Passive Real Estate Investing —
for high-earners, executives, business owners & post-exit founders.
We help you get access to commercial real estate investments that strengthen your legacy.
Who is this for?
Find out if this is the right fit for you. Though our 200-investors are varied, we typically help the following profiles fortify their portfolios with commercial real estate.
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High-Earners & High-Net Worth
Earning a high-income gives you opportunities— you can access investment vehicles like private real estate that other’s can’t.
But it also introduces 2 big challenges:
- What’s the right framework when combining alternative, private investments with your traditional stock/bond portfolio?
- Who can you trust?
You’re committed to moving beyond the traditional 60-40 investment strategies — Because you know…
Maxing out your 401k isn’t the key to generational wealth.
The truly wealthy are playing a different game—and you want in.
You want to play in a different league—but you need access.
High-Earners & High-Net Worth Individuals we work with typically have similar questions:
- “I need a framework for investing my net worth beyond the standard 60-40 equities-bond split that a traditional financial advisor will give me.”
- “I know that being a high-earner gives me access to private real estate deals—but I don’t know who I can trust.”
- “I’ve got an exit-date with my company—when the years worked plus my age means early retirement. I want to create cash flow for income replacement.”
- “How much should I leave in ETFs & mutual funds vs illiquid investments like private real estate?”
Tech-Executives
Tech executives face unique financial challenges as their net worth is often closely tied to their company’s ups… and downs.
We help our tech clients diversify their net worth beyond their employer, their tech stocks, and even the S&P 500. Because even the best tech companies can have a change in the guard, go downhill, or see AI disrupt their business plans.
Don’t get us wrong—we’re Seattle founders—we also love tech for the same reason our clients do, amazing growth!
But we counterbalance our client’s portfolios in stable, non-correlated real estate deals, ensuring they’re financially prepared for any market shift.
Trusted by the Employees of
Tech executives we work with typically have similar questions and concerns:
- “I already get my salary, my bonus & stock options from work, I don’t want my investments to also be completely tied to this company.”
- “I get cash infusions multiple times a year because of stock-disbursements—should I sell them and invest outside the market?”
- “I enjoy picking tech stocks for fun—but I want something that is diversified to counterbalance.”
- “I’m worried the tech bubble might pop—my net worth will be set way back.”
- “Why should I invest in private real estate vs. a REIT?”
Business Owners
As entrepreneurs ourselves, we get the “blood, sweat and tears” of running a business.
Business owners need a safe place to park & grow their money—so they can go back to managing their team, increasing revenue, and generally putting out the daily fires of entrepreneurship.
Not to mention, maybe having a free weekend to spend with their family, instead of checking emails?
You don’t want to spend your precious free time actively managing rental properties—or deeply researching each new deal.
You need trusted, transparent partners that have skin in the game — investing alongside you in every deal.
Business Owners we work with typically have similar questions and concerns:
- “I feel like I have too much financial exposure tied up in my own business—I want to start getting income from other places.”
- “I have no time to research deals—I just need a few reliable, trusted places I can always put my extra cash.”
- “Can I plan for early retirement by investing the profits from my business in long-term real estate assets?”
- “As a business owner myself, I can tell the professionalism by the level of communication and transparency. I’ll know if they’re running a tight-ship!”
- “I want the founders to invest alongside me—so I know they have skin in the game.”
Post-Exit Founders
Selling your business is a milestone. But it also means navigating a new challenge: determining the best way to invest the capital from your business sale.
With a significant cash payout, what’s the next right move?
How do you invest to maintain your lifestyle and secure your future?
Whether you’re looking for cash flow for income replacement, long-term growth, or a tax-efficient vehicle, we help post-exit founders make the most of their post-sale capital in real estate.
Post-Exit Founders we work with typically have similar questions and concerns:
- “I’ve successfully sold my business and now I have this ball of cash to invest—what’s the right balance between liquid and illiquid investments?”
- “I need to create an income now that I’ve sold the business—how much cash flow can real estate syndications provide?”
- “Are there any tax-efficient ways to invest in real estate right after the sale?”
- “What size of investment makes sense for someone in my financial position?”
