AASEW January Virtual Meeting - Multi Family Recap & Forecast

Monday, January 18th, 2021 

Join us for a multi-family industry recap of 2020 and forecast for 2020 by Brian Hiemer and Gard Pecor from Costar Group. Dean Manzetti with Equity Trust will also join us to announce his free 401K Investment Seminar coming up!

Watch the recording here! 

AASEW Holiday Happy Hour and Year End Wrap Up 

Thursday, December 17, 2020 

Grab your favorite holiday beverage and join us as we celebrate all the AASEW accomplished in 2020 and take a look into what 2021 has in store for the Association.  

Several AASEW members will share highlights from the year including legislation, lobbying and Association advancements.  We will also take the time to introduce you to next year’s AASEW President and plans for the future of the Association.  As always we will offer time for questions and answers for anyone who has questions, suggestions for next year or would simply like to raise a toast!

Watch the recording here! 

Landlord Taxes: AASEW Guide 

Monday, November 23, 2020 

Our guest speaker was Eric Trost, Principal-in-Charge of SVA Certified Public Accountants, S.C. Tax Department in Milwaukee.  Eric’s vast experience and technical knowledge in tax compliance, research, and planning have given him the opportunity to work in a variety of tax areas and industries.  Eric is a leader of real estate services within the firm, working extensively with landlords, property managers, brokers, fix and flippers, and hard money lenders.

We also held AASEW elections for our 2021 board members. 

Watch the recording here! 

Insulation Incentives Available for Property Owners

Thursday, October 15, 2020 

Focus on Energy empowers the people and businesses of Wisconsin to make smart energy decisions with enduring economic benefits. Since 2001, Wisconsin’s energy efficiency and renewable resource program has stayed true to that mission statement. Over the past three years alone, Focus on Energy has helped over 3,500 property owners across Wisconsin reduce their heating bills and improve long-term occupancy rates, while increasing their property value through air sealing, insulation and HVAC equipment upgrades. At our AASEW virtual event, Focus on Energy staff will share an overview of the resources and financial incentives that are available to multifamily property owners, and will give an in-depth look at the benefits that these updates can bring to your properties, including:

·     Increased tenant retention

·     Reduced operating expenses

·     Fewer maintenance issues and associated costs

·     Overall improved asset value

Watch the recording here! 

Eviction Moratorium: AASEW Behind the Scenes

Wednesday, September 23, 2020 

We discussed what’s been going on behind the scenes at AASEW and the best practices to deal with the eviction moratorium. 

Our panel included AASEW board members Heiner Giese and Tim Ballering and Lobbyist Joe Murray.

Watch the recording here! 

Eviction Moratorium: AASEW Behind the Scenes

September 23, 2020 (Wednesday)

We discussed what’s been going on behind the scenes at AASEW and the best practices to deal with the eviction moratorium. 

Our panel included AASEW board members Heiner Giese and Tim Ballering and Lobbyist Joe Murray.

Watch the recording here! 

Current Resources for Landlords and Tenants (September 2020) 

Tuesday, September 8. 2020 

Our panel introduced the newly created - Rental Housing Resource Center (RHRC). In these uncertain times, both landlords and tenants need access to a resource center to help them navigate these uncharted waters.

Andi Elliott (CEO) and Deb Heffner (Housing Strategy Director) from Community Advocates and Colleen Foley (Executive Director) of Legal Aid, discussed the resources available to Landlords and Tenants in today's climate.  Watch the recording here! 

Realtor Market Assessment (May 2020)

Monday, May 27, 2020 

We listened to our panel of real estate experts to gain an understanding of the current market and changes as a result of COVID-19. They discussed behavior from sellers and buyers, inventory situation, price trends, foreclosures and outlook. Our panel of experts included: Graig Goldman (Goldman Group with Re/Max Lakeside), Keith Washington (Broker/Owner of Boardwalk Realty), and Marcus Auerbach (part of the Martin Group at Keller Williams Realty). Missed the meeting? Watch the recording here!

Mediate Milwaukee (May 2020)

Monday, May 18, 2020 

Amy Koltz, Executive Director and Joanne Lipo Zovic, Chief Mediator for the Landlord-Tenant Mediation Program from Mediate Milwaukee went over their services that can be offered to landlords at this time, in order to help alleviate some of the waiting for those in the court system pending eviction hearings. They covered alternative methods to help make agreements with the court and other ways they can help survive this time period dealing with tenants. Watch the recording here!

Assessment and Appeals Process (May 2020)

Tuesday, May 12, 2020 

Thank you to our guests!

