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What is a Self-Directed IRA? - Kaaren Hall with uDirect IRA Services
 
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Hosted by http://www.tngtrustdeeds.com Kaaren Hall with uDirect IRA Services speaks on self-directed IRAs and the power of choosing the investments for your retirement dollars. From ROTH conversions to prohibited transactions, Kaaren talks the audience through many of the basics of what a self directed IRA is and how to get started. Kaaren also specializes in working with real estate investors and alternative investments within self directed accounts. For more information on Kaaren and uDirect IRA Services, see http://www.udirectira.com/.
Views: 59532 trustdeeds
What is Trust Deed Investing?  | Trust Deeds #2
 
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Bruce Norris and Craig Norris with The Norris Group talk about the basics of trust deed investments. Most people don't even know this investment exists. They walk through the basics including information on the deed of trust, promissory note, and the players involved (trustee, beneficiary and trustor). They chat about who would prefer a trust deed investment compared to a rental. They discuss the term "hard money" and why it's used in the industry. DOWNLOAD FREE TRUST DEED INVESTMENT EBOOK: http://bit.ly/trustdeedinvesting CONNECT WITH US! The Norris Group -- https://www.facebook.com/tngtrustdeeds -- http://twitter.com/tngtrustdeeds -- http://www.thenorrisgroup.com -- http://www.tngtrustdeeds.com Call 951-780-5856 for questions.
Views: 674 trustdeeds
Self-Directed IRAs and Real Estate with Kaaren Hall of uDirect IRA Services
 
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Download the presentation: http://www.tngtrustdeeds.com/brunch Kaaren Hall joins the 2013 Financial Tactics Brunch team speaking on self-directed IRAs, the power of checkbook control, what you can and cannot to with your IRA, important rules about disqualified transactions and people when it comes to your retirement account, updates on the industry, and how to protect yourself from fraud. Kaaren also touches on solo 401(k)s, HSAs (Health Savings Accounts, and other accounts you might not even know exist. Extremely power for not only real estate professionals but all those looking into diversifying their portfolio into alternative assets.
Views: 2521 trustdeeds
Estate Planning and the Charitable Remainder Trust l Teresa Rhyne
 
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Download the presentation notes and calculations from Teresa Rhyne at http://www.tngtrustdeeds.com/brunch Estate planning attotney, Teresa Rhyne, joins us for this advanced estate planning session featuring information on charitable estate planning, the charitable remainder trust (CRT), charitable lead trust (CLT) and all the different variations including the annuity, unitrust, net income trust and more. Did you know you can gift a fully depreciated real estate asset into an irrevocable CRT, get a charitable deduction, and enjoy passive income from the trust for a set period of time? Then the remainder goes to your favorite nonprofit or charity? Listen to what only the wealthy used to know about advanced estate planning strategies.
Views: 3260 trustdeeds
What is Involved in the Hard Money Loan Process? - California Trust Deed #6
 
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Bruce Norris and Craig Hill discuss the process for a borrower (real estate investor) to get approved for a loan. The first step is filling out an application that goes over their basic information and employment history. They learn a lot by their bank statements, such as who has the money and where they placed their money. The Norris Group makes loans that are good for the person with the money. If you are going to have a lending business, the most important thing you have to have is the money to be able to lend. This is why you choose your borrowers wisely. In addition, Bruce and Craig discuss how 90+% of the homes they loan on are single-family homes. They do not loan in second position, even if there was equity. The Norris Group has stuck with their model and has helped them gain a large client base. Appraisals are also incredibly important in private money lending. Finally, they discuss the paperwork involved with the loan, including the investment bulletin, lender purchase disclosure statements, escrow instructions, fire insurance, and loan servicing agreement. DOWNLOAD FREE TRUST DEED INVESTMENT EBOOK: http://bit.ly/trustdeedinvesting CONNECT WITH US! The Norris Group -- https://www.facebook.com/tngtrustdeeds -- http://twitter.com/tngtrustdeeds -- http://www.thenorrisgroup.com -- http://www.tngtrustdeeds.com Call 951-780-5856 for questions.
Views: 1280 trustdeeds
Trust Deed Investing with The Norris Group
 
