Denver Real Estate Lunch and Learns

Most investors have money they forgot they could use.

An old 401(k) from a job you left. An IRA sitting in index funds since 2019. A Roth you opened and never touched. That money can buy a house, fund a note, or back an earnest money deposit, and most people never find out.

The second half of the day matters even more. Every person in your network with a retirement account is a possible lender. Learning how that works is how you stop competing for the same bank money as everybody else.

Friday, September 11. 11:00 AM to 4:00 PM. 5975 S Quebec St, Suite 275, Centennial. No cost to attend, registration required. Food at 11:00 when doors open, plus a break at noon.

WHO IS TEACHING

Daniel Tercey, Manager of Affiliates and Business Development at Directed IRA, the custodian that actually holds these accounts.

Nate Hare, CISP, RMLO, Vice President of Sales and Strategic Relationships at Directed IRA.

Ed Peugh, an investor out of the Charlotte metro running short term and long term rentals, multifamily, flips, wholesale, and creative deals since 2005.

THE DAY

11:00, doors, food, and IRA basics. Traditional, Roth, Solo 401(k), SEP, HSA, and Coverdell. What buying an alternative asset actually looks like, and how to open an account.

12:00, break.

12:30, private money lending inside an IRA. When, why, who, and how to structure a note.

1:30, creative financing applied. How to get money and how to use it, with real deals.

2:30, working Q&A.

3:00, live deal workshop. All three on stage with real numbers.

4:00, happy hour, open to the public and listed separately.

BRING A DEAL

The 3:00 session works better with something real in the room. Bring one you are looking at, or one you passed on and still think about.

THE THING PEOPLE GET WRONG

"My account is too small for this." Daniel has an example of a $500 earnest money deposit that turned into $125,000 by picking up an option and finding a buyer. Small accounts are the ones that gain the most from knowing the rules.

Why a Friday: the people who can get away midweek are usually self employed or recently out of a job, which is exactly who has a rollover sitting idle.

Register: https://events.coloradorecon.com/91126-ira-investing

RSVP here so your group knows you are coming, then register at the link above. The link is what reserves your seat.

Colorado RE•CON produces this event with Directed IRA, a tradename of Directed Trust Company and a passive custodian. Nothing presented is investment, tax, or legal advice.

Come for the room, not a pitch.

Colorado RE•CON and Directed IRA close a full day of teaching with an open happy hour, and everyone is welcome whether you sat through the workshop or not.

Friday, September 11, starting at 4:00 PM. 5975 S Quebec St, Suite 275, Centennial. No cost. Registering helps us count chairs and drinks.

WHO IS IN THE ROOM

Colorado investors who spent the day on lending and creative financing inside retirement accounts, plus the three people who taught it. Daniel Tercey and Nate Hare of Directed IRA, and investor Ed Peugh out of the Charlotte metro.

If you have a deal that needs funding, or money sitting in an old retirement account, this is a cheap hour to learn what is possible. Ask the custodian directly. That conversation normally costs a scheduled call and a week of waiting.

Drinks are on Directed IRA.

WORTH KNOWING

The workshop runs 11:00 to 4:00 the same day at the same address, also with no cost to attend. If the topic interests you, take the whole day. It is listed separately.

Register: https://events.coloradorecon.com/91126-ira-investing

RSVP here so your group knows you are coming, then register at the link above. The link is what reserves your seat.

Colorado RE•CON produces this event with Directed IRA, a tradename of Directed Trust Company.

Two nights this fall. This is the first one.

Colorado changed the rules on rental owners again, and the bill for guessing keeps going up. Part I covers the two risks hitting hardest right now: what the market is actually doing, and where you are legally exposed.

Thursday, September 24. Doors at 5:00, program 5:15 to 9:15. PPA Event Center, 2105 Decatur St, Denver. Food is served, not a snack table, because the night runs straight through dinner.

WHAT THE NIGHT COVERS

"What Passed, What Died, and What's Coming Back." A legislative townhall with questions from the floor. William Mutch is the Colorado Housing Coalition's Capitol lobbyist and a former Chief of Staff of the Colorado Senate. Samantha Santee is the Coalition's lobbyist liaison chair.

Where Colorado rental owners are legally exposed right now, with Eric Nesbitt. Thirty plus years of real estate law and his own Denver firm. Clients have included Wells Fargo, the FDIC, and the City and County of Denver.

The gaps in your rental policy, with Eve Valencia. Most owners find those gaps during a claim. That is the expensive way to find them.

Does it still pencil? A straight read on Colorado rentals from Mike Hills and Jennifer Reinhardt of Atlas Real Estate.

Why Colorado is still good for independent rental owners, with Troy Miller and the panel.

WHO IT IS FOR

Owners of one to twenty units who run them without a compliance department behind them. If you have ever read a new statute and thought "fine, but what does that mean for me on Monday," this is built for you.

HOW THE EVENING WORKS

The first hour is food, conversation, and the marketplace. Speakers stay for it. The whole point is that you can put your own situation in front of the attorney or the lobbyist instead of hearing a general answer from a stage.

Nothing is recorded. No replay, no livestream. People say the useful version out loud when it is not being taped.

Part II is Tuesday, October 20, on operations and technology. One ticket covers both nights.

Reserve a seat: https://events.coloradorecon.com/fall2026

Early Bird pricing runs through August 31. Interim pricing September 1 through 21. Regular pricing starts September 22.

RSVP here so your group knows you are coming, then register at the link above. The link is what reserves your seat.

Two nights this fall. This is the second one.

You can still be small. You cannot still be casual. That is the whole argument of Part II.

Tuesday, October 20. Doors at 5:00, program 5:15 to 9:15. PPA Event Center, 2105 Decatur St, Denver. Food is served, not a snack table.

WHAT THE NIGHT COVERS

Everything that changed about rentals since 2018, and what it costs an owner still running 2018 systems.

Updated lease standards, and what belongs in yours now.

Fraud risk and how to cut it. Application fraud and payment fraud are hitting independent owners hard, mostly because nobody is checking.

The application and screening process, rebuilt for the rules as they exist today.

The changing landscape of property management in Colorado.

AI and technology when you own six doors, not six hundred. Filtered by owners who have actually paid for the tools and can tell you which ones were worth it.

Best and final words on running the place well.

WHO IT IS FOR

Owners of one to twenty units who self manage, or want to. Also anyone who has read a property management proposal this year and could not tell what they were paying for.

HOW THE EVENING WORKS

The first hour is food, conversation, and the marketplace. Speakers stay for it. Bring the actual problem from your own portfolio, not a general question.

Nothing is recorded.

Part I is Thursday, September 24, on market and legal risk. One ticket covers both nights.

Reserve a seat: https://events.coloradorecon.com/fall2026

Early Bird pricing runs through August 31. Interim pricing September 1 through 21. Regular pricing starts September 22.

RSVP here so your group knows you are coming, then register at the link above. The link is what reserves your seat.