Investing Meetups San Francisco
Find investment events and minds alike in San Francisco
Bay Area Real Estate Investors Meetup
Thu, Nov 5, 1:30 AM[Bay Area Real Estate Investors](https://bayarearealestateinvestors.com/) (BARI) is the community for real estate investors, developers, operators, and industry professionals based in the Bay Area—built to connect people and opportunities for those actively building in real estate. Join us for BARI Networking Night, which is a **casual networking event hosted** **every first Wednesday of the month.** These events are designed to bring together ambitious people across the real estate industry in a relaxed and welcoming environment focused on real conversations and meaningful connections. Whether you're actively doing deals, building your team, looking for capital partners, growing your network, or just getting started in real estate, this is a great opportunity to connect with others in the community. [Learn more about our events & be the first to hear about future events.](https://bayarearealestateinvestors.com/) **Event Schedule** * 5:30 PM: Networking & arrivals * 6:15 PM: Welcome & introductions * 6:30 to 8:00 PM: Open networking, conversations, eat/drink (self-pay) **Location Details** We have a private event space at the brewery called **“The Garage.”** When you’re facing Lovely’s (the burger shack), walk to the right and you’ll find us in the covered outdoor area. Food and drinks are available (self-pay). **Together with Conventus Lending** Conventus Lending provides business purpose loans for the purchase, renovation, and rental of single and multifamily real estate. Members of this group **receive $1,000 off** your processing fee for your first deal! **[CLICK HERE](https://kenjicapital.com/privatemoney)** to learn more. **Founded by Tyler Jahnke of [Kenji Capital](KenjiCapital.com)** BARI was founded by Tyler Jahnke, a real estate investor and operator focused on multifamily acquisitions and community-building through Kenji Capital.
Private Capital Wealth Club – Open Access Night
Fri, Oct 23, 1:30 AMAn Exclusive Evening of Wealth, Wisdom, and Opportunity. Once a month, the Private Capital Wealth Club opens its doors for a rare and exclusive evening — **Open Access Night** — held on the **last Thursday of every month**. This is your opportunity to step into a room where serious capital meets intentional connection. Whether you're an experienced investor or just beginning your journey, if you have **$200K+ to invest**, value **financial education**, and are **seeking strategic relationships**, this gathering is designed with you in mind. Expect an atmosphere rich with: * **Networking** with fellow capital-ready investors * **Collaboration** on new ventures and ideas * **Insightful conversations** about wealth strategies and private opportunities * A **community-first vibe** focused on trust, action, and long-term relationships **Non-Members** are welcome to attend for a **$200 vetting fee**, helping us ensure that everyone in the room is intentional, motivated, and serious about their financial growth. If you're looking for *the right room*, this might just be it. Attend once. It might change your path forever.
SF Real Estate & Construction Business and Startups Networking Event
Wed, Oct 28, 2:00 AM🔔 **Please Note:** RSVP on Meetup **does not guarantee entry**. To attend, you **must register through the official ticket link** [https://www.eventbrite.com/e/sf-real-estate-construction-pitch-networking-event-tickets-2001531000101](https://www.eventbrite.com/e/sf-real-estate-construction-pitch-networking-event-tickets-2001531000101) Join us for a focused networking evening bringing together real estate professionals, construction leaders, startup founders, investors. Join us for a focused networking evening bringing together **real estate professionals, construction leaders, startup founders, investors, and operators** shaping the future of the built environment. This event is designed for people who want practical connections, business opportunities, and conversations that lead to deals. Whether you work in development, construction, property, PropTech, or invest in real assets and infrastructure, this event puts decision-makers and innovators in the same room. ### 🔹 Event Highlights * **1-Minute Elevator Pitches** – Introduce your business, project, or startup to the room in a clear, direct format. * **Open Networking** – Connect with developers, builders, contractors, founders, investors, and service providers. * **Business-Focused Conversations** – Discuss deals, partnerships, funding, projects, and growth opportunities. * **Collaboration Opportunities** – Explore joint ventures, pilots, investments, and new clients. ### 👥 Who Should Attend * Real Estate Developers & Property Professionals * Construction Company Owners & Contractors * PropTech & ConTech Startup Founders * Investors, Angels, Family Offices & VCs * Architects, Engineers & Project Managers * Commercial, Residential & Mixed-Use Operators * Brokers, Lenders & Asset Managers * Legal, Finance, Insurance & Consulting Professionals * Anyone building, investing in, or supporting real estate and construction projects ### Why Attend * **Pitch your business or project** to a relevant, targeted audience. * **Meet decision-makers** involved in deals, developments, and investments. * **Find partners and clients** across real estate, construction, and technology. * **Discover investment opportunities** and capital connections. * **Build long-term relationships** in a professional, relaxed setting. * **Stay ahead of industry trends** in PropTech, ConTech, development, and construction innovation. ### 🔗 WhatsApp Group A dedicated event WhatsApp group will be created to help attendees connect before and after the event. **The WhatsApp group link will be shared 1 day before the event.