Mastery Strategy Sessions with Charles

Charles began investing in multifamily real estate in 2006, commercial real estate in 2009 and has been an entrepreneur since 2001; never having a traditional “W-2.” He previously started and operated a multinational payment processing company. Charles is a licensed real estate professional and advises his clients on a number of aspects of real estate investing and entrepreneurship including:

• Multifamily investing
• Commercial investing
• Starting a business
• Syndication
• Working with foreign investors
• Hiring assistants
• Systematizing a business
• Property management
• Asset management
• Developing a competitive advantage for your business
• Identifying a niche for your business
• Branding
• Marketing – online and offline via direct mail
• Evergreen marketing
• Integrating 80/20 principles into your business
• Becoming more strategic and less transactional
• Thinking outside the box
• Developing your list of non-negotiables
• Partnering
• The power of focus
• Concentrating on your talents and outsourcing the rest

Charles’ consulting and advisory is done differently from “Gurus” who charge $25,000+ for a program and course that rarely meet the goals of the student. Charles’ goal is to provide tailored consulting, as needed, to investors and entrepreneurs in all stages of their investing career.

• a chance to share a bit about how you hope to direct our time together—submitted via an intake form
• 15-20 minutes of prep on my end to review any details or resources you may have to share in advance
• a one-to-one strategy session hosted via Zoom (and recorded – if requested)
• a follow-up email summarizing any recommendations, suggested resources, and action steps identified during our call

Terms and Conditions:

The terms and conditions set forth below are integral to the provision of services by Syndication Superstars Inc (“Syndication Superstars”) to any customer or client (a “Client”). When you purchase services from Syndication Superstars, you agree to these terms and conditions. There are no refunds for unused hours. Please purchase only what you will need. Hours must be used in full within one year of the date of purchase. There is a one hour minimum on the “bucket of hours” service. Payment is always required prior to delivery of service.

1. Limitations of Role; No Warranty. The role of Syndication Superstars is to advise and direct the Client. Syndication Superstars makes no guarantees. Please consult an appropriate; tax, legal, real estate, financial or business professional for individualized advice. Information is not guaranteed. All investment strategies have the potential for profit or loss.
2. Termination; Refund Policy. This Agreement may be terminated by Client at any time. Syndication Superstars will not issue any refunds.
3. Confidentiality and Non-Disclosure. The Client may receive information of a confidential or secret nature that may be disclosed by Syndication Superstars (the “Proprietary Information”). At all times, both during the term of this Agreement and after its termination, the Client agrees to keep and hold all such Proprietary Information in strict confidence and trust and agrees that he or she will not use or disclose any Proprietary Information without the prior written consent of Syndication Superstars.
4. Expiration. All services must be used in full within one year of the purchase date.
5. Clients will be required to DocuSign a hold harmless agreement prior to any calls.