Apply today for
NAVIGATE: Advanced REI Financials
The 6-Week Executive Masterclass for Your Scaling Rental Portfolio
You’ve built momentum. You’ve acquired properties. But what got you here financially will not safely get you to your goals. Your financial knowledge and habits must grow along with your portfolio!
As your portfolio grows, your financial landscape changes dramatically. You are no longer just managing properties—you are operating a wealth ecosystem. True portfolio scaling requires moving beyond entry-level thinking and stepping into your strength as the Chief Financial Officer of your real estate business (and also CEO Chief Emotional Officer as well!).
NAVIGATE: Advanced REI Financials is an exclusive, application-only masterclass designed for investors ready to master high-level financial concepts and business stewardship.
The Class is 6 weeks on Thursdays at 8 PM Eastern Time, starting July 23rd, 2026 ending August 27th, 2026. Also, each student will have direct access to Elizabeth with the expectation that you will be interacting between classes as you implement these systems in real time, with real action steps, and real coaching feedback.
Over six weeks, we will bridge the gap between tax numbers and real-life profitability. Not just principles are involved in this course - we will go through real-life business financials and tax returns so you can see how the puzzle pieces actually fit in real life. Together, we will work on establishing the strong delegatable systems, controllership, and the money map you need to coordinate your personal and business financials with peace of mind.
What We Will Design in Your Financials Together:
Portfolio Acquisition & Projections: Master the predictive math required to confidently buy entire portfolios and project long-term profits.
Strategic Revenue Growth: Implement value-driven, strategic rent increases that optimize cash flow while honoring your commitments to property stewardship.
Controllership & Delegation: Build streamlined monthly financial routines and learn exactly how to hand off receipt tracking and bookkeeping to virtual assistants or team members without losing control.
Raising Capital: Learn the precise financial language and presentation frameworks that make local banks, private individuals, and hard money lenders eagerly say YES! to funding your growth.
IRS & Audit Readiness: Establish advanced tax prep, easy and accurate receipt tracking, and an institutional-grade organization that keeps your wealth organized and protected.
This Course is Divided into 3 Main Sections:
The Foundation:
Here is where we lay out the cadence of your financial progress. This is a framework called the LIVE Ahead System which will help you seamlessly LIVE off your real estate income, if you so desire.
L is for Locate - it’s going to get real and personal here as we drop a pin in your business and personal finances to see the real numbers you need to grow!
I is to Identify the solid decisions and also areas of growing to see what to work on next.
V is for Vision - let’s get clear about the long-term mission where you want to go with your business.
E is for Energize - now we get to set up a reward system that won’t make you go broke or eat beans and rice forever. Let’s enjoy but also energize your goals!
Ahead is for getting a full month ahead in your business and personal finances so that they work together seamlessly. Get ahead and stay ahead as you grow.
The Financial Roles:
These are the different roles and coordinating tasks within your expanding real estate business. At the beginning, every investor juggles many hats, but as you grow, these roles begin to form into delegable positions of their own. However, they must work together to ensure that growth is sustainable. We will look at the 5 main financial positions for your real estate business: Chief Financial Officer, Controller, Bookkeeper, Acquisitions, and Operations
The Financial Future:
Now, this is the fun part! We believe in dreaming BIG around here, and this is where dreams meet data. We are going to look at the art and science of projections, watching financial market trends, preparing and taking advantage of trends without being swayed into bad decisions. We will talk about AI and its impact on real estate financials. And while no one can tell the future of any investment or business, we can work on being prepared to leave a legacy that is far more than just financial. We all know that there is no financial level where risk is eliminated. We live in a fallen world filled with risk, but we can do our part to build on faith and integrity, the best business we can, that serves and protects the future.
The Application Process
Because this course dives deep into advanced entity structures, capital raising, and portfolio scaling, seats are strictly limited to ensure high-level support. We select a small, aligned group of investors who are ready to actively implement these systems.
Please take a few intentional moments to complete the brief application below.
COST: $1098 includes lifetime access to video library, documents, text/phone access to coaching during the class and 30 days post-class follow-up.