Investing for Generational Wealth

Most families think avoiding money conversations keeps the peace. Jeffrey Condren says it's actually what tears them apart.In this episode, Jeffrey Condren, CFP® and Senior Vice President & Wealth Advisor at Mesirow Wealth Management, breaks down why the families that fight smarter about money are the ones that keep it across generations. With 20 years of experience advising families through market cycles, business transitions, and the messy stuff nobody wants to talk about at the dinner table, Jeff has seen firsthand what happens when wealth conversations get swept under the rug. Spoiler: it never ends well.We cover:Why "healthy conflict" isn't an oxymoron when it comes to family wealthThe real reason founders are terrified to hand over the business (and why their kids feel like they'll never be trusted)-Fair vs. equal: the hardest conversation parents will ever have with their kids-How to talk to your children about money at every age, yes, even with a $20 bill and a stuffed animal-Trust structures, governance, and when winging it as a family stops working-The financial literacy gaps hiding in plain sight in affluent households-When a wealth advisor knows it's time to step aside and bring in a therapist-Tax strategies that quietly create family tension nobody saw coming-What it actually looks like when a generational transition goes rightJeff's core message is simple: clarity prevents conflict. The families who normalize tough conversations early don't just preserve wealth. They strengthen it.🔗 Learn more about Jeffrey and his team at mesirow.comThis is Investing for Generational Wealth, presented by Clive Capital. We help high-earning professionals invest outside the stock market through alternative investments like real estate, oil & gas, private credit, and more.Disclaimer: We are not financial advisors. All investments carry risk. Please consult your CPA and attorney before making any investment decisions.Don't forget to like, subscribe, and hit the notification bell so you never miss an episode.

🚀 Your 401(k) can do way more than stocks and mutual funds.Henry Yoshida, CEO of Rocket Dollar, former Merrill Lynch veteran, and founder of Honest Dollar (acquired by Goldman Sachs), reveals how to unlock your retirement accounts for private investments like real estate, oil & gas, and more. In this episode:Why 83% of $100M+ revenue companies are privately heldHow self-directed IRAs and solo 401(k)s workThe barbell strategy for tax-smart investingWhy six deals at $50K beats one deal at $375KWhat UBIT actually means for your returnsHow to plan early retirement drawdowns before 59½💡 Bottom line: stop chasing stock picks. Focus on what you can control.Connect with Henry:https://www.rocketdollar.com Instagram: @FitFinanceHenryLearn more about Clive Capital: https://www.clivecapital.com⚠️ Not financial advice. All investments carry risk. Consult your CPA and attorney before investing#SelfDirectedIRA #PrivateInvesting #AlternativeInvestments #RetirementPlanning #401k #RocketDollar #CliveCapital #GenerationalWealth #PassiveIncome

Your CPA files what happened. They don't plan what could happen. And that difference is costing you wealth.In this episode, Mike Milligan, CFP® and founder of One Oak Financial, breaks down 6 tax strategies every entrepreneur should be using right now. Mike doesn't just teach this stuff, he lives it. He moved his family to Puerto Rico and dropped his effective tax rate from 37% to 4%. His 28 year old son has a million dollar Roth IRA. His 24 year old has $600K. All tax free. All from strategies he used in his own business.We cover S-Corp structuring, the Augusta Rule, accelerated depreciation, family payroll, solo 401(k)s, and geographic arbitrage. If you're a high earner still overpaying in taxes, this episode is your wake up call.Connect with Mike Milligan: mikemilligan.comConnect with Clive Capital: clivecapital.comDISCLAIMER: This episode is for educational purposes only. We are not financial advisors. All investments are subject to risk including the possible loss of principal. Please consult your CPA and attorney before making any financial decisions.#TaxStrategy #Entrepreneurship #WealthBuilding