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Bruce Norris and Craig Hill with The Norris Group discuss how to get started in trust deeds, trends in private lending, pooled vs whole note investing, who borrowers hard money, preferred borrowers, who the typical trust deed investor is, and much more. DOWNLOAD FREE TRUST DEED INVESTMENT EBOOK: http://bit.ly/trustdeedinvesting CONNECT WITH US! The Norris Group -- https://www.facebook.com/tngtrustdeeds -- http://twitter.com/tngtrustdeeds -- http://www.thenorrisgroup.com -- http://www.tngtrustdeeds.com Call 951-780-5856 for questions.
Views: 2747 trustdeeds
Real Estate Investing Tax Strategies l Keystone CPA
 
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Download the presentation by Amanda Han and Matt MacFarland with Keystone CPA at http://www.tngtrustdeeds.com/brunch/ Amanda and Matt join us for our 3rd Annual Cutting-Edge Financial Tactics Brunch 2013 to discuss tax changes real estate investors might not be aware of including new investment taxes and the Obama health care tax. These two experts specialize in working with real estate investors to maximize tax savings with strategies like income shifting and making sure your write offs are in order. Must watch for any real estate investor before tax season! Don't wait until March to work on strategies for savings.
Views: 1793 trustdeeds
Why Invest in Trust Deeds? - California Trust Deed Investing #4
 
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Bruce and Craig discuss trust deed investors and how they end up in trust deed investments including retirees, wealth managers, and people who have inherited substantial wealth that don't know what to invest in without affecting principal. Others are those who are successful at business or cashed out of a business and decided this was a really good place to put a chunk of money and earn a good yield. They also discuss the advantages of investing self-directed retirement funds. They talk about yield and how there are two groups of people who view yield differently. Rentals vs. trust deed investing. The important of fire insurance and a little more into monitoring taxes and insurance. Finally, they discuss the role of the broker responsibilities in a private lending transaction. DOWNLOAD FREE TRUST DEED INVESTMENT EBOOK: http://bit.ly/trustdeedinvesting CONNECT WITH US! The Norris Group -- https://www.facebook.com/tngtrustdeeds -- http://twitter.com/tngtrustdeeds -- http://www.thenorrisgroup.com -- http://www.tngtrustdeeds.com Call 951-780-5856 for questions.
Views: 957 trustdeeds
Who is The Norris Group? | Trust Deeds #1
 
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Bruce Norris and Craig Hill start our trust deed investing business sharing how The Norris Group was started and how and when we launched our hard money lending division. Bruce has been a real estate investor since 1980 and he had Craig Hill join the team to launch The Norris group in 1997 when the hard money side was opened. DOWNLOAD FREE TRUST DEED INVESTMENT EBOOK: http://bit.ly/trustdeedinvesting CONNECT WITH US! The Norris Group -- https://www.facebook.com/tngtrustdeeds -- http://twitter.com/tngtrustdeeds -- http://www.thenorrisgroup.com -- http://www.tngtrustdeeds.com Call 951-780-5856 for questions.
Views: 356 trustdeeds
What is Trust Deed Investing - Bruce Norris from The Norris Group
 
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Host: http://www.tngtrustdeeds.com Bruce Norris of The Norris Group on October 29th at Cutting-Edge Financial Tactics Brunch. Bruce reviews why trust deed investing in California is a passive and easy way to make returns while being secured by cash flowing California real estate. The Norris Group's 9% program has created a tremendous opportunity and Bruce goes over specific examples of why trust deed investing is an important piece of a diversified portfolio. For more information on The Norris Group and to receive updates on current trust deed investments, sign up for the free email updates at http://www.tngtrustdeeds.com
Views: 4568 trustdeeds
What is Trust Deed Investing? - California Trust Deed Investing #1
 
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Bruce Norris introduces Craig Hill and The Norris Group as a real estate investor educator, hard money lending, and what is trust deed investing and private money lending? DOWNLOAD FREE TRUST DEED INVESTMENT EBOOK: http://bit.ly/trustdeedinvesting CONNECT WITH US! The Norris Group -- https://www.facebook.com/tngtrustdeeds -- http://twitter.com/tngtrustdeeds -- http://www.thenorrisgroup.com -- http://www.tngtrustdeeds.com Call 951-780-5856 for questions.
Views: 2534 trustdeeds
Who is Involved in a Trust Deed Investment? - California Trust Deed #2
 
