- Every new client should begin in this program
- Establish your purpose driven goals and discuss with our team
- Review your personal net worth and all pertinent financial information
- Compute your freedom number
- Learn about all programs offered and establish a plan forward
1031 Exchange Program
- Interested in learning how to avoid capital gains tax
- Looking to purchase performing assets in top growth markets in exchange for current portfolio
- Interested in making a switch from commercial to residential real estate
- Seeking investments that will offer a better return on investment and wish to diversify
- Interested in exchanging an investment property that you currently manage for a more “hands off” investment opportunity
Self-Directed IRA Program
- Interested in protecting your retirement savings from market volatility
- Looking to protect your money against inflation
- Interested in accelerating your returns with double digit growth potential
- Tired of paying hidden fees
- Wanting to take control over your retirement plan
- Interested in learning how to self-direct one of the following types of retirement accounts into real estate : Traditional IRAs, Roth IRAs, 401(k)s; Solo 401(k)s, Sep IRAs 403(b)s, Qualified Annuities, Profit-Sharing Plans, Eligible Deferred Compensation Plans, Keoghs
Portfolio Program
- Interested in large portfolios starting with $300k down
- Looking to access a pre-approved portfolio lending
- Interested in cash flow on day 1
- Seeking large tax savings and write off options
Cost Segregation Program
- High net worth clients interested in more tax write offs while adding performing assets to your portfolio
- In need of offsetting capital gains on your own deals
- Interested in investing in at least one property per year for tax advantages
- Interested in up to 40% cash on cash returns in your first year of ownership
- Would like to learn more about accelerating depreciation, turning your tax dollars into equity
International and/or Non-Recourse Program
- International investors seeking a method to purchase investment real estate in the US using financing
- IRA Buyers interested in using non-recourse financing inside your retirement account to purchase real estate
- Individuals with poor credit history interested in using financing for real estate investment
- Interested in a loan with a low risk factor
- Looking for a method to reach your freedom number faster
Partnership Program
- Wish to partner with a business partner, friend or family member for investment opportunities
- Interested in making the same ROI with less money down
- Looking to build a larger portfolio
- Ready to invest but need a method with less money down
