Agenda

National REI Summit 2025

AGENDA
Wed, Oct 29
Thu, Oct 30
Fri, Oct 31
Sat, Nov 1
Sun, Nov 2
4:00 PM
Registration Opens
🕒 4:00 PM – 8:00 PM
Convention Center
  • Pick up Nametags and Check-In
7:30 PM
Welcome Reception Sponsored by Equity Trust Company
🕒 7:30 PM – 9:00 PM
Sequoia 1-2 & Sequoia 3
  • Come get into the swing of things with a drink and some snacks compliments of event partner Equity Trust Company
8:00 AM
Registration Opens
🕒 8:00 AM – 5:00 PM
Convention Center
8:30 AM
The Rental Roadmap: How to Find, Evaluate, Manage, and Scale a Rental Portfolio
🕒 8:30 AM – 5:00 PM
Sequoia 1-2
New Investors
Cash Flow Seekers
Active Investors
All-day Workshop
Rentals are one of the fastest paths to long-term wealth — but only if you buy the right ones and manage them well. Learn how Elizabeth built her 50+ unit portfolio while working less than 10 hours a week.
SPEAKER
Elizabeth Enright Phillips Elizabeth Enright Phillips
8:30 AM
Hands-On Workshop: Learn to Use the Financial Calculator—Your Essential Creative Finance Tool
🕒 8:30 AM – 12:00 PM
Sequoia 4-6
Active Investors
Creative Finance
Half Day Workshop
Master the 10bii calculator and take control of deal math so you can evaluate opportunities with confidence and negotiate from a position of strength.
SPEAKER
Ari Newman Ari Newman
8:30 AM
The Advanced DealMaker Forum—Requires Additional Registration and Qualification
🕒 8:30 AM – 5:00 PM
Fallen Timber A-B-C
Active Investor
Mastermind
All-day Workshop
Engage in meaningful discussion and problem-solving with other advanced investors without any specific ‘topic’ constraints. This closed-door session will NOT be recorded and is only open to investors with at least 5 years of full-time investing experience and at least 50 deals completed.
SPEAKER
John Hyre John Hyre, Esq.
12:00 PM
Lunch on Your Own
🕒 12:00 PM – 1:30 PM
1:30 PM
Half Day Intensive: How to Build a Rock-Solid Estate & Asset Protection Plan NOW for Generational Wealth Later
🕒 1:30 PM – 5:00 PM
Sequoia 4-6
Active Investors
Business Building
Tax Saving
Half Day Workshop
Learn how to protect your assets now—and ensure your family inherits them without legal battles, taxes, or probate headaches later.
SPEAKER
Lee Phillips Lee Phillips
5:00 PM
Dinner (on your own)
🕒 5:00 PM – 7:00 PM
7:00 PM
Nationwide Haves and Wants Meeting and Networking Contest
🕒 7:00 PM – 8:30 PM
Sequoia 1-2
Networking
8:30 PM
VIP Reception (requires separate admission)
🕒 8:30 PM – 10:00 PM
Fallen Timber A-B-C
Networking
  • Have VIP tickets? Join your fellow members, our experts, and sponsors for networking, snacks, and free drinks.
9:00 PM
Cash Flow Game Tournament Round 1
🕒 9:00 PM – ??
Back Hallway
Networking
8:00 AM
Registration Opens/Vendor Trade Show
🕒 8:00 AM – 5:00 PM
Convention Center
8:30 AM
The Recession-Resistant Investor: How to Be Ready to Win When the Market Cracks
🕒 8:30 AM – 10:00 AM
Sequoia 1-2
Active Investors
Business Building
Build buffers, reserves, and systems so you can thrive during downturns— while others are scrambling to survive.
SPEAKER
Amanda Neely Amanda Neely
8:30 AM
The Retirement Multiplier: How Single Family Homes Supercharge Wealth
🕒 8:30 AM – 10:00 AM
Sequoia 4-6
Active Investors
Cash Flow Seekers
Discover how single-family homes—invested the right way—can become the most reliable retirement multiplier in your portfolio.
