How Offerors Can Act Regarding the JOBS Act

by dani
Tags: No Tags
Comments: No Comments
Published on: May 13, 2012

In the prior two pieces I discussed how the “Jumpstart Our Business Startups Act” (the JOBS Act) requires the Securities & Exchange Commission (SEC0 to adopt new regulations to allow public advertising of Rule 506 offerings and to allow crowdfunding. This article discusses how real-estate syndications, start-ups and other companies wanting to raise money (offerors/issuers) may want to act based on the bill.

One bright spot is that the JOBS Act preempts state securities laws regarding the public advertising of Rule 506 offerings and also crowdfunding. This is crucial because in the past, where the federal government has not preempted state law, the states have either not passed their own laws allowing use of the exemption or have added conditions that made the exemption unworkable. This is what occurred with the Rule 504, Rule 505 and Reg. A exemptions and why often they are not used. (more…)

Most Common Financial Mistakes Real Estate Investors Make

by dani
Tags: No Tags
Comments: No Comments
Published on: April 14, 2012

[Held on 3/27/12]

This is an educational webinar is designed to answer about real estate investors’ main financial aspects and challenges.

Some topics we will cover include:

  • No clear financial goals or plan
  • Legal documents (will, trust, power of attorney, etc.) are out of order
  • Beneficiary designation/title is wrong; not enough life insurance
  • Inadequate home or automobile coverage
  • High credit card debt & no handle on the budget
  • Q&A

Download PDF file

Download Audio file

About The Speaker

Anna Sergunina is a Certified Financial Planner™ professional and a Principal at MainStreet Financial Planning, Inc. (MSFP). MSFP is a Fee-Only financial planning company headquartered in Maryland with offices in Washington, D.C., New York, NY, San Mateo, CA and Santa Barbara, CA.

Anna Sergunina does not sell financial products or manage assets for a percentage fee. All services are rendered commission-free, on an hourly as-needed or project basis.

Anna specializes in working with individuals and couples from all walks of life. She is especially interested in helping real estate investors organize their financial lives, create and analyze alternative strategies to empower them make smart money decisions and most profitable deals.

Anna has been involved in financial services industry since 2003. She holds a Bachelor in Business Administration with concentration in Finance from Towson University in Maryland. She has an experience working for several financial institutions providing services in the investment management arena, 401k administration and college savings.

Anna is a real estate investor herself with a background in investing in different parts of the country.

She can be reached at anna@adviceonly.net or 415-562-4678

Twitter: “asergunina”

 

Atlanta: 3 Investment Strategies For Investors

Recorded: Tuesday 2/7/12

Download Audio file

Download PDF file

[pdf-ppt-viewer href="http://www.simplydoit.net/wp-content/uploads/2012/02/2012FebAtlantaMarketReview.pdf" width="550" height="500"]

 

Video Recording

Please forward about 7 minutes to the begging of the recording.

 

Recording: Interview & Open Discussion With a Phoenix Broker

This webinar was recorded in January 2012.

Download MP3 recording file

Download PDF file

[pdf-ppt-viewer href="http://www.simplydoit.net/wp-content/uploads/2012/01/InterviewOpenDiscussionWithaPhoenixBroker.pdf" width="550" height="500"]

 

Streaming Video

 

Flipping Properties (not your mind) in Dallas With High Returns

by dani
Categories: Audio
Tags: No Tags
Comments: No Comments
Published on: January 22, 2012

Flipping Properties (not your mind) in Dallas With High Returns

Recorded January 18th 2012

A step by step discussion with a local Dallas team that will explain the process of rehabbing, from:

  • Finding the property
  • Doing proper due-diligence
  • Handling pre-rehab issue
  • Managing the rehab
  • Selling the property

This webinar will take us through the process of a successful fix and flip project.

Download Audio recording file (recording was cleaned but may still have some noise)

Download PDF recording file

 

Where is America moving? 2011 Migration Patterns

Atlas Van Lines had posted the 2011 Migration Patterns. Based on 80,289 Interstate and Cross-Border Household Goods Relocations from January 1, 2011 through December 31, 2011.

Article on Atlas Van Lines or download the PDF file.

Where is America moving? (more…)

page 1 of 1

Welcome , today is Saturday, May 19, 2012