Investing for Generational Wealth

In this episode, running a small business is one of the most rewarding investments you can make, but without the right legal foundation, even the most promising ventures can face costly setbacks. Matthew breaks down the essential legal planning every business owner needs and tackles the real challenges facing small businesses today.With over two decades of experience in business law, Matthew will discuss:- Legal strategies for growing and sustaining long-term business value- Issues facing small businessesMatthew Fornaro is a Florida-based business law attorney with over two decades of experience guiding entrepreneurs and families through every stage of their business journey. A mentor for new entrepreneurs and a trusted advocate for small and medium-sized businesses and have been recognized by Forbes.Join Matthew and Clive Capital for an insightful and empowering conversation that bridges the gap between smart legal planning and sound business investment.This is your opportunity to gain expert legal knowledge directly applicable to your business and investment goals, all in one focused session designed with the small business owner and investor in mind.

Chad Taylor breaks down the real-world financial decisions high earners and newly liquid families face as their wealth grows. Drawing on over 20 years of experience in major brokerage firms including his role as SVP of Wealth Management at UBS, Chad shares practical, planning-driven strategies designed to optimize taxes, avoid costly mistakes, and build long-term financial clarity. Now leading Seapoint Wealth Advisors, he brings a more personalized approach to wealth management cutting through unnecessary complexity and focusing on what truly moves the needle.Join Chad Taylor and Clive Capital for a focused deep dive into tax-efficient strategies, smarter capital deployment, and disciplined wealth building without the overengineered noise.If you are navigating growing wealth and want to make smarter, tax-efficient decisions without overcomplicating the process, this is a conversation you won’t want to miss.

In this episode, Alan Porter dives into the financial strategies the wealthy use strategies most people never learn to help you legally eliminate or drastically reduce taxes in retirement.With decades of experience as a Certified Tax and Business Advisor, Alan will discuss:- How to create a tax-free retirement plan tailored to your goals.- Proven strategies to legally reduce or eliminate taxes on your investments and income.-The insider wealth-building tactics the wealthy rely on that most people never hear about.-How to protect your family and legacy while maximizing financial growth.Alan leads a powerhouse team of CPAs, tax attorneys, and elite financial professionals dedicated to delivering tax-free retirement solutions and bulletproof financial strategies. Featured in over 1,100 publications and bestselling author of Tax Free Retirement Solution, Alan has spoken at Harvard, West Point, and appeared on major media outlets including ESPN, Fox, ABC, and CBS.Join Alan and Clive Capital to gain insider insights and actionable strategies for building a tax-efficient, prosperous retirement.Don’t miss this opportunity to learn from one of the most trusted authorities in tax-free wealth planning. Take the steps today to secure your financial future.

Join us for an insightful session that explores how fund managers identify, analyze and select investment opportunities in today’s dynamic financial markets.We will take a closer look at the decision-making process behind portfolio construction from evaluating potential investments to managing risk and maximizing returns. Participants will gain practical insights into the analytical frameworks, key metrics, and strategic thinking that fund managers use when determining which opportunities make it into their portfolios.Whether you are a student interested in finance, an aspiring investment professional, or simply curious about how investment decisions are made at the fund management level, this session will provide valuable perspectives on how successful investment strategies are developed.What you’ll learn:• How fund managers screen and evaluate investment opportunities• Key factors considered when selecting investments• The role of research, analysis, and risk management• Real-world insights into portfolio decision-makingDon’t miss this opportunity to step inside the mind of fund managers and better understand how investment decisions shape portfolios and markets.

In this episode, the key macroeconomic trends driving today's investment landscape from sticky inflation and slowing GDP growth to tariff impacts, the AI Supercycle, and the real estate sectors best positioned to thrive. Transparent, asset-by-asset performance updates across our active portfolio of 1,100+ apartments, 16 industrial warehouses, and 47 oil and gas wells and share what's driving results across every investment class. Clive Capital identifies institutional-quality opportunities, evaluates risk and returns, and builds a diversified, cash-flowing portfolio outside of the stock market. This session delivers real, actionable perspective:-How macroeconomic shifts and AI are reshaping investment opportunities in 2026 -Transparent performance updates across Multifamily, NNN Industrial, Oil & Gas, and Private Debt -Key metrics Clive Capital uses to evaluate risk, cash flow, and equity growth -Upcoming opportunities including Iron Horse Energy Fund II, targeting 18–20% IRR Connect with Clive Capital: clivecapital.comDISCLAIMER: This episode is for educational purposes only. We are not financial advisors. All investments are subject to risk including the possible loss of principal. Please consult your

Most families think avoiding money conversations keeps the peace. Jeffrey Condren says it's actually what tears them apart.In this episode, Jeffrey Condren, CFP® and Senior Vice President & Wealth Advisor at Mesirow Wealth Management, breaks down why the families that fight smarter about money are the ones that keep it across generations. With 20 years of experience advising families through market cycles, business transitions, and the messy stuff nobody wants to talk about at the dinner table, Jeff has seen firsthand what happens when wealth conversations get swept under the rug. Spoiler: it never ends well.We cover:Why "healthy conflict" isn't an oxymoron when it comes to family wealthThe real reason founders are terrified to hand over the business (and why their kids feel like they'll never be trusted)-Fair vs. equal: the hardest conversation parents will ever have with their kids-How to talk to your children about money at every age, yes, even with a $20 bill and a stuffed animal-Trust structures, governance, and when winging it as a family stops working-The financial literacy gaps hiding in plain sight in affluent households-When a wealth advisor knows it's time to step aside and bring in a therapist-Tax strategies that quietly create family tension nobody saw coming-What it actually looks like when a generational transition goes rightJeff's core message is simple: clarity prevents conflict. The families who normalize tough conversations early don't just preserve wealth. They strengthen it.🔗 Learn more about Jeffrey and his team at mesirow.comThis is Investing for Generational Wealth, presented by Clive Capital. We help high-earning professionals invest outside the stock market through alternative investments like real estate, oil & gas, private credit, and more.Disclaimer: We are not financial advisors. All investments carry risk. Please consult your CPA and attorney before making any investment decisions.Don't forget to like, subscribe, and hit the notification bell so you never miss an episode.

