Ken Holman

President at Overland Group Inc. | CCIM, CCA, CPM | Overland Advisors | Authentic Leadership

Role
President, Investment Advisor Representative at Overland Advisors
Location
Lehi, UT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Ken Holman

I have over 40 years experience in all facets of the real estate industry. My areas of expertise include commercial and residential brokerage, construction, development, financing, property management and financial planning. I hold the CCIM, CPM and REIA designations. In 1978, I started my own real estate syndication company known as Kenman Corporation, which changed its name in 1987 to Overland Management & Realty Corporation. OMR has evolved into seven different companies: Overland Group, Inc, Overland Advisors Corporation, Overland Management Corporation, Overland Development Corporation, Overland Construction Corporation, Overland Capital Corporation and Overland Realty Corporation dba RE/MAX Overland. Overland Group, Inc acts as the marketing entity for these companies. At Overland Advisors Corporation, we help business owners and individual investors create long-term wealth by strategically allocating capital into real estate private placements. Our specialty is integrating alternative investments—particularly income-producing real estate—into tax-advantaged retirement plans such as Self-Directed IRAs, Solo 401(k)s, profit sharing, and pension plans.Our clients turn to us when they want to go beyond traditional stocks and bonds and pursue passive real estate ownership through institutional-grade opportunities typically reserved for insiders. We advise on structuring investments in residential and commercial assets—many of which are leased to national tenants like Dollar General, O’Reilly Auto Parts, Big Lots, and other Fortune 500 companies.I currently serve as- President of Overland Advisors Corporation- President of the National Association of Real Estate Advisors (NAREA)- Licensed Instructor in multiple states on using Self-Directed IRAs and 401(k)s for real estate investing- Speaker for The Entrust Group and Equity Trust—the nation’s leading Self-Directed IRA custodians- Member of the Real Estate Investment Association of Utah (REIA)If you’re a business owner, real estate investor, or retirement account holder looking for a smarter way to diversify your portfolio, Overland Advisors can help you navigate the path.

Experience

  1. President, Investment Advisor Representative

    Overland Advisors

    Jan 2024 — Present

    Overland Advisors is a modern financial advisory firm built for those who want more than just a diversified stock portfolio. We specialize in helping individuals and business owners unlock the full potential of self-directed IRAs and 401(k)s, giving you the ability to invest in real estate and alternative assets—just like the ultra-high-net-worth have done for decades.We believe financial planning should start with a conversation, not a product pitch. That’s why we begin every relationship by sitting down with you to understand your values, goals, and vision for the future. Whether you’re aiming to build generational wealth, create passive income, reduce taxes, or exit your business one day, we design a plan to get you there—step by step.Our expertise lies in guiding clients through the often-overlooked world of self-directed retirement accounts. These powerful tools allow you to take control of your retirement funds and invest in assets you understand—especially real estate. From rental properties to private placements and real estate syndications, we help you use your retirement dollars to build tangible, income-producing portfolios.Real estate offers unique benefits in retirement planning: consistent cash flow, long-term appreciation, and tax advantages like depreciation and 1031 exchanges. And when held in a self-directed IRA or solo 401(k), those benefits can grow tax-deferred or even tax-free.But we don’t stop at investments.We offer holistic financial strategies that look at the full picture—retirement planning, risk management, estate coordination, business strategy, and more. At Overland Advisors, we help you move beyond the basic advice and into a tailored, intentional wealth-building plan that fits your life.It’s time to use your money the way the wealthy do—with purpose, control, and confidence.

Education

  • Sugar-Salem High School

    Diploma

    1964 — 1967

  • Brigham Young University Marriott School of Business

    Bachelor of Science, Accounting

    1971 — 1973

  • University of Utah - David Eccles School of Business

    Masters, Business Administration

    1973 — 1974

  • Brigham Young University - Idaho

    Associate, Economics

    1967 — 1969

  • University of Idaho College of Law

    Classes, Law

    1982 — 1983

Skills

  • Landlords
  • Investors
  • Mortgage Broker
  • Managerial Finance
  • Income Properties
  • Commercial Real Estate
  • Apartments
  • Acquisitions
  • Teaches Classes on Successful Financial Management for Real Estate Professionals
  • Real Property
  • Licensing
  • 1031 Exchanges
  • Sellers
  • Financial Analysis
  • Entitlements
  • Tenant Representation
  • Investment Properties
  • Mortgage Loan Originator with the Nationwide Mortgage Licensing System (Nmls)
  • Asset Management
  • Corporate Real Estate
  • Condos
  • Licensed Instructor with the Salt Lake Board of Realtors
  • Tenant
  • Shopping Centers
  • Licensed Instructor for the Utah Division of Real Estate
  • Iras
  • Teaches Webinars for the Entrust Group
  • Management
  • Finance
  • Contract Negotiation
  • Selling
  • Investments
  • Leases
  • Real Estate Broker
  • Real Estate Transactions
  • Construction
  • Lease Negotiations
  • Mortgage Lending
  • Real Estate Investment Advisor
  • Property Management

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Ken Holman — President, Investment Advisor Representative at Overland Advisors in Lehi, UT, US | Unifers