Our Story

The Beginning

In 2010 I returned to the Bay Area broke after losing a small business to the great recession, in 2011, I joined  Splunk (SPLK) where we went through an IPO in April of 2012, and I ended up with a huge position in a single stock. This meant that overnight my investment needs had dramatically changed. A good problem to have, but a problem nonetheless.

“Overnight my investment needs had dramatically changed”

“Overnight my investment needs had dramatically changed”

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“I was looking to diversify into alternative investments and real estate that traditional advisors do not provide direct access to”

The Vision

I had not been using traditional wealth managers of Wall Street for years because they lacked the data-driven approach and transparency that are common in modern fintech products. Also I was looking to diversify into alternative investments and real estate that traditional advisors do not provide direct access to. My goal was to be diversified in conservative assets, getting checks every month and lowering my tax burden!

I already had a lot of experience in investing, so I decided to start researching where to start.

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The MISSION

As I found the right markets, operating partners and became happy with the stability, tax benefits and cash flow, I started sharing what I learned with my peers. It turns out, they also faced the same challenges. Many of them are unaware of the benefits of passive investing in direct syndicated real estate investments.

That’s why I decided to put together a team that I trust and start Wealthward Capital. We help employees of tech companies that want to diversify into real estate but don’t know how, learn and invest along side of us to become savvy, confident real estate investors!

Portfolio Stats

Tech Employees Educated and Invested
Units Acquired
$M
Portfolio Value

Become a savvy and experienced real estate investor!

Wealthward Capital helps employees of tech companies that want to diversify into real estate but don’t know how, learn and invest along side of us to become savvy, confident real estate investors!