Real Estate Investors: Make +$305k in 7 Days with Tax & Legal Wizardry

2,000 clients and counting. Prevent lawsuits, accelerate wealth, and save 5-figures on taxes this year. Watch the video, then book a call:

GET A PRICE

Submit This Form To GET A PRICE

We've Protected +$1.2 Billion For +2,000 Real Estate Investors Nationwide

How Paige went from losing $20 million to $150 million in total transactions

Paige Panzarello

The Cashflow Chick

Start Date
2016

Results
$150MM in total transactions

Location
California

Investments
Fix-and-Flip, JV Deals, Non-Performing Notes

Defense
Delaware Statutory Trust

GET A PRICE

How Daniel 3x'd his portfolio and business while paying $0 in taxes

Daniel Ramsey

My OutDesk

Start Date
2019

Results
3x’d portfolio and business while paying $0 in taxes

Location
California

Investments
Residential & Commercial, Buy-And-Hold, Fix-And-Flip, Development

Defense
Delaware Statutory Trust

GET A PRICE

How Scott Scaled His Vacation Rental Business From 4 Units To 40

Scott Sutherland

Reality Stake

Start Date
2017

Results
Went from 4 to 40 single family homes

Location
Texas

Strategy
Short & Long Term Vacation Rentals

Defense
Series LLC

GET A PRICE

How A Firefighter Adds 2-3 Properties A Year And Teaches His Kids Real Estate

Sean Kiess

Firefighter, KC Investments

Start Date
2018

Results
2-3 new properties each year and raising his kids in the business for supported, generational wealth

Location
Ohio

Investments
Fix-and-Flip, Buy-and-Hold

Defense
Series LLC

GET A PRICE

How Dixon Buys 1-2 Properties A Year And Got His Whole Family Into Real Estate

Dixon Kirkland

Real Estate Investor

Start Date
2018

Results
Buys 1-2 properties per year with his sisters, brother, parents, and other family members

Location
Michigan

Investments
Buy-and-Hold

Defense
Series LLC

GET A PRICE

How Chris Started His Real Estate Investing Off On The Right Foot

QUOTE

Working with Royal Legal Solutions was easy all around. It wasn't that expensive, it was very straightforward, and your team would handle all the details for me. You laid out what needed to happen, what your process was, and made it simple. I'd recommend you 10 out of 10, and I've already recommended you to friends and family as well as on Bigger Pockets.

Christopher's Story

Despite being interested in real estate investing for years, Chris had never been able to move beyond his fear. Fear of the unknown. He got complacent in a W2 job but eventually realized he needed to dive in and take action. He was able to get started thanks to online education. He knew he wanted to do things the right way and started listening to podcasts. That’s when he discovered Royal Legal Solutions. He immediately knew the expertise and access to support was a win-win solution.

Christopher Pound

Phrish Holdings

Start Date
2018

Timeline
3.5 months

Investments
Buy-And-Hold, Turnkey Process

Defense
Series LLC, Estate Plan

GET A PRICE

Charles Attained Peace Of Mind To Scale His Business Safely With Partners

QUOTE

We wanted to gain asset protection and anonymity along the way as we would grow and plan to scale our business. I really had no knowledge of LLC formations and all of the background to it. The improvements that I've seen is gaining great foundation for my business structure. It has helped simplify things along with just knowing which route. The biggest thing is peace of mind that's been provided with knowing I’ve got some asset protection. It's been very smooth. Any questions we have have been answered in detail and really no stone left unturned. I'd absolutely recommend you guys to anybody I know. I feel that the value provided and trustworthiness here is worth sharing.

Charles's Story

Charles is a buy-and-hold investor with both long and short-term rentals who had an opportunity to grow his business with partners. He knew that meant that it was time to get protected but he wasn't sure how. After connecting with Jason on Bigger Pockets, Charles was ready to learn more. Now he has his foundation and business structure in place to protect his assets. This simplified his life and gave him peace of mind that he could safely scale. Charles appreciated the relatability, responsiveness, thoroughness, and trustworthiness he experienced while working with Royal Legal Solutions.

