Legacy Wealth Holdings

Unlocking Wealth Through Passive Real Estate Investment

January 26, 2024

See below for the recording of our Masterclass and Q&A where we dove into:

  • The basics and benefits of passive investment in real estate, perfect for those with limited time.
  • How to harness the power of self-directed accounts with Amanda Holbrook at Specialized Trust Company.
  • Various passive investment opportunities
  • How to effectively manage risks and ensure a stable and profitable investment portfolio.

About the Speakers

Tim Bratz
CEO of Legacy Wealth Holdings and serial entrepreneur

Tim Bratz is the CEO and founder of Legacy Wealth Holdings, a real estate investment company that acquires and transforms distressed apartment buildings into high-yield assets. He has transacted over 6,000 doors and his current portfolio’s valuation is more than $400 million. But for Tim, it’s about more than the money, it’s about making a positive impact through education and empowerment. He has since expanded to own a mastermind, digital marketing company, smart management software company, and online wealth building platform, along with author a series of children’s achievement books, Little Legacy Library.

Fadi Boumitri
Chief Investment Officer for Legacy Wealth Holdings

Fadi serves as Chief Investment Officer for Legacy Wealth Holdings. His primary duties are the strict adherence to SEC regulations and guidelines, as well as investor relations. Fadi is in charge of educating investors on upcoming deals, keeping investors informed on active deals in which they have invested, and protecting investor capital through contracts and agreements that keep operating partners performing in line with the expectations of Legacy Wealth Holdings.

Amanda Holbrook
Self-Directed IRA Professional at Specialized Trust Company

A seasoned professional in real estate and Self-Directed IRA investing, Amanda specializes in guiding clients toward legacy wealth through investment and retirement planning strategies. Inspired by Zig Ziglar’s philosophy of mutual success, Specialized Trust Company is known for their dynamic drive and enthusiasm. Currently, they are welcoming new investors to join the team for create prosperous self-directed retirement plans.