Best Practices In Building And Preserving Wealth Patrick Lilly

Monday, May 17

“I want to give them as many options as possible to create the biggest version of themselves. And when I'm able to do that within a real estate context, I find that extremely rewarding because that's getting what my passion and my goals are for my personal life.” Patrick Lilly is a successful New...


The Advantages Of CRE Syndication On Your Passive Investments

Friday, May 14

I'm working with teams who are already experienced, I don't want to bring deals to my investors, where I want them to be the guinea pigs, I don't want to be the guinea pig. And so I'm looking at their track record, what is their portfolio? What do their exits look like? What does their management...


Importance Of Tax Planning with Matthew Chancey

Wednesday, May 12

“I think first and foremost, you've got to get out in front of it with a plan. So the pre-planning part is extremely important as far as creating wealth.” Matthew Chancey helps clients by the creation of Tax Alpha. Tax Alpha is the ability of an investor to outperform by taking advantage of tax-s...


Learning about the Deferred Sales Trust for the 1st time

Monday, May 10

“If we're at the top of the market, which I think we can all fairly assume that is the case right now, you can move the money into the trust, mitigate the issues with the timelines.” Marty Hall is a seasoned investment real estate broker from the original Silicon Valley in Northern CA. He has bee...


Empowering Entrepreneurs By Increasing Their Wealth And Productivity

Friday, May 07

“It's your inner power and really learning to speak up for what you need and really naming and claiming what it is that you need to support you and to support you in the position that you're doing. “  Tandy Pryor has helped her clients and audiences transform their lives, live more joyfully, and ...


Title: Finding Secure And High Return Deals With Thomas Braegelmann

Wednesday, May 05

“I believe that collaboration and working together where everyone is working for the same outcome, everybody has the interest of each other in mind and the best interest of each other in mind where there's a true alignment of interests.” Thomas Braegelmann is the founder of GCA Secured Investment...