The Secrets of Successful Syndication Seminar
March 28-29, 2025
Dallas, Texas
SAVE BIG!
Priority Access Rates
Standard Individual Registration Rate – $4,997
Now ONLY $997 (Save $4,000)!
Standard Partnership Registration Rate – $7,994
Now ONLY $1,494 (Save $6,500)!
Discover how YOU can start, fund and operate your OWN real estate investing business … By helping wealthy people grow their wealth through real estate!
Many successful, high income and high net worth people have more money than time. They like the IDEA of investing in real estate, but they don’t have the time, knowledge or interest in actually doing the work.
That’s where YOU come in!
When you start your own real estate syndication business, you connect money seeking a return to return-generating investment that needs to be funded.
The GREAT news is … There are LOTS of both available! So there’s PLENTY of room for YOU to get in on the action!
It’s time for YOU to learn the Secrets of Successful Syndication!
The Secrets of Successful Syndication is taught by a highly experienced collection of experts …
Meet your Host:
Robert Helms
The founder and host of The Real Estate Guys™ Radio Show, Robert has a long and storied background in real estate as an investor, developer, educator and syndicator. His entertaining and engaging presentation style, practical knowledge and diverse perspectives make him a crowd favorite. In addition to serving as the event emcee, Robert will share why real estate and syndication make sense now, where to find both money and deals, and case studies of real world syndications.
Your fine faculty of subject-matter experts
Tom Wheelwright
Tom’s a high energy tax and wealth strategist, a best-selling author, an entrepreneur … and is Robert Kiyosaki’s personal CPA. Tom’s extremely well-versed in the new U.S. tax law and shares how investors can use it to build substantial wealth and permanently reduce taxes.
Mauricio Rauld, Esq.
Mauricio is an experienced securities attorney who focuses exclusively on helping real estate investors and entrepreneurs navigate the complex world of securities laws, ensuring full compliance with federal and state securities laws. He also happens to be Robert’s personal attorney. Mauricio will share the critical legal concepts you must understand when raising and handling other people’s money, how you can use self-directed retirement accounts to fund your syndication, and how to best structure your syndication.
Dave Zook
Dave began his syndication career at this very seminar and has gone on to raise over $1 BILLION (and growing) for a variety of deals including apartment building, resort properties, self-storage facilities, and ATM machines. He knows exactly what it takes to go from beginner to seasoned pro in just a few short years. Best of all, he’s HAPPY to share his secrets for success in his unique down to earth style.
Brad Sumrok
Brad is a highly successful apartment investor, syndicator, and mentor to hundreds of apartment investors. Frustrated with corporate life, Brad looked into real estate investing. But rather than rely solely on his own resources and starting small, Brad discovered syndication and used it to go big fast. In just three years of part-time investing, Brad was able to quit the corporate grind. In 2012, Brad was named the National Apartment Association’s Independent Owner of the Year. Today, he continues to actively invest and syndicate, while sharing his knowledge with hundreds of students.
Anton Mattli
Peak Financing CEO, Anton W. Mattli, has decades of experience in commercial and investment banking, private equity, and commercial real estate. Over the last 15 years, Anton has been advising family offices, high net worth individuals, as well as private investment funds, facilitating their direct investments in commercial real estate across Europe and the United States, including several hundred million dollars in multifamily developments and acquisitions.
Ryan Gibson
Ryan Gibson was working full time as an airline pilot when turbulent times in the airline industry sparked his interest in real estate investing. After running out of his own capital, he attended this very event and began building a syndication business in his spare time. Today, he and his partner have raised nearly $300 million in private capital, built a successful real estate investment and development business, and their company has been named to the Inc. 5000 list of fastest growing companies THREE years in a row.
Bob Fraser
Robert Fraser is a finance and technology executive with over 20 years of experience who is passionate about educating others about alternative investments. In 2012, he co-founded Aspen Funds, a fund management company focused on alternative investments, where he is responsible for financial management, portfolio modeling, as well as systems and processes.
Elizabeth Tresp
Principal Attorney Elizabeth A. Tresp is a member of The State Bar of California (Bar Number 290339), the San Diego County Bar Association, Probate Attorneys of San Diego, and the American Bar Association. In addition to California State Courts, she practices before the United States Tax Court and the United States District Court, Southern District of California.