🚀 Your 401(k) can do way more than stocks and mutual funds.Henry Yoshida, CEO of Rocket Dollar, former Merrill Lynch veteran, and founder of Honest Dollar (acquired by Goldman Sachs), reveals how to unlock your retirement accounts for private investments like real estate, oil & gas, and more. In this episode:Why 83% of $100M+ revenue companies are privately heldHow self-directed IRAs and solo 401(k)s workThe barbell strategy for tax-smart investingWhy six deals at $50K beats one deal at $375KWhat UBIT actually means for your returnsHow to plan early retirement drawdowns before 59½💡 Bottom line: stop chasing stock picks. Focus on what you can control.Connect with Henry:https://www.rocketdollar.com Instagram: @FitFinanceHenryLearn more about Clive Capital: https://www.clivecapital.com⚠️ Not financial advice. All investments carry risk. Consult your CPA and attorney before investing#SelfDirectedIRA #PrivateInvesting #AlternativeInvestments #RetirementPlanning #401k #RocketDollar #CliveCapital #GenerationalWealth #PassiveIncome

Your CPA files what happened. They don't plan what could happen. And that difference is costing you wealth.In this episode, Mike Milligan, CFP® and founder of One Oak Financial, breaks down 6 tax strategies every entrepreneur should be using right now. Mike doesn't just teach this stuff, he lives it. He moved his family to Puerto Rico and dropped his effective tax rate from 37% to 4%. His 28 year old son has a million dollar Roth IRA. His 24 year old has $600K. All tax free. All from strategies he used in his own business.We cover S-Corp structuring, the Augusta Rule, accelerated depreciation, family payroll, solo 401(k)s, and geographic arbitrage. If you're a high earner still overpaying in taxes, this episode is your wake up call.Connect with Mike Milligan: mikemilligan.comConnect with Clive Capital: clivecapital.comDISCLAIMER: This episode is for educational purposes only. We are not financial advisors. All investments are subject to risk including the possible loss of principal. Please consult your CPA and attorney before making any financial decisions.#TaxStrategy #Entrepreneurship #WealthBuilding

Are you unknowingly losing thousands in hidden 401k fees? Forensic 401k consultant Paul Sippel exposes how businesses are being charged excessive fees that come directly out of employee accounts, without ever receiving an invoice. You'll hear shocking stories, including one company that unknowingly paid a dead advisor for nearly a decade.Paul breaks down how to investigate your plan's fees, negotiate with providers, and structure your 401k to maximize tax deductions while eliminating unnecessary costs. Whether you're a startup founder or running an established firm, this episode will change how you think about retirement benefits. Learn more at paulsippil.com.Reach Paul:Website: https://www.paulsippil.com/Youtube: @paulsippil #401k #RetirementPlanning #TaxDeductions #HiddenFees #EmployeeBenefits #WealthBuilding

Ever wondered what hidden fees and legal traps could be quietly eroding your returns in real estate syndications? In this episode, we sit down with Richard Crouch, a commercial real estate attorney with over two decades of experience and chair of the business group at Woods Rogers, to uncover what most investors overlook before wiring their money.Richard breaks down the critical clauses you need to scrutinize in operating agreements and PPMs, from waterfall distributions and fee disclosures to manager removal provisions and exit strategies. He shares real examples of investors being "held captive" in underperforming deals and explains why the absence of certain protective language should be a major red flag.Whether you're evaluating your first syndication or your tenth, this conversation will sharpen your due diligence process and help you ask the right questions before committing capital. Learn what separates reputable sponsors from the rest and how to protect yourself when deals don't go as planned.Contact Richard Crouch:📧 [email protected]📞 757-446-8684🌐 www.woodsrogers.com

Is mobile home park investing really recession-proof?In this webinar, Jack Martin, co-founder of 52TEN, breaks down why mobile home parks are considered one of the most resilient real estate asset classes—especially during economic uncertainty.With experience across $450M+ in real estate transactions, 1,600 lots across 4 states, and $55M+ in private investor capital, Jack shares the real-world strategies that help investors generate steady income across market cycles.What You’ll Learn:- Why mobile home parks are widely viewed as recession-resistant- How this asset class produces consistent cash flow in any market- Key risk-mitigation strategies used by professional operatorsWhat makes mobile home parks different from other real estate investmentsAbout Jack Martin:Jack Martin is the co-founder of 52TEN and an experienced real estate operator with a disciplined, investor-first approach. He has helped 200+ investors achieve predictable income and long-term stability through mobile home park investing.If you’re looking to add a recession-resilient real estate strategy to your portfolio, this webinar is a must-watch.Reach Jack:[email protected] Clive CapitalWebsite: https://www.clivecap.com/LinkedIn: https://www.linkedin.com/in/keshavkolur/Calendly: https://calendly.com/keshavkolur/30minLinkedin: https://www.linkedin.com/in/johnlai/https://calendly.com/laijohn/30minEmail: [email protected]: +1 650-229-5450

Long-term care planning is one of the most overlooked—and most critical—parts of a sustainable financial plan.In this webinar, Raymond Lavine, founder of Lavine LTC Benefits, breaks down what families and investors need to know about planning for extended care, protecting assets, and avoiding common (and costly) mistakes.Drawing from both professional expertise and personal experience, Raymond shares practical insights to help you safeguard your health, wealth, and legacy.What You’ll Learn:- Why long-term care and caregiving benefits are essential to your financial plan- The hidden risks of delaying care planning—and how to avoid them- How long-term care insurance can protect your estate and loved ones- Common misconceptions that leave families financially exposedAbout Raymond Lavine:Raymond Lavine is a respected voice in financial and wealth planning, specializing in long-term care solutions. He is the founder of Lavine LTC Benefits, a U.S. Army veteran, and a co-author of Empathy and Understanding in Business with Chris Voss. Raymond has also appeared on national TV, including Moving America Forward.Whether you’re planning for yourself, your family, or your investors, this conversation offers valuable guidance for creating peace of mind across generations.Reach Raymond:https://www.lavineltcins.com/LinkedIn: https://www.linkedin.com/in/ltc-benefits/Reach Clive CapitalWebsite: https://www.clivecap.com/LinkedIn: https://www.linkedin.com/in/keshavkolur/Calendly: https://calendly.com/keshavkolur/30minLinkedin: https://www.linkedin.com/in/johnlai/https://calendly.com/laijohn/30minEmail: [email protected]: +1 650-229-5450

In this episode of Investing for Generational Wealth, host John Lai of Clive Capital sits down with Brian Herriot—author, speaker, and founder of Herriot Financial—to explore what meaningful freedom really looks like.Brian shares his personal journey from a traditional corporate management career to building a lifestyle centered around time freedom, purpose, and intentional living. He breaks down the difference between financial independence and true freedom, and how shifting your beliefs around money can reshape your life.What You’ll Learn in This Episode- The difference between time freedom and financial independence- How to transition from a corporate environment to a flexible lifestyle- Strategies Brian uses for investing and wealth-building- Why cash can be a powerful tool for lifestyle design- How to rethink financial beliefs to support your goals- A preview of Brian’s upcoming book and his mission to help othersWhether you're a high achiever, entrepreneur, or someone seeking more control over your time, this conversation offers practical insights for designing a life that aligns with your values.Reach Brian:https://timefreedomcalculator.com/Reach Clive CapitalWebsite: https://www.clivecap.com/LinkedIn: https://www.linkedin.com/in/keshavkolur/Calendly: https://calendly.com/keshavkolur/30minLinkedin: https://www.linkedin.com/in/johnlai/https://calendly.com/laijohn/30minEmail: [email protected]: +1 650-229-5450

