Webinars

Regatta Apartments Launch Webinar

Join us for an exclusive webinar to explore The Regatta in San Antonio, driven by the city’s robust job market and rapid growth. Learn how our strategic renovation and service plans can enhance tenant satisfaction and boost revenue, offering you a prime investment opportunity.

Market Analysis with Donato Callahan

Discover the fundamentals of market analysis with Donato Callahan —  a real estate phenom who achieved an incredible feat by amassing $36M in real estate by the age of 24. Explore how to assess market trends, identify emerging opportunities, and adapt your investment strategies for success.

Maximizing Your

Retirement Wealth

with Amanda Holbrook

Join Amanda Holbrook, a Certified Self-Directed IRA Professional and discover strategies for investing in commercial real estate, optimizing tax savings, and maximizing your retirement funds.

Offering Webinar on  Briarwood Reserve

Phase 2

Discover the potential of Briarwood Reserve Phase II, our latest multifamily investment in Sioux Falls. Learn about the project’s strategic location, innovative design, and strong projected returns.

How to Offset Active Medical Income 

This webinar explores strategies for offsetting active medical income through the short-term rental tax strategy. We are hosting Gabe Virdaru, a CPA and real estate tax expert, and Rafa Loza, a highly experienced real estate developer in the short-term rental space.

This session will provide valuable strategies to help medical professionals reduce their tax liabilities and increase their wealth.

Boardwalk Inn Q&A Webinar

Watch our brief Q&A session where we address key investor questions about the Boardwalk Inn, a 16-room oceanfront hotel with potential for strong returns. This Q&A provides valuable insights into why the Boardwalk Inn could be a strong addition to your portfolio.

Discounted Roth Rollover

Learn investment and tax strategy saving options you didn’t know you had. Discover how discounted Roth rollovers can lead to significant tax savings, the process of setting up the right retirement account, how valuations are done, what they mean for your savings, and much more.

Boardwalk Inn Update

In this webinar, we talked about the latest plans for Boardwalk Inn, including upcoming remodeling projects and the addition of new beach access, enhancing the guest experience and increasing the property’s value. Join us to learn how cost segregation will maximize your tax savings.

Year-End Tax Hacks:

Strategies for the 2024 Tax Year

Discover effective year-end tax strategies tailored for high-income professionals, with a focus on real estate investment. This session covers actionable approaches like leveraging Real Estate Professional Status and the Augusta Rule to help reduce tax liabilities and build long-term wealth. Don’t miss out on essential insights to optimize your financial strategy before 2024 ends.

Crack the Code:

Winning Tax Strategies for 2024

Discover advanced tax-saving strategies tailored for high-income professionals, with an emphasis on real estate investment and creative financial approaches. This webinar covers essential topics like leveraging Real Estate Professional Status, the Augusta Rule, and Discounted Roth Rollovers to reduce tax liabilities and maximize wealth.

Tax Strategies You Didn’t Know You Needed

This webinar dives into strategies to transform your real estate investments into passive income, reduce your tax burden, and achieve financial freedom. Learn actionable insights on leveraging tax-saving strategies like 1031 Exchanges, the Augusta Rule, and Discounted Rollovers to grow your wealth and secure a work-optional future.

Offering Webinar on

Rise Preferred Equity Fund

Join us for an in-depth discussion on the Rise Preferred Equity Fund, a high-yield, short-term multifamily investment opportunity in the Phoenix MSA. In this webinar, we break down how Timberview Capital has secured executive-class terms for our network, giving investors access to premium returns at a reduced minimum investment of $50K.

Paving Company Acquisition & Roll-up Launch Webinar

Join us for an in-depth look at our Paving Company Acquisition and Roll-up investment opportunity, a high-growth acquisition opportunity designed to maximize investor returns. Learn how we’re acquiring and optimizing paving companies, leveraging economies of scale, and positioning for premium private equity exits. Discover how you can invest in this exclusive roll-up and unlock substantial cash flow and upside potential.

Omar Khan

Boardwalk Wealth

Dusten Hendrickson

Mailbox Money

Diversified Oil & Gas

Launch Webinar

In this exclusive webinar,  Mike Sullivan from Aspen Funds break down a high-yield oil and gas opportunity designed for long-term cash flow. This fund targets existing production with proven operators—delivering quarterly returns, tax advantages, and robust downside protection. Learn how this institutional-grade energy fund is now accessible to accredited investors at a reduced entry point.

Medical Office Roll Up Fund Series 1 Update Webinar

In this update webinar,  A.J. Peak walks through the latest progress on an exciting medical office building investment designed for accredited investors seeking predictable income, strong upside, and powerful tax advantages.

Marina Roll Up Fund

Launch Webinar

Discover how the Marina Fund offers a rare opportunity to invest in high-demand waterfront assets with strong cash flow, long-term rent stability, and significant upside. In this webinar, you’ll learn how Timberview Capital and New Haven Marinas are acquiring, improving, and institutionalizing marinas across the U.S.—a fragmented, underdeveloped asset class with growing demand and limited competition. 