Charles Sherman

Real Estate Investor

Start Date
2022

Timeline
2 months

Investments
Buy-And-Hold, Single Family Homes, Multi-Family, Commercial

Defense
LLC, Series LLC

GET A PRICE

Cheryl Got Protected Allowing Her To Focus On Running Her Business Without Worry

QUOTE

Our real estate goal obviously is to be financially free. We started our journey back in May 2022. We got our first property out in Texas, a short-term rental ... I didn't want our personal assets and our business assets tied together ... to protect myself and my husband ... Our wills for my husband, our trust, our joint trust, our living trust that we were able to accomplish that on top of getting our EIN number with starting up our LLC and then doing the DST ... I would say 100% it's improved life drastically ... And now that gives me an alleviation of that stress and that burden of worrying ... having the consultation, you guys were very fast with emails when I had questions before even signing up. I really like the communication which is why we decided to go with you guys.

Cheryl's Story

Cheryl and her husband had just begun their real estate investing journey as a step towards achieving financial freedom. Realizing that their personal information was discoverable by searching their property address, they knew they needed to get protected. Initially, Cheryl intended on setting up an LLC but learned that she could also achieve anonymity by layering a DST. Having her structure in place alleviated the burden of worry and gave Cheryl confidence. Now as they add new assets, she and her husband know how to layer them into their asset protection. Working with Royal Legal Solutions, Cheryl was very pleased with the communication, how smoothly things went, and fast turnaround time.

Cheryl Friera

Real Estate Investor

Start Date
2022

Timeline
3.5 months

Investments
Buy-And-Hold Short-Term Rental

Defense
LLC, DST, Estate Plan

GET A PRICE

Scott Determined The Right Asset Protection Structure For California Residents

QUOTE

I've been actively investing in single family long term buy and hold real estate since 2018. We primarily buy in the Midwest. So Tennessee, Missouri. Prior to working with Royal Legal, we were loosely implementing the traditional hub and spoke model with a possible holding company. But because I live in California and because the Franchise Tax Board reserves the right to charge $800 a year per LLC, I decided against it. Ultimately the goal I was trying to solve was being able to expand my real estate portfolio without expanding my cost basis and also to minimize the complexity and to really make it more efficient from a management and administrative perspective. And then also, by the way, another problem that I had and wanted to solve was, we needed to update our living wills, trusts, etc. for my wife and I and her family. I settled on Royal Legal just because it just seemed like this was something that you all knew a lot about and made it simple for me. And I'm happy I did. So the the living wills, the trusts as well as the Delaware statutory trusts and all the land trust options, all of that you were able to help me with. You were just very easy to work with, very easy to schedule appointments with and just made it real simple. I recommend you guys all the time.

Scott's Story

Scott is a California resident who has been investing in real estate for 4-5 years. He was looking for an easier to manage asset protection model that would not be expensive or administratively challenging. Through an investor community Scott belongs to, he learned about Royal Legal Solutions. We were able to set up the right structure for Scott that simplified his business while lowering costs. He was pleased to be working with us and also updated his estate plan. Scott was happy to resolve his problem and found the entire process to be very easy.

Scott Lange

Real Estate Investor

Start Date
July 2022

Timeline
7 weeks

Investments
Buy-And-Hold Single Family Rentals

Defense
DST, Traditional LLC w/Anonymity, Estate Plan

GET A PRICE

How Diego Achieved Anonymity And A Full Coverage "Firewall" From Liability

QUOTE

My real estate journey started somewhat as an accident. I moved out of Boston and I kept my condo there as a rental. As we grew the portfolio, I quickly realized that my position as an investor was a lot more risky. We had we wanted to have, you know, obviously some kind of a firewall between us and the different properties. So we wanted to be able to be anonymous as well, and we wanted to be fully covered kind of from a liability standpoint. Working with Royal Legal Solutions was great for us ... I think we really hit every checkbox that we were looking for to get to that point and so the areas that we feel really have, or at least for us, have improved really. Number one is to have the partnership of, you know, the we have kind of the family practice agreement with Royal Legal Solutions. So I, I feel like I have somebody to reach out to if I have a question that I that I need some answer on from a legal standpoint ... The other thing that the impact is, you know, obviously, you know, we sleep better at night, right, knowing that we have the right structure for the different real estate investments that we have out there. I think if you're a real estate investor and you have properties and you're not protected, I would highly recommend working with Royal Legal Service for what they bring into the market and then the knowledge they have when it comes to investors in general.

Diego's Story

Diego fell into real estate investing in around 2005 by chance and over the years built his portfolio of investments. He soon recognized that without any asset protection in place, he was in a risky postion. Through speaking with Royal Legal Solutions, Diego was shown the best plan and structures for his situation. Armed with that knowledge, he gained the confidence to move forward in creating a "firewall" that eliminated his risk. Diego sleeps better at night in knowing that through Royal Legal Solutions he the right structures in place and a team of experts that have his back. If you have properties that are not protected, Diego highly recommends working with Royal Legal Solutions.

