Consultation Confirmed

You've taken the first step toward converting tax liability into real estate equity. Patrick's team will review your situation and present qualified investment opportunities.

What Happens on the Call

Review your current tax situation and annual liability

Analyze your qualification for real estate tax strategies

Discuss available investment opportunities (if qualified)

Project potential tax savings and cashflow from direct ownership

Outline next steps if there's a mutual fit

How to Prepare for Maximum Value

Have your most recent tax return ready.

We'll need to see your W-2 income, current deductions, and effective tax rate to project accurate savings.

Know your approximate annual tax liability.

If you're paying $50K+/year in taxes, you're likely an ideal candidate for this strategy.

Think about your investment timeline.

Are you looking to deploy capital this quarter? This year? Understanding urgency helps us prioritize opportunities.

List any questions or concerns

This is your opportunity to understand exactly how the strategy works and whether it aligns with your goals.

Hear From Our Clients

Physicians, executives, and business owners leveraging private real estate for tax efficiency and portfolio diversification.

I was facing a $300K tax bill and didn't know what to do. Patrick's team structured a deal that eliminated my entire tax burden while generating $4,000 monthly in passive income. This changed everything.
Miles M.
As a physician, I make great income but was losing half to taxes. Patrick's system helped me legally reduce my tax bill by $150K annually. The team handled everything—I just approved the deals.
Dr. Sarah K.
Went from $1,000 to $10,000 monthly passive income in 14 months. Patrick's team found the properties, structured the financing, and managed everything. I just collect rent checks.
Eric A.
Patrick personally guided me through my first $2.3M deal. His team handled the complexity while I focused on my business. Now I'm building a real estate portfolio on autopilot.
James T.
I scaled from 50 units to over 200 units in 18 months using Patrick's system. Eventually quit my corporate job to invest full-time. Best decision I ever made.
Arnold B.
First-time investor with no experience. Patrick's team found me a duplex, structured the financing, and set up management. Now I live for free while my tenant pays my mortgage.
Mary A.

First-time investor with no experience. Patrick's team found me a duplex, structured the financing, and set up management. Now I live for free while my tenant pays my mortgage.
Mary A.
I scaled from 50 units to over 200 units in 18 months using Patrick's system. Eventually quit my corporate job to invest full-time. Best decision I ever made.
Arnold B.
Patrick personally guided me through my first $2.3M deal. His team handled the complexity while I focused on my business. Now I'm building a real estate portfolio on autopilot.
James T.
Went from $1,000 to $10,000 monthly passive income in 14 months. Patrick's team found the properties, structured the financing, and managed everything. I just collect rent checks.
Eric A.
As a physician, I make great income but was losing half to taxes. Patrick's system helped me legally reduce my tax bill by $150K annually. The team handled everything—I just approved the deals.
Dr. Sarah K.
I was facing a $300K tax bill and didn't know what to do. Patrick's team structured a deal that eliminated my entire tax burden while generating $4,000 monthly in passive income. This changed everything.
Miles M.

I was facing a $300K tax bill and didn't know what to do. Patrick's team structured a deal that eliminated my entire tax burden while generating $4,000 monthly in passive income. This changed everything.
Miles M.
As a physician, I make great income but was losing half to taxes. Patrick's system helped me legally reduce my tax bill by $150K annually. The team handled everything—I just approved the deals.
Dr. Sarah K.
Went from $1,000 to $10,000 monthly passive income in 14 months. Patrick's team found the properties, structured the financing, and managed everything. I just collect rent checks.
Eric A.
Patrick personally guided me through my first $2.3M deal. His team handled the complexity while I focused on my business. Now I'm building a real estate portfolio on autopilot.
James T.
I scaled from 50 units to over 200 units in 18 months using Patrick's system. Eventually quit my corporate job to invest full-time. Best decision I ever made.
Arnold B.
First-time investor with no experience. Patrick's team found me a duplex, structured the financing, and set up management. Now I live for free while my tenant pays my mortgage.
Mary A.
I was facing a $300K tax bill and didn't know what to do. Patrick's team structured a deal that eliminated my entire tax burden while generating $4,000 monthly in passive income. This changed everything.
Miles M.
As a physician, I make great income but was losing half to taxes. Patrick's system helped me legally reduce my tax bill by $150K annually. The team handled everything—I just approved the deals.
Dr. Sarah K.
Went from $1,000 to $10,000 monthly passive income in 14 months. Patrick's team found the properties, structured the financing, and managed everything. I just collect rent checks.
Eric A.
Patrick personally guided me through my first $2.3M deal. His team handled the complexity while I focused on my business. Now I'm building a real estate portfolio on autopilot.
James T.
I scaled from 50 units to over 200 units in 18 months using Patrick's system. Eventually quit my corporate job to invest full-time. Best decision I ever made.
Arnold B.
First-time investor with no experience. Patrick's team found me a duplex, structured the financing, and set up management. Now I live for free while my tenant pays my mortgage.
Mary A.
I was facing a $300K tax bill and didn't know what to do. Patrick's team structured a deal that eliminated my entire tax burden while generating $4,000 monthly in passive income. This changed everything.
Miles M.
As a physician, I make great income but was losing half to taxes. Patrick's system helped me legally reduce my tax bill by $150K annually. The team handled everything—I just approved the deals.
Dr. Sarah K.
Went from $1,000 to $10,000 monthly passive income in 14 months. Patrick's team found the properties, structured the financing, and managed everything. I just collect rent checks.
Eric A.
Patrick personally guided me through my first $2.3M deal. His team handled the complexity while I focused on my business. Now I'm building a real estate portfolio on autopilot.
James T.
I scaled from 50 units to over 200 units in 18 months using Patrick's system. Eventually quit my corporate job to invest full-time. Best decision I ever made.
Arnold B.
First-time investor with no experience. Patrick's team found me a duplex, structured the financing, and set up management. Now I live for free while my tenant pays my mortgage.
Mary A.
I was facing a $300K tax bill and didn't know what to do. Patrick's team structured a deal that eliminated my entire tax burden while generating $4,000 monthly in passive income. This changed everything.
Miles M.
As a physician, I make great income but was losing half to taxes. Patrick's system helped me legally reduce my tax bill by $150K annually. The team handled everything—I just approved the deals.
Dr. Sarah K.
Went from $1,000 to $10,000 monthly passive income in 14 months. Patrick's team found the properties, structured the financing, and managed everything. I just collect rent checks.
Eric A.
Patrick personally guided me through my first $2.3M deal. His team handled the complexity while I focused on my business. Now I'm building a real estate portfolio on autopilot.
James T.
I scaled from 50 units to over 200 units in 18 months using Patrick's system. Eventually quit my corporate job to invest full-time. Best decision I ever made.
Arnold B.
First-time investor with no experience. Patrick's team found me a duplex, structured the financing, and set up management. Now I live for free while my tenant pays my mortgage.
Mary A.