Jeff Banky–Managing Partner
Jeff has been involved in real estate investing for the past 15 years, starting out in norther California with small multifamily units…Since that time Jeff has employed a variety of strategies relating real estate investing but has always gravitated back to multifamily apartments as the best compromise between return and stability. Jeff have spent the last three years immersing himself in education relating to multifamily investing and in the process has formed many key alliances with key multifamily investors doing syndications.
I have been a full-time entrepreneur, investor, and educator since 2004. My passion is to create and grow businesses that post strong returns for investors. I have experience with software development, marketing, and sales; rehabbing single family homes; owning and operating commercial real estate; and operating restaurants.
Apartment Building Investing Podcast: I Started the Apartment Building Investing podcast in 2014. Since that time we have interviewed many of the top commercial investors and developers nationwide. By doing so, i have for many key alliances and partnerships with many of these individuals. See the Link below for information on this podcast.
Flipping Houses: I began flipping single-family houses in 2005. From my first direct mail campaign, I purchased two properties that I rehabbed and sold for a $110,000 profit. After doing a few more deals, I took a couple years off from rehabbing and resumed again in 2009. From 2010 to 2012 we rehabbed 24 properties, financed by loans from private individuals. My team consists of a strong listing agent, quality contractor and stellar assistant that allow me to focus on finding more deals.
Commercial Real Estate: I am a part-owner in a 180 unit apartment building in Beaumont, TX. In September 2011 I purchased my first building, a 12-unit building in NE Washington, DC, syndicated with 5 investors. We purchased the building for $475K and once the rents are brought to market-levels the building should be worth $900K+ in about 3 years. We may re-finance and return the investor’s principal while they continue enjoying cash flow. My 5 year goal is to own 200 apartment units.
Teaching: One of my passions is to teach people financial literacy so that they can achieve financial independence to live more fulfilled lives sooner. I have taught adult education classes about building multiple streams of passive income. I also head up the Good Sense financial counseling ministry at my church. I enjoy writing and teaching others how to buy apartment buildings.
Peter Harris is a leading expert in the field of commercial real estate investing. His experiences include:
- Acquiring more than 1000 residential apartment units across the United States, focusing on large complexes, totaling over $20 million in investments.
- Sperry Van Ness Commercial Real Estate and Coldwell Banker agent having specialized in buying and selling commercial real estate and residential income property.
- Personally mentored hundreds of commercial real estate investors nationwide since 2003.
- Developed educational materials and advised the staff of well known firms such as Robert Kiyosaki’s ‘Rich Dad organization’ on how to most effectively coach and train on commercial real estate investing.
- Co-author along side Donald Trump of the program “Three Master Secrets of Real Estate Success”.
- Co-author of the # 1 best selling commercial real estate investing book, “Commercial Real Estate Investing for Dummies”.
- Author of the # 1 Amazon Kindle best seller “Commercial Real Estate for Beginners”.
JOHN GALLAGHER, CCIM
TRI Property Management Services.
Commercial & Residential Property Management
2209 Plaza Dr.
Rocklin, CA 95765
John Gallagher, head of the Apartment Advisory Team, has successfully closed over $600 million dollars in multi-family investment transactions totaling more than 5,500 units. John has focused on the sale of multi-family properties in Northern California since 1989 having represented individual and institutional investors, partnerships, family trusts, syndicates, developers and lenders. His extensive background with lenders includes representation of JP Morgan Chase, United Commercial Bank, East West Bank, Cathay Bank, Citibank and in the 90’s, the RTC among numerous S&L’s as their Listing Agent responsible for the sale of REO apartment properties in the Sacramento area. He combines extensive market knowledge with transactional expertise in the pricing, marketing, negotiating and closing of each real estate transaction.
In addition to TRI’s Investment Brokerage, John Gallagher is President and a principal owner of TRI’s Property Management Division. Since 2000, TRI Property Management has grown to oversee 4.0 million square feet of commercial properties including retail, office, industrial, apartments and mobile home parks.
John holds an MBA from University of San Francisco and a BS from University of Montana. He is also a Certified Commercial Investment Manager (CCIM) and a Certified Property Manager (CPM). Consistently placing the objectives of his clients first, with the highest integrity, is testimony to his continued success.
