Past Events

In this episode:

• Craig welcomes Kaaren Hall, CEO of uDirect IRA Services LLC
•  From radio to real estate, how managing an apartment building led to a thriving career.
• Launching uDirect IRA Services – Kaaren’s path to founding a leading self-directed IRA company.
• Partnering with The Norris Group – Her long-standing collaboration with Bruce and Aaron Norris and their shared impact.
• Aaron Norris’ Influence – how Aaron played a key role in uDirect IRA Services’ success.
• How OCEREIA supports the local community.
• Self-Directed IRAs Explained – Key benefits and how they empower investors.
• Understanding regulations for smarter investing.
• How self-directed IRAs shape long-term wealth strategies.

In this episode:

• Craig Evans introduces Craig Hill, his background, and early career in lending.
• Joining The Norris Group : Why Craig Hill left Vanguard Mortgage to partner with Bruce Norris.
• The Changing Landscape of Hard Money Lending: How investor-focused lending has evolved over the years.
• The Norris Group’s Underwriting Process.
• Property Evaluation Strategies: Key factors in assessing profitable investment opportunities.
• Protecting Investors & Ensuring Quality: How The Norris Group prioritizes investor security and deal integrity.
• Craig Hill’s insights on securing funding and making smart investment decisions.
• The importance of underwriting in building trust and long-term success in real estate investing.

In this episode:

• Key differences between Reverse Exchange vs. Forward Exchange
• Improvement (Build) Exchange Explained: Deadlines, complexities, and planning essentials.
• The role of Exchange LLCs and fund control in 1031 exchanges.
• Self-Directed IRAs and 1031 Exchanges
• Step-Up in Cost Basis: How it works and its impact on 1031 exchanges.
• Common Mistakes in 1031 Exchanges: Top pitfalls to avoid for successful transactions.

In this episode:

• Meet Bill Exeter: CEO of Exeter 1031 Exchange Services and industry expert.
• 1031 Exchanges Explained: Their history, purpose, and tax-deferral benefits for real estate investors.
• Why choosing a regulated expert is critical.
• Qualified use, intent to hold, and compliance essentials.
•  Importance of consultation and strategic preparation.
• Eligible Property Types: What qualifies for a like-kind exchange, including DSTs.
• Reinvestment Requirements: Meeting deadlines, partial exchanges, and avoiding pitfalls.
•  Steps for identifying replacement properties.

In this episode:

• Joey welcomes Bob Lachance, Founder and CEO of REVA Global.
• From Hockey to Real Estate: Bob’s transition from professional hockey to becoming a real estate investor.
• Insights from Bob’s first successful real estate deal.
• Importance of joining local real estate associations for growth and opportunities.
• Overcoming Challenges: How Bob navigated the 2008 market crash and emerged stronger.
• Exploring AI’s potential to transform industries, including real estate.
• Empowering Real Estate Professionals:  How REVA Global’s virtual assistants save time and help businesses scale.
• The Value of Delegation: Why delegating tasks to virtual assistants is essential for productivity and growth.

In this episode:

• Founding The Collective Genius: How Jason Medley launched a premier real estate mastermind community.
• Becoming the “Chief Connector” in fostering collaboration and building meaningful connections.
• Vision for the Future: Jason’s plans for the growth and impact of The Collective Genius.
• Joining The Collective Genius: Opportunities and benefits of becoming part of this thriving community.

In this episode:

• Craig welcomes Jason Medley, Founder and CEO of The Collective Genius.
•  Exploring his entrepreneurial roots and formative experiences.
• Jason’s transition into the corporate world and key milestones in his early career.
• 2008 Financial Crisis: The challenges Jason faced and the lessons learned during this pivotal moment.
• Founding The Collective Genius: How Jason built a premier real estate mastermind community.
•  Insights and strategies from Jason’s journey to success in real estate.

In this episode:

• Joey Romero welcomes Craig Evans, CEO of The Norris Group
• Continuing a Legacy: Craig reflects on the significance of preserving The Norris Group’s legacy and its impact.
• Leadership Insights:
  • Bill’s vulnerable moment during the investor panel and its powerful message.
  • The role of transparency and vulnerability in leadership and business success.
  • The importance of efficiency and adaptability in navigating challenges.
  • Staying objective as a leader and avoiding emotional decision-making.
• Looking Ahead: Key economic drivers shaping real estate in 2025.