Build and Retain Generational Family Wealth through Real Estate, Tax Law, and Strategic Decision Making

How to scale while maintaining compliance, Financing and refinancing


Wednesday, December 9, 2026
5:30 PM - 7:30 PM (PST)

What you will learn:

  • How to build legacy wealth
  • Investing for cash flow vs appreciation - which is more important and when
  • When is the right time to buy. When is the right time to sell. 
  • Taxes and your real estate portfolio - how to make tax wise decisions. 

This class will be taught by Patrick Kappel, an instructor and real estate investor who holds a Master's of Science in Real Estate from USD and an MBA from UCLA with a focus in Finance, Real Estate and Entrepreneurship. While serving in the Navy, Patrick started with nothing and grew a multi-million dollar real estate portfolio from scratch. Through a combination of extensive classroom training through multiple master degrees along with real world application while building his own real estate portfolio, Patrick has mastered the decision making processes that guide real estate investors. He will discuss aspects of real estate investing decision making during every stage - from new investor to seasoned family offices with numerous real estate holdings. During the course you will learn about the ever changing tax laws that affect real estate - including how to bring your tax liability as low as possible - sometimes all the way down to $0.00. You will also learn when is the right time to buy, when is the right time to sell, and the strategic considerations to take into account when making decisions that affect your real estate portfolio. 

Instructor: Patrick Kappel

For More Information:

Southern California Rental Housing Association Logo 9655 Granite Ridge Drive Suite 200
San Diego, California 92123
United States
858.278.8070