First-Time Buyer Workshop
Protect your wealth and plan smart moves. Learn legacy planning, lending, 1031 options, and deal analysis.
Hosted by Thomas J. Nelson, REALTOR®
Big Block LPT Realty | DRE#01261476 (27-year veteran) and Team Nelson Leader.
Featuring trusted local partners:
CrossCountry Mortgage | New Venture Escrow | First American Title | FBS Property Management | 1031 Capital Solutions
Whether you’re actively investing or planning your next chapter, this workshop will help you protect what you’ve built and make smart, strategic moves with clarity and confidence.
You’ll learn:
- Practical ways to start and structure a legacy plan with your children and grandchildren
- Options for leveraging equity without creating unnecessary risk
- Lending strategies that actually work for investors (and what lenders really look for)
- 1031 Exchange alternatives and DST basics (Delaware Statutory Trusts)
- Property and transaction analysis (how to evaluate a deal with confidence)
- What to expect from title and escrow so there are no surprises
- Insights on investment property, property management, and future investing if that’s on your radar
No sales pressure. Just real information.
Refreshments provided.
*All events are open to the public
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