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Meetups· March 3, 2026

Meetup Recap: Keeping More of What You Earn: Tax Strategy for Real Estate Investors

We had a fantastic turnout for our February meetup featuring Keith Blackborg of Financial Journey, and the conversation delivered exactly what investors are looking for right now: clarity around tax strategy.

— Advanced Business & Real Estate Tax Strategies, presented by Financial Journey

Keith walked us through practical approaches designed to help investors keep more of what they earn, particularly those building wealth under the $10M mark. From foundational estate planning tools like living trusts to advanced strategies such as infinite banking and entity structuring, the focus was clear: proactive planning creates long-term leverage.

— Keith Blackborg walking through wealth strategies for investors under the $10M mark

A Focus on the Passive Investor

One of the most impactful segments centered on passive investors and how strategic positioning can significantly affect outcomes. Keith illustrated how valuation shifts, occupancy changes, and rollover timing can dramatically impact returns, and why understanding those mechanics matters just as much as selecting the right deal.

He also touched on opportunity zones, investment syndications, and donor-advised funds as tools that, when used correctly, can meaningfully reduce tax exposure.

— The Business Deduction Checklist, breaking down practical write-offs investors often miss

Avoidance and Intentional Structure Beat Reaction

The theme throughout the night? Avoidance and intentional structure beat reaction every time.

Events like this are exactly why we gather. Real conversations, real strategy, and a room full of engaged investors asking thoughtful questions. We are grateful for Keith’s insight and for everyone who showed up ready to learn.

— A packed room of engaged investors throughout the evening

The Energy in the Room

Beyond the content, the real value of these nights is what happens between sessions. Investors swapping notes, sponsors meeting LPs, and new relationships forming that often outlast the meetup itself.

— Conversations, connections, and momentum building across the room

What’s Next: The March Mega Meetup

If you missed it, do not worry, we are just getting started.

We are already looking ahead to our Mega Meetup on March 26, 2026, and it is shaping up to be one of our biggest events yet. If this last meetup was any indication, you will not want to miss what is next.

— Keith Blackborg of Financial Journey with Dustin Miles of Momentum Multifamily

Stay tuned, and we will see you there.

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