ATTENTION BUSINESS OWNERS!
Discover the Path to Financial Freedom at
Commercial Real Estate Investors Association
(CREIA) Wealth Summit
ATTENTION BUSINESS OWNERS!
Discover the Path to Financial Freedom at
Commercial Real Estate Investors Association
(CREIA) Wealth Summit
General Ticket is for $97 FREE!
WATCH This FIRST!
JOIN US on a FREE 2-DAY Virtual Event for ALL Investors!
Discover Passive Income & Generational Wealth Through Real Estate Investing
JOIN US on a FREE 2-DAY Virtual Event for ALL Investors!
Discover Passive Income & Generational Wealth Through Real Estate Investing
LIVE: May 14th & 15th, 2025
LIVE: May 14th & 15th, 2025
MEET OUR EVENT SPEAKERS
MEET OUR EVENT SPEAKERS
Meet the Minds Driving This Virtual Summit
FRIDAY | 24TH JANUARY
Day 1 - Active Investing
10:00 AM - 10:10 AM EST
TIM MAI
Welcome - DAY 1
10:15 AM - 10:55 AM EST
Keynote Speaker
PAUL HUTCHINSON
Secrets of a $1B Fund Manager
11:00 AM - 11:30 AM EST
TIM MAI
Introduction to Real Estate Syndications,
Funds & Fund of Funds
11:35 AM - 12:05 PM EST
NATE DODSON, ESQ
How to Legally Raise Capital for Your Syndications
12:10 PM - 1:00 PM EST
BD DWEIK, ALEX KHOLODENKO,
JEREMY DYER, BEN FRASER
Fund Managers Panel
2:00 PM - 2:20 PM EST
FERNANDO ORNELAS
WITH PACIFIC DIRECT INDUSTRIES, INC.
How to Leverage Group Buys for Maximum Savings
and Increase Profits
2:25 PM - 2:55 PM EST
NOEL PARNELL
Underwrite Multifamily Like a Boss
3:00 - 3:30 PM EST
MICHAEL GUTHRIE
How to Raise Capital
3:35 PM - 4:05 PM EST
SANDHYA SESHADRI
Asset Management to Success
4:10 PM - 5:00 PM EST
AJIT KARANI, ETHAN KIRKEGAARD,
BRYANT APLASS, KEVIN CHOW, TAMEKA BRYANT
Diversified Real Estate Assets Panel
5:05 PM - 5:55 PM EST
BRIAN PLUMER, RACHEL COHEN,
TREVOR WALKER, PAUL GRAHAM
First Syndication Deal Success Panel
6:00 PM EST
ZOOM NETWORKING
FRIDAY | 24TH JANUARY
Day 1 - Passive Investing
10:00 AM - 10:10 AM EST
JENNIFER SEMIEN, CPA
Welcome - DAY 1
10:15 AM - 10:55 AM EST
DR. HOA NGUYEN
Success Secrets of a Passive Investor
11:00 AM - 11:30 AM EST
JENNIFER SEMIEN, CPA
Tax Advantages of Real Estate Investing
(1031 exch, REPS)
11:35 AM - 12:05 PM EST
DR. JOSH COCHRAN
Benefits of Passive Investing: Passive Income,
Cash Flow, Appreciation, Diversification
12:10 PM - 1:00 PM EST
LEA RODRIGUEZ, KYRA SAM,
BETH UNDERHILL, IAN DREW
Evaluating Risk Across Different Asset Classes:
What Passive Investors Should Know
(RAL, BTR, Multifamily, Self Storage, Student Housing)
2:00 PM - 2:20 PM EST
IRA CLUB
-
2:25 PM - 2:55 PM EST
SAM MORRIS
Introduction to Self Storage
3:00 - 3:30 PM EST
JC HEARN
Understanding Cash Flow vs. Appreciation in Real Estate
3:35 PM - 4:05 PM EST
ZACH HAPTONSTALL
Introduction to Multifamily Syndications
4:10 PM - 5:00 PM EST
SHIRLEY XU, YAN ZHANG, IRENE ZHANG,
SOPHIE NGUYEN, KARISHMA ISMAIL
Asians in Real Estate
5:05 PM EST
TREVOR THOMPSON, MAI DUONG,
ANGEL RENEE, DMITRY STEINSAPIR
The Good, The Bad, The Ugly Deal Case Studies
ZOOM NETWORKING
SATURDAY | 25TH JANUARY
Day 2 - Active Investing
10:00 AM - 10:10 AM EST
TIM MAI
Welcome - DAY 2
10:10 AM - 10:55 AM EST
BRAD SUMROK
State of the Market - MF & CRE in 2025
11:00 AM - 11:30 AM EST
