Christopher Nelson

Helping You Build Wealth with Tech Equity and become the Founder of Your Financial Independence

In the early 2000s,  my focus was on growing my skills, climbing the ladder, and being where I needed to be to get the job done. 

In 2009, I burned out hard. 

My new plan was to work for equity in tech start-ups and become financially independent.

Swing and Miss, the first start-up company I chose to work for, was going nowhere (equity worth zero). 

What happened? Did I screw up everything?

I chose the company because I was passionate about its mission, but I had not examined it further. I had no real plan.

My next step was to call people that I knew had been successful in working for equity in tech and see what was different in their "playbook."

Key lessons learned after first dead-end tech startup:
 -In trading my time and talent for equity, I need to think like an investor
 -Create a rigorous due diligence process
 -Don't fear failure, stay in the game
 -Keep learning

May 2011, Started at Splunk Pre-IPO

April 19th, 2012 Splunk had a break-out IPO

April 20th, 2012 feelings of anxiety and fear creep in about how to manage the newly generated wealth. 

I had to figure out how to get real income (real estate) into my portfolio. I needed something sending me checks.

Key lessons learned after the first IPO:
 -How to invest in private equity real estate
 -Set up my family for generational wealth
 -Own the result (don't put my future in someone else's hands)

New Mission: Be the Founder of a Micro Family Office to become Financially Independent.

Strategy:
 -Live within paychecks
 -Bonuses for extras
 -Invest all of our equity

I climbed the ladder to become a CIO. 

At the peak, I realized I wanted to build my DIY Family Office more than climb the ladder.

I changed roles and reduced my scope. 

On August 26, 2022, I graduated from my W-2 job to live a lifestyle by design.

I founded WealthOps in 2023 to equip technology professionals with the skills to build and run their portfolios.

My Portfolio:
 -3  Start-Ups I worked for IPOed (SPLK, YEXT, GTLB) <-Traded Time
 -Replaced paycheck with $200k+ of portfolio income
 -Built my Micro Family Office
 -Running a company structured around my life

My Results:
 -Highly Diversified Portfolio - Stocks, PE Real Estate, Debt, Businesses, and VC. 
 -$223 Million AUM with investors
 -7 Investments  gone full cycle with an Avg 19.4% IRR to investors
 -1000+ tech employees being educated on Managing Tech Millions
 -20+  and growing Portfolio CEOs

My mission - 1000+ Portfolio CEOs

Learn more about how I did this, join our free live workshop  →  https://dub.sh/wealthops-linkedin

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David Choe was offered a choice in 2005:

$60,000 cash to paint Facebook's murals - or stock options instead.

Most people would take the cash.

Choe took the stock.

𝗧𝗵𝗮𝘁 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗯𝗲𝗰𝗮𝗺𝗲 𝘄𝗼𝗿𝘁𝗵 𝗼𝘃𝗲𝗿 $𝟮𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

The chances he would have gotten rich from his art sales alone?

𝘚𝘭𝘪𝘮.

It's the same with your salary.

It will likely never make you wealthy.

But your equity compensation has a chance to.

Last year, over 500,000 people became millionaires in the United States.

The majority didn't get there through salaries or side hustles.

They got there through equity compensation.

RSUs that vested.
Options that multiplied.
ESPP grants that 10x'd.

But here's the trap I see constantly:

Smart people treat equity like a bonus.

Something extra. Nice to have.

They optimize for salary and ignore the life-changing potential in their equity grants.

I've watched tech executives negotiate hard for an extra $20K in base salary.

Then leave $500K in equity on the table because they didn't understand the company's trajectory.

David Choe understood something most people miss:

Your time and talent are finite resources.

But equity in the RIGHT company?

𝗧𝗵𝗮𝘁 𝘀𝗰𝗮𝗹𝗲𝘀 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘆𝗼𝘂.

𝗜𝘁 𝗰𝗼𝗺𝗽𝗼𝘂𝗻𝗱𝘀 𝘄𝗵𝗶𝗹𝗲 𝘆𝗼𝘂 𝘀𝗹𝗲𝗲𝗽.

𝗜𝘁 𝘁𝘂𝗿𝗻𝘀 𝟯 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝘄𝗼𝗿𝗸 𝗶𝗻𝘁𝗼 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝘄𝗲𝗮𝗹𝘁𝗵.

The difference between $1M and $10M isn't working harder.

It's recognizing when equity compensation creates asymmetric returns.

🔶

If you're sitting on $1M+ in equity compensation and struggling to figure out how to manage it, how to divest it, how to grow it -- I want to invite you to my upcoming live workshop.

I'll teach you how to architect your wealth around a Micro Family Office.


𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

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Talks about #realestate, #technology, #techstartups, #realestateinvesting, and #financialindependence

I Run My Own Micro Family Office and Teach Others to Do the Same | Founder @ WealthOps

This post from Mitchell Baldridge, CPA, CFP® is hilarious!

Not gold. Not bonds. The Costco hot dog.

Most people with $1M-$30M don't have a wealth management problem.

𝗧𝗵𝗲𝘆 𝗵𝗮𝘃𝗲 𝗮 𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲 𝗽𝗿𝗼𝗯𝗹𝗲𝗺.

Last Wednesday, I watched 49 high-earners realize this in real-time.

Tech executives with 7-figure stock portfolios they're afraid to touch.

Entrepreneurs sitting on $3M in cash, paralyzed by what comes next.

Doctors earning $500K+ but managing wealth like they have $100K in a 401K.

The common thread?

𝘛𝘩𝘦𝘺'𝘳𝘦 𝘣𝘳𝘪𝘭𝘭𝘪𝘢𝘯𝘵 𝘢𝘵 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘸𝘦𝘢𝘭𝘵𝘩. 𝘉𝘦𝘨𝘪𝘯𝘯𝘦𝘳𝘴 𝘢𝘵 𝘮𝘢𝘯𝘢𝘨𝘪𝘯𝘨 𝘪𝘵.

So we walked through the exact framework ultra-wealthy families use to architect portfolios... but designed for $1M-$30M net worth.

Not generic asset allocation charts.

A strategic Investment Thesis that defines YOUR rules for deploying capital, targeting returns, and protecting legacy.

The same system that help me transition from tech executive to Micro Family Office CEO—now generating $200K+ in annual portfolio cashflow.

Want to join us for live, tactical guidance on managing wealth like the business?

As of typing this we have 53 people signed up for our next workshop.

