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

Founder

Tech Careers and Money { }, a media and education company whose mission is to elevate Tech Professionals' finance knowledge through unmatched and unbiased education in career and personal finance to equip them to make their best decisions. 


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We just crossed 100 members in 𝗧𝗵𝗲 𝗠𝗶𝗰𝗿𝗼 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲 𝗔𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗼𝗿.

But here's what matters more than the number.

100 entrepreneurs, physicians, and tech professionals who stopped being clients and started being CEOs of their wealth.

Most wealth management sells you dependency. 
Hire us. Trust us. Let "us" handle it.

We teach the opposite.

You already run complex operations. 
You make million-dollar decisions. 
You manage teams and P&Ls.

The skills you used to build wealth? 𝘛𝘩𝘰𝘴𝘦 𝘴𝘢𝘮𝘦 𝘴𝘬𝘪𝘭𝘭𝘴 𝘮𝘢𝘯𝘢𝘨𝘦 𝘸𝘦𝘢𝘭𝘵𝘩.

You don't need someone to do it for you. You need the frameworks specific to wealth operations.

That's the shift these 100 families made.

They're learning:

- The Evergreen Portfolio Model.
- Structured Alpha Strategies.
- Asset Protection Strategies.
- Family Office Operations.
- The Deduction Stack. 
- The Income Pyramid.
- Entity Architecture.
- Tax Optimization. 
- Deal Evaluation.

Not theory. Actual implementation.

Same rigor you'd bring to building a product. 
Same systematic thinking you'd apply to scaling a business.

Just applied to the thing that ACTUALLY compounds over generations.

The difference between a client and a Portfolio CEO? 
Clients delegate and hope. 
Portfolio CEOs architect and operate.

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's what attendees from last month's 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 𝘴𝘢𝘺𝘪𝘯𝘨 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.
- 𝘔𝘢𝘶𝘳𝘪𝘤𝘪𝘰 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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Tech Careers & Money Talk

𝗪𝗮𝗻𝘁 𝘁𝗼 𝗮𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗲 𝘆𝗼𝘂𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗜𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲?💸

Join here 👉 techcareersandmoneytalk.com

Tweet Follow-up

Even Justin Welsh chimed in: https://twitter.com/thejustinwelsh/status/1628168298947919878?s=20

Post Follow Up

On the off chance you *do* want financial freedom — do these 11 things instead. 👇

- Ignore the above
- Buy back your time
- Start investing today
- Build a simple budget
- Learn personal finance
- Destroy credit card debt
- Work for equity AND salary
- Diversify w/ passive income
- Align your finances with goals
- Build a team of financial experts
- Join techcareersandmoneytalk.com

What did I miss?

50 - 50 Link

🧠 - Bonus Tip:  For Monday - Do A Brain Dump to Prevent Overwhelm 

Monday means mental overwhelm for Many. 

Objects in your head can be more stressful than they appear! 

Take piece of paper, 10 min and write down all the things you need to get done, work, life etc. 

Once you see them written down identify 3 things that have to get done today. 

Get to your base! 

TCMT Pod Page

𝗟𝗶𝘀𝘁𝗲𝗻 + 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗠𝘆 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 👇

🎧 Tech Careers & Money Talk 💸

www.podpage.com/tech-careers-and-money-talk-1/

TC&MN

Elevate your tech career and personal finance savvy.    

https://www.techcareersandmoneynews.com

Anti-Goals

Steal my Blueprint

Update Process

Actionable tips for growing your career, building wealth and living a life of impact. 
Always 3 minutes or less.

https://www.techcareersandmoneynews.com/

Find Rest 

🧠 - Bonus Tip:  Your Momentum is Fuel for your Mentors.  As your mentor sees you taking their input and iterating, they will be excited and want to participate more.  

Momentum breeds momentum.   

Hindi Video

Want all the details?   

Check out my origin story here on Audio : https://bit.ly/cnoriginstory

Watch it on YouTube! : https://youtu.be/7Hw-Y2hDtF8


From Equity to Exit 

Momentum for Mentors

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tech-careers-and-money-talk

careercadre

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

In 2012, I became a millionaire.