Russell Gray
Russ is a Main Street Capitalist with a diverse decades long background in business, investing, financial services, and new media. An avid student of economics, history, business, and investing with a passion for individual liberty, health, and personal development, his presentations and commentaries are eclectic, engaging, and unique. After nearly 20 years as co-host of The Real Estate Guys™ Radio Show, Russ stepped down to focus on his responsibilities as CEO of Collective Inner Circle, co-founder and CEO of Syndication Mentoring Club, and founder and host of Main Street Investor Mentoring Club.
Staci Gray
Staci Gray has over 19 years experience organizing real-world businesses to scale. She puts an emphasis on quickly collapsing the gap between ideas and profits by persistently executing for progress and results. Staci envisions a world where innovative leaders are no longer trapped by operational chaos and instead are empowered to efficiently and effectively solve real-world problems, impact real-people on a human level and generate profits quickly. Staci loves coming alongside mission-driven leaders who are using their ideas, influence and intellect to build successful businesses and empowering them to scale without losing their sanity, compromising their values, sacrificing their relationships, and drowning in operational chaos. Supporting leaders one business at a time! 
… More Faculty Members to be Announced!
Here is what you'll miss if you don't sign up...
PLUS ... You'll hear from several real world syndicators ... Including several
who kicked off their syndication careers at this very event!
SAVE BIG!
Standard Individual Registration Rate – $4,997
Now ONLY $997 (Save $4,000)!
Standard Partnership Registration Rate – $7,994
Now ONLY $1,494 (Save $6,500)!
Here is what our event attendees are saying...
View More Testimonials
“What a powerful and motivating event for me to take action! Thanks for your genuine style!” – S. David Carson
“LOVED this seminar! The content was fantastic and the networking was incredible. Well worth the time and money!” – Debbie Jackson
“What I heard in this seminar is exactly what I needed to hear. Time and money well spent. Met great people also!” – Francisco Zuniga
“Amazing! So happy I came. I learned so many things I didn’t know to get me started. Game changing. This is great!” – Emily Niebuhr
“I attended the Secrets of Successful Syndication event in August and just closed on my first syndication three months later utilizing the information taught during the conference. Forget the ROI for real estate, the real ROI is made through attending your conferences. Thanks guys!” – Ricky C., Quitman, Texas, USA
“I enjoyed attending Secrets of Successful Syndication. The panel was amazing and met many high integrity people during social hours.” – Quentin McNew
“I’ll be attending again. I did three successful syndications since the last seminar.” – Ryan D.
“It was truly an eye opening seminar. I was amazed by the number of speakers involved and hands on content. After Day 2, I understood why people come back to take the seminar again and again.” – Joji M.
“Fantastic content, speakers and great networking opportunities!” – Elisabeth E., Washington, USA
“Awesome two days of incredible content and strategies. Plus amazing associations and networking!” – Kyle W., Dallas, Texas, USA
“Gave me confidence to get started.” – Paul H., Michigan, USA
“I have spent many thousands of dollars on real estate seminars and training and this was BY FAR the best event I have ever attended. This event has set me on a course that will transform my life, real estate investing, and business.” – Joe N., Utah USA
“It was such an amazing, fabulous and mind stimulating event. I learned so much. You guys truly go above and beyond!” – Lynn Y., Upland, California, USA
“Wow. Ton of info all presented in a fun, upbeat fashion.” – Steve C., Mississippi, USA
“We were at the Secrets of Successful Syndication event and had the privilege of meeting you. Fantastic on iTunes, better in person.” . Duane B., Ontario, Canada
“Incredible value! Highly recommend to others.” – Dennis Kay, featured real estate agent on House Hunters International, Belize
“An extremely valuable networking opportunity!” – Brian B., Alaska, USA
“High quality group, great education!” – Hans Oliver Pereira
“This event exceeded my expectations. I am so glad I made the trip!” – Shanna N., Alberta, Canada
“Very pleased with the professionalism.” – Matt T., Washington DC, USA
