OUR PREFERRED PARTNERS
PREMIER PARTNER
Tribevest is a collaborative, group investment platform that enables friends and family to organize as an investor group, pool money, and manage joint investments.
Founded in 2007, The Family Office Club is an ultra-wealthy investor club with 3,000+ investors. With a team of 28, we host 15 live events per year on tax strategies, investment structures, investment due diligence, strategies for becoming a savvier investor, and more. Of our 15 live events per year, 4 of them are large investor summits with 600 – 1,000+ professionals at each event. We are specialists in deal origination and can also help source niche-specific deals in the area where you created your wealth or in cash-flowing real estate transactions. We specialize in short-term rental properties through our InvestorResidences.com fund and in multi-location medical practices through our Medical Clinic Capital (MCC) platform.
INVESTMENT PARTNERS
ACCOUNTABLE EQUITY is an integrated development, management, and syndication company. Our mission is to offer accredited investors access to some of the most compelling private offerings available today. Our goal is to be accountable with the equity entrusted to our care by our investor partners.
Aspen Funds provides macro-economic driven alternative investments, designed to deliver strong risk-adjusted returns for high-net worth investors. Aspen has a 10-year track record operating private equity funds across many asset classes, including: mortgage notes, multifamily, self-storage, industrial, etc.
DLP Capital is a private financial services and real estate investment firm focused on transforming lives by financing and building Thriving Communities, creating attainable rental housing solutions for families priced out of the American dream of homeownership. Focusing on impact investments, DLP Capital strives to help investors do well while doing good, creating lasting change with a track record of achieving double-digit equity returns for investors in DLP Capital-sponsored funds every year since inception.
Recognized for 11 consecutive years as an Inc. 5000 Fastest Growing Company, DLP boasts $5.25B+ in AUM and is trusted by over 3,000 accredited investors. DLP Capital-sponsored funds target passive income and long-term capital appreciation for accredited investors, offering significant liquidity and the benefits of an evergreen fund structure. Their current offerings (including REITs) target annual net returns between 9-13% and annual preferred returns ranging from 6-9%, distributed quarterly or monthly, depending on the Fund.
MAG Capital Partners is an experienced private investment firm focusing on single-tenant, net lease development and sale leaseback structured transactions. With a dedicated in-house credit analysis team, construction management, asset management and investor support staff, MAG Capital Partners has the skills and experience to acquire and manage cash flowing investment properties.
PassiveInvesting.com is a national, private equity real estate firm focused on acquiring cash flowing assets in primary and secondary markets with risk-adjusted returns. We currently have acquired just over $1.2B in assets including hotels, express car washes, self-storage, multifamily, and our real estate debt fund. Our goal is to provide institutional quality assets to everyday accredited investors and grow our generational wealth together.
Matt Picheny, your backstage guide to passive investing, is a former actor turned investor and Founder of the investment company, Picheny. Matt is focused on developing passive income streams that enable investors to achieve financial freedom, write their own story, and choose how they want to spend their time.
With over 15 years of experience in property analysis, financing, acquisition, construction, and operations, Matt has invested in over 10,000 apartments nationwide. He specializes in revitalizing and elevating communities through real estate investment, community enrichment, and the arts.
Dave Zook, The Real Asset Investor, has acquired more than $350M of Investment Real Estate since 2010 which include Multi-family apartment units, multiple large institutional grade Self-storage facilities and Cleaner Energy Carbon distillation units which produce pharmaceutical grade oil and liquids.
Dave and his team at The Real Asset Investor are one of the Top 5 ATM Operators in the country, and they provide investment opportunities in their ATM, Self-storage and various Funds for Cash Flow, Tax Impact and Equity Growth.
PROFESSIONAL SERVICES PARTNERS
Nathaniel Busch, CPA founded Busch Tax Company in 2016 to meet the growing demand for entrepreneurial tax & accounting services.
We believe one of the most significant threats to a taxpayer is ineffective tax compliance.
Jameson Lett and his team specialize in building custom life insurance portfolios. If you have questions on how to properly structure a life insurance policy, how to maximize cash value and distributions, or simply want someone to look over the policies you already own, then this is a great place to start. With a clientele that stretches coast-to-coast, Jameson and his team are obsessed with helping people understand the unique benefits that Cash Value Life Insurance can add to an overall financial strategy.
Vyzer is a secure, all-in-one platform designed to help investors effortlessly manage their diverse portfolios. Say goodbye to investing hours in manually updating spreadsheets, and instead, gain instant insight into how your investments are performing with Vyzer’s fully automated system.
Vyzer combines performance tracking, financial planning tools, and AI-driven insights to maximize returns on various investments, including real estate syndications, private equity, crypto, and traditional assets. Experience the convenience of seamless wealth management with Vyzer, your partner in achieving financial goals with ease.