MICHAEL BAILEY & SHAHRIAR KHAN
Introduction to MF/CRE Acquisition
Massive Capital
11:35 AM - 12:05 PM EST
-
-
12:10 PM - 1:00 PM EST
PERCY NIKORA, AMY SYVIS,
DAN PIERSON
How to Raise Capital From Strangers
2:00 PM - 2:20 PM EST
ANTON MATTLI
WITH PEAK FINANCING
-
2:25 PM - 2:10 PM EST
PRASHANT KUMAR
Assisted Living Facilities
3:00 PM - 3:30 PM EST
ISABELLE GUARINO
The Income Potential of Residential Assisted Living
3:35 PM - 4:05 PM EST
ALEX LOVE LI
Community Centered Real Estate Investing
4:10 PM - 5:00 PM EST
GARRISON GILBERT, BRETT HADLEY,
SANJAY HEGDE
Secrets to Their Successful Syndications
5:05 PM - 5:55 PM EST
MOTHUSI & MUNA PHOMETSI, DENNIS RICHMOND,
MICKEY PATTERSON, VINCENT LENTINO
Land Development Panel
6:00 PM EST
ZOOM NETWORKING
SATURDAY | 25TH JANUARY
Day 2 - Passive Investing
10:00 AM - 10:10 AM EST
JENNIFER SEMIEN, CPA
Welcome - DAY 2
10:10 AM - 10:55 AM EST
MAURICIO RAULD
Asset Protection
11:00 AM - 11:30 AM EST
SHIRLEY XU
Evaluating Deals
11:35 AM - 12:05 PM EST
JON DE LOS REYES
Evaluating Sponsors
12:10 PM - 1:00 PM EST
BRIAN ALFARO
Case Study and Property Tour
2:00 PM - 2:20 PM EST
JEDIDIAH WICK
WITH NEXXESS
-
2:25 PM - 2:10 PM EST
NATE HARE - DIRECTED IRA
Investing in Real Estate Using Retirement Funds
3:00 PM - 3:30 PM EST
JEFF CICHOCKI
Private Money Lending
3:35 PM - 4:05 PM EST
MARIA ZONDERVAN
Benefits of Working With Professional Fund Managers
and Capital Allocators
4:10 PM - 5:00 PM EST
DR. ERIN HUDSON, DR. YINKA HOLT
DR. EMILY LETRAN, DR. LINDSEY DUGUET
Doctors in Real Estate
5:05 PM - 5:55 PM EST
ANGELA SPORT, MIGENA AGARAJ,
BROOKE CEBALLOS-PINERO, CECILIA COSSIO
Women in Real Estate
6:00 PM EST
ZOOM NETWORKING
CREIA WEALTH VIRTUAL SUMMIT for BUSINESS OWNERS
AGENDA
CENTRAL Time
DAY 1
9:00 AM to 9:10 AM - WELCOME
9:10 AM to 9:45 AM - BRAD SUMROK
Is Now the Time to Invest? Why Today’s Market
Favors Passive Investors
9:45 AM to 10:20 AM - BRITTANY SHULMAN & BRYANT APLASS
What is Your Why? Defining investment goals and risk tolerance
10:20 AM to 10:55 AM - MICHAEL GUTHRIE
Understanding Commercial Real Estate Syndications How business owners can invest passively without dealing with tenants or management
10:55 AM to 11:50 AM - PANEL DISCUSSION
KYRA SAM, LEA RODRIGUEZ, AJIT KARANI, & RYAN DUMAS
Choosing the Right Passive Investment for You Multifamily,
Self-Storage, Mobile Home Parks, Assisted Living, and Hotels
which is right for you?
11:50 AM to 12:05 PM - SPONSOR
FUND & GROW - ARI PAGE
12:05 PM to 1:00 PM - LUNCH
1:10 PM to 1:45 PM - SCOTT MEYERS
Why Business Owners Should Invest in Commercial Real Estate Turning active income into passive income
1:45 PM to 2:20 PM - DUSTIN MILES
What Are They Really Saying?
How to Decode Multifamily Pitch Decks
2:20 PM to 2:55 PM - RODD DEXHEIMER
How to Choose the Right Sponsor & Investment Opportunity Questions to ask before investing
2:55 PM to 3:30 PM - JENNIFER SEMIEN, CPA
Pay Zero Taxes: How Passive Investors Use Real Estate to
Keep More of Their Wealth
3:30 PM to 4:05 PM -MARIA ZONDERVAN
Private Lending Made Easy: How Smart Business Owners Are Creating Predictable Monthly Income Through Real Estate Lending.