Are you unknowingly losing thousands in hidden 401k fees? Forensic 401k consultant Paul Sippel exposes how businesses are being charged excessive fees that come directly out of employee accounts, without ever receiving an invoice. You'll hear shocking stories, including one company that unknowingly paid a dead advisor for nearly a decade.Paul breaks down how to investigate your plan's fees, negotiate with providers, and structure your 401k to maximize tax deductions while eliminating unnecessary costs. Whether you're a startup founder or running an established firm, this episode will change how you think about retirement benefits. Learn more at paulsippil.com.Reach Paul:Website: https://www.paulsippil.com/Youtube: @paulsippil #401k #RetirementPlanning #TaxDeductions #HiddenFees #EmployeeBenefits #WealthBuilding

Ever wondered what hidden fees and legal traps could be quietly eroding your returns in real estate syndications? In this episode, we sit down with Richard Crouch, a commercial real estate attorney with over two decades of experience and chair of the business group at Woods Rogers, to uncover what most investors overlook before wiring their money.Richard breaks down the critical clauses you need to scrutinize in operating agreements and PPMs, from waterfall distributions and fee disclosures to manager removal provisions and exit strategies. He shares real examples of investors being "held captive" in underperforming deals and explains why the absence of certain protective language should be a major red flag.Whether you're evaluating your first syndication or your tenth, this conversation will sharpen your due diligence process and help you ask the right questions before committing capital. Learn what separates reputable sponsors from the rest and how to protect yourself when deals don't go as planned.Contact Richard Crouch:📧 richard.crouch@woodsrogers.com📞 757-446-8684🌐 www.woodsrogers.com

Is mobile home park investing really recession-proof?In this webinar, Jack Martin, co-founder of 52TEN, breaks down why mobile home parks are considered one of the most resilient real estate asset classes—especially during economic uncertainty.With experience across $450M+ in real estate transactions, 1,600 lots across 4 states, and $55M+ in private investor capital, Jack shares the real-world strategies that help investors generate steady income across market cycles.What You’ll Learn:- Why mobile home parks are widely viewed as recession-resistant- How this asset class produces consistent cash flow in any market- Key risk-mitigation strategies used by professional operatorsWhat makes mobile home parks different from other real estate investmentsAbout Jack Martin:Jack Martin is the co-founder of 52TEN and an experienced real estate operator with a disciplined, investor-first approach. He has helped 200+ investors achieve predictable income and long-term stability through mobile home park investing.If you’re looking to add a recession-resilient real estate strategy to your portfolio, this webinar is a must-watch.Reach Jack:52ten.comadmin@52TEN.comReach Clive CapitalWebsite: https://www.clivecap.com/LinkedIn: https://www.linkedin.com/in/keshavkolur/Calendly: https://calendly.com/keshavkolur/30minLinkedin: https://www.linkedin.com/in/johnlai/https://calendly.com/laijohn/30minEmail: ir@clivecap.comSms: +1 650-229-5450

Long-term care planning is one of the most overlooked—and most critical—parts of a sustainable financial plan.In this webinar, Raymond Lavine, founder of Lavine LTC Benefits, breaks down what families and investors need to know about planning for extended care, protecting assets, and avoiding common (and costly) mistakes.Drawing from both professional expertise and personal experience, Raymond shares practical insights to help you safeguard your health, wealth, and legacy.What You’ll Learn:- Why long-term care and caregiving benefits are essential to your financial plan- The hidden risks of delaying care planning—and how to avoid them- How long-term care insurance can protect your estate and loved ones- Common misconceptions that leave families financially exposedAbout Raymond Lavine:Raymond Lavine is a respected voice in financial and wealth planning, specializing in long-term care solutions. He is the founder of Lavine LTC Benefits, a U.S. Army veteran, and a co-author of Empathy and Understanding in Business with Chris Voss. Raymond has also appeared on national TV, including Moving America Forward.Whether you’re planning for yourself, your family, or your investors, this conversation offers valuable guidance for creating peace of mind across generations.Reach Raymond:https://www.lavineltcins.com/LinkedIn: https://www.linkedin.com/in/ltc-benefits/Reach Clive CapitalWebsite: https://www.clivecap.com/LinkedIn: https://www.linkedin.com/in/keshavkolur/Calendly: https://calendly.com/keshavkolur/30minLinkedin: https://www.linkedin.com/in/johnlai/https://calendly.com/laijohn/30minEmail: ir@clivecap.comSms: +1 650-229-5450

