INVESTMENT TYPE |
PROJECTS AVAILABLE |
INVESTMENT DURATION |
EXPECTED TOTAL RETURN |
MINIMUM INVESTMENT |
SECURITY TYPE |
---|---|---|---|---|---|
MONTHLY INCOME FUND |
ONGOING |
12 MONTHS 18 MONTHS 24 MONTHS |
5% - 12% |
$500,000 |
BALANCE SHEET BACKED |
NEW CONSTRUCTION & SALE |
9 |
18 – 22 MONTHS |
20% - 38% |
$500,000 |
JOINT VENTURE |
LAND DEVELOPMENT AND ENTITLEMENT |
13 |
6 – 12 MONTHS |
10% - 15% |
$250,000 |
PRIVATE EQUITY |
RENOVATION & FLIPS |
8 |
6 – 12 MONTHS |
15% - 25% |
$500,000 |
PRIVATE EQUITY |
We provide our clients an innovative approach to managing their investment capital with a focus on income producing and tangible assets. In combination with traditional liquid securities based portfolios and asset allocation models, we help our clients to strategically add active and passive real estate income into their overall wealth management plan. We firmly believe that consistent focus on income generation from dividends & interest, rents & royalties, and active real estate capital gains can create a formidable moat around our clients’ overall investment portfolio which can then withstand the turbulence and uncertainty of the financial markets while meeting its objectives.
Whether you are a first time or seasoned investor, you will find tremendous value in our common sense based investment philosophy, access to investments that you can see and touch, and our partnership based investment management services.
Please give us a call for a discussion.