Featured Pro

Tyler Carter – NuView IRA – Episode 22

Tyler Carter

Tyler Carter

NuView IRA
I help raise awareness of the benefits of self-directed IRAs. I seek to educate seasoned investors, professionals, and novices alike through regular in-office workshops as well as certified continuing education courses. Through CPE for CPAs, CLE for Attorneys, and CE for both CFPs and Realtors, I have successfully broadened the local knowledge base on self-direction.As a resource to prospect and current clients, I ensure investors understand the rules and regulations of IRAs as well as the investment opportunities available for retirement plans. On the wholesale side, I work with Broker-Dealers, Sponsors, and Registered Investment Advisors to help them access their investor's IRA funds for current offerings.

SELF-DIRECTED STRATEGY

WEBSITE

EMAIL

CONNECT

Trust has always been part of our DNA, now it’s part of our name! NuView is excited to announce the launch of NuView Trust Company, Inc.

The vast majority of IRA holders invest in public equities through mutual funds, while others select individual stocks to hold in their retirement portfolio. However, there is a growing segment of investors who wish to access investments not offered by Wall Street brokers or the traditional markets.

Since our formation more than 10 years ago, NuView Trust has strived to provide our clients with the broadest possible choices in their IRAs. While other custodians tend to reject non-traditional investments, NuView’s administrative platform was designed with alternatives in mind.

With a self-directed IRA, the client serves as the account fiduciary, and as such, NuView Trust does not render tax, legal, accounting, investment, or other professional advice. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought.

Our positioning as a smaller, private firm gives us a distinct advantage in the marketplace because we're able to hand pick the best opportunities and harvest only the best opportunities for Prime Pinnacle Members.

Mahir Allan – MJS Think Tank – Episode 21

Mahir Allan

Mahir Allan

MJS Think Tank
Mahir is head of business development at MJS Think Tank, He assists companies and beneficiaries with addressing issues that arise from NPNs, liquidity concerns, and workout strategies. Marhir simultaneously manages multiple departments involving operational, financial, borrower, and beneficiaries difficulties or inefficiencies. In addition he assists in acquisitions and sales of distressed REOs, 1st and 2nd mortgage assets.

SELF-DIRECTED STRATEGY

WEBSITE

EMAIL

info@www.mjsthinktank.com

CONNECT

Insert Image Here

Attend The Distressed Note Expo

September 16-17 In Orange County California

Seats are going fast

Spend two days with industry professionals to learn all of the in's and out's of the 'Paper' business. We will have panels and speakers covering everything from non-performing loans to creating 'Partials' to originating your own loans or seller financed notes and performing loans.
SIGN UP

About MJS Think Tank

MJS Think Tank's purpose is to build a well rounded group of individuals that will succeed in the note business. We educate investors the RIGHT way in order to understand distressed mortgages. Our primary goal is to teach investors the proper way to analyze a single loan or a large tape. The money is made in the analysis and with our years of experience and success we want to pass our knowledge down to others.

At MJS Think Tank, we provide many options for you to get started in the distressed mortgage industry. Some of the features are our videos, slides, webinars, coaching calls, message forums, news letters, live events, and so much more.

With MJS Think Tank you have the ability to learn at your own pace with information that no one else will share in the industry.

Chris Urso – URS Capital Partners – Episode 20

Chris Urso

Chris Urso

URS Capital Partners
Christopher Urso is managing partner of URS Capital Partners and since 2007 he has been committed to the company’s growth. Christopher has been responsible for cultivating the firm’s strong relationships via its industry partners, private investors and real estate professionals. From 2008-2009, Christopher led a multi-state team to acquire, renovate and sell over 60 single family homes. In 2010 he directed the firms efforts towards multifamily with the purchase of a vacant 40 unit building and has since taken a very systematic path to acquiring over $100,000,000 in multifamily assets.

SELF-DIRECTED STRATEGY

WEBSITE

EMAIL

info@urscapitalpartners.com

CONNECT

About URS Capital Partners

URS Capital Partners is a highly focused multifamily firm with a combination of institutional and entrepreneurial leadership. With over 1,800 units acquired in strategic growth markets throughout the Southeast and Midwest, URS has proven its ability to generate double digit yields on both leveraged and unleveraged investments.

Our firm’s primary focus is creating value. The opportunity for value that URS targets is often derived from distressed sellers, inappropriate capital structures, significant capital needs and/or poor management resulting in underperformance in rent growth and operations.

By investing with URS, you can rely on our team to thoroughly stress-test opportunities before we offer them to our investors. We leverage our extensive experience in both acquisitions and operations to provide you with opportunities that most investors never have access to.

