Lisa Wright, President of Inland Southern California United Way and 211, joined Joey Romero

 Covering both the counties of Riverside and San Bernardino.  As part of United Way and 211, she is committed to fighting for the education, financial stability and housing of every person in the Inland Southern California. She serves as a Board Member with the United Ways of California, member of the Greater Riverside Chamber Government Affairs Committee, Advisory Member of the California Baptist University Jabs School of Business, Chair of the Mergers & Combinations Committee with United Way Worldwide, and member of the United Way Worldwide Business Strategy Taskforce.  

 

She has also been a volunteer with Big Brothers Big Sisters of Orange County & Inland Empire, having mentored her little from 3rd grade to first-generation college student.  Prior to joining United Way in early 2016, Lisa was the Executive Director of Philanthropy for Loma Linda University Health and Vice President of Development for two human service organizations in Southern California. 

 

She has a Bachelor of Science in Business / Accounting from the University of Arizona, a Master’s degree from Claremont School of Theology, and completed postgraduate studies in Ethics at Claremont School of Theology. She attained the Certificate in Fund Raising Executive (CFRE) in 2015, and she is a member of the Association of Fundraising Professionals. She routinely speaks at conferences about philanthropy and ethics, faith and philanthropy, nonprofit financial management, and fundraising, and is a new adjunct professor with University of Redlands. In the last year, Lisa was awarded the 2020 Fundraiser of the Year for the Inland Empire (AFP), and 2020 Spirit of the Entrepreneur COVID Hero Award (CSUSB).


The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


Video Link

Radio Show

Dr. Christopher Thornberg joins Bruce Norris- Part 2

 Originally from upstate New York, Dr. Thornberg holds a Ph.D in Business Economics from The Anderson School at UCLA, and a B.S. degree in Business Administration from the State University  of New York at Buffalo.

Christopher Thornberg founded Beacon Economics LLC in 2006.  Dr. Thornberg also became  Director of the UC Riverside School of Business Center for Economic Forecasting and Development and an Adjunct Professor at the School.Prior to launching Beacon Economics, Dr. Thornberg was a senior economist with UCLA’s Anderson Forecast. He previously taught in the MBA program at UCLA’s Anderson School, in the Rady School of Business at UC San Diego, and at Thammasat University in Bangkok, Thailand

An expert in economic and revenue forecasting, regional economics, economic policy, and labor and real estate markets, Dr. Thornberg has consulted for private industry, cities, counties, and public agencies in Los Angeles, San Francisco and the Bay Area, San Diego, the Inland Empire, Seattle, Orange County, Sacramento, Nevada, and other geographies across the nation. Dr. Thornberg became nationally known for forecasting the subprime mortgage market crash that began in 2007, and was one of the few economists on record to predict the global economic recession that followed. Well known for his ability to capture and hold audiences, Dr. Thornberg has presented to hundreds of leading business, government, and nonprofit organizations across the globe including Chevron, The New Yorker, Colliers International, the California Chamber of Commerce, City National Bank, the California State Association of Counties, State Farm Insurance, the City of Los Angeles, the California and Nevada Credit Union League, and the  National Steel and Shipbuilding Company, among many others.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


Video Link

Radio Show

Economic Forecasting with Dr. Christopher Thornberg of Beacon Economics Part 1

 Originally from upstate New York, Dr. Thornberg holds a Ph.D in Business Economics from The Anderson School at UCLA, and a B.S. degree in Business Administration from the State University  of New York at Buffalo.

Christopher Thornberg founded Beacon Economics LLC in 2006.  Dr. Thornberg also became  Director of the UC Riverside School of Business Center for Economic Forecasting and Development and an Adjunct Professor at the School.Prior to launching Beacon Economics, Dr. Thornberg was a senior economist with UCLA’s Anderson Forecast. He previously taught in the MBA program at UCLA’s Anderson School, in the Rady School of Business at UC San Diego, and at Thammasat University in Bangkok, Thailand

An expert in economic and revenue forecasting, regional economics, economic policy, and labor and real estate markets, Dr. Thornberg has consulted for private industry, cities, counties, and public agencies in Los Angeles, San Francisco and the Bay Area, San Diego, the Inland Empire, Seattle, Orange County, Sacramento, Nevada, and other geographies across the nation. Dr. Thornberg became nationally known for forecasting the subprime mortgage market crash that began in 2007, and was one of the few economists on record to predict the global economic recession that followed. Well known for his ability to capture and hold audiences, Dr. Thornberg has presented to hundreds of leading business, government, and nonprofit organizations across the globe including Chevron, The New Yorker, Colliers International, the California Chamber of Commerce, City National Bank, the California State Association of Counties, State Farm Insurance, the City of Los Angeles, the California and Nevada Credit Union League, and the  National Steel and Shipbuilding Company, among many others.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


