I’m a commercial and residential real estate entrepreneur, also known as a syndicator. I specialize in cash flowing multifamily properties with strong upside potential. I also work with repositioning companies that acquire, repair and reposition real estate for resale or for strong cash flow. My financiers for my deals are a small, select group of individual lenders and equity participants. With very low time involvement, they commonly realize returns on their investment of 12 to 15 percent on a professionally managed property. If you know of anyone who would be interested in working with me as my financier, then I would like to share with them the details of my next deal.

NOTICE: This website is intended only for persons who qualify as accredited investors or with whom the syndicator has established a prior direct relationship, as family, personal acquaintance or a business relationship that includes real estate investments. This is not a public offering of securities. This is not a private offering of securities to any person who is unqualified to invest with the syndicator in accordance with applicable securities laws and regulations.

Accredited Investor Qualification: (you must meet at least one of these criteria to qualify)

  1. I received an individual income in excess of $200,000 in each of the two most recent years and reasonably expect an individual income in excess of $200,000 in the current year.
  2. My spouse and I received joint income in excess of $300,000 in each of the two most recent past years and we reasonably expect joint income in excess of $300,000 in the current year.
  3. I have an individual net worth or joint net worth with my spouse in excess of $1,000,000, excluding my net equity in my primary residence and excluding any secured debt above the fair market value of my pledged collateral.

If you satisfy at least one of the above criteria, then you qualify as an accredited investor.

If you do not qualify as an eligible investor in accordance with the Federal Securities and Exchange Commission under Regulation D (rules 501, 504, 505, or 506), or in accordance with the applicable state securities laws, then you are ineligible to invest in opportunities with the syndicator. There are no assurances or guarantees for future profit or for the return of your investment.

If you choose to invest, then please understand that all forms of investing have risk! Always retain the services of a licensed professional to provide legal, accounting, and tax advice for your situation.

NOTICE: If you cannot afford to lose your entire investment or you do not fully understand and accept the risks of these kinds of real estate investment, then the syndicator insists that you decline the investment opportunity and immediately return any material to the syndicator. There are no assurances or guarantees for future profit or for the return of your investment. You are responsible for your own consultation with your legal and accounting professional advisors.

Please understand that there are some situations where a financially literate and sophisticated private financier may participate without qualifying as an accredited investor. Our attorney can work with your attorney to determine whether and how you can work with us as a private financier. Such situations usually involve private lending with secured debt on the subject property or possibly a private loan to our LLC as a general obligation. Such opportunities must be evaluated on a case by case basis with attorneys to ensure proper compliance with all applicable laws and regulations. You may contact us on the Wealth Creation page and ask for more details on working with us as a sophisticated private financier and be sure to include your attorney’s full contact information, because we must include your attorney in all correspondence.

To the extent that any of the proposed transactions referred to herein would be deemed, under federal or state securities laws, to be the offer or sale of a security, be advised that the securities described herein have not been registered under the securities act of 1933, as amended, or applicable state securities laws. The securities described herein have not been approved or disapproved by the Securities and Exchange Commission (the “SEC”) or any state securities commission or other regulatory authority of any jurisdiction; nor has the SEC or any such state securities commission or regulatory authority passed upon the accuracy or adequacy of the information contained herein, or the merits of the securities described herein, nor is it intended that they will. Any representation to the contrary is a criminal offense. The securities described herein, if any, may not be sold, nor may an offer to buy be accepted, prior to the time an offering document describing the offering and disclosing the risks of an investment in the securities is delivered in final form. Under no circumstances shall the information contained herein constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of the securities in any jurisdiction in which such offer, solicitation or sale is unlawful.