Our Preferred Partners

Premier Partner


Tribevest is a collaborative, group investment platform that enables friends and family to organize as an investor group, pool money, and manage joint investments.

Family Office Club

Founded in 2007, The Family Office Club is an ultra-wealthy investor club with 3,000+ investors. With a team of 28, we host 15 live events per year on tax strategies, investment structures, investment due diligence, strategies for becoming a savvier investor, and more. Of our 15 live events per year, 4 of them are large investor summits with 600 – 1,000+ professionals at each event. We are specialists in deal origination and can also help source niche-specific deals in the area where you created your wealth or in cash-flowing real estate transactions. We specialize in short-term rental properties through our InvestorResidences.com fund and in multi-location medical practices through our Medical Clinic Capital (MCC) platform.

Investment Partners

Accountable Equity

ACCOUNTABLE EQUITY is an integrated development, management, and syndication company. Our mission is to offer accredited investors access to some of the most compelling private offerings available today. Our goal is to be accountable with the equity entrusted to our care by our investor partners. 

Aspen Funds

Aspen Funds provides macro-economic driven alternative investments, designed to deliver strong risk-adjusted returns for high-net worth investors. Aspen has a 10-year track record operating private equity funds across many asset classes, including: mortgage notes, multifamily, self-storage, industrial, etc.

Eckard Enterprises

Eckard Enterprises, LLC (Eckard) is a family-owned and operated alternative investment and asset management firm, specializing in the U.S. oil and gas industry. Our managed assets include water rights, oil and gas mineral rights, exploration and production, steel fabrication, natural gas and crude oil pipelines, residential and commercial real estate, and other commodity investment opportunities. It all began with one man’s commitment to a brighter energy-focused future.

First Generation Capital Partners

First Generation Capital Partners is a boutique private equity firm founded by Billy Keels to help busy, high-paid professionals take control of their lives and wealth through cash-flowing, tax-efficient direct investments. We work with Accredited Investors who desire more financial freedom in order to invest more time with loved ones and enjoy the lifestyle they’ve worked so hard to build. We focus on providing unique passive investment opportunities that are not tied to the stock market and offer strategic income tax benefits.

MAG Capital Partners

MAG Capital Partners is an experienced private investment firm focusing on single-tenant, net lease development and sale leaseback structured transactions. With a dedicated in-house credit analysis team, construction management, asset management and investor support staff, MAG Capital Partners has the skills and experience to acquire and manage cash flowing investment properties.


PassiveInvesting.com is a national, private equity real estate firm focused on acquiring cash flowing assets in primary and secondary markets with risk-adjusted returns. We currently have acquired just over $1.2B in assets including hotels, express car washes, self-storage, multifamily, and our real estate debt fund. Our goal is to provide institutional quality assets to everyday accredited investors and grow our generational wealth together.


Matt Picheny, your backstage guide to passive investing, is a former actor turned investor and Founder of the investment company, Picheny. Matt is focused on developing passive income streams that enable investors to achieve financial freedom, write their own story, and choose how they want to spend their time. 

With over 15 years of experience in property analysis, financing, acquisition, construction, and operations, Matt has invested in over 10,000 apartments nationwide. He specializes in revitalizing and elevating communities through real estate investment, community enrichment, and the arts.

The Real Asset Investor

Dave Zook, The Real Asset Investor, has acquired more than $350M of Investment Real Estate since 2010 which include Multi-family apartment units, multiple large institutional grade Self-storage facilities and Cleaner Energy Carbon distillation units which produce pharmaceutical grade oil and liquids.

Dave and his team at The Real Asset Investor are one of the Top 5 ATM Operators in the country, and they provide investment opportunities in their ATM, Self-storage and various Funds for Cash Flow, Tax Impact and Equity Growth.

Rise48 Equity

At Rise48 Equity, we provide multifamily investment opportunities for both accredited and non-accredited investors to protect and grow their wealth. Our team brings expertise to acquire, reposition and return capital to investors upon reaching our business plan. We personally invest significant capital into each property alongside our investors.

Through our research and strategically formed partnerships, we acquire commercial multi-family apartment properties and strategically add value to the properties. As a result, this creates passive income for our investors through monthly cash flow and profits from sale.

Rise48 Equity was founded and operates in Phoenix, Arizona. We focus on acquiring deals in Phoenix, Arizona and Dallas, Texas,  which rank among the top cities nationally for rent growth, population growth, and employment growth.  We have corporate offices in both Phoenix and Dallas. With strong fundamentals as well as experienced, locally based teams, we are well positioned to preform and execute our business plans.

Spartan Investment Group

Founded in 2014 and based in Golden, Colorado, Spartan Investment Group is a privately held real estate investment firm specializing in the self-storage industry. With an unwavering commitment to creating value through values, Spartan’s network of over 5K investors have raised $140M+, to acquire nearly 60 facilities totaling 20K+ units and $458M AUM across the United States—all in under a decade.

Professional Services Partners

Busch Tax Company

Nathaniel Busch, CPA founded Busch Tax Company in 2016 to meet the growing demand for entrepreneurial tax & accounting services.
We believe one of the most significant threats to a taxpayer is ineffective tax compliance.

Jameson Lett

Jameson Lett and his team specialize in building custom life insurance portfolios. If you have questions on how to properly structure a life insurance policy, how to maximize cash value and distributions, or simply want someone to look over the policies you already own, then this is a great place to start. With a clientele that stretches coast-to-coast, Jameson and his team are obsessed with helping people understand the unique benefits that Cash Value Life Insurance can add to an overall financial strategy.


Vyzer offers investors a secure platform that delivers clarity, visibility and automation across all their holdings in a single holistic dashboard.

From real estate syndications to private equity, crypto to traditional investments, with AI-driven, unbiased, honest insights to maximize return.

Vyzer is the only digital wealth management platform that combines portfolio performance tracking, financial planning tools, projections and benchmarking into one powerful solution, making it easy to follow the money.

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