Scaling Up With Syndication
Scaling Up With Syndication
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SCALING UP WITH SYNDICATION

Saturday, January 11, 2025

9am - 5pm

New York City

Unlock the secrets to expanding your real estate portfolio at this immersive one-day event!

MEET THE SPEAKERS

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Matt Picheny

FOUNDER & CEO of Picheny, LLC

Matt Picheny is a real estate investor, coach, Tony award winner, and author of the #1 best-selling book, Backstage Guide to Real Estate. He is focused on developing passive income streams that enable investors to write their own story and choose how they want to spend their time.

Matt has over 15 years of experience revitalizing and elevating communities through real estate investment and has invested in over 10,000 apartments nationwide.

He has been a licensed real estate agent and earned both Commercial Real Estate & Real Estate Finance certificates from Boston University. Matt has been a member of the Forbes Real Estate Council, Fast Company Executive Board, and was named the "Best Multifamily Investment Coach" by the American Apartment Owners Association.

Matt Picheny
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Dugan Kelly

Managing Partner, Attorney

Dugan P. Kelley co-founded Kelley Clarke, PC which currently serves clients throughout the United States with it's principal offices in Prosper, Texas and Santa Barbara, California.

Mr. Kelley chairs the firms securities and real estate practice groups assisting clients in all phases of multi-family, commercial, and residential acquisition or sales. In the last couple of years he handled combined transactions of over 3+ Billion Dollars.

Throughout Mr. Kelley's 20+ years of experience, he has also tried numerous cases in state and federal courts, administrative courts, and arbitration, With over $70 million in verdicts, settlements, workouts, and millions of settlements prior to trials, Mr. Kelley understands that there isn't a one-solution fits all for every case.

Matt Picheny
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Julie Anne Peterson

Senior Director at Old Capital Lending

Julie Anne Peterson, affectionately known as "The First Lady of Lending" is a Senior Director at Old Capital Lending boasting 33 years in Real Estate transactions.

She's not just a debt provider; she's a strategic consultant, aiding and educating clients.

Her adeptness in banking, capital raising, and asset management shapes her approach to Commercial Real Estate, while family time remains integral in her life.

Matt Picheny
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Jim Ross, CPA

Partner at ProVision

Jim is a partner at Provision PLC, which provides tax education and wealth building strategies.

He has helped many investors to achieve better tax efficiency through entity structuring, maximization of deductions, usage of tax elections and special designations, and various tax advantaged investing strategies.

At ProVision PLC, Jim also prepares taxes for small businesses and their owners, including many multi-family real estate partnerships.

Matt Picheny
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Cody E. Wiseman

CEO Wiseman Capital

Cody is a full-time multifamily real estate investor and developer focusing on the Madison, Wisconsin market.

He is passionate about helping others learn and invest in real estate. In 2022, he founded the Madison Multifamily Meetup, which has since become The Largest Multifamily Investor Meetup in the Midwest.

Matt Picheny
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Jon Sidoti

Principal, Facilitate NE

Jon Sidoti is from Boston and has motivation, love and passion for buildings.

He acquired his first multifamily property in 2013 in the Quincy, MA market.

Jon has expanded his portfolio to own multiple properties in multiple states contracting with Property Managers to care for the properties.

Matt Picheny
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CJ Yamada

CEO and Co-Founder, Yamada Capital

CJ is an entrepreneur from Las Vegas who is passionate about giving back to society through his business.

He specializes in Senior Housing with 179 units of Memory Care projects.

In addition to providing excellent service to tenants, Yamada Capital donates 1% of its profit to local churches and NPOs.

Matt Picheny
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WHY ATTEND?

At Scaling Up With Syndication, you’ll gain insider strategies to find, fund, and profit from multi-million-dollar properties—even if you’re starting with limited capital.

But knowledge alone won’t cut it!

You’ll leave with a network of like-minded investors, direct access to a team of experts, and a 90-Day Action Plan designed to exponentially grow your real estate portfolio.

At this immersive event, you will learn:

  • How to acquire multi-million-dollar properties—even with limited capital.
    Unlock creative strategies to find and secure profitable deals, no matter your starting point.
  • Why narrowing your focus to fewer markets leads to better deals.
    Discover the counterintuitive approach top investors use to uncover high-quality properties.
  • A proven framework for analyzing deals and avoiding risky investments.
    Gain confidence in selecting the right deals—and protecting yourself from the wrong ones.
  • How to structure deals to ensure they are legal, ethical, and profitable.
    Build partnerships and agreements that align with both regulations and your goals.
  • Explore multiple financing options and requirements for multifamily properties.
    Learn which funding strategies align with your investment style—and how to access them.
  • Our step-by-step system for raising millions of dollars in capital.
    Master the art of attracting investors and closing deals without using your own money.
  • Five powerful strategies to eliminate or drastically reduce your tax burden.
    Keep more of what you earn with proven tax strategies tailored to real estate investors.
  • What syndication really is—and why it’s the fastest path to scaling your portfolio.
    Understand the advantages of syndication and how to leverage it for exponential growth.
  • The biggest mistake new syndicators make—and how to avoid it.
    Save time, money, and stress by learning from the common pitfalls of first-time investors.
  • Network with experienced investors and start building your dream team.
    Make valuable connections that will support your journey to long-term financial freedom.



THE VENUE

Convene

CONVENE

101 Park Avenue

New York, NY 10178

Convene at 101 Park Avenue, located just steps from Grand Central station, is a versatile and technology-friendly corporate space. The easily accessible street-level property receives plenty of natural light from floor-to-ceiling windows, and creates the perfect open atmosphere for corporate-social receptions, trainings, and alumni events.