Prosperity Wealth deploys institutional capital into multifamily real estate and data center infrastructure — generating risk-adjusted returns alongside meaningful tax efficiency for accredited investors.
Every dollar you invest should work as hard as you do — and harder at tax time.
Professional athletes and high-net-worth individuals face a unique financial challenge: peak earning years concentrated into a narrow window. Prosperity Wealth was designed specifically to address this — combining institutional-grade real estate with a tax-forward fund structure.
Our Southeast-focused portfolio provides durable, cash-flowing returns through multifamily housing and the fastest-growing asset class of the next decade: data center infrastructure.
We anchor the fund in the stability of residential real estate, then layer in the accelerating demand economics of data infrastructure.
Southeast multifamily properties in high-growth markets with strong population inflows, job growth, and constrained supply. Cash-flowing assets that anchor the fund's stability.
The backbone of AI, cloud computing, and the digital economy. Data centers represent one of the most compelling infrastructure investment opportunities of the decade, with demand dramatically outpacing supply.
For professional athletes and high earners, ordinary income is taxed at the highest marginal rates. Prosperity Wealth's fund structure is specifically engineered to create meaningful tax offsets through the unique advantages of real property investment.
Speak with Our TeamTax advantages described herein are potential outcomes based on current IRS regulations. Individual tax situations vary. Prospective investors should consult with qualified tax and legal counsel before investing. This does not constitute tax advice.
Engineering studies accelerate depreciation deductions, allowing investors to front-load substantial non-cash losses in the early years of ownership — creating immediate tax offset potential against W-2 and active income.
Fund investors receive K-1 tax documents reflecting their proportionate share of depreciation and losses. For qualified real estate professionals and certain high-income investors, these passive losses can offset significant active income — including athlete salaries, endorsements, and signing bonuses.
Our Delaware-registered LLC provides a flexible, investor-favorable legal framework with established case law, privacy protections, and pass-through tax treatment that avoids the double-taxation of corporate structures.
Appreciation realized upon asset disposition qualifies for long-term capital gains treatment, substantially reducing the effective tax rate compared to ordinary income on investments held beyond 12 months.
Decades of experience across finance, operations, real estate, and capital markets aligned around a single mission.
A financial architect with over a decade of executive leadership, Cheryl brings the rigor of institutional CFO practice to every capital decision at Prosperity Wealth. Her career spans complex growth, transition, and turnaround mandates across multiple industries, guiding companies through the moments that define long-term value.
As former CFO of PKG Inc., Interim CFO at Joule Case, and President of the Idaho Aerospace Alliance, Cheryl has built a reputation for translating financial complexity into decisive action. As a Partner at Fractional Executives, she leads engagements across strategic finance, marketing, and human capital, ensuring that the businesses and funds she advises are built to scale with discipline and accountability at their core.
Jim brings over 13 years of proven deal-making and relationship capital to Prosperity Wealth, with a career built on identifying opportunities others miss and building the partnerships that turn them into lasting value. As Director of Acquisitions at InvestSmart TN LLC, he has led strategic growth across a portfolio that rewards both patience and precision.
His expertise spans business development, marketing communications, and stakeholder management, skills that translate directly into sourcing quality deal flow and expanding the fund's investor network. Jim operates at the intersection of strategic vision and hands-on execution, with an unwavering commitment to integrity, community impact, and long-term outcomes for every partner involved.
John Raymond is a seasoned capital markets practitioner and the founder of Devote Consulting, where he delivers CFO services, business valuations, and acquisition advisory to growth-stage companies and private investors. With 15 years of hands-on experience across real estate, acquisitions, and financial strategy, John has structured complex deals, raised debt and equity capital, and guided businesses through the decisions that define their trajectory.
As a senior advisor with Blue Sky Business Resources and an active investor in his own right, John brings both the analytical framework of a trained CFO and the real-world instincts of an entrepreneur. At Prosperity Wealth, he applies that dual perspective to every investment decision, ensuring the fund's capital is deployed with rigor, purpose, and a clear path to return.
Few people in private markets combine the network reach and personal credibility that Chris brings to Prosperity Wealth. As founder of The Wiser Company, a national consultancy in talent management, business strategy, and executive producing, Chris has spent over 15 years at the table with professional athletes, entertainers, and high-net-worth individuals navigating the intersection of wealth, brand, and legacy.
His advisory work spans venture optimization, asset management, and brand development, making him uniquely positioned to connect elite earners with investment opportunities aligned to their financial goals. Chris does not just open doors. He builds the relationships that make institutional-quality investments accessible to a community that has historically been underserved by traditional private equity.
Access your fund documents, performance reports, and K-1 statements.
Ready to explore whether Prosperity Wealth is the right fit for your investment goals? Our team is available to walk you through the fund structure, tax strategy, and accreditation process.
IMPORTANT DISCLOSURES: This website is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities. Any such offer or solicitation will be made only by means of the official Private Placement Memorandum (PPM) and only to qualified accredited investors as defined under Rule 501 of Regulation D of the Securities Act of 1933. Prosperity Wealth is a private equity fund registered in the State of Delaware and operates under Regulation D Rule 506(c). Investing in private equity funds involves significant risks including possible loss of the entire investment. Past performance is not indicative of future results. Tax benefits referenced herein are potential outcomes based on current tax law; individual tax situations vary and prospective investors should consult with qualified tax and legal advisors before investing. All statements regarding tax advantages including cost segregation, bonus depreciation, and K-1 passive loss treatment are subject to IRS regulations and individual investor eligibility. This offering is not registered with the SEC and is exempt from registration under Rule 506(c).