Most people wait decades to enjoy their wealth. But with real assets, you can take your retirement in installments, enjoying cash flow while securing inflation protection.
✔ Use Your Luxury Resort Home Now – Enjoy personal vacations while your investment appreciates.
✔ Earn Short-Term Rental Income – Generate consistent passive income from high-demand vacation rentals.
✔ Maximize Tax Advantages – Reduce your taxable income through real estate depreciation and deductible expenses.
✔ Enjoy Global Travel Benefits – Access exclusive luxury resort home exchanges worldwide through barter.
✔ Retain Full Exit Flexibility – Sell your 50% stake at any time or syndicate shares among partners.
Uncle Lucky Larry might just be the most unlikely marketing expert you'll ever meet. But at 72 years young—and with a father who danced at the family winery and lived vibrantly to the age of 90—Larry is very much alive, active, and driven by purpose. Honest, sincere, and deeply passionate, he is committed to building a lasting legacy for the Findleton family, which now spans seven children and nine beloved grandchildren. His mission isn't about flashy sales tactics; it's about heart, heritage, and creating something timeless for generations to come.
My father had a 29 page living trust and I became the executor and one of three that were required to vote and approve spending. Upon his passing, we met to review the books that were “managed” by my father’s trusted book keeper who just happened to live with one of the three executors...my trusted brother. Turns out they wired $300K to buy a gold mine and then wrote checks for another $50K to open it. All without a vote and when confronted to make it a loan and start making payments, they refused and our family was devastated by the lawyers, District Attorney, Sheriff, Private Investigators, and we still have a signed letter from Kamala Harris who was the California Attorney General. She did nothing to enforce the law.
This has been a driving force for Rocky Ledge Estates. You see, three months prior to our father’s passing, I took my entire retirement saving and used it to remedy that same brothers default at the bank. This is how I received our 41.48 acres.
So with all my retirement in land that is ready to be developed, and no capital to do it without a partner, I am offering 50% of a new Limited Partnership for only $750K. That is only $36K per acre! It get’s even better…My capital contribution to the new LP is the LLC that holds the deeds to the land. The low property taxes remain when the title does not change. The California LLC remains a holding company and we get the benefits of asset protection.
I need a partner that can make the loan to a new California Corporation and I will be the President that spends every dollar knowing that it is one half mine. Our goal is to keep the cost of construction low so when we receive our occupancy permit, the property taxes are set low when they add the cost of improvements to the cost of the land. In California, Proposition 13 locks this price for as long as the title does not change.
We will never change the title or fall victim to the death tax called Proposition 19. There is a provision in that law that recognizes that when real estate is held as stock in our separate family businesses, and neither own more than 50%, then as long as the businesses are in good standing, the can own and receive the passive income from the short-term rentals forever.
And because our families are in the hospitality business, many of their expenses can be deducted before our separate businesses pay tax on the remaining profit. Things like a dinner to entertain potential clients, travel expenses to study another successful property can all be a deduction. In fact their salary and benefits are a business expense too!
Even if the resort only made a small profit, our families will always have one week in each of the eight Private Resort Homes, or all eight for one week. The owners are allowed two weeks of personal use each year, so each family gets one week. The onsite concierge is responsible for bookings and getting us Five Star Reviews as well as hosting our trades with Luxury Home Exchange or other clubs that use barter to enable a variety of new places for the owners. In fact, we will trade two weeks in each PRH and at the current rate of $7,000 per week, the eight PRH’s earn us 56,000 points for each of our families. The points are guaranteed and they never expire.
Our rates will increase automatically when we use the AI powered property management SaaS to connect our rentals to all the Airbnb networks. And since the payments are online, our CPA and the owners see it all on our smartphones. This is how a wife of a HNWI can qualify as a Real Estate Professional and enjoy the benefits of deducting all the depreciation and expenses. The proof of hours can be easily documented from any location with the APP.
This is a buy and hold investment. But seriously,, why would anyone want to ever stop the benefits of vacations with family and friends, world travel, and getting paid to promote it while expending travel and entertainment? The family can sell their 50% equity at any time, however, in order to preserve our legacy for all future generations, the LP has a way to keep it going forever! When you remove the incentive for selling it, (money), by mandating that the profits from the sale go to charity, no future greedy heir of ours will ever stop our legacy.
So how about it? The cost of getting in is $750,000 for 50% but you must be able to loan the construction capital. We estimate that our construction team of employees will be able to complete the project in 12 months with a total cost of under $500,000. When we divide that costs by eight estates, each tax rate adds $62,500 in labor to the materials cost and then the cost of the parcel which is less than $50,000. The OmniBlock fireproof walls for all the exterior on one of the PRH with 43,000 sq./ft.is only $40,000. There will be lumber, windows, truss, roofing, electrical, plumbing, concrete, and FF&E (Furniture, Fixtures, and Equipment). We are budgeted at $200 per square foot so $215K + $62,500 + $50,000 + $82K buffer = $409K The state of California multiplies by 0.86% so our property taxes are locked at $3,476 per year.
When you compare the costs of any other 6 bedroom, 6- bathroom on 5 acres in California, the purchase price would be over $1.2M and then the 6% realtor fee would add another $72K and then the property taxes would be $10,812! This is $7,336 more per year! And with eight estates over then next 100 years, our heirs would lose the $5.86M we save them with this strategy!
Now let’s review the rental income we projected when we did the business plan. We surveyed many young families and verified that $2,300 for a one week vacation in our PRH would be a bargain! When we tell them that they need to book the PRH with three others that each pay the same, all perceive that as a bonus. Vacation together with others outdoors is always better. So each PRH earns us $7K per week, and with 8 available each week and our ability to rent to groups of up to 128 guests per week, that is $56K per week! And when we remove the two weeks our families get for free and the two weeks for barter, that leaves us 48 weeks to profit during the four seasons each year. That would generate $2,688,000 with 384 contracts all booked online using AI and our onsite VP of Hospitality! The expenses are projected to be $600K per year. When we increase the rental rates from our current $250/night per family to say $350/night, the new potential income is $3.763M.
Do not forget that the construction company will continue to charge the other 30% that we saved when we hired them directly. And the Event Center will be leased for weddings, community functions, and MICE. The best part of the MICE Industry is that businesses are able to deduct the rent they pay us when they gather their teams together for training or an incentive trip.
And let’s not forget that we are an equestrian resort, so when our guest bring their horses, we add a fee per night for the pipe corrals. We anticipate being able to get local ranches to lease their horses to our guests and our event center will accommodate eight mules for novice rides on the Pacific Crest Trail to Burney Falls with a return on the Great Shasta Rail Trail. Our heirs will assist our VP of Hospitality and our VP of Development will maintain it all for us and there are many available additional parcels should we decide to grow the business. A Franchise Model for PRH is also an option.
