INVESTING WITH
THE ROYS
We help you achieve the life, legacy, and freedom you so richly deserve
INVESTING WITH
THE ROYS
We help you achieve the life, legacy, and freedom you so richly deserve
YOUR PARTNERS IN BUILDING AND PRESERVING LEGACY WEALTH
Through Strategic Real Estate Investments
Gain access to our highly sought-after “trifecta strategy” of real estate investing, designed to mitigate risk, minimize tax, and maximize cash flow.
YOUR PARTNERS IN BUILDING AND
PRESERVING LEGACY WEALTH
Through Strategic
Real Estate Investments
Gain access to our highly sought-after “trifecta strategy” of real estate investing, designed to mitigate risk, minimize tax, and maximize cash flow.
OUR UNIQUE TRIFECTA REAL ESTATE INVESTMENT STRATEGY
Investing with the Roy's means accessing our unique trifecta strategy - These three pillars offer diverse benefits: reliable monthly cash flow, tax-efficient strategies, and long-term growth.
Triple Net Leases (NNN): Your Path to Steady Passive Income
NNN properties can provide a consistent income stream, perfect for those seeking stable, recurring returns. Unlike other real estate classes, these leases are designed to deliver a conservative, monthly cash flow.
Multifamily: Eradicate Tax Burdens, Maximize Returns
Our strategy utilizes the tax benefits of multifamily investments. These properties offset tax burdens and complement NNN income. Diversifying your portfolio with multifamily assets can mitigate tax liabilities and preserve wealth.
Storage/Industrial Properties: Balancing Risk and Reward
With higher potential rewards, the Roy's allocate a smaller percentage to storage and industrial properties. These investments can offer increased returns while maintaining a more extended Internal Rate of Return (IRR).
JOIN OUR FREE COMMUNITY TO GET ACCESS TO
Early or exclusive access to investment opportunities
Investor education
Real estate and economic market updates
A community of like-minded high achievers
Behind the scenes insight on our existing portfolio of properties
Trusted professionals with a track record of success.
We specialize in a customized & carefully curated portfolio of diversified real estate assets, designed to help you achieve your financial goals with ease.
Investing with us means more than just trends; it's about proven, time-tested strategies. As experienced general partners, we craft opportunities focused on cash flow, tax efficiency, long-term wealth, and legacy growth.
With more than $600 million in assets under management, $1 million in annual passive income, and minimal tax liability, we have the necessary experience, track record, and network that opens doors to prime opportunities.
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Who we partner with...
We recognize that many successful, high-net-worth individuals do not want to take on another job in order to reap the rewards of real estate investing…
That is why we act as General Partners, taking care of each deal from inception to exit. We partner with fellow investors who are in alignment with our intentional, well-thought-out “trifecta strategy” of investing. (These are not haphazard, randomly selected investments based on the latest trends.)
Our partners understand the benefits of investing in diversified asset classes, with an eye toward long-term wealth, risk mitigation, tax reduction, and cash flow.
What we do...
Our investors can expect a boutique, white-glove experience focused on your protection and long-term wealth. Trust, understanding, and transparency are the core of our real estate partnerships. We ensure personalized service for investors, providing clarity about your investments and their purpose.
That is also why we put our own capital into each and every deal. Our investors can have peace of mind knowing that we are invested right along with them, always working for the benefit of all.
You’ll be comfortable knowing our “trifecta strategy” is working for you, without the headache of putting deals together yourself! Our role as general partners means we do all the heavy lifting, while our limited partners enjoy the returns.
How we can help you...
With over $600 million in assets under management, we have a strong track record as reliable “closers” within the industry.
Our reputation makes us highly sought-after by developers and brokers, and gives us first-look access to a variety of deals. We have the luxury of being “picky” and selecting only the best deals that meet our criteria and help our investors reach their goals.
We are also able to secure favorable lending terms, and negotiate extra layers of protection into our real estate contracts. We go the extra mile to mitigate risk and ensure our investors are taken care of.
Why we syndicate...
We use our knowledge, experience, and standing within the industry in order to help investors like you “get in the game.”
The experience and capital necessary to invest in commercial real estate poses a high barrier to entry. It is impossible for individual investors to take down triple-net, multifamily, or storage deals on their own.
As we began to experience the freedom and success of our “trifecta strategy”, we received so many requests to help others do the same!
We knew many successful entrepreneurs who were ready to take the next step in building their net worth and establish legacy wealth. We also had the knowledge, experience, and time to help them do so!
Real estate has become more than a return on investment for us. We choose to syndicate because helping others experience the benefits of real estate gives us a return on LIFE!
HOST OF THE ULTIMATE MOMPRENEUR PODCAST
Join Julie and her BFF Rachel, both self-made millionaire's and super moms, each a mother of four, as they share their adventures of building lasting wealth for their families and indulge in their love of travel and top-shelf life experiences.
HOST OF THE ULTIMATE MOMPRENEUR PODCAST
Join Julie and her BFF Rachel, both self-made millionaire's and super moms, each a mother of four, as they share their adventures of building lasting wealth for their families and indulge in their love of travel and top-shelf life experiences.
Who we are...
We’re Beau and Julie Roy, and our real estate journey began over 20 years ago as owners of a Montessori preschool network.
Buying the buildings that housed our schools catapulted our growth, and was the catalyst for creating our “trifecta strategy” of investing.
When we exited our business, the big payday also came with a big tax bill! Not only that, but we were seeking a way to replace our active income with a reliable passive revenue stream.
We discovered that triple-net (NNN) investments are the key to consistent cash flow. But we were still stuck with a large tax bill, and wanted a way to keep that money working for us…
So we layered in multi-family investments, allowing us to eradicate the passive income tax generated by NNN. When paired with a bit of industrial and self-storage, our trifecta strategy allows us to mitigate risk, minimize tax, and maximize long-term wealth.
Best-selling author of
The Multi-Million Dollar Mompreneur
Your Guide to Business Mastery, Uncommon Freedom and Legacy Wealth
Julie's best-selling book offers insights and concrete action items to help anyone striving to propel their business and to harmonize high net worth entrepreneurship and family.
SAMPLES OF OUR PORTFOLIO
Triple Net Properties with corporate Anchor Tenants
Multifamily Properties in up-and-coming Markets
Self Storage Properties with Opportunity for Growth
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