Bill Tan, “The Barter Man”, is a real estate and mortgage investment expert with over 30 years of experience.  His clients rely on his business insight and industry knowledge to buy and sell properties and identify secured investment opportunities which generate a substantial monthly income.

Bill Tan specializes in putting the tough real estate and note deals. His ability to think fast and creatively to develop effective strategies continually amazes clients and students alike.  Tenacious, consistent, and professional, Bill brings his unparalleled market knowledge together with an extensive network of local, regional and national contacts.  

He is the president of the Los Angeles Real Estate Investors Association (LAREIA) and the former president of the San Diego Creative Investors Association (SDCIA), one of the largest in the country and the San Diego Cash Flow Association, an association of cash flow investors.

Bill is a featured speaker in the real estate and mortgage investment industry. He makes presentations for conferences and conventions nationwide and appears on many Internet, radio and TV programs.      

Real Estate Investor

Professional Experience

  • 30+ years experience in real estate investments
  • 30+ years experience as a mortgage (note) investor buying trust deeds and mortgages nationwide and originating specialty loans
  • President of BT Investments, Inc. – a firm that specializes in real estate and mortgage investments, exchanges, consulting and group investments.
  • Hundreds of real estate and note transactions
  • Successfully markets properties locally and nationally.
  • Consults on real estate and mortgage problems
  • Over 20 years as a California Real Estate Broker
  • Former Deputy Probation Officer of juvenile offenders in Los Angeles County


  • Platform speaker at state and national real estate and mortgage conventions and conferences. Guest speaker for real estate groups in various states and on the Internet, radio and TV


  • President of the Los Angeles Real Estate Investors Association (LAREIA)
  • Retired California Real Estate Broker
  • Retired President of the San Diego Creative Investors Association (SDCIA)
  • Past President of the San Diego Cash Flow Association
  • Past Member of the National Council of Exchangors
  • Master Broker for the note industry

Specialized Professional Competence

  • Trust Deed and Mortgage investments
  • Real Estate Investments
  • Loan Origination
  • Real Estate Note appraiser and of other cash flows
  • Real Estate Counselor
  • Real Estate Exchangor & Tax-deferred exchanges
  • Estate Planning
  • Planned Gifting / Charitable Remainder Trusts
  • Geographical solutions to real estate problems nationwide
  • Real Estate Buyers’ Representative
  • Real Estate Consultant
  • Negotiator and Transaction Structuring


  • Continuing education classes for Realtors, Attorneys, CPAs & Financial Planners
  • Safe Trust Deed Investments
  • Hard Money Lending
  • Private Money Lending
  • Use of Self-Directed IRAs & Pensions for investments
  • Calculator Class – beginning & advanced
  • Creative Financing for Real Estate
  • Solution-Based Acquisition and Financing
  • Advanced Financing Techniques and Strategies
  • How High-Income Earners Can Passively Invest in Real Estate & Mortgages
  • How to Get the Most Out of a Convention
  • How to Craft an Elevator Speech and Networking
  • How to Make Money with Real Estate Notes
  • How Realtors Can Use Seller Financing to Sell More Properties
  • Real Estate Exchanging
  • Seller Financing
  • Working with Realtors


  • 1986 B.S. California State University Los Angeles – Management, Real Estate & Finance
  • Hundreds of real estate, real estate investing, note investing, brokering, taxation, negotiation and sales seminars and workshops
  • Incredibly extensive professional library


  • 2012 Industry Achievement Award for contributions to the note industry

Contact Us

San Diego Creative Investors Association
  • 1042 N El Camino Real, Suite B-260
  • Encinitas, CA 92024

Proud Chapter of National REIA


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