What does it really take to retire early—and not just scrape by, but thrive?In this candid and inspiring conversation, John Lai, Co-Principal of Clive Capital, shares how he recently retired from Amazon to pursue the FIRE lifestyle (Financial Independence, Retire Early). Joined by fellow Clive Capital Principal Keshav Kolur, the two dive deep into the mindset, math, and strategies that led John to early retirement—and how you can take steps toward your own financial independence.What You’ll Learn:✅ The different flavors of FIRE (Lean, Fat, Barista, Coast, and more)✅ How to calculate your own FI number (and know if you’re there)✅ The real story of how John reached FIRE—beyond the 401(k)✅ The decumulation phase: how to think about spending in retirement✅ Tax strategies for both the accumulation and drawdown yearsAbout the Speakers:John Lai recently left a high-level role at Amazon to embrace full-time financial freedom. With a background in big tech and an eye for alternative investments, John brings a practical, thoughtful voice to the FIRE conversation.Keshav Kolur, Clive Capital’s CEO and an early investor in real estate and private equity, provides a complementary perspective on building wealth through passive income and strategic portfolio planning.📌 Whether you’re early on your FIRE journey or already halfway there, this episode will give you the insights, inspiration, and tactical ideas you need to move forward with confidence.🔔 Subscribe for more real-world FIRE stories, passive investing strategies, and wealth-building insights:Reach Clive CapitalWebsite: https://www.clivecap.com/LinkedIn: https://www.linkedin.com/in/keshavkolur/Linkedin: https://www.linkedin.com/in/johnlai/Calendly: https://calendly.com/keshavkolur/30minhttps://calendly.com/laijohn/30minEmail: [email protected]: +1 650-229-5450

Oil & Gas Investing WebinarDiscover how oil and gas investing can diversify your portfolio, create passive income, and unlock powerful tax advantages.In this exclusive educational webinar, we’ll share strategies that helped our investors reduce over $1M in taxable income in just 9 months—while building steady cash flow from 16 wells. You’ll Learn:✅ How oil & gas projects compare to other private equity investments✅ Unique tax incentives (up to ~$80K savings per $100K invested)✅ How to evaluate operators, projects, and risk/reward✅ Case studies and success stories✅ Insights into our upcoming $100M fund launchWhether you’re a seasoned investor or exploring alternatives for the first time, this webinar will equip you with knowledge to make smarter, tax-efficient decisions.📌 Don’t miss this chance to learn how energy investing can strengthen your portfolio and maximize returns!Reach Clive CapitalWebsite: clivecap.comLinkedIn (Keshav): /keshavkolurCalendly (Keshav): ScheduleLinkedIn (John): /johnlaiCalendly (John): ScheduleEmail: [email protected]: +1 (650) 229-5450

About Joel Yanovich:With more than a decade of experience, Joel Yanovich leads the EB-5 practice at the Murthy Law Firm, helping clients navigate complex U.S. immigration laws through direct and regional center investment structures.He also advises international entrepreneurs in the E-2 treaty investor and international entrepreneur parole programs, and has successfully represented multinational executives in L-1 visa applications.Joel’s expertise is regularly featured at national immigration conferences, and his individualized legal strategies have helped hundreds of clients secure legal status while building long-term financial security in the U.S.Can you invest in U.S. assets while on a visa—and can those investments help you obtain a green card or residency?In this exclusive webinar replay, Joel Yanovich, Member of the Murthy Law Firm and one of the nation’s leading immigration attorneys, shares how foreign nationals can strategically use investments in real estate, oil & gas, and other assets to pursue U.S. residency through programs like EB-5, E-2, and L-1.Whether you're on an H-1B, L-1, or other visa, this session offers clarity on how to legally structure your investments and take meaningful steps toward financial and immigration goals.📌 Whether you're a hands-on landlord or an accredited investor seeking a better path, this session will reshape how you think about real estate.Reach Joel:[email protected] Clive Capital Website: https://www.clivecap.com/ LinkedIn: https://www.linkedin.com/in/keshavkolur/ Calendly: https://calendly.com/keshavkolur/30min LinkedIn: https://www.linkedin.com/in/johnlai/ Calendly: https://calendly.com/laijohn/30min Email: [email protected] Call: +1 (855) 666-8098#immigrationlaw #eb5visa #E2InvestorVisa #JoelYanovich #MurthyLawFirm #InvestOnVisa #foreigninvestors #RealEstateVisa #OilAndGasInvesting #VisaStrategies #GreenCardThroughInvestment #passiveincome

Are you considering buying rental properties—or is there a better way to invest? In this exclusive webinar replay, Keshav Kolur, CEO of Clive Capital, and John Lai, Co-Principal and host of the Investing for Generational Wealth podcast, break down why commercial real estate syndications offer a smarter path to passive wealth building.This session is ideal for anyone evaluating residential vs. commercial investing and looking for ways to generate stronger returns with less day-to-day involvement.What You’ll Learn: Residential vs. Commercial: Investment returns, risks & time commitmentsWhy commercial syndications create superior passive income opportunitiesHow syndications deliver institutional-quality deals to individual investorsThe benefits of scale, diversification, and professional risk managementWhy Clive Capital favors value-add multifamily, BTR, NNN, mezzanine debt, and O&GAbout Clive Capital:Clive Capital is a fast-growing private equity firm founded in 2022 with a focus on providing tax-advantaged, risk-mitigated investment opportunities in high-growth real estate and private equity markets. With over 1,000 multifamily units and 500+ BTR homes under development, Clive manages a portfolio valued at $165M+ AUM, aiming to scale to $322M by 2030.Through a unique blend of data-driven underwriting and deep industry partnerships, Clive empowers investors to build wealth through passive, scalable, and professionally managed investments. Learn more at clivecap.com.📌 Whether you're a hands-on landlord or an accredited investor seeking a better path, this session will reshape how you think about real estate.Reach Clive Capital Website: https://www.clivecap.com/ LinkedIn (Keshav Kolur): https://www.linkedin.com/in/keshavkolur/ Calendly (Keshav): https://calendly.com/keshavkolur/30min LinkedIn (John Lai): https://www.linkedin.com/in/johnlai/ Calendly (John Lai): https://calendly.com/laijohn/30min Email: [email protected] Call: +1 (855) 666-8098

In this podcast episode Clint Harris, real estate investor, entrepreneur, and host of the Truly Passive Income podcast, shares how he made the switch from hands-on real estate (Airbnbs, multifamily) to building real freedom through truly passive income strategies. This is a must-watch for anyone looking to scale back the grind and still generate strong, consistent returns. What You’ll Learn: How to move from active real estate (Airbnb, multifamily) to hands-off investing Why self-storage is one of the most underrated, high-yielding asset classes Lessons from raising capital for $150M+ in stabilized assets How to get started with passive syndication opportunities About Clint Harris: Clint started in medical sales, built a multifamily and Airbnb portfolio, and later founded Going Coastal Property Management to solve challenges in short-term rental management. Now a general partner at Nomad Capital, Clint leads the charge in repurposing big box retail into thriving self-storage facilities, while also heading capital raising and investor relations. Through his podcast and investment work, Clint is on a mission to help others achieve financial, time, and location freedom through smart, passive real estate investments. 📌 Whether you're an overworked landlord or a growth-focused investor, this session is your blueprint for freedom-focused investing.

