JUN 24th • 2 PM EST
Direct Index Investing: A Tax-Saving Strategy for Real Estate Investors with
Mo Al Adham
- How tax-loss harvesting can be used to reduce capital gains taxes.
- Why ETFs and mutual funds may not be the most efficient investment options.
- How a Portfolio Line of Credit (PLOC) offers liquidity without having to sell your investments.
WHAT YOU'LL LEARN
Tired of watching high taxes eat into your real estate profits? Discover how direct indexing can help you minimize capital gains taxes, boost after-tax returns, and maintain liquidity without selling assets. Mo Al Adham, founder and CEO of Frec, will share proven strategies tailored for real estate investors.
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Mo Al Adham
Hi! I’m Mo Al Adham, founder and CEO of Frec. I’ve spent my career building fintech companies that make complex tools simple and accessible. After founding TwitVid and advising Instacart early on, I launched Frec to bring sophisticated investment strategies—like direct indexing—to everyday investors. I’m excited to share how we’re helping more people take control of their financial future with smarter, more flexible investment solutions.
