Orange County Real Estate Investor Networking

(No cost, no pitch) Forming new relationships and networking may be the most important aspect of success in real estate. Furthermore, learning from the real-life success and failure of other investors is invaluable. This is a perfect place to learn, grow, and network!!
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The connections that perfectly complement you are out there. If you have not found them yet, you aren't looking hard enough. No successful investor will tell you that it is easy, but they will tell you that most could achieve success with hard work and perseverance. Don't give up!
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David Silverman – Commercial Insurance Advisor
Most real estate investors don’t have an insurance problem—they have a strategy problem.
David Silverman works with multifamily owners who are done accepting rising premiums, restrictive terms, and last-minute surprises as “just part of the business.” He helps them take back control.
One of the biggest issues he sees? Many property managers are still relying on the same legacy brokers—delivering the same results, at the last minute, year after year. No strategy. No leverage. No real advocacy.
In a market where carriers are tightening, losses are increasing, and lenders are demanding more, David’s approach is different: insurance should protect cash flow, not disrupt it.
He goes beyond quoting policies—he dissects programs, uncovers hidden exposures, and rebuilds coverage to align with how investors actually operate. Then he leverages the marketplace to negotiate terms most brokers never uncover.
The result? Stronger protection, fewer surprises, and more predictable portfolio performance.
David doesn’t just place insurance—he gives investors an edge.

Agenda:
6:00 pm Pre-Networking (Please order some food or drink)
6:30 pm Introductions
7:00 pm Speaker Information
8:00-9:00 pm Networking

(No cost, no pitch) Forming new relationships and networking may be the most important aspect of success in real estate. Furthermore, learning from the real-life success and failure of other investors is invaluable. This is a perfect place to learn, grow, and network!!
***
The connections that perfectly complement you are out there. If you have not found them yet, you aren't looking hard enough. No successful investor will tell you that it is easy, but they will tell you that most could achieve success with hard work and perseverance. Don't give up!
***
At this event, Patrick Schwerdtfeger (DRE #01424896) will share his passive lead-generation strategy: targeted Facebook ads that flow directly into his Go High Level CRM, triggering an automated 6-month nurturing sequence that includes 27 educational emails (and SMS messages too) designed to build rapport and trust.
A former business futurist and keynote speaker with 17 years of experience, Patrick has spoken at 300+ conferences in 26 countries, lectured at Stanford and Purdue, and appeared regularly on Bloomberg TV. Author of six books on technology trends and digital marketing, he now brings that expertise to real estate using intelligent, efficient, and relationship-focused systems.

Agenda:
6:00 pm Pre-Networking (Please order some food or drink)
6:30 pm Introductions
7:00 pm Speaker Information
8:00-9:00 pm Networking

(No cost, no pitch) Forming new relationships and networking may be the most important aspect of success in real estate. Furthermore, learning from the real-life success and failure of other investors is invaluable. This is a perfect place to learn, grow, and network!!
***
The connections that perfectly complement you are out there. If you have not found them yet, you aren't looking hard enough. No successful investor will tell you that it is easy, but they will tell you that most could achieve success with hard work and perseverance. Don't give up!
***
Cost Segregation:

• What it is
• Why we want it
• Why we need it
• What a real world cost segregation assessment looks like
• The output
• Audit readiness

Speakers: James Gibson PhD and Matthew Warren CPA are part of the Mountains to Sea Tax family of companies. They specialize in helping businesses, individuals and real estate investors capitalize on available tax strategies and operate their business with transparency and efficiency. James and Matthew have extensive experience in the accounting and financial technology world, and bring that insight to clients.

They also perform cost segregation studies for clients. Cost Segregation is an amazing strategy which is blessed by the IRS to help property investors use bonus depreciation which can directly offset ordinary income in the year taken, which is a huge benefit to investors.

IRS-approved Cost Segregation Studies are a key requirement for bonus depreciation. The study can be both a benefit to newly acquired properties, but also previously acquired properties. We will present an overview of the real world process of Cost Segregation Studies, for typical investment properties can result in hundreds of thousands of dollars in immediate deductions for investors, with significant tax savings.

Agenda:
6:00 pm Pre-Networking (Please order some food or drink)
6:30 pm Introductions
7:00 pm Speaker Information
8:00-9:00 pm Networking