Lane Kawaoka - Passive Real Estate Syndication Ready to move beyond the grind of rental property management? In this powerful webinar replay, Lane Kawaoka, founder of The Wealth Elevator and host of the Simple Passive Cashflow podcast, shares how to transition from active income streams like rentals into truly passive real estate syndication investments. This session is packed with real-world frameworks, deal analysis insights, and personal stories that will help you level up your investment strategy—whether you're a seasoned landlord or just starting your passive income journey. What You’ll Learn: ✅ How to move from active rental income to passive real estate syndication ✅ The fundamentals of syndication and how it compares to other investment models ✅ Lane’s personal framework for vetting deals and building partnerships ✅ How to scale with co-investment and access high-quality opportunities About Lane Kawaoka: Lane is a former Licensed Professional Engineer who managed over $250M in capital construction projects before leaving his corporate job to pursue financial freedom through real estate. Today, he manages a portfolio of 10,000+ units, including multifamily apartments, RV parks, mobile homes, and hotels. Through his platform SimplePassiveCashflow.com and the HUI Deal Pipeline Club, Lane helps accredited investors break free from the 9-to-5 grind by offering co-investment access—often personally signing on the debt and investing alongside his network. Lane is also the author of The Wealth Elevator, a blueprint for scaling your wealth and redefining success on your own terms. 📌 Whether you're seeking scalability, time freedom, or tax advantages, this webinar will help you unlock new passive income potential. Reach Lane: Website: www.thewealthelevator.com Email: [email protected] Reach Clive Capital: Website: https://www.clivecap.com/ LinkedIn (Keshav Kolur): Keshav Kolur Calendly (Keshav): Book a call with Keshav LinkedIn (John Lai): John Lai Calendly (John): Book a call with John Email: [email protected] Phone: +1 (401) 241-9632

Ever wondered why even experienced investors sometimes make irrational decisions? In this insightful webinar replay, Jonathan Blau, founder and CEO of Fusion Family Wealth, dives into the psychological biases that can derail investment strategies. Learn how to recognize your own biases and develop strategies to improve financial decision-making. What You’ll Learn: ✅ The most common behavioral biases that affect investment decisions ✅ How emotional reactions to market events can sabotage your financial plan ✅ Practical techniques to reshape your “money behavior” for better investing outcomes ✅ Real-world examples of how biases play out in the financial markets About Jonathan Blau: Jonathan Blau is a leading voice in behavioral finance with a practical, client-centered approach to wealth management. As the CEO of Fusion Family Wealth, a Long Island-based RIA with $1.1 billion under advisement, Jonathan specializes in guiding high-net-worth clients to make rational investment decisions despite market volatility.Jonathan’s philosophy emphasizes that investor temperament—how you act—matters more than what you know. Through his deep experience, he helps clients ignore market noise and stay committed to long-term financial goals.📌 Whether you're new to investing or a seasoned professional, this session offers valuable insights into how to think clearly about your investments and maintain emotional discipline. Reach Jonathan: Website: www.fusionfamilywealth.com Podcast: crazywealthypodcast.fusionfamilywealth.com Email: [email protected] Phone: 516 206-1320 Fax: 646 786-3960 Reach Clive Capital: Website: https://www.clivecap.com/ LinkedIn (Keshav Kolur): Keshav Kolur Calendly (Keshav): Book a call LinkedIn (John Lai): John Lai Calendly (John): Book a call Email: [email protected] Phone: +1 (401) 241-9632

Are you contemplating leaving your 9-5 job to pursue passive income through private equity and syndication? In this insightful webinar replay, Keshav Kolur, Founder and Key Principal of Clive Capital, shares strategies to help you transition from active employment to achieving financial independence through passive income. What You’ll Learn: Determining your goals for financial independence Understanding private equity and syndication as vehicles for passive income Assessing financial readiness and planning your transition Strategies for building a successful passive income portfolio About Keshav Kolur: Keshav Kolur made his first investment into 108 apartments in San Antonio, Texas, in September 2021. Following the success of that investment, he founded Clive Capital in January 2022 to partner with experienced, institutional-quality firms and provide passive investment opportunities to investors.With a background working at major tech companies like Amazon and Meta, Keshav focuses on building investment portfolios primarily for tech employees and other high earners. About Clive Capital: Clive Capital is a private equity investment firm dedicated to helping individuals build wealth and passive income by investing in real estate and private equity assets in prime locations with significant upside potential.The firm handles deal analysis, builds strong industry relationships, and manages operations, allowing investors to enjoy cash flow, tax benefits, and wealth growth without the hassles of traditional property management.

If you’re looking to build passive income, reduce taxes, and create long-term wealth, this exclusive webinar replay with Vinki Loomba, CEO of Loomba Investment Group and fund manager for Loomba Capital Partners, is a must-watch.Vinki shares real-world strategies and mindset principles that have helped her—and her investors—succeed in real estate investing, even during volatile market cycles.What You’ll Learn:✅ How to leverage real estate for passive income & financial freedom✅ Proven strategies to diversify with tax-advantaged investments✅ How mindset & personal development drive investing successAbout Vinki Loomba:Vinki’s journey from IT and academia to commercial real estate leadership has made her a sought-after expert in passive investing. She is the host of The Real Estate Vibe! podcast, where she empowers investors through insights on real estate, personal development, and wealth-building.Her mission is bold: to positively impact one million lives through smart investing and financial education.Reach Vinki:LinkedIn: Vinki LoombaYouTube: Loomba Capital YouTubePhone: (925) 250-3907Website: https://loombainvest.com/

How do you build a private equity portfolio that works for you—no matter where you are in life?In this exclusive webinar replay, Keshav Kolur, founder of Clive Capital, and John Lai, principal and host of the Investing for Generational Wealth podcast, share strategies for creating a diversified, resilient investment portfolio tailored to your personal financial goals.Whether you're just getting started or managing a seasoned portfolio, this session delivers actionable insights into private equity investing with an emphasis on growth, income, and legacy planning.What You’ll Learn:✅ How to balance appreciation and cash flow across asset types✅ Comparing risk/reward of value-add multifamily vs. built-to-rent✅ Role of NNN commercial, mezzanine debt, and oil & gas in portfolio strategy✅ How Clive Capital is scaling smart, risk-mitigated investments✅ Building a portfolio that evolves with your stage of lifeAbout Clive Capital:Founded in 2022, Clive Capital is a private equity investment firm dedicated to helping individuals build wealth and passive income through real estate and private equity assets. With a focus on tax-advantaged, risk-mitigated returns, Clive Capital offers diversified investment opportunities across:Multifamily apartmentsBuild-to-rent homesNNN commercial leasesMezzanine debt fundsOil and gas projectsTheir mission is to empower investors to achieve financial independence and create generational wealth through strategic, passive investments.📌 Whether you're focused on near-term income or building multi-generational wealth, this is your roadmap to private equity portfolio success.Reach Clive CapitalWebsite: https://www.clivecap.com/LinkedIn (Keshav Kolur): Keshav KolurCalendly (Keshav): Book a call with KeshavLinkedIn (John Lai): John LaiCalendly (John): Book a call with JohnEmail: [email protected] / [email protected]: +1 (401) 241-9632

