Tactical Investor Mastermind

Expert presentations

The room keeps learning.

A working library of expert conversations on real estate investing, tax strategy, legal considerations, financing, and disciplined execution.

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01

Amanda Brown, MAG Capital

Value Creation & Exit Strategy

Industrial net lease investments, cash flow, stable returns, and risk protection.

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02

Daniel Tersey, Senior Account & Relationship Manager

How to Turn $500 into $40K Using an ESA

Building generational wealth through real estate and tax-exempt plans.

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03

Justin French, Connect Invest

Protecting Capital with First-Lien

Short-term, first-lien diversified notes, fixed returns, risk, transparency, and due diligence.

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04

Nick Buhelos, Prime Corporate Services

Pass-Through Function & Tax Savings

Holding companies, tax strategies, business credit, asset protection, and scale.

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05

Bethany LaFlam, Legal Expert

Syndication Attorney

Securities regulations and options for real estate investors.

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06

Nate Hare, Directed IRA Specialist

Self-Directed IRA Strategies

Leverage self-directed IRAs for real estate investment.

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07

Donald Pearson, WestPac Wealth Partners

Whole Life Liquidity Strategies

Four key risks and complexities of fixed-income bond investing.

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08

Tony Shu, Parker

Tax Advantages & Bonus Depreciation

Why mobile home parks can be attractive: returns, resilience, and demand.

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09

Josh Gilmore, SDIRA Wealth

Leverage + Bonus Depreciation Cheat Code

Market selection, financing, property management, and full-service investing.

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10

Andy Pattinson, The Bitcoin Adviser

How to Not Get Robbed: Multi-Sig & Real Scam Saves

A tactical introduction to Bitcoin allocation and secure custody.

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11

Bobby Bray, Anchora Advisory

Yield curve, inversion vs normal

Use rate direction to set smarter underwriting and refinance assumptions.

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12

Adit Shah, Housebender | Abstract Works

The Three Capital-Raising Commandments

Raise capital responsibly while protecting investors and building credibility.

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13

Dean Valentini, 18 Alpha Investing

Automating Tenant Inquiries on Facebook Marketplace

Time ROI, AI automation, and practical tenant inquiry workflows.

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14

Rick Sidley, Cornerstone First Mortgage

Multiple VA Loan Purchases & Flexibility

Equity access, VA flexibility, DSCR strategies, and reverse 1031 exchanges.

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15

Jason Fung, Maui Machines

Turning an Empty Lot into Cashflow

A Neighbor.com case study and family-office structure for long-term wealth.

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16

Matthew Owens, OCG Capital

Vetting Operator Teams & Systems

A concise checklist to evaluate sponsors, controls, and capital protection.

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17

Casper & Olga Bahlmann, Bhalmann Group

Why Conversions Beat Ground-Up in Self-Storage

Conversion projects, market strategy, underwriting, and institutional buyers.

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18

Michael Cragholm, GrapplApp

Dynamic Equity for Strong Partnerships

Niche demand, dynamic equity, scalable tech, and low-cost growth.

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