Investing for Generational Wealth

🎙️ About Courtney Moeller: With deep family roots in the oil and gas sector and a proven track record of helping investors maximize their wealth, Courtney combines decades of industry knowledge with a passion for empowering professionals to achieve their financial goals. Discover how to reduce your tax burden and secure steady monthly cash flow with oil and gas investments in this insightful webinar featuring Courtney Moeller. As a U.S. Navy veteran, entrepreneur, and seasoned expert in the oil and gas industry, Courtney shares powerful strategies for building wealth and diversifying your portfolio in any market. ✨ What You’ll Learn: Tax benefits of oil and gas investments How to create consistent monthly cash flow The role of oil and gas in a diversified portfolio Actionable strategies to secure lasting financial freedom Reach Courtney Moeller: LinkedIn: https://www.linkedin.com/in/csmoeller/ https://courtneymoeller.com/ courtney@courtneymoeller.com Reach Clive Capital Webiste: https://www.clivecap.com/ LinkedIn: https://www.linkedin.com/in/keshavkolur/ Calendly: https://calendly.com/keshavkolur/30min Linkedin: https://www.linkedin.com/in/johnlai/ https://calendly.com/laijohn/30min Email: keshav@clivecap.com / jlai@clivecap.com Call: +1 (401) 241-9632 Podcast Links: Spotify: https://open.spotify.com/show/70iTOaDt2vgsy7psOxdrq7 Amazon Music: https://music.amazon.com/podcasts/e8959855-508b-4178-a7ad-a50c6b79d501/investing-for-generational-wealth Apple Podcast: https://podcasts.apple.com/us/podcast/investing-for-generational-wealth/id1704743416 iHeartRadio: https://www.iheart.com/podcast/121680674/

Scott is a licensed attorney and seasoned expert in self-directed IRAs, having guided thousands of investors toward achieving their financial goals. As a frequent speaker and industry thought leader, he combines legal knowledge with practical strategies to help investors maximize their retirement portfolios. 🏢 About Advanta IRA: With over 20 years of experience and $3 billion in assets under administration, Advanta IRA is a trusted leader in self-directed IRA account management. They provide personalized service and educational resources to empower investors nationwide. Unlock the full potential of your retirement savings with this informative webinar featuring Scott Maurer, Vice President of Sales at Advanta IRA. With over 18 years of experience in the self-directed IRA industry, Scott shares his expertise on how to use your retirement funds to invest in real estate and other alternative assets. ✨ What You’ll Learn: The basics of Self-Directed IRAs Benefits of self-directed investing for real estate and beyond Tax advantages and diversification strategies Opportunities in real estate investments, including syndications, rentals, and multifamily projects Rules and regulations for using IRAs and 401(k)s in alternative investments 👉 Watch now to learn how to make your retirement funds work harder for you! 📩 Got questions? Leave a comment or connect with us! Reach Scott Maurer: LinkedIn: https://www.linkedin.com/in/scott-maurer-18998465/ https://www.advantaira.com/ smaurer@advantaira.com 800 425 0653 ext 1123 Reach Clive Capital Webiste: https://www.clivecap.com/ LinkedIn: https://www.linkedin.com/in/keshavkolur/ Calendly: https://calendly.com/keshavkolur/30min Linkedin: https://www.linkedin.com/in/johnlai/ https://calendly.com/laijohn/30min Email: keshav@clivecap.com / jlai@clivecap.com Call: +1 (401) 241-9632 Podcast Links: Spotify: https://open.spotify.com/show/70iTOaDt2vgsy7psOxdrq7 Amazon Music: https://music.amazon.com/podcasts/e8959855-508b-4178-a7ad-a50c6b79d501/investing-for-generational-wealth Apple Podcast: https://podcasts.apple.com/us/podcast/investing-for-generational-wealth/id1704743416 iHeartRadio: https://www.iheart.com/podcast/121680674/

