Mr. David Moore, CCIM will be the featured speaker at the Portland CCIM’s monthly luncheon on April 1st at the MAC Club. He and brother/partner Tom founded Equity Advantage Incorporated in 1991. Since then EAI has become the heavyweight of 1031 Exchange Accomodators. They have leveraged their thorough knowledge of contract law, taxation, and investment analysis with a customer centric focus to earn a reputation for getting the tough deals done.
MULTI-TALENTED: While I always learn new aspects of exchanges from listening to David, my hope is that his presentation will focus on his new firm’s services. For years the public was led to believe that Wall Street Mutual Funds were the sole options for 401K investments. David and Tom founded Equity’s sister company, IRA Advantage to empower the investors they’d worked with for the past eighteen years, and offer them a self-directed alternative. With IRA Advantage’s Checkbook LLC structure you receive a time tested procedure that literally gives you the flexibility of writing a check when the investment opportunity arises. No more waiting for a custodian to rationalize your next investment. They utilize proven procedures to enable IRA holders and ease of investment while maintaining their IRA’s integrity. I recommend preparing for your future, and calling your own shots by contacting IRA Advantage to set up your IRA Checkbook: 503.635.1031. I also recommend looking at multifamily investments for solid long term gains without wide fluctuations in value. I’ll go to a rodeo if I want a wild ride.
CCIM LUNCHEON TIME: 12:15 to 1:30 PM on Wednesday, April 1, 2009. Members $35/Guests $45; $5 off early registration.
LOCATION: The Multnomah Athletic Club is located at 1849 SW Salmon St. At over 550,000 Sq. Ft., The MAC is the worlds largest indoor athletic club. Phone: 503.223.6251 Web: www.TheMac.com
CCIM:There are fewer than 9,000 professionals worldwide that have earned the designation; many industry insiders refer to CCIM as the “Doctorate of Real Estate.” The CCIM Institute provides cutting edge training on a broad range of Real Estate Investment topics, as well as signifcant networking opportunities. The Portland Chapter meets at the MAC on the first Wednesday of each month. Brokers network and share “Haves and Wants” from 10:00 am to noon; top tier industry specialists speak at the luncheon, 12:15 to 1:30 PM.