Three months later, I realized I had no idea what to do with the money.

I met with wealth advisors. Every single one gave me the same pitch:

"𝘎𝘪𝘷𝘦 𝘶𝘴 𝘺𝘰𝘶𝘳 𝘮𝘰𝘯𝘦𝘺. 𝘞𝘦'𝘭𝘭 𝘥𝘪𝘷𝘦𝘳𝘴𝘪𝘧𝘺 𝘪𝘵. 𝘛𝘳𝘶𝘴𝘵 𝘶𝘴."

- Zero customization. 
- Zero long-term strategy. 
- Just a cookie-cutter portfolio.

That's when I discovered the problem:

If you have $1M-$30M, you're stuck in what I call the financial service desert.

You're too wealthy for mass-market advisors.

But not wealthy enough for a traditional family office ($100M+ minimum).

So I spent years studying how ultra-wealthy families actually manage money.

And I built what I now call a 𝗠𝗶𝗰𝗿𝗼 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲.

The result after 4.5 years:
→ Portfolio generating $200K+ of annual cashflow
→ Principal still growing (not selling any assets)
→ 10 hours/week managing everything
→ Full control over every decision

Here's what most people get wrong:

They think wealth management is about picking stocks.

It's not. (This stuff comes last)

𝗜𝘁'𝘀 𝗮𝗯𝗼𝘂𝘁 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗮 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘁𝗵𝗮𝘁 𝗼𝗽𝗲𝗿𝗮𝘁𝗲𝘀 𝘄𝗶𝘁𝗵 𝗼𝗿 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘆𝗼𝘂.

Here are the four-phases of every Micro Family Office:

𝗔𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁 → Define your legacy and investment thesis
𝗕𝘂𝗶𝗹𝗱 → Create legal structures and assemble your team
𝗥𝘂𝗻 → Operate with monthly/quarterly rhythms
𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻 → Transfer systems, not just assets

Look... if you're sitting on $1M+ and still treating your portfolio like a savings account, you're leaving money on the table.

Want to build your own Micro Family Office?

I'm running a free 2-hour workshop where I'll walk you through building the foundation - your Legacy Statement and Investment Thesis.

Over 1,000 people have attended so far.

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.

Goldman Sachs just surveyed 245 families managing $1 billion+ portfolios.

Here's what they're doing while everyone else is paralyzed...

Despite big concerns, they're not sitting on cash.

They're executing.

The data tells a clear story:
→ 34%  are reducing cash positions
→ 39%  increasing private equity allocations
→ 38%  adding to their public equities
→ 26%  expanding private credit exposure

Here's what this actually means...

These families aren't reacting to headlines.

And the most important finding?

70% manage their investments in-house.

They're not outsourcing critical decisions to advisors.

They have clear investment theses.

They run quarterly reviews.

They make annual business plans for their portfolios.

This creates a playbook:
✓ Patient capital with decade+ time horizons
✓ Opportunistic deployment during dislocations
✓ Programmatic commitments regardless of sentiment
✓ Zero emotional reaction to geopolitical noise

The difference isn't wealth.

It's operational structure.

It's having systems that work when markets don't.

It's knowing what to do before you need to do it.

Most people with $1-30M don't have this.

They have... 
- Scattered accounts.
- Generic advice.
- No investment thesis.
- No operating rhythm.

The good news is this is fixable.

If you want to learn how to build these operational systems for your portfolio - the same frameworks these ultra-wealthy families use - I'm running a live workshop walking through the exact architecture.

Comment "WORKSHOP" and I'll send you the details.

Goldman Sachs surveyed 245 family offices managing $1B+ each.

Here's some takeaways from the data...

- 86% have AI exposure.
But here's what matters: 87% are also using AI to manage their portfolios. They're not just betting on the trend, they're operationalizing it in their own wealth mgmt.