In this episode of Investing for Generational Wealth, host John Lai of Clive Capital sits down with Brian Herriot—author, speaker, and founder of Herriot Financial—to explore what meaningful freedom really looks like.Brian shares his personal journey from a traditional corporate management career to building a lifestyle centered around time freedom, purpose, and intentional living. He breaks down the difference between financial independence and true freedom, and how shifting your beliefs around money can reshape your life.What You’ll Learn in This Episode- The difference between time freedom and financial independence- How to transition from a corporate environment to a flexible lifestyle- Strategies Brian uses for investing and wealth-building- Why cash can be a powerful tool for lifestyle design- How to rethink financial beliefs to support your goals- A preview of Brian’s upcoming book and his mission to help othersWhether you're a high achiever, entrepreneur, or someone seeking more control over your time, this conversation offers practical insights for designing a life that aligns with your values.Reach Brian:https://timefreedomcalculator.com/Reach Clive CapitalWebsite: https://www.clivecap.com/LinkedIn: https://www.linkedin.com/in/keshavkolur/Calendly: https://calendly.com/keshavkolur/30minLinkedin: https://www.linkedin.com/in/johnlai/https://calendly.com/laijohn/30minEmail: ir@clivecap.comSms: +1 650-229-5450

What does it really take to retire early—and not just scrape by, but thrive?In this candid and inspiring conversation, John Lai, Co-Principal of Clive Capital, shares how he recently retired from Amazon to pursue the FIRE lifestyle (Financial Independence, Retire Early). Joined by fellow Clive Capital Principal Keshav Kolur, the two dive deep into the mindset, math, and strategies that led John to early retirement—and how you can take steps toward your own financial independence.What You’ll Learn:✅ The different flavors of FIRE (Lean, Fat, Barista, Coast, and more)✅ How to calculate your own FI number (and know if you’re there)✅ The real story of how John reached FIRE—beyond the 401(k)✅ The decumulation phase: how to think about spending in retirement✅ Tax strategies for both the accumulation and drawdown yearsAbout the Speakers:John Lai recently left a high-level role at Amazon to embrace full-time financial freedom. With a background in big tech and an eye for alternative investments, John brings a practical, thoughtful voice to the FIRE conversation.Keshav Kolur, Clive Capital’s CEO and an early investor in real estate and private equity, provides a complementary perspective on building wealth through passive income and strategic portfolio planning.📌 Whether you’re early on your FIRE journey or already halfway there, this episode will give you the insights, inspiration, and tactical ideas you need to move forward with confidence.🔔 Subscribe for more real-world FIRE stories, passive investing strategies, and wealth-building insights:Reach Clive CapitalWebsite: https://www.clivecap.com/LinkedIn: https://www.linkedin.com/in/keshavkolur/Linkedin: https://www.linkedin.com/in/johnlai/Calendly: https://calendly.com/keshavkolur/30minhttps://calendly.com/laijohn/30minEmail: keshav@clivecap.comSms: +1 650-229-5450