𝗡𝗲𝘅𝘁 𝘄𝗼𝗿𝗸𝘀𝗵𝗼𝗽: December 17th

𝗔𝗽𝗽𝗹𝘆 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

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"I wish I could retire."

I hear this all the time from people with $3M-$5M-$7M portfolios.

They're brilliant at building wealth.

But they feel trapped in their jobs.

Here's what they don't realize:

𝘛𝘩𝘦𝘺'𝘳𝘦 𝘢𝘭𝘳𝘦𝘢𝘥𝘺 𝘧𝘳𝘦𝘦. 𝘛𝘩𝘦𝘺 𝘫𝘶𝘴𝘵 𝘥𝘰𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘪𝘵 𝘺𝘦𝘵.

The problem isn't the size of their portfolio.

It's how it's structured.

Most high-net-worth professionals are stuck in the Traditional Drawdown Model:
→ Selling assets to generate income
→ Watching principal decline year after year
→ Paying unnecessary taxes
→ Living with constant sequence risk
→ Feeling anxious about market volatility

But there's a different approach.

One that ultra-wealthy families ($100M+) have used for decades.

It's called an Evergreen Income Model.

Instead of liquidating your portfolio, you build it to generate consistent, tax-efficient cashflow.

The difference is dramatic:

A $3M Evergreen Portfolio can generate $250K annually—with principal staying intact (or growing).

After-tax income? ~$240K.

Effective tax rate? 3-5%.

Compare that to a traditional drawdown approach:
$120K gross income → $90K after-tax → principal declining every year.

Same portfolio size. 𝗖𝗼𝗺𝗽𝗹𝗲𝘁𝗲𝗹𝘆 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗼𝘂𝘁𝗰𝗼𝗺𝗲.

How does it work?

The Evergreen Model rests on 4 pillars:

1️⃣ Asset Selection – Income-focused investments (industrial triple net leases, self-storage, debt funds, energy infrastructure)

2️⃣ Tax Optimization – Depreciation shields, depletion allowances, carried interest treatment, strategic loss harvesting

3️⃣ Risk Management – Diversification across asset classes, sponsors, and vintages. 10-15% liquidity buffer.

4️⃣ Operation Cadence – Quarterly reviews, annual rebalancing, ongoing due diligence, regular tax planning.

This isn't theory.

It's how my own portfolio works.

I've got ~50% of my portfolio in income generating assets.

The result? $200K+ annually in tax-efficient cashflow.

It's not a secret method.

And it's how TIGER21 members (ultra-wealthy families) structure their wealth:
→ 30% Private Equity
→ 25% Real Estate
→ 15% Private Credit
→ 20% Public Equities (stocks)
→ 10% Other

They're not trying to "beat the market."

They're building income engines.

If you're sitting on $1M-$30M but still feel dependent on your paycheck, you're not stuck.

You're just one strategic shift away from financial freedom.

Want to learn how to transition your portfolio from drawdown to evergreen income?

I'm hosting a free live workshop on December 17, 2025 where I'll walk through:

✓ The exact framework to build an Evergreen Portfolio
✓ How to access these same investments
✓ How to create your own investment thesis
✓ Real portfolio examples (including mine)

Link to register 👇
https://dub.sh/mN0g8tK

Micro Family Office Evergreen Portfolio Model

You built a $6M portfolio.

But you're still managing it like it's a $700K portfolio.

Here's what I mean...

Most high-net-worth professionals are running Drawdown Portfolios when they should be running Evergreen Portfolios.

I say this because many (maybe even you) feel like their portfolio isn't getting them closer to living the life they want.

Let me show you the difference:

𝗗𝗥𝗔𝗪𝗗𝗢𝗪𝗡 𝗣𝗢𝗥𝗧𝗙𝗢𝗟𝗜𝗢 (𝗪𝗲𝗮𝗹𝘁𝗵 𝗦𝘁𝗼𝗿𝗮𝗴𝗲)

This is what 99% of advisors will build for you:
→ Philosophy: Accumulate → Store → Withdraw → Deplete
→ Assets: Stocks, bonds, cash in traditional 60/40 allocation
→ Income Strategy: Sell 4% of your portfolio annually
→ Your Role: Passive account holder who delegates everything
→ Crisis Response: Storage depletes faster, no recovery mechanism
→ Tax Strategy: Limited options (capital gains from forced sales)

You're treating your wealth like a storage unit.

Pull from it until it's empty.

𝗘𝗩𝗘𝗥𝗚𝗥𝗘𝗘𝗡 𝗣𝗢𝗥𝗧𝗙𝗢𝗟𝗜𝗢 (𝗪𝗲𝗮𝗹𝘁𝗵 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀)

This is what ultra-wealthy families actually do:
→ Philosophy: Build → Operate → Generate → Reinvest → Scale
→ Assets: Private equity, real estate, active businesses + traditional investments
→ Income Strategy: Generate 6-8% cash flow WITHOUT selling ownership
→ Your Role: Active CEO making strategic decisions and building a team
→ Crisis Response: Business keeps operating, can pivot and adapt
→ Tax Strategy: Multiple optimization levers (depreciation, K-1 losses, qualified dividends)

You're treating wealth like an operating company.

It generates cash flow today.

While growing for tomorrow.

𝗧𝗵𝗲 𝗺𝗶𝗻𝗱𝘀𝗲𝘁 𝘀𝗵𝗶𝗳𝘁:
Stop asking: "How much can I safely withdraw at 65?"
Start asking: "How much cash flow does my portfolio generate TODAY?"

Stop "managing" investments once a month.
Start operating like the CEO of a wealth business.

𝗪𝗵𝘆 𝗺𝗼𝘀𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝗻𝗲𝘃𝗲𝗿 𝗺𝗮𝗸𝗲 𝘁𝗵𝗶𝘀 𝘁𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻:
They don't know it exists as an option.
They think it's only for ultra-wealthy families.

Their advisor can't teach it (they've never done it).

They're paralyzed by the knowledge gap.

They don't have a roadmap.

Here's the truth...

If you built a $6M portfolio, you ALREADY have the skills to run it like a business.

You just need the right architecture.

The right systems.

The right playbook.

This is exactly what we're teaching in our live workshop on 12/17:
→ How to architect your own Micro Family Office
→ How to transition from Drawdown to Evergreen thinking
→ How to generate cash flow TODAY (not when you're 65)
→ The frameworks ultra-wealthy families use (scaled for $1M-$30M portfolios)

Link to register:  https://dub.sh/mN0g8tK

$1M+ net worth.
$0 portfolio income.
See the problem?