- 72% are active in secondaries.
This isn't random. When there is liquidity pressure, family offices buy discounted assets. They have patient capital. No quarterly redemptions. No exit timelines forcing their hand.

- 33% now hold crypto (up from 26% in 2023).
Still a minority. Still selective but growing steadily. APAC shows the strongest interest - likely because they're most concerned about geopolitics (75%) and see digital assets as a hedge.

- 58% expect to be overweight tech in the next 12 months.
Despite market volatility. Despite valuation concerns. They're leaning INTO trends, not away from them.

Some regional differences...

- Americas: Highest PE allocation (25%) and increasing

- APAC: Most geopolitically concerned, highest crypto interest

- EMEA: New interest in hedge funds for sophisticated downside protection

If you want to learn how to build the operational structure these families use - adapted for $1-30M portfolios - I'm running a free workshop walking through the complete framework.

Tuesday, January 21st at 8:00pm ET.

Comment "WORKSHOP" and I'll send you the registration link.

Have over $10M in income? Your audit risk jumps to 8.8%. (𝟮𝟮𝘅 𝗮𝘃𝗴)

But here's what really caught my attention when I was digging through IRS data last week:

If you have over $20M in assets? 

𝗬𝗼𝘂𝗿 𝗮𝘂𝗱𝗶𝘁 𝗿𝗶𝘀𝗸 𝘀𝗸𝘆𝗿𝗼𝗰𝗸𝗲𝘁𝘀 𝘁𝗼 𝟭𝟴.𝟮%.

That's not a typo. Nearly 1 in 5 chance.

In 2024 alone there were $84.1 billion in penalties assessed.

Here's the thing most people don't realize:

The root cause of an IRS penalty often isn’t an error on your tax return.

It’s the byproduct of operating your wealth like a hobby, not a business.

- Improper entity structures. 
- Lack of documentation.
- Everything scattered.
- No routine systems.

𝗧𝗵𝗲 𝘂𝗹𝘁𝗿𝗮-𝘄𝗲𝗮𝗹𝘁𝗵𝘆 𝗱𝗼𝗻'𝘁 𝘄𝗶𝗻𝗴 𝗶𝘁.

They run Family Offices with clear governance, documented strategies, and institutional-grade documentation.

But you don't need $100M to operate this way.

You just need the right framework.

And that's exactly what a Micro Family Office does.

It gives you the structure, systems, and documentation that transform your wealth from a compliance risk into a well-run operation.

Because when you operate your wealth like a business, you're not just protecting yourself.

You're building something that actually scales and can be passed down.

Ready to get organized and stop flying blind?

Join my free live workshop on Feb. 4th at 8:00pm ET where I'll walk you through how to build 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.

You have to put $50,000 in one of these. Which are you picking?

Which of these metals do you think will have the biggest run up in 2026?

Real Estate Fund Manager | Simplifying Hands-Free Returns with Risk-Mitigated Real Estate Investments | Champion of Lifestyle Freedom for High-Income Professionals 🌴 Costa Rica

You’re successful on paper, but you want your capital working harder than your calendar.

You’re drawn to real estate for its stability and wealth-building power, but you have zero interest in tenants, toilets, or time-intensive management.

You value:
• Capital preservation
• Predictable cash flow
• Smarter diversification beyond public markets
• A clear path to work-optionality - not just more income

That’s where I come in.

I’ve spent 20+ years across multifamily real estate, private lending, and limited partnerships, first as an operator, then as an LP, and now as a fund manager.

After scaling my own income and managing a family multifamily portfolio, I learned a defining lesson:

Wealth isn’t about how much you earn.
It’s about how efficiently your capital works (and how well the downside is protected).

I founded Hylee Capital, a private investment firm helping high-income professionals access vetted, institutionally-backed real estate and alternative investments designed for:

• Hands-free cash flow
• Risk-mitigated growth
• Long-term capital preservation
• Strategic diversification outside the public markets

I review dozens of private investments each year and only advance a small handful that meet my underwriting standards.

