Meetup Recap: Keeping More of What You Earn: Tax Strategy for Real Estate Investors

We had a fantastic turnout for our February meetup featuring Keith Blackborg of Financial Journey, and the conversation delivered exactly what investors are looking for right now — clarity around tax strategy.

Keith walked us through practical approaches designed to help investors keep more of what they earn, particularly those building wealth under the $10M mark. From foundational estate planning tools like living trusts to advanced strategies such as infinite banking and entity structuring, the focus was clear: proactive planning creates long-term leverage.

One of the most impactful segments centered on passive investors and how strategic positioning can significantly affect outcomes. Keith illustrated how valuation shifts, occupancy changes, and rollover timing can dramatically impact returns — and why understanding those mechanics matters just as much as selecting the right deal. He also touched on opportunity zones, investment syndications, and donor-advised funds as tools that, when used correctly, can meaningfully reduce tax exposure.

The theme throughout the night? Avoidance and intentional structure beat reaction every time.

Events like this are exactly why we gather — real conversations, real strategy, and a room full of engaged investors asking thoughtful questions. We’re grateful for Keith’s insight and for everyone who showed up ready to learn.

If you missed it, don’t worry — we’re just getting started.

We’re already looking ahead to our Mega Meetup on March 26, 2026, and it’s shaping up to be one of our biggest events yet. If this last meetup was any indication, you won’t want to miss what’s next.

Stay tuned — and we’ll see you there.