SPEAKER
Jason Engelman Jason Engelman
8:30 AM
Notes vs. Properties: The Overlooked Diversification Strategy Every Investor Should Consider
🕒 8:30 AM – 10:00 AM
Fallen Timber A-B-C
New Investors
Active Investors
Business Building
Discover how combining notes and properties can unlock new layers of diversification, cash flow, and long-term security.
SPEAKER
Darrin Carey Darrin Carey
8:30 AM
Business-Building Mastermind—Requires Additional Registration and Qualification
🕒 8:30 AM – 5:00 PM
Caribou
Business Building
Mastermind
All-day Workshop
Small-group (max 10) mastermind with uber-investor Bob Dressman focused on scaling beyond solopreneurship—hiring, planning, automation, partnerships, and more.
FACILITATOR
Bob Dressman Bob Dressman
10:00 AM
Networking Break—Vendor Trade Show
🕒 10:00 AM – 10:30 AM
Networking
10:30 AM
Stronger Together: Strategies, Allies, and Profits in a Shifting Market
🕒 10:30 AM – 12:00 PM
Sequoia 1, 2 & 3
New Investors
Active Investors
Deal Finding
Business Building
Wealth Building
Yes, the market has shifted. But shifts mean MORE opportunity, not less—if you have the guts, skills, and allies to be an early adopter of the strategies that work in 2025 and 2026
SPEAKER
Vena Jones-Cox Vena Jones-Cox
12:00 PM
Lunch on Your Own or with our sponsors (box lunches with tickets)
🕒 12:00 PM – 1:30 PM
12:00 PM
AI for Real Estate Investors Who Hate AI (But Love Making More Money)
🕒 12:00 PM – 1:30 PM
Sequoia 1-2
New Investors
Active Investors
Deal Finding
Cash Flow Seekers
Learn how to cut busywork, close more deals, and stay ahead using simple AI tools—without becoming a tech geek.
SPEAKER
Damon Remy Damon Remy
12:00
How to Invest in Houses without Having to Find, Evaluate, or Manage Houses
🕒 12:00 PM – 1:30 PM
Sequoia 4-6
Active Investors
Cash Flow Seekers
Get the benefits of single-family real estate—cash flow, appreciation, and stability—without the headaches of finding, evaluating, or managing properties yourself.
SPEAKER
Jason Engelman Jason Engelman
12:00 PM
Investment Property Insurance (and What You Need to Know)
🕒 12:00 PM – 1:30 PM
Fallen Timber A-B-C
New Investors
Active Investors
Business Building
Learn how to protect your portfolio without overpaying—by getting the right coverage for rentals, rehabs, and everything in between.
SPEAKER
Kevin Jenkins Kevin Jenkins
1:30 PM
Notes: The Secret Weapon for Fast Cash, Big Profits, and a Truly Passive Future
🕒 1:30 PM – 3:00 PM
Sequoia 1-2
New Investors
Active Investors
Cash Flow Seekers
Flippers
What if the most powerful wealth-building tool in real estate isn’t the property at all? Donna Bauer reveals how notes can accelerate your deals, profits, and passive income.
SPEAKER
Donna Bauer Donna Bauer
1:30 PM
Master Leasing Mid-Term Rentals for Massive Freedom
🕒 1:30 PM -- 3:00 PM
Sequoia 4-6
New Investors
Active Investors
Cash Flow Seekers
Creative Finance
As short-term rentals face more regulation and volatility, mid-term rentals are emerging as a powerful, underused wealth-building strategy. Melissa Yatzeck will show how master leasing lets you control properties, keep startup costs low, and build reliable, family-supporting income—without owning the houses.
SPEAKER
Melissa Yatzeck Melissa Yatzeck
1:30 PM
Unlock Off-Market Deals in the Pre-Foreclosure Goldmine
🕒 1:30 PM – 5:00 PM
Fallen Timber A-B-C
New Investors
Deal Finding
Cash Flow Seekers
Half Day Workshop
Learn how to uncover hidden pre-foreclosure deals, help distressed sellers, and turn overlooked properties into profitable opportunities.
