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SBRE Investment Summit | March 2018

March 7 – 10, 2018 - The Breakers | Palm Beach, FL

Where Passive Investing Meets Luxury

Learn the latest secrets to successful investing in SBRE opportunities and industry insights from the SBRE experts, rub shoulders with other elite passive investors, and enjoy the luxury of the The Breakers.

Space is limited, so register now to secure your place at this exclusive event.

The Breakers

Founded on the warm sands of Palm Beach in 1896, The Breakers welcomes guests to its Floridian paradise with their world famous signature style. Unrivaled Five Diamond service delivers every indulgence, including Florida’s oldest 18 hole golf course, tranquil luxury spa and exquisite facilities for a royal experience.

Activities of the Elite

Learn from the SBRE investing experts

Fairway America Founder and CEO Matthew Burk

The SBRE Investment Summit provides investor training, gleaned from our two decades of experience running pooled investment funds in the SBRE space and led by our founder and CEO, Matthew Burk. The educational sessions provide the knowledge and tools you need to successfully evaluate investments that fit your strategy.

Choose and invest in the finest of our SBRE opportunities

SBRE entrepreneurs from around the country present their opportunities in timed presentations for your consideration. Ask questions of the fund managers and indicate your interest discretely via your personally assigned hand-held device we provide for all investors.  You can then meet face to face with any of the SBRE entrepreneurs to finalize your investment.

Relish the cuisine and attend our grand gala

We have designed the Summit to provide all attendees multiple opportunities to network and socialize throughout the entirety of the event. Some of these occasions include the three gourmet meals and open bar cocktail hours hosted each full day. To add a splash of glamour to the event, Summit tradition demands a finale capstone event on Friday night.

Best-in-Class Keynote Speakers

Matthew Burk
Founder and CEO, Fairway America and SBREfunds.com

Matthew Burk is the Chief Investment Officer of Fairway America’s two proprietary nationwide Small Balance Real Estate (SBRE) asset based pooled investment funds, Fairway America Fund VI, LLC, and Fairway America Fund VII, LP. Matt is a highly regarded advisor, consultant, and mentor to dozens of SBRE fund managers. He is widely recognized as one of the nation’s leading authorities on SBRE pooled investment funds.



Preliminary Agenda

Wednesday, March 7, 2018

Time Activity
6:00 PM - 8:00 PM

Welcome Reception Sponsored by Fiducia Labs – Ocean Lawn

Thursday, March 8, 2018

Time Activity
7:00 AM

Registration Opens – The Mediterranean Ballroom

7:00 AM - 8:30 AM

Breakfast – The Mediterranean Ballroom

7:00 AM - 6:30 PM

Exhibit Hall Hours – The Mediterranean Ballroom

8:30 AM - 9:00 AM

Opening Remarks – The Venetian Ballroom

9:00 AM - 9:45 AM

Presenters 1 & 2 – The Venetian Ballroom

9:45 AM - 10:15 AM

Break – The Mediterranean Ballroom

10:15 AM - 11:05 AM

Educational Session 1 – Funds vs. Syndications – What are they and what are the differences? – The Venetian Ballroom

11:05 AM - 11:45 AM

Presenters 3 & 4 – The Venetian Ballroom

11:45 AM - 1:15 PM

Lunch Sponsored by The Legacy Group – Ocean Lawn

1:15 PM - 2:00 PM

Educational Session 2 – Marko: The Alternative Investment Platform – The Venetian Ballroom

2:00 PM - 2:45 PM

Presenters 5 & 6 – The Venetian Ballroom

2:45 PM - 3:15 PM

Break – The Mediterranean Ballroom

3:15 PM - 4:05 PM

Educational Session 3 – Asset Class Focus: Multifamily – The Venetian Ballroom

4:05 PM - 4:45 PM

Presenters 7 & 8 – The Venetian Ballroom

4:45 PM - 4:55 PM

Daily Wrap-up – The Venetian Ballroom

5:00 PM - 6:30 PM

Cocktail Reception Sponsored by Fiducia Labs-  The Mediterranean Ballroom

7:00 PM

Dinner Sponsored by Spiegel Accountancy – The Breakers Beach Club

Friday, March 9, 2018

Time Activity
7:00 AM - 9:00 AM

Breakfast – The Mediterranean Ballroom

7:00 AM - 5:30 PM

Exhibit Hall Hours – The Mediterranean Room

8:00 AM - 8:30 AM

Advantage Media Presentation for SBRE Entrepreneurs (Investors Welcomed) – The Venetian Ballroom

9:00 AM - 9:20 AM

Opening Remarks – The Venetian Ballroom

9:20 AM - 10:00 AM

Presenters 9 & 10 – The Venetian Ballroom

10:00 AM - 10:30 AM

Break – The Mediterranean Ballroom

10:30 AM - 11:20 AM

Educational Session 4 – Asset Class Focus: Retail – The Venetian Ballroom

11:20 AM - 12:00 PM

Presenters 11 & 12 – The Venetian Ballroom

12:00 PM - 1:30 PM

Lunch Sponsored by Redwood REA – Ocean Lawn

1:30 PM - 2:20 PM

Educational Session 5 – Asset Classes Focus: Self-Storage – The Venetian Ballroom

2:20 PM - 3:00 PM

Presenters 13 & 14 – The Venetian Ballroom

3:00 PM - 3:30 PM

Break – The Mediterranean Ballroom

3:30 PM - 4:20 PM

Educational Session 6 – Asset Class Focus: Lending Funds – The Venetian Ballroom

4:20 PM - 5:00 PM

Presenters 15 & 16 – The Venetian Ballroom

5:00 PM

Closing Remarks – The Venetian Ballroom

5:15 PM - 6:30 PM

Cocktail Reception – The Mediterranean Courtyard

7:00 PM - 8:45 PM

Gala Dinner – Sponsored by The Fairway America Capital Markets Group – The Venetian Ballroom

8:45 PM - 12:00 AM

Dessert and Dancing -Sponsored by The Fairway America Capital Markets Group – The Mediterranean Ballroom

Saturday, March 10, 2018

Time Activity
7:30 AM - 10:00 AM

Breakfast / one-on-one meetings – Ocean Lawn

Invitation to Present

Are you an SBRE entrepreneur?

SBRE entrepreneurs, apply to present at our annual invitation-only investor event to get your opportunity in front of over 100 investors. Get direct feedback about interest in your opportunity through our electronic system and speak directly with the investors interested in your opportunity. Enjoy the destination and maybe get in a little golf while you’re at it.

Apply to present

Space is limited! Investors, request an invitation to get an edge for your SBRE investment portfolio

Invitation to Exhibit or Sponsor

Are you interested in exhibiting at or sponsoring the SBRE Investment Summit?

Please contact Victor Paru at 503.906.912

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