4:05 PM to 5:00 PM - PANEL DISCUSSION
SHIRLEY XU, JC HEARN, MARIA ZONDERVAN,
& ANJOU MARITNEZ
Benefits of Investing via a Fund Manager, Capital Allocator,
or Real Estate Investment Advisor
5:00 PM to 6:00 PM - Networking
CENTRAL Time
DAY 2
9:00 AM to 9:10 AM - WELCOME
9:10 AM to 9:45 AM - MATT FAIRCLOTH
The Case for Multifamily: What Sets Apartments Apart in
Commercial Real Estate
9:45 AM to 10:20 AM - MARIA ZONDERVAN
How to Select Your First Passive Investment:
5 Things You Must Get Right
10:20 AM to 10:55 AM - BETH UNDERHILL
Why Business Owners Are Built for Passive Investing
and How Infinite Banking Makes It Even Smarter
10:55 AM to 11:50 AM - TIM BRATZ
Case Study: Turning a Nightmare Property into a
Profitable Jewel for Investors
11:50 AM to 12:05 PM - SPONSOR Chris Shockowitz
Exit Strategies for Business Owners
12:05 PM to 1:00 PM - LUNCH
1:00 PM to 1:45 PM - PANEL DISCUSSION
DON ZONDERVAN, DR. JAIME GONZALES, & MICHAEL GUTHRIE
Lessons from Business Owners Who Built & Protected Their Wealth What business owners wish they knew earlier about
wealth preservation
1:45 PM to 2:20 PM - SCOTT MCGRATH
How Business Owners Can Use Rockefeller Type Trusts to
Protect their Businesses and Shelter themselves from Taxes
2:20 PM to 2:55 PM - MANDY DRYSDALE, IRA Club
Harnessing the Power of a Self-Directed IRA.
2:55 PM to 3:30 PM - JENNIFER SEMIEN, CPA
7 Tax Loopholes Every Business Owner Should Be Using
3:30 PM to 4:05 PM -Audience Q&A
4:05 PM to 5:00 PM - PANEL
TAMEKA BRYANT, BRIAN PLUMER, ANGELA SPORT,
& NATE LAMBERT
Scaling from First Investment to Financial Freedom How real estate can provide time and financial freedom for busy business owners
5:00 PM to 6:00 PM - Networking
CREIA WEALTH VIRTUAL SUMMIT for business owners
AGENDA
CENTRAL Time
DAY 1
9:00 AM to 9:10 AM - WELCOME
9:10 AM to 9:45 AM - BRAD SUMROK
Is Now the Time to Invest? Why Today’s Market
Favors Passive Investors
9:45 AM to 10:20 AM - BRITTANY SHULMAN & BRYANT APLASS
What is Your Why? Defining investment goals and risk tolerance
10:20 AM to 10:55 AM - MICHAEL GUTHRIE
Understanding Commercial Real Estate Syndications How business owners can invest passively without dealing with tenants or management
10:55 AM to 11:50 AM - PANEL DISCUSSION
KYRA SAM, LEA RODRIGUEZ, AJIT KARANI,
& RYAN DUMAS
Choosing the Right Passive Investment for You Multifamily,
Self-Storage, Mobile Home Parks, Assisted Living, and Hotels - which is right for you?
11:50 AM to 12:05 PM - SPONSOR
FUND & GROW - ARI PAGE
12:05 PM to 1:00 PM - LUNCH
1:10 PM to 1:45 PM - SCOTT MEYERS
Why Business Owners Should Invest in Commercial Real Estate Turning active income into passive income
1:45 PM to 2:20 PM - DUSTIN MILES
What Are They Really Saying?
How to Decode Multifamily Pitch Decks
2:20 PM to 2:55 PM - RODD DEXHEIMER
How to Choose the Right Sponsor & Investment Opportunity Questions to ask before investing
2:55 PM to 3:30 PM - JENNIFER SEMIEN, CPA
Pay Zero Taxes: How Passive Investors Use Real Estate to
Keep More of Their Wealth
3:30 PM to 4:05 PM -MARIA ZONDERVAN
Private Lending Made Easy: How Smart Business Owners Are Creating Predictable Monthly Income Through Real Estate Lending.
4:05 PM to 5:00 PM - PANEL DISCUSSION
SHIRLEY XU, JC HEARN, MARIA ZONDERVAN,
& ANJOU MARITNEZ
Benefits of Investing via a Fund Manager, Capital Allocator, or Real Estate Investment Advisor
5:00 PM to 6:00 PM - NETWORKING
CENTRAL Time
DAY 2
9:00 AM to 9:10 AM - WELCOME
9:10 AM to 9:45 AM - MATT FAIRCLOTH
The Case for Multifamily: What Sets Apartments Apart
in Commercial Real Estate
9:45 AM to 10:20 AM - MARIA ZONDERVAN
How to Select Your First Passive Investment:
5 Things You Must Get Right
10:20 AM to 10:55 AM - BETH UNDERHILL
Why Business Owners Are Built for Passive Investing
and How Infinite Banking Makes It Even Smarter
10:55 AM to 11:50 AM - TIM BRATZ
Case Study: Turning a Nightmare Property into a
Profitable Jewel for Investors
11:50 AM to 12:05 PM - SPONSOR Chris Shockowitz
Exit Strategies for Business Owners
12:05 PM to 1:00 PM - LUNCH
1:00 PM to 1:45 PM - PANEL DISCUSSION
DON ZONDERVAN, DR. JAIME GONZALES,
& MICHAEL GUTHRIE
Lessons from Business Owners Who Built & Protected Their Wealth What business owners wish they knew earlier about wealth preservation
1:45 PM to 2:20 PM - SCOTT MCGRATH
How Business Owners Can Use Rockefeller
Type Trusts to Protect their Businesses and
Shelter themselves from Taxes
2:20 PM to 2:55 PM - MANDY DRYSDALE, IRA Club
Harnessing the Power of a Self-Directed IRA.