** This event is built for professionals and founders who want real conversations, real connections, and real outcomes. **Register now - space is limited to 50 attendees only!** **P.S. Click Follow for future event alerts!**
Book Club - Taking Stock
Thu, Oct 15, 12:30 AMWe will read Taking Stock by Jordan Grumet, MD. He is a hospice doctor. What is his advice on Financial Independence, Building Wealth, and Living a Regret-Free Life **About the book** Written by a hospice doctor with a unique front-row seat to the regrets of his dying patients, this book will remind you to take stock of life now, before it is too late. The goal of financial independence is to have the economic fuel to live a full life and avoid regret. Taking Stock is your guide to taking control of your finances and investing in yourself. Inside you'll find: The three basic archetypes of building wealth, and how to choose which is right for you Time-hacking techniques to modify your perception of time passing and fill your moments with meaning Tips to invest in education, family, and your own physical and mental health And much more! Don't wait until the last moment to live life to the fullest. I will update chapters to read at each event in the **Comment** area down below. Make sure to check it out. **How to find us** I will be at 2nd floor. Take the escalator up. I will be at your right with a green sign "Cafe Finance" when you stand at the entrance. **Agenda** 5:30 \~ 6:00 pm Sharing and Networking ( You can buy or bring food to eat while we are discussing the book) 6:00 \~ 7:30 pm Book Discussion 7:30 \~ 8:00 pm Conclusion & Final thought
San Francisco Real Estate Networking Event
Thu, Oct 15, 1:30 AMFor tickets and information: [https://www.eventbrite.com/e/1968265534197](https://www.eventbrite.com/e/1968265534197) **IMPORTANT NOTE: CLICKING THE RSVP AND PAY ORGANIZER BUTTON ON MEETUP DOES NOT GET YOU A TICKET/ SPOT. YOU HAVE TO CLICK THE LINK TO THE EVENTBRITE PAGE AND PURCHASE A TICKET THERE. PRICE GOES UP AS EVENT TIME APPROACHES AND MAY SELL OUT SO GET YOUR TICKET ON EVENTBRITE ASAP.** **\*This is a multigroup event so event responses are only a portion of the total number of attendees** SAN FRANCISCO REAL ESTATE INDUSTRY NETWORKING EVENT. You Have To Get Tickets Here Online In Advance. Tickets Not Available At Venue Door Come mix & mingle with like minded people at this one of a kind event for those in the real estate industry or generally interested in real estate. Whether you've been in the industry for a long time as a professional , just starting out in the industry or just have an interest in real estate... this event is the perfect opportunity to connect with like-minded individuals and expand your network. Whether you're looking to expand your clientele, find new investment opportunities, or simply connect with others who share your love for real estate, you'll definitely want to be at this event. *This Event Is For...* *Real Estate Agents \* Investors \* Brokers \* Flippers \* Wholesalers \* Contractors \* Lenders \* Architects \* Developers \* Anyone Interested In Real Estate!* This event is a great place to network with potential business partners, investors, industry professionals and new clients.... Or just come on out and make some new friends! We've witnessed countless business connections and friendships form at our past events. Come and enjoy a fun and easy way to connect with others in your industry in a relaxed, low pressure environment. There are no speakers or sales pitches. It's just a place to come mingle with like minded people. **ICEBREAKERS TO WIN PRIZES!!!** At the beginning of the event our host will hand you a sheet of paper with icebreaker questions that you can use to get to know the rest of the people at the event. The icebreakers are optional but most people love them because they really help you get to meet people. *An email we received about one of our recent events: "Thank you so much for throwing such a great event. The crowd was really great and everyone was super friendly. As a busy professional I don't get that much time to get out and meet people so it was nice to be in such a relaxed environment. Event well done!" - Danielle* \*\* The venue is asking for a 1 drink minimum from all attendees. If you don't drink alcohol you can order juice/soda or an item off the appetizer or food menu \*\* *QUICK NOTE: WE WILL HAVE ABOUT 3 OTHER INDUSTRIES AT THIS EVENT (ie. Finance, Tech) BUT W E WILL HAVE A LOT OF PEOPLE FROM THE REAL ESTATE INDUSTRY IN ATTENDANCE AND WE WILL INDICATE YOUR INDUSTRY ON YOUR NAME BADGE SO YOU'LL EASILY BE ABLE TO IDENTIFY THOSE IN YOUR INDUSTRY.