Tax Efficiency
Discover how cost segregation and depreciation can turn investments into paper losses that offset your W-2 or business income.
Exclusive Palm Beach Roundtable Series for Accredited Investors
How Multifamily Real Estate Protects Active Income, Reduces Taxes & Builds Generational Wealth
Join us for a private, 45-minute roundtable in Palm Beach Gardens on the real estate strategies high earners use to lower taxes, stay ahead of inflation, and build wealth that outlasts them.
Free Admission. Registration Required.
Why attend
Why Attend the Roundtable?
An interactive format to unpack the strategies family offices and institutions use.
Free Admission. Registration Required.
Passive Ownership
Learn how to own institutional-quality real estate without fielding tenant calls using a 1031 exchange.
Inflation Protection
Explore how multifamily rents rise with inflation while the debt to finance them gets cheaper to repay every year.
Generational Wealth Planning
See how real estate transfers tax-efficiently and hands your family income that lasts beyond today’s generation.
Meet your hosts
Our Purpose.
Impact-Driven Wealth.
We're Home Invest, a faith-driven real estate firm built on a double bottom line that grows profit and community together. To do so, we acquire, stabilize, and revitalize distressed multifamily communities, investing our own capital alongside partners in every deal, and directing a share of the profits to the children and families in the neighborhoods we serve.
We call it Believe in More.
Chris Lavin | CEO
Nate Armstrong | PRESIDENT
Who we serve
For High-Income Earners and Investors
Pick the weekly or monthly session that’s aligned with your goals.
Weekly Sessions
Business Owners
Learn how real estate shelters business income now and softens the capital gains if you sell.
Executives
See how real estate depreciation offsets active income and builds wealth beyond your paycheck.
Investors
Keep more capital, diversify beyond paper assets, and own real estate without the operational burden.
Free Admission. Registration Required.
Monthly Sessions
Retirees
Learn how real estate pays income that's separate from the stock market and preserves what you've built.
Family Offices
See how real estate transfers across generations tax-efficiently and preserves your capital long term.
1031 Landlords
Defer your gains, trade up to real scale, and own real estate without managing operations directly.
Free Admission. Registration Required.
Our “No Pitch” Guarantee
The roundtable exists to deliver actionable, high-level financial education. We don’t sell investment offerings during public sessions. Our mission is to help you walk away with practical strategies you can implement alongside your CPA or tax strategist.
What to expect
Practical Strategies.
Actionable Insights.
Each session focuses on a specific topic, with strategies you can walk away with and implement immediately.
- 01Cost Segregation
- 02Shielding W-2 Income
- 03Bonus Depreciation
- 041031 Exchanges
- 05The Landlord's Exit
- 06Passive Cash Flow
- 07Inflation Hedging
- 08Capital Preservation
- 09Multifamily Fundamentals
- 10Recession-Resilient Assets
- 11Estate & Wealth Transfer
- 12Step-Up in Basis
FAQ
Frequently Asked Questions
Keep More. Grow More.
Join us to get the strategies family offices and institutions use to build wealth.
Free Admission. Registration Required.