  • Steve Miner, Assessment Commissioner for the City of Milwaukee
  • John Tsoris, Senior Property Appraiser
Steve provided good information about the assessment and appeals process:
  • There has been strong market demand in certain parts of the city. Bay View has seen one of the highest increases for example.
  • Why is this being done now? In 2002 there was an ordinance passed to require annual assessments.
  • State statutes define the timeline for appeals and there is a special timeline that applies to Milwaukee.
  • Go to the appeals website and click the “Ask the Assessor” link to get the process started.
  • Milwaukee is broken into 140 residential neighborhoods. Location is the primary factor in the valuation.
  • Overall the city has seen increases of 6% – 20%. The residential average is 12% (1-3 family buildings) and apartments averaged a 6% increase (4+ family).
Missed the meeting? Watch the recording here!

Landlording in the Time of Coronavirus (April 2020)

Wednesday, April 29, 2020 

Thank you to our guest speakers from Petrie + Pettit S.C.!

  • Attorney Tristan R. Pettit
  • Attorney Jennifer M. Hayden

Our speakers discussed best property management practices during the pandemic, providing a summary of the various orders affecting landlords these days, as well as providing an update on the various court closures and what to expect once the courts reopen.

Downloads from Petrie + Pettit:

Missed the meeting? Click here for a recording!

COVID-19: Small Business Guidance & Loan Resources (April 2020)

Thursday, April 23, 2020

Thank you to our guest speakers!

  • Tammie Clendenning, Lead Economic Development Specialist at U.S. Small Business Administration
  • David Espin, Attorney with Petrie + Pettit
Also thank you to Sadie Beauchamp for helping to organize the meeting and to Mike Cottrell, Vice President The Equitable Bank, who helped moderate this meeting!

Mike provided an introduction to the SBA website and where the funding programs are located. Tammie provided some statistics and information about SBA programs:
  • PPP funded 14 years in 14 days. The program was being built as the funds were being distributed.
  • 1.6 million loans in all 50 states. More than 5000 lenders including banks, credit unions, and non-banks (Intuit, PayPal, etc). No single lender accounted for more than 5% of funds loaned. The majority of the loans went to small businesses. 43,000+ loans done in WI (top 10 for distribution of loan funds) which amounted to $8.3 billion in funds.
  • A number of new lenders were added to this program, including those who had lapsed over the years.

Tammie also went through a slide show of the most important points of the PPP and EIDL programs. Download Tammie’s slide show here!

David Espin took us through the actual numbers by pulling up a spreadsheet example of how the calculation is done for the eligible PPP loan amount. Download David’s spreadsheet here!

Missed this meeting? Watch the recording here!

COVID-19 Update (April 2020)

Monday, April 20, 2020 

Thank you to our guest speakers!

  • Ron Hegwood, AASEW President, gave an introduction to the meeting and to our guest speakers.
  • Heiner Geise spoke about partnerships with other organizations and how the AASEW is contributing.
  • Joe Murray gave a history about COVID-19 actions in WI and what is going on in the state government. He also spoke about the state budget concerns.
  • Tristan Pettit spoke about the eviction moratorium that will expire on May 26, 2020 and what will happen after this date. (More information is provided on Tristan’s blog.)
  • Evan Knupp weighed in on the court system.
  • Ron Hegwood mentioned that Mediate Milwaukee, a free service for landlords, is available to help discuss payment plans and mediation with tenants.
  • Christy provided a link to Governor Evers Order #15 — Temporary Ban on Evictions and Forclosures
  • Mike Cottrell discussed funding sources for landlords. (Stay tuned for a presentation on this topic soon!)
  • Tim Ballering provided the link for Pandemic Unemployment Assistance (PUA)
  • Q&A from various people came in through the presentation chat and were answered by Tim, Tristan, and Christy. Thank you to those participants!

Deferring Capital Gains (February 2020)

Monday, February 17, 2020 

The AASEW brought forth a powerful panel to discuss deferring capital gains. The panel included:

Brian Meidam is a local real estate investor with Plan B HomeBuyers, LLC. Brian left his corporate job and jumped into real estate 15 years ago. Brian has since built a rental portfolio, does many fix and flips per year, lends private money to other real estate investors, and regularly acts as an advisor nationwide to real estate investors seeking to launch, streamline, or make the leap to profitability. Brian enjoys creative deal structuring using self-directed IRAs and assisting others to grow and build wealth.

