We understand that circumstances may still change and that you might find yourself unable to attend the conference. In the event that this happens and you need to cancel your ticket, the following policy applies:
Cancellation and Refund:
You may request to cancel your ticket for a full refund up to 90 days before the conference date. Cancellation requests made within 90 days of the event date may not receive a refund but have the option to transfer the ticket to a friend or to a future conference. See Ticket Transfer below.
Ticket Transfer:
You may wish to transfer your ticket to someone else or to a future MFIN conference, up to 2 weeks before the conference date.
The Multifamily Investor Network Conference (MFIN) is a one-day, no-sales pitch event for multifamily investors, syndicators, and multifamily vendors. The MFIN Conference is packed with high-caliber speakers, workshops, and networking opportunities that will help you succeed as a multifamily investor.
We bring together people who are serious about building wealth through income-producing real estate. At the MFIN Conference, you will network with leading multifamily investors and operators in the industry, build connections, and learn from experts to identify tricks and strategies to take your real estate investments to new heights! You will walk away with strategies for maximizing your return on investment and minimizing risk--all while building strategic relationships with like-minded individuals.
Don't miss the opportunity to connect with high-caliber multifamily investors from around the United States and learn from leading real estate industry experts!
The Multifamily Investor Network Conference (MFIN) is a one-day, no-sales pitch event for multifamily investors, syndicators, and multifamily vendors. The MFIN Conference is packed with high-caliber speakers, workshops, and networking opportunities that will help you succeed as a multifamily investor.
We bring together people who are serious about building wealth through income-producing real estate. At the MFIN Conference, you will network with leading multifamily investors and operators in the industry, build connections, and learn from experts to identify tricks and strategies to take your real estate investments to new heights! You will walk away with strategies for maximizing your return on investment and minimizing risk--all while building strategic relationships with like-minded individuals.
Don't miss the opportunity to connect with high-caliber multifamily investors from around the United States and learn from leading real estate industry experts!
Join us at The Westin Memorial City, a premier hotel situated in the heart of Houston's vibrant Energy Corridor. With its prime location, you'll have effortless access to all the popular hot spots that Houston has to offer. Plus, enjoy the added convenience of a quick 15-25 minute commute to nearby airports.
Get exclusive discounts on accommodations when you book through the link below!
Join us at The Westin Memorial City, a premier hotel situated in the heart of Houston's vibrant Energy Corridor. With its prime location, you'll have effortless access to all the popular hot spots that Houston has to offer. Plus, enjoy the added convenience of a quick 15-25 minute commute to nearby airports.
MFIN CONFERENCE • FEBRUARY 1ST, 2025 • HOUSTON, TX
Note: Please keep in mind that the event schedule is subject to change as we work to line up speakers, panels, and breakout sessions that will bring our attendees the most value.
Tom Wheelwright is a CPA, CEO of WealthAbility (Tempe, Arizona) and Best-Selling Author of Tax-Free Wealth. Wheelwright is a leading wealth and tax expert, global speaker, and Entrepreneur Magazine Contributor.
As a Rich Dad Advisor to Robert Kiyosaki (Rich Dad Poor Dad), Tom frequently speaks at conferences worldwide to entrepreneurs on these topics. His work has been featured in The Wall Street Journal, Washington Post, Forbes, Accounting Today, Investor’s Business Daily, FOX & Friends, ABC News Radio, NPR, Marketplace and many more media.
Neal Bawa is a technologist who is universally known in the real estate circles as the Mad Scientist of Multifamily.
Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert.
Neal treats his $508+ million-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization.
The Mad Scientist lives by two mantras. His first mantra is that: We can only manage what we can measure. His second mantra is that: Data beats gut feel by a million miles. These mantras and a dozen other disruptive beliefs drive profit for his 440+ investors.
Anton Mattli, is the CEO of PEAK Financing a boutique financial intermediary that focuses on financing commercial real estate properties.
Over the last 15 years, Anton has been advising family offices, high net worth individuals, as well as private investment funds, facilitating their direct investments in commercial real estate, including several hundred million dollars in multifamily developments and acquisitions.
