Sip & Strategize

Ready to start or scale your real estate portfolio? Join us for Sip & Strategize, an engaging seminar where you’ll gain expert insights into real estate investing—while enjoying a curated wine tasting experience.

🍇 What to Expect

Network with like-minded professionals and learn from a powerhouse panel of experts:

• Coby Smith, Realtor – Chateau Seekers at Keller Williams Capital Properties
• Olivia Lucas, Title Agent – Lawyers Express Title
• Brianna Pacheco, Head of Marketing & Business Development – ServPro
• Kevin Russell, Lender – The Posada Team at The Mortgage Link

💡 Topics We’ll Cover

Financing & Lending:

• Investment Loan Types
• Pre-Approval Process
• Credit & Debt-to-Income Ratios
• Down Payments & Cash Reserves

Property Protection & Maintenance:

• Common Investment Property Disasters
• Preventative Maintenance Mistakes
• Top 5 Disaster-Proofing Tips for Investors

Title & Ownership:

• What Title Companies Do
• Why Title Insurance Matters
• Investor Title Tips
• Legal Ownership Structures (LLCs, Trusts, etc.)
• Understanding the Closing Process
• Overview of TOPA (Tenant Opportunity to Purchase Act)

Investment Strategy:

• Step-by-Step Buying Guide
• Property Types: Single-Family, Multi-Family, AirBnB
• Building an Investment Plan: Development, Long-Term Rentals, House Hacking
• Setting Business Goals: Rental Income, ROI, Property Appreciation

Whether you’re buying your first property or expanding your portfolio, this seminar will give you the knowledge and network you need to make smart investment decisions.

🎟️ Don’t miss this perfect blend of education, wine, and wealth-building. Reserve your spot today!

Also check out other Workshops in Bethesda, Food & Drink events in Bethesda.