1031 Exchange
Defer capital gains taxes by reinvesting into like-kind properties. We manage timelines, identify replacements, and coordinate with QIs.
The Purchase Protocol
Portfolio Architecture.
We identify off-market opportunities, analyze cap rates, and leverage 1031 exchanges to scale your holdings. This is where wealth compounds.
Investment Strategies
Multiple paths to portfolio growth. We match the strategy to your goals, capital, and timeline.
BRRRR Strategy
Buy, Rehab, Rent, Refinance, Repeat. Build a portfolio with limited capital through forced appreciation and equity recycling.
ADU Development
Backyard cottages, garage conversions, basement apartments. Add $1,500-$2,500/month income to existing properties.
Multi-Family
Duplexes, triple-deckers, small apartment buildings. Scale cash flow and leverage property management efficiencies.
House Hacking
Live in one unit, rent the others. Use FHA or conventional loans to enter the market with minimal down payment.
Value-Add
Underperforming assets with renovation potential. Force appreciation through strategic improvements and rent optimization.
Joint Ventures
Partner capital with expertise. Equity partnerships and syndication structures for larger acquisitions.
Off-Market Deals
Pocket listings, wholesale opportunities, and pre-market access. Beat the competition before properties hit MLS.
Full-Service Portfolio Support
Beyond acquisition — we architect every layer of your investment strategy.
Acquisition
Strategic property sourcing in Boston, Atlanta, and Houston markets.
- Off-market deal sourcing
- Cap rate & cash flow analysis
- Due diligence coordination
- Negotiation & closing
- Property management referrals
Tax Strategy
Working with Whitney Miller to maximize tax efficiency.
- Cost segregation studies
- Depreciation optimization
- 1031 exchange planning
- Entity structure optimization
- Quarterly tax projections
Protection
Entity structuring with Shirley Carrington, Esq.
- LLC formation
- Trust structuring
- Asset protection planning
- Operating agreements
- Estate integration
Markets We Serve
Massachusetts
PRIMARY MARKET
- Boston (All neighborhoods)
- Dorchester • Mattapan • Hyde Park
- Milton • Dedham • Newton
- South Shore & Cape
Rhode Island
LICENSED MARKET
- Providence
- Warwick • Cranston
- Newport
- Multi-family opportunities
Georgia
LICENSED MARKET
- Atlanta Metro
- Sandy Springs • Marietta
- Decatur • Alpharetta
- Cash flow & appreciation
Your Investment Team
A curated network of specialists to optimize every aspect of your portfolio.
Tayla Andre
Portfolio Architect
Whitney Miller
Tax Strategy
Shirley Carrington
Legal & Asset Protection
Brian McMullen
Investment Lending
Impact Investing: A.C.E.
Aging Care for Elders. We are using real estate development to reimagine independent living for seniors. Invest in a portfolio that delivers returns while solving the housing crisis for our elders. This is the "Protect" pillar made tangible.
View The MissionSearch Investment Inventory
Live MLS access across our licensed markets.
Ready to Build Your Portfolio?
Whether you're acquiring your first investment property or scaling to 10+, we have a protocol for your stage.