All our events are posted here:

Dear Moguls,

We live, work and invest in Silicon Valley. I am thrilled to announce that we are going to have a mini “RealTech” event for our members. There are so many exciting companies that develop solutions for real estate investors, so it’s time that you met with some of the up and coming companies and hear directly from their founders, CEOs.


Aaron McDaniel, CEO and Co-Founder of

Ever get frustrated with how long it takes (and how complicated it can be) to analyze a new multifamily property you are interested in buying? We definitely have! 


That's why we created the ANALYSIS CONCIERGE at, a free online system that allows investors to send over a property's marketing materials (like Offering Memorandums) and then receive a comprehensive financial analysis and customized score for how closely the deal matches your unique investment objectives. The Analysis Concierge then connects investors with lenders to fund the deal. Learn more at





Heath Silverman, CEO and Co-Founder of

Stessa - Heath headshot.png


After an extensive deep-dive on a property resulted in a number of discoveries that nearly doubled the value of a multifamily building, Heath and Jonah were inspired to build a scalable technology solution to pass the same portfolio optimization insights to all residential property investors. Using dashboard reporting, real-time data analytics, and intelligent automation, they knew it was possible to increase transparency and save investors both time and money. Stessa was built from the ground-up with the investor in mind to take care of monitoring and analyzing the details so you don’t have to.



Kenson Goo, CEO and Founder of



Kenson realized some of the challenges of own and managing properties when he bought some investment properties in Tennessee. Having a strong technical background, he soon realized that there was no solution in the market for on going management of activities related to property management and tenant communications. He went on to create RentZend which allows landlords, property managers to better manage their properties, handle communications and get real time updates.



When: December 4, 2017 (Monday Evening)


Where: NY Life, 425 Market St, San Francisco, SF


When: December 5, 2017 (Tuesday Evening)


Where: NY Life, 2121 S El Camino Real (12th floor), San Mateo, CA 94403


When: December 6, 2017 (Wednesday Evening)


Where: NY Life, 39650 Liberty St Suite 200, Fremont, CA 94538, USA

6:00 to 7:00 PM: Networking and light dinner


7:00 to 8:30 PM: Presentations by Aaron, Heath and Kenson


8:30 to 9:00 PM: Q&A and more networking

I hope that you can join us for this very interesting, educational and great networking event. More information about Aaron, Heath, Kenson and their companies can be found here

Note: Please also remember that we have an upcoming WEBINAR (join from the comfort of your laptop) on how one company repurposed abandoned big box stores into self-storage units. Please RSVP here:

Happy Investing!

Support Our Sponsors


We have four great sponsors that help us out with our Meetups. Please do connect with them if you need capital (Nam Pham) or for asset protection advice (Dr. Bardia Hariri)


Pacific Private Money: Nam Pham (, 415.883.2150).


Brighton Financial and Insurance Services: (Vernon Williams, 408.241.2100)


NY Life: Dr. Bardia Hariri MBA, Ph.D (, 650 513 5636) 


Topstone Invest

Upcoming Events

How to form a Hard Money Lending Company

Dear Moguls,

We have some more exciting and interesting events coming up. We will have two topics in our upcoming series of events.

Forming your own Hard Money Lending Company

What exactly does it take to create a HML Company?

What licensing requirements?

What are the advantages?

What are the disadvantages?

How to evaluate deals?

How to manage risk?

We hope that you will walk away with great knowledge and appreciation of what it takes to form and operate a Hard Money Lending company. We will have an open, honest, transparent discussion on this topic.

Moguls Deal Club

We are going to have Monthly Meetings to allow our members to present deals to other members. Whether you are looking for Capital, JV opportunities, Partners, Wholesale, Repositioning, etc.: this will be the best place in the Bay Area to find capital, partners, deals, etc. If you have a deal in the hopper, then you will want to be at the event to pitch but please contact me first.

6 PM to 7 PM: Registration and Networking

7 PM to 8 PM: Hard Money Lending Presentation

8 PM to 9 PM: Pitch your deal


Sept 25th (Monday)

San Francisco:

425 Market St #900, San Francisco, CA 94105 [BART, MUNI, Uber, Lyft, parking a lot easier after 6 PM]

Sept 26th (Tuesday)

San Mateo:

12th Floor, 2121 S El Camino Real, San Mateo, CA 94403

Sept 27th (Wednesday)

San Ramon:

2633 Camino Ramon #525, San Ramon, CA 94583

Dinner will be provided but please RSVP here:

Got questions?? Send me an email

Hope to see many of you at one of these events! If you enjoy the meetings, workshops, events that I put together, then please do share them with your friends and family and other professionals in the real estate business. 

Thank you to our sponsors, Bardia Hariri of NY Life and Topstone Investments for supporting us.

Happy Investing!

Bobby Sharma



Using Land Trusts to keep more of your money

SUBJECT: Keep More of Your Own Cash?