Robert Helms is the host and founder of The Real Estate Guys™ Radio Show. Robert has a diverse background in both real estate and media (you can tell because he has a “radio” voice).
Robert spent five years as the resident property manager for a multi-unit apartment building in California. During this time, he acquired an enormous amount of practical property management “street smarts”.
He has personally bought and sold real estate for his own account in eight states and five countries. He has been involved in development projects whose aggregate value exceed $300 million.
Dugan Kelley chairs the firm’s securities and real estate practice group, assisting clients in all phases of multi-family, commercial, and residential acquisitions or sales.
Throughout his career, he has assisted clients in structuring real estate transactions in excess of $2 Billion.
Dugan provides syndication and securities services for clients throughout the United States, assisting clients in all phases of their acquisition and sale of commercial and residential real estate assets.
Leka is a real estate developer and broker based in Seattle, WA, Founder and President of Rehabit Homes, Inc. a company focused on residential redevelopment.
She has spearheaded hundreds of transactions, developing over $50M in real estate.
Leka brings 8 years of experience in construction management and redesign.
She is a chapter contributor in the recently published book ‘The Only Woman in The Room’.
Mandy McAllister is a multifamily real estate investor, mindset ninja, eternal learner, coach and connector.
Her real estate expertise includes repositioning underperforming assets to increase cashflow and value. Her portfolio is currently comprised of 205 doors, primarily B- class workforce housing.
Mandy has found success in college towns with student housing as well as urban centers.
As a founding partner of Trowbridge Law Group LLP, Gene’s law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity. Gene has represented over 600 clients in this area of practice. The median offering size is $3,000,000 but he has done individual offerings of over $6 Billion, in total. His practice writes offerings under Rule 506b and 506(c) of Regulation D.
As a long time CCIM and CCIM Senior Instructor, Gene has won numerous awards for his teaching ability. His book “It’s a Whole New Business!” is really a “how to manual” on real estate syndication.
Former stock broker & derivatives trader who experienced the market’s instability in 2008/2009 & was introduced to Infinite Banking by a prominent business owner client.
Has used IBC policies to invest in real estate single family new development and multiple Air BNB’s and is active in multifamily syndications.
Works with investors and business owners on understanding the structure/design of efficient IBC policies to create maximum “banking arbitrage.”
Authorized IBC practitioner through the Nelson Nash Institute.
Brian Spear currently handles investor relations, marketing, and regulatory compliance for SCI.
A Co-Manager in multiple mobile home park investment funds, Mr. Spear has an extensive background in market evaluation, property analysis, acquisitions and management.
Over time, Brian worked in 49 states and amassed valuable insights into different MSAs around the country.
Worked in the pension fund/retirement planning industry with a large investment firm & realized the lack of cash flow in traditional investment accounts.
Has used IBC policies to invest in real estate through long term rentals, single family new development, hard money loans as well as passive & active in multifamily syndications.
Works with investors and business owners on understanding efficient cash flow strategies to enhance returns and protect their assets.
Authorized IBC practitioner through the Nelson Nash Institute
SPEAKERS
FEBRUARY 1ST, 2025 • HOUSTON, TX
Note: Please keep in mind that the event schedule is subject to change as we work to line up speakers, panels, and breakout sessions that will bring our attendees the most value.
Tom Wheelwright is a CPA, CEO of WealthAbility (Tempe, Arizona) and Best-Selling Author of Tax-Free Wealth. Wheelwright is a leading wealth and tax expert, global speaker, and Entrepreneur Magazine Contributor.
As a Rich Dad Advisor to Robert Kiyosaki (Rich Dad Poor Dad), Tom frequently speaks at conferences worldwide to entrepreneurs on these topics. His work has been featured in The Wall Street Journal, Washington Post, Forbes, Accounting Today, Investor’s Business Daily, FOX & Friends, ABC News Radio, NPR, Marketplace and many more media.
Neal Bawa is a technologist who is universally known in the real estate circles as the Mad Scientist of Multifamily.
Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert.
Neal treats his $508+ million-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization.
The Mad Scientist lives by two mantras. His first mantra is that: We can only manage what we can measure. His second mantra is that: Data beats gut feel by a million miles. These mantras and a dozen other disruptive beliefs drive profit for his 440+ investors.
Anton Mattli, is the CEO of PEAK Financing a boutique financial intermediary that focuses on financing commercial real estate properties.
Over the last 15 years, Anton has been advising family offices, high net worth individuals, as well as private investment funds, facilitating their direct investments in commercial real estate, including several hundred million dollars in multifamily developments and acquisitions.
Robert Helms is the host and founder of The Real Estate Guys™ Radio Show. Robert has a diverse background in both real estate and media (you can tell because he has a “radio” voice).
Robert spent five years as the resident property manager for a multi-unit apartment building in California. During this time, he acquired an enormous amount of practical property management “street smarts”.
He has personally bought and sold real estate for his own account in eight states and five countries. He has been involved in development projects whose aggregate value exceed $300 million.
Dugan Kelley chairs the firm’s securities and real estate practice group, assisting clients in all phases of multi-family, commercial, and residential acquisitions or sales.
Throughout his career, he has assisted clients in structuring real estate transactions in excess of $2 Billion.
Dugan provides syndication and securities services for clients throughout the United States, assisting clients in all phases of their acquisition and sale of commercial and residential real estate assets.
Leka is a real estate developer and broker based in Seattle, WA, Founder and President of Rehabit Homes, Inc. a company focused on residential redevelopment.
She has spearheaded hundreds of transactions, developing over $50M in real estate.
Leka brings 8 years of experience in construction management and redesign.
She is a chapter contributor in the recently published book ‘The Only Woman in The Room’.
Mandy McAllister is a multifamily real estate investor, mindset ninja, eternal learner, coach and connector.
Her real estate expertise includes repositioning underperforming assets to increase cashflow and value. Her portfolio is currently comprised of 205 doors, primarily B- class workforce housing.
Mandy has found success in college towns with student housing as well as urban centers.
As a founding partner of Trowbridge Law Group LLP, Gene’s law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity. Gene has represented over 600 clients in this area of practice. The median offering size is $3,000,000 but he has done individual offerings of over $6 Billion, in total. His practice writes offerings under Rule 506b and 506(c) of Regulation D.
As a long time CCIM and CCIM Senior Instructor, Gene has won numerous awards for his teaching ability. His book “It’s a Whole New Business!” is really a “how to manual” on real estate syndication.
Former stock broker & derivatives trader who experienced the market’s instability in 2008/2009 & was introduced to Infinite Banking by a prominent business owner client.
Has used IBC policies to invest in real estate single family new development and multiple Air BNB’s and is active in multifamily syndications.
Works with investors and business owners on understanding the structure/design of efficient IBC policies to create maximum “banking arbitrage.”
Authorized IBC practitioner through the Nelson Nash Institute.
Brian Spear currently handles investor relations, marketing, and regulatory compliance for SCI.
A Co-Manager in multiple mobile home park investment funds, Mr. Spear has an extensive background in market evaluation, property analysis, acquisitions and management.
Over time, Brian worked in 49 states and amassed valuable insights into different MSAs around the country.
Worked in the pension fund/retirement planning industry with a large investment firm & realized the lack of cash flow in traditional investment accounts.
Has used IBC policies to invest in real estate through long term rentals, single family new development, hard money loans as well as passive & active in multifamily syndications.
Works with investors and business owners on understanding efficient cash flow strategies to enhance returns and protect their assets.
Authorized IBC practitioner through the Nelson Nash Institute
EVENT SCHEDULE
FEBRUARY 1ST, 2025 • HOUSTON, TX
Note: Please keep in mind that the event schedule is subject to change as we work to line up speakers, panels, and breakout sessions that will bring our attendees the most value.
delivers 60-100 speeches each year to a wide variety of audiences. His goal for each of his presentations is to synthesize global, social, and economic trends to give his audience a tool kit of factual information to help them make good investment and business decisions.
