AttentionBusy Professionals, Business Owners, and Entrepreneurs Who Want to Invest Passively and Get Their Time and Freedom Back

Discover Insider Secrets on How to Increase Your Passive Income, Lower Taxes, and Grow Your Net Worth... Even While You Sleep!

"Being rich is having money; being wealthy is having time." - Margaret Bonanno

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Over 16 of the world's greatest Real Estate Investors and Experts come together to share their little-known strategies for growing your passive income and building wealth through real estate-oriented investments.
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Event Details

Your Ultimate Guide to Creating Lasting Lifetime Income & Generational Wealth

The 'Passive Wealth Symposium' was created to help you learn:  

✅ How to find & identify the best real estate investing opportunities based on your financial goals...
✅ How to get crystal-clear on an investment game plan...
✅ Little-known strategies for reducing or even eliminating taxes...
✅ How to build a financial fortress around your assets and protect your estate...
✅ Specific, actionable strategies for predictably growing your passive income and net worth!

Our speakers will peel back the curtain and share their top tips & techniques on how they protect, grow, and mushroom wealth for themselves and their investors. This is the premier online conference dedicated exclusively to passive real estate investors, and you can now attend this event virtually from anywhere in the world!

Why Should You Attend the The Passive Wealth Symposium

World-Class Experts Delivering Actionable Content

  • Discover little-known strategies revealed by the world's top investors and experts
  • ​What's your real estate asset class of choice? Is it Single-Family Homes? Apartments? Mobile home parks? Self-storage? Commercial? Or maybe even Senior Assisted Living Facilities?
  • ​Our all-star lineup includes experts who specialize in all of the above asset classes and more. In addition, we're also bringing on three of the nation's preeminent tax-saving and asset protection specialists!

Your Ticket is FREE

  • On top of that, you don't even need to leave your house - attend from a computer, cell phone, or tablet.
  • ​That means there’s no flight to worry about, no hotel room to book, and no meals to buy… saving you thousands of dollars and time away from your family.

Cutting Edge Strategies and the Latest Insights for Passive Investors

  • This is NOT one of those events where the speakers hold back on information so they can pitch you their products or services at the end – far from it!  
  • ​They’re digging deep to give you their best ideas and strategies that you can implement whether you're brand-new to real estate investing, or have been investing for years.

Our Speakers & Hosts Have Been Featured In...

Speakers

Vinney "Smile" Chopra

Multifamily Investor, Syndicator, Educator, Motivator, Podcaster, International Best-Selling Author, CEO of Moneil Investment Group and Moneil Senior Living, and the Founder of Multifamily Academy and Youth Academy.

#Topic: 

The Silver Tsunami: Massive Real Estate Investing Opportunities in Assisted Senior Living

Luke Wren

Highly sought after International Keynote Speaker, Business Performance Coach, and Entrepreneur who has shared the stage with the world’s biggest influencers, Inspiring thousands of people from the average person to elite athletes, entrepreneurs, executives & CEO’s.

#Topic: 

How to Live Your Best Life... and Get Rid of Fear, Worry, and Stress - Forever!

Kim Lisa Taylor

Nationally recognized Corporate Securities Attorney, Speaker, #1 Amazon Best-Selling Author, & Founder of Syndication Attorneys, PLLC, a Florida-based law firm that provides Securities Offering Documents.

#Topic: 

Understanding Syndication - For Passive Investors

Ted Lanzaro

CPA, real estate investor, real estate broker, author and speaker with over 29 years of real estate tax consulting and investing experience. Ted has helped thousands of real estate investors and entrepreneurs implement cutting edge tax strategies that save them thousands of dollars annually on their taxes.

#Topic: 

Proactive Strategies Investors Use to Save Thousands Every Year

Lee Phillips

Nationally recognized expert in the fields of business structure, asset protection, financial planning and estate planning. He is the founder of LegaLees Corp., a company specializing in solving asset protection and tax problems for high net worth individuals.