Cary Artac began his career at the Chicago Board of Trade, offering technical market insights to traders and firms. Since founding Artac Advisory Inc. in 1996, he has worked extensively with grain, livestock, and energy producers across North America. He’s also a regular guest on AgriTalk PM and co-founder of Wicked Stocks, where he shares expert-level market guidance to help investors make informed decisions.Ready to level up your market analysis skills? In this exclusive webinar replay, Cary Artac shares time-tested analytical methods and technical analysis strategies used to predict market behavior across stock indexes, commodities, and Treasury instruments.With over 30 years of experience, Cary delivers insights that professional traders, brokerage firms, and commodity producers rely on to stay ahead of market shifts.What You’ll Learn:✔ Proven technical analysis techniques to anticipate market movements✔ How to apply predictive analytics to various asset classes✔ Strategies used by top professionals to mitigate risk and identify trends✔ Real-world examples from stock, commodity, and bond marketsReach Cary:LinkedIn: Cary ArtacYouTube: Cary's YouTube ChannelWebsite: Artac AdvisoryWicked Stocks: https://wickedstocks.com/Reach Clive Capital:Website: https://www.clivecap.com/LinkedIn (Keshav Kolur): Keshav KolurCalendly (Keshav): Book a call with KeshavLinkedIn (John Lai): John LaiCalendly (John): Book a call with JohnEmail: [email protected] / [email protected]: +1 (401) 241-9632🎯 Whether you're a trader or long-term investor, this session will sharpen your edge in understanding market behavior.

About Wayne Courreges III:With years of expertise in multifamily and commercial storage investments, Wayne Courreges III has successfully managed over $50 million in assets across Texas, Louisiana, and Alabama. His journey started in the U.S. Marine Corps, followed by a 16-year career in a Fortune 125 commercial real estate firm before transitioning full-time into real estate investing.Want to safeguard your investments and make informed decisions as a passive investor? In this webinar replay, Wayne Courreges III, Lead Sponsor & General Partner of CREI Partners, shares expert insights on vetting real estate deals, sponsors, and partners—a crucial skill for successful passive investing.About CREI Partners:CREI Partners specializes in acquiring apartment communities and developing RV/boat and business storage facilities in high-growth markets. Their mission is to help investors build wealth while giving back to local communities.Reach Wayne:LinkedIn: Wayne Courreges IIIWebsite: https://www.creipartners.comCoaching Program: Passive Investor CoachingReach Clive Capital:Website: https://www.clivecap.com/LinkedIn (Keshav Kolur): Keshav KolurCalendly (Keshav): Book a call with KeshavLinkedIn (John Lai): John LaiCalendly (John): Book a call with JohnEmail: [email protected] / [email protected]: +1 (401) 241-9632🚀 Ready to make smarter investments? Watch now and start vetting deals with confidence!

Alan Franks - Financial Freedom Strategies Are you ready to strategically use leverage, generate passive income, and build a lasting financial legacy? In this exclusive webinar replay, Alan Franks, CFP®, a fee-based CERTIFIED FINANCIAL PLANNER™, author, and speaker, shares proven strategies for financial independence, tax-efficient investing, and wealth-building. What You’ll Learn: ✅ How to leverage smart debt to accelerate wealth-building ✅ Strategies for generating passive income that supports financial freedom ✅ Practical steps to create a lasting legacy for future generations ✅ Tax-advantaged strategies to preserve & grow wealth ✅ Real-world insights from a seasoned financial planner About Alan Franks: With over 15 years of experience in financial planning, Alan specializes in holistic, client-centered strategies that focus on long-term success. Unlike traditional advisors who push financial products, Alan helps professionals, executives, and business owners achieve financial independence through cost-effective, strategic planning. Alan graduated cum laude from Mercer University with dual degrees in Economics and Entrepreneurial Management. Since launching his career at 22, he has helped countless clients navigate smart debt, passive investing, and legacy planning for multigenerational wealth. Reach Alan: LinkedIn: Alan Franks Website: https://www.empowered-money.com/ Reach Clive Capital: Website: https://www.clivecap.com/ LinkedIn (Keshav Kolur): Keshav Kolur Calendly (Keshav): Book a call with Keshav LinkedIn (John Lai): John Lai Calendly (John): Book a call with John Email: [email protected] / [email protected] Phone: +1 (401) 241-9632 🔔 Subscribe for more insights on financial freedom, investing, and wealth-building strategies!

Spencer Hilligoss - 5-Part Framework for Vetting Sponsors Are you looking to confidently assess investment sponsors and safeguard your capital? In this webinar replay, Spencer Hilligoss—a seasoned passive investor who has deployed seven figures into alternative investments—shares his 5-Part Framework for vetting sponsors. About Spencer Hilligoss: Spencer is the founder of Madison Investing, an exclusive investor club providing members access to high-quality, cash-flowing opportunities in self-storage, multifamily, and private credit—the same types of investments he personally participates in. After a 13-year leadership career in Silicon Valley tech, Spencer transitioned full-time into real estate investing in 2019. Today, he helps fellow investors build wealth through curated passive investments. Spencer is also a proud father of two, a graduate of the University of Colorado, and a member of the Forbes Business Council. 📩 Have questions? Drop them in the comments! Reach Spencer: LinkedIn: Spencer Hilligoss Website: https://www.madisoninvesting.com/ Email: [email protected] Reach Clive Capital: Website: https://www.clivecap.com/ LinkedIn (Keshav Kolur): Keshav Kolur Calendly (Keshav): Book a call with Keshav LinkedIn (John Lai): John Lai Calendly (John): Book a call with John Email: [email protected] / [email protected] Phone: +1 (401) 241-9632

John Casmon - Multifamily Real Estate Investing Are you a busy corporate or technology professional looking to build wealth through multifamily real estate investing? In this exclusive webinar, John Casmon, a real estate entrepreneur with over $100 million in apartment investments, shares proven strategies for navigating today’s real estate market and achieving financial freedom through passive investments. About John Casmon: John has helped professionals invest in large-scale apartment deals while also coaching active investors on scaling their multifamily business. He is the host of the Multifamily Insights podcast and co-creator of the Midwest Real Estate Networking Summit. Before becoming a full-time investor, John had a successful corporate career, leading marketing campaigns for General Motors, Nike, and Coors Light. His expertise in business strategy and marketing provides a unique advantage in identifying and maximizing real estate investment opportunities. 🔔 Watch now to learn how to leverage real estate investing while maintaining your career! 📩 Have questions? Drop them in the comments! Reach John: LinkedIn: John Casmon Website: https://casmoncapital.com/ Email: [email protected] Reach Clive Capital: Website: https://www.clivecap.com/ LinkedIn (Keshav Kolur): Keshav Kolur Calendly (Keshav): Book a call with Keshav LinkedIn (John Lai): John Lai Calendly (John): Book a call with John Email: [email protected] / [email protected] Phone: +1 (401) 241-9632

