Resources of Real Estate
Investment Properties

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Weekly lunch & learn syndication

Real Estate Syndication 101: Introduction to Syndication Webinar Recording

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Join us on Wednesday, August 28 @ 12 PM PST for our lunchtime webinar with Neil Wahlgren, President of Wilson Investment Properties. This bitesize webinar will present several minutes of easily digestible information with a few minutes of Q&A to follow. Webinar to start at 12pm sharp. Neil will be explaining and answering questions on the basics of real estate syndication. The webinar will focus on topics including partnership and legal structures, as well as the roles of general and limited partners.

Weekly lunch & learn syndication

Real Estate Syndication 101: Introduction to Syndication Slides

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Join us on Wednesday, August 28 @ 12 PM PST for our lunchtime webinar with Neil Wahlgren, President of Wilson Investment Properties. This bitesize webinar will present several minutes of easily digestible information with a few minutes of Q&A to follow. Webinar to start at 12 pm sharp. Neil will be explaining and answering questions on the basics of real estate syndication. The webinar will focus on topics including partnership and legal structures, as well as the roles of general and limited partners.

Different ways to structure group investments

Different Ways To Structure Group Investments Webinar Recording

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Join us on Wednesday, July 24 @ 12 PM PST for our lunchtime webinar with Neil Wahlgren, President of Wilson Investment Properties. This bitesize webinar will present 7 minutes of easily digestible information with 8 minutes of Q&A to follow. Webinar to start at 12 pm sharp. Although Wilson Investment Properties' deals are structured as SEC Regulation D, rule 506 B, and C syndications, there are so many ways to structure group investments, including JV, GP/LP, Partnership, TICs, and investor LLCs. You will learn: - The different ways to structure group investments - The pros and cons of single vs. co-sponsor deals - Why and how Wilson Investment Properties structures our deals.

Different ways to structure group investments

Different Ways To Structure Group Investments Slides

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Join us on Wednesday, July 24 @ 12 PM PST for our lunchtime webinar with Neil Wahlgren, President of Wilson Investment Properties. This bitesize webinar will present 7 minutes of easily digestible information with 8 minutes of Q&A to follow. Webinar to start at 12pm sharp. Although Wilson Investment Properties' deals are structured as SEC Regulation D, rule 506 B and C syndications, there are so many ways to structure group investments, including JV, GP/LP, Partnership, TICs, and investor LLCs. You will learn: - The different ways to structure group investments - Pros and cons of single vs. co-sponsor deals - Why and how Wilson Investment Properties structures our deals

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Understanding Preferred and Waterfall Returns

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Join us on Monday, June 24 @ 12 PM PST for our lunchtime webinar with Neil Wahlgren, President of Wilson Investment Properties. This bitesize webinar will present 7 minutes of easily digestible information with 8 minutes of Q&A to follow. Webinar to start at 12pm sharp. Neil is responsible for acquiring and structuring our deals, and he will be addressing the frequently asked question of how to understand preferred and waterfall returns.

Government Leases

Government Leases & Tenants

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All expansions end...and we think this one will soon, which is we are being very prudent in our selection of recession resilient tenants, especially for single-tenant properties. On last week's webinar, we talked about the benefits of having strong track record tenants with long term NNN leases in place. This week, we want to highlight a special type of tenant that we find especially resilient in any market: government tenants. Here's why: 1. They tend to be very long term tenants 2. They reliably pay on time However, not all government leases are created equal, and they can differ quite a lot from traditional credit tenant leases, so it's important to have a thorough understanding about government leases when doing your due diligence. Join Rita Meehan, Director of Investor Relations at Wilson Investment Properties, on our upcoming lunchtime webinar on June 10, where she will discuss what we believe to be one of the most recession resilient commercial real estate strategies: government leases and tenants!

2019_6_3_SD IRA Webinar

2019_6_3_SD IRA Webinar

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Wilson Investment Properties presents our "lunch and learn" webinar series in partnership with Kaaren Hall, President of uDirect IRA. If you are new to or thinking of opening a self-directed IRA account to invest in alternative assets, such as real estate, then this webinar is for you! Despite being in the midst of a recession and mortgage market collapse, Kaaren Hall founded and made a resounding success of uDirect IRA Services. The single mom discovered a strategic way to put her 20+ years in mortgage banking, real estate and property management to use. The solution was an untapped market for both her skills and for investors – self-directed IRAs. Because self-directed IRAs can have a dramatic impact on retirees’ quality of life, Hall brings her full passion to educating Americans about the little-known investment vehicle. She has educated tens-of-thousands of investors and professionals on how to build wealth by taking control of self-directed IRAs. She says, “Financial literacy is not taught in schools, but our future depends on understanding it. Only about 4% of U.S. investors have a self-directed IRA. Why? Because most investors and many advisors simply aren’t aware of it.” Prior to her years at Bank of America, Indymac Bank and Hall’s own mortgage brokerage experience, she was an on-air news and traffic reporter and radio host. Now Hall broadcasts how to invest IRAs in real estate, land, startups and more. She takes pleasure in demystifying the subject via webinars, YouTube videos, live events, social media and her free weekly newsletter. Through uDirect IRA, she has guided thousands of Americans through the process of diversifying their investments using self-directed IRAs. Learn more about Hall and her thriving company at uDirectIRA.com

Single

Single Tenant Absolute NNN Industrial

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This bitesize webinar will present 7 minutes of easily digestible information with 8 minutes of Q&A to follow.

