Address

 Email Address

 Contact Number

269 S Beverly Drive, Beverly Hills, CA 

 

Info@avalonpeg.com

(888) 296-3123

Self Directed Portfolio Builder
The Self-Directed Portfolio build out services we offer are primarily reserved for our Capital Partners, who typically become “transactional & gap funders”. We utilize our Capital Partners to fund deals on behalf of our Acquisition Partners. However, we only accept a select few Partners per month. And we ensure Partners keep control of their capital through strategic vestings, e.g. LLCs, Corps, or Trusts. THE CORE MISSION of this program is to recapture earnings or capital gains lost to ordinary income taxation. And the pivotal feature is that each transaction is structured for our Capital Partners to maintain unilateral (Self - Directed) control over their money as it moves into and out of transactions (title or escrows) that we coordinate. Once engagement fees have been paid, no other fees are due until a viable project has been secured. Income we make on behalf of our Partners is also subject to taxation. But we will keep the program churning to mitigate this income as well.
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Income & Capital Gains Tax Mitigation
Directed By: YOU


How Much – How Long – What’s In It For You:

Every transaction will be different; however, our Partners should expect to infuse around $3,000 to $5,000 per project (plus engagement fees). Hard-money transactions usually take the longest to get underwritten (10-20 days). However, we have lenders who quote as little as 5 days. Minimum ROI is 50% per annum for the first twenty thousand dollars, and 20% for every dollar thereafter. Maximum return limited to the amount of Capital Partner’s current year taxable income unless otherwise agreed. Funds that are not deployed into a project(s) will earn two percent per annum over the prime lending rate. We may also consider a 10% convertible equity interest in the company for (1 year) with a $100,000 capital infusion.

The Principal Fund

Upon completion of three successful ventures, Partners who wish to scale upward with Avalon will be invited into our Principal Fund. To this regard, Partners will agree to place on deposit 20% (or more if desired) of the net gains attributable to projects initiated by Avalon PEG. Partners who do not wish to scale up may continue any ongoing transactions until we’ve reached the amount of their taxable income, or other amounts agreed to.