Sean O'Dowd - Scholastic Capital About Sean O'Dowd: Sean O'Dowd leads Scholastic Capital, a real estate fund specializing in acquiring single-family homes in elite school districts and renting them to families on long-term leases. Currently outperforming expectations by 7%, Scholastic Capital provides investors with reliable returns and monthly distributions. Discover how alternative asset strategies can be tailored to align with investor goals, delivering monthly cash flow, equity appreciation, and tax benefits. In this insightful webinar, Sean O'Dowd, Managing Partner at Scholastic Capital, shares innovative approaches to real estate investing that cater to conservative investors seeking steady cash flow and long-term value. With a background at Boston Consulting Group (BCG) and honors from The Wharton School of Business, Sean combines strategic insight with practical investment solutions, making him a trusted advisor in the real estate investment space. 💼 If you’re looking to optimize your investment portfolio with proven real estate strategies, this webinar is a must-watch! 👉 Watch now and learn how to tailor real estate funds to your financial goals! 📩 Have questions? Leave a comment or reach out directly. Reach Sean: LinkedIn: Sean O'Dowd X (Twitter): @SeanODowd15 Website: https://scholasticcapital.com/ Email: [email protected] Reach Clive Capital: Website: https://www.clivecap.com/ LinkedIn (Keshav Kolur): Keshav Kolur Calendly (Keshav): Book a call with Keshav LinkedIn (John Lai): John Lai Calendly (John): Book a call with John Email: [email protected] / [email protected] Phone: +1 (401) 241-9632

Explore the untapped potential of retail shopping plazas as a lucrative passive investment opportunity! In this engaging webinar, Manish Pushye, a seasoned entrepreneur with over 25 years of experience, shares his journey of building a multi-million-dollar portfolio and provides actionable strategies for creating wealth through strategic investments and business growth.🎙️ About Manish Pushye:Starting with just $700 and an engineering degree, Manish built a thriving portfolio across diverse industries, including cellphone retail, scrap metal trading, manufacturing, and liquor stores. Today, he focuses on raising capital and guiding investors toward exceptional returns through retail shopping plaza investments.💼 Whether you’re an aspiring investor, entrepreneur, or seasoned professional, this webinar provides valuable insights into generating passive income and combining it with active business opportunities.👉 Listen now and learn innovative ways to grow your wealth!📩 Have questions? Leave a comment or reach out directly.Reach Manish:LinkedIn: https://www.linkedin.com/in/manishpushye/http://awesomeroi.us/[email protected] Clive CapitalWebiste: https://www.clivecap.com/LinkedIn: https://www.linkedin.com/in/keshavkolur/Calendly: https://calendly.com/keshavkolur/30minLinkedin: https://www.linkedin.com/in/johnlai/https://calendly.com/laijohn/30minEmail: [email protected] / [email protected]: +1 (401) 241-9632

🎙️ About Eugene Gershman:With a proven track record and a motto of "Do not sell your land; develop it!" Eugene has empowered countless landowners to achieve financial freedom through strategic development projects.Unlock the secrets to successful real estate development with Eugene Gershman, a seasoned real estate developer dedicated to helping property owners and developers maximize the potential of their land. In this insightful webinar, Eugene shares his expertise and actionable strategies for developing both multifamily and single-family projects.💼 Whether you're a property owner, aspiring developer, or real estate enthusiast, this webinar provides valuable insights to help you make smarter decisions in residential real estate development.👉 Watch now to start your journey toward profitable development!📩 Questions? Leave a comment or reach out directly for more details.Reach Eugene Gershman:LinkedIn: https://www.linkedin.com/in/eugenegershman/https://giscompanies.co/[email protected] Clive CapitalWebiste: https://www.clivecap.com/LinkedIn: https://www.linkedin.com/in/keshavkolur/Calendly: https://calendly.com/keshavkolur/30minLinkedin: https://www.linkedin.com/in/johnlai/https://calendly.com/laijohn/30minEmail: [email protected] / [email protected]: +1 (401) 241-9632#realestatedevelopment #multifamilydevelopment #SingleFamilyDevelopment #eugenegershman #passiveincome #landdevelopment #residentialprojects #realestateinvesting #propertydevelopment #wealthbuilding

About Tom Suvansri:Tom’s passion for financial empowerment stems from witnessing his parents lose their wealth due to a lack of financial literacy. This inspired him to guide others toward financial freedom through strategies that prioritize control, stability, and lasting impact.Take control of your financial future and build a legacy of wealth with this exclusive webinar replay featuring Tom Suvansri, founder of Perennial Pride. With an MBA in finance from Penn State University and over 20 years of experience in the pharmaceutical industry, Tom is now dedicated to helping families, professionals, and business owners achieve true financial independence.Whether you're planning for retirement, exploring passive income options, or looking to create a lasting financial legacy, this webinar offers actionable insights to help you achieve your goals.👉 Watch now and start designing your path to financial independence!📩 Questions? Leave a comment or connect with us directly!Reach Tom Suvansri:LinkedIn: https://www.linkedin.com/in/tom-suvansri-52309b2/https://www.perennialpride.com/[email protected] Clive CapitalWebiste: https://www.clivecap.com/LinkedIn: https://www.linkedin.com/in/keshavkolur/Calendly: https://calendly.com/keshavkolur/30minLinkedin: https://www.linkedin.com/in/johnlai/https://calendly.com/laijohn/30minEmail: [email protected] / [email protected]: +1 (401) 241-9632#PassiveIncome #GenerationalWealth #FinancialIndependence #TomSuvansri #PerennialPride #AlternativeInvestments #WealthBuilding #FinancialFreedom #LegacyPlanning

🎙️ About Courtney Moeller:With deep family roots in the oil and gas sector and a proven track record of helping investors maximize their wealth, Courtney combines decades of industry knowledge with a passion for empowering professionals to achieve their financial goals.Discover how to reduce your tax burden and secure steady monthly cash flow with oil and gas investments in this insightful webinar featuring Courtney Moeller. As a U.S. Navy veteran, entrepreneur, and seasoned expert in the oil and gas industry, Courtney shares powerful strategies for building wealth and diversifying your portfolio in any market.✨ What You’ll Learn:- Tax benefits of oil and gas investments- How to create consistent monthly cash flow- The role of oil and gas in a diversified portfolio- Actionable strategies to secure lasting financial freedomReach Courtney Moeller:LinkedIn: https://www.linkedin.com/in/csmoeller/https://courtneymoeller.com/[email protected] Clive CapitalWebiste: https://www.clivecap.com/LinkedIn: https://www.linkedin.com/in/keshavkolur/Calendly: https://calendly.com/keshavkolur/30minLinkedin: https://www.linkedin.com/in/johnlai/https://calendly.com/laijohn/30minEmail: [email protected] / [email protected]: +1 (401) 241-9632