2019_4 Snowball Presentation

2019_4 Snowball Presentation

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Multifamily and Commercial properties can increase your RE returns with less work. Syndications can enable you to invest & own Multifamily & Commercial properties with less risk, work, and capital.

HOW TO

HOW TO prosper in a challenging market with commercial real estate

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AREA

AREA Presentation on Commercial Real Estate Investing

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Neil Wahlgren, President of Wilson Investment Properties, present at AREA on investing in commercial real estate and gives an overview on how syndications work.

Basics

Basics of Commercial Real Estate

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Join us for our lunchtime webinar with Neil Wahlgren, President of Wilson Investment Properties. This bitesize webinar will present 7 minutes of easily digestible information with 8 minutes of Q&A to follow. Webinar to start at 12pm sharp. Neil will cover: - The fundamental differences between residential and commercial real estate - Basic CRE terminology (cap rate, NOI, IRR...) - An overview of the different asset types of CRE (multifamily, office, industrial, retail, hospitality, development)

Advantages of Primary

Advantages of Primary, Secondary, and Tertiary Markets

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Join us for our lunchtime webinar with Neil Wahlgren, COO at Wilson Investment Properties, who is responsible for our company's acquisitions. This bitesize webinar will present 7 minutes of easily digestible information with 8 minutes of Q&A to follow. What constitutes a better market depends on a number of factors. For example, assets like multifamily, office, and retail are heavily dependent on population growth metros with good infrastructure. That's why hedge fund and REITs like to buy Class A product in primary metros - it's lower risk...but also lower reward. Conversely, investing in tertiary markets are higher risk...but potentially also higher reward. Of course, the best scenario is when we can acquire an undervalued asset in a primary metro. Other assets like industrial depend more on accessibility to highways for distribution. Population is less of a consideration, especially since many industrial properties are increasingly automated and require less human input. Join Neil to learn about the benefits of investing in Primary, Secondary, and Tertiary markets.

Industrial

Industrial Lunchtime Webinar

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Rita shares from her 2 decades of commercial brokerage experience on: *Why buy industrial in today's market *What to look for when evaluating an industrial deal *Pitfalls to avoid when buying industrial

Sourcing

Sourcing a Deal - Lunch and Learn Webinar

Sourcing a Deal - Lunch and Learn Webinar

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Neil Wahlgren, COO of Wilson Investment Properties, who manages and oversees the company's acquisitions, will cover how our company sources its deals with: * Partners - track record, expertise, history * Property and Submarket - Fundamentals, risk/returns, asset class * Investor Appetite - Customer analysis, Cash flow vs value-add, stabilized vs lease up

2018

2018.10.4 SJREI Market Update

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Going Outside Your Comfort Zone Commercial & Multifamily Real Estate with as Little as $50k

2018.7

2018.7.10 Bay Area Private Money Presentation

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2018.22

2018.22.05 CCIM Presentation

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Tom Wilson presents to the NorCal CCIM on Commercial & Multifamily Syndication Investing

2018.05

2018.05.03 SJREI Market Update

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2018.03

2018.03.08 OCREIA Presentation

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SJREI 2018.3

SJREI 2018.3.1 Market Update

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Realty 411 Expo

Realty 411 Expo Santa Clara 2018.02.10 Slides

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RE411 Expo Santa Clara Multifamily, Commercial & Syndication Investing February 10, 2018

SJREI 2018.2

SJREI 2018.2.1 Market Update

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SJREI 2018.1.

SJREI 2018.1.8 Market Update PDF

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Tom

Tom speaks at SBREIA

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Tom speaks to How to Move Up to the Big Leagues with Multifamily and Commercial Syndication investing.

The Pillars

The Pillars of Commercial & Multifam Due Diligence

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Mike Priolo presents from his 10 years of commercial brokerage experience on the necessary steps to perform comprehensive due diligence when vetting commercial & multifamily properties at the Realty 411 Expo in Santa Barbara.

BAWB 2017.11

BAWB 2017.11.16 Market Update

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Dr. Doug

Dr. Doug Duncan SJREI Presentation

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Here are the slides for Dr. Doug Duncan, Chief Economist of Fannie Mae from SJREI November 2017

SJREI

SJREI Market Update 2017.11.2

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Tom K Wilson gives monthly market update in junction with Dr. Doug Duncan, chief economist of Fannie Mae.

