California's Economic Outlook and Housing Market Forecast 2022 with Jordan Levine | Part 2

Jordan Levine is VP and Chief Economist for the California Association of Realtors where he is responsible for the housing market and economic trends and analysis, policy analysis, and data work in a variety of contexts.
  
  Additionally, He manages an EB-5 Immigrant Investor Visa practice, helping to establish regional centers with I-924 economic impact reports across California and the U.S. region, and has provided I-526 impact and job creation analyses for many more individual projects across the nation. Past projects have included call centers, residential real estate developments, mixed-use developments, hotels, retail businesses, high-tech manufacturing, biotechnology, ambulatory health care facilities, assisted living facilities, agricultural enterprises, movie studios, and grocery stores, among others. Well versed in critical issues related to USCIS approval of I-526 and I-924 EB5 applications like construction jobs, tenant occupancy, and establishing a causal nexus.
  
  One critical characteristic that sets Jordan apart from other number crunchers is his ability to communicate complex economic concepts and ideas in a clear and effective style. He has spoken to a variety of groups, ranging in size from small groups of 5-10 to over 800, including industry groups like the California Bankers Association (CBA) and the California State Municipal Finance Officers (CSMFO), elected officials such as the California State Controller's Office, various local government bodies like County Boards of Supervisors. In addition, he regularly contributes to radio and newspaper articles.
  
  

Jordan has a bachelor’s degree in economics from the University of California, Santa Barbara and a master’s degree with Merit in International Economics from the University of Sussex.  Prior to joining C.A.R., Jordan worked in consulting as an economist and director of economic research where he oversaw all research and economic analysis on California’s economy and housing market and regularly spoke to trade groups, public officials, businesses, and the media.

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.


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California's Economic Outlook and Housing Market Forecast 2022 with Jordan Levine | Part 1

 Jordan Levine is VP and Chief Economist for the California Association of Realtors where he is responsible for the housing market and economic trends and analysis, policy analysis, and data work in a variety of contexts.

  
  Additionally, He manages an EB-5 Immigrant Investor Visa practice, helping to establish regional centers with I-924 economic impact reports across California and the U.S. region, and has provided I-526 impact and job creation analyses for many more individual projects across the nation. Past projects have included call centers, residential real estate developments, mixed-use developments, hotels, retail businesses, high-tech manufacturing, biotechnology, ambulatory health care facilities, assisted living facilities, agricultural enterprises, movie studios, and grocery stores, among others. Well versed in critical issues related to USCIS approval of I-526 and I-924 EB5 applications like construction jobs, tenant occupancy, and establishing a causal nexus.
  
  One critical characteristic that sets Jordan apart from other number crunchers is his ability to communicate complex economic concepts and ideas in a clear and effective style. He has spoken to a variety of groups, ranging in size from small groups of 5-10 to over 800, including industry groups like the California Bankers Association (CBA) and the California State Municipal Finance Officers (CSMFO), elected officials such as the California State Controller's Office, various local government bodies like County Boards of Supervisors. In addition, he regularly contributes to radio and newspaper articles.
  
  

Jordan has a bachelor’s degree in economics from the University of California, Santa Barbara and a master’s degree with Merit in International Economics from the University of Sussex.  Prior to joining C.A.R., Jordan worked in consulting as an economist and director of economic research where he oversaw all research and economic analysis on California’s economy and housing market and regularly spoke to trade groups, public officials, businesses, and the media.

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

Tax Strategies for Real Estate Investing with Amanda Han & Matt MacFarland | Part 2

Having helped thousands of investors across the US to save on taxes, Matt MacFarland and Amanda Han are founders at Keystone CPA, Inc. As both tax strategists and real estate investors, Amanda and Matt combine their passion for real estate investing with their expertise and knowledge in tax strategies. Their goal is to help investors with strategies designed to supercharge their wealth-building using entity structuring, self-directed investing, and income offset opportunities to keep more of what they make.

Amanda and Matt’s highly rated book Tax Strategies for the Savvy Real Estate Investor is amongst Amazon’s top seller list.

They are also frequent contributors, speakers, and educators to some of the nation’s top investment and self-directed IRA companies.  Their cutting-edge tax strategies have been featured in prominent publications including Money Magazine, Realtor.com, and AllBusiness.com. Matt and Amanda were speakers at “Talks at Google” that features influential thinkers and creators. They have also appeared in CNBC’s Smart Money Talk Radio as well as BiggerPockets podcasts.