#Topic: 

How to Build a Financial Fortress and Bomb-Proof Your Assets 

Alia Carter/Terri Garner

The "Queens of Self Storage" are the Co-Founders of Investors in Action and the Capital Storage Fund. They have over 40 years of combined real estate investing experience, personal involvement in over $50M worth of real estate, and have so far acquired 17 self-storage properties throughout the U.S.  

#Topic: 

Self Storage Facilities: The Closest Thing to Recession-Proof?  

Damion Lupo

Best selling author and noted financial mentor to the elite, who spends most of his time teaching and lecturing on the art of Reinvention and the amazing tax-saving and wealth-building properties of the eQRP (a self-directed retirement account)

#Topic: 

Your IRA is a Ticking Time Bomb... Get REAL Control of Your IRA & 401(k) for Real Estate Investing with the eQRP®

Bill Exeter

Founder and CEO of Exeter 1031 Exchange Services, LLC, Exeter Trust Company, and their affiliate companies. Mr. Exeter is based in the company's national corporate headquarters office in San Diego, California.

#Topic: 

Unraveling the Mystery of 1031 Exchanges

Patricia Leung

One of the nations preeminent tax strategists and consultants who helps entrepreneurs and real estate investors reduce their overall tax liabilities while increasing their net worth. 

#Topic: 

9 Deadliest Tax Mistakes
for Real Estate Investors

Frank Rolfe

One of the nation's top mobile home park investors currently ranked (along with his business partner), as the 5th largest mobile home park owner in the U.S., with over 250 communities spread out over 25 states. 

#Topic: 

Mobile Home Parks: They're Not Very Sexy... Unless You're Turned on by Cash Flow! 

Terry Judge

CEO of CORE Solutions Group, focused on growth and strategic business planning for the company. Terry has an extensive business background with over 25 years in business management, cost recovery, energy deregulation and is one of the early adapters of engineering-based cost segregation studies.

#Topic: 

Increasing Cash Flow, Improving Asset Value, and Significantly Reducing Taxes with the "Magic" of Cost Segregation

Andy McMullen

The $750 Million Dollar Man, Multifamily Investor, Syndicator, HUD Specialist, Commercial Broker, Realtor, and Acquisitions Aficionado. Andy sits on the Board of Directors for a number of top-flight real estate companies.

#Topic: 

An Insiders Blueprint on How to X-Ray a Potential Deal in  Only Minutes - Just Like a Pro

Derek Alexandrenko

Manager of the Hammerhead Build to Rent Fund, focusing on creating multifamily assets using single family dwellings, resulting in great communities for residents and a legacy of wealth creation for fund investors.

#Topic: 

The Exploding Build to Rent Housing Market: Is This Real Estate's Best Kept Secret?

Alex Perny

Client account manager who handles investments for clients' IRAs in real estate, stocks, mortgages, secured and unsecured notes, private equity, and trusts. Alex is able to assist investors with maintaining their accounts in compliance of IRS standards and offers knowledgeable resources for clients to utilize 
with their self-directed IRAs.

#Topic: 

How to Use a Self-Directed IRA or 401(k) to Build Wealth FAST 

Kimmie P. Nguyen

Real Estate Investor, Fund Manager, Passive Cash Flow Specialist, and a Co-Founder of DreamVest Capital Management, which specializes in commercial & residential syndications (group investments) in prime cash flow and equity growth markets 
within the United States.

#Topic: 

10 Critical Steps When Reviewing A Passive Real Estate Investment Opportunity – Which One’s Are You Missing? 

Shahid Imran

Managing Director/CEO.  Entrepreneur with over thirteen years of experience in Assisted living, Memory care and Independent living industry.  Extensive experience in business admin, marketing, and community relations. Skilled in Negotiation, Business Planning, Operations Management, and team building.

#Topic: 

The Silver Tsunami: Massive Real Estate Investing Opportunities in Assisted Senior Living

Jon Roosen

Principal at Roosen Capital Investments, Real Estate Investor, Multifamily and Senior Assisted Living investment specialist.

