Sanjay H. and Sunil C. were already successful real estate syndicators with decades of experience. “We thought we had seen it all in real estate investing,” Sanjay recalls. “But when we discovered the investment club model through Barr Advanced Tax Solutions, we realized we were just scratching the surface.”
Barr’s team introduced them to the power of the investment club structure. “They showed us how we could leverage the collective power of individual investors in a way that was more flexible than traditional syndication,” Sunil explains.
The real game-changer came when Barr connected them with Sabur PWM. “Through this partnership, we were introduced to strategies that allowed our members to invest pre-tax dollars,” Sanjay says. “Suddenly, we were offering something that no other real estate investment vehicle could match.”
Barr’s expertise in entity structuring was crucial. “They helped us set up Four Corners Investment Club LLC in Wyoming, which provided incredible tax benefits and asset protection for our members,” Sunil adds.
The results were beyond their wildest dreams. “In partnership with Boston-based EXIT Realty Group, we’re on track to raise over $300 million,” Sanjay beams. “We’ve gone from being successful syndicators to pioneering a whole new model of real estate investing.”
“What’s most exciting,” Sunil concludes, “is the impact we’re making. We’re not just growing our own wealth – we’re helping hundreds of investors access real estate opportunities they never could before. And it all started with that first conversation with Barr Advanced Tax Solutions.”
