Fundamentals of Dynamic Financial Planning for Real Estate Investors

October 23, 2018 I 6:30-8:30pm I 1680 Capital One Dr, McLean, VA 22102

Registration closes October 17, 2018.


  • Essential Components of a Comprehensive Financial Plan

  • Structuring your Investment Portfolio like an Endowment

  • Balancing your Real Estate Portfolio with Asset Class Diversification

  • Tax Deferred Transition from an Active-to-Passive Real Estate Investor

  • What Retirement Income Planning looks like for a Real Estate Investor

Event Information:  This event is for Accredited Investors only.

Capital One security requires our final list of attendees in advance of the event.  Registration closes October 17, 2018.

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About your Host: Clark/Barbour Asset Strategy Partners, is a boutique wealth management firm focused on working with business owners, entrepreneurs and real estate investors.  We strive to provide an innovative planning process that quantitatively moves the needle for our discerning clients, thereby making a significant difference in the lives of the families we work with.  

Ben Barbour offer securities through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta GA 30005, (678)356-1100.  Clark/Barbour Asset Strategy Partners is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc. and does not provide tax or legal advice.  The opinions and view expressed here are for informational purposes only.  Please consult with your tax and/or legal advisor for such guidance.  This material is neither an offer to sell, nor a solicitation to buy a security, which can be made only by the Memorandum and sold only by broker/dealers authorized to do so. These securities have not been registered under the Securities Act of 1933 and are only made available to individual who meet certain minimum requirements as an “accredited investor” under SEC Rule 501(a). Investors that do not meet these minimum standards are not eligible to participate in Regulation D offerings. Real Estate Investment Trusts are a longer-term illiquid investment and may not be suitable for all investors. Vacancies can negatively impact income and capital gains potential. Investments in real estate may be affected by adverse economic conditions and regulatory changes. Distributions are not guaranteed. Due to the risks involved in the ownership of real estate, there is no guarantee of any return on your investment, and you may lose all or a portion of your investment. This is neither an offer nor a solicitation to purchase any products, which may be done only with a current prospectus. Investors should consider their investment objectives and risks, along with the product’s charges and expenses before investing. Please read the prospectus carefully before investing.There are material differences between the terms under which endowments and individuals can invest in alternative investments.  These differences include, but are not limited to commissions and fees, conflicts of interest, access to investment opportunities, size, investment time horizons, and the ability to tolerate illiquidity.  There is no standard or exact definition of the endowment model. Portfolio design, specific investments and ultimately performance vary considerably among endowments and investors.  Kalos does not claim that any investor will achieve the same results as any endowment, institution, or other investor.