CE Elective -Building Wealth Through Residential Real w/ FREE LUNCH Instructor Chris Cox

Event Start Date: 9/25/2026 10:00 AM

Event End Date: 9/25/2026 2:00 PM

Timezone: EDT

Free Lunch provided courtesy of Travis Ennis w/ Adams Homes!

You'll walk through the eight reasons people invest in real estate, then build real fluency in the
metrics that matter: leverage, cash flow, appreciation, debt pay-down, and how real estate
stacks up against the stock market. From there, dig into the tax benefits smart investors rely on;
depreciation, deductible losses, and tax deferral strategies.

By the end of the class, you'll know how to determine investment criteria, match the right
property to the right investor, and speak knowledgeably about strategies like owner-occupied
income property, Delaware Statutory Trusts, and REITs. Whether you work with seasoned
investors or agents ready to add investment sales to their business, you'll leave with real
worked examples you can use with your very next client.

What You'll Cover:
• Unit 1- Why Real Estate?
     o 8 reasons to invest
     o The path of money
• Unit 2- Wealth-Building Metrics
     o Leverage, cash flow & debt pay-down
     o Real estate vs The S&P 500
• Unit 3- Tax Benefits of Investing
     o Depreciation
     o Deductible losses
     o Deferring tax on sale
• Unit 4- Determining Investment Criteria
     o 7 core criteria
     o Investment characteristics- Risk vs Reward
     o Matching investors to properties
• Unit 5- Additional Investment Strategies
     o Owner-occupied income property
     o Delaware Statutory Trusts
     o REITs

Event Location