Clay Malcolm – New Direction IRA – Episode 19

Clay Malcolm

Clay Malcolm

New Direction IRA
Clay oversees most avenues of marketing, teaches Continuing Professional Education and informal classes and webinars, and facilitates the training of our business development and client relations teams. Clay has more than 20 years of management experience in various roles, including as the vice president of Jersey Films and as a director for Princeton Review. Clay draws upon his teaching background – including instructor roles with Colorado Outdoor Training Initiative and Ivy West Education – to develop the educational aspects of New Direction IRA and impart knowledge about self-directed IRAs to its clients and prospective clients. Clay received his Bachelor of Science degree in Communications from Northwestern University.

SELF-DIRECTED STRATEGY

WEBSITE

EMAIL

info@newdirectionira.com

CONNECT

About New Direction IRA

Today, New Direction IRA employs over 70 employees and holds 1.7 billion dollars in IRA assets under administration. One of the founding principles of New Direction IRA, Inc. is to bring information about self-directed IRA investing out of obscurity and into the arena of common knowledge. New Direction employs an education-based business model with the goal of making the details of self-directed IRA investing transparent and accessible.

In addition to our industry-best educational webinars, specialized videos, and cutting-edge blogs and articles, New Direction provides live presentations for investors of all asset markets, and offers continuing education courses for CPAs, attorneys, and real estate professionals. We pride ourselves in consistently being a leading provider of self-directed IRA education and administrative services. We believe in empowering our clients with the education they need to confidently make knowledgeable investment decisions for their individual retirement account.

Edwin Kelly – Specialized IRA Services – Episode 18

Edwin Kelly

Edwin Kelly

Specialized IRA Services
Edwin Kelly is America’s leading expert on Self Directed Retirement accounts and self-directed investment strategies. He has more than 24 years of experience in the Financial Services Industry. He worked for such notable companies like UBS and BISYS. Edwin is a Founder and currently serves as CEO of Specialized IRA Services.Edwin is an avid educator, adding value to clientele by developing significant knowledge assets at every company he has worked with. His passion for helping others learn about their Self Directed IRA options has made Edwin a popular and engaging speaker who is frequently invited to speak at seminars and workshops, in webinars, and as a radio guest. Edwin has made several special appearances on the Money Show, and his work and ideas have been featured in major national magazines and newspapers throughout the United States.

SELF-DIRECTED STRATEGY

IRA Custodian

WEBSITE

EMAIL

info@specializediraservices.com

CONNECT

About Specialized IRA Services

Specialized IRA Services is a boutique financial services firm that specializes in allowing clients to self direct their retirement, education, health savings and 401(k) accounts into alternative assets like real estate, notes, mortgages, trust deeds, precious metals, FOREX and virtually anything the
government allows.

Our positioning as a smaller, private firm gives us a distinct advantage in the marketplace because we're able to hand pick the best opportunities and harvest only the best opportunities for Prime Pinnacle Members.

Josh Manier – Red Rock Capital – Episode 17

Josh Manier

Josh Manier

Red Rock Capital
The President of Red Rock Capital, Joshua Manier has been involved in all aspects of real estate investing for the past 10+ years. He has processed, underwritten, brokered, financed, rehabbed, and sold investment properties and has managed a private mortgage fund since 2012. Mr. Manier is responsible for operational aspects of the company including management of marketing, underwriting, loan servicing, and administration. He currently serves as a strategic adviser to a select number of privately held companies.

SELF-DIRECTED STRATEGY

WEBSITE

EMAIL

josh.manier@fundwithredrock.com

CONNECT

About Red Rock Capital

Red Rock Capital provides financing to real estate investors around the country on 1-4 unit investment properties and select commercial properties. We source new loan opportunities, underwrite, fund, and manage loan servicing.

We provide these comprehensive services on behalf of funds we manage directly, family offices, institutional investors, and high net worth individuals. We diligently vet each loan to match the risk-reward profile that most accurately appeals to the investment objectives of each investment pool funding the loan. Red Rock also serves as delegated underwriter and strategic adviser to the investors we sell and manage loans on behalf of.

Our positioning as a smaller, private firm gives us a distinct advantage in the marketplace because we're able to hand pick the best opportunities and harvest only the best opportunities for Prime Pinnacle Members.

Chase Thompson – Note MBA – Episode 16

Chase Thompson

Chase Thompson

NoteMBA
I host a weekly podcast with Robert Woods called the Note MBA podcast. Our aim is to provide honest insight into the note investing business from the ground up as we develop our companies and compete in the marketplace for deal and dollars. I was the previous Mortgage Banker and Host of the Real Estate show The Ticker.

SELF-DIRECTED STRATEGY

WEBSITE

EMAIL

chase@notemba.com

CONNECT

About Note MBA

The Note MBA Podcast aims to show you an inside story of two guys who have jumped head first into the defaulted note business.

Follow us as we share our grassroots education in this expanding community of investors.