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Bruce Norris and Craig Hill discuss trust deed investing and how you are the lender instead of the borrower. Just like a bank. Despite its simplicity, it is not easy to be successful and there are a lot of things you have to watch out for. They also discuss the transaction process and what documentation is involved, including the promissory note and the deed of trust. There are three participants in both the deed of trust and the trust deed investment. You'll find out why it's important to use a licensed broker. There are many types of lenders and they like trust deed investing for different reasons. Bruce and Craig also go into depth about why people would want to put their money into trust deeds. They discuss hard money and the different kinds of individuals that borrow this type of money for investment purposes. DOWNLOAD FREE TRUST DEED INVESTMENT EBOOK: http://bit.ly/trustdeedinvesting CONNECT WITH US! The Norris Group -- https://www.facebook.com/tngtrustdeeds -- http://twitter.com/tngtrustdeeds -- http://www.thenorrisgroup.com -- http://www.tngtrustdeeds.com Call 951-780-5856 for questions.
Views: 1416 trustdeeds
Who invests in trust deeds? | Trust Deeds #4
 
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Bruce Norris and Craig Hill from The Norris Group chat about who invests in trust deeds investments. Most have made their money on other activities and like investing in trust deeds because it's passive and secured. Many invest using retirement accounts including self-directed IRAs, solo 401ks, and pension accounts because they are tax differed. In the case of Roth accounts, taxes has been paid so accrues tax free. Financial planners like trust deeds for clients because of the monthly income. DOWNLOAD FREE TRUST DEED INVESTMENT EBOOK: http://bit.ly/trustdeedinvesting CONNECT WITH US! The Norris Group -- https://www.facebook.com/tngtrustdeeds -- http://twitter.com/tngtrustdeeds -- http://www.thenorrisgroup.com -- http://www.tngtrustdeeds.com Call 951-780-5856 for questions.
Views: 116 trustdeeds
Real Estate CPA Talks 2011 Startegies - Keystone CPA
 
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Host http://www.tngtrustdeeds.com Keystone CPA: http://www.keystonecpa.com Matt Macfarland and Amanda Han with Keystone CPA join the team for the pre-tax season brunch. Keystone CPA specializes in working with real estate investors and alternative assets. Matt and Amanda discuss new changes in tax law, tax free and tax deferred income retirement planning, tax reduction strategies for 2011 and beyond, tax efficient ways to extract profits from your business, and some key tactics before the end of the year. Visit Keystone CPA at http://www.keystonecpa.com
Views: 1746 trustdeeds
Self-Directed IRAs for Real Estate Professionals and Investors 2012
 
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Download the presentation at http://www.tngtrustdeeds.com/events-calendar/ Kaaren Hall with uDirect IRA fills us in self directed IRAs and the ability for individuals to invest in alternatives and what they know best with their retirement accounts. Don't miss the information on disqualified transactions and commingling of funds!!! Learn why self- directed IRAs are a growing industry and option for individuals that want more control over their retirement. Kaaren also talks about the other accounts like solo 401ks that work extremely well for real estate professionals and investors.
Views: 5742 trustdeeds
Funding a Private Money Loan - California Trust Deed Investments #5
 
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Bruce Norris and Craig Hill discuss how their program has worked over the years and what they look for when funding a loan. The Norris Group virtually has 100% of their client's attention, a trust they earned over the 17 years they have been in business. They also discuss what they look for when looking at a loan application, including experience and cash reserves. They look at what would cause them to be hesitant about an application, including a lack of cash and seeing both a borrower and co-borrower. Equity cushion when funding a loan is very important. The Norris Group also talks about the questions you should be asking any hard money loan broker before placing your money including what they lend on, track record, who they lend to, etc. The Norris Group only does first trust deed investments. When the Norris Group funds a loan, it is longer term and 100% of the money is working all the time at their interest rates. The 9.9% program is a well thought-out program that takes into consideration and combines both the private sector who want to have ownership and the group that has a large amount of money who doesn't have a chance to get a yield. DOWNLOAD FREE TRUST DEED INVESTMENT EBOOK: http://bit.ly/trustdeedinvesting CONNECT WITH US! The Norris Group -- https://www.facebook.com/tngtrustdeeds -- http://twitter.com/tngtrustdeeds -- http://www.thenorrisgroup.com -- http://www.tngtrustdeeds.com Call 951-780-5856 for questions.
Views: 940 trustdeeds
Why use a broker for trust deed investments? | Trust Deeds #5
 
