Wealth Building Through Commercial Real Estate Summit

JTC, Tony Rishell Real Estate Wealth, Sequoia Commercial Group, and Massena Team are excited to announce they are co-hosting a half-day real estate focused summit.

Date: Thursday, November 13, 2025

Location: JTC Offices – 99 Almaden Blvd, San Jose, CA

Time: 9:00AM – 2:00PM PT

Join leading real estate professionals for a half-day deep dive into unlocking passive wealth through commercial real estate. Featuring expert panels on sophisticated topics in the industry such as tax strategies and NNN investing, and invaluable networking opportunities, this event will equip you with the insights and strategies to maximize your CRE investments.

This event is perfect for investors, advisors, and professionals ready to deepen their understanding of CRE’s potential for passive income, tax efficiency, and estate planning. Don’t miss this opportunity to connect with industry experts and take actionable steps toward financial freedom.

Co-Host Firms

Agenda

9:00AM – 9:30AM    |    Networking Breakfast & Check-In

9:30AM – 9:40AM    |    Opening Remarks

Judah Rouss, U.S. Bank

9:40AM – 10:40AM    |    Panel 1: Passive Income Through Commercial Real Estate 

Discover how CRE generates reliable cash flow and passive income through syndications, funds, and direct ownership. Learn to evaluate sponsor credibility, debt structures, and occupancy risks from seasoned CRE operators, investors, tax experts, and financial advisors. This panel includes time for Q&A to get your questions answered by our expert panelists.

Moderator: Tsovo Massena, Sequoia Commercial Group | Massena Team

Sonia Sharma, Sonia Sharma Consulting

Samy Basta, Basta & Company

Derek Pesta, Pesta & Pesta Wealth Management

10:40AM – 11:40AM    |    Panel 2: Tax Advantages, Trust & Estate Structuring 

Explore advanced strategies to defer taxes, leverage 1031 exchanges, utilize trusts for multi-generational wealth, and optimize estate planning. Gain insights on how to turn your real estate holdings into efficient, legacy-building assets. This panel includes time for Q&A to get your questions answered by our expert panelists.

Moderator: Tsovo Massena, Sequoia Commercial Group | Massena Team

Justin Amos, JTC

Jennifer F. Scharre, Coblentz Patch Duffy & Bass LLP

Tony Rishell, Tony Rishell Real Estate Wealth

11:40AM – 12:00PM    |    Extended Networking Break 

12:00PM – 12:50PM   |   Panel 3: From Landlord Headaches to Passive NNN Income + DST 

Learn how to transition from active property management to hands-off, mailbox-money income with triple-net leases and Delaware Statutory Trusts (DSTs). Hear real investor stories and explore current market trends, financing options, and acquisition strategies for NNN properties.

Moderator: Justin Amos, JTC

Ben Strom, Evig Capital LLC

Simon Bower, Upstream 1031

12:50PM – 1:00PM    |    Closing Remarks

1:00PM – 2:00PM    |    Taco Truck Lunch in the Courtyard

Speakers

By registering for this event, you consent to your registration information being shared between the co-host firms. Should you have any questions, please contact Brenna Cahill at [email protected].