I focus on stacking durable, well-underwritten deals over time (not chasing yield or headlines).

Today, my family and I live in coastal Costa Rica, prioritizing time, flexibility, and presence with our three young children.

That lifestyle wasn’t accidental. It was built through disciplined investing.

What I Offer

• Access to top-tier private real estate and alternative investments in prime U.S. markets
• A clear, transparent framework for building hands-off income and long-term wealth
• Direct insight from my experience as both an LP and a fund manager

If you’re a high-income professional who wants your money working harder (without taking on unnecessary risk or another job) we should connect.

FAQs

Do I have to be accredited to invest with you?
Occasionally, we offer limited 506(b) opportunities for non-accredited investors. Most offerings are reserved for accredited investors.

How can I learn more about current or upcoming opportunities?
In compliance with SEC regulations, we don’t publicly list active offerings. The best way to connect is via LinkedIn DM or email at sarah@hyleecapital.com

.

Causes We Support
God Behind Bars
Philippians 4:6–7

Sarah Miskelly

I wasted my 20s chasing IRRs and brag-worthy metrics.

At 36, I finally realized what matters.

If you're in your 30s or 40s, wondering if you're behind, read this carefully.

Real estate investing isn’t about flexing 5x returns from a bull market.

It’s about risk-mitigating capital, creating work-optionality, and sleeping well at night.

Here’s what top-tier professionals understand that the masses miss.

8 principles of risk-mitigated, hands-off investing:

1. Capital preservation comes first

We stress-test the downside like our reputations depend on it (because they do). 

2. Experienced operators only

We partner with people who’ve been through the fire. We’re not funding someone’s learning curve.

3. Diversification with intention

Not for optics, but resilience. This is how you protect your portfolio in any market cycle.

4. Incentives built for trust

80%+ of our upside is tied to LP's success. If they lose, we lose. That’s how it should be.

5. No deal FOMO

 We’d rather pass on a maybe than gamble with investor capital.

6. Tax benefits are non-negotiable

If your investments aren’t working as hard as you do at tax time, you're leaving money on the table.

7. Simplicity wins

Our investors are busy running companies, saving lives, or managing high-performance teams. We don’t add complexity for complexity’s sake.

8, Transparency is the standard

No black box reporting. No disappearing act after the raise.

This isn’t about ego.

It’s about earning trust, risk-mitigating wealth, and creating work-optionality.

Not a $10M bro’d out fund.
Just a quiet, consistent one that performs.


If that sounds like the kind of real estate investing you want more of, the link’s here when you’re ready: https://lnkd.in/dgEmx6t5

Last year, I made multi-six figures.

Not the most I’ve ever made —
But definitely the most impact I’ve ever had.

Because this time, the money didn’t just come from grinding.
 It came from helping others stop grinding too.

See, I used to be in the hustle:
Real estate sales. 
$400K+ a year. 
No days off.

Or time for my family, freedom or peace of mind. 

Then I shifted.
Started investing, not just selling.

Then I started fund management -
Helping other high-income professionals create hands-off income too.

Now I live in a beach town in Costa Rica with my 3 kids.
And every week, I get messages like:

→ “This is the first income stream I don’t have to manage.”
 → “My Q4 returns beat my stock portfolio, with less stress.”
 → “For once, I’m earning without sacrificing time or headspace.”

That’s the real win.
Here’s how I help clients invest hands-off:

1. We find risk-mitigated, high-performing real estate deals
2. You invest passively—no landlord headaches, no extra work
3. Your money works while you focus on life, family, or business

I handle the rest - with full transparency and expert partners.

If you’re earning well (but your wealth isn’t working for you)
Let’s fix that.


P.S. Our newest acquisition is in Houston: a 376-unit Class B+ asset with strong cash flow, value-add upside, and prime location near a $1.8B AI facility bringing 3,000+ new jobs. 

 → 19.4% average annual return
 → 6.0% average cash-on-cash

If you want in before we close, DM “HOUSTON” and I’ll send you the details.

