Deal Flow for Investment Funds Course

I Will Teach You How to Invest Like the Uber-Wealthy.

When I first started investing, I mistakenly believed the only investment options available to me was the stock market. 

As a tax attorney, I knew real estate investing was the most tax efficient investment you could make.

I read book after book on how to start your own real estate business. But the idea of managing properties myself just never seemed that appealing to me. 

I spent hours and hours modeling out various properties on the market that caught my attention. But the numbers just never seemed to make it worth it, even when you factored in a low-cost mortgage. 

So, I kicked the idea of real estate investing to the side and continued to focus on building a business. 

Back when I had my corporate job, I used to be the tax advisor to some of the world’s largest hedge funds and private equity shops. But never in a million years did I imagine I could invest in these same funds I was advising. 

Lucky for me, I was fortunate enough to find a mentor who opened my eyes to the world of alternative investments. More importantly, he explained to me that I could invest in these funds too. 

 

You see, as a woman, I just never felt like I had a seat at the table for these 

 

What the Course Covers

The course is broken down into the following modules: 

 

 

The total run time for the course is. 

You can take the course at your own pace and revisit any modules as much as you want. 

Frequently Asked Questions

Who Should Take This Course?

This course should only be taken by individuals who have reached accredited investor status. 

If you are not an accredited investor, the content of this course will not be relevant to you. 

You should have a basic level of understanding about investment funds before taking this course. 

What is a Basic Level of Understanding About Investment Funds?

You should know generally what investment funds are. 

This should not be your first time hearing about real estate funds or private equity investing. 

You should understand basic financial concepts such as: what investment funds are, what real estate investing involves, and understand the meaning of alternative investments. 

Will New Content Be Added to the Course in the Future?

By purchasing the course, you will have lifetime access to this course. That includes any future updates made to the course. 

I will update or modify existing modules if there are any law changes or developments that would be relevant. 

There will also occasionally be updates to courses if I think there is additional material that would be relevant and based on customer feedback. 

 

What is Your Refund Policy?

There are no refunds under any circumstances.

This course is a digital product.

When you make a purchase, you have effectively used the product. Therefore, please be careful before making a purchase. 

Do You Offer Discounts?

No.

Who Should Take The Course?

The course is best for individuals who are accredited investors and have material investments. 

⚠️ This course is not recommended for the following people: 

  • Beginners to investing

  • People who have credit card debt, student loans, or other forms of bad debt 

  • Those who lack discipline and the ability to make long-term investments

  • People who use financial advisors to manager their investments

What Is The Investment To Take The Course?

If you want to build wealth and achieve financial freedom, this will be the best investment you will ever make. 

Top Takeaways You Will Get From The Course

1

How the Buy, Borrow, Die tax strategy works and the key benefits

2

Understanding of how billionaires use this strategy to pay minimal taxes

3

How you can use this strategy yourself to build wealth and pay little to no tax

4

Detailed model that can help you implement Buy, Borrow, Die yourself

What The Course Covers

The course provides a detailed overview of the most important tax strategy – Buy, Borrow, Die. 

The course contains over 2.5 hours of content covering these topics in detail:

  • Overview of how the Buy, Borrow, Die tax strategy works
  • Explanation of how billionaires like Jeff Bezos and Elon Musk use the strategy to make billions while paying little to no taxes
  • The ins and outs of SBLOCs and how to borrow against your stocks and bonds to increase returns
  • How to use the strategy with your business 
  • How you can use the strategy with real estate investments 

 

You will also have access to a detailed model that can help you implement Buy, Borrow, Die yourself. 

Who Should Take The Course?

The course is best for individuals who are accredited investors and have material investments. 

⚠️ This course is not recommended for the following people: 

  • Beginners to investing

  • People who have credit card debt, student loans, or other forms of bad debt 

  • Those who lack discipline and the ability to make long-term investments

  • People who use financial advisors to manager their investments

What Is The Investment To Take The Course?

If you want to build wealth and achieve financial freedom, this will be the best investment you will ever make.