Video Link

Radio Show

Real Estate Tax Strategies with Bill Exeter, CEO The Exeter Group of Companies

 William "Bill" L. Exeter is the Chief Executive Officer, Chief Trust Officer and President for The Exeter Group of Companies.  Bill has been in the banking, trust and fiduciary services industry since 1980.  He began specializing in real estate tax strategies in 1985 with a specialty emphasis in 1031 and 1033 Exchanges as well as Self-Directed IRAs.

Immediately prior to founding The Exeter Group of Companies he served as President and Chief Executive Officer for four years of TransUnion Exchange Corporation (formerly Diversified Exchange Corporation) in San Diego, California and prior to that as Executive Vice President and Chief Operating Officer for 13 years of The Chicago Trust Company of California and Chicago Deferred Exchange Corporation of California, its 1031 Exchange subsidiary, in San Diego, California, which were part of the Chicago Title and Trust Family of Companies. 

Bill’s professional experience includes 1031 Exchanges, 1033 Exchanges, title insurance and escrow services, trust company management fiduciary, trust and self-directed retirement account administration and services, including Self-Directed IRAs, trust operations, investment management services, commercial banking, and insurance administration.

Bill graduated from California State University, Los Angeles with a Bachelors of Science degree in Accounting.




The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


Video Link

Radio Show

Hard Money Lending with Craig Hill, Loan Officer at The Norris Group

Hard money loan, what's the first thing that comes to your mind? Bruce is joined by Craig Hill and covered things that you need to know about hard money lending.


Born and raised in Lakewood, California, Craig Hill attended Lakewood High, Long Beach City College, and received his Bachelor of Science degree from California State University, Long Beach. While attending CSULB, he followed his love of baseball by making his profession buying and selling baseball cards.

In 1984, Craig took his first job in the lending industry working for Vanguard Mortgage as a loan officer and loan manager. While employed there, we met and began funding REO purchases. When I officially started The Norris Group in 1994, Craig came aboard as both loan officer and investment manager and never looked back. Since that time, we have arranged hundreds of millions worth of investor loans.


The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


Video Link

Radio Show

Real Estate Appraisal with Bob King of Del Rey Appraisal Services

 In this week's episode, Joey Romero is joined by Bob King of Del Rey Appraisal Services. They talked a lot of interesting things about real estate appraisal, from technology, changes in the appraisal industry over the years, and especially the shift that happened during the start of this pandemic. 

Bob is a certified general appraiser at Del Rey Appraisal Services.  Del Rey is a full-service real estate appraisal firm providing valuation and consulting services throughout Southern California and is an SRA-designated member of the Appraisal Institute. 

Bob’s residential real estate appraisal experience includes single-family residential, single-family income property, 2-4 unit residential income property, land, and condominiums.  He has also worked on appraisals for FHA, REO’s, estate planning appraisals, retrospective appraisals, and divorce property settlement appraisals.  Bob has even served as an Expert Witness for the Superior Court of San Bernardino County.

 Bob does a lot of volunteering for the Appraisal Institute of Southern California where he has served on committees for the better part of 12 years.  Bob earned a Bachelor of Science in Engineering technology from Cal Poly Pomona

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


Video Link

Radio Show

Principal Economist and Founder of Kleinhenz Economics Dr. Robert Kleinhenz joins Bruce Norris- Part 2

 A leading voice on the economy at the national, state, and local level, Dr. Kleinhenz taps over 30 years of experience to present his outlook for the economy and its leading industries, and to offer his perspectives on leading policy issues.

 
 He is known for his extensive knowledge of the economy and economic policy. He speaks to a variety of audiences that include leaders in business, government, the nonprofit sector, and education. A frequent contributor to the media, he has appeared on CNBC, Bloomberg, and NPR, and has been quoted in news outlets including the Wall Street Journal, the Los Angeles Times, the San Francisco Chronicle, the San Jose Mercury-News, and numerous Southern California publications. He is also a member of the National Association for Business Economics, past President and Treasurer of the National Association for Business Economics-Los Angeles Chapter, and past Treasurer of the Real Estate Research Council of Southern California.
 
