Join us as a panel of three local investors discuss investing out of state. Many people have found success by not investing in their backyard. Our panel is no exception and they have varied backgrounds and experience.
Find out why they have chosen to invest out of state. How they got started. Learn about challenges that have arisen and how they overcame them. They will share their tips and tricks on how to succeed.
Kapil Mishra - Panelist
Kapil is a Director at Santander Bank where he helps manage & optimize its balance sheet with an aim to improve margins, profitability and reduce risk where appropriate. Portfolios within the balance sheet include $15+ billion in multifamily and real estate mortgage loans. He has experience with predictive model development, private equity investments and financial consulting and is an Accredited multifamily investor focused on B and C class assets.
Catherine West – Panelist
Catherine is the Director of Community Relations and Social Health Programs at Steward Health Care Network. With over 15 years of experience in health care and real estate, Catherine is deeply committed to equitable community development. She is a proven leader, with experience in the non-profit, philanthropic, research, business, and government sectors. She is the Founder and CEO of 43 West Properties (http://www.43westproperties.com), has co-founded two non-profits, and is an investor and licensed real estate agent.
David Gerber - Panelist
With more than 25 years experience in financial services, David was constantly surprised how many clients and colleagues limited their portfolios to stocks, bonds, and cash. Too many failed to diversify sufficiently into direct real estate. For good reason! Even passive investments require a lot of upfront due diligence, even if you can access deals. David founded Cove Investments (http://www.coveinvestments.com) to help individual investors access direct, passive real estate opportunities, with taxable funds or in their retirement accounts!
Matt Picheny - Moderator
Matt is the managing partner at MJP Property Group (http://www.mjppg.com). He is a real estate investor, owner & operator who has been involved in single family, multifamily & vacation rentals for over 13 years. Matt has experience in property valuation, acquisition, new construction, rehab projects, property leasing, management, financing and is a Fannie Mae approved buyer. With an investment portfolio of over 1,350 units, he is primarily focused on acquiring and repositioning multifamily communities.
With that being said, mark your calendars and be there to network, connect, learn and engage.
The event is only $10 and that covers your first drink (we don't earn anything, it just covers the cost of the venue)! Street parking is free after 6:00 pm
Your Network = Your Net Worth!
See you there!
Eric Bowlin, Darina Pogodina & Matt Picheny