Complete your first property acquisition.
Reach a net worth of at least $10 million
Reach a net worth of at least $100 million.
Reach a net worth of at least $500 million.
Reach a net worth of at least $1 billion.
Complete your first property acquisition using financing.
Complete your first successful property refinance.
Complete your first Unit Turn.
Hire your first employee.
Establish Headquarters.
Ratify the Founder’s Charter.
Establish a Board.
Establish the Foundation.
Establish a Dynasty Trust.
Complete your first 1031 exchange.
Make your first stock investment.
Receive your first dividend payment.
Complete your first valid succession.
Reach Generation 3 through completed successions.
Make your first Foundation contribution.
Complete your first property disposition.
Own real estate, public securities, and an Alternative Holding at the same time.
Adopt a Capital Reserve Policy.
Acquire your first Alternative Holding.
Have a ratified Founder’s Charter, established Board, Foundation and Dynasty Trust, and an adopted Capital Reserve Policy at the same time.