 Kleinhenz holds a Ph.D. in Economics from the University of Southern California with a specialty in urban and regional economics. He also holds an M.A. in Economics from the University of Southern California and a B.A. in Economics from the University of Michigan.

 

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


Video Link

Radio Show

Post Pandemic impact in Real Estate with Dr. Robert Kleinhenz -Part 1

 How did COVID-19 change the real estate industry, are we going into another recession? Joining us this week is the Principal Economist and Founder of the firm Kleinhenz Economics, Dr. Robert Kleinhenz. 

A leading voice on the economy at the national, state, and local level, Dr. Kleinhenz taps over 30 years of experience to present his outlook for the economy and its leading industries, and to offer his perspectives on leading policy issues.
 
 He is known for his extensive knowledge of the economy and economic policy. He speaks to a variety of audiences that include leaders in business, government, the nonprofit sector, and education. A frequent contributor to the media, he has appeared on CNBC, Bloomberg, and NPR, and has been quoted in news outlets including the Wall Street Journal, the Los Angeles Times, the San Francisco Chronicle, the San Jose Mercury-News, and numerous Southern California publications. He is also a member of the National Association for Business Economics, past President and Treasurer of the National Association for Business Economics-Los Angeles Chapter, and past Treasurer of the Real Estate Research Council of Southern California.
 
 Kleinhenz holds a Ph.D. in Economics from the University of Southern California with a specialty in urban and regional economics. He also holds an M.A. in Economics from the University of Southern California and a B.A. in Economics from the University of Michigan.

 

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


Video Link

Radio Show

Jeff Tumbarello joins Bruce Norris Part 2

 Jeff grew up in Stuart, Florida. He is a veteran of the US Marine Core and served in Desert Shield and Desert Storm as an Infantryman with First Battalion Third Marines.

In 2003, He founded the South West Florida Real Estate Investment Association with three other Southwest Florida real estate investors. As an investor himself, he has been a part of every type of real estate transaction and considers himself a local expert and source of data for current real estate trends in foreclosures. Jeff has also performed market metrics and product modeling for capital markets and private equity firms.


Jeff has contributed on Real Estate in general, Real Estate Statistics, Investing & Foreclosures on several media outlets including NPR, Bloomberg, Huffington Post, Wall Street Journal and many local stations like NBC, ABC, Wink and Fox.



The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


Video Link

Radio Show

SWFL REIA Director and Founder Jeff Tumbarello joins Bruce Norris - Part 1

 Jeff grew up in Stuart, Florida. He is a veteran of the US Marine Core and served in Desert Shield and Desert Storm as an Infantryman with First Battalion Third Marines.

In 2003, He founded the South West Florida Real Estate Investment Association with three other Southwest Florida real estate investors. As an investor himself, he has been a part of every type of real estate transaction and considers himself a local expert and source of data for current real estate trends in foreclosures. Jeff has also performed market metrics and product modeling for capital markets and private equity firms.


Jeff has contributed on Real Estate in general, Real Estate Statistics, Investing & Foreclosures on several media outlets including NPR, Bloomberg, Huffington Post, Wall Street Journal and many local stations like NBC, ABC, Wink and Fox.



The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


Video Link

Radio Show

Asset Prices Forecasting with Harry Dent- Part 2

This is the second part of our interview with Harry Dent. Last week, Harry and Bruce talked about the threat to the economy, which is according to Harry's prediction- the financial asset bubble.

 
 Harry S. Dent Jr. studied economics in college in the 1970s, receiving his MBA from Harvard Business School where he was a Baker Scholar and was elected to the Century Club for leadership excellence. After Harvard he became a management consultant, helping businesses understand where they were, what obstacles they faced, and how to succeed.  He did this by weaving together research on people, technology, and markets. 

Since then, he’s spoken to executives, financial advisors, and investors around the world. He’s appeared on “Good Morning America,” PBS, CNBC, and CNN/Fox News. He’s been featured in Barron’s, Investor’s Business Daily, Entrepreneur, Fortune, Success, U.S. News and World Report, Business Week, The Wall Street Journal, American Demographics, and Omni. 

Harry has written numerous books over the years. In his book The Great Boom Ahead, published in 1992, he stood virtually alone in accurately forecasting the unanticipated boom of the U.S. economy in the 1990s, as well as the multi-decade decline of the Japanese economy.  In 2016, Harry published, The Sale of a Lifetime,  where he reveals the secret behind many of the largest (and fastest!) fortunes in history out of great crashes that can create a profit windfall that will last you generations. 