SPEAKER
Dwan Bent-Twyford Dwan Bent-Twyford
3:30 PM
Networking Break—Vendor Trade Show
🕒 3:30 PM – 4:00 PM
Networking
3:30 PM
The No-Cash Path to Financial Freedom through Rentals
🕒 3:30 PM – 5:00 PM
Sequoia 1-2
New Investors
Active Investors
Cash Flow Seekers
Creative Finance
Learn how Chad built 80 rentals with no bank loans—and how you can start buying cash-flowing properties without money or credit.
SPEAKER
Chad Harris Chad Harris
3:30 PM
Beyond the 1031: How to Use Irrevocable Trusts to Defer Capital Gains on Real Estate, Businesses, and More
🕒 3:30 PM – 5:00 PM
Sequoia 4-6
Active Investors
Tax Saving
Cash Flow Seekers
Advanced Investors
Discover how Todd deferred capital gains on 64 properties using irrevocable trusts— a powerful, flexible alternative to the 1031 exchange.
SPEAKER
Todd VanMeter Todd VanMeter
5:00 PM
Dinner (on your own)
🕒 5:00 PM – 7:00 PM
7:00 PM
Panel Discussion: My Biggest Deal Finding Secret & Networking Contest
🕒 7:00 PM – 8:30 PM
Sequoia 1, 2 & 3
Panel Discussion
8:30 PM
VIP Reception (requires separate admission)
🕒 8:30 PM – 10:00 PM
Fallen Timber A-B-C
Networking
  • Have VIP tickets? Join your fellow members, our experts, and sponsors for networking, snacks, and free drinks.
9:00 PM
Cash Flow Game Tournament Round 2
🕒 9:00 PM – ??
Back Hallway
Networking
8:00 AM
Registration Opens/Vendor Trade Show
🕒 8:00 AM – 5:00 PM
Convention Center
8:30 AM
Youth Entrepreneurial Academy
🕒 8:30 AM – 5:00 PM
Symposium
All-day Workshop
A high-energy, two-day academy for 8th–12th graders that teaches real-world money, leadership, and investing skills through hands-on challenges and games.
SPEAKER
Brian Buckelew Brian Buckelew
8:30 AM
How to Save $25,000 in Taxes in 2025: A Case Study
🕒 8:30 AM – 10:00 AM
Sequoia 1-2
Active Investors
Cash Flow Seekers
Tax Saving
Discover how Scott helped a real investor legally wipe out $25K in taxes using cost segregation—and how you can do it too.
SPEAKER
Scott Ellsworth Scott Ellsworth
8:30 AM
You’re Not Failing, You’re Working on the Wrong Things. Here’s How to Fix It—Fast
🕒 8:30 AM – 10:00 AM
Sequoia 4-6
New Investors
Active Investors
Flippers
Business Building
Feeling stuck in chaos? Damon shows how to break the “hustle loop” and build a business that delivers clarity, profit, and freedom.
SPEAKER
Damon Remy Damon Remy
8:30 AM
Protecting Your Capital: Proven Risk Strategies Every Real Estate Investor Needs
🕒 8:30 AM – 10:00 AM
Fallen Timber A-B-C
New Investors
Active Investors
Cash Flow Seekers
Learn how Carrie has safeguarded billions in investor capital—and how you can protect your money while still earning strong returns.
SPEAKER
Carrie Cook Carrie Cook
10:00 AM
Networking Break—Vendor Trade Show
🕒 10:00 AM – 10:30 AM
Networking
10:30 AM
Contribute More, Deduct More, Pay Less in Taxes: The Secret Power of the Solo 401(k)
🕒 10:30 AM – 12:00 PM
Sequoia 1-2
Active Investors
Business Building
Advanced Investors
Learn how to contribute more, deduct more, and save more taxes with the overlooked power of the Solo 401(k).
SPEAKER
John Bowens John Bowens
12:00 PM
Lunch on your own or with sponsors providing box lunches with tickets
🕒 12:00 PM – 1:30 PM
12:00 PM
How to Get Experienced Investors to Fund Your Deals
🕒 12:00 PM – 1:30 PM
Sequoia 1-2
New Investors
Active Investors
Creative Finance
Learn how to structure and present your deals so experienced investors want to say yes—and fund your next deal.