San Antonio, Texas
Residential and Commercial Real Estate Firm. Services include brokerage, Commercial Sales, Commercial Leasing, Residential Sales, Residential Leasing, and Property Management Services
Our property management division evaluates each individual property to establish the most effective plan to oversee every aspect of your investment. Many of our properties have on-site managers that we screen, hire, train, and manage. Our team does all preventative maintenance, attends to work orders, collects rent, files insurance claims when necessary, markets the property, screens tenants, handles move-in and ensures tenant retention. Property managers routinely inspect property to detect upcoming maintenance functions and address them immediately. Our experienced professional staff is committed to meeting the needs of each individual property owner and designs the management plan to suit its overall goals. We stay abreast of technological as well as government code compliance changes to maintain your property with the highest standards in the market.
The leaf group
We oversee and monitor your assets as a third party consultant. We insure your best return on investments through comprehensive evaluation of financial and operational procedures. Our asset management consultant services partners with current management and focuses on the interest of the client. The Leaf Group will issue a trustworthy report to our client giving them a knowledge based view of their asset. The Leaf Group was established by its founders to build a superior real estate services company. We are recognized for our forward thinking and technology-based procedures.
We pursue relationships based on integrity, loyalty, and consistency which have delivered proven results in our performance. Since its inception, The Leaf Group has been a trusted and respected name in the marketplace. We provide exceptional opportunities for our clients to achieve positive experiences in real estate.
Our commitment to our core values and our entrepreneurial spirit lays the foundation for exceptional service.
The Leaf Group understands that tomorrows are earned and built today
Kim Lisa Taylor, Esq.
Securities Attorney at Syndication Attorneys, PLLC
Syndication Attorneys, PLLC University of Denver – Sturm College of Law
Saint Augustine, Florida
Kim Lisa Taylor is a California and Florida licensed attorney and founding attorney in the Corporate Securities law firm of Syndication Attorneys, PLLC. Additionally, she is a Florida real estate broker and Syndicator/ Entrepreneur. Her law firm sets up private placement offerings and syndications nationwide under federal law, and intrastate offerings in California and Florida.
She helps her clients with legal documents, structures, and entities for real estate transactions and small business startups; She frequently speaks in public forums on corporate securities laws.
Kim has written over 30 articles on various aspects of Syndication and Securities Laws. She has been a speaker at a number of seminars for nationally recognized real estate trainers including David Lindahl (REMentor.com), Rich Dad Education, Susan Lassiter-Lyons, Jason Schubert, IMN Crowdfunding Events, and Opal Family Office Conferences, real estate investment clubs, and nationwide radio talk shows. She has been a regular columnist in Personal Real Estate Investor Magazine and contributing author for Community Investor Magazine.
Gene Trowbridge, Esq, CCIM
Syndication & Crowdfunding Attorney; Partner, Trowbridge Sidoti LLP
ExceedCE, LLC Western State College of Law
Orange County, California Area
Gene Trowbridge is a California licensed attorney, real estate broker and author. He is the founding partner of the Corporate Securities law firm of Trowbridge Sidoti LLP. Prior to becoming an Attorney, he was a real estate syndicator.
He developed numerous mini-storage facilities using money from private investors. In addition to his law practice, Gene is a pre-eminent educator in the world of real estate and syndication. Gene has served as a senior CCIM instructor for a number of years and he has written a comprehensive book on real estate syndication entitled It’s a Whole new Business, which has sold over 4,000 copies.
Gene has conducted a number of highly regarded intensive workshops for real estate Syndicators, teaching them how to legally raise money from private investors. His Ultimate Crowdfunding Workshops teach investors, both new and seasoned, how to structure their investment companies, how to split money with investors, and how to legally solicit investors for private and Crowdfunding offerings.
Gene also has expertise in Tenant-In-Common or “TIC” offerings that allow investors to participate in 1031 exchanges and has written articles on this subject as well as numerous others on how to start and run a real estate syndication company. Gene and his partners provide securities offering documents and advice for seeking to do Regulation D Rule 506 Offerings, Crowdfunding Offerings, Regulation A Offerings, and Public Offerings.