Our
VISION
“To build a generational legacy from a sustainable model where all the players thrive.”
Equilus Capital Partners started in 2017 with $1.2 million in assets. The company’s assets under management have grown to $40 million. We are committed to keeping the best interests of our investors as our top priority. We believe that when our investors succeed, we succeed.
Every decision is guided by our mission to grow and protect our investors’ wealth. Many members of our team are also shareholders in our Real Estate Funds. Equilus Capital Partners is right on track with its vision as it continues to grow and expand.
Protect and Grow
Cheney Park Commons I, LLC
Building A - 36 Units
Multi-Family Housing
1421 Meadow Wood DST
Professional Offices
Multi-Tenant 24 Units
Cheney Park Commons II, LLC
Buildings B, C, D - 54 Units
Multi-Family Housing
Old Town Commons, LLC
Retail Space, Single-Tenant
25,860 sq ft Retail Space
ECP Opportunities Fund I, LP
Six Properties- 35 Units
Multi-Family Housing
Single-Family Housing
Development
Our clients have worked hard to build their nest eggs. S T R A T E G I E S F o r W e a l t h P r e s e r v a t i o n
Our team is dedicated to preserving our clients' wealth and providing taxadvantaged growth and stability through income-producing real estate opportunities. We specialize in tax-deferral strategies that are legal and ethical.
Strategies:
Real Estate Investment Opportunities
Real Estate Index Fund
1031 Exchange Options
Capital Gains Tax Deferral
Self-Directed IRA's
PROCESS Our
Initial Consultation 1 2 3 Follow-up Meeting Present Our Recommendation
Get acquainted
Learn about your goals
Answer your questions
Gather financial data to create an optimal plan
Provide education
Answer your questions Collaborate with your professionals
Answer your questions Prepare, Review, and Sign legal documents 4 Implement the Plan Monitor your assets Reap the benefits 5 Stay Connected
OUR ADVISORS
Joel Frank - MBA
Managing Principal and Founder, Corporate Office
Joel empowers people to achieve their financial goals by delivering proven solutions backed with 31 years of experience Joel specializes in the areas of business capitalization, business and trust management, real estate capital formation, financial management, and estate planning.
https://www equiluscapital com/joel-frank-mba
Senior Financial Advisor, Western Washington
Marc specializes in insurance planning, capital gains deferral strategies, trust strategies, business succession, tax-efficient income strategies, and retirement planning. Marc's niche market is working with small business retirement plans and tax minimization strategies for affluent households https://www.equiluscapital.com/marc-bannos
Marc Bannos
Jonathan Springstead
Professional Financial Planner, Eastern Washington
Jonathan’s heart is that of a teacher He enjoys helping clients gain a better understanding of complex concepts and to simplify methods that will enrich and protect them in the future Jonathan has also spent several years as a Chief Compliance Officer for a local Trust company
https://www equiluscapital com/jonathan-springstead
Shane Veitenheimer
Asset Manager
Eastern Washington & Northern Idaho
Shane is a seasoned Financial Advisor with a Bachelor’s degree in Business Administration He believes that being able to manage your finances properly stems from disciplined decision-making. His primary objective is to educate and equip his clients with the knowledge and resources needed to lead financially successful lives
https://www equiluscapital com/shane-veitenheimer
Mike Musco
Asset Manager, Central Oregon
Mike's approach to business includes taking the time to better understand an individual, their situation, and financial goals. He is driven to give every individual the best experience possible, providing strategies and education that are tailored to help the individual reach their goals
https://www equiluscapital com/mike-musco