* **FAQ:** HOW MANY WILL BE ATTENDING? It ranges from event to event, but we usually expect over 50 people to attend. CAN I ARRIVE LATE? Absolutely. Arrive any time you'd like. CAN I COME ALONE? Yes, about 75% come on their own. WHAT IS THE DRESS CODE? While we don't have a dress code we ask that you please look neat/presentable. What you wear to work or what you'd where for after work happy hour drinks is fine. CAN I PAY AT THE EVENT DOOR? We do not accept payment at the event door. We also change the venue at each event and don't give out the location to those who don't sign up. You must pre-pay online. HOW LONG DOES THE EVENT GO? The event is 2.5 hours long. You can arrive any time you'd like. ARE THERE DRINKS? Yes, there's a full menu of great drinks you can order at the bar. IS THERE FOOD AVAILABLE? Yes you can order food. The venue has a food menu and great appetizers available to order. WHAT IS THE AGE RANGE? Anyone of any age who wants to network is welcome WHO ATTENDS THE EVENT? Professionals of all sorts and ages IS THERE A REFUND POLICY? If you need to cancel, please email us and we can transfer you to a future event. However we do not offer transfers if you cancel on the day of the event or don't show up. For tickets and information: [https://www.eventbrite.com/e/1968265534197](https://www.eventbrite.com/e/1968265534197)
Financial Planning Day: Financial Workshops and More
Sat, Oct 24, 5:00 PMA full day of expert advice on managing your finances and planning for the future. Get free, objective, no-strings-attached one-on-one counseling from CERTIFIED FINANCIAL PLANNER**®** professionals and attend financial workshops throughout the day. All financial workshops will take place in the Koret Auditorium. Select workshops will also be livestreamed on Zoom. **This is a hybrid event. Registration is required for Zoom attendance. In-person attendance does not require registration; seats available first come, first served.** Topics this year include investing, income tax updates, property tax and intergenerational transfers, resources to strengthen your financial skills and an empowering approach to budgeting. Register for individual workshops using the calendar links below. Secure your spot with a CERTIFIED FINANCIAL PLANNER® using the blue "Register" button or [by clicking here!](https://www.eventbrite.com/e/annual-bay-area-financial-planning-day-tickets-1987709133526) Registration for one-on-one counseling closes at midnight on Thursday, October 22. Walk-ins are welcome, but we cannot guarantee that you will receive a slot. **One-on-one counseling is available in person at the Latino/Hispanic Meeting Room, Main Library.** Workshop Schedule: \| **Diving Into Investments** 10:15–11:45 a.m. [Register to join via Zoom](https://sfpl-org.zoom.us/webinar/register/WN_O07HUlOKS7OqPhXekU_BIQ) Learn about asset allocation, the behavioral habits that make or break returns, stocks vs. bonds, and where alternatives like REITs, commodities, and crypto fit — if at all — in a well-built plan. Whether you're building your first portfolio or fine-tuning a lifetime of investments, hear three Certified Financial Planners have a candid conversation on what actually works. | Panelists: **Jenny Coffey Smith, MSAPF, CFP®, Cynthia Flannigan, CFP®, Deirdre Hegarty, CFP® and Tim Connolly, CFP ® (Moderator)** | | ------------------------------------------------------------------------------------------------------------------------------ | | **Property Tax Basics and Intergenerational Transfers** | 11:55 a.m.–12:35 p.m. In person only Explore property tax topics, changes in State law, and how the Office of the Assessor-Recorder serves you, whether you're a homeowner or not. Presenter: **San Francisco Assessor-Recorder Joaquín Torres** \| \| **Tax Update** 12:45–2:15 p.m. [Register to join via Zoom](https://sfpl-org.zoom.us/webinar/register/WN_bVtbx5RQS4Wr6U6fUrG4gw) Tax laws keep changing and being refined. Learn about the latest trends and topics in taxes. Presenter: **Larry Pon, CPA/PFS, CFP®, EA, USTCP, AEP** \| \| **Economic Justice Programming from the SF Treasurer’s Office** 2:25–3:05 p.m. In person only The Economic Justice Center is an initiative of the SF Treasurer’s Office dedicated to advancing economic justice and financial inclusion for all San Franciscans. Learn about the Office’s free programming, including Kindergarten to College, SF Financial Counseling, StopScamsSF, and the Fine and Fee Discounts. Presenter: **Mandy Ngu, Community Engagement Specialist** \| \| **The Misunderstood B-word: Budgeting** 3:15–4:45 p.m. [Register to join via Zoom](https://sfpl-org.zoom.us/webinar/register/WN_5xThGXpLQpaI6x9GaENRAA) Budgeting has a reputation problem. People hear that b-word and think "no more fun!" But we’re going to flip that script and make “cents” of it all. Learn the foundations for building a budget, tips on organizing your money, and see how this often misunderstood b-word can actually empower you to fund what truly matters (including those fun things!). Presenter: **Serene Lau** \|
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