#Topic: 

The Silver Tsunami: Massive Real Estate Investing Opportunities in Assisted Senior Living

Bill Guting

Real Estate Investor | Fund Manager | Educator & Trainer | Passive Cash Flow Specialist | Co-Host, Masters of Real Estate Podcast | Oversees a Growing Portfolio Spread Across 5 States in the U.S.

#Topic: 

5 Compelling Reasons Why Investing in Apartments is a Smart Move

Event Schedule

DAY 1

Sat - March 27th

8:00 am PST - 9:00 am PST

How to Live Your Best Life... and Get Rid of Fear, Worry, and Stress - Forever! 
-  Luke Wren

9:10 am PST - 10:10 am PST

Proactive Strategies Investors Use to Save Thousands Every Year
- Ted Lanzaro

10:20 am PST - 11:20 am PST

5 Compelling Reasons Why Investing in Apartments is a Smart Move 
- Vinney Chopra | Jon Roosen | Kimmie P. Nguyen | Bill Guting

11:30 am PST - 12:30 pm PST

Understanding Syndication - For Passive Investors
- Kim Lisa Taylor 

Lunch 30 mins

1:00 pm PST - 2:00 pm PST 

Increasing Cash Flow, Improving Asset Value, and Significantly Reducing Taxes with the "Magic" of Cost Segregation
- Terry Judge

2:10 pm PST - 3:10 pm PST

Unraveling the Mystery of 1031 Exchanges
- Bill Exeter

3:20 pm PST - 4:20 pm PST

The Silver Tsunami: Massive Real Estate Investing Opportunities in Assisted 
Senior Living
- Vinney Chopra | Shahid Imran | Jon Roosen 

4:30 pm PST - 5:30 pm PST

Your IRA is a Ticking Time Bomb... Get REAL Control of Your IRA & 401(k) for Real Estate Investing with the eQRP®
- Damion Lupo 

DAY 2

Sun - March 28th

8:00 am PST - 9:00 am PST

How to Use a Self-Directed IRA or 401(k) to Build Wealth FAST 
- Alex Perny

9:10 am PST -10:10 am PST

How to Build a Financial Fortress 
and Bomb-Proof Your Assets 
- Lee Phillips

10:20 am PST - 11:20 am PST

  Self Storage Facilities: 
The Closest Thing to Recession-Proof?  
- Alia Carter & Terri Garner

11:30 am PST - 12:30 pm PST

An Insiders Blueprint on How to X-Ray a Potential Deal in Only Minutes - Just Like a Pro
- Andy McMullen

Lunch 30 mins

1:00 pm PST - 2:00 pm PST

9 Deadliest Tax Mistakes for 
Real Estate Investors
- Patricia Leung

2:10 pm PST - 3:10 pm PST

The Exploding Build to Rent Housing Market: Is This Real Estate's Best Kept Secret?
- Derek Alexandrenko

3:20 pm PST - 4:20 pm PST

Mobile Home Parks: They're Not Very Sexy... Unless You're Turned on by Cash Flow! 
- Frank Rolfe

4:30 pm PST - 5:30 pm PST

10 Critical Steps When Reviewing A Passive 
Real Estate Investment Opportunity – 
Which One’s Are You Missing? 
- Bill Guting & Kimmie P Nguyen

Testimonials & Reviews

- “The connections I made were worth many times over!”

It was very well done! The interviewers were asking great questions, the guests all had a different specialty of investment experience, some cross over, but still a wealth of experience. In short, love the platform, love the line up of guests, and love the experience. It was actually better than I expected, so much so, I paid for the premium pass to access the rest of the information. The connections I made were worth many times over!

Billy Phong

- “…Best Couse in Real Estate I Have Ever Had”

Vinney... I would like to take a moment to say “Thank you”, for inspiring me, for being such a positive influence to me. I very much admire you and the tremendous success that you foster in all of your relationships. I have learned so much from you over this last year and I can honestly say that your mastermind has been the best course in real estate I have ever had, and I have had lots and lots of courses that were mediocre at best. You are truly a positive driving force to anyone around you!

