We specialize in deal structures that often overlook essential aspects such as creative finance, the Morby Method, business acquisition, and private capital consulting. In the 6 months since John and Loa became partners, the team has secured over $22M in purchase contracts awaiting close, ranging from multifamily properties to business buyouts, all while aiming to maximize value and minimize risk for our partners on their journey to financial freedom through real estate investment.
Our approach is built around the Portfolio.Ai Fund, an exclusive vehicle designed for business acquisition and commercial real estate investment through advanced creative finance structures. We will utilize the fund's capital as bridge financing to quickly close cash acquisitions with these creative structures, stabilize and grow operations, and then refinance into long-term debt (such as SBA loans) within 8 to 12 months. This strategy enables our investors to participate in high-yield opportunities (24%-32%), benefit from institutional-level underwriting, and achieve financial freedom through substantial returns while our team manages all the heavy lifting, from sourcing deals to exit.
Excellence is non-negotiable in our pursuit of business acquisition. We stand behind every deal, every partnership, and every strategy we recommend. From your first conversation with our team to your first cash-flowing asset through real estate investment (and beyond), we measure our success by the results we deliver and by the relationships we build that lead to financial freedom.
We believe that anyone can achieve generational wealth through effective business acquisition strategies and the right support. Our vision is to make creative investing, including real estate investment, business ownership, and financial freedom accessible for all, one deal at a time.
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