At the end of the day you can talk numbers all you want, but the real value is in establishing a close relationship with a trustworthy financial strategist over time. At my firm Boardwalk Wealth, we combine the rigor of institutional finance with hands-on systematic operational excellence born from deep local connections and psychological analysis of select target markets.

We specialize in multifamily apartment syndications as well as quick service restaurants, in addition to other alternative private investments.

For commercial real estate, we do value-add acquisitions as well as new developments, which generate above-market returns for conservative real estate investors while offering tax efficiency via deductions.

Our investment thesis can be summed up in four key drivers:

1. There should be opportunities to lower your tax burden on any profit you make from the investment, as well as legal ways to defer or wipe out capital gains taxes owed, all without actually incurring any real losses.

2. Assets should be at least partially stabilized, with the ability to cash flow.

3. There is a clear path to asset appreciation, with various levers available to “force” this appreciation.

4. We look for assets where there is a built-in political or cultural “unfair advantage”, whether through local laws that are comparatively set up in a way that facilitates more control over Net Operating Income, or via inside knowledge or connections that competitors do not have access to.

But most importantly, our investors know us as a transparent and knowledgeable team of deeply dedicated individuals who help them achieve their goals of a high net worth legacy that will last across generations.