Saturday, February 15, 2025
Online Only
9:30 am –10:15 am (Central Time)
Income Investing SIG Meeting
Special Session on Funds - ETF, CEF, and Mutual Funds
with Frank Erzinger, AAII Houston
Following a review the performance of the AAII Houston Income portfolio, Frank will update us on changes in fund families including exchange traded, closed end, and mutual.
10:30 am – noon (Central Time)
Attractive Qualities of Multifamily Investments
with Dave Scherer, Origin Investments
Dave will highlight the many appealing fundamental qualities that make multifamily a potentially strong investment for accredited investors. These include:
- Strong Risk-Adjusted Returns
- Resiliency During Economy Downtowns
- Appreciation
- Tax Benefits
He will also identify opportunities for investing in this attractive asset class.
Presentation: A copy of Dave’s presentation for downloaded from the AAII Houston a few days before the webinar.
David Scherer co-founded Origin Investments in 2007. David is co-CEO, co-chairs the investment committee and oversees acquisitions and asset management. Prior to Origin, David served as company president for a privately financed hedge fund.
David earned his undergraduate degree from Harvard University and his MBA from the University of Chicago. He has more than 30 years of experience in real estate investing, finance and asset management.