Capital Verified (CV) verifies that records checks and verification of background, education, and experience were done and documented in the information contained below.

This Passport is a stamp in time: Current as of December 7, 2023.

Jonathan Chan

Jonathan’s professional accounting background demonstrates his sharp eye for detail, numbers, and a drive for continued professional development. As a CPA with the CISA certification he’s perfromed as a seasoned internal accountant and specializes in accounting automation. Jonathan made partner at the IT/Accounting consulting company where he works and helps government contractors automate their accounting processes.

His real estate investment draws on his analytical and consultative background. Jonathan has made significant strides over the past three years gaining acuity for raising capital with a commitment to educating his peers, reflecting his proactive nature. Jonathan’s portfolio, encompassing full ownership of properties across multiple states and strategic partnerships, is a testament to his skill in executing a clear vision and implementing process automation. Jonathan chases cashflow, equity, and the evergreen exit strategy of long term rentals. Jonathan leverages his skills as both a private money lender and private money borrower so he can proactively manage risks, and prioritize the security of his lenders.

Mission:

To revolutionize wealth building through strategic real estate investments empowering individuals to break free from traditional financial constraints. By providing education, fostering financial independence, and delivering consistent, reliable returns, he strives to reshape the narrative of success.

Vision:

He envisions a landscape where financial freedom is attainable for all. Success is intertwined with the success of those he lends to, partners with, and borrows from as he assists in creating a community of empowered individuals armed with knowledge and strategic investments to build a legacy of stability and abundance.

Values:

Integrity | Family | Health

Integrity:

  • Upholding the highest ethical standards in all business transactions.

  • Ensuring transparency, honesty, and trust in financial dealings.

Family:

  • Prioritizing the well-being and quality of life for both our clients and our own families.

  • Creating opportunities for families to experience and share new educational experiences.

Health:

  • Acknowledging the significance of physical and mental well-being in achieving holistic success.

  • Integrating fitness and lifestyle choices that contribute to long-term health.

Verified: Jonathan Chan

  • Liens: N/A None Identified

    Judgements: N/A None Identified

    Bankruptcies: N/A None Identified

    Criminal Records: N/A None Identified

    • Bachelor of Science in Accounting (2008)

    • Certified Public Accountant (CPA) (2012)

    • Certified Information Systems Auditor (CISA) (2013)

    • Mentorships:

    • Subto Jun 2022 | Gator Jun 2022 | Subto Mastermind Nov 2022

    • 7x Vacant Land Lots Sold

    • Property Management

    • Accounting

    • Lender & Borrower

    • Long term buy and hold properties (see assets)

    • Lead Generation

    • Wholesaling

  • Personal: 809-820

    Excellent

    No delinquencies

    No derogatory information

    • Liabilities: ~$11,000

    • Rental: $7600/mo NET

    • W2: $18,000

  • Sole Owner: 10x Long Term Rentals

Buy Box

Acquisitions

Huntsville, Chattanooga, Orlando, Akron 

Rent ready homes in B and C class neighborhoods with 10% entry fee that cash flow at least $300 per door after warchest, debt service and PM.

Lending

Short Term Loans: 50% LTV (i.e. 20k loan must have 40k of secured equity)

Long Term Loans: 80% LTV

Want to work with Jonathan?

Call: 571-277-1546