Diego Briceno

Real Estate Investor

Start Date
March 2021

Timeline
2 months

Investments
Condominiums, Short-Term Rentals, Medium-Term Rentals, Long-Term Rentals

Defense
Series LLC, Traditional LLC w/Anonymity, Estate Plan

GET A PRICE

How Chris Sleeps Better Knowing His Asset Protection Is Set-Up Correctly

QUOTE

Initially, I was thinking "I have insurance, I'll be ok." But then I was listening to a podcast and learned about the different things that could happen scared my pants off, so that's when I reached out to RLS.

The biggest benefit of working with Royal Legal Solutions is peace of mind and being able to sleep at night. There is such a variety of things that can happen. If you buy a property with mold or something you have no control over, you could be slapped with a lawsuit. You could jump in the car and something that could happen that isn't even your fault and you could get sued.

Chris's Story

Chris is now able to sleep well at night knowing that RLS has helped him set up asset protection. Once he had identified his objectives and goals that Royal Legal would help him with everything was streamlined, quick, and easy. The RLS team has been very responsive and professional and has been able to answer all of his questions quickly. Chris thinks that the access and the ability to reach out whenever you need it is invaluable for him.

Chris Tubbs

IT Systems Analyst

Start Date
2018

Timeline
6 weeks

Investments
Buy-and-Hold - 4 Plex

Defense
Series LLC, LLC, Estate Plan

GET A PRICE

How Ryan Is Modelling Long Term Thinking With Local Real Estate Investors

QUOTE

Some of the clients I work with don't have any idea how to get rich other than winning the lottery or winning a lawsuit. So it dawned on me that if we're hard to find, we'd be in a better place. I needed an Estate Plan, I needed something more flexible, and it was easy to throw everything in one bucket. When I asked other people questions, they couldn't answer very well. With you, a lot of the questions I asked I got a simple answer. That put me over the edge. You were at a good price and getting access to quite a bit more. The price and the strategy were the best options.

A lot of guys are scared to spend money on something that doesn't buy them a house. But they are starting to see that as they get a family and have other things going on, they realize they need to put protection in place and they don't know how to do it themselves. If you're building any kind of real estate base, it's a lot easier to start out right than to have to unwind it and put it back together, or discover all the things you missed out on and wasted that you could have been using all along. Man, if I had done this in the beginning, I could have saved money and helped me not waste too much time.

Ryan's Story

Ryan knew he wasn’t going to be able to get everything up and running on his own at the speed he wanted. And he was skeptical of other providers, it always felt like they were using a cookie-cutter approach that wasn’t sophisticated enough for his needs. That’s why he turned to Royal Legal Solutions. He still remembers saying, "Oh yeah, this makes a lot of sense … this is exactly what I’m looking for.” He feels confident now because he has everything he needs to make a plan and his questions get answered.

Ryan Buckley

Real Estate Investor

Start Date
2019

Timeline
1 Month

Investments
Buy-and-Hold - 14 Cashflow Rentals, Partnership With 20 Doors

Defense
Series LLC, LLC, Estate Plan, Solo 401(k)

GET A PRICE

How David Protects Himself And Avoids Tax As A California Investor

QUOTE

Being a California investor, I was searching for a solution that eventually I found was a Royal Legal Solution. I was scouring the internet for weeks to find a solution to create a Series LLC without paying through the nose. All my searches kept bringing me back to a guy called Scott Smith talking about a Delaware Statutory Trust. That was the solution I was looking for. It allowed me to cash flow instead of diverting it into franchise tax fees in CA. It allowed me to continue to invest instead of being in the red.

Royal Legal has really surpassed expectations. From the very first call, I don't know how many emails and questions I've sent over from really small questions to really nagging matters, and they've responded usually in a few hours or at least within 24 hours.

David's Story

Royal Legal has really simplified the process for David. Royal Legal helped David set up a DST and it has allowed him to concentrate on other matters. The Royal Legal team has always been quick to answer any of his questions and David thinks the team is wonderful. He can now focus more time on his business and family.