Most high earners have their wealth locked in:
→ Company stock (can't sell without taxes)
→ Primary residence (doesn't pay you)
→ Retirement accounts (can't access for 20 years)
→ Growth stocks (appreciation ≠ cash flow)

You thought hitting $1M+ meant freedom.

Instead, you're still chained to your paycheck.

Because your portfolio architecture doesn't match your goals.

Want to quit your job? 𝘠𝘰𝘶 𝘯𝘦𝘦𝘥 𝘪𝘯𝘤𝘰𝘮𝘦-𝘱𝘳𝘰𝘥𝘶𝘤𝘪𝘯𝘨 𝘢𝘴𝘴𝘦𝘵𝘴.

Want to retire early? 𝘠𝘰𝘶 𝘯𝘦𝘦𝘥 𝘴𝘺𝘴𝘵𝘦𝘮𝘢𝘵𝘪𝘤 𝘤𝘢𝘴𝘩 𝘧𝘭𝘰𝘸.

Want actual freedom? 𝘠𝘰𝘶 𝘯𝘦𝘦𝘥 𝘵𝘰 𝘳𝘦𝘴𝘵𝘳𝘶𝘤𝘵𝘶𝘳𝘦 𝘺𝘰𝘶𝘳 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰.

The ultra-wealthy don't build wealth on stock portfolios.

They build it from assets that paid them... every single month.

Your portfolio needs to work for you.

Not just look good on a spreadsheet.

If you want to build a portfolio like this...

Join our free live workshop on December 17th.

Learn how the ultra-wealthy structure their portfolios as an income-focused system that generates reliable cash flow while preserving your principal.

We'll cover:
→ How to create your investment thesis
→ How to transition from appreciation to income
→ The asset classes ultra-wealthy families actually use
→ Tax-efficient strategies for concentrated stock positions
→ Building your portfolio architecture in 90 days

Learn more and register here: 
https://dub.sh/mN0g8tK

The Vanderbilts and Rockefellers each had $200B+.

96 years later, the Vanderbilts were broke.

The Rockefellers are still worth billions today.

What made the difference?

Not talent. Not luck. Not market timing.

Systems.

Vanderbilts asked → "How can we enjoy our wealth?"
Rockefellers asked → "How can we steward our wealth?"

That single question changed 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴.

Here's what the Rockefellers built that the Vanderbilts didn't:

→ 𝗔 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗲𝗱 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘁𝗵𝗲𝘀𝗶𝘀.
Not gut feelings. Not hot tips. A written philosophy that guided every decision.

→ 𝗔𝗻 𝗮𝗰𝘁𝘂𝗮𝗹 𝗳𝗮𝗺𝗶𝗹𝘆 𝗼𝗳𝗳𝗶𝗰𝗲.
Room 5600 in 1882. Five divisions. Centralized decision-making. Professional infrastructure.

→ 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝘃𝗲 𝗮𝘀𝘀𝗲𝘁𝘀 𝗼𝘃𝗲𝗿 𝘁𝗿𝗼𝗽𝗵𝘆 𝗮𝘀𝘀𝗲𝘁𝘀.
80% in businesses, dividend stocks, and income real estate. Not mansions and yachts.

→ 𝗧𝗿𝘂𝘀𝘁 𝗮𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁𝘂𝗿𝗲.
Generation-skipping structures that removed assets from estate taxes permanently.

→ 𝗦𝘁𝗲𝘄𝗮𝗿𝗱𝘀𝗵𝗶𝗽 𝘁𝗿𝗮𝗶𝗻𝗶𝗻𝗴.
Heirs weren't raised to spend. They were trained to compound.

→ 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗴𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲.
Protection from taxes, creditors, divorces, and poor individual decisions.

The lesson?

Wealth creation and wealth management are 𝘤𝘰𝘮𝘱𝘭𝘦𝘵𝘦𝘭𝘺 𝘥𝘪𝘧𝘧𝘦𝘳𝘦𝘯𝘵 𝘴𝘬𝘪𝘭𝘭 𝘴𝘦𝘵𝘴.

You can be brilliant at building a $10M+ portfolio.

And still lose everything if you don't build the systems to protect and grow it.

Most high-earners never learn this.

They hit $5M, $10M, $20M in net worth.

Then wonder why they still feel like beginners when it comes to managing it.

The Vanderbilts had the same problem.

𝗧𝗵𝗲 𝗴𝗼𝗼𝗱 𝗻𝗲𝘄𝘀?

You don't need $100M to build Rockefeller-style systems.

You need the right framework.

That's exactly what we're covering in our live workshop on December 17th.

We'll walk through how to architect your own Micro Family Office—so your wealth outlasts you.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗹𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗻𝗱 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

Build a micro family office like the Rockefellers

The ultra-wealthy don't have financial advisors - they have Family Offices.

Here's how to build one if you only have a few $M net worth.

Most people think Family Offices are only for billionaires.

They're wrong.

You just need the right-sized version.

Here's the problem...

You built a million-dollar portfolio with blood, sweat, and tears.

Now you've handed it off to an advisor that is managing, on average, 362 other clients.

Your goal:
- grow your wealth
- protect your wealth
- generate cash flow from your wealth

Their goal:
𝘒𝘦𝘦𝘱 𝘺𝘰𝘶𝘳 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘢𝘴 𝘭𝘰𝘸-𝘵𝘰𝘶𝘤𝘩 𝘢𝘴 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦 𝘴𝘰 𝘵𝘩𝘦𝘺 𝘤𝘢𝘯 𝘮𝘢𝘯𝘢𝘨𝘦 𝘢𝘴 𝘮𝘢𝘯𝘺 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘢𝘴 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦.

See the conflict?

If you want something other than cookie-cutter advice, you 𝘮𝘶𝘴𝘵 take control and step up as the 𝗖𝗘𝗢 𝗼𝗳 𝘆𝗼𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵.

That's where the Micro Family Office comes in.

Same institutional approach as the ultra-wealthy. 

Scaled for the $1M-$30M portfolios of busy professionals.

Here are the 7 core components:

𝟭. 𝗩𝗶𝘀𝗶𝗼𝗻 & 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆
Your Legacy Statement and Investment Thesis. The "why" behind every decision.

𝟮. 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲
Asset allocation blueprint across public equity, private equity, real estate, and preservation.

𝟯. 𝗟𝗲𝗴𝗮𝗹 & 𝗧𝗮𝘅 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻
Entity structures that shield wealth and minimizes your effective tax rate.

