‘Outside-the-Box’ Real Estate Investing: Above Average Returns from Cash-Flowing Asset Niches

Private Equity is a vast area of investing, frequently presumed to be mainly real estate or hedge funds from giant companies requiring huge minimum investment positions. However, there are many interesting cash-flowing assets to acquire that are often overlooked when it comes to ‘main street’ smaller and self-directed IRA investors, such pizza delivery, comedy clubs,…

How to Beat the Banks at Their Own Game

The investing environment is changing — and changing fast. High inflation and a pandemic hangover issues like disrupted production and supply chains are a drag on growth. Many conclude there will be no going back to ‘normal’, but a new normal will emerge. How do you profit?  In this webinar, you’ll learn:

The Peter Thiel Effect: How to build tax-free generational wealth through Private Equity Investments inside your IRA!

In 1999 Peter Thiel, Founder of PayPal, used his self-directed IRA to purchase shares of his start-up at $.001/share. Not long thereafter the value of PayPal grew exponentially and Mr. Thiel became the proud owner of his very own tax-free investment bank. Congressional scrutiny and IRS enforcement has made some (but not all) of Mr….

Hedging Inflation with a Rental Workforce Housing Strategy

When considering current market conditions, multifamily real estate is a physical asset that generally performs well during inflationary periods, as rental rates tend to increase in tandem with inflation. Investors benefit from the ability to diversify their portfolio with a low-volatility, income generating, and tax-advantaged investment producing generous returns.

Three Factors to help you Invest Intelligently in Real Estate

Once you’ve decided to invest in real estate, how do you know where to begin?  As a real estate investor, it’s easy to be overwhelmed by the different asset classes and offerings to invest in.  As a CPA, Denise Piazza was immediately drawn to the tax benefits associated with real estate investments.  After years of…

Opportunity During Economic Uncertainty: Why You Should be Investing in Limited-Service Hotels Right Now

In the midst of soaring inflation, high interest rates, and economic uncertainty, limited-service hotels (such as Courtyard by Marriott, Hilton Garden Inns, etc.) offer unique protection for investments. Real estate remains a hedge against inflation, and specifically, limited-service hotels offer additional benefits such as daily rate pricing power and lower labor costs than other hotel…

Investing in Gold and Mining Shares in the Age of (Stag?)flation, Digital Currency and Geopolitical Uncertainty

Securities, real estate and commodity markets are in turmoil, the direction of both fiat and digital currencies is unclear. Hanging over all of this is the most vicious inflation we’ve seen in a generation, while a war affecting global food supply rages on in Europe. What role should gold and mining shares play in your…

Unlocking A Transformational Capital Gains Tax Deferred Exit Plan for High Net Worth Individuals

For Investors and Advisors: Adding more value to advisory services and show high net worth how to defer large capital gains, save 1031 exchanges, preserve wealth and create more wealth by buying at any time all tax deferred and plan wisely for retirement. Learn the single biggest secret of adding value for you or your…

Due Diligence Essentials for Non-U.S. Real Estate Investments: Caribbean Case Study

Andrew Carnegie said 90% of all millionaires become so through real estate. Investing in real estate is a great way to diversify your portfolio and achieve high returns when you invest properly.  Like all investments, real estate comes with its own risks and we will discuss real estate investing principles that will help you navigate…

Private Lending Roadmap – The Guide to Retirement

Inflation is through the roof! Stocks, Bonds, and Crypto are losing value at a record pace. Where are savvy investors going to gain security and stability? Private secured notes are not only a fantastic asset preservation strategy, they provide the steady cash flow that is almost impossible to find in volatile times. There is nothing…