The Bay Area’s most dynamic and elite Real Estate Investors Association!
Hear the best speakers, get the best advice. Make a commitment to your future wealth through real estate investing and attend our next meeting. Non-members are welcome to experience our content rich, hype & sales-free, educational programs for new and experienced real estate investors.
Special Webinar – Tuesday, July 18th at 12:00 PM and 6:30 PM
Tax Insights: How to Sell Appreciated Real Estate and Receive More Cash at Close of Escrow!
With Bruce Jones, Certified Tax Coach
Discover How to Sell Highly Appreciated Assets Such as Real Estate or a Business, Walk Away From Escrow With Absolutely NO Immediate Capital Gains Taxes Due, AND Receive a Tax-free Lump Sum of Cash That is Nearly Equivalent to Sale Proceeds.
During This Free Live Training, You Will Learn:
- The Two Part Process to Achieve Tax Deferral.
- The Value of Tax Deferral.
- Why This Approach May Be Better Than a 1031 Exchange.
- Case Studies: 10-40% More After-Tax Cash at Close of Escrow.
- Why Your CPA or Tax Attorney Probably Hasn’t Told You About This Approach.
- Answer Your Questions Live.
“Anyone desiring to convert taxes into wealth-building assets and tax-advantaged income should learn about tax planning approaches that may allow them to retain more cash at close of escrow.
In this webinar, I’ll be sharing best practices of what’s worked for clients owning highly appreciated assets. See you there!”
— Bruce Jones – Certified Tax Coach
Monthly Meeting – Thursday, August 3rd 7:00 – 9:00
Ultimate Retirement Playbook: Amazing Moves for Your Amazing Future
With Darlene Root
Think investing in stocks is all you can do with that IRA you have from a past employer? Do the rules on your self-directed IRA have you thinking you need to settle for a substandard ROI? Think again!
It’s ok to be greedy: this is the future you’ve worked toward and you owe it to yourself to really grow and protect it.
Darlene Root, SJREI’s August Speaker, will show you how to take your stagnant retirement accounts and really put them to work for you…
Darlene is armed with truly amazing ways, which fully comply with IRA regulations, for you to strategically invest and really grow your retirement accounts.
Roll up your sleeves and get creative. This is retirement investing at its finest. Darlene will show you how to invest regardless of what the market does.
SJREI August is a must-attend for newbie and seasoned investors alike. Want to tame your tax bill? Darlene will show all of you seasoned investors how to achieve tax-free wealth with a Roth IRA, even if you exceed the income limits.
Be an SJREI Insider
Join our amazing, inspirational community of Silicon Valley’s most elite investors. Get inside tips, event admissions, and exclusive content just for you. An opportunity not to miss.
SJREI formed for a simple objective: to connect and educate investors in a genuine, productive way. We are the authentic voice of reason and success in a cluttered, sometimes overwhelming space. We pledge to bring you, the thoughtful investor, useful and timely information to assist you on your journey to fulfill your goals; we do so with complete transparency and integrity. We are committed to helping you increase your cash-flow: our buy and sell signals have helped many achieve their dreams many times over. We bring the most intriguing industry speakers to our organization; they are the thought-leaders in the industry, so you will learn from the best. We have the utmost confidence in ourselves so that you can, too.
Our Investors Say
I attended my first meeting last week with Garrett Sutton as the guest speaker. I didn’t know what to expect. The drive from Hercules took me 2 hours. I’ve got to let you know that it was worth it. The meeting, atmosphere, people attending, and most importantly the guest speaker surpassed my expectations! Everything was perfect! The dinner was delicious. I learned some additional information on asset protection that I didn’t know. Attending the meetings will become a regular event for me.
Realtor and Investor Coldwell Banker — Downtown San Mateo Dear Geraldine, As a real estate professional and investor, I have found the SJREI Club to be a phenomenal resource. It is clear that your focus is to truly educate your members and provide us with useful and timely information and tools that enable us to stay on top of the different markets and make wise investment choices. I really appreciate that your club is so focused on education rather than vendors selling their ‘wares’. You clearly are very selective with whom you elect to speak at the club which is truly invaluable to us. In addition to the educational component, the dinner meetings are also very fun! I enjoy the networking time during dinner and have met some amazing people who have become not just colleagues and business contacts, but close friends as well. I’ve been on a few of the real estate tours and have found them to be extremely educational as well. The rental properties that I have purchased while on those tours have proven to be wise and lucrative investment choices. Thank you so much for providing us with so many amazing and educational opportunities.
Geraldine, just want you to know how much I appreciate your ethics, business savvy, willingness to help and YOU!