𝟰. 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗣𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀
Standardized workflows for investing, divesting, reporting, and decision-making.

𝟱. 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 & 𝗗𝗮𝘁𝗮
Dashboards and metrics that show what's working and where to adjust.

𝟲. 𝗧𝗲𝗮𝗺 & 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀
Fractional specialists (CPA, CTP, attorney) who execute at your direction—not the other way around.

𝟳. 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝗚𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲
Monthly reviews. Quarterly strategy. Annual planning. You remain CEO.

This isn't about making wealth management a second full-time job.

It's about building infrastructure that puts YOU back in control.

You become the CEO of your wealth—not a passenger in someone else's system.

Want to build yours?

Join my free live workshop on 𝗗𝗲𝗰 𝟭𝟳𝘁𝗵 where I'll walk through the exact blueprint.

𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

Here are 3 interesting things I noticed looking into this data:


𝟭. 𝗧𝗵𝗲 𝗧𝗼𝗽 𝟭𝟬% 𝗮𝗿𝗲 𝗛𝗼𝘂𝘀𝗲-𝗥𝗶𝗰𝗵, 𝗡𝗼𝘁 𝗖𝗮𝗽𝗶𝘁𝗮𝗹-𝗥𝗶𝗰𝗵
➤ Total net worth: $1.6M
➤ Investable net worth: $842K
➤ That means 52% is locked in their primary residence.
➤ This doesn't generate the cashflow needed to replace a paycheck.

𝟮. 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗘𝗾𝘂𝗶𝘁𝘆 𝗶𝘀 𝘁𝗵𝗲 𝗥𝗲𝗮𝗹 𝗗𝗲𝗰𝗼𝘂𝗽𝗹𝗶𝗻𝗴 𝗣𝗼𝗶𝗻𝘁
➤ Top 10%: 9% in business equity
➤ Top 1%: 41% in business equity
➤ The ultra-wealthy don't just invest differently.
➤ They own differently.

𝟯. 𝗦𝘁𝗼𝗰𝗸𝘀 𝗦𝘁𝗮𝘆 𝗙𝗹𝗮𝘁 𝗔𝗰𝗿𝗼𝘀𝘀 𝗔𝗹𝗹 𝗧𝗶𝗲𝗿𝘀 𝗮𝘁 𝟯𝟭%
➤ This surprised me.
➤ Whether you're top 10%, 5%, or 1%—stocks stay constant.
➤ The difference isn't public markets.
➤ It's private equity, real estate, and business ownership.

The pattern is clear:
➤ Top 10% = Wealth trapped in assets (mainly their house)
➤ Top 1% = Wealth working through systems

If you're in the top 10% but still trading time for money, you likely don't have an income problem.

𝘠𝘰𝘶 𝘩𝘢𝘷𝘦 𝘢 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘢𝘳𝘤𝘩𝘪𝘵𝘦𝘤𝘵𝘶𝘳𝘦 𝘱𝘳𝘰𝘣𝘭𝘦𝘮.

Want to learn how the top 1% actually structure their portfolios?

I'm hosting a live workshop on 12/17 and breaking down how to architect your own 𝗠𝗶𝗰𝗿𝗼 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲.

Learn more and register here: 
https://dub.sh/mN0g8tK

The middle class is shrinking. - you've heard it a thousand times.

But here's what the headlines won't tell you.

Americans aren't getting poorer.

They're getting richer.

Look at the data.

In 1967, only 13.1% of households earned $100,000+ 

(𝘢𝘥𝘫𝘶𝘴𝘵𝘦𝘥 𝘧𝘰𝘳 𝘪𝘯𝘧𝘭𝘢𝘵𝘪𝘰𝘯).

By 2022? That number hit 37.5%.

That's a 186% 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲.

The middle-income bracket didn't disappear downward.

It shifted upward.

Here's the uncomfortable truth the media ignores: doom and gloom pays the bills.

"Middle class shrinking" gets clicks.

"Americans are wealthier than ever" doesn't.

Now, I'm not saying everything is perfect.

Housing costs have outpaced income growth.

Healthcare is more expensive.

The wealth you've built requires different strategies than your parents needed.

But if you're reading this, there's a good chance you're part of that 37.5%.

You've climbed out of the middle class.

You've accumulated significant wealth.

And that creates a new problem.

You're brilliant at building wealth.

But managing it requires a completely different playbook.

The strategies that got you here won't optimize what you've built.

This is why you feel like a beginner 𝘥𝘦𝘴𝘱𝘪𝘵𝘦 professional mastery.

You've graduated to a new wealth tier.

But nobody gave you the operating manual.

That's the real knowledge gap.

Not how to make more money.

But how to architect, build, and run your wealth like the top 1% does.

Ready to start managing your wealth like the 1%?

Join me for my upcoming live workshop on Jan 7th.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

50% of your net worth in company stock isn't a strategy.

It's gambling.

And I see it constantly with tech executives and entrepreneurs.

They crush it building wealth.

Then they make mistake #2 from this list: keeping 50%+ in a single asset.

Here's why this is so dangerous:

Your income already depends on this company.

Your equity depends on this company.

Your career trajectory depends on this company.

That's not diversification.

That's concentration risk on steroids.

My rule of thumb is 𝘯𝘦𝘷𝘦𝘳 hold more than 10% in any single asset.

Not because I'm conservative.

Because I'm systematic.

Wealth preservation requires different rules than wealth creation.

Most people figure this out after a market correction.

Smart ones figure it out before.

If you're making more than two of these mistakes right now with your portfolio, I'd love to have you at my upcoming live workshop.

On December 17th, I'll be sharing how to architect your own Micro Family Office so you can protect and grow your wealth like the ultra-wealthy.

We've filled up our last two workshops so if you're interested, grab your spot now - we are ~75% full.

𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲:  https://dub.sh/mN0g8tK

You deal with corporate dysfunction 50 hours a week.

Don't let it infect your portfolio too - let me show you what I mean.

𝗠𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗯𝗼𝘀𝘀𝗲𝘀 𝘄𝗵𝗼 𝗱𝗼𝗻'𝘁 𝗰𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗲.
Your CPA doesn't talk to your financial advisor. Your attorney works in isolation. Your equity comp specialist has never met your estate planner.
Sound familiar? It's Lumbergh × 8.

𝗧𝗣𝗦 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗺𝗼𝗻𝗲𝘆.
Scattered account statements. Disconnected spreadsheets. No integration. No visibility.
You're making $500K+ but managing wealth like it's 1999.

