Speaker: Peter Fortunato

Peter Fortunato

Peter is a libertarian and a capitalist. He believes that transactions which you can be proud of result from carefully conceived goals and plans followed by purposeful actions and scrupulous documentation.

Upon graduating from high school in 1965, Peter went right into the real estate business. His motivation was his desire to be self-employed.

Pete says “Almost everyone who knew me believed that I was unemployable. They were right. I still am!”

Peter was excited about being free to build his business and his future. He attended seminars and read at every opportunity. He sought out and learned from many mentors. He benefited from the example and counsel of his father who encouraged him and supported him from the beginning.

Pete finished college with a clientele and an investment portfolio. By 1975 his investments had eliminated his need for clients to fund his lifestyle.

Peter continues to teach and to attend real estate and investment seminars and meetings regularly. He is respected for his clear and patient explanations of investment concepts and transactions.

He has been building, structuring, manipulating and managing investment transactions and portfolios for
more than 40 years.

Peter Fortunato is a creative real estate legend. People fly in from all over the country to hear Peter, we are lucky to have him in our "back yard". Please mark your calendars and come hear Peter on June first at 6PM at Tampa Bay REIA.

Jack Callahan and Doug Davenport bring a wealth of knowledge and experience to our team. Jack is an attorney and CERTIFIED FINANCIAL PLANNER TM certificant who specializes in advising small business owners and real estate professionals. Doug Davenport brings over 25 years of experience as a Real Estate Investor and is the owner of a well known Tax and Accounting Firm. Their combined knowledge of real estate, retirement planning, and IRS rules and regulations will benefit those in the Tampa Bay area who wish to self-direct their retirement plans with investments they know, identify and control. Doug, Jack and their staff look forward to assisting you in achieving your goals through a tax deferred or tax free self-directed retirement plan.

What every real Estate Investor MUST know!

Many Real Estate, Mortgage and Private Lending Investors, look to using their retirement accounts as a separate entity to invest in Real Estate related assets. Here are a few benefits to using a retirement plan to self-direct your investment strategy.

1. Using Tax-Deferred/Tax-Free money to accumulate wealth makes sense if you don’t need the income or the profit generated off of the investment.
2. Not having all of your eggs in one basket. Many investors consider real estate a business. Others just dapple in this. Either way, the investor wins with diversification of their investments.
3. No need for major cash! Even with small dollars in your IRA or Qualified Plan, you have an opportunity to take advantage of wealth accumulation tax-deferred or tax-free! Options, leases, tax liens, small private mortgage notes are just a few of the vehicles one could acquire with smaller amounts, versus one property costing tens of thousands or more!

Sounds great doesn’t it? Imagine having the ability to control your retirement dollars with investments you make every day, with an asset base you understand and work in! This all makes perfect sense; however, there are some things every investor must know so they can make intelligent financial decisions while capitalizing on building wealth tax-deferred/tax-free. Unfortunately, there are many misconceptions among the investor community about the rules of self-direction and how best to use these accounts.

Come to our meeting June 1st and learn how to capitalize on this tremendous opportunity for completely TAX - FREE GROWTH from an industry expert. Jack is the Managing Partner of Entrust of Tampa Bay, LLC, the only local truly self-directed IRA Administrator. As an Attorney and Certified Financial Planner who specializes in advising small business owners and real estate investors, Jack understands the tremendous opportunity that self-directed IRA’s present for investors, as well as the potential pitfalls.