Learn all while one half travels the world in pursuit of every location independent entrepreneur’s dream and the other expands his love for business and family enough to fill the great state of Texas.

We’re here to show you that you’re never alone in the note business. Join us every Wednesday to find out what we’re up to now.

Josh Moore – New Standard IRA – Episode 15

Josh Moore

Josh Moore

New Standard IRA
Josh Moore is a Self-directed IRA LLC pioneer and driving force behind business development, marketing, sales, operations and quality client support at New Standard IRA. People trust me with their life savings! Josh has ten+ years as a logistical facilitator for thousands of retirement portfolios and an aggregate sum over 1 billion dollars.

SELF-DIRECTED STRATEGY

WEBSITE

EMAIL

CONNECT

About New Standard IRA

Want more security, more opportunities, flexibility and simplicity in your retirement? New Standard IRA has the solution you need to succeed.

Our mission is to help individuals benefit from ALL the freedoms allowed under IRA law and we have been accomplishing this mission since 2006. Our proven IRA LLC strategy puts you in the driver’s seat and our self-directed IRA experts keep the engine running – we don’t regulate our clients, we support them.

Most IRA and 401(k) participants feel like retirement funds aren’t really theirs, and can only hope they chose the right investment advisor or picked the right fund. The old standard is dying – Welcome to the New Standard IRA.

At New Standard IRA we believe a TRUE self directed IRA must have the following features:


— IRA Checkbook Control – You make the decisions, you write the checks

— Unlimited investment opportunities, including real estate, precious metals, private notes and loans, etc…

— Fast Transactions – Opportunity is around every corner, so are other investors. Those who strike while the iron is hot secure the best investment opportunities.

— Limited Custodian Intervention – Self Directed IRA Custodians make a point to say they aren’t your legal, tax or investment counsel. So they shouldn’t hold your money, determine how to structure your investment or demand unnecessary paperwork.

 

Our positioning as a smaller, private firm gives us a distinct advantage in the marketplace because we're able to hand pick the best opportunities and harvest only the best opportunities for Prime Pinnacle Members.

Megan Galane – Mountain West IRA – E14

Megan Galane

Megan Galane

Mountain West IRA
Megan Galane, Director of Business Development, joined Mountain West IRA in May 2014. She received her Bachelor’s Degree in Exercise and Sport Science from the University of Utah. Megan acts as a point person for potential clients through the application process and funding of their new accounts. Megan is an avid blogger, podcaster, and enjoys the Florida sun while spending time with her dogs, Baby and Bailey. She is available to answer any of your questions regarding self-directed IRAs.

About Mountain West IRA

Founded by CEO Jon A. Galane in April of 2006, Mountain West IRA is one of the nation’s leading independent self-directed IRA and 401(k) administration companies, specializing in record keeping services for individuals and small business owners who desire to include non-traditional assets within their tax-deferred and tax-free portfolios. With offices in Idaho and Florida, Mountain West IRA prides itself in offering self-directed retirement plans to clients nationwide at the highest level of customer service in the industry.

Our goal is to assist you with your alternative asset purchases while paying little or no taxes. Building wealth can be difficult, but our knowledgeable staff is dedicated to serving as your primary source for financial education, enabling you to make informed self-directed asset purchasing decisions.

Preston Despenas – Growth Equity Group – E13

Preston Despenas

Preston Despenas

Growth Equity Group
Founder of Growth Equity Group, Preston Despenas quickly took the alternative investment firm from startup to being a highly visible leader in innovating the retirement, real estate, and investment spaces. Preston first discovered his passion and talent for entrepreneurship and real estate while still in college. Since obtaining his broker’s license and completing his first deal in 1998, he hasn’t looked back. He has since been involved in over 400MM worth of real estate transactions, including heading up a Chicago based leasing and property management firm which he launched in 1999.

SELF-DIRECTED STRATEGY

WEBSITE

EMAIL

info@growthequitygroup.com

CONNECT

ebooks-1200x910

FREE EBOOK

An all-in-one solution to ease you into the self-directed IRA real estate investing arena so you can come out on top.

About Growth Equity Group

GEG is an alternative investment company specializing in providing innovative solutions to aid individual investors in building passive income and wealth for retirement. Growth Equity Group’s disruptive suite of services and technology has become a game changing force in the investment world; gaining great acclaim for delivering industry leading solutions.

Growth Equity Group is headquartered in Chicago, IL, with local professionals on the ground in major cities across the US. With over 40 years’ of experience GEG executive team continues to drive what’s next on the real estate, retirement planning, and investment landscape. GEG and its founders have appeared in virtually all major news outlets, been featured in Realty 411 Magazine, and are winners of the prestigious Think Realty Innovator and Chicago Innovation Awards. In 2016 GEG was selected to participate in the NASDAQ Closing Ceremony.

Scroll to top