SPEAKER
Darrin Carey Darrin Carey
12:00 PM
The 3 Hidden Leaks Killing Your Real Estate Wealth (and How to Plug Them Without Debt or Wall Street)
🕒 12:00 PM – 1:30 PM
Sequoia 3
Wealth Building
Active Investors
Stop the slow drip of interest, taxes, and missed planning that’s quietly draining your real estate profits—before it’s too late.
SPEAKER
Amanda Neely Amanda Neely
12:00 PM
What You Don’t Know About Property Insurance CAN Hurt You
🕒 12:00 PM – 1:30 PM
Sequoia 4-6
New Investors
Active Investors
Business Building
Most investors carry the wrong insurance—and don’t find out until it’s too late. Learn how to insure even your trickiest deals, and protect your portfolio from devastating gaps.
SPEAKER
Seth Markum Seth Markum
12:00 PM
The Answers You Didn’t Know You Needed: Breaking Down Trust Deed Investing
🕒 12:00 PM – 1:30 PM
Fallen Timber A-B-C
New Investors
Active Investors
Business Building
Wealth Building
Demystify trust deed investing—how it works, how to manage risks, and how to earn consistent returns using this proven wealth-building strategy.
SPEAKER
Brock Norred Brock Norred
1:30 PM
How to Get More Cash Flow by Turning Your Rentals Into Notes
🕒 1:30 PM – 3:00 PM
Sequoia 1-2
Active Investors
Cash Flow Seekers
Escape the grind of rentals and discover how to build passive cash flow by turning your properties into notes.
SPEAKER
Eddie Speed Eddie Speed
1:30 PM
Get Extraordinary Asset Protection & Tax-Saving Strategies Without Expensive Lawyers
🕒 1:30 PM – 5:00 PM
Fallen Timber A-B-C
New Investors
Active Investors
Business Building
Tax Saving
Half Day Workshop
Get real, usable tax and asset protection strategies—without wasting money on overpriced lawyers or vague advice.
SPEAKER
Bill Noll Bill Noll, Esq, CPA
2:00 PM
The Social Impact Investing Panel
🕒 2:00 PM – 2:50 PM
Sequoia 4-6
Panel Discussion
Meet investors who are changing entire towns, housing vulnerable populations, and proving you can do well while doing good.
PANELISTS
Elizabeth Enright Phillips Elizabeth Enright Phillips
Sam Warf Sam Warf
Tiffani Ray Tiffani Ray
Dwan Bent-Twyford Dwan Bent-Twyford
Mark Hutton Mark Hutton
3:00 PM
The New Construction Panel
🕒 3:00 PM – 3:50 PM
Sequoia 4-6
Panel Discussion
Meet real investors who are building properties from the ground up—why they do it, what it takes, and how they see the market evolving.
PANELIST
Doug Simpson Doug Simpson
Norma Richards Norma Richards
Todd VanMeter Todd VanMeter
3:30 PM
Turn a Single-Family Home into $5,000 – $15,000 in Monthly Cash Flow
🕒 3:30 PM – 5:00 PM
Sequoia 1-2
Active Investors
Cash Flow Seekers
Business Building
Learn how to turn a single-family home into a high-cash-flow residential assisted living property—while making a real impact.
SPEAKER
Mark Hutton Mark Hutton
4:00 PM
The Out-of-Country Investing Panel
🕒 4:00 PM – 4:50 PM
Sequoia 4-6
Panel Discussion
Learn how real investors successfully buy, manage, and profit from properties around the world—from Europe to Australia to Central America.
PANELISTS
Jeff Rickerman Jeff Rickerman
Stephen Kieghery Stephen Kieghery
Kathie Russell Kathie Russell
5:00 PM
Dinner on Your Own
🕒 5:00 PM – 7:00 PM
7:00 PM
Presenter Panel
🕒 7:00 PM – 8:30 PM
Sequoia 1,2 & 3
Panel Discussion
9:00 PM
Cash Flow Game Tournament Final Round
🕒 9:00 PM – ??