David Lai

Real Estate Investor

Start Date
2019

Timeline
2 Months

Investments
Buy-and-Hold - Cashflow Rentals

Defense
Delaware Statutory Trust, LLC, Estate Plan

GET A PRICE

How Brian Is Protecting His Real Estate Legacy From Beyond The Grave

QUOTE

The most valuable part has been the customer service. I get immediate access to your people and resources. The communication and response time is immediate. You're managing all my trusts that own the assets and I don't have to worry about that - you keep them updated when they need to be. I also like that we do annual calls so you can review where I'm at in my investments and my progress.

I'd definitely refer you to anyone who is investing in real estate and need a good entity structure for asset protection. Definitely a 10. But even anyone who is looking for help with their will and estate. I'd highly recommend you guys, you've been great.

Brian's Story

Brian was looking for another avenue for preparing for retirement and he started investing in real estate. He heard about Royal Legal Solutions on a podcast talking about having a more structured entity setup and it caught Brian's interest. Royal Legal also helped him with estate planning and setting up a will. Working with Royal Legal has given Brian peace of mind.

Brian Dvorak

Real Estate Investor

Start Date
2018

Timeline
1 Month

Investments
Buy-and-Hold

Defense
Delaware Statutory Trust, Estate Plan

GET A PRICE

How Tanner Went From Trying To Piece It All Together To Peace Of Mind

QUOTE

I loved the concept of anonymity. I was holding in my personal name and I had an LLC. I was getting the pieces together, but I wasn't quite sure how to do it correctly.

You can try to piece things together yourself or even work with another attorney who doesn't specialize in real estate but for me, I've found it's best to not mess with the important components of your business and just work with professionals who really know what they're doing.

Tanner's Story

Tanner first found out about Royal Legal Solutions via podcasts and he decided to do more research. He tried to piece things together himself but lacked knowledge so he decided to work with real estate specific experts. He now feels protected working with Royal Legal Solutions.

Tanner Landry

The Landry's Buy Houses

Start Date
2018

Timeline
1 Month

Investments
Buy-and-Hold, Wholesaling

Defense
Series LLC

GET A PRICE

How Contance Is Continuing Her Family's Legacy Of Buy-And-Hold Investing

QUOTE

I'm a long-term buy-and-hold investor, and I come from a very long line of buy-and-hold investors... I'm truly grateful to Scott and the whole group. This guy is a one-stop solution for everything. I really liked how he put it all together... I had some elements in place, but I was out of touch with current trends in tax and legal... I believe Scott has built an entire ecosystem... Now I don't need to go to a bunch of different providers - it's all in one place. And it's not that just all the services are in one place, but they are offering free education... To me, the educational component is what brought me in and what is going to keep me here... The result of this has re-energized me... I'm so grateful to have come across this group... I'd recommend you 110%, I've already recommended you to several people... It will transform your life for the better. End of story.

Constance's Story

Constance comes from a long line of real estate investors. She became aware of asset protection and set up a series LLC. She is building a castle and a legacy for her heirs. Constance thinks that the educational component is what attracted her and will keep her in the RLS community. She is grateful and feels re-energized since she joined RLS.

Constance Finch

Director of Accounting & Treasury

Start Date
2022

Investments
Long Term Buy-And-Hold

GET A PRICE

Gilbert Leveled Up His Education With Weekly Group Mentoring

QUOTE

Looking back at it all, I really like what has been done and what has been coming forward with the weekly advisor meetings because we get to learn a lot not only from RLS but from other investors as well.

You're going to spend the money out there anyway forming an entity and running your business, so you might as well get a team of folks who can help you do this. You're not going to spend that much more money. The price and the structure is pretty reasonable under RLS.

Gilbert's Story

Gilbert just started out in real estate and he is not making any profits yet. He is in a partnership with 4 others. They then found out about RLS and we helped them form their company and protect their assets. They then started looking for a property to buy and they found one. At first, it was difficult to get an answer to his questions from Royal Legal Solutions but now he really enjoys the weekly meetings where he can get his questions answered.

Gilbert Guerra

G.L.Guerra Consulting, LLC

Start Date
2020

Timeline
1 Month

Investments
Fix-and-Flip

Defense
Series LLC, LLC

GET A PRICE

How The One Stop Shop Helped Chris With His Out Of State Properties

QUOTE

Since 2010 I started my own real estate company. Predominantly I'm a landlord and on the finance side, I do fix-and-flips. What caught my eye was the novel approach toward entity structure, specifically the Delaware Statutory Trust. How they use it is very intriguing. I like how creative and aggressive they are, and aggressive in a good way. 100% legal.