Oil & Gas Investing WebinarDiscover how oil and gas investing can diversify your portfolio, create passive income, and unlock powerful tax advantages.In this exclusive educational webinar, we’ll share strategies that helped our investors reduce over $1M in taxable income in just 9 months—while building steady cash flow from 16 wells. You’ll Learn:✅ How oil & gas projects compare to other private equity investments✅ Unique tax incentives (up to ~$80K savings per $100K invested)✅ How to evaluate operators, projects, and risk/reward✅ Case studies and success stories✅ Insights into our upcoming $100M fund launchWhether you’re a seasoned investor or exploring alternatives for the first time, this webinar will equip you with knowledge to make smarter, tax-efficient decisions.📌 Don’t miss this chance to learn how energy investing can strengthen your portfolio and maximize returns!Reach Clive CapitalWebsite: clivecap.comLinkedIn (Keshav): /keshavkolurCalendly (Keshav): ScheduleLinkedIn (John): /johnlaiCalendly (John): ScheduleEmail: ir@clivecap.comSMS: +1 (650) 229-5450

About Joel Yanovich:With more than a decade of experience, Joel Yanovich leads the EB-5 practice at the Murthy Law Firm, helping clients navigate complex U.S. immigration laws through direct and regional center investment structures.He also advises international entrepreneurs in the E-2 treaty investor and international entrepreneur parole programs, and has successfully represented multinational executives in L-1 visa applications.Joel’s expertise is regularly featured at national immigration conferences, and his individualized legal strategies have helped hundreds of clients secure legal status while building long-term financial security in the U.S.Can you invest in U.S. assets while on a visa—and can those investments help you obtain a green card or residency?In this exclusive webinar replay, Joel Yanovich, Member of the Murthy Law Firm and one of the nation’s leading immigration attorneys, shares how foreign nationals can strategically use investments in real estate, oil & gas, and other assets to pursue U.S. residency through programs like EB-5, E-2, and L-1.Whether you're on an H-1B, L-1, or other visa, this session offers clarity on how to legally structure your investments and take meaningful steps toward financial and immigration goals.📌 Whether you're a hands-on landlord or an accredited investor seeking a better path, this session will reshape how you think about real estate.Reach Joel:murthy.come2b@murthy.comReach Clive Capital Website: https://www.clivecap.com/ LinkedIn: https://www.linkedin.com/in/keshavkolur/ Calendly: https://calendly.com/keshavkolur/30min LinkedIn: https://www.linkedin.com/in/johnlai/ Calendly: https://calendly.com/laijohn/30min Email: ir@clivecap.com Call: +1 (855) 666-8098#immigrationlaw #eb5visa #E2InvestorVisa #JoelYanovich #MurthyLawFirm #InvestOnVisa #foreigninvestors #RealEstateVisa #OilAndGasInvesting #VisaStrategies #GreenCardThroughInvestment #passiveincome

Are you considering buying rental properties—or is there a better way to invest? In this exclusive webinar replay, Keshav Kolur, CEO of Clive Capital, and John Lai, Co-Principal and host of the Investing for Generational Wealth podcast, break down why commercial real estate syndications offer a smarter path to passive wealth building.This session is ideal for anyone evaluating residential vs. commercial investing and looking for ways to generate stronger returns with less day-to-day involvement.What You’ll Learn: Residential vs. Commercial: Investment returns, risks & time commitmentsWhy commercial syndications create superior passive income opportunitiesHow syndications deliver institutional-quality deals to individual investorsThe benefits of scale, diversification, and professional risk managementWhy Clive Capital favors value-add multifamily, BTR, NNN, mezzanine debt, and O&GAbout Clive Capital:Clive Capital is a fast-growing private equity firm founded in 2022 with a focus on providing tax-advantaged, risk-mitigated investment opportunities in high-growth real estate and private equity markets. With over 1,000 multifamily units and 500+ BTR homes under development, Clive manages a portfolio valued at $165M+ AUM, aiming to scale to $322M by 2030.Through a unique blend of data-driven underwriting and deep industry partnerships, Clive empowers investors to build wealth through passive, scalable, and professionally managed investments. Learn more at clivecap.com.📌 Whether you're a hands-on landlord or an accredited investor seeking a better path, this session will reshape how you think about real estate.Reach Clive Capital Website: https://www.clivecap.com/ LinkedIn (Keshav Kolur): https://www.linkedin.com/in/keshavkolur/ Calendly (Keshav): https://calendly.com/keshavkolur/30min LinkedIn (John Lai): https://www.linkedin.com/in/johnlai/ Calendly (John Lai): https://calendly.com/laijohn/30min Email: ir@clivecap.com Call: +1 (855) 666-8098