Explore the lucrative world of self-storage, mobile home, and RV park investments with Gabe Peterson, founder of Kaizen Properties and host of The Real Estate Investing Club podcast. In this webinar, Gabe shares his inspiring journey from corporate consulting to building a thriving real estate business, offering actionable insights for investors at all levels. ✨ What You’ll Learn: - Key lessons from Gabe’s transition into real estate investing - The unique potential of self-storage, mobile home, and RV park asset classes - Valuable strategies to consider when exploring these investment opportunities 💡 Whether you're a seasoned investor or just starting out, this webinar provides a wealth of knowledge and real-world advice to help you make informed decisions in these exciting markets. 👉 Watch now and gain insights from an industry expert! 📩 Questions or thoughts? Share them in the comments or reach out directly! Reach Gabe Petersen: LinkedIn: https://www.linkedin.com/in/gabe-petersen/ https://www.therealestateinvestingclub.com/ Reach Clive Capital Webiste: https://www.clivecap.com/ Linkedin: https://www.linkedin.com/in/johnlai/ LinkedIn: https://www.linkedin.com/in/keshavkolur/ Calendly: https://calendly.com/keshavkolur/30min Email: keshav@clivecap.com Call: +1 (401) 241-9632 Podcast Links: Spotify: https://open.spotify.com/show/70iTOaDt2vgsy7psOxdrq7 Amazon Music: https://music.amazon.com/podcasts/e8959855-508b-4178-a7ad-a50c6b79d501/investing-for-generational-wealth Apple Podcast: https://podcasts.apple.com/us/podcast/investing-for-generational-wealth/id1704743416 iHeartRadio: https://www.iheart.com/podcast/121680674/

Dive into the world of multifamily real estate investing with this insightful podcast episode! Discover the essential steps to executing a successful value-add strategy and gain actionable knowledge to navigate the complexities of multifamily syndication. 🎙️ About the Speaker: Aaron Thomas brings a wealth of experience from the commercial real estate sector. Starting his career as a broker with Marcus & Millichap in downtown Chicago, he transitioned to full-time real estate investing in Scottsdale, where he owns two short-term rentals and holds LP positions in multifamily syndications. Now, Aaron leads capital and partnership initiatives, connecting investors with dynamic opportunities through custom funds. ✨ What You'll Learn: Key risks and benefits of multifamily syndications Critical steps for a value-add strategy Expert insights to level up your real estate investing game Whether you’re a beginner or looking to deepen your expertise in multifamily deals, this session is packed with value for you! 👉 Listen now and unlock the secrets to multifamily success! 📩 Have questions or want to connect? Comment below or reach out! Reach Aaron: LinkedIn:   / a-thomas-tlc  https://www.twinluxcapital.com/ Reach Clive Capital Webiste: https://www.clivecap.com/ Linkedin:   / johnlai   LinkedIn:   / keshavkolur   Calendly: https://calendly.com/keshavkolur/30min Email: keshav@clivecap.com Call: +1 (401) 241-9632 Podcast Links: Spotify: https://open.spotify.com/show/70iTOaD... Amazon Music: https://music.amazon.com/podcasts/e89... Apple Podcast: https://podcasts.apple.com/us/podcast... iHeartRadio: https://www.iheart.com/podcast/121680...

Ready to unlock the strategies for acquiring your first apartment building and making a successful big investment? In this Podcast episode, Leslie Awasom, Director of Operations and Co-founder of XSITE Capital Investment LLC, shares insights from his journey in real estate. Leslie oversees operations and financial strategy at XSITE Capital, managing a multifamily portfolio valued at over $168 million. Beginning his investment journey in 2017 with single-family homes and transitioning to multifamily in 2019, Leslie’s experience provides practical steps and inspiration for those looking to scale in real estate. With additional ventures in e-commerce and wellness, Leslie brings a wealth of knowledge to help you take that next big step. Listen now to learn from Leslie’s expertise and get inspired to make your first apartment acquisition a reality! Follow for more replays and real estate insights! Reach Leslie Awasom: LinkedIn: linkedin.com/in/leslie-awasom/ Websites: xsitecapital.com beyond9to5club.com Reach Clive Capital Webiste: clivecap.com Linkedin: linkedin.com/in/johnlai/ LinkedIn: linkedin.com/in/keshavkolur/ Calendly: calendly.com/keshavkolur/30min Email: keshav@clivecap.com Call: +1 (401) 241-9632