Matt and Amanda specialize in bringing top-notch tax-saving strategies that are traditionally only available to high net-worth clients to everyday investors nationwide. They both have experience working for the “Big 4” CPA firms specializing in the real estate and high net-worth individual specialty groups. Amanda is a graduate of UNLV and Matt is a graduate of UCLA with a Master's Degree from USC. Both of them are certified by the CA State Board of Accountancy and are members of the prestigious American Institute of Certified Public Accountants (AICPA).


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

 

Tax Strategies for Real Estate Investing with Amanda Han & Matt MacFarland | Part 1

 

Having helped thousands of investors across the US to save on taxes, Matt MacFarland and Amanda Han are founders at Keystone CPA, Inc. As both tax strategists and real estate investors, Amanda and Matt combine their passion for real estate investing with their expertise and knowledge in tax strategies. Their goal is to help investors with strategies designed to supercharge their wealth-building using entity structuring, self-directed investing, and income offset opportunities to keep more of what they make.

Amanda and Matt’s highly rated book Tax Strategies for the Savvy Real Estate Investor is amongst Amazon’s top seller list.

They are also frequent contributors, speakers, and educators to some of the nation’s top investment and self-directed IRA companies.  Their cutting-edge tax strategies have been featured in prominent publications including Money Magazine, Realtor.com, and AllBusiness.com. Matt and Amanda were speakers at “Talks at Google” that features influential thinkers and creators. They have also appeared in CNBC’s Smart Money Talk Radio as well as BiggerPockets podcasts.

Matt and Amanda specialize in bringing top-notch tax-saving strategies that are traditionally only available to high net-worth clients to everyday investors nationwide. They both have experience working for the “Big 4” CPA firms specializing in the real estate and high net-worth individual specialty groups. Amanda is a graduate of UNLV and Matt is a graduate of UCLA with a Master's Degree from USC. Both of them are certified by the CA State Board of Accountancy and are members of the prestigious American Institute of Certified Public Accountants (AICPA).


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

Relationship Building Through the Years with Tony Alvarez | Part 2

 

Tony Alvarez is a well-heeled, seasoned, knowledgeable and successful Real Estate Investor, licensed Broker, Developer and Certified General Appraiser; and has lived and worked in the real estate business since 1981. 

 

Tony has built, purchased, rehabbed, rented and sold hundreds of properties from vacant land to condos, single family residences, apartments and commercial properties and is well-versed in the risks and requirements for success inherent in different types of real estate investments. 

 

Tony is also a sought-after speaker and has previously spoken at The Norris Group’s Multi-Millionaire Maker in 2005 and 2006, as well as other Real Estate Investment Clubs and events throughout Southern California and Nevada.

Relationship Building Through the Years with Tony Alvarez | Part 1

Tony Alvarez is a well-heeled, seasoned, knowledgeable and successful Real Estate Investor, licensed Broker, Developer and Certified General Appraiser; and has lived and worked in the real estate business since 1981. 

 

Tony has built, purchased, rehabbed, rented and sold hundreds of properties from vacant land to condos, single family residences, apartments and commercial properties and is well-versed in the risks and requirements for success inherent in different types of real estate investments. 

 

Tony is also a sought-after speaker and has previously spoken at The Norris Group’s Multi-Millionaire Maker in 2005 and 2006, as well as other Real Estate Investment Clubs and events throughout Southern California and Nevada.


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

 

Affordable Housing: The ADU Project with Shara Surabi | Part 2

 VP OF OPERATIONS

Mr. Surabi has worked on development projects in many US states on a multitude of residential projects for more than 15 years. He has personally been part of constructing over 100 homes on investment speculation. Right now, Mr. Surabi specializes in building systems and assembling resources to be able to scale the ADU business with a goal of building 100 ADU's per year throughout California.

https://aduresourcecenter.com/about-us/

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

Affordable Housing: The ADU Project with Shara Surabi | Part 1

 

VP OF OPERATIONS

Mr. Surabi has worked on development projects in many US states on a multitude of residential projects for more than 15 years. He has personally been part of constructing over 100 homes on investment speculation. Right now, Mr. Surabi specializes in building systems and assembling resources to be able to scale the ADU business with a goal of building 100 ADU's per year throughout California.

https://aduresourcecenter.com/about-us/

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

California AB 1771: Stop The California Flip Tax!

 California AB 1771 will charge an additional 25% capital gains tax on almost EVERY RESIDENTIAL PROPERTY sold within 3 years of purchase.

The additional tax would decline in annual increments until the property has been owned for more than seven years.

