Just wrapped up the ELITE RIA & Family Office Investment Opportunities Summit in Miami. It was an absolute privilege to sponsor & be surrounded by a high-caliber group of dealmakers. We had multi-family real estate moguls, savvy fund managers, opportunity zone specialists, top-tier self-directed plan custodians, & even medical procedure financiers in the room.
One thing that blew me away was the audience’s depth of knowledge & interest in deeded mineral properties. I showcased the deeded mineral property asset class, emphasizing how perfectly it fits 1031 exchanges & the tremendous value it can deliver inside self-directed IRAs & solo 401(k) plans. The response was incredible. These folks were not only curious, they were well-versed & hungry to learn more. When you see experienced investors this engaged, you know you’re onto something big.
Our dealflow thrives because we partner with professionals across the board:
Family Offices
Fund Managers
Qualified Self-Directed Plan Custodians
1031 Exchange Qualified Intermediaries
Real Estate Brokers & Agents
Business Brokers
Estate Planners
Financial Advisors (CPAs, CFPs, etc)
Municipalities
I also want to highlight leaders who are making a difference beyond the deal. Huge respect to Olympians
@idlette & Charles Johnson Jr. for the work they’re doing to boost financial literacy among young adults, especially athletes. Empowering the next generation with money smarts is a mission I applaud. Looking forward to exploring how we can work in tandem.
Big thanks to Neil Greene of
@JABOYProduction &
@TheCoachJimmy of WellCrafted Story for giving me a platform at this summit. Your support & hard work made this event a success.
I’m equally excited about what’s next. Looking forward to working with Raniero Gimeno, MBA, AIF® of Inspira Financial to expand our reach through their qualified self-directed IRA platform. Together, we’ll make alternative investments like these more accessible to investors who truly get it.
Shout-out to Jack Hollander, Gabby Woodworth, Charles Sachs, CFA, CFP®, Brian Armstrong, Justine Avoudikpon, & so many others who made this summit one for the books. Each of you brought something unique to the table. It’s clear why you’re all leaders in your fields.
A special thank you to
@CBULLEnterprise for connecting me with valuable networks that have real impact potential. You exemplify the power of making the right introductions, the kind that spark opportunities & change lives.
Looking forward to continuing all of our conversations.
For anyone interested in learning more about deeded mineral rights & how their cashflow & tax advantages can help you or your clients, give me a call or shoot me an email or a text.
Key Real Estate Consulting
📧 mgmt@keyrealestateconsulting.com
📞 (214) 998-8198
JABOY Sports & Entertainment Group
#1031Exchange #1031Exchanges
#SelfDirectedIRA #SelfDirectedIRAs
#SDIRA #Solo401k
#MineralRights