The Real Estate Game Changer | Webinar Replay with Mike Deaton Missed the live webinar? Here’s your chance to catch the replay! Discover why vacant land is one of the best-kept secrets in real estate—a powerful investment that offers rapid cash flow and wealth-building potential. In this session, we sit down with seasoned investor Mike Deaton. After leaving the corporate world in 2016, Mike have built multiple real estate businesses, leveraging asset classes that combine impressive cash flow with tax benefits. As an active land investor in over 1,200 multifamily units, Mike is excited to share his journey and teach others to achieve similar financial freedom. Subscribe for more replays and real estate insights! Contact Mike Deaton: LinkedIn: linkedin.com/in/michaelbdeaton Websites: deatonequitypartners.com flippingdirt.us openplainsproperties.com Contact Clive Capital Webiste: clivecap.com LinkedIn: https://www.linkedin.com/in/keshavkolur/ Calendly: https://calendly.com/keshavkolur/30min Email: keshav@clivecap.com Call: +1 (401) 241-9632

Are you ready to explore the road to profitable returns in the RV campground market? Don Spafford is a General Partner with Beyonder Holdings, Legacy Real Estate Holdings, and HBS Allstar Homes. With 20 years of corporate finance experience, Don began his real estate investing journey in 2017, transitioning full-time after leaving his corporate job in 2022. His expertise spans multiple real estate assets, including multifamily, build-to-rent, RV resorts, retail, build-to-sell, and international hotel resorts. Specializing in investor relations, Don is known for his innovative approach to forming strategic partnerships with institutional investors, developers, and other capital raisers. As an integrator and problem solver, he ensures that projects move forward efficiently. Outside of work, Don enjoys spending time with his wife, Maria, and their four children in Idaho Falls, Idaho. In his free time, he watches movies and adds to his coin collection. Fluent in Spanish, Don is also passionate about giving back to his community through service. Resources: Email: don@beyondercamp.com Website: BeyonderCamp.com

Are you ready to see multifamily investments through the eyes of a seasoned broker? Reid Bennett is the National Council Chair of Multifamily Properties for SVN International and a Principal of the Multifamily Group for SVN Chicago Commercial, where he has been working for over 16 years. He is also a Certified Commercial Investment Member (CCIM), a prestigious credential that demonstrates his expertise in financial analysis, market analysis, user decision analysis, and investment analysis for commercial real estate. With a focus on the sale of apartment communities across the Midwest, Reid leverages his extensive network, market knowledge, and collaborative approach to deliver optimal results for his clients. He has achieved multiple awards and recognition for his outstanding performance, including the Partners Circle Award four times, ranking him in the top .02% among all SVN advisors globally. He is also a commercial real estate coach for The Massimo Group, where he helps other brokers elevate their business and maximize their potential. Resources: Email: reid.bennett@svn.com Website: https://svn.com/

Are you ready to discover the secrets to finding a trustworthy operator? Ben Nelson is the producer of multiple world-record-breaking stunts for clients such as Red Bull. A thrill-seeker at heart, Ben lives for the meticulous planning and attention to detail required to pull off the impossible— A skill that has served him well in managing a multi-million dollar real estate portfolio. His team has established a platform that creates financial growth while fostering a community of like-minded individuals. This community, characterized by a shared spirit of adventure, seeks members with a commitment to personal and professional growth, and a heart for sharing abundance with others. Resources: Email: ben@wildoakcapital.com Website: https://www.wildoakcapital.com/

Are you ready to uncover what’s really happening in Arizona’s apartment scene? Beakley began his career as a real estate appraiser in 2015 working as a trainee in Pasadena, CA. In 2020, Jason passed the certified general exam and focused on multi-housing valuations, completing an average of 250 appraisal assignments a year. He has since expanded his appraisal scope to include all aspects of commercial reporting with an emphasis on market studies. He has performed valuation & consulting services with work performed in more than 40 states accounting for more than 2,000 valuation and advisory assignments nationally, advising real estate developers, investors, government agencies and corporate clients in various real estate matters in the commercial and residential real estate sectors. Resources: Email: jbeakley@fourcv.com Website: www.fourcv.com

