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Building Wealth in
Real Estate Panel

We've teamed up with three experts in the fields of taxes, investing, and estate planning to bring you Portland's most informative homeowners class!

Register now to save your spot!

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Join us on Tuesday, September 19th 


Forest Heights Homeowners Association Community Room:​ 

2061 NW Miller Rd, Portland, OR 97229

This class is for homeowners to learn from a panel of experts about the best wealth building practices when owning real estate. Topics covered include: real estate tax write offs, estate planning, investing, 1031 tax deferment, and understanding the future of the market when selling, buying, or investing.

Featuring Experts From:
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What is this class about?

You bought your home or investment property, but are you tapping into its FULL financial benefit? Join our panel of real estate experts to learn how to MAXIMIZE your most valuable asset and unlock more wealth!

In this info-packed class, you'll discover:

  • Tax write-off tips your accountant may not be applying.

  • The little-known financial benefits of estate planning as a homeowner.

  • How to grow your real estate portfolio and delay your taxes using 1031 Tax Deferment.

  • How to predict the market's moves so you profit more when buying, selling, or investing.

  • Answers to all your real estate questions!

Your home holds a goldmine that goes far beyond equity. Our experts will help you dig up and unleash its profitable power!

Register today and start making your property work for YOU!

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  • Taught by experts in multiple fields of study.

  • Enjoy a fun and relaxed environment at Forest Height Homeowners Association.

  • Food and refreshments will be served.

  • Receive a free workbook and guide to selling a home in 2023.

Meet Your Experts

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Natalie E. Smith, LL.M.

Attorney w/ Sussman Shank LLP

Natalie will be advising on legal issues and challenges related to estate planning, business planning, tax, and real estate transactions.

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Milissa Ormiston

VP, OR & WA, IPX1031

Milissa will be our expert resource regarding real estate tax code, specifically about the 1031 Tax Deferred Exchanges.


Logan Choisnet

Financial Planner, BWM

Logan will be covering the tax benefits homeowners should be aware of while owning and selling assets, as well as other real estate wealth building tips.


Jesse Penaka

Oregon Real Estate Broker, Owner of Timber & Rose Realty Group LLC

Jesse will be covering the local real estate market trends that sellers and investors should be watching for 2023 and 2024.

Sign me up!


Just had the best experience with Timber and Rose selling my home. We were very nervous about the whole process and they really put us at ease by spending a lot of time answering all of our questions and really explaining things clearly.


Both Jesse and Phil are very responsive and really advocate for you when dealing with the various parties involved in the selling process. With this being our first time selling a home, there were a lot of unknowns at first, but Jesse and Phil guided us through the process with ease.


For our family, choosing to work with Phil and Jesse on the purchase of our new home and the sale of our previous home was one of the best decisions we made! We're sure to recommend Timber & Rose to anyone that could benefit from the guidance of an experienced and exceptional real estate team!


Jesse helped us sell our condo very smoothly without any stress.
We would work with her team again for sure!

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Sign me up for the class!
I want to learn how to build wealth through real estate!

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