The AASEW holds monthly meetings and events for its members and guests. Here is a recap of our prior offerings:
May 27, 2020 (Monday)
We listened to our panel of real estate experts to gain an understanding of the current market and changes as a result of COVID-19. They discussed behavior from sellers and buyers, inventory situation, price trends, foreclosures and outlook. Our panel of experts included: Graig Goldman (Goldman Group with Re/Max Lakeside), Keith Washington (Broker/Owner of Boardwalk Realty), and Marcus Auerbach (part of the Martin Group at Keller Williams Realty). Missed the meeting? Watch the recording here!
May 18, 2020 (Monday)
Amy Koltz, Executive Director and Joanne Lipo Zovic, Chief Mediator for the Landlord-Tenant Mediation Program from Mediate Milwaukee went over their services that can be offered to landlords at this time, in order to help alleviate some of the waiting for those in the court system pending eviction hearings. They covered alternative methods to help make agreements with the court and other ways they can help survive this time period dealing with tenants. Watch the recording here!
May 12, 2020 (Tuesday)
Thank you to our guests!
April 29, 2020 (Wednesday)
Thank you to our guest speakers from Petrie + Pettit S.C.!
Our speakers discussed best property management practices during the pandemic, providing a summary of the various orders affecting landlords these days, as well as providing an update on the various court closures and what to expect once the courts reopen.
Downloads from Petrie + Pettit:
Missed the meeting? Click here for a recording!
April 23, 2020 (Thursday)
Thank you to our guest speakers!
Tammie also went through a slide show of the most important points of the PPP and EIDL programs. Download Tammie’s slide show here!
David Espin took us through the actual numbers by pulling up a spreadsheet example of how the calculation is done for the eligible PPP loan amount. Download David’s spreadsheet here!
Missed this meeting? Watch the recording here!
April 20, 2020 (Monday)
Thank you to our guest speakers!
February 17, 2020 (Monday)
The AASEW brought forth a powerful panel to discuss deferring capital gains. The panel included:
Brian Meidam is a local real estate investor with Plan B HomeBuyers, LLC. Brian left his corporate job and jumped into real estate 15 years ago. Brian has since built a rental portfolio, does many fix and flips per year, lends private money to other real estate investors, and regularly acts as an advisor nationwide to real estate investors seeking to launch, streamline, or make the leap to profitability. Brian enjoys creative deal structuring using self-directed IRAs and assisting others to grow and build wealth.
David C. Keating is an attorney with Walsh & Keating, S.C. out of Wauwatosa, WI. David’s practice primarily focuses on commercial and residential real estate transactions, ownership, leasing and finance; purchase and sale of businesses and assets; estate planning and trusts; estate administration and probate.
Eric Trost is Principal-in-Charge of SVA Certified Public Accountants, S.C. Tax Services group. He is also a member of Construction Services, and leads SVA’s Cost Segregation practice. Eric’s experience and technical knowledge in tax compliance, research, and planning have given him the opportunity to work in a variety of tax areas and industries. Eric assists corporations and partnerships with tax savings through his extensive knowledge of transaction structuring, tax credits and accounting methods. He works closely with businesses to plan their cash flow for tax liabilities through quarterly estimate planning.
Lauren Speidel is the Regional Manager for Exeter 1031 Exchange Services, LLC, Exeter Reverse 1031 Exchange Services, LLC and its affiliate companies. Lauren is based in the company’s Midwest Regional office located in Chicago, Illinois. Lauren can assist clients with Forward 1031 Exchanges, Reverse 1031 Exchanges and Improvement 1031 Exchanges. She has worked extensively with financial planners, settlement agents, real estate agents and brokers, closing attorneys, registered representatives and accountants in the administration of their clients’ 1031 Exchange transactions.
Brandon Bruckman is an investment advisor for Insight Investment Advisors, LLC. Brandon runs the Milwaukee office. He is focused on growing the 1031 / DST business as well as adding investment clients. Brandon also leads marketing efforts and investment due diligence. Prior to Insight, Brandon founded West Chapman & Co., a consultancy that assists clients in growing their business by gaining insights through data. Brandon has assisted large and small businesses in industries ranging from Financial Services to Logistics to Pharmaceuticals.
The AASEW thanks our panel for their outstanding job and expertise!
January 20, 2020 (Monday)
In one of the most attended events of the last year, Tristan Pettit updated us on some interesting (and shocking) legal news about the industry, as well as took questions from the membership.
November 18, 2019 (Monday)
Elections were held for the 5 open board member positions. Eric Trost from SVA Accountants gave a presentation on taxes.
September 16, 2019 (Monday)
Members learned about maintenance and property management this meeting with our panel of experts: Micah Monk of Re-Plumb Plumbing Services, Ralph Hibbard of Orkin Pest Control, Bo Drazovic of Steamatic Restoration and Cleaning, and Dennis Schramer of Nimius. This panel was moderated by Brian Gingras.
Here is a link to Kathy’s notes from that night: Notes from September Maintenance Panel 2019
Here is a link to the info from the City of Milwaukee we discussed. City of Milwaukee Information 9-16-19
Here is the link regarding illegal dumping Mark Medrek mentioned: https://city.milwaukee.gov/lltp#.XY4yDEZKiUn
August 19, 2019 (Monday)
AASEW member Graig Goldman moderated a discussion on marketing rental properties. Carrie Maas and Kelly Manvilla shared their experiences and resources for taking rental applications. They shared a handout to help fellow landlords. Members also learned about credit reports.
June 17, 2019 (Monday)
Our members divided into five groups and discussed best practices for their businesses. The topics included preventative maintenance, dealing with rent collection and late rent, evictions, processes and procedures for running your business, software options, managing without being local, and marketing property.
Our community spotlight featured Kali Daugherty, a Community Intervention Specialist from Milwaukee County Special Needs Housing Division, who spoke about the programs their organization has to offer. (See handout.)
Atty Heiner Giese spoke about the “Evicted” exhibit coming to Milwaukee, based on Matthew Desmond’s book by the same name. The exhibit will be featured at the UWM School of Architecture and Urban Planning’s Mobile Design Box on June 21 and will continue to September 30. It will be open on Fridays from 5-8 p.m., and Saturdays from 10 a.m. to 4 p.m.
May 20, 2019 (Monday)
Our members learned all about ways to grow your business. Our panelists included Graig Goldman (RE/MAX Lakeside Milwaukee), Mike Cottrell (The Equitable Bank), and Steve and Ann Belter (Belter & Associates LLC). Our community spotlight this month was Habitat for Humanity. See their presentation here.