CARE Executive Program

A Focused 1:1 Path to Investor Readiness 
This is a high-touch, executive-level experience that provides a clear, efficient path to investor readiness through direct, one-on-one guidance. If you value clarity, efficiency, and conversation over self-paced learning, this program was built for you.

What Is the CARE Executive Program

This video discusses what you will receive from participating in the CARE Executive Program.  Personalized 1:1 sessions that follow a strategy to prepare you to invest based on your goals.  

The sessions are supported with pre-session materials for you to review and bring questions to our conversation.  As well as workbooks for each lesson so you can document your personal experience.

Who the CARE Executive Program Is For

The CARE Executive Program is designed to focus on helping you get prepared to invest.  We work together in a structured way—tailored entirely to your goals, timeline, and decision-making style.

This program is a strong fit if you:

  • Prefer conversation and guidance over self-study
  • Have limited time but want thoughtful preparation
  • Value structure, accountability, and expert perspective
  • Want confidence before committing capital

What's Included

The CARE Executive Program includes: 
  • 7 private 1:1 coaching sessions (60 minutes each)
  • A structured, step-by-step path to investor readiness
  • Supportive workbooks for each session to help you capture your specific alignment to the materials
  • Personalized guidance aligned to your goals and constraints

 

Each session builds on the last, creating momentum without pressure.

The CARE Executive Program is organized into seven sessions

These sessions are developed to guide you on a path to prepare you to embark on having conversations with sponsors, vetting deals and investing intentionally based on your personal goals and strategy.  Below is the path that we’ll work through together:

  1. Know Your Why & Goals
  2. Asset Classes
  3. Define Your Buy Box
  4. Setting Up Your Business
  5. Vetting Sponsors
  6. Evaluating Deals
  7. Take Action

If you want customized, accountable guidance, the CARE Executive Program offers a clear alternative.

Sign up for the the CARE Executive Program today

One-time payment of $3,000

Passive Investing 101: A Quick Start Guide for LPs

Build Wealth with CARE™ – Coaching for Passive Real Estate Investors

What Is Passive Real Estate Investing?

Passive investing means putting your money to work in professionally managed real estate deals—without being a landlord. You invest, then collect returns while someone else does the work.

How a Real Estate Syndication Works

The Deal is Formed

An experienced General Partner (GP) finds, funds, and manages the deal.

Investors Join In

Limited Partners (LPs) (like you) provide capital to help purchase the asset.

You Get Paid

You receive distributions (monthly/quarterly income), tax benefits, and a share of profits at exit.

Why People Choose This Path