Wealth Managers & Family Offices
Client Value
- Longterm, real asset exposure with institutional style pricing and terms.
- Focus on ROI, income durability, and compounding over time through leverage-backed asset ownership to amplify returns.
- Backed by a proven team with a track record of successful placements.
Partner Value
- Diligence support, clear briefs, and direct access to principals.
- Whiteglove ownership and reporting support with no operational burden.
- Cobranded education for clients; preferred partner incentives.
CPA & Tax Advisory Firms
Client Value
- Access to bulknegotiated deals that can align with taxadvantaged realestate strategies (with your guidance).
- Emphasis on ROI and longterm stability via curated, highquality assets.
- Turnkey ownership for hassle free, longterm holds.
Partner Value
- Expand advisory scope with vetted, realasset opportunities.
- Private briefs, documentation support, and principal access.
- Cobranded webinars/events; preferred partner incentives.
Professional Associations
Member Value
- Added membership benefits: exclusive allocations and better deal terms via bulk negotiating.
- Educational programming that elevates member financial literacy.
- Concierge setup (furnishings, leasing,) for handsoff ownership.
Association Value
- Distinctive member perk that enhances brand value.
- Cobranded seminars and private events.
- Preferred partner incentives and dedicated support.
Specialized Program: Crypto Program (for your clients)
For qualified investors with Bitcoin holdings, we can introduce reputable lenders who offer BTCbacked credit lines. This can allow clients to leverage current BTC positions to finance real estate acquisitions, targeting return on invested capital (ROIC) that outpaces financing costs.
Subject to lender approval, prudent LTVs, market volatility, and individual suitability; not investment, tax, or legal advice.