Legislators proposed AB 1771, also known as the California Housing Speculation Act, on the misguided notion that soaring prices of California homes are driven by investor-purchasers of residential properties in California.
In this webinar Nema Daghbandan is a Partner with Geraci LLP and Aaron Norris discuss the bill and what it could mean for "Main St" California investors.  It is also a call to action.  Here is what you can do to help:

Communicate your opposition to legislators via phone, letter, and email. You may download and customize the sample letters below to tell your personal story of how AB 1771 will affect you and your business.

VISIT: https://aaplonline.com/articles/advocacy/ca-flip-tax/


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

Proposed California Bill: A.B1771 with Nema Daghbandan | Part 2

 

Nema Daghbandan is a Partner with Geraci LLP. His practice encompasses all facets of real estate transactions, primarily representing lenders, brokers, and loan servicers. His practice revolves around the preparation of documents and providing compliance advice to mortgage professionals related to nationwide commercial, residential, construction, and multi-family loan transactions. He also provides advice on documentation related to loan transactions, including servicing agreements, spread agreements, secondary market documents, leases, lien releases, procurement agreements, intercreditor agreements, and subordination agreements. 

 

Mr. Daghbandan also possesses a deep expertise in loss mitigation and advises mortgage professionals in the management of defaulted loans and the remedies available to creditors.

 

Mr. Daghbandan has been recognized by his peers in the legal community as a Super Lawyers® Rising Star from 2016-2020. Only 2.5% of attorneys receive this distinction. He also received a perfect 10/10 rating from attorney review site AVVO®.


What you can do to help

Communicate your opposition to legislators via phone, letter, and email. You may download and customize the sample letters below to tell your personal story of how AB 1771 will affect you and your business.

VISIT: https://aaplonline.com/articles/advocacy/ca-flip-tax/


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

Proposed California Bill: A.B1771 with Nema Daghbandan | Part 1

Nema Daghbandan is a Partner with Geraci LLP. His practice encompasses all facets of real estate transactions, primarily representing lenders, brokers, and loan servicers. His practice revolves around the preparation of documents and providing compliance advice to mortgage professionals related to nationwide commercial, residential, construction, and multi-family loan transactions. He also provides advice on documentation related to loan transactions, including servicing agreements, spread agreements, secondary market documents, leases, lien releases, procurement agreements, intercreditor agreements, and subordination agreements. 

 

Mr. Daghbandan also possesses a deep expertise in loss mitigation and advises mortgage professionals in the management of defaulted loans and the remedies available to creditors.

 

Mr. Daghbandan has been recognized by his peers in the legal community as a Super Lawyers® Rising Star from 2016-2020. Only 2.5% of attorneys receive this distinction. He also received a perfect 10/10 rating from attorney review site AVVO®.


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

 

Planning, Building, and Financing your ADU with Meredith Stowers | Part 2

 

Meredith Munger Stowers (formerly Leyva) helps people achieve their goals. Stowers currently handles marketing and business development at CrossCountry Mortgage and ADUlonas.net with a focus on helping families, buy, build, renovate and refinance property, notably Accessory Dwelling Units, (ADUs). She operates ADUloans.net and serves as a founding member of the ADU Coalition, an advocate for attainable housing.
 
 She recently wrapped up her nationally syndicated column, "The Marketing Coach" in the Business Journals. Previously, Stowers served as Chief Operating Officer for Voices Heard Media, the leading social media applications and consulting company serving clients including Disney and Scripts Networks. Before that, Stowers served as a consultant to Military.com/Monster.com after that company acquired her online community and magazine, CinCHouse.com, where she was CEO and editor. She is the author of "Married to the Military: A Survival Guide for Military Wives, Girlfriends and Women in Uniform" (Simon & Schuster, July 2003 and 2008). Her editorials and news articles have been syndicated to over 140 military base newspapers worldwide, and she has been a contributor to Army Times Newspapers, the USO's "On Patrol" magazine, Military.com and other military publications. Meredith regularly represented CinCHouse.com in the national press, including feature stories on CNN, Fox and NPR. Her work with CinCHouse has also been featured in such publications as USA Today, the Washington Times and Joint Forces Quarterly.
 
 As part of her work on CinCHouse.com, Meredith founded Operation Homefront which is now the fifth largest charity serving military families.
 
 Previously Meredith worked as a public relations consultant and lobbyist for a variety of companies including CareerBuilder.com, Boeing, Eli Lily, Motorola and Iridium. Meredith also served as director of Public Relations for the American Enterprise Institute and legislative assistant to Senator Jon Kyl (R-AZ). She served on the National Advisory Board of the Independent Women’s Forum which published her 2001 book on Social Security reform entitled "Women and Retirement Security."



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