Join NuView for our Tuesday Workshop:
Leveraging Tax Advantages in Real Estate
Tuesday, May 7th | 12:00 P.M. EST
Join us for an enriching live class, "Leveraging Tax Advantages in Real Estate," featuring one of NuView's IRA specialists, Jason Sheppard. Happening on Tuesday, May 7th, at 12:00 P.M. EST, join us for invaluable insights into real estate investment strategies.
Jason will explore the particulars of passive investing in real estate, offering a comprehensive overview of what it entails and how you can potentially harness its benefits. Jason will also discuss various methods to achieve diversification and shed light on different approaches to diversifying your investment portfolio, highlighting the importance of mitigating risk through a well-rounded investment strategy. Don't miss out on the opportunity to learn and discover how you can leverage tax advantages while navigating the intricacies of real estate investing. Mark your calendars and join us for an insightful discussion on May 7th!
Please note: If you register after 10:30 AM EST on April 30th, you will not receive the join link for this class; however, you will receive a link to a recording. The recording link will not be provided if you do not register.
Meet Our Speaker
Steve Maldonado
Business Development Representative
A student of Finance at the University of Central Florida, Steve has applied his knowledge to a career in Sales and Business Development working with and building teams to adapt to new market trends in the alternative asset industry.
Becoming an expert on retirement accounts, Steve has used his industry knowledge to move into his current position as Director of Syndication Solutions at NuView Trust - a premier custodian for self-directed alternative investments with over $2.5B of assets under management.
Since working with NuView, Steve has had the privilege of developing new relationships with some of the top GPs and Syndicators in the industry, helping them maximize their capital-raising potential through retirement accounts.
Working closely with NuView's Private Equity team, Steve has assisted in facilitating over 15,000 private equity transactions equating to over $1.25B in equity deployed.
Steve's passion lies in educating others on how to raise capital from retirement accounts, providing GPs and Syndicators the right tools to get started raising capital through IRA and 401(k) accounts. He is heavily recruited to speak for podcasts or other events as a subject matter expert in tax-advantaged investing through retirement accounts.
Outside of NuView Trust, Steve is a single father to a beautiful son Steven Jr. They enjoy hiking, kayaking, and adventuring together.
Steve also has a passion for charity and regularly donates his time to the community, participating in projects for Habitat for Humanity, The Sharing Center, and Volunteer Florida.