Based in Charlotte, NC, we began investing in multifamily real estate in 2020 at the height of the pandemic. What started as a strategy to diversify beyond traditional stocks and bonds quickly became a powerful way to build long-term wealth, create financial security, and protect our family’s future beyond our primary careers.

Financial health, education, and overall well-being have always been central to our partnership. Over the years, we have mentored and coached professionals in personal finance, investing, and wealth-building strategies. Even during periods of uncertainty, multifamily real estate has proven to be a stable, tax-advantaged asset class—offering consistent cash flow, increasing net worth, and providing a reliable hedge against inflation.

As a family-led venture, our mission is to partner with investors and stakeholders through authenticity, integrity, and service. We strive to positively impact everyone we work with—from tenants and investors to vendors and community partners. Our goal is not just to deliver strong returns, but to build meaningful relationships, improve neighborhoods, and create opportunities for shared growth. For us, investing is not transactional—it is a long-term, symbiotic partnership.

Originally from the Greater Toronto and Southern Ontario region of Canada, our backgrounds span healthcare, banking, and personal finance, giving us a unique foundation to guide others toward financial independence through real estate.