Our breakout sessions are curated for you to learn from top multifamily industry experts and gain full exposure into a variety of sectors in the multifamily real estate industry.
2:45 pm - 2:50 pm
CHANGE ROOMS
2:50 pm - 3:50 pm
BREAKOUT SESSION 1A -
Legal Strategies for Multifamily
Success: Navigating the Complexities of Property Law
Tom Wheelwright is a CPA, CEO of WealthAbility (Tempe, Arizona) and Best-Selling Author of Tax-Free Wealth. Wheelwright is a leading wealth and tax expert, global speaker, and Entrepreneur Magazine Contributor.
As a Rich Dad Advisor to Robert Kiyosaki (Rich Dad Poor Dad), Tom frequently speaks at conferences worldwide to entrepreneurs on these topics. His work has been featured in The Wall Street Journal, Washington Post, Forbes, Accounting Today, Investor’s Business Daily, FOX & Friends, ABC News Radio, NPR, Marketplace and many more media.
Neal Bawa is a technologist who is universally known in the real estate circles as the Mad Scientist of Multifamily.
Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert.
Neal treats his $508+ million-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization.
The Mad Scientist lives by two mantras. His first mantra is that: We can only manage what we can measure. His second mantra is that: Data beats gut feel by a million miles. These mantras and a dozen other disruptive beliefs drive profit for his 440+ investors.
Anton Mattli, is the CEO of PEAK Financing a boutique financial intermediary that focuses on financing commercial real estate properties.
Over the last 15 years, Anton has been advising family offices, high net worth individuals, as well as private investment funds, facilitating their direct investments in commercial real estate, including several hundred million dollars in multifamily developments and acquisitions.
Robert Helms is the host and founder of The Real Estate Guys™ Radio Show. Robert has a diverse background in both real estate and media (you can tell because he has a “radio” voice).
Robert spent five years as the resident property manager for a multi-unit apartment building in California. During this time, he acquired an enormous amount of practical property management “street smarts”.
He has personally bought and sold real estate for his own account in eight states and five countries. He has been involved in development projects whose aggregate value exceed $300 million.
Dugan Kelley chairs the firm’s securities and real estate practice group, assisting clients in all phases of multi-family, commercial, and residential acquisitions or sales.
Throughout his career, he has assisted clients in structuring real estate transactions in excess of $2 Billion.
Dugan provides syndication and securities services for clients throughout the United States, assisting clients in all phases of their acquisition and sale of commercial and residential real estate assets.
Leka is a real estate developer and broker based in Seattle, WA, Founder and President of Rehabit Homes, Inc. a company focused on residential redevelopment.
She has spearheaded hundreds of transactions, developing over $50M in real estate.
Leka brings 8 years of experience in construction management and redesign.
She is a chapter contributor in the recently published book ‘The Only Woman in The Room’.
Mandy McAllister is a multifamily real estate investor, mindset ninja, eternal learner, coach and connector.
Her real estate expertise includes repositioning underperforming assets to increase cashflow and value. Her portfolio is currently comprised of 205 doors, primarily B- class workforce housing.
Mandy has found success in college towns with student housing as well as urban centers.
As a founding partner of Trowbridge Law Group LLP, Gene’s law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity. Gene has represented over 600 clients in this area of practice. The median offering size is $3,000,000 but he has done individual offerings of over $6 Billion, in total. His practice writes offerings under Rule 506b and 506(c) of Regulation D.
As a long time CCIM and CCIM Senior Instructor, Gene has won numerous awards for his teaching ability. His book “It’s a Whole New Business!” is really a “how to manual” on real estate syndication.
Former stock broker & derivatives trader who experienced the market’s instability in 2008/2009 & was introduced to Infinite Banking by a prominent business owner client.
Has used IBC policies to invest in real estate single family new development and multiple Air BNB’s and is active in multifamily syndications.
Works with investors and business owners on understanding the structure/design of efficient IBC policies to create maximum “banking arbitrage.”