Omar Khan

Boardwalk Wealth

Dusten Hendrickson

Mailbox Money

W-2 to Wealth:

Real Estate Strategies the Ultra-Rich Don’t Want You to Know

Learn how to build wealth and reduce taxes through real estate syndications, with strategies like discounted Roth rollovers, cost segregation, and short-term rental loopholes. This session also covers powerful tax tools to help you keep more of what you earn.

Medical Office Roll Up Fund Series 2 Launch Webinar

In this webinar, AJ Peak launches Series 2 of the Medical Office investment after a strong Series 1. Learn how long leases, strong tenants, and tax benefits create steady monthly cash flow with potential to double or triple your investment.

Sam Silverman

The Pave

Chris Wirthlin

The Pave

Gabriel Virdaru, CPA

Hall CPA PLLC

Rafael Loza

Knight & Reign Properties

Marina Fund Update Webinar

Discover how the Marina Fund continues to build a portfolio of high-demand waterfront assets with strong cash flow, long-term rent stability, and significant upside. In this update webinar, you’ll see the latest progress on acquiring, improving, and institutionalizing marinas across the U.S.—a fragmented, underdeveloped asset class with growing demand and limited competition.

Smart Investing Strategies:

Where, How, and What to Watch

Discover strategies for building wealth through real estate, reducing taxes, and protecting your legacy. This educational webinar covers everything from trusts and syndications to powerful tax strategies that high-income professionals can use today.

Ken Manesse

Kudo Capital

Sam Silverman

Kudo Capital

Gil Murillo

Kudo Capital

Medical Office Roll-Up Fund Update Webinar

Sam Silverman

The Pave

Chris Wirthlin

The Pave

Financial Mastery Essentials Educational Webinar

Learn how to cut taxes and grow wealth using real estate in this clear webinar. See how a discounted Roth rollover can lower tax today and keep future gains tax free. We also explain simple tools like cost segregation, bonus write offs, short term rentals, and the Augusta rule. Leave with easy steps and a Q and A to help you act with your CPA.

How to Make Your Money Work in Two Places at Once

Learn how to use whole life insurance to grow wealth in a simple way. This webinar shows how cash value can earn steady growth, how you can borrow from it for deals, and how your money can keep working while you invest. You will see how tax free growth, safety, and easy access to cash can help you build monthly cash flow and plan for retirement. We will talk about using this with real estate and other assets, basic asset protection, and how trusts can support family wealth. The session is for education only and includes a short Q and A.

Dr. Tyson Cobb

Timberview Capital

Ultra Luxury Short-Term Rental Development

This webinar provides a clear overview of an Ultra Luxury Short Term Rental Development in Joshua Tree, California, outlining why the market supports premium nightly rates, how limited supply of large amenity rich homes creates a compelling development opportunity, and how the investment is structured. The session covers projected preferred return tiers, use of capital, execution timeline, and exit strategies for accredited investors evaluating differentiated real estate investments.

Tim Bratz

Eastern Light Distillery Launch Webinar

Discover how you can invest in a B2B whiskey production and storage platform that generates recurring cash flow before bottles are sold. Learn about the revenue streams, tiered preferred returns, early-year tax benefits, and asset-backed security, and see how this opportunity could fit into your portfolio.

Gabriel Virdaru, CPA

Hall CPA PLLC

Rafael Loza

Knight & Reign Properties

Sam Silverman

Kudo Capital

Gil Murillo

Kudo Capital

Triple Net Lease Roll-Up Launch Webinar

Learn how this investment opportunity focuses on owning essential service real estate with long-term triple net leases designed to produce steady income and tax benefits. This webinar explains how grouping these properties into one fund may create stronger returns over time while limiting day-to-day risk. You will learn how early investors may receive higher preferred returns and how the strategy aims to grow value over a 3 to 5-year hold period.

Josh Conley

New Haven Marinas

Angela Durham

New Haven Marinas

Donato Callahan

Caleb Kilburn

 Cordell Lawrence

Tim Bratz

Triple Net Lease Roll-Up Update Webinar

Discover why this triple net lease roll-up opportunity may appeal to investors seeking predictable cash flow, strong tax advantages, and upside through portfolio scale, especially for those who get in early. Explore how the team is underwriting the deal, building the portfolio from the ground up, and positioning early investors for both income and enhanced long-term returns.

Rod Zabriskie

Donato Callahan

Ultra Luxury STR Development Update Webinar

Discover how this Joshua Tree development is already generating monthly cash flow, executing on an accelerated build-to-sell strategy, and offering a 16% preferred return for early investors—watch the full update to see how the deal is progressing in real time.

Tim Bratz

Industrial Triple Net Fund III Launch Webinar

Explore how Industrial Triple Net Fund III leverages sale-leaseback transactions and long-term triple net leases with operating businesses to generate predictable, contract-based cash flow and consistent income for investors.

Donato Callahan

Cottonwood Creek BTR Update Webinar

Watch the replay to hear directly from the sponsor behind this build-to-rent development, including the market opportunity, project timeline, projected returns, and what makes this their 7th BTR community.

Rafa Loza

Luis Fernandez

Why High Earners Lose Generational Wealth (and How to Fix It)

Learn how high-income investors use trusts, tax strategies, and alternative investments to help grow and protect generational wealth. This webinar shares simple ways to build long-term passive income, reduce taxes, and create a financial structure designed to preserve wealth for future generations.