In this podcast episode Clint Harris, real estate investor, entrepreneur, and host of the Truly Passive Income podcast, shares how he made the switch from hands-on real estate (Airbnbs, multifamily) to building real freedom through truly passive income strategies. This is a must-watch for anyone looking to scale back the grind and still generate strong, consistent returns. What You’ll Learn: How to move from active real estate (Airbnb, multifamily) to hands-off investing Why self-storage is one of the most underrated, high-yielding asset classes Lessons from raising capital for $150M+ in stabilized assets How to get started with passive syndication opportunities About Clint Harris: Clint started in medical sales, built a multifamily and Airbnb portfolio, and later founded Going Coastal Property Management to solve challenges in short-term rental management. Now a general partner at Nomad Capital, Clint leads the charge in repurposing big box retail into thriving self-storage facilities, while also heading capital raising and investor relations. Through his podcast and investment work, Clint is on a mission to help others achieve financial, time, and location freedom through smart, passive real estate investments. 📌 Whether you're an overworked landlord or a growth-focused investor, this session is your blueprint for freedom-focused investing.

Lane Kawaoka - Passive Real Estate Syndication Ready to move beyond the grind of rental property management? In this powerful webinar replay, Lane Kawaoka, founder of The Wealth Elevator and host of the Simple Passive Cashflow podcast, shares how to transition from active income streams like rentals into truly passive real estate syndication investments. This session is packed with real-world frameworks, deal analysis insights, and personal stories that will help you level up your investment strategy—whether you're a seasoned landlord or just starting your passive income journey. What You’ll Learn: ✅ How to move from active rental income to passive real estate syndication ✅ The fundamentals of syndication and how it compares to other investment models ✅ Lane’s personal framework for vetting deals and building partnerships ✅ How to scale with co-investment and access high-quality opportunities About Lane Kawaoka: Lane is a former Licensed Professional Engineer who managed over $250M in capital construction projects before leaving his corporate job to pursue financial freedom through real estate. Today, he manages a portfolio of 10,000+ units, including multifamily apartments, RV parks, mobile homes, and hotels. Through his platform SimplePassiveCashflow.com and the HUI Deal Pipeline Club, Lane helps accredited investors break free from the 9-to-5 grind by offering co-investment access—often personally signing on the debt and investing alongside his network. Lane is also the author of The Wealth Elevator, a blueprint for scaling your wealth and redefining success on your own terms. 📌 Whether you're seeking scalability, time freedom, or tax advantages, this webinar will help you unlock new passive income potential. Reach Lane: Website: www.thewealthelevator.com Email: lane@thewealthelevator.com Reach Clive Capital: Website: https://www.clivecap.com/ LinkedIn (Keshav Kolur): Keshav Kolur Calendly (Keshav): Book a call with Keshav LinkedIn (John Lai): John Lai Calendly (John): Book a call with John Email: ir@clivecap.com Phone: +1 (401) 241-9632

