Webinar – How to Diversify Your Portfolio with Commercial Lending

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How to Diversify Your Portfolio with Commercial Lending

Investing in commercial real estate loans can be confusing. However, these investments can offer investors a good hedge against market volatility. As the market continues to fluctuate, it is beneficial to understand the ins and outs of investing in loans while mitigating as much risk as possible.

Alex Perny of Advanta IRA welcomes guest Ricardo Ferrer, managing partner of Pier Capital Partners, to discuss how to build diversity in your portfolio with commercial lending investments while identifying potential risks to your investments.

Register today to learn more.

Webinar Details

Thursday, January 5, 2023
12-1 pm ET (9-10 am PT)

Login Information

The link to join this event will be sent from Advanta IRA [email protected]. If you do not receive this email, please check your spam filter or call Advanta IRA for the link 800.425.0653.

Register Today

About the Presenter

Ricardo Ferrer

Ricardo Ferrer has an extensive financial and real estate background. Graduating from UCF in 2002, with undergraduate degrees in Finance and Economics. After the 9/11 tragedy, he entered the real estate market as a residential appraiser trainee.

In 2009, Rico founded Escudo Capital, LLC and raised $3.5 million of seed capital for the acquisition, rehab, and rental/sale of residential real estate in central Florida. Rico was able to return investors a total, compounded return of 80% over the 5 years he managed the seed capital. Rico obtained his FL real estate license in 2012 and in 2014, joined Stonebridge Real Estate Group, one of the larger RE investment firms in Central Florida. As an acquisitions manager, Rico acquired and sold over $50 million of distressed real estate assets to investors. Prior to the COVID pandemic, in 2019, he was offered a partnership within Stonebridge Real Estate Group. Rico obtained his MLO license and became the Principal of Stonebridge Capital Group, where he originated of over $15 million in hard money and fully amortized loans, for in-house, company clients, and outside investors’ acquisitions/refinances, nationwide.

Stonebridge Real Estate Group closed its doors in 2020, due to COVID, but Rico has continued to acquire RE assets for his own investment portfolio, as well as continued to originate loans. His financial background, compounded by his RE background and entrepreneurial spirit, make Rico an asset to any investor, from the valuation and acquisition, to the funding, rehab, and sale of the asset

Details

Date:
January 5
Time:
12:00 pm - 1:00 pm EST
Cost:
FREE
Event Category:
Event Tags:
, , ,

Venue

Online Webinar
United States

Organizer

Advanta IRA
Phone:
800-425-0653
Email:
info@AdvantaIRA.com
View Organizer Website

Other

Select an office location for this event
Tampa Bay, FL, Atlanta, GA

How to Diversify Your Portfolio with Commercial Lending

Investing in commercial real estate loans can be confusing. However, these investments can offer investors a good hedge against market volatility. As the market continues to fluctuate, it is beneficial to understand the ins and outs of investing in loans while mitigating as much risk as possible.

Alex Perny of Advanta IRA welcomes guest Ricardo Ferrer, managing partner of Pier Capital Partners, to discuss how to build diversity in your portfolio with commercial lending investments while identifying potential risks to your investments.

Register today to learn more.

Webinar Details

Thursday, January 5, 2023
12-1 pm ET (9-10 am PT)

Login Information

The link to join this event will be sent from Advanta IRA [email protected]. If you do not receive this email, please check your spam filter or call Advanta IRA for the link 800.425.0653.

Register Today

About the Presenter

Ricardo Ferrer

Ricardo Ferrer has an extensive financial and real estate background. Graduating from UCF in 2002, with undergraduate degrees in Finance and Economics. After the 9/11 tragedy, he entered the real estate market as a residential appraiser trainee.

In 2009, Rico founded Escudo Capital, LLC and raised $3.5 million of seed capital for the acquisition, rehab, and rental/sale of residential real estate in central Florida. Rico was able to return investors a total, compounded return of 80% over the 5 years he managed the seed capital. Rico obtained his FL real estate license in 2012 and in 2014, joined Stonebridge Real Estate Group, one of the larger RE investment firms in Central Florida. As an acquisitions manager, Rico acquired and sold over $50 million of distressed real estate assets to investors. Prior to the COVID pandemic, in 2019, he was offered a partnership within Stonebridge Real Estate Group. Rico obtained his MLO license and became the Principal of Stonebridge Capital Group, where he originated of over $15 million in hard money and fully amortized loans, for in-house, company clients, and outside investors’ acquisitions/refinances, nationwide.

Stonebridge Real Estate Group closed its doors in 2020, due to COVID, but Rico has continued to acquire RE assets for his own investment portfolio, as well as continued to originate loans. His financial background, compounded by his RE background and entrepreneurial spirit, make Rico an asset to any investor, from the valuation and acquisition, to the funding, rehab, and sale of the asset