Michael Moulton

About Michael Moulton

I focus on Wealth Growth & Preservation through various asset classes. With over 25 years of investment expertise, I guide passive accredited investors to a simpler, more predictable path of wealth growth and preservation. I offer investors access to exclusive deal flow and unique avenues for strategic wealth accumulation. My approach emphasizes identifying and structuring opportunities that deliver consistent returns and long-term stability. Real Estate Expertise: My extensive background in real estate investing remains a cornerstone of my expertise:* Executed transactions across various strategies * Mastered self-storage investments, fix-and-flips, new construction (stick-built and manufactured housing), adaptive reuse apartments, and short/long-term rentals * Maintain a diverse portfolio of self-storage, single/multi-family, and commercial assets in the Southeast market Corporate Pedigree: My journey to investment success was shaped by robust corporate experience:* Global IT leadership roles at General Electric * Six Sigma Black Belt certification, honing analytical and problem-solving skills * Developed a keen eye for identifying lucrative opportunities across industries Optimistic Capital: This premier capital raising and investment arm stands as a testament to our commitment to innovative wealth building solutions. Personal Philosophy:* Strive for a healthy, fulfilling, and active lifestyle with my family * Inspire and empower others to achieve their personal and financial goals * Lead investors to unparalleled opportunities for wealth growth and preservation Specialties:* Real Estate Investment Strategies * Strategic Asset Allocation * Business Process Optimization * Effective Communication and Relationship Building * Investing in the Life Settlements asset class Ready to explore strategic investment opportunities for wealth growth and preservation? Let\'s connect to discuss how my expertise can help you achieve your financial goals.

Experience

1. CEO - Optimistic Capital

   Optimistic Capital

   Jan 2021 — Present · Charlotte, NC

   Welcome to the exclusive Life Settlement Asset Class. Why buy, fix, build, renovate or operate real estate when you can press the “BYPASS” button and obtain better returns with no business operations? This EXCLUSIVE asset class operates independent of the market with no economic fluctuations, has a market size over double the real estate mortgage market, has unlimited deal flow, & no heavy lift business operations (ie. Don’t have to buy an asset, improve it and operate it to obtain pro forma results). It also has high barrier to entry (need specific licensing that\'s hard to get), and year over year consistent returns that beat most real estate all day.

Education

• University of Massachusetts Amherst

  Bachelor of Business Administration - BBA, Operations Managment

• Isenberg School of Management, UMass Amherst

  Bachelor of Science, Operations Managment

  1993 — 1997

• Westford Academy

  Highschool Diploma, All

  1989 — 1993

Skills

• B2b
• Business Development
• Project Management
• Leadership
• Real Estate Brokering
• Business Planning
• Buyers
• Process Improvement
• Selling
• Real Estate Investment
• Public Speaking
• Sales
• Small Business
• Customer Service
• Start-Ups
• Luxury
• Program Management
• E-Commerce
• Rent to Own
• Property
• Real Estate Transactions
• Small Business Development
• Marketing Strategy
• Foreclosures
• Negotiation
• Contract Negotiation
• Foreclosure Properties
• Brokerage
• New Business Development
• Networking
• Investments
• Commercial Real Estate
• Investment Properties
• Strategic Planning
• Six Sigma
• Management
• Relocation
• Short Sales
• Sellers
• Residential Homes