You don't need to replace your portfolio. You may need to build a better one.
A free 10 minute masterclass with John Brackett, Founder and CEO, Fidelity Business Partners. A clear, practical framework for high income professionals who are curious about private investments but do not know where to start. No pitch. No obligation. Watch it the moment you register.
10 min
Runtime
Tight, no filler
1
Framework
One clear method to reuse
$0
Cost
Complimentary, no pitch
24/7
Access
Complimentary, no pitch
One form. Instant access. No obligation.
A short, practical masterclass for high income professionals who want to understand how private investments can complement a public market portfolio, before they ever put a dollar to work.
Why diversification beyond public markets matters
How real estate syndications and private deals actually work
The right questions to ask before you allocate capital
How to tell if alternatives fit your portfolio at all
A clear framework you can actually use.
No jargon and no hype. Just the map a first time private investor needs, from an operator who allocates capital the same way himself.
The case for alternatives
Why high income professionals add private investments beside their public holdings. The role of cash flow, the trade offs of illiquidity, and how diversification actually lowers portfolio stress.
How it works
Real estate syndication structures explained in plain English. The role of the limited partner, how distributions and K-1s flow, and where the sponsor fits in the deal.
Due diligence
The questions to ask any sponsor, the red flags that should stop you cold, and how to evaluate a structure before you allocate a single dollar of capital.
4.9
2k+ satisfied customers
A clear framework, not a sales pitch.
Why diversification beyond public markets matters
When too much of your wealth rides on one market, one bad stretch hits everything at once. We show why a second engine of return changes how the whole portfolio behaves.
How real estate syndications work
Ownership economics without the operational drag. The structure, the limited partner role, and how quarterly distributions and depreciation actually reach you.
What to watch for before investing
The questions to ask a sponsor, the red flags in a deal, and how to hold any operator to the same disciplined bar before you commit.
Whether alternatives fit your portfolio at all
Honest guidance on when private investments make sense and when they do not, so you can decide with clarity instead of guesswork.
4.9
2k+ satisfied customers
High income professionals who value education over pressure.
If most of your wealth sits in stocks, bonds, and cash, and you have wondered whether private investments belong beside them, this ten minutes was made for you.
Accredited investors
$200K+ income or $1M+ net worth, excluding your primary residence.
Primarily in public markets
Most of your wealth is in stocks, bonds, and cash today, and you want a second engine
Interested in passive income
You want diversification and cash flow that does not depend on your day job or your brokerage account.
Open to illiquid investments
You can leave capital in place for the long term in exchange for the ownership economics.
Curious but new to this
You are interested in alternatives but do not yet know where to start. This is your on ramp.
Education over hard sell
You would rather understand the mechanics first than be rushed toward a decision.
Multifamily, vertically integrated, accredited only.
Fidelity Business Partners raises capital from accredited investors and deploys it in San Diego County multifamily, with Houston and San Antonio as growth markets. Investment, property management, and construction are all in house. The masterclass gives you the framework. The portfolio link shows you exactly what we operate right now.
Reg D 506(c) means actual offerings are made only through formal documents (PPM, subscription, operating agreement) and only to verified accredited investors. The portfolio link is informational, useful for diligence, not an offer.
Primary market
San Diego
County · home turf · Carlsbad based
Growth markets
TX
Houston · San Antonio
Minimum entry
$20K
Accredited investors only
Operations
100% in house
PM and construction not outsourced
Your Instructor
John Brackett
Founder and CEO, Fidelity Business Partners
Ten years in commercial banking, treasury management, and CRE finance before founding FBP. Carlsbad based, walks San Diego submarkets on foot, and uses the same frameworks on FBP's own balance sheet that he teaches in this masterclass. No theory, just how an active operator actually thinks about capital.
The questions we hear most.
Is this a pitch?
No. It is an education first series. We are not asking you to move out of public markets. The goal is to show how private investments can complement the portfolio you already hold. We reference the kinds of deals we underwrite because that keeps the lessons concrete. If you want to talk specifics after, you can book a 1:1 investor conversation with John. Specific offerings are made only through formal PPM and subscription documents to verified accredited investors.
Do I have to be accredited to watch?
Under SEC Reg D Rule 506(c), our offerings are restricted to accredited investors, so we ask for accreditation status at registration. If you’re not yet accredited, you can still watch the masterclass and keep the educational framework. It’s useful either way.
How long is it, and can I watch anytime?
It runs about 10 minutes and it’s fully on demand. You get instant access the moment you register, and you can watch it whenever it suits you, on any device. No scheduled time, no waiting.
What does it cost?
Nothing. The masterclass is complimentary. We share it because educated investors ask better questions, and that makes for better partnerships down the road.
Can I talk to John after I watch?
Yes. On the thank you page right after you register, there’s a link to book a one on one call with John. It’s a no pressure conversation to answer your questions and, if it fits, walk the current FBP portfolio together.
Will you spam me?
No. We send a short series of helpful follow ups tied to the masterclass, and you can opt out anytime. We never sell or share your information.
Ten minutes that change how you think about diversification.
Free on-demand masterclass with John Brackett. Watch it now, on any device, and book a call when you're ready. Accredited investors only.
Free · 10 min · On demand · Accredited only
Fidelity Business Partners
1011 Union Street, 9th Floor, San Diego, CA 92101
Reg D Rule 506(c) · Accredited Investors Only
This material is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any security. Any such offer is made only through formal offering documents (PPM, subscription agreement, operating agreement) and only to accredited investors as defined under Rule 501 of Regulation D. Past performance is not indicative of future results. Projected returns (including IRR and distribution targets) are illustrative, not guaranteed. Real estate investments involve risk, including the possible loss of principal. Consult your own tax, legal, and financial advisors before investing.
