Sarah L., a software engineer, had always been interested in real estate but found traditional investments lacking. “I wanted more control and better returns, but I didn’t have the time to manage properties,” she remembers. That’s when she discovered the investment club model through Barr Advanced Tax Solutions.
“Barr’s team showed me how an investment club could give me the best of both worlds – passive income with active control,” Sarah explains. “They helped me and a group of fellow tech professionals set up a club focused on commercial real estate.”
The firm’s expertise in tax-efficient structuring was crucial. “They showed us how to structure the club to maximize tax benefits for all members. We were able to use strategies typically reserved for large investors.”
Barr also introduced the club to the power of self-directed IRAs. “Many of our members started using their retirement funds to invest, which was a game-changer in terms of the capital we could deploy.”
The results exceeded all expectations. “In just two years, our club has grown to over 100 members and we’ve acquired $50 million in commercial properties. Our returns have been fantastic, and the tax benefits have been even better. Barr didn’t just help us invest – they helped us create a whole new way of building wealth.”
