Learn to invest like the institutions do.
The same frameworks hedge funds and family offices use — explained in plain English and built around your real life.
Six disciplines of generational wealth.
Each module is designed to be completed in under an hour with actionable takeaways you can implement immediately.
Deal Analysis Fundamentals
Cash flow, cap rate, DSCR, ROI — how to evaluate any property in under 5 minutes using AI tools. The foundation every investor needs.
Financing Strategies
Conventional, DSCR, hard money, seller financing, and creative structures. When to use each and how to negotiate better terms.
Entity Structuring
LLCs, trusts, S-Corps, and holding companies. How to protect your assets and optimize your tax position from day one.
Tax Optimization
Depreciation, 1031 exchanges, cost segregation, and the deductions most investors miss. Keep more of what you earn.
Asset Protection
Insurance, liability shields, and legal structures that prevent one bad event from wiping out everything you've built.
Estate Planning & Wealth Transfer
Trusts, probate avoidance, beneficiary strategy, and the generational transfer that makes all the hard work mean something.
Go deeper with David's published work.
Three published books covering real estate investing, AI applications, and wealth building strategies.
4th book currently in progress