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What is inside

How to read it
Every asset class gets a seven-sided shape, scored 1 to 5 on effort, cash flow, liquidity, tax efficiency, growth, volatility, and risk. A bigger shape isn’t better, just a different mix. This one is multifamily value-add: low effort, strong tax benefits and growth, more risk than a debt fund.
The 8 asset classes
S&P 500 index
Self-managed rental
Self-managed Airbnb
Medical office
Debt fund
Multifamily value-add
Build-to-rent development
Oil and gas
All 8 shapes, scored the same way, are in the guide, along with which ones fit your goal.
Same seven axes. Very different shapes.

S&P 500 index

Medical office

Debt fund
Educational only. Not investment, legal, or tax advice, nor an offer of any security. Characterizations are general and vary by deal and sponsor.
I spent 20 years in aerospace: engineering wing structures, then running a $120 million program modifying military aircraft. Real estate wasn’t the plan. Burnout is what got me looking.
My first deal in 2018, a Milwaukee duplex, taught me that hope isn’t a strategy. Since then I’ve invested across 5 asset classes and more than 2,400 units, and built the framework I wish I’d had on day one. This guide is that framework. Free, no strings.
