Owning real estate is only the beginning. As your income, goals, family, and market conditions change, your investment strategy may need to change with them.

Join the SDIRA Wealth team for a practical annual review designed to help real estate investors evaluate where they are today and determine what may need attention next. We’ll discuss changes to your Freedom Number, rental performance, property equity, tax strategy, insurance coverage, refinancing opportunities, cash reserves, and potential gaps in your portfolio.

Join us for a live interview with SDIRA Wealth founder and Freedom 5 Formula author Justin French as he shares the principles behind his approach to building long-term wealth through real estate.

Justin will explain the five core elements of the formula and discuss how cash flow, appreciation, principal paydown, rent growth and potential tax advantages can work together over time. He’ll also share lessons drawn from more than 25 years of experience and explain why a clear strategy, quality properties and the right support team can be so important.

Join SDIRA Wealth’s Matt and Josh for a candid conversation about using home equity lines of credit and securities-backed lines of credit to purchase real estate. They’ll explain how each option works, why investors may consider them, and the risks that can arise when borrowed funds meet variable rates, vacancies, market volatility, and unexpected expenses.

We’ll explore the factors that matter most—including population and job growth, housing affordability, rental demand, vacancy rates, available inventory, major employers, economic diversity, new development, infrastructure, and landlord-friendly laws.

You’ll also learn why even a great property can underperform when it’s located in the wrong market—and how strong market fundamentals can support a more informed, long-term investment strategy.

What’s really keeping you from purchasing your first investment property? In this live Wealth Workshop, we’ll explore the most common reasons people remain on the sidelines and compare them with the practical steps active investors take to move forward. You’ll be challenged to identify the concern that has delayed you the longest and begin replacing uncertainty with a clearer, more informed path to action.

Learn how to move from purchasing your first investment property to building a purposeful, scalable real estate portfolio. We’ll explore the key decisions at each stage, including setting clear goals, selecting the right properties, using financing strategically, managing cash flow, and knowing when you may be ready to grow. Whether you’re preparing for your first investment or planning your next acquisition, this live workshop will help you better understand the path toward long-term portfolio growth.

Learn how to evaluate, select, and collaborate with the right property management team for your real estate investments. We’ll cover the questions to ask, qualities to look for, expectations to establish, and communication practices that can help protect your property and support long-term performance.