I looked at a lot of multifamily deals in 2025.
If I were allocating $100K in January, this is the framework I’d use:

Everyone wants the flashiest deal.
 The best ones usually look… boring.

Here’s why we partnered on this Houston Class A multifamily deal:

What I prioritize when underwriting:
1. Teams that have already survived hard markets
2. Assumptions that don’t require perfection to work

Too many deals rely on:
 • aggressive rent growth
 • perfect execution
 • “if everything goes right” math

That’s not investing. That’s hoping.

What stood out here:

1. The Team

$800M+ Texas multifamily portfolio
0 capital calls
0 investor losses
Vertically integrated operations
Multiple nearby assets already operating

They’re not learning the market.
 They are the market.

2. Conservative Execution

Purchased below replacement cost
Seller driven by loan maturity, not distress
73% breakeven occupancy
NOI growth from expense efficiencies, not rent stretch

No hero moves required.

3. Houston

#1 U.S. metro for population + job growth
0 new units under construction within 3 miles
Class A asset in a supply-constrained submarket

This isn’t a “Houston bet.”
 It’s a basis + timing + execution bet.

The result:
• ~19.4% annualized returns
 • ~5.5% average cash flow
 • ~1.97x equity multiple
 • Monthly distributions
 • Long-term, fixed-rate debt

Not because we stretched assumptions.
 Because we didn’t.

If you want to see how the returns are driven, where the risks sit, and why this point in the cycle matters for Houston —

Jan 22 | Live investor Q&A
Comment HOUSTON or DM me and I’ll send details.

pov: you stopped spending 10+ hrs chasing the highest-return deals and started building a $10M+ fund focused on the highest‑quality partnerships.

not long ago, 90% of my time was spent looking for the shiniest returns.

the most impressive IRRs.
the deals that looked best on paper.

today, 90% of my focus is elsewhere.

it’s building a portfolio that holds up when the market doesn’t.

it’s helping people get educated on something that once felt completely foreign.

i’m not chasing hype.
(seen that go wrong)

i’m not making things complex to sound sophisticated.
and i’m definitely not here to roll the dice with someone else’s future.

here’s what i’m committed to:

→ partnering with operators who’ve already made the mistakes and learned from them
→ diversifying with intention, not for optics
→ staying laser‑focused on each investor’s goals
→ making transparency the default

and most importantly,
stress testing the downside like my reputation depends on it.
(because it does)

this is what matters.

not building the most “bro’d out” $10B AUM fund.
but building one that performs quietly and consistently.

because this isn’t about chasing unicorn returns.
it’s about building portfolios that let people sleep at night.

if that sounds like the kind of real estate investing you want more of,
the link’s here when you’re ready: https://lnkd.in/dgEmx6t5

The best deals don’t show up when markets are hot.

They show up when pricing resets.

We just opened a Class A multifamily opportunity in Northwest Houston.

It’s a 376-unit property in one of the metro’s strongest absorption submarkets — and it’s coming to market for a simple reason:

Timing.
The seller has a loan maturing and needs liquidity.

 Not because the property is struggling.
 Not because demand is weak.

That creates an entry point that usually isn’t available in late-cycle markets.

The plan here is intentionally boring (in the best way):

• In-place cash flow from day one
• Conservative, fixed-rate debt
• Upside driven by execution and operating scale
• No aggressive rent growth assumptions

Houston continues to lead the country in population and job growth, and this pocket has remained one of the most resilient as new supply slows.

This is the kind of deal that shows up when markets normalize 
(not when they’re overheated).

We’re partnering with LSCRE on this acquisition.

Open to accredited investors.

If you want the overview, comment “DETAILS” or send me a message.

Most real estate deals look great on a spreadsheet.

Very few still work without perfect timing and perfect execution.

That’s the filter I use before I ever look at upside.

