Thursday, December 4

9am - 12:30pm: Education session with the one and only, Bill Cook! Learn from one of the country's most imaginative creative deal structurers with 32+ years of face-to-face experience. Bill will share real-life examples and current deal closings.

1:30pm - 4pm: Zander Board and some personal property trading!

6pm - 8pm: Cocktail reception with the Gulf Region Exchangors And Traders & personal property trading session!

Friday, December 5

9am - 5pm: All Day Real Estate Marketing Session.

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 recommend staying at the Carlisle Inn & Conference Center Sarasota, right next to the restaurant where we’ll be meeting.

There’s also the Hampton Inn Sarasota and Amenity Bay