Ever wondered why even experienced investors sometimes make irrational decisions? In this insightful webinar replay, Jonathan Blau, founder and CEO of Fusion Family Wealth, dives into the psychological biases that can derail investment strategies. Learn how to recognize your own biases and develop strategies to improve financial decision-making. What You’ll Learn: ✅ The most common behavioral biases that affect investment decisions ✅ How emotional reactions to market events can sabotage your financial plan ✅ Practical techniques to reshape your “money behavior” for better investing outcomes ✅ Real-world examples of how biases play out in the financial markets About Jonathan Blau: Jonathan Blau is a leading voice in behavioral finance with a practical, client-centered approach to wealth management. As the CEO of Fusion Family Wealth, a Long Island-based RIA with $1.1 billion under advisement, Jonathan specializes in guiding high-net-worth clients to make rational investment decisions despite market volatility.Jonathan’s philosophy emphasizes that investor temperament—how you act—matters more than what you know. Through his deep experience, he helps clients ignore market noise and stay committed to long-term financial goals.📌 Whether you're new to investing or a seasoned professional, this session offers valuable insights into how to think clearly about your investments and maintain emotional discipline. Reach Jonathan: Website: www.fusionfamilywealth.com Podcast: crazywealthypodcast.fusionfamilywealth.com Email: J.Blau@fusionfamilywealth.com Phone: 516 206-1320 Fax: 646 786-3960 Reach Clive Capital: Website: https://www.clivecap.com/ LinkedIn (Keshav Kolur): Keshav Kolur Calendly (Keshav): Book a call LinkedIn (John Lai): John Lai Calendly (John): Book a call Email: ir@clivecap.com Phone: +1 (401) 241-9632

Are you contemplating leaving your 9-5 job to pursue passive income through private equity and syndication? In this insightful webinar replay, Keshav Kolur, Founder and Key Principal of Clive Capital, shares strategies to help you transition from active employment to achieving financial independence through passive income. What You’ll Learn: Determining your goals for financial independence Understanding private equity and syndication as vehicles for passive income Assessing financial readiness and planning your transition Strategies for building a successful passive income portfolio About Keshav Kolur: Keshav Kolur made his first investment into 108 apartments in San Antonio, Texas, in September 2021. Following the success of that investment, he founded Clive Capital in January 2022 to partner with experienced, institutional-quality firms and provide passive investment opportunities to investors.With a background working at major tech companies like Amazon and Meta, Keshav focuses on building investment portfolios primarily for tech employees and other high earners. About Clive Capital: Clive Capital is a private equity investment firm dedicated to helping individuals build wealth and passive income by investing in real estate and private equity assets in prime locations with significant upside potential.The firm handles deal analysis, builds strong industry relationships, and manages operations, allowing investors to enjoy cash flow, tax benefits, and wealth growth without the hassles of traditional property management.

If you’re looking to build passive income, reduce taxes, and create long-term wealth, this exclusive webinar replay with Vinki Loomba, CEO of Loomba Investment Group and fund manager for Loomba Capital Partners, is a must-watch.Vinki shares real-world strategies and mindset principles that have helped her—and her investors—succeed in real estate investing, even during volatile market cycles.What You’ll Learn:✅ How to leverage real estate for passive income & financial freedom✅ Proven strategies to diversify with tax-advantaged investments✅ How mindset & personal development drive investing successAbout Vinki Loomba:Vinki’s journey from IT and academia to commercial real estate leadership has made her a sought-after expert in passive investing. She is the host of The Real Estate Vibe! podcast, where she empowers investors through insights on real estate, personal development, and wealth-building.Her mission is bold: to positively impact one million lives through smart investing and financial education.Reach Vinki:LinkedIn: Vinki LoombaYouTube: Loomba Capital YouTubePhone: (925) 250-3907Website: https://loombainvest.com/

