 | 8-8:30 AM – Networking/Coffee
8:30 AM – Introductions
8:40-9:20 AM – Presentations
9:20 AM-9:30 AM – Q+A
Presenters:
Anastasia Bonholtzer, Mortgage Broker with AMS Mortgage Services, Inc. (moderator), 323-823-2816
Brittny Burford, REALTOR, Estate Properties, 310-897-8228
Natallia Ioannou, CPA/ Tax Director at CBIZ, (310) 432-7563
Realtor Topics
- Timing the Market: Guidance on when to buy or sell based on current rate trends, inventory, and buyer demand.
- Why South Bay: Highlighting the lifestyle, schools, community, and long-term desirability that make South Bay one of the strongest real estate markets in California.
- Real Estate Appreciation: Data and insights on historic and projected appreciation, showing how the market continues to create wealth for homeowners.
- What’s Next: Forecasts on rates, lending trends, and buyer behaviors to help Realtors stay ahead and advise their clients with confidence.
CPA Topics
- Why Buy a Home: Turning rent payments into equity while stabilizing housing costs.
- Tax Advantages: Mortgage interest, property tax deductions, and other benefits homeowners can claim.
- 2025 Tax Law Updates: Reviewing new provisions that may positively impact homeowners this tax season—such as expanded SALT cap, mortgage insurance deductibility, and other homeowner-friendly updates.
- Collaboration Opportunity: Partnering with CPAs to provide clients a full financial strategy that ties tax planning with long-term wealth building through real estate.
Mortgage Insights
- How to Win in the South Bay: Structuring strong offers with full underwriting approvals, competitive terms, and creative loan strategies that set buyers apart.
- What is a Strong Offer?: Beyond price—seller confidence often comes from financing strength, shorter contingencies, and lender credibility.
- Buy vs. Rent Analysis: Comparing long-term wealth-building through real estate ownership versus ongoing rent payments, especially in high-demand markets.
- Creative Financing Solutions: Bank statement loans, temporary buydowns, and niche loan programs that help more buyers qualify and compete successfully.
Why Attend?
This dynamic in-person workshop brings together top voices in real estate, finance, and lending to help you:
- Time the Market – Learn when to buy or sell in today’s shifting economy.
- Maximize Tax Advantages – Discover new 2025 tax laws and deductions every homeowner should know.
- Win in the South Bay – Master what makes a strong offer and how to compete in one of California’s hottest housing markets.
- Plan for the Future – Gain insights into appreciation trends, mortgage strategies, and creative financing solutions that build long-term wealth.
Brittny Burford:
With a passion for people and a deep-rooted love for the South Bay, Brittny Burford has been a trusted real estate professional since 2009. A top-producing agent with Estate Properties, Brittny brings a wealth of experience, local knowledge, and a personalized approach to every transaction—guiding clients with care, clarity, and confidence.
As a longtime South Bay resident and former Hermosa Beach business owner, Brittny has built her reputation as a community connector and local expert. Her extensive network, leadership roles, and commitment to service have positioned her as a true advocate for her clients—championing their best interests every step of the way.
Brittny proudly served as the 2020 President of the South Bay Association of Realtors and continues to stay deeply involved in the industry. She’s a member of the California Association of Realtors and the National Association of Realtors, member of the Redondo Beach Chamber, a Leadership Hermosa Beach alumnus, former YPN Chair at SBAOR, and a past board member of the Hermosa Beach Chamber of Commerce.
Whether you’re buying, selling, or just exploring your options, Brittny is here to help you navigate the real estate market with confidence and ease.
Anastasia Bonholtzer:
Your trusted South Bay Mortgage Advisor and one of Redondo Beach’s top loan originators, Anastasia Bonholtzer—widely known as Your Loan Queen—combines heart, hustle, and deep expertise to help clients turn financial goals into reality.
As an independent Mortgage Broker with AMS Mortgage Services, Anastasia partners with over 80 lenders nationwide, giving her clients unparalleled access to competitive rates, flexible terms, and creative loan options tailored to every financial scenario—from first-time buyers and self-employed borrowers to luxury and investment properties.
A Certified Divorce Lending Professional and Certified Veteran Lending Specialist, she educates couples on financial literacy, healthy budgeting, and the importance of credit awareness—helping them make confident, informed decisions during life’s biggest transitions. Drawing on her early career as a civil litigation paralegal, Anastasia brings a detail-oriented, advocacy-driven approach that ensures every client is protected and empowered through the lending process.
A proud Redondo Beach community leader and Chair of the Chamber of Commerce Ambassador Committee, Anastasia blends professional excellence with genuine care—serving the South Bay and beyond with the belief that homeownership isn’t just about property; it’s about building lasting stability and opportunity.
|