Are you ready to discover the secrets to staying focused and driven in your pursuit of success? Igor Shaltanov, co-founder of Avista Fund, transitioned from professional athletics to successful entrepreneurship and real estate investment in Southern California. Founded in 2020, Avista Fund focuses on raising capital and investing in income-generating multifamily properties, providing international investors a hedge against high inflation rates. As a limited partner in 20 real estate deals, they manage over 3,200 units valued at $500 million. Prioritizing conservative underwriting and meticulous due diligence, Avista ensures prudent investment while delivering value to investors and residents. Igor's journey reflects relentless pursuit of excellence and a values-driven approach, empowering investors while making positive community impacts. Resources: Email: igor@avistafund.com Website: https://avistafund.com/

Are you ready to learn how to turn humble beginnings into extraordinary achievements in real estate? Over her career, Sharon Riddle has worked in companies, nonprofit organizations, and government agencies. She has provided business solutions in the areas of software upgrades and business process analyses and has conducted best business practice research for over 30 years. Sharon began investing in single-family real estate in 2005 with her spouse and business partner, Dan. She took a leadership role in managing all facets of the business, including property analysis, acquisition, rehab, property management, and resale of properties. Sharon, with her business partner Dan, started the transition to multifamily real estate in 2015 through initial education and investing passively in 18 properties in Texas, Oklahoma, Colorado, Florida, and Ohio, totaling 3,507 units to date. Resources: Email: riddledsn@verizon.net Website: www.exclaibretexas.com

Are you ready to discover the keys to retiring with confidence through real estate investing? Michael’s mission is to help busy professionals find their path to wealth. Through the Navigator Wealth Fund, he assists clients in diversifying their portfolios with high-quality real estate and private money loans, enabling them to retire confidently. With over 10 years of experience in real estate investing, Michael is a dedicated project manager and operator. Clients rely on him as their co-pilot to navigate private placements and diversify into real estate. Michael's extensive background includes working for REITs managing $30 billion in assets, spanning hotels, commercial offices, logistics, and senior living facilities. He is a Massachusetts-licensed real estate salesperson and a certified Project Management Professional. Resources: Email: michael@navwf.com Website: https://spireinvestmentproperties.com/

Are you ready to discover why savvy investors are still betting on commercial office spaces? Stewart Heath is a passionate entrepreneur and leader with over 35 years of experience transforming organizations into efficient operations with a path to profitability. Heath found interest in his career at an early age while watching his CPA father produce business success for clients. In 1985, Heath graduated from Auburn University with a degree in Accounting. Since then, he has held multiple C-Level positions. In 2011, Stewart Heath founded Harvard Grace Corporation where he and his team provide business advisory services specializing in financial and operational fractional C- Level engagements. Heath has been a real estate investor for more than 20 years. His experience includes, commercial and multi-family development, construction, management and investing. Resources: Email: sheath@harvardgrace.com Website: https://harvardgracecapital.com/

Are you ready to discover why savvy investors are still betting on commercial office spaces? Stewart Heath is a passionate entrepreneur and leader with over 35 years of experience transforming organizations into efficient operations with a path to profitability. Heath found interest in his career at an early age while watching his CPA father produce business success for clients. In 1985, Heath graduated from Auburn University with a degree in Accounting. Since then, he has held multiple C-Level positions. In 2011, Stewart Heath founded Harvard Grace Corporation where he and his team provide business advisory services specializing in financial and operational fractional C- Level engagements. Heath has been a real estate investor for more than 20 years. His experience includes, commercial and multi-family development, construction, management and investing. Resources: Email: sheath@harvardgrace.com Website: https://harvardgracecapital.com/