Due Diligence

SJREI Due Diligence Presentation, 2017.10.5

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Tom presents the on the critical checklist investors should have before purchasing real estate

2017.10

SJREI Market Update 2017.10.5

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Jennifer Zhang gives monthly market update

2017.9

BAWB 2017.9.21 Market Update

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2017.9.14

SJREI Market Update 2017.9.14

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Tom Wilson presents monthly market update at SJREI

2017.9.7

Plano Parkway Investor Update Slides 2017.9.7

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Here are the slides for Tom and Steve's Plano Parkway Business Center Investor Update webinar.

Plano Parkway

Plano Parkway Investor Update Webinar

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Tom and Steve give an update to Plano Parkway Investors

2017.Aug

SJREI Market Update 2017.Aug

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Tom covers news and trends in the real estate market and national economy.

Syndications

Realty 411 - Commercial and Multifamily Syndications

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Tom speaks at Realty 411 on investing in commercial and multifamily syndications

2017.7.13

SJREI MARKET UPDATE 2017.7.13

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Tom covers news and trends in the real estate market and national economy

2017.6.8

SJREI Market Update 2017.6.8

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Tom covers news and trends in the real estate market and national economy.

2017.5.6

SJREI WIP Workshop 2017.5.6

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Tom covers the Essentials of Multifamily and Commercial Investing.

2017.5.4

SJREI Market Update 2017.5.4

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2017.3.16

BAWB 2017.3.16

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Tom K Wilson is BAWB's March 2017 keynote speaker on "Why you need to Understand Multi Family & Commercial Income Property Investments"

2017.3.2

2017.3.2 Market Update

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Jennifer covers news and trends in the real estate market, with focus on decreasing single family housing affordability.

411

Pleasanton Realty 411 Expo Presentation

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Neil presents at the Realty 411 Expo in Pleasanton about Wilson Investment Properties' offerings, with emphasis on syndications

Essentials

Essentials of Real Estate Investing

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Tom speaks to Financial Planning Association of Silicon Valley about adding real estate to client portfolios

22

2017.2.2 Market Update

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NorCal

NorCal REIA 2017.1.4 - Planning your Business for Success

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2017.1.12

2017.1.12 Market Update

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Tom's January market update covers the new increase in interest rates, trends in the real estate market, and more.

Fannie

Fannie Mae Non-Owner Occupant Loans Presentation

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Tom represents the investment community's SFH loan needs at Fannie Mae

December 2016

December 2016 Market Update

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December 2016 Market Update - Tom Wilson talks about the effect the election has on the real estate and financial markets

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2016.11.4 Market Update

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November SJREI Market Update

10.6

2016.10.6 Market Update

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October SJREI Market Update - Tom explores housing trends, economic warning signs, and market data backed conclusions

2016.9

2016.9.10 Workshop Presentation Deck

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All-Day Workshop Slides for Multifam & Commercial

9.8

2016.9.8 Market Update

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Jane Robinson on RE news, events

Multifamily

Multifamily & Commercial SJREI Presentation

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Monthly SJREI Meeting featured hosts Tom Wilson & Steve Fithian present

DFW

DFW, Amarillo, San Antonio, & Houston Data

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Detailed data comparisons of unemployment, housing, real estate, economies in Texas Metros

Western

Western Crossing Retail Center Video

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Official Video Promo of Western Crossing, Amarillo, and anchor tenants

16.1.14

2016.1.14 Market Update

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SJREI - Interest Rates, Housing Market, Chinese market forces

16.5.12

2016.5.12 Market Update

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SJREI -- Doug Duncan, Summit at Sea

16.6.9

2016.6.9 Market Update

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SJREI Update - Jobs Report, Consumer Spending

16.8.4

2016.8.4 Market Update

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SJREI Presentation

RE411 Pleasanton

RE411 Pleasanton Expo Presentation

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July 2016, Focus on Multi-Fam and Commercial

2016.7.13

2016.7.13 Market Update

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NorCal REI -- Home Sales Drop, Refinancing Bubble Delinquincies

Multi-Fam

Multi-Fam & Commercial Basics

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SJREI presentation on basics of Multi-Fam and Commercial Investing

Lessons

Lessons Learned from a Seasoned Investor

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First hand experience and chronicles of how to succeed in RE investment

E-Commerce

E-Commerce Impact of Western Crossing

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Detailed look on the finances of retail and tenants of Western Crossing Syndication

Glossary

Glossary of Commercial Real Estate Terms

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List and definitions of Commercial Real Estate Terms

Guide

Guide to Real Estate Syndications

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Comprehensive guide to structuring, layout, and varieties of real estate syndication investments

Wilson

Wilson Investment Properties Flip Book

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Overview of Texas Properties