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THE THREE
PILLARS OF WEALTH

"The Launch-Pad for Profit
How to Cut Deals in Each REI in
a High-Interest Rate Environment"

We specialize in Building Asset Portfolios with the 3 Pillars of Wealth, and emphasize on Real Estate!!!
 

  • We specialize in Training and Building Financial Plans for people wanting to builds Asset Portfolios of the 3 Pillars of Wealth

    • Real Estate

    • Paper Assets

    • Businesses

  • Providing Education Programs and mentorship to Real Estate Agents, Mortgage Brokers, Business Owners, and Individual Investors

  • Including all 7 “REI’s” (Real Estate Investment), how to “move paper” for maximum benefits, and Self-Directed IRAs

  • The 7 REIs

INVESMENT #1. One Unit Long-term Rentals
 

  • One Household Unit per listing.

    • Single Family Homes

    • Townhouses/Patio Homes

    • Apartments

    • Condominiums
       

  • Long-term Rental Conversion: Considering turning a property into a rental? We can guide you through the process, highlighting:​

    • Potential tax benefit.

    • Opportunities for cash flow and equity build-up.

    • How this decision fits into your overall legacy or estate planning goals.

    • Cash-out Refinance: Interested in refinancing your property? We can walk you through this process that can yield.

    • 100% tax-free cash from your property’s equity.

​INVESTMENT #2. Short Term Rentals

​

  • Short-term Rental Conversion: Considering turning a property into a Short-term rental? Or even buying one? We can guide you through the process, highlighting:

    • Potential tax benefit

    • Opportunities for cash flow and equity build-up

    • How this decision fits into your overall legacy
      or estate planning goals      .

    • Cash-out Refinance: Interested in refinancing your property? We can walk you through this process that can yield

    • 100% tax-free cash from your property’s equity

INVESTMENT #3. Land & Lots

​

  • ​Learn how to Develop Land

  • Learn the 300 page Zoning Manuals!

  • Learn to Crunch the Numbers and Access to Financing (Construction Loans)

  • Gold Hiding in plain sig.ht if you know how to split loans

  • Learn to Crunch the Numbers and Access to Financing (Construction Loans)

    • FHA Loans Available

    • Conventional Loans Available

INVESTMENT #4:

Expand your portfolio into the
commercial and industrial sectors.

​

  • Specialized Niches: Opportunities abound in various specialized industries Equity Play: We can assist in protecting your wealth through investments in tax-favorable assets that do not fluctuate frequently.
     

  • Investment Principles: While we may not fully understand every niche in the commercial sphere, we can apply well-established investment rules.
     

  • Cash Flow Play: Typically, commercial properties tend to have lower cash flow than residential due to the difficulty in placing large amounts of cash.
     

  • Margin Acceptance Rate: The larger the investment, the harder it is to find high margins.

INVESTMENT #5.

Seller Finance and Promissory Notes​

 

​Learn the all the Benefits to SELLER FINANCE
AND PRIVATE PROMISSORY NOTES:​

  • Tax benefits

  • Cashflow

  • Higher Returns

  • Great Retirement Vehicle

INVESTMENT #6. Multifamily​

​

​Learn the Ins and Outs Creating Cashflow on Residential Multifamily (2-4 units) or Commercial (5-12 units)

  • House hacking  - Living in your Primary Home as a 2-4 unit building

  • Buy property you can live-in and landlord out to cover your mortgage or even pocket money

  • Great for eliminating the #1 budget killer... your rent/mortgage.

  • Cashflow Equity play (5-infinity)

    • Investors looking to place a large amount of money into investment with decent returns.

  • Also a great Tax Sink

INVESTMENT #7. Business Opportunities
 â€‹

  • ​Buying/Starting a business can be a complex process, but with the right approach and strategy, it can lead to a rewarding investment. We can help build the Business Financial Plan to MAXIMIZE THE ODDS OF YOUR SUCCESS!!!

ART OF “MOVING PAPER”
 â€‹

  • Moving Paper is the Art of Utilizing your Net Worth to Live Within the Value of Your Assets while accumulating no income and other taxable events!

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