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Bruce Norris and Craig Hill from The Norris Group talk about the role of the broker in a trust deed transaction. They answer the often asked question: Why wouldn't I do this on my own? This includes information on risk and legal issues like usury. Far too often we see people do this and lose their hard earned money with investments they don't understand. Professional brokers can shield investors from unnecessary risk because they know the business, the legalities, what to keep up-to-date (insurance, taxes, servicing, etc.), and more. And why we only focus on first trust deeds. Download the book below for the complete details found in this video. DOWNLOAD FREE TRUST DEED INVESTMENT EBOOK: http://bit.ly/trustdeedinvesting CONNECT WITH US! The Norris Group -- https://www.facebook.com/tngtrustdeeds -- http://twitter.com/tngtrustdeeds -- http://www.thenorrisgroup.com -- http://www.tngtrustdeeds.com Call 951-780-5856 for questions.
Views: 140 trustdeeds
California Real Estate Update and Trust Deed Investing
 
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Download his presentation at http://www.tngtrustdeeds.com/events-calendar/ Bruce Norris speaks at the 2nd Annual Cutting-Edge Financial Tactics Brunch at the Mission Inn Hotel and Spa in Riverside, CA. Bruce gives an update as to why he thinks real estate prices are headed up and why passive trust deed investments offer a unique alternative in the market.
Views: 1596 trustdeeds
Real Estate Tax Strategies for 2012 for Real Estate Professionals
 
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Download the presentation at http://www.tngtrustdeeds.com/events-calendar/ Amanda Han and Matt MacFarland with Keystone CPA speak at the 2nd Annual Cutting-Edge Financial Tactics Brunch at the Mission Inn Hotel and Spa in Riverside, CA October 2012. Matt and Amanda discuss current tax changes coming our way in 2013, myths are busted about the new tax on investments under Obamacare, ideas for real estate investors, and many more tax saving strategies.
Views: 1744 trustdeeds
Bruce Norris with The Norris Group on Trust Deed Investing
 
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Bruce Norris is up first at this year's 2013 Financial Tactics Brunch. Bruce talks briefly about the California real estate market and his thoughts on where we are headed in 2014. He then speaks on passive investments in trust deeds. You can watch all of our speakers from our October 26th event at http://tngtrustdeeds.com/brunch
Views: 435 trustdeeds
Who Is a Typical Borrower? - California Trust Deed Investing #3
 
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Bruce Norris and Craig Hill discuss the types of borrowers who will do business with the Norris Group. 95% of hard money borrowers are full-time real estate investors, those that buy houses, fix them up and resell them and those that construct new houses. Bruce talks about his trip to Washington D.C. when he spoke with Fannie Mae and their astonishment to Bruce's loan portfolio. Finally, they discuss the amount of people interested in trust deed investing and the advantages to investing with the Norris Group. Bruce Norris introduces Craig Hill and The Norris Group as a real estate investor educator, hard money lending, and what is trust deed investing and private money lending? DOWNLOAD FREE TRUST DEED INVESTMENT EBOOK: http://bit.ly/trustdeedinvesting CONNECT WITH US! The Norris Group -- https://www.facebook.com/tngtrustdeeds -- http://twitter.com/tngtrustdeeds -- http://www.thenorrisgroup.com -- http://www.tngtrustdeeds.com Call 951-780-5856 for questions.
Views: 795 trustdeeds
California Trust Deed Investing in the Inland Empire
 
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Aaron Norris discusses California trust deed investing with the Norris Group and goes over two recent transactions in the Inland Empire which include Apply Valley and Hesperia. More examples at http://www.tngtrustdeeds.com/
Views: 168 trustdeeds
Who borrows hard money? | Trust Deeds #3
 