𝗠𝗶𝘀𝘀𝗶𝗻𝗴 𝘁𝗵𝗲 𝗺𝗲𝗺𝗼 𝗼𝗻 𝘁𝗮𝘅 𝗱𝗲𝗮𝗱𝗹𝗶𝗻𝗲𝘀.
Proactive tax planning? Nope. You find out about opportunities after they've passed.
Costly mistakes that could've been prevented with a simple system.

𝗜𝗻𝗶𝘁𝗲𝗰𝗵-𝗹𝗲𝘃𝗲𝗹 𝗯𝘂𝗿𝗲𝗮𝘂𝗰𝗿𝗮𝗰𝘆 𝗳𝗿𝗼𝗺 "𝘄𝗲𝗮𝗹𝘁𝗵 𝗺𝗮𝗻𝗮𝗴𝗲𝗿𝘀."
"We'll get back to you next quarter."
"That's not really our focus."
"Have you talked to Bob about that?"
Meanwhile your equity concentration keeps growing and nobody has a plan.

Here's what drives me crazy:

You're brilliant at your job. You built serious wealth. You think systematically.

But your wealth management looks like a mid-2000s IT department.

🅧 No strategic plan.
🅧 No integrated operations.
🅧 No accountability.

𝘠𝘰𝘶 𝘸𝘰𝘶𝘭𝘥𝘯'𝘵 𝘵𝘰𝘭𝘦𝘳𝘢𝘵𝘦 𝘵𝘩𝘪𝘴 𝘥𝘺𝘴𝘧𝘶𝘯𝘤𝘵𝘪𝘰𝘯 𝘢𝘵 𝘸𝘰𝘳𝘬.
Why accept it for your million-dollar portfolio???

The ultra-wealthy figured this out decades ago. 

They run family offices.

☑ Strategic vision.
☑ Coordinated team.
☑ Clear accountability.
☑ Operational cadence.


But you don't need $100M and a full-time CFO to implement this.

You need the right Micro Family Office framework.

I'm hosting a free live workshop to walk through exactly how it works.

No corporate BS. Just a proven system.

As of typing this we have 26 motivated people signed up for our upcoming workshop.

𝗡𝗲𝘅𝘁 𝘄𝗼𝗿𝗸𝘀𝗵𝗼𝗽: Jan 7th

𝗔𝗽𝗽𝗹𝘆 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

The financial "dead zone" just got bigger.

It used to be $1M-$30M.

Now it's $1M-$50M.

Here's what changed:

Traditional wealth advisors are consolidating clients.

You're one of 363 relationships. 

They don't have time for your complex equity comp questions. 

They don't build custom tax strategies. 

They rebalance your 60/40 and call it a year.

Family offices? 

The barrier to entry keeps rising. 

First it was $30M minimum. 

Now most won't even talk to you under $50M.

So you're stuck in the middle.

Too complex for retail advisors. 

Too "small" for institutional solutions.

This is the Service Desert.

And it's exactly why I built my own Micro Family Office.

Because I needed: 
→ Systematic equity divestiture 
→ Tax-optimized portfolio structure
→ Private deal access 
→ Coordinated CPA/attorney/RIA team 
→ Monthly operating cadence

No wealth advisor was going to build or manage that for me. 

And no family office would take me seriously.

So I learned how Single Family Offices operate and built a lean, tech-powered version for my portfolio.

Now I run my wealth like a business. 

𝗜'𝗺 𝘁𝗵𝗲 𝗖𝗘𝗢, 𝗻𝗼𝘁 𝘁𝗵𝗲 𝗰𝗹𝗶𝗲𝗻𝘁.

If you're in the $1M-$50M range and feel like you're winging it—you probably are.

The traditional system wasn't built for you.

So build your own.

In a few days, I'm hosting a live workshop on how to architect your own Micro Family Office.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

CalTex Capital Group

At CalTex Capital Group, I don’t just invest in real estate—I help others build long-term wealth through strategic multifamily acquisitions.

My journey started in 2015 as a licensed real estate agent, specializing in multifamily sales. But after years of brokering deals, I realized something: the real opportunity wasn’t in selling properties—it was in owning them. That’s when I made the shift from broker to investor, focusing on acquiring and operating high-performing multifamily assets.

Fast forward to today:
🏢 700+ units and $100M+ in assets under management
📈 Proven track record of strong investor returns
🔎 A disciplined approach to finding value-add opportunities

At CalTex, I take a strategic and numbers-driven approach to investing—seeking out properties with untapped potential, executing value-add strategies, and ensuring every acquisition meets strict financial criteria. 

The goal? Consistent cash flow, long-term appreciation, and risk-adjusted returns for our investors.

I believe real estate is one of the most powerful tools for building generational wealth—but you don’t have to do it alone. If you’re looking for passive investment opportunities in multifamily real estate, let’s connect.

📩 DM me or visit CalTexCapitalGroup.com to learn more.

Founder & Principal

Multifamily Real Estate Investor

Multifamily Real Estate Investor and Syndicator 

Keller Williams Heritage

Since 2015, I’ve been dedicated to helping clients navigate the Texas real estate market with confidence and success.

At The Frias Elite Group, we specialize in Residential, Commercial, Investment, and Property Management, delivering expert guidance, strategic negotiations, and a results-driven approach.

🏡 Buying? We help you find the right property at the right price.
🏢 Selling? We position your property for maximum exposure and top-dollar offers.
📈 Investing? We identify opportunities that build long-term wealth.

Real estate isn’t just a transaction—it’s a major milestone. That’s why we go beyond the basics, ensuring a smooth, stress-free experience from start to finish.

Let’s make your next move a success.
📩 Reach out today and let’s talk strategy.

Co-Founder of The Frias Elite Group

KW Commercial

I specialize in multifamily investment sales, helping investors locate, acquire, and maximize opportunities across Texas and beyond.

From Austin, San Antonio, DFW, and Houston to markets across the U.S., I assist investors in navigating acquisitions, dispositions, and strategic growth in commercial real estate.

🔹 Looking to buy? I’ll help you source high-potential multifamily deals that align with your investment goals.
🔹 Selling an asset or portfolio? My team provides expert asset evaluations, market data, and strategic positioning to help you maximize value.
🔹 Need guidance? With experience in land acquisitions, development, and national multifamily transactions, I offer in-depth investment underwriting and financial analysis to support your long-term strategy.

