From hands‑on to hands‑free

My rental income now arrives without the headaches
"Being a landlord felt like a job. This feels like freedom."

The Background Story:

Years of rentals built wealth, and stress. They wanted their time back without giving up dependable income.

Client Type:

Former landlords / real estate investors

Client Goal:

Replace rental income with hands‑off private income

The challenge:

Turnover, repairs, and uncertainty were eroding returns, and stealing time. The math (and the hassle) stopped making sense.

Client profile summary:

Net Worth Range:
$4M – $7M
Current Income:
$300,000+ per year
Primary Wealth Source:
Personal real estate & operating business
Primary Goal:
Replace rental income without tenants or maintenance
Investment Style:
Hands-off cash flow
Investment Philosophy:
Structured real-estate-backed income without direct landlord risk

Our Strategy:

After years of riding the ups and downs of stocks and mutual funds, the client turned to direct real estate for more control and stability. While owning rental properties delivered better returns, it also brought constant work, unexpected expenses, and regulations that made being a landlord increasingly difficult.

Over the past few years, the client chose to sell their rentals and reinvest the proceeds into a curated, fully-managed private market portfolio with Rainmaker.

We replaced the hassles of tenant management with:

  • Institutional-grade real estate income that delivers stable, inflation-linked cash flow without the landlord headaches.
  • Private credit and mortgage investments to provide consistent, tax-efficient income well above traditional fixed income yields.
  • Asset-backed operating businesses in essential sectors like healthcare, storage, and infrastructure.
  • Selective growth opportunities in late-stage companies and royalties for uncorrelated upside.
  • Tax-advantaged portfolio design to protect profits by minimizing or deferring taxable income through holdings that may pay a portion of distributions as return of capital.

This shift has transformed a once hands-on, stress-heavy portfolio into a diversified, hands-free income engine with long-term growth potential.

Income + Growth Sources:

Income (monthly / quarterly):

  • Cash flow from high-quality residential and storage real estate assets.
  • Interest income from diversified private credit and mortgage programs.
  • Distributions from essential-service operating companies.
  • Royalties from established intellectual property.
  • A portion of distributions treated as return of capital for enhanced tax efficiency.

Growth (total return):

  • Appreciation of institutional real estate portfolios.
  • NAV growth and occasional special distributions from operating businesses.
  • Long-term upside from late-stage private equity positions.
  • Expansion of revenue streams from recurring-service business models.
Current Portfolio Outlook:
  • Income Stability: Core holdings continue to deliver consistent, on-time distributions, backed by resilient tenant demand and strong credit performance.
  • Defensive Diversification: Exposure across real estate, private credit, operating businesses, and royalties minimizes reliance on any single sector or public market conditions.
  • Upside Potential: Growth allocations are positioned to benefit from NAV gains, special distributions, and strategic exits in the coming years.
  • Lifestyle Impact: The client now enjoys predictable income and portfolio growth; without property maintenance calls, policy headaches, or public market volatility.
  • Tax Efficiency: ROC treatment boosts after-tax yields for non-registered capital, deferring tax and improving net cash flow.

The Outcome:

The clients receive monthly income with zero maintenance and full clarity.

Performance Highlights:

Years as a Client:
7 Years
Number of Private Investments:
15
Distributions Paid OnTime:

99% of scheduled payments

Forecasted Annual Return Range:
Target 8 – 9% (income-led)

Why They Chose Rainmaker:

Access to structured, real‑estate‑backed private issuers without landlord work or liability.

Life after the shift:

More travel, better sleep, and income that shows up like clockwork.

Disclosure: The description of potential tax treatment, including return of capital, is provided for general information only and does not constitute tax advice. Actual tax outcomes depend on individual circumstances. Clients should consult their own qualified tax advisor regarding their specific situation.

Book Your 30-Minute Consultation

Let’s build a portfolio that works for you. Click below to schedule your personal strategy session.

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Book your call with Rainmaker - Speak directly with Sean Blix, Founder & Advisor

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Objective:
This private meeting is designed to give you clarity, direction, and next steps; without any pressure.
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Duration:
30 Minutes
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Location:
Online video conference (link provided after booking)
Sean Blix, Rainmaker Founder and Private Investment Advisor
Advisor:
Title:
Sean Blix
Founder & Advisor
Please note:
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