How do you build a private equity portfolio that works for you—no matter where you are in life?In this exclusive webinar replay, Keshav Kolur, founder of Clive Capital, and John Lai, principal and host of the Investing for Generational Wealth podcast, share strategies for creating a diversified, resilient investment portfolio tailored to your personal financial goals.Whether you're just getting started or managing a seasoned portfolio, this session delivers actionable insights into private equity investing with an emphasis on growth, income, and legacy planning.What You’ll Learn:✅ How to balance appreciation and cash flow across asset types✅ Comparing risk/reward of value-add multifamily vs. built-to-rent✅ Role of NNN commercial, mezzanine debt, and oil & gas in portfolio strategy✅ How Clive Capital is scaling smart, risk-mitigated investments✅ Building a portfolio that evolves with your stage of lifeAbout Clive Capital:Founded in 2022, Clive Capital is a private equity investment firm dedicated to helping individuals build wealth and passive income through real estate and private equity assets. With a focus on tax-advantaged, risk-mitigated returns, Clive Capital offers diversified investment opportunities across:Multifamily apartmentsBuild-to-rent homesNNN commercial leasesMezzanine debt fundsOil and gas projectsTheir mission is to empower investors to achieve financial independence and create generational wealth through strategic, passive investments.📌 Whether you're focused on near-term income or building multi-generational wealth, this is your roadmap to private equity portfolio success.Reach Clive CapitalWebsite: https://www.clivecap.com/LinkedIn (Keshav Kolur): Keshav KolurCalendly (Keshav): Book a call with KeshavLinkedIn (John Lai): John LaiCalendly (John): Book a call with JohnEmail: keshav@clivecap.com / jlai@clivecap.comPhone: +1 (401) 241-9632

Cary Artac began his career at the Chicago Board of Trade, offering technical market insights to traders and firms. Since founding Artac Advisory Inc. in 1996, he has worked extensively with grain, livestock, and energy producers across North America. He’s also a regular guest on AgriTalk PM and co-founder of Wicked Stocks, where he shares expert-level market guidance to help investors make informed decisions.Ready to level up your market analysis skills? In this exclusive webinar replay, Cary Artac shares time-tested analytical methods and technical analysis strategies used to predict market behavior across stock indexes, commodities, and Treasury instruments.With over 30 years of experience, Cary delivers insights that professional traders, brokerage firms, and commodity producers rely on to stay ahead of market shifts.What You’ll Learn:✔ Proven technical analysis techniques to anticipate market movements✔ How to apply predictive analytics to various asset classes✔ Strategies used by top professionals to mitigate risk and identify trends✔ Real-world examples from stock, commodity, and bond marketsReach Cary:LinkedIn: Cary ArtacYouTube: Cary's YouTube ChannelWebsite: Artac AdvisoryWicked Stocks: https://wickedstocks.com/Reach Clive Capital:Website: https://www.clivecap.com/LinkedIn (Keshav Kolur): Keshav KolurCalendly (Keshav): Book a call with KeshavLinkedIn (John Lai): John LaiCalendly (John): Book a call with JohnEmail: keshav@clivecap.com / jlai@clivecap.comPhone: +1 (401) 241-9632🎯 Whether you're a trader or long-term investor, this session will sharpen your edge in understanding market behavior.

About Wayne Courreges III:With years of expertise in multifamily and commercial storage investments, Wayne Courreges III has successfully managed over $50 million in assets across Texas, Louisiana, and Alabama. His journey started in the U.S. Marine Corps, followed by a 16-year career in a Fortune 125 commercial real estate firm before transitioning full-time into real estate investing.Want to safeguard your investments and make informed decisions as a passive investor? In this webinar replay, Wayne Courreges III, Lead Sponsor & General Partner of CREI Partners, shares expert insights on vetting real estate deals, sponsors, and partners—a crucial skill for successful passive investing.About CREI Partners:CREI Partners specializes in acquiring apartment communities and developing RV/boat and business storage facilities in high-growth markets. Their mission is to help investors build wealth while giving back to local communities.Reach Wayne:LinkedIn: Wayne Courreges IIIWebsite: https://www.creipartners.comCoaching Program: Passive Investor CoachingReach Clive Capital:Website: https://www.clivecap.com/LinkedIn (Keshav Kolur): Keshav KolurCalendly (Keshav): Book a call with KeshavLinkedIn (John Lai): John LaiCalendly (John): Book a call with JohnEmail: keshav@clivecap.com / jlai@clivecap.comPhone: +1 (401) 241-9632🚀 Ready to make smarter investments? Watch now and start vetting deals with confidence!