I know an interesting real estate investor. One I think you should know too. His name is Randy Hughes. He’s a full-time real estate investor like you and me. He’s been at it for 40-plus years. He has also learned a thing or two about asset protection and privacy, so people call him from all over the country almost every day to ask him questions.

Did you know this? Randy told me that as real estate investors we can create financial privacy and asset protection at NO COST to us! That’s right, it costs NOTHING for you and your family to be more secure. I even have to ask myself: “WOW! How can that be?”

Randy has agreed to deliver a presentation for us during which he is going to explain how protecting your assets can actually cut your cost of real estate investing. All you have to do is attend the meeting on  October 2nd in San Francisco and October 3rd in San Mateo and listen! You’ll want to take good notes, too, because

Randy will explain to you how you can:

·      Make bigger profits when selling on an installment contract

·      Eliminate the risk of selling on a note or contract

·      Make more money when selling on a lease-option

·      Eliminate confrontations with tenants

·      Combine this one essential step with LLC’s for dy-no-mite asset protection

·      Avoid due-on-sale, transfer taxes, re-assessment upon sale and seasoning issues

·      Obtain privacy of ownership and avoid frivolous lawsuits

Please take advantage of this unique opportunity to learn from a true professional who has been in the trenches for over four decades. Register for this training by

Believe me: It is hard to find anyone as knowledgeable about this stuff. Randy is downright passionate about shielding himself and his loved ones from risk. One day he realized he studied so much, that he knew more than any of his advisors! So, I have arranged for YOU to learn from someone who is recognized as a NATIONAL EXPERT on how to hold onto those properties for which you’ve worked so hard.

Randy has trained thousands of real estate investors. Here’s your chance to be part of this elite group. Don’t miss out on this special presentation that I have arranged for you. NO ONE knows more about protecting your assets than Randy. This is your opportunity to ask questions from THE EXPERT!



October 2nd

NY Life, 425 Market St, San Francisco, CA 6th Floor [BART, Uber, Muni are the easiest]

6 to 7 PM: Networking and dinner

7 to 8 PM: Randy Hughes Presentation

8 to 8:30 PM: Q&A and more networking.

October 3rd

NY Life, 2121 South El Camino Real, San Mateo, CA [Plenty of free parking under the building]

6 to 7 PM: Networking and dinner

7 to 8 PM: Randy Hughes Presentation

8 to 8:30 PM: Q&A and more networking.


As always, big THANK YOU to Bardia Hariri of NY Life for his continued support.

Happy Investing!



Past Events

August 5th (San Francisco) and August 12th (San Mateo)

Real Estate Trifecta - Expert CPA, Attorney & Property Manager–One day event-SF

We have been able to line up an amazing line of presenters for a deep dive, no fluff, practical, useful event for our members. It will be a full day where you’ll be able to get answers to many of your questions from expert CPA, Real Estate Attorney and Property Manager. This is a rare opportunity to meet these experts, get advice, get your questions answered and network with other fellow investors.

To make it easy for you, we are hosting this event on two days and in two locations, San Francisco and San Mateo.

August 5th, Saturday: NY Life, 425 Market St, San Francisco

August 12th, Saturday: NY Life, 2121 S. El Camino Real, Suite 1200, San Mateo

Samy Basta, CPA (


Samy Basta is the managing director and founder of Unisource Financial Group, he brings more than 20 years in tax, financial and business consulting to this role.  Samy’s practice focuses on consulting with privately-held companies in the areas of financial planning and tax services in a wide range of areas, including tax saving strategies, tax return compliance and advisory services, choice of entity.  His emphasis is in the area of financial planning, working with clients to improve the quality and usefulness of their resources. Samy also provides technical support on complex tax issues, as well as helps solving tax problem and IRS audit representation.

Any serious real estate investor will not want to miss what he has to present. He will deliver content focused especially for real estate investors.

Attorney Scott Okamoto (


The Law Office of Scott T. Okamoto focuses solely on real estate, offering a wide array of legal services, including residential and commercial landlord-tenant disputes; purchase and sale; and boundary, neighbor, and co-owner disputes. Scott will deliver content to teach basics of litigation protection for real estate investors.

Alexandra Moari, Loan Officer and Property Manager


Alexandra is a highly skilled and extremely knowledgeable San Francisco Property Manager with over 12 years of experience in dealing with all aspects of property management. This will be your opportunity to learn from one of the best and ask any questions that you may have related to property management.


9:00 to 10:30 AM: Samy Basta Presentation

10:30 AM to Noon: Scott Okamoto Presentation

Noon to 12:30: Lunch

12:30 to 2:00 Alexandra Maori Presentation

2:00 PM to 3:00 Q&A & Networking

Cost: Free - Thank you to our sponsors

Lunch will be provided

This event is sponsored by Bardia Hariri of NY Life and Topstone Investment. Thank you both!

I hope that many of you will take advantage of this event to come and learn and get answers to your questions from the experts that we have assembled. A $1,200 Value for $79 to $99. There will be no selling. This is purely educational.

Got questions?? Send me an email

Hope to see many of you! Happy Investing.

Bobby Sharma