Here’s why a Houston Class A multifamily deal I’m reviewing stands out:

1. Bought at a discount due to seller liquidity and loan maturity (not operational distress)
2. Located in the Number 1 Houston submarket for renter demand, with no new supply coming online nearby
3. Conservative, fixed-rate debt that doesn’t rely on a refinance to make the numbers work
4. A low ~70% breakeven occupancy, so cash flow isn’t dependent on everything going right
5. An operator with a long track record and no investor capital losses or capital calls

This isn’t a deal built on aggressive rent growth or best-case scenarios.
 It’s built to hold up in normal, imperfect markets.

I’m hosting a live investor Q&A to walk through:

 – How the underwriting holds up without rosy assumptions
 – Where the real risks are (and how they’re mitigated)
 – Who this type of investment actually makes sense for

If protecting capital matters more to you than chasing the flashiest IRR, this will be worth your time.

→ Comment “Q&A” and I’ll send the invite
 (or DM me and I’ll share the details)

PS: Opportunities like this tend to move very quickly. If you’re sitting on capital and waiting for a disciplined, risk-aware place to deploy, this is one to understand before it closes.

pov: you stopped chasing flashy IRRs
and started building real wealth with solid, well-structured deals.

Not long ago, most investors I spoke with were spending hours:

• dissecting pitch decks
• debating the perfect market
• scrolling for the “best deal this cycle”
• stressing over whether returns were good enough

Trying to optimize for upside
instead of protecting the downside.

Today, the focus looks very different.

I spend 10% of my time on the story,
and 90% on the structure.

The boring stuff that actually compounds:

• basis
• submarket demand
• debt terms
• breakeven occupancy
• operating leverage

That’s exactly why Preserve at Copper Springs caught my attention.

Not because it’s flashy.
Because it works without perfect assumptions.

• Bought at a discount due to seller liquidity (not distress)
• Located in Houston’s # 1 absorption submarket with zero new supply nearby
• Fixed-rate agency debt with full-term IO
• ~73% breakeven occupancy
• NOI growth driven by expense efficiencies, not rent heroics

This is what disciplined capital looks like in 2026.

I spent the last week breaking down why this deal works,
(and more importantly, why most deals don’t once you remove optimism).

If you’re tired of guessing
or chasing whatever looks best on a spreadsheet…

We’re hosting a live investor walkthrough + Q&A.
We'll clearly lay out the underwriting, structure, and risks.

Join us live:
→ https://lnkd.in/e8zpAuiq


PS: What’s the most time-consuming part of evaluating deals for you right now?
Returns? Risk? Market selection? Debt terms?

Thinking about investing in multifamily in 2026?

PLEASE do this first:

1. Stop asking what the IRR is.
Start asking who’s actually operating the asset.

2. Look for replication over reinvention.
The strongest deals work because they’ve already been done before.

3. Assume nothing goes perfectly.
Then see if the deal still works.

Most investors never do this.

- They focus on market cycles.
- They focus on asset class.
 - They focus on returns on a spreadsheet.

In practice, outcomes are driven by operator strength, not the asset alone.

That’s exactly why our current 376-unit Class A Houston asset stands out.

Plenty of deals look like this on paper, what makes this one different is execution.

Here’s what that looks like:

1. This is a repeat play

The operator already owns and runs their best-performing asset less than 1 mile away.

(Same team, renter base, operational systems)
Exactly how you reduce risk before closing.

2. NOI growth here is driven by operational control, not hopeful assumptions.

 The business plan doesn’t rely on aggressive rent growth.

It relies on:
 • In-house labor
 • Shared staffing across nearby assets
 • Proven expense reductions already implemented elsewhere

(Translation: margins expand even in flat rent environments)

3. A basis that absorbs mistakes

We acquired at a $2.5M discount due to seller liquidity, not asset issues.

- Below replacement cost.
- Zero new supply nearby.
 - 73% breakeven occupancy.

(Downside protection by design)

This deal doesn't replace diversification -
I still allocate across industrial, energy, BTR, and multifamily.

But the rule never changes:
Strong operators create predictable income, weak operators create surprises.

That’s the real filter behind every deal I bring forward.