Scott is a licensed attorney and seasoned expert in self-directed IRAs, having guided thousands of investors toward achieving their financial goals. As a frequent speaker and industry thought leader, he combines legal knowledge with practical strategies to help investors maximize their retirement portfolios.🏢 About Advanta IRA:With over 20 years of experience and $3 billion in assets under administration, Advanta IRA is a trusted leader in self-directed IRA account management. They provide personalized service and educational resources to empower investors nationwide.Unlock the full potential of your retirement savings with this informative webinar featuring Scott Maurer, Vice President of Sales at Advanta IRA. With over 18 years of experience in the self-directed IRA industry, Scott shares his expertise on how to use your retirement funds to invest in real estate and other alternative assets.✨ What You’ll Learn:- The basics of Self-Directed IRAs- Benefits of self-directed investing for real estate and beyond- Tax advantages and diversification strategies- Opportunities in real estate investments, including syndications, rentals, and multifamily projects- Rules and regulations for using IRAs and 401(k)s in alternative investments👉 Watch now to learn how to make your retirement funds work harder for you!📩 Got questions? Leave a comment or connect with us!Reach Scott Maurer:LinkedIn: https://www.linkedin.com/in/scott-maurer-18998465/https://www.advantaira.com/[email protected] 425 0653 ext 1123Reach Clive CapitalWebiste: https://www.clivecap.com/LinkedIn: https://www.linkedin.com/in/keshavkolur/Calendly: https://calendly.com/keshavkolur/30minLinkedin: https://www.linkedin.com/in/johnlai/https://calendly.com/laijohn/30minEmail: [email protected] / [email protected]: +1 (401) 241-9632

Explore the lucrative world of self-storage, mobile home, and RV park investments with Gabe Peterson, founder of Kaizen Properties and host of The Real Estate Investing Club podcast. In this webinar, Gabe shares his inspiring journey from corporate consulting to building a thriving real estate business, offering actionable insights for investors at all levels.✨ What You’ll Learn:- Key lessons from Gabe’s transition into real estate investing- The unique potential of self-storage, mobile home, and RV park asset classes- Valuable strategies to consider when exploring these investment opportunities💡 Whether you're a seasoned investor or just starting out, this webinar provides a wealth of knowledge and real-world advice to help you make informed decisions in these exciting markets.👉 Watch now and gain insights from an industry expert!📩 Questions or thoughts? Share them in the comments or reach out directly!Reach Gabe Petersen:LinkedIn: https://www.linkedin.com/in/gabe-petersen/https://www.therealestateinvestingclub.com/Reach Clive CapitalWebiste: https://www.clivecap.com/Linkedin: https://www.linkedin.com/in/johnlai/LinkedIn: https://www.linkedin.com/in/keshavkolur/Calendly: https://calendly.com/keshavkolur/30minEmail: [email protected]: +1 (401) 241-9632

Dive into the world of multifamily real estate investing with this insightful podcast episode! Discover the essential steps to executing a successful value-add strategy and gain actionable knowledge to navigate the complexities of multifamily syndication.🎙️ About the Speaker:Aaron Thomas brings a wealth of experience from the commercial real estate sector. Starting his career as a broker with Marcus & Millichap in downtown Chicago, he transitioned to full-time real estate investing in Scottsdale, where he owns two short-term rentals and holds LP positions in multifamily syndications. Now, Aaron leads capital and partnership initiatives, connecting investors with dynamic opportunities through custom funds.✨ What You'll Learn:- Key risks and benefits of multifamily syndications- Critical steps for a value-add strategy- Expert insights to level up your real estate investing game- Whether you’re a beginner or looking to deepen your expertise in multifamily deals, this session is packed with value for you!👉 Listen now and unlock the secrets to multifamily success!📩 Have questions or want to connect? Comment below or reach out!Reach Aaron:LinkedIn: https://www.linkedin.com/in/a-thomas-tlc/https://www.twinluxcapital.com/Reach Clive CapitalWebiste: https://www.clivecap.com/Linkedin: https://www.linkedin.com/in/johnlai/LinkedIn: https://www.linkedin.com/in/keshavkolur/Calendly: https://calendly.com/keshavkolur/30minEmail: [email protected]: +1 (401) 241-9632

Ready to unlock the strategies for acquiring your first apartment building and making a successful big investment?In this Podcast episode, Leslie Awasom, Director of Operations and Co-founder of XSITE Capital Investment LLC, shares insights from his journey in real estate. Leslie oversees operations and financial strategy at XSITE Capital, managing a multifamily portfolio valued at over $168 million.Beginning his investment journey in 2017 with single-family homes and transitioning to multifamily in 2019, Leslie’s experience provides practical steps and inspiration for those looking to scale in real estate. With additional ventures in e-commerce and wellness, Leslie brings a wealth of knowledge to help you take that next big step.Listen now to learn from Leslie’s expertise and get inspired to make your first apartment acquisition a reality!Follow for more replays and real estate insights!Reach Leslie Awasom:LinkedIn: linkedin.com/in/leslie-awasom/Websites:xsitecapital.combeyond9to5club.comReach Clive CapitalWebiste: clivecap.comLinkedin: linkedin.com/in/johnlai/LinkedIn: linkedin.com/in/keshavkolur/Calendly: calendly.com/keshavkolur/30minEmail: [email protected]: +1 (401) 241-9632

The Real Estate Game Changer | Webinar Replay with Mike DeatonMissed the live webinar? Here’s your chance to catch the replay! Discover why vacant land is one of the best-kept secrets in real estate—a powerful investment that offers rapid cash flow and wealth-building potential.In this session, we sit down with seasoned investor Mike Deaton. After leaving the corporate world in 2016, Mike have built multiple real estate businesses, leveraging asset classes that combine impressive cash flow with tax benefits.As an active land investor in over 1,200 multifamily units, Mike is excited to share his journey and teach others to achieve similar financial freedom.Subscribe for more replays and real estate insights!Contact Mike Deaton:LinkedIn: linkedin.com/in/michaelbdeatonWebsites:deatonequitypartners.comflippingdirt.usopenplainsproperties.comContact Clive CapitalWebiste: clivecap.comLinkedIn: https://www.linkedin.com/in/keshavkolur/Calendly: https://calendly.com/keshavkolur/30minEmail: [email protected]: +1 (401) 241-9632

Are you ready to explore the road to profitable returns in the RV campground market? Don Spafford is a General Partner with Beyonder Holdings, Legacy Real Estate Holdings, and HBS Allstar Homes. With 20 years of corporate finance experience, Don began his real estate investing journey in 2017, transitioning full-time after leaving his corporate job in 2022. His expertise spans multiple real estate assets, including multifamily, build-to-rent, RV resorts, retail, build-to-sell, and international hotel resorts. Specializing in investor relations, Don is known for his innovative approach to forming strategic partnerships with institutional investors, developers, and other capital raisers. As an integrator and problem solver, he ensures that projects move forward efficiently. Outside of work, Don enjoys spending time with his wife, Maria, and their four children in Idaho Falls, Idaho. In his free time, he watches movies and adds to his coin collection. Fluent in Spanish, Don is also passionate about giving back to his community through service. Resources: Email: [email protected] Website: BeyonderCamp.com

Are you ready to see multifamily investments through the eyes of a seasoned broker? Reid Bennett is the National Council Chair of Multifamily Properties for SVN International and a Principal of the Multifamily Group for SVN Chicago Commercial, where he has been working for over 16 years. He is also a Certified Commercial Investment Member (CCIM), a prestigious credential that demonstrates his expertise in financial analysis, market analysis, user decision analysis, and investment analysis for commercial real estate. With a focus on the sale of apartment communities across the Midwest, Reid leverages his extensive network, market knowledge, and collaborative approach to deliver optimal results for his clients. He has achieved multiple awards and recognition for his outstanding performance, including the Partners Circle Award four times, ranking him in the top .02% among all SVN advisors globally. He is also a commercial real estate coach for The Massimo Group, where he helps other brokers elevate their business and maximize their potential. Resources: Email: [email protected] Website: https://svn.com/

