Thursday 05/08

9am - 12pm: “Hard lessons after 40 years investing in real estate.” Hard lessons and real stories from long-term investors.
1pm - 5pm: “Clarity in Your Communication: An Essential Tool for All Real Estate Investors” by Jeff Watson. Investors and business owners waste multiple hours per day as well as economic resources because of incomplete or unclear communication. In his best-selling book Boaz on Business, Jeff talks about communication principles and techniques that were successful over 3,000 years ago and still work today when it comes to real estate investing and business.
6-9pm: Beer & wine reception, Hors D'Oeuvres and personal property trading session.

Friday 05/09

9am - 5pm: The Marketing Session will begin promptly at 9am. It will be littered with new formulas and ideas that will open your mind to creative marketing and generate new ideas and opportunities for you. We’ll have experienced moderators that will guide attendees through the session so we can get as much product into the marketplace as possible. Make sure to stay for our raffle at the end of the event.

Breakfast & lunch included!

Jeffery S. Watson is an Ohio attorney who has had an active trial and hearing practice for over 30 years. As a trial lawyer, he has a unique perspective on real estate investing, wealth building and asset protection. He has tried over 20 civil jury trials and has handled thousands of contested hearings. Jeff has changed the law in Ohio 5 times via litigation or legislation.

As a real estate investor since 1994, investing in both residential and commercial properties Jeff has been through multiple market cycles. He currently represents established real estate investors in commercial and residential matters when the transactions involve self-directed retirement accounts. He is a recognized thought leader and innovator in the field of real estate and note investing, wealth building and self-directed retirement account transactions. Thousands of investors have used documents created by Jeff to invest in notes or properties.

Jeff is a nationally-recognized authority regarding regulatory concerns with wholesaling. In his home state of Ohio, he has worked with the Ohio Division of Real Estate and nationally with ARELLO regarding the legality of wholesaling.

In 2018 Jeff became a member of the board of directors of Quest Trust Company, a nationally recognized leader in SDIRA services.
Jeff is general counsel to the National Real Estate Investors Association. Jeff is also general counsel to and a cofounder of Realeflow, LLC, which made the Inc 500 list in 2011. Another of his clients made the Inc 500 list in 2018. He currently advises five different national training or educational organizations with a combined membership of over 200,000 investors. Jeff authors an email newsletter twice a week and maintains a blog at WatsonInvested.com on investing, business and entrepreneurship which are read by over 10,000 successful investors.

From 2010 to present, Jeff has led lobbying efforts in Washington, DC on behalf of real estate investors which has brought about several changes in both government regulation and policy on distressed property purchases and resales. In 2014 and 2015, his efforts on Capitol Hill helped bring about change in the U.S. tax code and helped reinstate the Mortgage Debt Forgiveness Act. He also met with FHFA regarding disposition of defaulted notes and mortgages in a bulk format. In 2016 Jeff met with the Consumer Financial Protection Bureau regarding regulating land installment contracts, and he is currently working to secure passage of the Affordable Home Access Act, during the past 3 session of Congress.

In 2021 Jeff co-led the fight to protect SDIRAs from harsh restrictions. The Build Back Better bill was amended before the House vote on Nov 3rd 2021 due to these efforts, with the harsh restrictions on SDIRA removed.

Jeff’s efforts to secure reform in the real estate arena aren’t just on Capitol Hill. In 2016 he was instrumental in the passage of H.B. 463 amending the Ohio Civil Rights Act to protect Landlords from frivolous claims as to “comfort animals”. He was the co-creator of the Option Contract method that revolutionized the short-sale flipping process in 2008.

The success of these meetings relies on active participation and bringing a piece to the puzzle. Come prepared with:

• Property of any type (whether you own it, have it under contract, or represent it).

• 1031 money (or represent a client with 1031 money or a client under contract to sell, creating a potential 1031).

• Notes (existing or to be created, performing or non-performing).

• IRA money and self-directed retirement funds.

• Clients or friends who have property, funds, or equity to bring to the table.

• Lending opportunities and fund opportunities.

• Equity and debt.

• Willingness to think outside the box with creative financing and deal structures.

• Partnerships and joint ventures.

• Business assets or interests that could be traded.

• Tax and legal expertise.

• Connections to brokers, investors, and developers who can participate in creative exchanges.

The more you bring, the more valuable the meeting will be for everyone!

Come prepared with detailed knowledge about the property and its owner. Knowing the seller’s motivation and key details will help you structure better deals and uncover hidden opportunities.

Be ready to discuss:

• Why the owner is selling.

• Debt terms (amount, interest rate, loan duration).

• The property’s current gross and net income (NOI).

• Plans for the sale proceeds.

• Tax basis.

• How long they’ve owned it, their family situation, and future plans.

• What else do they own?

• To what extent can they add cash?

• What other offers have they had on the property?

The more you know, the more valuable you’ll be in the room.

You can park at the venue for free.

We’ve negotiated a discounted rate with SpringHill Suites Fort Myers Estero.

$109/night if you book before 04/15/25.

When booking, please use this code or if calling, mention that you’re part of the Florida Real Estate Exchangors group.