P.S. If you want to see how this one was underwritten, DM me HOUSTON and I’ll send the materials.

Just had 3 calls with investors this week.
Every one of them said the same thing:

“I’m not chasing IRR anymore - I just don’t want to lose money.”

If that’s where your head’s at for 2026, this is worth your time:

We’re breaking down one of the few A-Class multifamily deals in Houston that actually makes sense right now: 

→ Discounted price (not distressed, just great timing)
→ Fixed-rate debt, full-term interest only
→ Breakeven occupancy in the low 70s
→ From a $800M+ operator with zero capital calls

I’m hosting a live walkthrough with the operator LSCRE this Thursday, Jan 22 @ 4:30 PM EST.

This is where we explain why the opportunity exists and how the downside is structured.

Want to see the numbers and ask questions directly?

Here’s the link to register: https://lnkd.in/e8zpAuiq

P.S. Deals like this don’t sit around. If you’re holding capital and waiting for a risk-mitigated opportunity to deploy in Q1, this is it.

This is the number 1 sign your career success isn’t enough anymore.

I’ve been watching it play out for 2 years now.

Every time someone tells me they’re successful but stuck, it’s the same pattern:

They’ve hit their income goals...
But they’re time-poor.
Geographically stuck.

And unsure what to do with the money that been piling up in their bank account.

Let me explain:
Success in your career doesn't equal freedom or peace of mind.

But here’s what does:

1. Living where you want (we chose Costa Rica)
2. Building a portfolio that helps work in the background
3. Still doing your best work (from anywhere)

Here’s what that looks like for us:

• Sunrise surf sessions most mornings
• Walks to the market for fresh produce
• Sunset swims on Wednesdays with the kids
• Lazy Saturdays... and deal reviews from my laptop

Real estate income helps cover essentials.

This is what happens when your capital works for you.

(And no, you don’t have to burn it all down)
You just need better access.

And a strategy that actually supports the life you say you want.


I'm hosting a private masterclass breaking down how I’m investing in today’s market, and how high-income professionals are using institutional-grade real estate to buy back time.

Grab your spot here: https://lnkd.in/dgEmx6t5

Repost ♻️ if you’re building toward work-optionality (not just more income)

I spent the last 90 days stress-testing multifamily deals.

Here’s what actually works in this part of the cycle (if you care more about protecting capital than chasing flashy IRRs):

Everyone’s talking about timing the market.
I see something different.

Pricing has reset.
Confidence hasn’t caught up yet.

That’s where the best deals tend to live.

We’ve reviewed dozens of opportunities recently.
(Most fell apart once you removed perfect assumptions)

But there are 3 core elements that made our current 376-unit Houston property stand out:

1. Basis before everything

• Bought below replacement cost
 • $2.5M discount driven by seller liquidity (not distress)
 • Located in Houston’s #1 submarket for absorption
 • Zero new units under construction nearby

When the basis works, you don’t need hero assumptions.

2. Underwriting that still works when things go wrong

• ~73% breakeven occupancy
 • Long-term, fixed-rate agency debt
 • Conservative rent growth assumptions
 • Expense savings already proven across the sponsor’s nearby assets

This deal works without assuming perfect execution or perfect timing.
That’s the point.

3. Operators with real operating leverage
(This isn’t theoretical upside)

• Vertically integrated management
 • 1,400+ units already operated nearby
 • Proven cost savings (maintenance, trash, bulk Wi-Fi)
 • Track record of maintaining 95%+ occupancy at sister properties

Operational depth matters more than projections right now.

Most deals look good on a spreadsheet.
Very few still work once you remove optimism.

This isn’t about chasing the top. It’s about entering at the right base.

If you’re someone who prioritizes downside protection over hype, this is exactly the type of deal worth studying.


P.S. We hosted a packed private live Q&A yesterday walking through how this deal was structured: basis, debt, and downside protection

(it was one of the most tactical investor walk-throughs we’ve done) 
DM me REPLAY and I'll send it over.

