Palm Beach Gardens Executive Briefing Series
How high earners use multifamily real estate to shield active income & build generational wealth
Join us for an exclusive, 45-minute educational roundtable at Solomon’s Library on PGA Blvd. Learn institutional tax-mitigation strategies, cost segregation mechanics, and inflation-resilient capital preservation — with zero sales pitch.
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Option 1 · Weekly Every Tuesday evening
6:00 – 7:00 PM Doors open 5:45 PM for refreshments -
Option 2 · Monthly First Saturday of every month
10:00 – 11:00 AM Doors open 9:45 AM -
Attendance Strictly capped at 12 seats Keeps every session an interactive roundtable
Hosted by Home InvestActive commercial real estate operators, not salespeople.
- $250MAssets under management
- #352Fastest-Growing Companies
- 4.9Trustpilot rating
- 20+ yrsThousands of transactions, every market cycle
Why attend this briefing?
An institutional briefing in a neutral environment
Most real estate seminars are sales pitches disguised as education. This briefing is deliberately structured differently.
Held in the executive environment of Solomon’s Library on PGA Blvd, this roundtable brings together Palm Beach County business owners, executives, and high-net-worth investors to unpack the exact financial strategies used by family offices and institutional funds.
What we’ll cover in 45 minutes
Tuesday sessions rotate through a four-week focus
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Week1
Tax mitigation & depreciation
How cost segregation studies generate paper losses to legally offset active income and shield portfolio cash flow.
For W-2 executives, 1099 consultants & business owners -
Week2
Capital preservation
Why institutional capital allocates to multi-tenant housing during periods of market volatility and economic shifts.
For retirees & cash-heavy or equity-concentrated portfolios -
Week3
Active-to-passive transitions
How tired landlords and business owners trade active operational headaches for institutional scale and passive distributions.
For self-managing landlords weighing a 1031 exchange -
Week4
Estate & legacy planning
Structuring real estate assets for tax-efficient wealth transfer, step-up in basis, and perpetual cash flow for heirs.
For family offices, parents & owners planning an exit
Our commitment to you
Our “No Pitch” guarantee
We do not sell investment offerings during public library sessions. Our sole objective is to deliver actionable, high-level financial education. You will walk away with practical strategies you can implement immediately alongside your CPA or tax strategist.
— The Home Invest team
Time spent selling: 0 minutes.
Faith-driven multifamily operators co-investing alongside their partners.
About your hosts
Driven by purpose. Focused on wealth & community impact.
At our core, we believe in More — more financial security for our investors, better living environments for our tenants, and meaningful support for children and families in our local communities.
Through our multifamily acquisitions, we combine institutional real estate fundamentals with a mission-driven operational ethos that improves housing quality while delivering consistent, tax-sheltered cash flow to our accredited partners.
“It comes down to trying to look good versus trying to be honest. My mother told me: always tell the truth, that way you don’t have to remember what you said. That’s exactly how you guys operate.”
Frequently asked questions
Before you reserve
Seating in Suite 306 is limited to 12 participants per session, so advance registration is required.
Claim 1 of 12 seatsIs there any cost to attend?
No. Admission is entirely complimentary. However, because seating in Suite 306 at Solomon’s Library is strictly limited to 12 participants per session, advance registration is required.
Will you be pitching an investment fund or deal during the event?
No. There is no pitch deck and no financial solicitation during the 60-minute session. The presentation is purely educational. If you wish to discuss our current Palm Beach deal pipeline after attending, you may request a private 1-on-1 strategy meeting at our office.
Who should attend this briefing?
This event is designed specifically for accredited investors, business owners, W-2 executives, real estate owners considering a 1031 exchange, and high-net-worth individuals seeking tax-efficient yield and capital preservation.
Where do I park when I arrive at Solomon’s Library?
Solomon’s Library is located at 4400 PGA Blvd, Suite 306, Palm Beach Gardens, FL 33410. Ample complimentary parking is available in the main building lot. Detailed entry and parking directions will be sent via SMS immediately upon registration.
What if I register but can no longer make it?
Because room capacity is capped at 12 seats, we ask that you use the link in your confirmation email or reply to our reminder text to release your seat to our waitlist if your schedule changes.
Palm Beach Gardens Executive Briefing Series