Today, he uses the tools he developed from decades of research and hands-on business experience to offer readers a positive, easy-to-understand view of the economic future.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


Video Link

Radio Show

2021 Economic Forecasting with Harry S. Dent Jr.

This week,  renowned Economic Forecaster Harry S. Dent, Jr. joins Bruce Norris and talked about Harry's prediction of the biggest financial asset bubble.

Harry S. Dent Jr. studied economics in college in the 1970s, receiving his MBA from Harvard Business School where he was a Baker Scholar and was elected to the Century Club for leadership excellence. After Harvard he became a management consultant, helping businesses understand where they were, what obstacles they faced, and how to succeed.  He did this by weaving together research on people, technology, and markets. 

Since then, he’s spoken to executives, financial advisors, and investors around the world. He’s appeared on “Good Morning America,” PBS, CNBC, and CNN/Fox News. He’s been featured in Barron’s, Investor’s Business Daily, Entrepreneur, Fortune, Success, U.S. News and World Report, Business Week, The Wall Street Journal, American Demographics, and Omni. 

Harry has written numerous books over the years. In his book The Great Boom Ahead, published in 1992, he stood virtually alone in accurately forecasting the unanticipated boom of the U.S. economy in the 1990s, as well as the multi-decade decline of the Japanese economy.  In 2016, Harry published, The Sale of a Lifetime,  where he reveals the secret behind many of the largest (and fastest!) fortunes in history out of great crashes that can create a profit windfall that will last you generations. 

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


Video Link

Radio Show

Part 2 of San Diego Housing Market with Lenska Bracknell and Bruce Norris

 Lenska Bracknell is a Real Estate investor & broker, rehab educator & entrepreneur. 

Independent real estate broker in San Diego working with real estate investors. Being a landlord and investor herself, involved in over 100 fix & flips.  Lenska's background and expertise makes her a valuable resource in understanding real estate market, property evaluations and acquisition. Lenska offers monthly investor tours for over 12 years in different San Diego neighborhoods evaluating houses and searching for deals. Teaching investors about: Fix & Flip, Buy & Hold in San Diego, Out of state investing, Private Lending, Vacation Rentals, Accessory Dwellling Units & small multi-family investing.

Lenska is also SDCIA board member.  SDCIA is Southern California Real Estate largest investor club. SDCIA’s mission is to Unite Members in a common bond to further their education and promote their success in real estate investment. 

She loves flying airplanes, drones and doing Zumba to J-Lo songs!


 The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


Video Link

Radio Show

San Diego Housing Market with SCDIA Board Member Lenska Brackell- Part 1

 Real Estate investor & broker, rehab educator & entrepreneur. 

Independent real estate broker in San Diego working with real estate investors. Being a landlord and investor herself, involved in over 100 fix & flips.  Lenska's background and expertise makes her a valuable resource in understanding real estate market, property evaluations and acquisition. Lenska offers monthly investor tours for over 12 years in different San Diego neighborhoods evaluating houses and searching for deals. Teaching investors about: Fix & Flip, Buy & Hold in San Diego, Out of state investing, Private Lending, Vacation Rentals, Accessory Dwellling Units & small multi-family investing.

Lenska is also SDCIA board member.  SDCIA is Southern California Real Estate largest investor club. SDCIA’s mission is to Unite Members in a common bond to further their education and promote their success in real estate investment. 

She loves flying airplanes, drones and doing Zumba to J-Lo songs!


 The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


Video Link

Radio Show

Part 2 of Property Management with Formatic CEO Matt Tandy

 Matt is the Founder and Chief Executive Officer of Formatic Property Management, Inc. As CEO, he oversees all day to day processes and guides the long-term vision. He is always seeking new and innovative ways to improve the rental ownership experience for property owners, continuing his commitment to providing professional, accountable, and reliable services.

Due to his extensive experience in rentals throughout the country and deep knowledge of real estate investments, Matt is a frequently requested speaker at investor and rental industry seminars and trade groups.

Matt also serves as the President of the Long Beach / Orange County chapter of the National Association of Residential Property Managers, which also covers property managers in the Inland Empire area of California. NARPM is the primary trade group for residential property managers. Before becoming President, he was the President-Elect (2019), and Treasurer (2018).

 The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


Video Link

Radio Show