Josh Plave

About Josh Plave

I run Agreement Flow, a document processing company for franchise brands across America…

Experience

1. Founder, Managing Partner

   Wall To Main Investments

   Nov 2018 — Present

   At Wall to Main, we help you take your retirement off Wall Street and on to Main Street. Your go to educational resource to discovering the potential your IRA or 401k already holds, we help you invest existing retirement funds in multifamily real estate.• Have raised over $5 million in capital, directly fueling the acquisition and development of 15 properties valued at $327 million, spanning 1,900 units across seven markets.• Provide hands-on support to investors, offering guidance on investment strategy, tax navigation, and intricate financial transactions to ensure successful capitalization and foster positive investor satisfaction.• Developed the real estate industry’s only UBIT Calculator, an Excel model built to transparently inform investors of tax consequences prior to making an investment.• Have studied tax code and IRS guidelines to advise investors and real estate professionals on tax-efficient opportunities as well as methods to navigate complex tax consequences.• Established corporate and property-level KPIs, enabling data-driven decision-making.• Underwrite properties and analyze for fit according to investment criteria, stress-testing the underlying metrics to ensure each opportunity provides value to our investors.• Spearhead multi-channel marketing strategies focused on finding leads from “warm” sources, requiring the lightest lift and fastest conversion through the know-like-trust principle.• Lead staff in the design, development, and fulfillment of multiple complex and concurrent campaigns, fine-tuning with data to drive campaign optimization.• Cultivate lasting connections with investors through highly personalized communication and transparent reporting, resulting in 52% of investors reinvesting multiple times.• Engineer and oversee the management of the company website and CRM, architecting robust sales funnels that captivate investors.

Education

• Northeastern University

  Bachelor of Science Degree in Business Administration, Cum Laude, Management, Marketing

  2008 — 2013

Skills

• Spss
• Campaigner
• Microsoft Word
• Sql
• Surveymonkey
• Qualtrics
• Obiee
• Prezi
• Microsoft Excel
• Powerpoint
• Regonline
• Commercial Aviation
• Pivot Tables
• Roadnet