P.P.S. What’s your non-negotiable in a deal right now?

keep it boring, that’s where the money usually is ;)

This is the exact deal-screening system I’m using in 2026.

It helped me avoid capital calls and weak downside structures in 2025
(so I’m using it again).

If you invest in private deals, this is worth saving.

The 9-Step Deal Filter:

1. Start with why the deal exists (seller pressure vs. blue-sky underwriting)
2. Check the sponsor’s record in bad markets, not just good ones
3. Underwrite returns assuming no rent growth
4. Stress test exit caps and interest rates
5. Look for real operating leverage, not cosmetic value-add
6. Confirm debt protects early cash flow
7. Validate submarket demand and near-term supply
8. Review downside before upside
9. Only then… look at returns

→ Then repeat from step 1.
The entire risk-mitigated investment process is right there.

Want me to walk through this with you using a live deal? Let’s do it.

On January 22 I’m going LIVE for ~45 minutes breaking down exactly how this framework applies to a Class A Houston multifamily opportunity we’re currently raising on —
(including what drives returns and how the downside is protected)

Grab your spot here: https://lnkd.in/e-QgxwCF

We’ll be covering every step in plain language with real underwriting logic.

P.S. Which one of these 9 is hardest for you to get comfortable with?

[Pictured me and John T Chang, Chief Intelligence & Analytics Officer at Marcus & Millichap. Conversations like this are why I stay disciplined about data > hype]

Most investors wait for the market to feel safe.
The best entry points come after pricing resets (before confidence does)

Join me, Craig McGrouther and Sam Morris from LSCRE as we host a live walkthrough and Q&A on our newest Houston Class A multifamily acquisition Preserve at Copper Springs and why this point in the cycle is quietly creating some of the most compelling entry points we’ve seen in years for disciplined capital.

Houston continues to stand out:
 • Projected Number 1 U.S. metro for job growth and population growth
 • Durable renter demand across diversified industries
 • Strong long-term fundamentals

What’s changed is pricing.

1. New deliveries have slowed materially. 
2. Loan maturities are forcing sellers to transact. 
3. High-quality assets are finally available at bases that simply weren’t accessible a few years ago.

This deal reflects that setup:
 • Acquired at a $2.5M discount due to seller liquidity (not distress)
 • Long-term, fixed-rate agency debt to protect cash flow
 • Conservative underwriting from an operator with zero investor losses or capital calls across an $800M+ Texas portfolio
 • Deep local scale with 5,500+ units and multiple assets nearby, creating real operational leverage

No aggressive rent growth assumptions.
No heroics.

Just disciplined structure and execution.

In this live Q&A, we’ll walk through:

 • Why this phase of the cycle matters
 • How downside is evaluated and protected
 • Why local scale and operator depth matter more than projections
 • What makes this opportunity available now

📅 January 22nd, 2026
⏰ 4:30 PM EST / 5:30 PM CST
→ Register here: https://lnkd.in/e-QgxwCF

This is an educational walkthrough — designed to explain why this opportunity exists now and how disciplined capital is being deployed in this phase of the cycle.

View event: LIVE Q&A: Preserve at Copper Springs | Houston Multifamily

LIVE Q&A: Preserve at Copper Springs | Houston Multifamily

The number 1 reason high-income professionals stay stuck in the grind.

They chase bigger paychecks instead of building real wealth.

They:
– Wait for the 'perfect time' to invest
– Try to save their way to freedom
– Micromanage rentals for so-called 'passive' income

The result... 
More work, stress, and no leverage.

Here’s what I did differently:

1. Prioritized hands-off income by leveraging earned income
2. Partnered with elite operators in high-growth markets
3. Leveraged tax strategies to keep more and pay less
4. Stopped chasing deals + started compounding wealth
5. Bought back my time to focus on what matters

Wealth isn’t earned, it’s systematically built.

Want the blueprint? This private masterclass will show you how → https://lnkd.in/dgEmx6t5

Open article: Private Masterclass by hyleecapital.com

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