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Our Team


Formerly the CEO of a small oil company, Brad is a highly sought after speaker on the subject of raising capital. Having raised in excess of $2 Billion dollars, today he mentors others around the world as part of a global coaching business on how to raise funds from high net worth investors to build, buy, and scale a business - or fund a special project like real estate. Having worked alongside many large real estate syndicators he is viewed as an industry expert and has provided testimony in multiple arbitrations.

Additionally, he has closed the largest mega-million dollar transactions for multiple leading real estate companies - $9M, $7.5M, $5M for SmartStop Self Storage and national operator of self storage assets in addition to $11M for USAllianz.

As a real estate investor himself, he has purchased, rehabbed and renovated over a dozen single family properties (SFR) properties with a portfolio value of $3.5M. Today, he owns interests in multifamily, self storage and land (conservation easements) in addition to owning 5 Star Capital which is a real estate investment firm.

As the author of three books, his first book On The Wings of Eagles - Learn to Soar in Life quickly became a top rated #1 read for entrepreneurs on a large literary blog based in the UK. Additionally, Brad hosts a podcast called Beast Nation which was ranked recently as the 2nd highest ranked show to assist people in coping with COVID-19


Luis is an experienced business connector/advisor of companies, from start-ups to Fortune 500, offering best-in-class solutions to help them reach their goals. Strategic, innovative, client, & business oriented professional with a background in directing highly efficient and successful business and marketing campaigns, strategies and processes. Proficient in initiating contact and building relationships with a wide range of businesses and organizations in an effort to develop profitable business-to-business transactions.

More than 2 decades of experience in creating business solutions through identifying, analyzing and devising treatment for business pain points. Experienced in providing clients with relevant marketing and business development road maps with step-by-step action plan and communications-vendor negotiation set for the success of their company/project – thus consistently increasing sales revenue, customer satisfaction, business growth, and retention for clients


Joseph is a highly accomplished real estate executive with significant knowledge and experience is all facets of commercial real estate including; investment, finance, capital markets, development, capital raising, management, brokerage and advisory services. Joe has completed more than $4.2 billion in real estate transactions since 1981. As a real estate executive, Additionally, he has been a decisive leader with proven success in capital raising, deal structuring, investment strategy and strategic planning for producing profitable growth for both start-up and large real estate organizations.

Joe is an outside strategic advisor. He is a licensed real estate broker in California, a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA). Also, he is also an Adjunct Professor of Finance and Real Estate in addition to authoring numerous articles on REITs, real estate financing, deal structuring, portfolio diversification and industry trends in leading real estate and finance periodicals and is an active speaker at industry seminars and events.

Our team brings years of experience in real estate and finance from some of the finest institutions


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