David C. Keating is an attorney with Walsh & Keating, S.C. out of Wauwatosa, WI. David’s practice primarily focuses on commercial and residential real estate transactions, ownership, leasing and finance; purchase and sale of businesses and assets; estate planning and trusts; estate administration and probate.

Eric Trost is Principal-in-Charge of SVA Certified Public Accountants, S.C. Tax Services group. He is also a member of Construction Services, and leads SVA’s Cost Segregation practice. Eric’s experience and technical knowledge in tax compliance, research, and planning have given him the opportunity to work in a variety of tax areas and industries. Eric assists corporations and partnerships with tax savings through his extensive knowledge of transaction structuring, tax credits and accounting methods. He works closely with businesses to plan their cash flow for tax liabilities through quarterly estimate planning.

Lauren Speidel is the Regional Manager for Exeter 1031 Exchange Services, LLC, Exeter Reverse 1031 Exchange Services, LLC and its affiliate companies. Lauren is based in the company’s Midwest Regional office located in Chicago, Illinois. Lauren can assist clients with Forward 1031 Exchanges, Reverse 1031 Exchanges and Improvement 1031 Exchanges. She has worked extensively with financial planners, settlement agents, real estate agents and brokers, closing attorneys, registered representatives and accountants in the administration of their clients’ 1031 Exchange transactions.

Brandon Bruckman is an investment advisor for Insight Investment Advisors, LLC. Brandon runs the Milwaukee office. He is focused on growing the 1031 / DST business as well as adding investment clients. Brandon also leads marketing efforts and investment due diligence. Prior to Insight, Brandon founded West Chapman & Co., a consultancy that assists clients in growing their business by gaining insights through data. Brandon has assisted large and small businesses in industries ranging from Financial Services to Logistics to Pharmaceuticals.

The AASEW thanks our panel for their outstanding job and expertise!

Q&A with Tristan Pettit (January 2020)

January 20, 2020 (Monday)

In one of the most attended events of the last year, Tristan Pettit updated us on some interesting (and shocking) legal news about the industry, as well as took questions from the membership.

Elections and Taxes (November 2019)

November 18, 2019 (Monday)

Elections were held for the 5 open board member positions. Eric Trost from SVA Accountants gave a presentation on taxes.

Maintenance and Property Management (September 2019)

September 16, 2019 (Monday)

Members learned about maintenance and property management this meeting with our panel of experts: Micah Monk of Re-Plumb Plumbing Services, Ralph Hibbard of Orkin Pest Control, Bo Drazovic of Steamatic Restoration and Cleaning, and Dennis Schramer of Nimius. This panel was moderated by Brian Gingras.

Here is a link to Kathy’s notes from that night:  Notes from September Maintenance Panel 2019

Here is a link to the info from the City of Milwaukee we discussed.  City of Milwaukee Information 9-16-19

Here is the link regarding illegal dumping Mark Medrek mentioned:  https://city.milwaukee.gov/lltp#.XY4yDEZKiUn

Marketing, Rental Applications, and Credit Reports (August 2019)

August 19, 2019 (Monday)

AASEW member Graig Goldman moderated a discussion on marketing rental properties. Carrie Maas and Kelly Manvilla shared their experiences and resources for taking rental applications. They shared a handout to help fellow landlords. Members also learned about credit reports.

Best Practices (June 2019)

June 17, 2019 (Monday)

Our members divided into five groups and discussed best practices for their businesses. The topics included preventative maintenance, dealing with rent collection and late rent, evictions, processes and procedures for running your business, software options, managing without being local, and marketing property.

Our community spotlight featured Kali Daugherty, a Community Intervention Specialist from Milwaukee County Special Needs Housing Division, who spoke about the programs their organization has to offer. (See handout.)

Atty Heiner Giese spoke about the “Evicted” exhibit coming to Milwaukee, based on Matthew Desmond’s book by the same name. The exhibit will be featured at the UWM School of Architecture and Urban Planning’s Mobile Design Box on June 21 and will continue to September 30. It will be open on Fridays from 5-8 p.m., and Saturdays from 10 a.m. to 4 p.m.

Panel: How to Grow Your Business (May 2019)

May 20, 2019 (Monday)

Our members learned all about ways to grow your business. Our panelists included Graig Goldman (RE/MAX Lakeside Milwaukee), Mike Cottrell (The Equitable Bank), and Steve and Ann Belter (Belter & Associates LLC). Our community spotlight this month was Habitat for Humanity. See their presentation here.

Apartment Association of Southeastern Wisconsin, Inc.
PO Box 4125
Milwaukee, WI 53204-7905
Phone: 414-276-7378
Email: membership@aasew.org

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