Curious about the path to generating six figures of passive income? Justin Moy spent years excelling in sales, consistently ranking in the top 5%. Despite his professional success, he found himself sacrificing personal life for career growth, leading him to seek ways to reclaim his time. He noticed a gap in the investment space, where sales professionals faced unique challenges such as variable income, recession exposure, and volatile job markets. Recognizing his own burnout, he discovered that investing in commercial real estate could address these specific pain points. His approach has enabled many sales professionals to replace their income with passive income through this strategy. Passionate about helping his peers, Justin focuses on educating sales professionals on how to overcome their investment challenges and achieve financial independence through commercial real estate, often within a span of 0-10 years. Resources: Email: justin@presidentsclubinvestors.com Website: https://www.presidentsclubinvestors.com/

Are you ready to explore this unexpected yet lucrative avenue for passive income? Mike embarked on his passive income journey from humble beginnings, initially working a grueling 60-hour per week job that barely covered expenses. Determined to change his financial trajectory, he invested his emergency fund into a fixer-upper property, setting the stage for his ventures into real estate and beyond. With strategic moves and a focus on family time, Mike diversified his income streams, ultimately finding success in the vending industry. Today, he manages a thriving vending route, generating substantial monthly income and paving the way for generational wealth. Resources: Website: https://www.mrpassive.com/

Jay Conner has been buying and selling houses since 2003 in a town of only 40,000 people with profits now averaging $78,000 per deal. He has Rehabbed over 475 houses and been involved in over $118 Million Dollars in Transactions. Jay has completely automated his Annual 7-Figure Income Business to where he works in his buying and selling house business less than 10 Hours per week. His passion is Motivating and teaching other Real Estate Investors How to Raise Private Money without every asking for Money. As a result, Jay has Consulted one on one with over 2,000 Real Estate Investors. When he lost his lines of credit at the bank in 2009, Jay Raised $2,150,000 in less than 90 Days in Private Money when cut off from the banks. Jay is also a Commercial Developer of Shopping Centers and Condominium Communities. He is a National Speaker on the topics of Private Money, Foreclosures This Side of COVID, Automation of your business, and Personal Development. In addition, Jay is a 2 Time National Best Selling Author and a past president of Business Networking International. Resources: Email:info@jayconner.com Mobile: 252-808-2927

Ever wondered how successful developers navigate the intricate process of land entitlement, turning raw land into lucrative real estate projects? Brandon Cobb is the owner and partner of HBG Capital, a vertically integrated real estate firm renowned for delivering superior risk-adjusted returns and safeguarding investors' interests through tangible assets. Specializing in residential single-family construction in Nashville, TN, and commercial multifamily acquisitions across the Southeastern United States, HBG Capital offers a comprehensive investment platform. At the helm of HBG Capital, Brandon oversees HBG Construction, the firm's construction arm, dedicated to executing ground-up developments, land development, and residential property rehabilitation in Nashville, TN. Additionally, HBG Holdings, the acquisition arm, led by Brandon, strategically sources off-market land for redevelopment projects. Through collaborative efforts with local communities, HBG Holdings identifies, rezones, and entitles land to actualize the community's aspirations. Brandon's leadership and expertise drive HBG Capital's success, positioning the firm as a trusted partner in real estate investment and development. Resources: Email: info@hbgcapital.net Mobile: 901-596-6425

Meet Keshav Kolur, the principal and founder of Clive Capital, a pioneering private equity firm specializing in delivering exceptional, risk-adjusted returns through investments in real estate, energy, private debt, and more. With a passion for diversification and wealth generation, Keshav offers tailored solutions for both novice and seasoned investors alike. A seasoned software engineer with a rich background in top-tier tech companies such as Amazon and Facebook, Keshav's journey into entrepreneurship was fueled by a desire for greater investment diversity. Recognizing the limitations of traditional investment avenues like 401k, RSUs, and ETFs, Keshav embarked on a mission to offer alternative pathways to wealth accumulation, passive income, and tax benefits. Join us for our upcoming webinar as we uncover the compelling reasons why savvy investors are diversifying their portfolios outside traditional stocks. Resources: Email: keshav@clivecap.com Mobile: 401-241-9632