I'm a serial entrepreneur that's been in real estate, lending, and investment for over 20 years. I founded and built RAM Financial Group, a private fund manager specializing in niche real estate debt strategies.
The company raises capital from and invests on behalf of family offices and ultra-high net worth individuals. It has also formed strategic partnerships with several national banks.
Altogether, RAM has deployed well over $1b of investment capital into at least 12 different states over the past 6 years. In 2020 I launched Simplicite ("Simplicity") Tax Loans, a Texas-based B2C subsidiary of RAM that directly assists land owners with property tax financing.
I graduated from the University of Southern California Greif Center for Entrepreneurial Studies and have an MBA in Financial Planning from California Lutheran University.
I've held real estate broker, mortgage lender, mortgage broker, consumer collection and property tax lender licenses in multiple states across the country.
I operate in the world of high finance, but I also have vast knowledge of and exposure to the everyday financial complexities faced in everyday life.
Included in the range of topics that I can speak to are:
Property Taxation, Fund Management, Personal Finance, Homebuying, Real Estate (generally), Remote Teams or Work, Small Business, Real Estate Investment, Investing, Alternative Assets, Capital Raising, IRAs, Mortgages, Banking, Lending, and Other Debt.
In addition to professional topics that I can speak to, I often write about the more personal topics of anxiety, loss, loneliness and grief.
Frugal people make every dollar count after buying a home.
Cross-functional collaboration allows different departments to work together and achieve a common goal.
A general discussion of notaries and how to potentially find free notarial services.
Currently, we're seeing a 15 - 20% annual increase in the volume of property taxes that are going unpaid. To us, that's a significant sign that property owners are struggling to keep up with the cost of real estate ownership.
"The trickiest thing about property tax expense is that it's almost impossible to quantify with a broad brush," Gleason says. "Property taxes are assessed and calculated differently almost everywhere."