WIN Multifamily Show

Patrick Duffy is the Founder and CEO of Tactical Asset Management, LLC, a leading provider of asset management and technology services for multifamily operators nationwide. Mr. Duffy is also an active multifamily operator with a portfolio encompassing over 1,700 units and market value of $95M (January 2020). Mr. Duffy is a 2013 graduate of Harvard University.

Brent has been investing in multifamily since 2015 and has been invested in over 500 multifamily units in Texas, Georgia, and Ohio. He started investing in real estate in 2012 buying, rehabbing, and renting single family houses in the Dallas, TX area. Brent has a B.S. in Electrical Engineering from the University of Texas at Austin and is a registered Professional Engineer in the state of Texas. He has worked as a consulting engineer in the power/energy industry leading numerous multi-million dollar projects and has been responsible for the development of over $1B in construction projects.

Chris believes investing in real estate is the best building block for financial freedom. He is a firm believer in affirmations exemplified by notes personally placed around every corner, which serve as a constant reminder that every day is special and that his life is purposeful!

Soon after relocating to Charlotte, Chris developed an extreme passion for real estate. By the time he was 24, company principal Chris Salerno successfully transacted more than 40mm in real estate volume and helped lead the #1 real estate team in the Carolinas to produce more than 140mm in annual sales. Named to Charlotte’s 30 under 30, Elite 50, Elite 50 entrepreneurs, 30 under 30 entrepreneurs, and nominated for Forbes 30 under 30, Chris has quickly gained recognition, and notoriety for his hard work, and dedication.

Chris is also the founder and host of the “Mindful Multi-family Podcast. Through Chris’ vision, QC Capital has quickly become a well-respected, high-return investment firm.

Dugan P. Kelley co-founded Kelley Clarke, PLLC with the mission to deliver big firm expertise and experience to our local community. Kelley Clarke currently serves clients throughout the United States with its principal offices in Prosper, Texas and Santa Barbara, California. Mr. Kelley chairs the firm’s real estate practice group, assisting clients in all phases of multi-family, commercial, and residential acquisitions or sales. Mr. Kelley’s real estate expertise includes transactional services for his clients ranging from commercial loan closings, real estate private equity capital raises, joint venture agreements, commercial leasing, business acquisitions and general commercial real estate services for multi-family syndicators, investors, and developers.

Throughout Mr. Kelley’s 18 years of experience, he has tried numerous cases in state and federal courts, administrative courts, and arbitration. With over $70 million in verdicts, settlements, workouts, and millions in settlements prior to trial, Mr. Kelley understands that there isn’t a one-solution fits all for every case. Mr. Kelley routinely advises real estate investors and other entrepreneurs about entity selection, corporate formation, risk assessment and other related transactional needs. Mr. Kelley also represents a number of companies and family businesses in providing advice and counsel in the capacity as outside general counsel.

Mr. Kelley was previously a partner with Cappello & Noel, one of the nation’s foremost complex commercial litigation firms, in Santa Barbara, California. While at Cappello, Mr. Kelley successfully prosecuted and defended major commercial litigation involving a variety of commercial matters including lender liability, contract and transactional disputes, and fraud. Prior to his tenure at Cappello, Mr. Kelley was a litigator at Bonne, Bridges, Mueller, O’Keefe & Nichols in Los Angeles where he successfully defended healthcare professionals and healthcare institutions involved in malpractice suits. Mr. Kelley’s practice also included defending employment claims against professionals and the County of Los Angeles. Prior to moving into the civil sector, Mr. Kelley successfully prosecuted criminal matters.

In addition, for several years, Mr. Kelley was an adjunct law professor teaching fundamental legal skills, legal research and writing, and moot court to law students in the Orange County area. From 2008 through 2016, Mr. Kelley has been selected as a “Super Lawyer Rising Star,” with only 2.5% of attorneys recognized as the best attorneys. Mr. Kelley routinely acts as a mediator for other attorneys or as settlement counsel for complex litigation matters that require a unique solution. Mr. Kelley is a best selling author of Purpose, Passion & Profit and is frequent speaker and lecturer at events.

Mr. Kelley and his wife, Michelle have 3 boys. The entire Kelley family is actively involved in giving back to their local church and community.

Kim Lisa Taylor, Esq. is the founder of Syndication Attorneys PLLC, a boutique corporate securities law firm that helps clients nationwide with their federal real estate securities offerings.

Kim and the other members of the Syndication Attorneys team focus on helping small business owners/developers structure and convey their investment opportunities in a way that will attract private investors, both domestic and foreign. They teach their clients how to use securities laws effectively and provide them the tools and resources they need to achieve their business goals legally. More than a law firm, Syndication Attorneys PLLC helps entrepreneurs create successful investment companies.

Licensed as an attorney in California since 2002, Kim has made corporate securities law her primary focus since 2008. She has been licensed as an attorney in Florida since 2012. Kim has written more than 100 Securities Offerings and numerous Joint Venture Agreements for entrepreneurs raising money — $50,000 to $100,000 or more at a time — from private investors, whether from within their own network of family and friends, through crowdfunding on the Internet or from private equity joint venture partners.

In addition to her work with the firm’s clients, Kim is a nationally recognized expert in the securities industry and a highly sought-after speaker, instructor and author.

She has written numerous articles on the subjects of syndication, corporate securities and raising funds from private investors. Many of her articles have been published in nationally distributed magazines and trade journals.

Kim regularly presents educational programs and conducts training at entrepreneur, real estate investing and crowdfunding conferences to help investors understand the complexities involved in raising private money and to keep them on the right side of the law. She has taught groups of all sizes and experience levels how to structure offerings with private investors and how to legally advertise (crowdfund) their offerings.

Doug Banerjee is the Senior Managing Director of Greysteel.

Greysteel is a leading transactional commercial property adviser for private, middle-market and institutional investors. Our platform optimizes options for our clients by providing end-to-end investment services, from sales and financing to research and investment planning. Strategically located across the United States, Greysteel has established broad market coverage from coast-to-coast.

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Mark and Tamiel Kenney are seasoned real estate investors and the founders of Think Multifamily, a leading Multifamily Acquisition & Education company that prides itself on a family-oriented approach to business.

Mark & Tamiel started their real estate career over 25 years ago and have a passion for helping others succeed in the multifamily arena. They are coaching others to go BIG, fast with Apartment Investing.

They have invested in 6500+ apartment units with a strategy focused on acquiring, owning, and operating apartments, and providing clients with the opportunity to invest in real estate through syndication at a reduced risk, that would otherwise be unobtainable.

The duo at the heart of Think Multifamily stand firmly behind a business model promoting transparency, authenticity, and servant leadership.

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Arina Shulga is a corporate and securities attorney specializing in private placements. Learn about the legal frameworks that shape a real estate syndication and how limit partners can participate in purchasing cash flowing commercial real estate.

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Sarah has been working in tech most of her career, and started learning about investing in real estate years ago as a way to early retirement. SuGo Capital is a company that connects investors with strong passive income opportunities.

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As the Director of Acquisitions for Spartan Investment Group LLC, Ben Lapidus brings his skills in investment and corporate finance to drive the growth of the firm's portfolio containing self-storage, RV park, & ground up development projects. With over 50 dozen successful deals under his belt, Ben is also the founder and host of the national Best Ever Real Estate Investing Conference and managing partner of Indigo Ownerships, his personal holding company.

Before Spartan, Ben started & sold a multi-million dollar study abroad company before working with several start-ups through IPO or acquisition. He graduated Rutgers University with dual degrees in Finance and Economics where he was the founder of the Rutgers Entrepreneurial Society.

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