“I met incredible people.” – Manasi S., California, USA
“This was the kick start I needed! Thank you!” – EJ B., Colorado, USA
“Awesome, I repeat, AWESOME. You can expect to keep seeing us!” – Luis H., Panama (4 time attendee)
“Great people, speakers and guests – with great passion, knowledge and insights.” – Brooke R., New York, USA
“I’m leaving with three great actionable ideas!” – Matt Theriault, Host, Epic Real Estate Investing Podcast, California, USA
“This is my 2nd time attending. This meeting was much better than last year. The [first meeting] was the spark for me. I learned a ton and thank you guys for all your help. I am full time with 450 units in 60 days.” – Mark R., Arizona, USA
“Thank you so much! Great content and context!” – Matt R., Sacramento, California, USA
“Exceeded my expectations!” – Edwin M., North Carolina, USA
“My third syndication seminar and it just keeps getting better!” – John K., California, USA
“Thank you! I loved it!” – Burke W., California, USA
“Worth every dollar paid!” – Louis B., Quebec, Canada
“Great overall value!” – Christopher A., New Mexico, USA
“Wonderful event! I look forward to attending another.” – John C., Arkansas, USA
“Tremendously informative! Each speaker provided terrific insights about getting started, overcoming challenges, and putting teams and deals together.” – Bob G., Silicon Valley, California
“So blessed to have the opportunity to be here and learn from all of you.” – Lynn C., California, USA
“Life changing event!” – Aldrian H., Alabama, USA
“The content and enthusiasm was great!” – Mark M., Texas, USA
“Great event!” – Ash B., Alberta, Canada
“Worth every penny. Highly recommend!” – Carl M., California, USA
“Ken McElroy was amazing!! And Mauricio taught me what and why I need to know about securities laws.” – Shiva R., Los Angeles, California, USA
“I’m thrilled plus! I met so many high quality people who gave me encouragement that this is doable.” – Linda M., Colorado, USA
“Russell Gray simplified it the best and made it understandable.” – Nick A., Southern California, USA
“I really enjoyed this seminar. It was very informative and motivational. I believe this seminar will return a high yield.” – Ryan E., Illinois, USA
“Outstanding event!” – Michael S., Illinois, USA
“I now have a better understanding of the true value I am bringing to the market place.” – J Massey, Host of the Cash Flow Diary podcast., Southern California, USA
“I’m so very happy I was able to attend. Thank you for setting this up!” – Bill P., South Dakota, USA
“Thanks for a great event. I loved everything about it!” – Kevin B., Pennsylvania, USA
“I loved the variety of speakers. Networking opportunities were great!” – Tim H., California, USA
“The program provided a sound basis to move from personal real estate investing to becoming a syndicator.” – Dr. Greg O., Indianapolis, Indiana, USA
“The information will allow my partner and I to continue our goal setting and beginning our syndication of deals. This clinic helped us validate where we’re at with our investing and what we need to do next.” – Jana H., Spokane, Washington, USA
“Thank you again! I’m onto my 2nd syndication since last year’s training. This time it’s bigger than I could have ever imagined. Because of what I’ve learned, I’ve just had my offer accepted on a 52-unit apartment complex. It was the seminar last year that gave me the major push and motivation I need to move onto larger deals.” – Sepehr B., Southern California, USA
“Exceptional value!” – Tyler S., Tampa, Florida, USA
“Under promised, over delivered!” – Daniel S., West Virginia, USA
“Great event – extensive information.” – Ernest A., Dallas, Texas, USA
“This is my second syndication seminar…not stale or repetitive. In fact, content was fresh and very relevant.” – Dr. Jason B., New Jersey, USA
“Great info to spring me into action!” – Dave M., Colorado, USA
“I loved the real world examples in all presentations.” – Jill S., Minnesota, USA
“Totally awesome event!” – Karl P., Georgia, USA
“Great content and even greater context! A thought provoking jump start for strategic plan. Thanks!” – Uri R., Georgia, USA
It's Decision Time
Most people who read ALL the way to the bottom REALLY want to do it. .. But they struggle making the commitment. If that’s you, today’s a good day to change that…because the first step to growth begins with commitment.
This training is changing people’s lives. It could change yours too. But the only way to find out is to join us and discover The Secrets of Successful Syndication for yourself.