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Workshop Details

  • Date: Monday, April 27, 2026
  • Location: 1919 S Bascom Ave #100, Campbell, CA 95008
  • Time: 5:00 PM – 7:00 PM Presentations | 7:00 PM – 8:00 PM Q&A

At this free workshop, Helen Chong, a CCIM will walk through how she assists professional investors evaluate multifamily deals — the underwriting methodology she uses through CCIM training. You'll also hear from a mortgage advisor on financing structures built for high-income W-2 earners, a CPA on legal tax minimization strategies (depreciation, cost segregation, 1031 exchanges), and a financial advisor on integrating real estate into a long-term wealth plan.

No pitch. No fluff. Bring your questions.

Why Attend?
Most real estate seminars focus on "hustle." We focus on mechanics. Join us for a 3-hour technical breakdown on how to leverage debt, tax code, and market data to build a resilient investment engine.

 

Agenda

1
Helen Chong, CCIM | Multifamily Deal underwriting with CCIM Methodology
A live walkthrough of CCIM 10 years cash flow analysis for multi-family assets to determine your IRR.
2
Sergio Michel | Debt Structuring & Options
Strategies for securing high-LTV (Loan to Value) financing in a shifting market.
3
Jason Bangerter, CPA & CFO | Maximizing Post-Tax IRR
Tax-saving strategies (1031 exchanges and cost segregation) to minimize "leakage" to the IRS.
4
Dalton Chamberlain | Wealth building & portfolio integration
How to integrate real estate into a broader financial portfolio for long-term scalability.

What You’ll Gain:

• A clearer way to evaluate if a real estate deal makes financial sense

• Insight into how investment decisions are made beyond just price and comps

• Key concepts used in analyzing income-producing properties

• How financing and taxes influence overall returns

• A more structured approach to building long-term real estate wealth

Make Your Next Investment More Intentional

Make Your Next Investment More Intentional

The difference between a good investment and a great one often comes down to strategy—yet many decisions focus only on the property itself, overlooking how financing, tax planning, and long-term goals shape the outcome. This workshop is designed to help you connect those pieces, so you can evaluate opportunities with greater clarity, avoid common gaps, and make decisions that align with your long-term financial goals.

Reserve your seat

Join us for an educational evening on investment strategy, financing, tax planning, and wealth coordination for newer and growing real estate investors. Once registered, you’ll receive confirmation and additional event details via email as the workshop date approaches.

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