Authorized IBC practitioner through the Nelson Nash Institute.
Brian Spear currently handles investor relations, marketing, and regulatory compliance for SCI.
A Co-Manager in multiple mobile home park investment funds, Mr. Spear has an extensive background in market evaluation, property analysis, acquisitions and management.
Over time, Brian worked in 49 states and amassed valuable insights into different MSAs around the country.
Worked in the pension fund/retirement planning industry with a large investment firm & realized the lack of cash flow in traditional investment accounts.
Has used IBC policies to invest in real estate through long term rentals, single family new development, hard money loans as well as passive & active in multifamily syndications.
Works with investors and business owners on understanding efficient cash flow strategies to enhance returns and protect their assets.
Authorized IBC practitioner through the Nelson Nash Institute
Tom Wheelwright is a CPA, CEO of WealthAbility (Tempe, Arizona) and Best-Selling Author of Tax-Free Wealth. Wheelwright is a leading wealth and tax expert, global speaker, and Entrepreneur Magazine Contributor.
As a Rich Dad Advisor to Robert Kiyosaki (Rich Dad Poor Dad), Tom frequently speaks at conferences worldwide to entrepreneurs on these topics. His work has been featured in The Wall Street Journal, Washington Post, Forbes, Accounting Today, Investor’s Business Daily, FOX & Friends, ABC News Radio, NPR, Marketplace and many more media.
Neal Bawa is a technologist who is universally known in the real estate circles as the Mad Scientist of Multifamily.
Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert.
Neal treats his $508+ million-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization.
The Mad Scientist lives by two mantras. His first mantra is that: We can only manage what we can measure. His second mantra is that: Data beats gut feel by a million miles. These mantras and a dozen other disruptive beliefs drive profit for his 440+ investors.
Anton Mattli, is the CEO of PEAK Financing a boutique financial intermediary that focuses on financing commercial real estate properties.
Over the last 15 years, Anton has been advising family offices, high net worth individuals, as well as private investment funds, facilitating their direct investments in commercial real estate, including several hundred million dollars in multifamily developments and acquisitions.
Robert Helms is the host and founder of The Real Estate Guys™ Radio Show. Robert has a diverse background in both real estate and media (you can tell because he has a “radio” voice).
Robert spent five years as the resident property manager for a multi-unit apartment building in California. During this time, he acquired an enormous amount of practical property management “street smarts”.
He has personally bought and sold real estate for his own account in eight states and five countries. He has been involved in development projects whose aggregate value exceed $300 million.
Dugan Kelley chairs the firm’s securities and real estate practice group, assisting clients in all phases of multi-family, commercial, and residential acquisitions or sales.
Throughout his career, he has assisted clients in structuring real estate transactions in excess of $2 Billion.
Dugan provides syndication and securities services for clients throughout the United States, assisting clients in all phases of their acquisition and sale of commercial and residential real estate assets.
Leka is a real estate developer and broker based in Seattle, WA, Founder and President of Rehabit Homes, Inc. a company focused on residential redevelopment.
She has spearheaded hundreds of transactions, developing over $50M in real estate.
Leka brings 8 years of experience in construction management and redesign.
She is a chapter contributor in the recently published book ‘The Only Woman in The Room’.
Mandy McAllister is a multifamily real estate investor, mindset ninja, eternal learner, coach and connector.
Her real estate expertise includes repositioning underperforming assets to increase cashflow and value. Her portfolio is currently comprised of 205 doors, primarily B- class workforce housing.
Mandy has found success in college towns with student housing as well as urban centers.
As a founding partner of Trowbridge Law Group LLP, Gene’s law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity. Gene has represented over 600 clients in this area of practice. The median offering size is $3,000,000 but he has done individual offerings of over $6 Billion, in total. His practice writes offerings under Rule 506b and 506(c) of Regulation D.
As a long time CCIM and CCIM Senior Instructor, Gene has won numerous awards for his teaching ability. His book “It’s a Whole New Business!” is really a “how to manual” on real estate syndication.