How to Leverage Your Stock Portfolio To Buy Real Estate

21 May

How to Leverage Your Stock Portfolio To Buy Real Estate 5/21/2021 (3 CE)

How to Leverage Your Stock Portfolio To Buy Real Estate 5/21/2021 (3 CE)

Friday, May 21, 2021 (12:00 PM to 3:00 PM)
3 CE Hours
Salt Lake Board of Realtors- Education Center, Sandy, Utah

You're Registered!

This course is certified for  3 ELECTIVE CE hours. To receive credit, you cannot miss more than 18 minutes.

This course will address topics around alternative methods of financing and leverage for real estate purchases; refinancing and general investing that avoid credit checks; appraisal issues; and limited loan-to-value ratios.

By the end of the course, the licensee will:

-Know the legal basis and guidelines of securities-based lending
-Understand how securities-based lending can be used to finance real estate
-Be familiar with the risks and disclosures to properly inform the public

Salt Lake Board of Realtors- Education Center
Salt Lake Board of Realtors- Education Center
230 W. Towne Ridge Parkway Ste.100
Sandy, UT 84070

Map & Directions

Bryce J. Jones

Bryce Jones started in Real Estate in 2003. He started, built and sold the 3rd largest independent real estate brokerage in Utah. He also built a mortgage company and sold that. He started a software company that he still owns. He is a Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), qualified Portfolio Manager, and Wealth Management Advisor with Merrill Lynch where he travels around the country teaching people how they can leverage their stock/bond portfolio to invest in real estate. He enjoys competing in various endurance sports including Ironman Triathlons and running races. He also enjoys hiking, camping, hunting and traveling with his wife, son and 2 sets of twins.

This course is certified for 3 ELECTIVE CE hours

EDUCATION POLICY: The Salt Lake Board is a CE provider and must comply with strict regulations set forth and enforced by the Utah Division of Real Estate. Per Division rules, all licensees must be in attendance for at least 90% of a course (54 minutes out of 60). To receive CE Credit you may miss the following amount of time: 6 minutes of a 1-hour course, 12 minutes of a 2-hour course and 18 minutes of a 3-hour+ course. These time limits apply even in the event of heavy traffic, severe weather conditions and the like. We monitor attendance from check-in, through all class breaks, and up until check out. Licensees who miss more than 10% of any CE course OR who fail to check in and/or check out will not be eligible to receive CE credit. Course Cancellation requires 24 hours/1 full business day's notice. Designation Courses require 48 hours/2 business days' notice. Class cancellations received after these deadlines will not be eligible for refunds or credits. Courses that do not exceed the cost of $25.00 will not be eligible for refunds. If a course cannot be attended and the Board is notified within the sufficient amount of time, the cost of the course may be used as credit towards another course offered at the Board. Courses that exceed $25.00 may be issued refunds, if cancellation is given within the sufficient time period. We regret to inform licensees who are not eligible for CE credit that they will not receive a refund nor will they be able to transfer their payment to another class because of the contract we have set up with our instructors. 


DISCLAIMER: The opinions and viewpoints expressed by the faculty presenters do not necessarily reflect those of the Salt Lake Board of Realtors®. All materials provided by faculty presenters were prepared and/or assembled by the faculty presenters who are solely responsible for their correctness and appropriateness.