CRE Investing Roundtable: Infinite Banking- how it can simplify your life!
Talk CRE with investors, Subject Matter Experts, discuss wealth building tools and strategies that help build wealth and passive income.
Date and time
Location
Online
About this event
- Event lasts 1 hour
Details
Speaker: Mrs. Madhavi Nade Jain
Details: Infinite banking sounds odd. It has many names, but after much research, I assure you, it is worth learning about. This is such a powerful tool that research shows most of the highest level executives in the U.S. employ this tool to help manage their money. You should learn it too.
>> If you are a high-income professional needing tax write-offs or looking to replace that income, or a credentialed peer that works in the real estate world but hasn't applied that knowledge to your own investments, this meeting is for you. Much of our discussion revolves around ways to build wealth and income, controlling taxes in ways that significantly reduces risk and time needed from you. Commercial real estate helps to do that, especially if you use the syndication model. It is passive, so very little time is needed from you.
These meetings offer an efficient way to stay current with market trends, tools, connect with like-minded peers, and engage in meaningful conversations that can lead to investment opportunities*. In some meetings we will have a guest speaker, or we may go through case studies, or just network, but most material will be pertinent to commercial real estate and ways to build wealth and income. If you are not an accredited investor yet, ( typical qualifiers are earning $200k/yr for 2, going on 3- years, or $300k if filing taxes jointly, or you have a net worth of $1M+ excluding your primary residence), but seeking wealth building strategies and information, join us. Some topics will not be just real estate, but most will.
What to expect:
- Agenda
Meeting format: Since the meeting is only 1-hour, you are encouraged to introduce yourself in the chat and say what you do and what you need in 1-2 sentences.
7:00-7:10 Real estate tool of the month by Ginny. Everyone is encouraged to share their preferred tool that saves time or gives impact via chat to save time.
7:10-7:20 Talk about market trends, major projects, newsworthy items high level.
7:20-7:50 Speaker presentation, case study, or networking among attendees.
7:50-8:00 Q&A and closing
- We will comply with SEC regulations and not discuss private offerings unless they are 506(c). An optional pathway to know about private deals is to join Ginny’s Pivotal Inner Circle, where opportunities are shared with pre-qualified participants.
Pivotal Real Estate Investments exists to help investors build wealth and income through commercial real estate while improving communities. We are always looking for investors needing deals and investors with deals. Get prequalified before a deal clock is ticking.
This group is focused on commercial real estate.
(No single-family flips, wholesaling, or short-term rental talk — we’re keeping the conversation aligned with higher-level CRE investing.)
If you have a speaker suggestion, a topic you want covered, or are interested in sponsoring the group, text Ginny directly at 321.303.3258.
No sales pitches. No fluff. Just strategy, education, and connection.
(And yes, we recommend always consulting your attorney or financial advisor before making investment decisions.)
Hosted by Ginny Bolling, SR/WA | Pivotal Real Estate Investments & Acquisition Solutions
Ginny Bolling, SR/WA, is the founder of Pivotal Real Estate Investments, specializing in syndications and joint ventures in commercial real estate to build wealth and income for investors while improving communities. She also leads Acquisition Solutions, a commercial brokerage and consulting firm, and hosts the Pivot to Prosperity podcast, where she interviews people involved in commercial real estate at all levels to share lessons learned, tax strategies, tips and more. She has partnered on 661 multifamily units and a 14,000 sq ft medical office valued over $100M.
A licensed broker for over 30 years, Ginny brings 40+ years of expertise in acquisitions, valuations, and due diligence, with a strong background in government-related work. She has acquired over 600 properties, has a proven ability to navigate strategic planning, subcontracting, permitting processes, and leveraging decades of consulting to move projects forward efficiently. She is also a pickleball and tennis player known to encourage others to Work Less, Make More and Play More.
Frequently asked questions
Yes, we hope to meet in person 1-2 times/year, maybe more, depending on how many show up.
Likely Orlando.
"Syndications under SEC Regulation D Rule 506(c) can be discussed publicly at meetings, since general solicitation is permitted—as long as all investors are verified accredited before they invest. Rule 506(b) offerings, however, cannot be discussed publicly, because they require a pre-existing subs
Organized by
We talk about wealth building strategies used by the upper 1% to help build wealth and income, benefit from tax planning & limiting risk, most of which revolves around investing in commercial real estate. Most is geared towards hands-off passive investing for busy high net-worth people.