South Jersey Real Estate Investors Association

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SJREIA MAIN MEETING (Cherry Hill) - Alternate Real Estate Investing Panel

with... Multiple Speaker(s)

SELF-DIRECTED IRA * 1031 EXCHANGE * NOTES

Tuesday, June 18, 2024 6:00 PM - 9:00 PM
The Holiday Inn - Cherry Hill, NJ
2175 W Marlton Pike Cherry Hill, NJ 08002

SJREIA Main Meeting @ 6pm - Cherry Hill Holiday Inn
Location: The Holiday Inn, 2175 W. Marlton Pike (Rt. 70), Cherry Hill, NJ
Members attend FREE -- Visitors pay $20
Meeting the 3rd Tuesday every month

Alternate Real Estate Investing Panel
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When most people think about real estate investing, rental properties and real estate investment trusts (REITs) are probably the first investments that come to mind. While these are popular ways to invest in—and profit from—real estate, they are by no means your only options, nor are they necessarily the best Come to this meeting to hear about some of the top alternative real estate investments worth a second look today.

Panelists:

  • SELF-DIRECTED IRA - Carl Fischer, CamaPlan
  • 1031 EXCHANGE - David Gorenberg, accruit
  • NOTES - Anthony Uva, AMU Associates 

MEET YOUR PANEL:

Carl Fischer, CamaPlan

Carl Fischer is a Cornell University graduate and third generation real estate developer. Carl began his investing career in the 1970’s when he was employed as a rocket scientist at Kennedy Space Center in Cape Canaveral, Florida. He is presently one of the founders and principals of CAMA Self-Directed IRA, LLC (dba CamaPlan). CamaPlan is a national company headquartered in Ambler, PA.

Carl has implemented plans and managed over 20 million dollars in real estate transactions. His real estate investments include commercial and residential properties, including real property, notes, and mortgages. He has been able to increase his personal net worth and control many endeavors with the self-direction tools available. In addition to his hands-on experience, he has the opportunity to speak to many groups including real estate investors and brokers, CPAs, financial advisors, and mortgage professionals about the power and possibilities of IRA, 401(k), and qualified plan self-direction. He presently has investments in PA, NJ, NY, FL, NC, and WI.

Carl’s unique background, education, experience, and empirical information relating to business, finance, technical requirements, scheduling and overall management makes him a key element in the success of his clients controlling their own financial future.



David Gorenberg, JD, CES®, CDEI - accruit  -  
Director of 1031 Exchange Education

Davide has written and spoken extensively on 1031 Exchange transactions pursuant to Section 1031 of the Internal Revenue Code, and Tenant-In-Common (TIC) and Delaware Statutory Trust (DST) investment properties as like-kind replacement property solutions for 1031 Exchange transactions pursuant to IRS Revenue Procedure 2002-22 and Revenue Ruling 2004-86.

As the Director of 1031 Exchange Education, David dedicates a significant portion of his time presenting Continuing Education classes to accountants, attorneys, financial planners, real estate brokers and investors around the country. He speaks frequently on Section 1031 Exchanges, including revisions and updates to Section 1031 of the Internal Revenue Code, Section 1.1031 of the Treasury Regulations and related issues. His Section 1031 Exchange presentations are always practical and feature many real-life 1031 Exchange scenarios to illustrate a wide range of investment/tax strategies. HIs other presentation topics include: The Investment Cycle: Buy, Manage & Sell; Bankruptcy and Foreclosure Issues in Real Estate Investments; and other courses that he has written at the request of various professional organizations, including Like Kind Exchanges of Intellectual Property. David has also developed other specialized presentations to meet the needs of specific groups, including attorneys, accountants, estate planners, real estate professionals, and investor groups.



Anthony Uva, AMU Associates
 


Location: The Holiday Inn, 2175 W. Marlton Pike (Rt. 70), Cherry Hill, NJ

Time:  Doors open @ 6pm - Presentation begins at 7 pm
Members attend FREE -- Visitors pay $20

MEETING SCHEDULE: 

6:00-7:00 pm – Visit with Business Affiliates & Networking
6:00-6:45 pm – Genius Bar - meet with a seasoned real estate pro (BRING YOUR QUESTIONS)
7:00-7:15 pm –  Announcements
7:15-8:30 pm –  Main Speaker/Presentation
8:30-9:00 pm – Networking (in the Lobby) and Room Clean-up

Open to the public! SJREIA is a networking and education association for all levels of real estate investors. We offer education in many different aspects of investing and offer unlimited opportunity to be with other like minded people.

SJREIA Disclaimer

www.SJREIA.org  (South Jersey Real Estate Investors Association) does not give legal, tax, economic, or investment advice. SJREIA disclaims all liability for the action or inaction taken or not taken as a result of communications from or to its members, officers, directors, employees and contractors. Each person should consult their own counsel, accountant and other advisors as to legal, tax, economic, investment, and related matters concerning Real Estate and other investments.  more...


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Members:
Free For Members
Non-Members:
$20.00

Date:  Tuesday, June 18, 2024
Time:  6:00 PM - 9:00 PM

Location:
The Holiday Inn - Cherry Hill, NJ
2175 W Marlton Pike
Cherry Hill, NJ 08002

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SJREIA Disclaimer

www.SJREIA.org  (South Jersey Real Estate Investors Association) does not give legal, tax, economic, or investment advice. SJREIA disclaims all liability for the action or inaction taken or not taken as a result of communications from or to its members, officers, directors, employees and contractors. Each person should consult their own counsel, accountant and other advisors as to legal, tax, economic, investment, and related matters concerning Real Estate and other investments. 

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PO Box 689
Marlton, NJ 08053
(856) 663-1133

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Disclaimer

www.SJREIA.org  (South Jersey Real Estate Investors Association) does not give legal, tax, economic, or investment advice. SJREIA disclaims all liability for the action or inaction taken or not taken as a result of communications from or to its members, officers, directors, employees and contractors. Each person should consult their own counsel, accountant and other advisors as to legal, tax, economic, investment, and related matters concerning Real Estate and other investments.   

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