At The Frias Elite Group, we don’t just broker deals—we help investors build, preserve, and grow generational wealth through real estate.

Ready to take your investment portfolio to the next level?
📩 Let’s connect and discuss your next move.

Multifamily Investment Advisor

In 2017, I joined KW Commercial under the mentorship of Todd Hess and the National Commercial Advisors (N.C.A.), where I specialized in multifamily investment sales.

At National Commercial Advisors, we believe that every investor—whether buying, selling, or developing—needs a team that understands their vision. Our expertise spans:

🔹 Multifamily Acquisitions & Dispositions – Helping investors build and scale their portfolios.
🔹 Investment Real Estate – From passive income strategies to hospitality, NNN, and urban development.
🔹 National Reach – With closed transactions in 39+ states and 45+ years of combined experience, we help clients identify strong-performing and emerging markets.
🔹 Retail & Tenant Representation – Assisted with national retail tenants, including Fred Loya Insurance, in lease negotiations, LOIs, and market expansion.

I’ve worked alongside investors to underwrite, evaluate, and secure high-performing assets across Texas and beyond—helping them start, expand, and optimize their investment portfolios.

After completing my mentorship with Todd Hess in early 2018, I returned to The Frias Elite Group as the Commercial Real Estate Advisor, continuing my mission to help investors maximize value and build long-term wealth.

📩 Looking to invest, sell, or grow your commercial real estate portfolio? Let’s connect.

Member of The National Commercial Advisors

Trading time for money?

I used to think that was the only way.

60-hour weeks.

Missing family dinners.

Constantly checking my watch.

Here's what nobody tells you:

Working more hours isn't the path to wealth.

Your money should work harder than you do.

I learned this the hard way as a real estate agent.

Until I discovered what the wealthy already knew:

Multifamily real estate investing changes everything.

Here's why:

Your wealth grows while you sleep

Your returns compound automatically

Your tax burden shrinks legally

Your investments stay stable 

The proof?

700+ units across Texas

22.63% rental income increase

50.35% boost in other revenue

But here's the best part:

You don't need to be a landlord

You don't need to manage properties

You don't need to sacrifice your time

You just need the right partner.

That's where CalTex Capital Group comes in.

We help professionals like you build wealth on autopilot.

Ready to invest like the 1%?

Three ways to start:

1. Grab my free ebook in my featured section

2. Schedule a strategy call

3. Join our exclusive investor network

What would you do with true passive income? 

PS: Struggling to break free from the time-for-money trap? Let's talk about it.

Luis Frias

Your apartment building shows 95% occupied.

But you're only collecting 89%.

That 6% gap?

It's silently destroying your returns.

As a passive investor, you don't chase tenants for rent.

But you absolutely feel it when occupied units aren't paying.

This is called economic vacancy.

And it's the silent killer of multifamily returns.

Here's what most LPs don't realize:

A building can look fully leased on paper while bleeding cash flow every single month.

Let me show you the real numbers.

On a 200-unit property with $1,250 average rent, every 1% you recapture in economic vacancy adds $30,000 in NOI.

At a 6.5% cap rate?

That's $460,000 in property value.

But here's the kicker.

Most operators aren't even tracking this properly.

Smart operators run a weekly economic vacancy playbook.

Weekly collections cadence.

24-48 hour emergency turns.

Time-bound concessions only.

Root cause maintenance fixes.

The result?

Steadier distributions, higher renewal rates, and significantly better exit values.

Your operator should provide detailed reporting showing economic occupancy, delinquency aging, concessions percentage, and turn times.

If they can't show you these numbers, they're not protecting your investment.

This is where 100-200 basis points of NOI often hides.

And where disciplined teams consistently outperform.

What's your experience been with economic vacancy in your multifamily investments?

Have you seen this gap between physical and economic occupancy in your deals?

PS: Want to see what proper reporting looks like?

Comment "OPS" below for a sample report that shows how top operators track these critical metrics.

Luis Frias, CAM

Turning Apartments Into Cash Flow Machines | $140M+ AUM | Founder @ CalTex Capital Group | Proud Husband & Father

You're chasing massive goals.

Six months later, you feel like you've made zero progress.

Your brain only sees the gap between where you are and where you want to be.

Here's the psychological trap:

Our minds are wired to notice what's missing.

Not what we've accomplished.

This creates a motivation death spiral.

But elite performers discovered something fascinating.

They track micro-victories daily.

Not because small wins don't matter.

Because small wins compound into massive transformations.

My rule is simple:

Three wins every night.

One work, one health, one family.

Work win: Ship one important task.

Send that follow-up email.

Complete that review.

Something that moves the needle forward.

Health win: Take a 10-minute walk.

Hit your water goal.

Get to bed on time.

Small actions that build your foundation.

Family win: Play catch with Max.

Have an unhurried dinner with Kiara.

Put the phone down and be present.

Moments that matter most.

Here's what happens neurologically:

When you log wins, you're literally rewiring your brain's pattern recognition.

Instead of scanning for problems, it starts scanning for progress.

Yesterday's wins:

Spent two screen-free hours reading actual books.

Coached my son Max on baseball fundamentals all weekend.

Completed two offers ready to submit today.

Three simple lines.

But they're building something powerful.

An identity of someone who wins daily.

Write three lines tonight: Work, Health, Family.

Keep it visible.

Streaks build identity.

Identity drives behavior.

What's one win you'll log tonight?

Drop your win in the comments—let's build this habit together.

Every "no" protects the "yes" that matters.

But most people get this backwards.

They think saying yes makes them successful.

When it's actually destroying their best opportunities.

Here's what I learned after burning out twice:

Your energy isn't unlimited.

Every weak "yes" steals from your family time.

And kills the work that actually compounds wealth.

Most people think boundaries are about being mean.

They're actually about being strategic.

Let me share the three rules that changed everything:

Rule #1: No agenda, no meeting

If someone can't tell me the purpose...

The 1-3 specific decisions we're making...

And who owns what by when...

It's an email, not a meeting.

Rule #2: No fit, no deal

Real taxes, real insurance, stress-tested DSCR, actual reserves.

If the numbers don't work on day one...

They won't magically work on day ninety.

Rule #3: No alignment, no partnership

Values, communication, incentives.

If any of these feel off, we pass fast.

Clean fees, simple waterfall, real co-investment.

Complexity is expensive.

But rules without systems fail.

Here's what actually sticks:

Sixty minutes daily, phone on Do Not Disturb.