Back Hallway
Networking
7:30 AM
Non-Denominational Worship Service
🕒 7:30 AM – 8:15 AM
Fallen Timber A-B-C
Networking
SPEAKER
Donna Bauer Donna Bauer
8:00 AM
Registration Opens/Vendor Trade Show
🕒 8:00 AM – 5:00 PM
Convention Center
8:30 AM
Youth Entrepreneurial Academy
🕒 8:30 AM - 5:00 PM
Symposium
All-day Workshop
A high-energy, two-day academy for 8th–12th graders that teaches real-world money, leadership, and investing skills through hands-on challenges and games.
SPEAKER
Brian Buckelew Brian Buckelew
8:30 AM
Is Commercial Real Estate Your Next Step?
🕒 8:30 AM - 10:00 AM
Sequoia 1-2
Active Investors
Cash Flow Seekers
Thinking about stepping up from single-family deals to commercial real estate? Commercial real estate isn’t just for institutions and insiders anymore—it’s for smart investors who are ready to scale, stabilize, and stop playing the small game.
SPEAKER
Jason Dillard Jason Dillard
8:30 AM
How to Find, Hire, and Manage Your First Virtual Assistant (and Grow More in Less Time)
🕒 8:30 AM – 10:00 AM
Sequoia 4-6
Business Building
New Investors
Active Investors
Discover how to delegate, automate, and scale your real estate business using virtual assistants without burning out.
SPEAKER
Tancy Mason-Phillips Tancy Mason-Phillips
8:30 AM
1031 Exchanges: How Smart Investors Defer Taxes and Grow Wealth
🕒 8:30 AM – 10:00 AM
Fallen Timber A-B-C
Active Investors
Cashflow Seekers
A properly executed 1031 exchange can mean the difference between a tax bill that drains your profits and reinvestment capital that compounds your portfolio. Theresa Knower has spent nearly two decades guiding investors through exchanges—this session shows you how to protect your gains and accelerate your growth.
SPEAKER
Theresa Knower Theresa Knower
10:00 AM
Networking Break—Vendor Trade Show
🕒 10:00 AM – 10:30 AM
Networking
10:30 AM
Get More of Everything You Want by Telling Unforgettable Stories
🕒 10:30 AM – 12:00 PM
Sequoia 1,2 & 3
Active Investors
Business Building
Every deal you close, every private lender you recruit, every ally you gain starts with 3 stories: the one you tell yourself, the one others believe about you, and the one you share about your deals.
SPEAKER
Michael Davis Michael Davis
12:00 PM
Lunch (on your own)
🕒 12:00 PM – 1:30 PM
12:00 PM
How to Convert Your Traditional Retirement Plan to a Roth—And NOT Lose Your Shirt
🕒 12:00 PM – 1:30 PM
Sequoia 1-2
Active Investors
Advanced Investors
Tax Saving
Learn a smart, step-by-step Roth conversion strategy that lets you enjoy today’s tax deductions while still building a future of tax-free income.
SPEAKER
Scott Ellsworth Scott Ellsworth, CPA
1:30 PM
How to Do Subject To Legally, Ethically, and Profitably
🕒 1:30 PM – 4:30 PM
Sequoia 1-2
New Investors
Active Investors
Creative Finance
Cash Flow Seekers
Discover how to do “subject to” deals the right way—legal, ethical, and profitable—with one of the nation’s most experienced creative investors.
SPEAKER
Vena Jones-Cox Vena Jones-Cox
1:30 PM
Advanced Tax Strategies for Serious Investors
🕒 1:30 PM – 4:30 PM
Fallen Timber A-B-C
Advanced Investors
Tax Saving
Business Building
John Hyre, Esq. shares advanced strategies that save money, protect assets, and accelerate wealth-building — tailored for serious real estate investors.
SPEAKER
John Hyre John Hyre, Esq.
4:45 PM
GRAND DOOR PRIZE! Must be present to win!
🕒 4:45 PM – ??
Sequoia 4-6