Daniel Calderon, CA

“His Enthusiasm is Contagious…”

Vinney is without a doubt the most humble, positive, and generous person I know. I first heard about him on a real estate investing podcast. His enthusiasm is contagious, and he truly pours his heart into all his investments and coaching sessions. He’s a systems guy and I’m constantly impressed by how well he manages his business; you can tell he does his homework. I have recommended his academy to several friends.

Joshua M, CA

“You Guys Provided a Wonderful Platform…”

Hi Kimmie and Bill…THANK YOU!!! The Real Estate Deal-Finding Summit was amazing! I am so glad I was able to "attend". You guys provided a wonderful platform for us to watch interviews from so many interesting investors from so many different aspects of real estate investing. I also really liked the networking yesterday and usually I'm not much of networker. I think you are both inspiring and all your hard work to pull of this event was a success!

Robyn Huffman

“He Truly Cares About His Students’ Success…”

Anyone that has had the pleasure of talking with Vinney knows the positivity and passion he exudes. He truly cares about his students' success, not only as investors, but as people. I can't thank Vinney enough for all he's done; his coaching and mentorship have been nothing short of phenomenal!

Jacob Ayers, TX

“Besides the Motivation, There Were So Many Nuggets that I Could Apply to My Investing Business”

It was an awesome event and all the speakers were impressive. You two were great facilitators. Besides the motivation, there were so many nuggets that I could apply to my investing business. Thank you for arranging this summit. I can tell you have put in so much to make it successful!

Noelle Zhang

Organizers

Vinney Chopra

Multifamily Investor, Syndicator, Author, CEO - Moniel Investment Group and Moniel Senior Living, and the Founder of Multifamily Academy and Youth Academy
Vinney is a Multifamily Investor, Syndicator, Educator, Motivator, Podcaster and Author. His diverse experience has allowed him to develop proven techniques and strategies for multifamily syndications that have earned impressive returns.

He manages four successful companies that include Moneil Investment Group, Moneil Management Group, Multifamily Academy and Youth Academy with a dedicated staff of sixty plus personnel working in diverse fields such as accounting, finance, human resources, leasing, maintenance and management.

John Roosen

Principal at Roosen Capital Investments, Real Estate Investor, Multifamily and Senior Assisted Living investment specialist.
Jon is an experienced Business Advisor with a demonstrated history of working in the real estate industry. 

Skilled in Sales, Investment Properties, Management, Time Management, and Teamwork. Strong consulting professional with a Bachelor's degree focused in Human Biology from Saginaw Valley State University.

Kimmie P. Nguyen

Real Estate Investor, Fund Manager, Passive Cash Flow Specialist, and a Co-Founder of DreamVest Capital Management
Kimmie is a Real Estate Investor, Fund Manager, Passive Cash Flow Specialist, and a Co-Founder of DreamVest Capital Management, which specializes in commercial and residential syndications (group investments) in prime cash flow and equity growth markets within the United States.

Kimmie balances her busy career with an equally active personal life. Happily married with two active and wonderful boys, most of her free time is spent traveling and on a wide variety of family activities.

Bill Guting

Real Estate Investor | Fund Manager | Educator & Trainer | Passive Cash Flow Specialist | Co-Host, Masters of Real Estate Podcast
Bill is one of the Founders and Managers of the DreamVest Fund, which invests in commercial and residential projects in prime U.S. markets with the greatest potential for cash flow and/or long-term equity growth potential.

He is an entrepreneur, a licensed real estate broker, educator & trainer, podcast host, and a veteran investor with over 25 years of successful real estate investing experience and personal involvement in over 652 commercial and residential transactions. He currently oversees a growing portfolio spread across 5 states in the U.S.

Sponsors 

Moneil Multifamily Fund

Gold Sponsors

Kim Lisa Taylor 

Ted Lanzaro

Terry Judge

Orion Technosoft

Silver Sponsors

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