Solutions

Tax Strategies. Income Solutions. Private Equity.

Build Wealth With Us

S2K Financial is a distributor of institutional-based investment programs designed to create value for investors. We embrace the important and evolving industry changes in the offerings we distribute through effective duration, size and diversification.

Current Offerings

Investment Funds. Advisory Services.

We Prioritize the Investor

Our wealth management platform offers diversified investment solutions. We specialize in alternative investments, primarily through real estate, providing tax-optimized solutions, income generation, and private equity opportunities We prioritize investor returns utilizing innovative deal structures to align all parties' interests. Product sponsors are experienced institutional sponsors.

Income Solutions | Private Equity | Tax Strategies

Current Offerings

Investor Portal

S2K/Miller Fund LP

GP Real Estate Fund

Opportunity to share in 50% of fees and 100% of promote in a $2.5 billion "roof-over-head" potential portfolio
10% preferred return
100+ years of real estate expertise

TRD Pendry Tampa

Qualified OZ Fund

Seasoned developers and tax benefits
Multiuse site: Residential, hotel, event, and retail space
54% of residential units pre-sold and sales pipeline in place

Steele Creek

Corporate Credit Fund

Corporate credit fund that prioritizes investor returns
Sponsor alignment through distribution-first fee structure and liquidity options
Maximized earning potential within the dynamic loan market
Deep market access

S2K Charlotte Multifamily

Qualified OZ Fund

350-unit multifamily development
NODA neighborhood of Charlotte, North Carolina
Growing population, top-ranked business climate, and surging job market

Victrix-Gordon Carew Tower

Qualified OZ Fund

Adaptive reuse of historic Carew Tower
Initial purchase price -$16 million as a result of local tax credits and grants
Multiuse site (residential and retail)
Sponsors have extensive experience in office-to-multifamily conversions

S2K/Miller CLT Fund

Roth Fund

5.3 acre site in Charlotte, NC developing 500 Class A market rate multifamily units.
Equity real estate investment with a valuation within 12-18 months for Roth IRA conversions