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Bruce Norris and Craig Hill of The Norris Group share how borrowers hard money including fix and flippers, builders, and landlords holding rentals. They also share who they do and do not lend to. There are some borrowers The Norris Group just do not work with because of unnecessary risk. They also discuss how they qualify borrowers to make sure money sources are secured and why The Norris Group is well equipped for this borrower. DOWNLOAD FREE TRUST DEED INVESTMENT EBOOK: http://bit.ly/trustdeedinvesting CONNECT WITH US! The Norris Group -- https://www.facebook.com/tngtrustdeeds -- http://twitter.com/tngtrustdeeds -- http://www.thenorrisgroup.com -- http://www.tngtrustdeeds.com Call 951-780-5856 for questions.
Views: 82 trustdeeds
Q&A for Tactics Brunch
 
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All speakers get together to answer questions from the audience.
Views: 155 trustdeeds
Temecula2013 P5
 
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Views: 34 trustdeeds
California Trust Deed Investing in the Inland Empire
 
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Aaron Norris discusses California trust deed investing with the Norris Group and goes over two recent transactions in the Inland Empire which include Apply Valley and Hesperia. More examples at http://www.tngtrustdeeds.com/
Views: 93 trustdeeds
Trust deeds frequently asked questions? | Trust Deeds #7
 
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Bruce Norris and Craig Hill from The Norris Group discuss some of the most frequently asked questions about trust deeds including what happens when the term is complete, what happens when interest rates increase, what happens when prices decrease, what happens if a borrower stops making their payment, special insurance requirements and many more. They also discuss why we lend in California and what are the requirements to invest in trust deeds including net worth requirements. DOWNLOAD FREE TRUST DEED INVESTMENT EBOOK: http://bit.ly/trustdeedinvesting CONNECT WITH US! The Norris Group -- https://www.facebook.com/tngtrustdeeds -- http://twitter.com/tngtrustdeeds -- http://www.thenorrisgroup.com -- http://www.tngtrustdeeds.com Call 951-780-5856 for questions.
Views: 95 trustdeeds
Hard Money Loans Frequently Asked Questions - California Trust Deed #7
 
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Bruce Norris and Craig Hill discuss the process once an investor agrees to take the loan. They will first ask them how they want to hold the title and where they will vest it. This information is sent to the escrow officers to prepare the documents for the lender to sign. The transaction is closed once the money is sent, and the Norris Group keeps the promissory notes. The next part of the process is the servicing where the Norris Group receives the title policy, a recorded deed of trust, and a fire insurance policy. In addition, they discuss the types of clients the Norris Group usually works with as well as how they helped people feel more comfortable who went to an 8-year program after working with 12 month trust deeds. DOWNLOAD FREE TRUST DEED INVESTMENT EBOOK: http://bit.ly/trustdeedinvesting CONNECT WITH US! The Norris Group -- https://www.facebook.com/tngtrustdeeds -- http://twitter.com/tngtrustdeeds -- http://www.thenorrisgroup.com -- http://www.tngtrustdeeds.com Call 951-780-5856 for questions.
Views: 1335 trustdeeds
What is the process to invest in trust deeds? | Trust Deeds #6
 
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Bruce Norris and Craig Hill from The Norris Group talk about the process of getting a trust deed going and what the borrower does to apply for a hard money loan. They discusses the typical inventory The Norris Group lends on including residential, some units, and the occasional commercial project in Southern California. Bruce talks about pooling loans and what to watch out for and the difference with whole note investing. They talk about some of the biggest mistakes potential trust deed investors make. They two discuss also what paperwork is required in a trust deed investment and what happens when an investor moves forward with a trust deed including the appraisal review, funding requirements, and the timeline for needing paperwork back. Then, they cover what to expect as the investment goes along. REGISTER TO RECEIVE THE LATEST DEALS: http://bit.ly/trustdeedinvesting CONNECT WITH US! The Norris Group -- https://www.facebook.com/tngtrustdeeds -- http://twitter.com/tngtrustdeeds -- http://www.thenorrisgroup.com -- http://www.tngtrustdeeds.com Call 951-780-5856 for questions.
Views: 129 trustdeeds