If you want concierge service and want everything taken care of in one place, which is a huge benefit, I would have zero problems recommending Royal Legal Solutions.

Chris's Story

Chris is an experienced real estate investor. He is a part of the Royal Legal Solutions community and he feels like RLS is a very professional organization who are very knowledgeable. He thinks that for the right person, the one-stop shop is really attractive. He enjoys teaching and helping others out in the weekly meetings.

Chris Weiler

Real Estate Investor

Investments
Buy-and-Hold, Fix-and-Flip

GET A PRICE

How Axel Is Preparing For A Secure Retirement

Scott came into my life through a podcast and then I learned about his company Royal Legal Solutions. I got to understand how important liability protection and anonymity are and discovered the path to creating a protected entity portfolio. I am grateful for the help I received, I look forward to keeping working with Scott and his team and encourage anybody reading these lines to take a closer look at Scott's Freedom Temple.

Axel Meierhoefer

PhD, Side Hustle

Start Date
2022

Timeline
1 Months

Investments
Single Family (1-4 Units), 9 Properties, Looking To Retire

Defense
Delaware Statutory Trust, Estate Plan

GET A PRICE

How Maria Is Building A Cashflow Business With Real Estate Rentals

QUOTE

We're just getting started... For me, it's about getting all the legal stuff set up and we're just starting to engage with the tax people. I don't want to do that stuff myself. I just want to focus on buying the properties and don't want to worry about filing the taxes on time or worrying about the legal ramifications... I went out and looked for the best way to set this all up and I couldn't have done it myself. It just made me feel comfortable like here's a place where they know all about this stuff and they have good people in here. I feel like I can reach out at any time and get answers so fast. I love that.

I was searching for something like a one-stop shop... I talked to several companies. I felt like finding houses isn't the hard part. The legal and tax stuff is what I really needed help with, and that's what Royal Legal has to offer... The weekly meetings makes me feel really in touch...I definitely would recommend you.

Maria's Story

Maria is new to real estate and has just started to make money on her investments. Her plan is to have a cashflow moving into retirement. She found out about Royal Legal Solutions and felt comfortable with all the services in one place. The weekly meetings have made her feel more connected to what she is doing. She feels like she has a team.

Maria Spicer

Business Analysis

Start Date
2021

Timeline
2.5 Months

Investments
Rental, Cashflow

Defense
Series LLC, LLC, Estate Plan

GET A PRICE

How Leah Is Taking Control Of Her Financial Future By Turning To Real Estate

QUOTE

Having a financial background, my first priority was making sure I had things set up properly in the legal spectrum and I'd only want to work with an attorney group that had specific experience and particularly if the attorneys themselves were investors... Royal Legal is the team I'd go to. I see clients of theirs very involved in weekly seminars. The group has been a lifeline as I'm transitioning from W2 to doing things on my own... I'd recommend Royal Legal 10 of 10. It's a very impressive group of people.

Leah's Story

Leah is looking to leave her job on Wall Street and take direct control of her financial future through real estate investing. She has been enjoying working with Royal Legal Solutions and learning from our Group Mentorship program and real estate investor community.

Leah Matsil

9-To-5

GET A PRICE

How Shiyu Found Personalized Asset Protection Without Spending A Fortune

I came to know about Scott and his firm through some online blog posts and a podcast. After talking to them, they came across as professional and very knowledgeable about entity structuring, especially around real estate, and I decided to hire them for some of my needs in forming LLCs and trusts.

Unlike many of the "entity-mills" online that just sells a standard PDF document, they were focused on personal situations, tried to understand one's current portfolio and where one might go next, and provided personalized recommendations as a result of that, without costing an arm and a leg. I would recommend Scott and RLS to investors who are looking into setting up formal entity structures.

Shiyu Zhao

9-to-5

Start Date
2019

Timeline
3 Months

Investments
Single Family (1-4 Units), 6 Properties

Defense
Delaware Statutory Trust, LLC

GET A PRICE

How Edwin Discovered The Series LLC

I came across Scott from the Bigger Pockets Podcast. During his interview, he explained what a Series LLC and its great benefits it offers for asset protection. I reached out to his firm and talked to one of his team members. During that time I was in the works of potentially purchasing a new property with one of my partners. Any other property I purchase I will be reaching out to Scott's team to create my new structure!

