for investment properties, hard money, and how it works... There has never been a group comprised of this much information for you to learn from.

The end goal: EDUCATE! We want all those who attend to come out of each of our sessions ready to take on the world. This will be the event of all events.

Sponsorship opportunities are available.
LIMITED SPACE SO PLEASE RSVP

Format style:
30 minutes interview style (don't worry we have ADHD too!)
30 minutes deal presentation (investors send deals to present: investorsourcecle@gmail.com)
1-hour networking