Executive Advisory Committee

Michael Blank

Author & 

Commercial Real Estate Investor

Michael is the author of "Financial Freedom with Real Estate Investing", and  CEO of Nighthawk Equity that controls over $30M in multifamily assets has personally raised millions for 35 residential and multifamily projects. His asset management partners control over $58 million in performing multifamily assets.  

Kim Lisa Taylor, Esq.

Corporate Securities Attorney 

& Author 

 Kim is a nationally recognized corporate securities attorney and author of "How to Legally Raise Capital", and public speaker and is licensed in California and Florida. She has been the responsible attorney for more than 300 real estate securities offerings as of July 2019. Kim’s nationwide practice is focused on helping clients structure their companies and legally raise money from private investors under federal and state securities laws. She also has received the Certified Capital Raising Specialist designation from the Investment Certification Institute serves all 50 states, and she has practiced law over 17 years.  Kim is an expert in Securities Licensing Requirements for Syndicators in Regulation D, Rule 506 & Regulation A+ Securities Offerings.  Her firm creates business plans for Private Equity Funds from $5M to $100M+.

Tim Bratz

President at 

Legacy Wealth Holdings

Tim is the President at Legacy Wealth Holdings. Tim has built a portfolio of over 4,103 Multi-Family Properties worth over $350 million in 9 states. 

Brandon Hall, CPA

Real Estate CPA Specialist

National Speaker

Brandon is a Certified Public Accountant with a specialty in real estate. He is the Founder/CEO of The Real Estate CPA.  Brandon works nationally with real estate investors/syndications, and private equity funds to optimize tax positions and streamline accounting and business functions. 

He believes that real estate investing is critical to building sustainable and generational wealth. Brandon worked at Pricewaterhouse Coopers and Ernst & Young prior to launching his own CPA firm, Hall CPA PLLC (The Real Estate CPA). Through the knowledge gain by working with multi-million real estate investors/syndications, Brandon invests in multi-family properties personally and through his capital group, Naked Capital which has invested in 23 separate projects and over 2,057 units. 

Paul Moore, MBA 

Author & Engineer 

Partner at Wellings Capital 

Paul holds an engineering degree and a Masters in Business Administration (MBA) degree from Ohio State. Paul began investing in real estate in 2000, and he flipped over 50 homes, 25 high-end waterfront lots, appeared on HGTV’s House Hunters, rehabbed and managed rental properties, built a number of new homes, developed a subdivision, and started two successful online real estate marketing firms.

Paul oversaw three successful developments, including assisting with the development of a Hyatt hotel and a very successful multifamily project, led him into commercial real estate. Paul is the author of  The Perfect Investment – Create Enduring Wealth from the Historic Shift to Multifamily Housing .  After moving from the role of multifamily syndication to commercial real estate fund manager, Welling Capital is determined to provide investors with both operator experience and significant diversity in two funds they manage called The Wellings Income Fund & The Wellings Growth Fund. 

Brett Swartz

Deferred Sales Trust Educator

Commercial Real Estate Broker

Founder of Capital Gains Tax Solutions and Commercial Realty Apartment Advisors. He's helped high net worth clients solve capital gains tax deferral limitations. His experience includes numerous Deferred Sales Trust, Delaware Statutory Trusts, 1031 exchanges and $85,000,000 in closed commercial real estate brokerage transactions. He is a licensed California Real Estate Broker and holds series 22 and 63 licenses.

As a trustee, he is passionate about educating about capital gains tax deferral with a Deferred Sales Trust, how to divest from a business or real estate and gain freedom from feeling hostage to a 1031 exchange, and then invest back into and back out of real estate at any time (all capital gains tax deferred). Brett is considered one of the most well-rounded capital gains tax deferral experts and informative speakers on the West Coast. His audiences are challenged to lean into multiple capital gains tax deferral strategies, create and develop a passive cash flow wealth plan of their own, and execute on this plan so they can create and preserve more wealth. 

Damion Lupo, CCIM

Author

eQRP Tax Specialist 

Damion is a Certified Commercial Investment Member (CCIM) which designates him as an expert in the disciplines of commercial and investment real estate.  Damion is the author of "QRP Book - Qualified Retirement Plan - How to Get Checkbook Control of your 401(k) Rollover Money now."  ​The books reveals insights on how to:

  • Get your 401(k) and IRA money in your hands, in your checking account and away from Wall Street.
  • Avoid  the UDFI-UBIT Tax that you will pay with any self Directed IRA.
  • How to defer taxes on up to $100,000 in income every year.
  • How to get an instant $50,000 credit line. 

Clinton Orr, CLCS

 Commercial Real Estate  Insurance Specialist 

Specializing in Commercial Real Estate Investment Property Insurance.

Currently, over $500 million in property covered in the states of Alabama, Tennessee, Georgia, Florida, and Mississippi.

He researches insurance companies' policies and negotiates with underwriters to find the most suitable insurance for clients at the best price.

Clinton arranges specialized types of insurance cover in complex cases; this may involve preparing reports for insurance underwriters and surveyors and negotiating with insurers.

He advises clients on risk management and helping to devise new ways to mitigate risks. Clint ensures clients understand the terms and the extent of the cover provided in line with industry regulations.

Marketing and acquiring new clients.

Developing relationships with underwriters, surveyors, contractors, structural engineers and other professionals. 

Salvatore Buscemi 

Managing Director

Dandrew Capital Partners , LLC

Mr. Buscemi was the Co-Founder and CFO of Las Vegas-based Oasis Fractionalized Real Estate Equity (OFREE), a $15 million fund.

Sal mentors aspiring investment fund managers through The Commercial Investor, a division of Dandrew Partners, teaching real estate wealth creation the Wall Street Way.

Sal started his career at Goldman Sachs, where he spent five years as an investment banker, working with clients across a broad spectrum of industries.

During the transition of Goldman Sachs from a partnership to a publicly held company, Sal collaborated closely with the firm’s divisional leadership.

Sal is the author of two critically acclaimed books, Making the Yield, Hard Money Lending Uncovered, and Raising Real Money, Real Estate Funds Uncovered. 

Clinton Orr, CLCS

 Commercial Real Estate  Insurance Specialist 

Specializing in Commercial Real Estate Investment Property Insurance.

Currently, over $500 million in property covered in the states of Alabama, Tennessee, Georgia, Florida, and Mississippi.

He researches insurance companies' policies and negotiates with underwriters to find the most suitable insurance for clients at the best price.

Clinton arranges specialized types of insurance cover in complex cases; this may involve preparing reports for insurance underwriters and surveyors and negotiating with insurers.

He advises clients on risk management and helping to devise new ways to mitigate risks. Clint ensures clients understand the terms and the extent of the cover provided in line with industry regulations.

Marketing and acquiring new clients.

Developing relationships with underwriters, surveyors, contractors, structural engineers and other professionals. 

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