Edwin Fisher

9-to-5

Investments
Single Family (1-4 units), 1 Property, Wants 10 Properties By 2023

GET A PRICE

How Kenneth Got Educated About Asset Protection

Kenneth Blacow

9-to-5

Start Date
2018

Investments
Single Family (1-4 Units), 2 Properties

GET A PRICE

How Alex Protected His +30 Door Portfolio

Scott was recommended through a Bigger Pockets blog post. After researching his company and receiving my consultation, I felt Scott and his company would do a great job protecting our assets. We currently own over 30 doors and he has set up Series LLCs for all of them. I was extremely satisfied with his work.

Alex Tomek

J West Properties

Start Date
2018

Timeline
2 Months

Investments
Single Family (1-4 Units)

Defense
Series LLC, LLC

GET A PRICE

How Brandon Eliminated His Rental Portfolio's Weaknesses

Scott's team was able to identify my rental portfolio's weaknesses and create a personal plan to protect my assets! His assistant has been very knowledgeable in the asset protection field and has gone out of her way to explain the gritty details. It has been a joy working with Scott and I plan to utilize a Series LLC under his team's guidance.

Brandon Melendez

9-to-5

Start Date
2019

Timeline
2 Months

Investments
Single Family (1-4 units), 2 Properties

Defense
Series LLC, LLC

GET A PRICE

Why Brendon Chose Royal Legal After Evaluating Six Other Firms

As a real estate investor and housing provider in California looking for asset protection, it was important to find someone who really knew real estate investors and the unique challenges of my business. After evaluating six law firms focusing on asset protection, I selected Scott's as the best solution to create an asset protection structure for my business.

Brendon Woirhaye

470rent

Start Date
2019

Timeline
2 Months

Investments
Single Family (1-4 Units), 9 Properties

Defense
Delaware Statutory Trust, LLC

GET A PRICE

Scott Smith, Esq.

Hi there, my name is Scott Smith. I'm a former litigator that now helps real estate investors protect their ass-ets. I am personally and currently invested in every type of real estate assets class (single family, multi-family, commercial, syndication, land, and notes).

2006

Bachelors, Hillsdale College

2012

Doctor of Law (J.D.), Albany Law School

2013

Litigation attorney suing insurance companies up through Appellate Court

2014

Founded Royal Legal Solutions

Since 2014, I've built a nationwide team of 30 — including 4 attorneys, 8 paralegals, CPA/MBA/CFO, insurance agents, and investing specialists — and we protect +$1.2 billion in assets for over 2,000 real estate investors nationwide

Let Me Introduce Myself

For those of you who don't know me, my name is Scott Smith and I'm the founder and CEO of Royal Legal Solutions. But I'm also a real estate investor, just like you. I've spent a ton of time figuring out how to protect my hard earned wealth and I want to share what I know in case it can help you too. Here's my track record:

2003

After high school I spent a year touring Mexico. I discovered my Spanish needed work after asking an old lady on the bus if I could “make love” to her handbag. Oops!

2006

I got my Bachelors at 20 and started tutoring. Before long I was making $1000/wk on 12 hours of work, so I studied investing in my free time. Within a year I had started my portfolio and paid off all my student debt.

2007

Next, I decided to shake things up and become a professional cage fighter while becoming a certified Montessori School teacher - I had a blast teaching Cosmology.

2012

Then I got a full scholarship to Albany Law School where I got my Doctor of Law (J.D.) in Litigation. During school I bought, rehabbed, & flipped a car repair shop for the back taxes and graduated debt free. This is where I fell in love with real estate.

2013

My first job was suing major insurance companies for high dollar claims. Apparently they like to collect premiums then deny coverage when things get expensive.

2014

I continued to invest and ended up making more money from real estate than my law job, so I quit and went on to get my first 10 single family homes. As my portfolio grew, so did my problems. All I wanted was fun adventures, but nobody could help me automate my "passive" business.

2015

Eventually I decided to solve the problem myself. I spent a year researching company structuring, bookkeeping, protection, tax planning, insurance, and more. By the time I finished, I had incredible peace of mind that I was doing things correctly.

2016

An unexpected side benefit was it made everything easier, and I quickly went from 10 properties to 20, then 30…all without ever having to fix my structure.

2017

I started sharing my ideas and landed a Bigger Pockets podcast. Within 9 months we had scaled from a solo practice firm to $2 million in revenue with no funding.

2022

My solution worked better than ever. Now we've helped over 2,000 real estate investors protect over $1.2 billion in assets in all 50 states.