2:55 PM to 3:30 PM - JENNIFER SEMIEN, CPA
7 Tax Loopholes Every Business Owner Should Be Using
3:30 PM to 4:05 PM -Audience Q&A
4:05 PM to 5:00 PM - PANEL DISCUSSION
TAMEKA BRYANT, BRIAN PLUMER, ANGELA SPORT,
& NATE LAMBERT
Scaling from First Investment to Financial Freedom How real estate can provide time and financial freedom for busy business owners
5:00 PM to 6:00 PM - NETWORKING
WHY SHOULD YOU ATTEND OUR SUMMIT
Meet & Mastermind
Meet and Mastermind with the nation's top investors on what's working best now for smart investing.
Passive Investing 101
Discover the best tips for how to get started as a smart investor.
2025 Market Outlook
Learn where the market is heading and how to position yourself to take advantage of it.
Cash Flow Assets
Discover the real estate asset types that are best for consistent cash flow and smart income.
Equity Growth Assets
Discover the real estate asset types that are best for exponential generational wealth.
Investing with IRAs and Trusts
Discover the tax loopholes of the ultra rich that allows you to pay little to no taxes.
COMES WITH...
GENERAL Ticket $97 FREE
Access to all sessions live on January 24th & 25th
Access to Dedicated Facebook Group
Networking with other event attendees
Access to all session recordings for 7 days after the summit
VIP Ticket $297 $97
All the features of General Admission PLUS
Lifetime access to the event recordings of all sessions
Networking Breakout with Speakers and other VIPs
VIP Background Banner for Zoom Calls
ABOUT THE CREIA WEALTH SUMMIT FOR BUSINESS OWNERS
ABOUT THE CREIA WEALTH SUMMIT FOR BUSINESS OWNERS
On May 14th & 15th, 2025, join us online for the inaugural Commercial Real Estate Investors Association Wealth Summit for Business Owners —the industry’s first and largest virtual event created by CREIA for dedicated investors.
Whether you’re just starting to explore the right real estate investment strategy or you’re a seasoned investor aiming to elevate your game, this event is tailored for you.
This 2-day live virtual summit (each day from 7AM PST / 9AM CST / 10AM EST) will be packed with inspiration and wisdom from some of America’s brightest commercial real estate investors. You’ll uncover diverse asset types, innovative strategies, and the latest market trends, all while networking with fellow investors who share your passion.
We believe in the power of role models, community and sharing. Join us and let’s all rise together!
OUR MISSION
At CREIA, we are committed to creating a safe, inclusive, and accessible community for both active and passive investors. Our mission is to empower you with the education, resources, and networking opportunities necessary to navigate the commercial real estate landscape confidently.
OUR VISION
We envision a premier national platform where commercial real estate investors come together to learn, grow, and conduct business in a transparent and secure marketplace. By democratizing access to investment opportunities, we aim to elevate industry standards and ensure that all investors can make informed decisions.
Join us at the CREIA Virtual Summit and harness the power of community, collaboration, and shared knowledge. Together, let’s rise to new heights in the world of commercial real estate!
MEET OUR SPONSORS!
MEET OUR SPONSORS!
FAQ
FAQ
What time will the event start and end?
The event will be on May 14th & 15th, 2025, each day starts at 7am PDT / 10am EDT and ending at 3pm PDT / 6pm EDT
Will we know the agenda in advance?
Yes, the final agenda will be shared on this page 1 week before the event. Stay tuned.
How do I access the event?
Once you sign up for the event, you’ll be invited to join our Facebook group dedicated for this event where you can watch the live stream. And we’ll send you an email before the day of the event with the zoom link so that you can join the virtual networking breakout session. Note the the zoom seat capacity is limited, so first come first serve.
Will it be recorded?
Yes, we’ll record all the event sessions. Everyone will have free access to the recordings for 7 days after the event. If you want lifetime access to the recordings, you can have them by simply upgrading to the VIP ticket.