Deep work happens in protected time, not leftover time.

Hard stop three nights a week for practice and dinner.

The real ROI isn't in your portfolio.

It's at your dinner table.

Decision filter: "Does this move our top three priorities?"

If not, it's either no, or not now.

Here's why this works:

Fewer low-value commitments means more focus on compounding work.

Less context switching means better decisions and calmer days.

More presence at home means the relationships that actually matter get your best energy.

Not your leftovers.

What's one thing you'll say no to this week so you can say a better yes?

Drop it in the comments - and if this helped you think differently about boundaries, hit that like button.

PS: Every no you master today protects the yes that builds your tomorrow.

Goals don't change behavior.

But identity does everything goals can't.

Here's what I discovered when I stopped chasing achievements.

I started becoming the person who already had them.

When I finally kept the promises I made to myself, everything shifted.

Health. Family. Business.

The problem isn't your goals.

It's that you're trying to achieve your way into a new identity.

Instead of acting like the person who already has those habits.

Goals set direction.

Identity sets behavior.

Think about it.

An investor who does homework before wiring money doesn't need willpower.

A leader who protects time blocks for work AND family doesn't negotiate with themselves.

A present parent with phone down at practice isn't fighting temptation.

They're just being who they are.

But here's the twist.

You don't wait to become that person.

You choose it today.

Pick one identity statement right now:

"I'm the kind of investor who does my homework before I wire."

"I'm the kind of leader who keeps my word on time blocks."

"I'm the kind of parent who is present—phone down."

Now make it real with three micro-promises today:

Health: 10-minute walk or lights out 30 minutes earlier.

Work: One focused block, no notifications, finish one needle-mover.

Family: 20 minutes undivided attention—no phone, full presence.

Small promises kept become bigger promises you can trust yourself with.

The person you want to become is one decision away.

Which identity are you choosing this week?

Drop your identity statement below—let's make this real.

What's the smallest promise you could make to yourself today that would prove your new identity?

Most real estate investors chase shiny renovations.

But here's what actually works:

Systems beat stardust every single time.

I just watched a 120-unit property in San Antonio prove something most investors get backwards.

While everyone's obsessing over granite countertops and pool renovations...

This asset delivered 15-18% NOI growth with just $220k in basic improvements.

Here's the uncomfortable truth:

Your residents don't care about your marble backsplash if their maintenance requests take a week to get answered.

Day zero looked rough.

91% occupancy.

Collections at 93%.

Average rent stuck at $1,210.

But instead of gutting units, they built systems.

Renewals started 90 days early with personalized offers.

Collections became a weekly rhythm with clear scripts.

Maintenance got a 48-hour SLA with actual follow-through.

The magic wasn't in the upgrades.

It was in the operations manual.

Twelve months later:

Economic occupancy jumped to 98%.

Renewal rates climbed from 62% to 76%.

Work orders that used to take 4 days now close in 2.

But here's the kicker...

They achieved 5.4% rent growth without chasing market peaks.

Just consistent, resident-first operations.

Your residents will pay more to stay somewhere that actually works.

Fast maintenance response boosted reviews.

Which drove organic lead flow.

Which cut marketing spend.

Small renewal increases plus small perks beat vacancy loss every time.

It's not sexy, but it's profitable.

Weekly collection reviews.

Vendor scorecards with response targets.

Turn standards that actually get followed.

Pricing aligned to real comps, not wishful thinking.

This isn't about being the fanciest property on the block.

It's about being the one that actually functions.

In 2026, when supply normalizes, operations will separate winners from losers.

PS: What's one operations system you wish your property had? Drop it below.

Most investors get screwed by waterfalls.

But here's the thing…

It's not about returns.

It's about how your dollars actually flow back to you.

If you're putting money into real estate deals, the waterfall structure is literally your financial safety net.

Most people obsess over projected returns.

12%, 15%, 18%…

But smart money focuses on one thing:

How dollars flow back when things get real.

Here's what actually protects your investment.

And what you should demand from every deal.

First—cumulative preferred return “pref” on unreturned capital.

This means if a period falls short, that unpaid preference doesn't disappear.

It accrues and gets paid later.

You don't get skipped.

Second—100% of operating cash flows to you until two benchmarks are met:

Your pref is current AND your contributed capital is fully returned.

Not one or the other.

Both.

Then and only then—a clean split.

After LP priority is satisfied, remaining profits get shared 70% to you, 30% to the general partner.

Here's what we absolutely don't do…

And what should make you run from any deal:

No GP distributions from operations before LPs are whole on both preferred return and capital.

No complex catch-up provisions during operations that benefit operators first.

No "clever" waterfall structures that require a PhD to audit.

This protects you three ways:

Priority on both income and principal.

Simple, transparent math you can follow in quarterly reports.

And alignment—operators only win big after you're made whole, not before.

Your four-point checklist:

Is the pref cumulative and calculated on unreturned capital?

Do LPs receive 100% of operating cash until pref is current AND capital is fully returned?

Are refinance and sale proceeds sequenced properly—capital back, then unpaid pref, then clear 70/30 split?

Are fees reasonable with meaningful GP co-investment on identical terms?

What's your biggest concern when evaluating real estate investment structures?

PS: DM or Comment "STRUCTURE" below if you want the one-page waterfall explainer. Because in real estate investing, structure isn't just important…it's everything.

Working on the weekend like usual. 

San Antonio site walk with investors. Deals do not sleep. Opportunity does not either. 

Great music, better conversations, and a cash flow game plan for 2026.

Today is Veterans Day, 

To every Veteran and military family, thank you.

Your courage and sacrifice protect the freedoms that let us work hard, build businesses, and provide for our families. 

We are blessed because of you.

We honor you today and every day. 🇺🇸

If you or a loved one served, share their name below so we can thank them.

#VeteransDay #ThankYouVeterans #Grateful #MilitaryFamilies #USA

You've got a live deal sitting in your inbox.

But here's the problem...

Most investors are flying blind.

Making million-dollar decisions on wishful thinking instead of defendable numbers.

Right now, you're staring at a deal.

Maybe it's multifamily in Texas.

Maybe it's your first big play or your tenth.

But here's what I know for certain...

You're about to make one of the most expensive mistakes in real estate.

You're going to guess.

You'll plug in some rent numbers that "feel right."

You'll estimate taxes from last year's data.

You'll hope your insurance quote is still valid.

And then you'll package this beautiful fiction and send it to your lender, your LPs, your partners.

