We structure private lending and equity partnership opportunities focused on income-producing residential real estate. Select international diversification opportunities may also be available. Each opportunity is structured individually based on asset, strategy, and investor alignment.

Minimum investment amounts vary by project and structure. During an initial consultation, we discuss appropriate capital levels based on the opportunity and your investment objectives, but generally we see investments from 50k to 500k+.

Opportunities may be available to accredited and, in certain cases, qualified non-accredited investors, depending on structure and regulatory guidelines. All investors must complete appropriate documentation and suitability review.

Returns vary based on asset type, structure, and market conditions. Private lending structures typically offer defined return profiles, while equity partnerships participate in both cash flow and appreciation. We provide detailed projections and underwriting assumptions for each opportunity.

Returns range from 8-50+%.

Past performance does not guarantee future results.

Distribution schedules vary by investment structure. Private lending typically includes defined payment terms. Equity partnerships may include periodic distributions and capital events tied to performance milestones. Specific terms are outlined in the offering documents.

Real estate investing involves risk, including:

• Market fluctuations
• Vacancy and operational variability
• Liquidity constraints
• Financing risk

We seek to mitigate risk through conservative underwriting, disciplined acquisitions, and in-house operational control.

Investors receive structured updates that may include:

• Performance summaries
• Income and expense reporting
• Market and operational updates
• Tax documentation (Schedule K-1 or 1099 where applicable)

Communication cadence is established at the time of investment.

Yes. In many cases, eligible retirement funds such as former employer 401(k)s or existing IRAs can be rolled into a Self-Directed IRA and deployed into qualifying opportunities. Investors should consult with their tax and financial advisors prior to investing and I can walk you through that process

Hold periods vary by strategy. Private lending opportunities generally have defined terms. Equity partnerships may involve multi-year horizons depending on stabilization and exit strategy.

Each opportunity outlines its anticipated timeline.

The first step is a private consultation to determine:

• Investment objectives
• Risk tolerance
• Time horizon
• Appropriate structure

If aligned, we provide offering materials for review.