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We consult with and employ multiple firms across the country that are trained specifically in due diligence for all investment offerings that are shared. Once deals pass our initial screening criteria, they provide us thorough assessments for all of our sponsors and projects.
Our primary focus in today’s market is on the following demand-driven asset classes in the United States:
Multi-family
Self-Storage
Build-For-Rent (BTR/SFBFR)
Essential Retail
Distressed Assets
Industrial/Commercial Property
Oil & Gas
Preferred Equity
ATM's
We have assembled advisors in the following areas to assist us in identifying the best-in-class opportunities and sponsors to partner with:
Investment Analysts
Certified Financial Planners
Accountants
International Tax Attorneys
SEC & FINRA Compliance Attorneys
1030 Exchange Advisory / Q0Z / DST
QSBS (1202) and 1045 Roll-over Strategies
Tax Consulting
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Join a vibrant community of like-minded investors, and industry experts. Share experiences, glean insights, and perhaps, find your next investment partner among peers who share your ambition. Gain instant access to our "Rolodex of Experts" to take your wealth to the next level.
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Receive 24/7 access to our entire compendium of resources, from step-by-step video tutorials, to exclusive worksheets and downloadable guides, as well as expert webinar replays.
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Our team of expert analysts and underwriters scour 3000+ deals per year to select the TOP 1-2% deals in various sectors. ONLY those that meet our strict criteria are presented for your review.
We take the time to learn about you and your goals, share valuable resources, and help you create a personalized blueprint of success to achieve your goals, step-by-step.
Start your investment journey by joining Intentional Capitalist. Browse our fully digital platform, containing carefully vetted and curated top-tier investment opportunities while executing your investment strategy with our knowledge and help at every step of the way.
With every investment, you’re building an additional stream of passive income, lowering taxes, and creating generational wealth and time freedom.
In the early days of my medical career, a financial mentor reshaped my path. His wisdom ignited my passion for strategic investments and, by implementing this BLUEPRINT, my financial journey was transformed and wealth accelerated. Having reclaimed my time through financial freedom, I became committed to helping other burned-out, time-poor professionals unlock their financial freedom through smart investments.
My unique blend of expertise, experience, and network is at your service. Together, we can strategically evaluate investment opportunities to minimize your tax liabilities, maximize your passive income, and multiply your wealth through capital growth.
I believe in finding joy in doing what you love for the fulfillment it brings, rather than merely for the paycheck. Let’s turn your aspirations into reality. Join me in this journey towards financial independence and fulfillment.
I’d love to jump on a zero pressure call to get to know you, and possibly tell you more about Intentional Capitalist, and other free or paid resources that we have to help.
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