(In order of appearance)
Omar did everything right. After immigrating to the US 43 years ago with only $1,800 in his pocket, he worked through school, earned a degree in Civil Engineering followed by an MBA, started a grocery store, bought the retail strip mall, and by 1997 he supposedly retired. He started buying residential properties including large multi-family apartment complexes in the San Francisco Bay Area. He eventually had $30 Million in property. He sold everything and invested in two remote strip malls in early 2007 at the age of 65. He followed the advice of his broker and his attorney. He lost everything. He shares generously what he learned in hopes others will learn from his blind spots.
Dan Sight, CCIM, SIOR
Chair, NAR Commercial
Dan Sight is who the National Association of Realtors trusts to manage its portfolio of real estate. Dan bought his first retail strip mall at the age of 25 in the year 1985.
B.K. Allen, CCIM
B.K. Allen is a past national president of CCIM and currently serves as its CEO. CCIM is the professional designation for commercial investment real estate.
National Multi-family Housing Council
Douglas serves as the national president for the NMHC.
Doug Orchard, MLS
Revenue Reserve, LLC.
Mr. Orchard is a filmmaker and expert researcher. He followed hundreds of CRE portfolio owners since 2009. Mr. Orchard observed first hand how many professionals unintentionally give poor advice due to their lack of understanding of the entire investor problem, and he saw many investors harmed as a consequence. He focused his interview questions to learn how the experts in this film protect and enhance wealth. The film reviews three key areas to protect wealth when things go wrong: (1) the unwritten rules of real estate, (2) the role of revenue reserve to protect an investment and (3) sheltering wealth through real asset protection.
John M. Kehriotis
JMK Investments, Inc.
“The Man Who Saved Sacramento” according to the Sacramento Bee Newspaper. John started his career with a credit card while in college at San Jose State and has become one of the most successful private investors in America. His investments include 2,800 multi-family units in Sacramento, retail, hotels, golf courses, and has interests in banks and even the Sacramento Kings and the arena.
Spieker Companies, Inc.
Tod was told by J.P. Morgan Chase that he is the largest commercial property borrower in the country. He owns 1% of the multi-family properties in Silicon Valley.
John Kehriotis says Les Workman is one of the most successful investors he knows. Les is in his late 80’s and still starts work at 7:30am and works until 8:30pm and takes a 90 minute lunch with his wife each day. A child of the Great Depression, his family relocated from Chicago to Denver when his father lost his job during the Great Depression, and his mother invested in real estate. He started working in real estate at age 16. He has never had a major problem he had to recoup from due to his conservative nature. Along the way he became Mr. Colorado and Mr. Utah in body building, and was a parter with Jack LaLanne in 165 gyms in the 1960’s. He invests in multi-family properties, banks, and recently invested in the Sonics in the Bay Area.
Jay de Miranda
Jay built a very successful property management company, managing thousands of units including his own portfolio. He sold his property management company in the late 1990’s and still manages his properties today. He is an icon investor in Southern California.
Lori Burger, CPM, PCAM, CCAM, CAM
IREM (Institute of Real Estate Management)
Lori is the national president (2015) of the Institute of Real Estate Management and she is also a Senior Vice President and Director of Eugene Burger Management Corporation (EBMC), AMO, headquartered in Rohnert Park, CA, whose portfolio consists of more than 6,500 residential units, 20,000 association homes, and 2 million square feet of commercial retail, office and industrial space.
Linda Rutledge, CPM
Laughton Properties, Inc.
Linda is a no nonsense property manager who says it like it is. Her vast professional experience includes training other professionals for IREM.
National Association of Realtors®
Steve serves as the national president of the National Association of Realtors.
Eric A. Cioppa
Bureau of Insurance, Maine
Mr. Cioppa is the “Insurance Commissioner” of Maine and serves many leadership roles with the National Association of Insurance Commissioners (NAIC). The NAIC recommended Mr. Cioppa for this film.
Bradley B. Beaman
Douglass Lodmell, J.D., LL.M.
Lodmell & Lodmell, PC
According to Sean Reeves, legal counsel for the leading trustee in the world, Douglass Lodmell has referred more International Asset Protection cases than any other attorney worldwide.
Patricia Donlevy-Rosen, J.D.
Donlevy-Rosen & Rosen, P.A.
According to Sean Reeves, legal counsel for the leading trustee in the world, Patricia Donlevy-Rosen has handled more equity stripping projects than any other attorney worldwide. (You’ll have to watch this film to understand why this is relevant). She wrote a treatise for RIA looking at which jurisdictions are strongest for asset protection.
Howard Rosen, J.D., CPA
Donlevy-Rosen & Rosen, P.A.
Howard and Douglass Lodmell are competitors in the Asset Protection Space. They are the “Coke and Pepsi” of the industry.
Attorney at Law
Mr. Reeves is the legal counsel for Southpac Trust, which is the leading International trustee in the world.