Lisa R., a marketing executive, felt that traditional investment options weren’t serving her or her female colleagues well. “We wanted to build real wealth, but felt excluded from many opportunities,” she remembers. Everything changed when she connected with Barr Advanced Tax Solutions.
“Barr introduced us to the investment club model, and it was like a light bulb went off,” Lisa explains. “They helped us set up a club focused on multifamily and residential properties, tailored to our goals and risk tolerance.”
The firm’s expertise in entity structuring and tax planning was crucial. “They showed us how to structure the club for maximum tax efficiency and asset protection. We were able to start investing with confidence.”
Barr also guided the club on leveraging their W-2 incomes for real estate investing. “They introduced us to strategies that allowed us to use our high salaries to qualify for better financing terms. It was a game-changer.”
The results have been extraordinary. “In three years, our club has grown to over 75 members, all women from diverse professional backgrounds. We’ve acquired over $30 million in property, and many of our members have been able to leave their corporate jobs to focus on real estate full-time. Barr didn’t just help us invest – they empowered us to take control of our financial futures.”