Are you ready to discover the secrets to finding a trustworthy operator? Ben Nelson is the producer of multiple world-record-breaking stunts for clients such as Red Bull. A thrill-seeker at heart, Ben lives for the meticulous planning and attention to detail required to pull off the impossible— A skill that has served him well in managing a multi-million dollar real estate portfolio. His team has established a platform that creates financial growth while fostering a community of like-minded individuals. This community, characterized by a shared spirit of adventure, seeks members with a commitment to personal and professional growth, and a heart for sharing abundance with others. Resources: Email: [email protected] Website: https://www.wildoakcapital.com/

Are you ready to uncover what’s really happening in Arizona’s apartment scene? Beakley began his career as a real estate appraiser in 2015 working as a trainee in Pasadena, CA. In 2020, Jason passed the certified general exam and focused on multi-housing valuations, completing an average of 250 appraisal assignments a year. He has since expanded his appraisal scope to include all aspects of commercial reporting with an emphasis on market studies. He has performed valuation & consulting services with work performed in more than 40 states accounting for more than 2,000 valuation and advisory assignments nationally, advising real estate developers, investors, government agencies and corporate clients in various real estate matters in the commercial and residential real estate sectors. Resources: Email: [email protected] Website: www.fourcv.com

Are you ready to discover the secrets to staying focused and driven in your pursuit of success? Igor Shaltanov, co-founder of Avista Fund, transitioned from professional athletics to successful entrepreneurship and real estate investment in Southern California. Founded in 2020, Avista Fund focuses on raising capital and investing in income-generating multifamily properties, providing international investors a hedge against high inflation rates. As a limited partner in 20 real estate deals, they manage over 3,200 units valued at $500 million. Prioritizing conservative underwriting and meticulous due diligence, Avista ensures prudent investment while delivering value to investors and residents. Igor's journey reflects relentless pursuit of excellence and a values-driven approach, empowering investors while making positive community impacts. Resources: Email: [email protected] Website: https://avistafund.com/

Are you ready to learn how to turn humble beginnings into extraordinary achievements in real estate? Over her career, Sharon Riddle has worked in companies, nonprofit organizations, and government agencies. She has provided business solutions in the areas of software upgrades and business process analyses and has conducted best business practice research for over 30 years. Sharon began investing in single-family real estate in 2005 with her spouse and business partner, Dan. She took a leadership role in managing all facets of the business, including property analysis, acquisition, rehab, property management, and resale of properties. Sharon, with her business partner Dan, started the transition to multifamily real estate in 2015 through initial education and investing passively in 18 properties in Texas, Oklahoma, Colorado, Florida, and Ohio, totaling 3,507 units to date. Resources: Email: [email protected] Website: www.exclaibretexas.com

Are you ready to discover the keys to retiring with confidence through real estate investing? Michael’s mission is to help busy professionals find their path to wealth. Through the Navigator Wealth Fund, he assists clients in diversifying their portfolios with high-quality real estate and private money loans, enabling them to retire confidently. With over 10 years of experience in real estate investing, Michael is a dedicated project manager and operator. Clients rely on him as their co-pilot to navigate private placements and diversify into real estate. Michael's extensive background includes working for REITs managing $30 billion in assets, spanning hotels, commercial offices, logistics, and senior living facilities. He is a Massachusetts-licensed real estate salesperson and a certified Project Management Professional. Resources: Email: [email protected] Website: https://spireinvestmentproperties.com/

Are you ready to discover why savvy investors are still betting on commercial office spaces? Stewart Heath is a passionate entrepreneur and leader with over 35 years of experience transforming organizations into efficient operations with a path to profitability. Heath found interest in his career at an early age while watching his CPA father produce business success for clients. In 1985, Heath graduated from Auburn University with a degree in Accounting. Since then, he has held multiple C-Level positions. In 2011, Stewart Heath founded Harvard Grace Corporation where he and his team provide business advisory services specializing in financial and operational fractional C- Level engagements. Heath has been a real estate investor for more than 20 years. His experience includes, commercial and multi-family development, construction, management and investing. Resources: Email: [email protected] Website: https://harvardgracecapital.com/

Are you ready to discover why savvy investors are still betting on commercial office spaces? Stewart Heath is a passionate entrepreneur and leader with over 35 years of experience transforming organizations into efficient operations with a path to profitability. Heath found interest in his career at an early age while watching his CPA father produce business success for clients. In 1985, Heath graduated from Auburn University with a degree in Accounting. Since then, he has held multiple C-Level positions. In 2011, Stewart Heath founded Harvard Grace Corporation where he and his team provide business advisory services specializing in financial and operational fractional C- Level engagements. Heath has been a real estate investor for more than 20 years. His experience includes, commercial and multi-family development, construction, management and investing. Resources: Email: [email protected] Website: https://harvardgracecapital.com/

Curious about the path to generating six figures of passive income? Justin Moy spent years excelling in sales, consistently ranking in the top 5%. Despite his professional success, he found himself sacrificing personal life for career growth, leading him to seek ways to reclaim his time. He noticed a gap in the investment space, where sales professionals faced unique challenges such as variable income, recession exposure, and volatile job markets. Recognizing his own burnout, he discovered that investing in commercial real estate could address these specific pain points. His approach has enabled many sales professionals to replace their income with passive income through this strategy. Passionate about helping his peers, Justin focuses on educating sales professionals on how to overcome their investment challenges and achieve financial independence through commercial real estate, often within a span of 0-10 years. Resources: Email: [email protected] Website: https://www.presidentsclubinvestors.com/

Are you ready to explore this unexpected yet lucrative avenue for passive income? Mike embarked on his passive income journey from humble beginnings, initially working a grueling 60-hour per week job that barely covered expenses. Determined to change his financial trajectory, he invested his emergency fund into a fixer-upper property, setting the stage for his ventures into real estate and beyond. With strategic moves and a focus on family time, Mike diversified his income streams, ultimately finding success in the vending industry. Today, he manages a thriving vending route, generating substantial monthly income and paving the way for generational wealth. Resources: Website: https://www.mrpassive.com/

Jay Conner has been buying and selling houses since 2003 in a town of only 40,000 people with profits now averaging $78,000 per deal. He has Rehabbed over 475 houses and been involved in over $118 Million Dollars in Transactions. Jay has completely automated his Annual 7-Figure Income Business to where he works in his buying and selling house business less than 10 Hours per week. His passion is Motivating and teaching other Real Estate Investors How to Raise Private Money without every asking for Money. As a result, Jay has Consulted one on one with over 2,000 Real Estate Investors. When he lost his lines of credit at the bank in 2009, Jay Raised $2,150,000 in less than 90 Days in Private Money when cut off from the banks. Jay is also a Commercial Developer of Shopping Centers and Condominium Communities. He is a National Speaker on the topics of Private Money, Foreclosures This Side of COVID, Automation of your business, and Personal Development. In addition, Jay is a 2 Time National Best Selling Author and a past president of Business Networking International. Resources: Email:[email protected] Mobile: 252-808-2927