What the Shift to an Accredited-Only Real Estate Fund Means for Investors

For the last several weeks, I’ve written openly about restraint.

About stress.
About waiting.
About not forcing outcomes just to look busy.

That wasn’t accidental.

It reflected a very real season I was in—one where doing the right thing mattered more than looking busy, and being patient mattered more than chasing growth. I’ve shared how I evaluate dozens of opportunities and say “no” far more often than I say “yes.”

I’ve talked about the mental load of carrying the responsibility without projects just for the sake of activity. And I’ve written about learning, again and again, that clarity only comes after events unfold—not before.

That season changed me for the better.

But here’s what also became clear.

Being careful isn’t the same as thinking small.

I’ve been disciplined about keeping this Real Estate fund small and private. That was the right choice—until it wasn’t.

Because at some point, limiting who you can help stops being protective and starts being a choice to stay stuck.

I’ve hit that point.

So let me be clear about what I am building toward-and why.

A Bigger Goal Than Returns

I’ve never measured success purely by numbers on a spreadsheet.
Those matter—but they aren’t the point.

My personal goal with our Private Real Estate Investment Fund is this:

To help 100 people reach a place where they have the luxury to choose.

Choose whether to work.
Choose whether to rest.

Choose whether to build something new, give generously, mentor others, or simply be present with the people they love.

To me, that’s what financial freedom actually means. Not quitting work. Not escaping responsibility. But living an intentional life where work, play, contribution, and rest are all choices—not obligations.

On the surface, 100 people might sound small.

But pause for a moment and imagine the ripple effect of 100 people who are no longer constrained by financial pressure.

Imagine 100 people who have the time and space to:

Serve on boards
Fund local businesses
Invest in their communities
Mentor the next generation
Support causes that actually matter to them
Show up fully for their families and health

That kind of freedom doesn’t just change individual lives.
It changes families.
It changes communities.
It changes what’s possible.

One hundred intentional lives lived well has an outsized impact on the world.

And helping create that kind of outcome has become non-negotiable for me.

Why Staying Small No Longer Fits

Up until now, I’ve been willing to operate quietly.

I’ve intentionally kept this small.
I only worked with people I already knew well.
I didn’t talk publicly about what we were doing, and I didn’t try to reach new audiences. Yes, you reader are one of the few who know what I am doing.

That wasn’t fear. It was discipline.

It allowed me to be selective, protect the people already invested, and make decisions without pressure to grow for growth’s sake.

That approach did exactly what it was supposed to do.
It kept standards high, avoided rushed decisions, and ensured alignment with the people involved.

But it also placed an artificial ceiling on who I could help.

There comes a moment when staying contained stops being prudent and starts becoming restrictive. When the systems that once protected the mission begin to limit it.

I’ve reached that moment.

Not because the discipline is gone.
Not because the standards have softened.
But because the mission has sharpened.

What This Means Going Forward

So we’re changing the structure.

Those of you who have already invested are proud owners of several income-producing properties. But I still have a ways to go to hit that 100-person mark—and knowing me, there’s more beyond that.

After February, you will need to be an accredited investor to invest in our Real Estate Fund. (Definition here)

We’ve thought about doing this before, but someone always came along who was non-accredited, who we wanted to help, and so we postponed.

No longer.

The bottom line? This shift means I can finally talk openly about what we’re building—not just with friends and family, but with anyone who might benefit from it.

Next week we’ll go into more detail, and this Thursday we’ll explain the difference between accredited and non-accredited investing—what it means and why it matters.

One Last Thing

If you’ve been thinking about investing but aren’t accredited, reach out 509-948-4801. I’ll make sure you have everything you need to make an informed decision—no pressure, just information.

After that, the structure changes.

This isn’t about exclusion. It’s about building something sustainable that can actually reach 100 people without compromising what’s made this work from the beginning.

The goal hasn’t changed: 100 people with the freedom to choose.

We’re just removing the ceiling that’s been holding us back from getting there.