Dear Geraldine, Thank you for fast becoming one of my favorite associations to be involved with. Since I’ve now been at this for 20 years, I know a great investment club when I see one. Your’s is nearing the top of the list for the simple reason of why your club exists. It should be obvious to every member that you care very much about their success and education. As an investor/educator, I can pick up very quickly why a club exists. Sometimes it’s to make the owner/promoter money; sometimes it exists to provide a service. You have chosen wisely and will always be able to attract people of value to your club. Sincerely, Bruce NorrisPresident, The Norris Group
I realized the benefits of networking when I joined SJREI approximately 6 years ago. With the help of Geraldine Barry and SJREI I have been able to increase my business significantly. The membership and education provided by SJREI is first class. I have also had the opportunity to be a part of some of the educational events. I am continuously recommending SJREI to my real estate investor clients. SJREI has definitely changed my life.Richard Smith
The reason that I love SJREI is that they bring speakers and educators who are actually working in the business and doing deals. They are not bringing you speakers who make their money selling books or products(like other clubs), instead they bring you people who are active in the real estate investment business giving you tips and strategies to succeed in today’s changing marketInvestor, Tim Manke
SJREI is a great venue for new investors and seasoned investors, as well. The quality of the education provided is top notch. The speakers have diverse backgrounds and are experts in their fields. In addition to the presentations, I find the discussion among the members to be incredibly enlightening. There are so many ways to make money in real estate and SJREI exposes you to practically all of them. I have repeatedly recommended SJREI to my clients and colleagues who own or want to own real estate.Nancy Chillag
I recently attending SJREI’s Women in Real Estate event and found the presenters to be very experienced, hands-on successful investors in their relative fields, and very willing to share their successes and failures openly. The event was very well organized, offered a wealth of information while allowing a lot of time for networking and questions. Great job Geraldine for all of the wonderful events that you put together!Caroline Hegarty
At the height of the downturn, many people thought numerous real estate clubs would fold. Geraldine Barry and the team at SJREI defied the odds and opened more locations. It goes to show her and her team’s ongoing commitment to value, quality, content, and networking has really paid off in a big way.VP of the Norris Group
Back in 2005 when housing prices were going up $100k in 6 months in our area, buyers were passionate about the future home equity growth and willing to engage in bidding wars, fearing that it would be even more expensive to buy in the future. However, one group was predicting the real estate market would crash soon and advised people to sell their real estate properties in AZ, CA, FL, and more. That group was SJREI. My TV guest, Geraldine Barry, President of the SJREI, sold all of her investment properties in CA as well as her primary residence. In retrospect, that was a very smart move as that was the peak of the housing market. This is the kind of winning information that SJREI provides. I wish I had taken action then.
It is not unexpected that SJREI would be the winning contender for this honor. SJREI and their leadership have built an investor association model that places the success of members first. This is not lost on these clients who in turn have rewarded founder Geraldine Barry with a growing membership when many other associations are just trying to survive.Publisher Personal Real Estate Investor Magazine
Congratulations to Geraldine, founder of San Jose Real Estate Investors Association, for winning the National REIA annual award for Excellence for 2011. This highly prestigious award is given to the REIA that demonstrates excellence in all areas of operation, from education to communication to community service. SJREI is the premiere Bay area investor association and caters to beginning and experienced investors alike. I highly recommend this association for all level investors.President of Central Florida Real Estate Investors
I have attended a number of “real estate educational events” over the years, some of which leave a lot to be desired, but I can say without reservation that SJREI is the real deal! They simply educate and connect investors. I have gotten into the game because of the information I have gained here. I really enjoy being a part of this organization because of the helpful relationships I have developed and the success that I have attained. I am not only an agent, but an investor now, thanks to SJREI!SJREI Association Member & JumpStart Attendee
I attended SJREI’s JumpStart program not knowing really what to expect, it was helpful, practical, and provided me with a lot of relevant information and contacts to start investing. I now attend all the meeting’s and really enjoy the content, and the relationships that I am developing there. Plus, these people are a lot of fun.Real Estate Structured Sales & JumpStart Attendee
Geraldine and her organization have helped me immensely in my journey through Real Estate Investing. Being a part of SJREI has opened me up to so many networks of amazing people who have been there for me and helped me grow. SJREI has wonderful, knowledgeable speakers come to the meetings every month and I gain so much from being able to chat with them afterwards and speak to them in person with any questions that I might have. This organization is all about people getting together and being effective, and I really appreciate that! I feel like I’m part of something great! I attended the Jumpstart Program in July 2012 and it was just fantastic. A day full of learning about the ins and outs of Real Estate Investing, what to look out for, how to make the best deals, and how to protect yourself. I can’t wait for their next Jumpstart Program in September!Member of SJREI Association & JumpStart Attendee
Thank you for continuing to provide a forum for rookie real estate investors to get educated and network. As a result over the past 11 years I have able to accumulate 9 houses in Fresno and Pittsburg area. It is not the hundred of houses some speakers have, but because most are paid off, it’s enough to buffer the engineering day time job. Again, thank you for providing major parts of the puzzleReal Estate Investor & SJREI Attendee