Real Estate Investing with your IRA has advantages. Finding the path to doing it takes time and due diligence.
Register for this webinar and learn more about how to find your entry into commercial real estate, including Healthcare.
Roberta Hudy of iPlan Group along with Juan Villarreal, CCIM, CRE Managing Broker / Director of Investment VILLAR-REAL ESTATE ADVISORS, and Marco Molina, Legal Council/IRA REALTY FUND.
Learn more about the presenters below!
Director of Investor Education and Onboarding @iPlanGroup
Roberta brings educational training expertise, understanding of business ownership in the construction industry, including tax advantaged retirement accounts and new business development strategies. Roberta’s “real world” experience brings a dynamic experience to Self-Directed IRA educational events and makes the content easy to understand.
Managing Broker / Director of Investment VILLAR-REAL ESTATE ADVISORS
Juan A Villarreal has International Brokerage experience in Ontario, Canada, and the US. Completed all of the CCIM (Certified Commercial Investment Member)curriculum meeting the pre-requisites to take the CCIM exam. Completed an Advance program with Cornell University "Commercial Real Estate Investment and Development" and "Hotel Asset Management Construction and Finance" with a certificate of completion. Juan Villarreal has over 16 years of experience as an Investment Advisor, Stock Broker, Principal Broker, and seasoned negotiator.
Legal Counsel IRA REALTY FUND
On real estate matters, Molina advises clients on zoning and land use laws and has assisted in acquisitions and sales of many types of real estate including but not limited to, multifamily housing, industrial complexes, commercial retail, and land for residential development. Molina has also worked with banks in assisting with financing documentation for larger loans. Marco’s passion is working with small businesses in all matters from entity formation, to asset purchases and sales, assisting in reviewing financing packages and estate planning.