Dan Deepen
Owner of Call The Underwriter

Dan Deppen is a seasoned real estate investor and founder of Call The Underwriter, specializing in compliant seller-financed loan underwriting. With a background in aerospace engineering and tech leadership at companies like AWS and Oracle, Dan brings a unique blend of analytical rigor and entrepreneurial insight to creative finance.

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Seller Finance Toolkit

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Bill Tan
Real Estate and Note Transactioneer

Bill Tan, “The Barter Man”, is a real estate and mortgage investment expert and educator with over 30 years of experience. As a former real estate broker and long-time real estate exchangor, Bill is a “transactioneer” with few equals for real estate and note deals.

Bill continues to be a featured speaker in the real estate and mortgage investment industry. He makes presentations for local real estate and note groups, conferences, and conventions nationwide and appears on many podcasts, webinars, radio and TV programs.

He is the Managing Member of the Los Angeles Real Estate Investors Association LLC (LAREIA) and B Tan Investments LLC.

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100+ Ways to Find Deals

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Fred Moskowitz
The Alternative Investment Expert

Fred Moskowitz is an educator and best-selling author who has trained countless investors from all walks of life on how to create cash flow and passive income streams of their own. Fred is a leader in the note investing industry and is recognized for his expertise in teaching investors how to build cashflow in real estate - without the headaches of managing rentals or dealing with tenants.

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Passive Income Special Report

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Ryan Chaw
Pharmacist, Real Estate Investor

Dr. Ryan Chaw was originally a pharmacist for 8 years, and is now a full-time real estate investor. He built a $1.5M net worth and replaced his full-time Pharmacist income at age 31, not through big commercial deals or short-term rentals, but by turning single-family and small multifamily homes into high-cash-flow co-living rentals for students and young professionals. Dr. Chaw shows people how to consistently 2-3x their rental income with co-living and student housing.

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My Unique Strategy for Building a $10,755/month Rental Portfolio

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Joseph Markovitch
Certified Exit Planner | Co-Founder Solly's Bagelry

Joe is a Certified Exit Planner and Co-founder of Solly's Bagelry, with 30+ years of SME business experience. Inspired by his own exit journey and the struggles of many others, Joe skillfully guides business owners and career professionals toward a well planned transition and a fulfilling life after the business.

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EXIT E-Book - Which business exit route should you choose

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Zach Lemaster
CEO - Rent To Retirement

Zach Lemaster is the founder & CEO of Rent To Retirement, the nation's leading turnkey investment company. Zach is a seasoned real estate investor and licensed broker that has accumulated a large portfolio of rental properties across multiple markets including single family, multifamily, commercial and new construction. Zach is a licensed Optometrist who practices on a volunteer basis.

Zach started investing in real estate while working as an Optometrist & Captain for the US Air Force. This eventually allowed him to retire early from his career in medicine to be a professional investor by strategically investing in markets that maximize cash flow, appreciation & equity. Zach went on to build a successful wholesaling, flipping & management business working across multiple markets which led to the foundation for Rent to Retirement.

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Free E-Book

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Greg Reese
Managing Member and CEO

Greg Reese is the Founder, President, and CEO of AmeriEstate Legal Plan, Inc. and Reef Point, LLC, with over 15 years as a Real Estate Professional and Licensed investment advisor, and 25 years of estate planning expertise. Greg is also a Certified Trustee for the Deferred Sales Trust (DST), helping clients defer taxes on the sale of appreciated assets. His multidisciplinary background in real estate, finance, and insurance makes him a trusted advisor for complex exit and tax strategies. Greg is a frequent speaker on estate planning, asset protection, and the DST at conferences and webinars.

Jerry Wu
VP Account Executive

I have 15 years of experience in the title industry. I am currently Vice President of Accounts at Chicago Title. My team has helped thousands of homeowners and real estate professionals navigate difficult title situations.