Positioning for 2026: Equity, Real Estate, and Alternatives
Your 2026 strategy might already be stale.
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Here is what most investors will not say out loud. They do not know if their current strategy still fits the market they are actually in. That gap between what they are doing and what the 2026 landscape actually rewards is where most portfolio damage quietly happens. Not in a crash. Not in a bad deal. In slow drift. Equity markets are repricing based on factors most investors are not tracking closely.
Real estate is not one market anymore. It is 11 or 12 different stories depending on the sub-market, the asset class, and the capital structure. Alternative investments are picking up serious traction with operators who stopped waiting for traditional markets to cooperate. If your 2026 strategy is a version of your 2023 strategy with slightly updated assumptions, that is worth examining before the market examines it for you. This session is for investors who want to close the gap before it costs them.
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Tuesday, May 26th
06:30 PM - 08:30 PM
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About Your Host:
Sam Jones is a financial professional based in Utah with experience across counseling, planning, and education. He serves as a Financial Counselor at UVU's Money Management Resource Center, helping students with credit building, budgeting, and student loans. He also works as a Financial Planner at Vitality Capital Management and interned at Progressive Planning. A UVU and Weber State alumnus, Sam previously served as a teacher with the LDS Church.
About Your Host:
About Your Host:
Our Proud Sponsors
Property Management
Get to Know Rhino Property Management - Utah’s Trusted Flat-Rate Property Management Solution! Rhino Property Management is a leading flat-rate management firm in Utah, with over 14 years of experience and a portfolio of more than 400 homes. We cover a wide service area, including Utah Valley, Salt Lake Valley, Ogden, and Tooele, offering comprehensive rental management solutions to simplify property ownership for our clients.
Title Serives
REI Title provides specialized real estate title and escrow services, with a focus on simplifying transactions for investors. Their team ensures smooth closings, accurate title searches, and efficient document management, making them a valuable partner for both new and experienced investors. By leveraging REI Title's expertise, investors can streamline their deals, reduce risks, and confidently navigate complex real estate transactions.
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Tools To Elevate Your Investing Journey
Series LLC Creation
Protect your real estate investments with our specialized Series LLC Formation Package. Exclusively tailored for Utah REIA members, this package ensures your portfolio of rental properties is securely held and optimized for maximum protection. Crafted by local legal experts, you'll receive your complete binder of essential LLC documents within seven business days.
Wholesaling Legal Forms Package
This digital download includes everything a real estate wholesaler needs to operate legally and efficiently: trust templates, purchase agreements, assignment addendums, disposable LLC documents, and step-by-step instructions. Perfect for executing deals using contracts, trusts, or LLCs with clarity and compliance.
Venue: Crescent Hall
11020 State St Suite A, Sandy, UT 84070
Date:
Tuesday, May 26th
Time:
06:30 PM - 08:30 PM
