The Investor Mindset: Portfolio Building & Property Management

Description

The Investor Mindset: Portfolio Building & Property Management Expo

October 13, 2026

9:00 am - 12:00 pm

CCAR Headquarters - 951 Shine Avenue

Shift from Agent to Investor. Shift from Speculation to Strategy.

High-performing real estate portfolios aren't built on gut feelings they are engineered through calculated acquisition, aggressive tax efficiency, and uncompromising asset management.

Whether you are advising high-net-worth clients or building your own balance sheet, Investor Mindset Sessions unpacks the exact blueprints used by top-tier investors to deploy capital, keep more profit, and systematically scale wealth.

What We’re Covering:

Identifying the Deal: Analytical Underwriting vs. Emotional Buying
Learn how to strip out market noise and bypass emotion. We’ll break down dynamic deal evaluation, cap rate stress-testing, and the leading indicators that reveal high-yield opportunities before they hit broad visibility.

Unlocking Capital: Using Retirement Accounts for Real Estate with Will Cutler, Envest
How to tap into Self-Directed IRAs, Solo 401(k)s, and alternative retirement vehicles to fund acquisitions without touching your daily operating cash flow.

The Tax Playbook: Cost Segregation & The STR Loophole with Conner Iddiols CSA Capital Partners
Earning wealth is only half the battle; keeping it is where real financial velocity happens. We’ll conduct a tactical deep dive into how cost segregation studies accelerate depreciation, and how leveraging the short-term rental tax framework can legitimately shelter active income.

Profit Through Management Panel: The Ultimate Shield & Yield Driver
Declan McGonical (MyBeach Vacations), Blanche Welborn (Lattitude Realty), Adam Townsend (Brittain Resorts), Mara Love (Tradd Commercial)

Property management isn't overhead it’s risk mitigation and NOI optimization. Discover how tight systems across both long-term and short-term operations protect asset value, prevent compliance liabilities, and actively drive overall return on investment.

Who Should Attend:

Brokers & Real Estate Professionals looking to guide investor clients with authority and elevate transaction sizes.

Active & Aspiring Investors seeking actionable frameworks to scale their holdings and safeguard cash flow.

Property Owners wanting institutional-grade management and tax-reduction strategies.