Here's the brutal truth:

Every assumption you don't verify is money walking out the door.

That T-12 rent roll?

It's probably hiding deferred maintenance and phantom income.

Those operating expenses?

They're about to surprise you in year two.

That DSCR calculation?

It's built on quicksand.

But what if you could turn that noise into a weapon?

This is Deal ER.

We take your live deal and perform surgery on every assumption.

Clean T-12 analysis.

Real market rents.

Actual insurance quotes.

Year-one taxes at purchase price.

We stress test your DSCR under rate spikes and NOI drops.

We give you strike prices, walk-away numbers, and a package so tight your lender will think you're a pro.

First-time buyers get sharper bids.

Repeat investors move faster.

Brokers package offers with confidence.

LPs stop second-guessing sponsor models.

You get underwriting that accounts for reality, not hope.

Multi-scenario models that show you exactly where this deal breaks.

Stress tests that reveal what happens when rates jump 150 basis points or NOI drops 10%.

A lender-ready package with real DSCR numbers, actual sources and uses, and comparable sales that matter.

Plus investor one-pagers that tell the story your LPs need to hear.

Broker briefs with offer guidance and realistic timelines.

Optional market scans and day-one ops plans.

Clear go, adjust, or pass decisions with numbers you can defend today.

Book your Deal ER session now https://lnkd.in/ePrEA7Hs Or DM "UNDERWRITE" for details.

What's the biggest assumption you've made on a deal that came back to bite you?

PS: The difference between guessing and knowing is the difference between profit and pain. Stop flying blind on your next deal.

Lite Go or No Go: clarity in 24 to 72 hours

You have a live deal and need a fast, defensible answer for your buyer, your partners, or your lender. This light-lift review is for first small multifamily buyers, busy brokers packaging offers, LPs sanity checking a sponsor model, and owners testing a refi or sale in the Texas Triangle. The outcome is a clear go, adjust, or pass so you can move business forward.

What you get
• Two page memo that summarizes the deal, risks, and next steps
• Model with 3 key sensitivities that matter to lenders and LPs
• DSCR check at day one ≥ 1.25x plus a stress at +150 bps and −10% income
• Taxes and insurance validated at today’s quotes, not trailing averages
• CapEx scope with a 10 to 15% contingency and reserves at 3 to 6 months
• Submarket scan notes for rent levels and supply pressure
• Recommended strike price, terms, and a walk away number you can defend

Who we help and how this grows your business
• Buyers get faster bids and fewer wasted tours
• Brokers sharpen offer guidance and win confidence with clients
• LPs and family offices filter more deals with less time
• Owners and asset managers prep for lender calls with clean talking points

Want a deeper package after the lite review
We can build a lender pack in 3 to 5 days and full investor materials in 5 to 10 days, including a clean model with scenarios, comps, a feasibility memo, an LP one pager, and a concise deck.

Book a Lite Go or No Go: https://lnkd.in/ePrEA7Hs

Prefer messaging first? DM UNDERWRITE and I will send the link.

Why the current rent vs buy gap and steady rates matter for Texas apartments in 2026. 

If you are an LP or operator, this is worth a few minutes.

Link below. Tell me your biggest signal to watch.

View newsletter: The Multifamily Wealth Report

Open article: Texas Multifamily 2026: Why the Rent-vs-Buy Gap and Mid-6s Mortgage Rates Support Apartments by CalTex Capital Group • 3 min read

Texas Multifamily 2026: Why the Rent-vs-Buy Gap and Mid-6s Mortgage Rates Support Apartments

Friday check-in from the Apartment Association 🚗

We just mapped the 2026 game plan to make San Antonio even better.

Now back to the hunt. We toured and underwrote 700+ units this week!

Time to put multimillion dollar offers out on cash flow properties!

That is how this city keeps moving. 📈

Have a deal or want a second set of eyes
Book a quick Deal ER: https://lnkd.in/ePrEA7Hs

Let’s finish the week strong.

San Antonio multifamily deals are heating up.

But here's what Loopnet won't show you…

The best opportunities never hit the market.

While everyone's scrolling through the same listings, we're having coffee with the broker who knows about three off-market deals closing next month.

That's the difference between hunting and farming.

We live here.

We work here.

We know which property manager just took over that struggling 180-unit complex on the south side.

Here's how we actually source deals:

First - broker relationships aren't about Christmas cards.

We're not waiting for listings.

Regular check-ins, market reality discussions, and instant feedback loops.

This gets us first looks at opportunities.

Second - property managers are goldmines of intel.

They know which owners are tired of 4 AM maintenance calls.

They know which properties are bleeding cash on collections.

Third - we walk assets constantly.

That "not for sale" garden-style complex?

The owner might change their mind when you understand their actual pain points.

Here's what everyone's missing about San Antonio's setup for 2026:

The pricing reset is real.

We're buying significantly below 2021-2022 peaks while fundamentals strengthen.

Supply constraints are tightening just as demand stabilizes.

No more "luxury" projects flooding submarkets.

Existing inventory gets breathing room.

But here's the kicker...

The rent-versus-buy gap keeps widening.

Households stay renters longer.

Our Class B workforce housing near job centers?

That's durable demand.

What we're actually targeting:

80 to 250 units.

Garden-style.

1980s to 2000s vintage.

San Antonio MSA

Places where people actually work.

Day-one debt service coverage of 1.25x minimum.

Conservative rates.

Real insurance quotes.

No fairy tale underwriting.

Local knowledge beats algorithms every time.

Want to see our actual pipeline and partner in 2026? Book a call at calendly.com/luis-caltex or DM "ALAMO" for our 2026 buy box criteria.

PS: What's your best source for off-market deals? Drop it below.

Underwrite + Lender Pack in 3 to 5 days

Be lender ready, not lender hopeful. We take your live deal and turn the T12 and rent roll into a defendable package your lender can move on.

What you get
• Clean T12 and rent roll recast into a multi-scenario model
• DSCR across debt options with day-one ≥ 1.25×; stress tests at +150 bps and −10% income
• Taxes and insurance validated at today’s quotes
• CapEx scope with 10–15% contingency; reserves at 3+ months
• Submarket notes with rent comps and sales comps that back pricing and exit assumptions
• Lender-ready PDF summary: DSCR table, sources and uses, strike price and walk-away range, key risks and next steps

Get the Lender Pack: https://lnkd.in/ePrEA7Hs

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The Battle

Christopher Nelson

Luis Frias

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Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Christopher Nelson's LinkedIn Performance

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