Partner with Real
Benefits of Partnering with Us

Grow with Us
Build Your Sphere of Influence
Expand Your Network
Leverage Local Expertise
Our valuable Channel Partners play integral roles in bringing reliability and value to our clients and our investment firm.
Discover how a partnership can benefit your business!
CPAs
(Certified Public Accountants)
Family Office
Managers
Wealth Managers /
Investment Advisors
Real Estate Brokers
Title Companies
Contractors /
Builders
Bankers
Mortgage Lenders
Discover how a partnership can benefit your business!
CPA (Certified Public Accountant)
Access to a constant flow of clients involved in real estate transactions and investments
Opportunities to provide real estate tax planning and advisory services
Access to a pool of prospective clients through mutual referrals
These services include
Tax advisory
and compliance
Transaction
support
Valuation
Strategic
consulting
Specific benefits for CPAs

Family Office Manager
Expanding and diversifying your investment portfolio with cash flow and appreciation
Access to real estate deals that have been thoroughly vetted and verified in due diligence

Opportunities for co-investment with shared interests
Specific benefits for Family Office Managers

opportunities
Wealth Manager / Investment Advisor
Offer clients alternative investment opportunities beyond traditional assets
Access verified real estate deals with the potential for increased returns
Broaden and strengthen client portfolios with deals that are typically inaccessible to individual investors
Specific benefits for Wealth Managers/Investment Advisors

Real Estate Broker
A steady flow of potential buyers and investors
The opportunity to earn commissions on larger property sales and investments
Exclusive off-market deals and development projects
Specific benefits for Real Estate Broker

Title Company
Handling our title and closing services
for development projects
Developing long-term business
relationships and a pipeline for referrals
Specific benefits for Title Company

Contractor / Builder
Opportunities to be awarded construction contracts for our ongoing development projects
Continuous access to potential projects and consistent work
Potential for repeat business and long-term relationships
Specific benefits for Contractors/Builders:

Banker
Providing financial assistance for development projects and investments
Accessing a steady stream of loan origination and banking business
Cross-selling and developing long-term business relationships
Specific benefits for Bankers

Mortgage Lender
Mortgage financing for property sales and investments

Access to potential borrowers and business
Long-term business relationships and referrals
Specific benefits for Mortgage Lenders
