Tao Brody, CPA, joined PassiveInvesting.com as the Director of Finance in 2022. Prior to joining the team, she worked for New Legacy Group of Companies in New York City, specializing in financial services and investment management, as the Assistant Controller.
Prior to that, she worked in public accounting as an auditor with Deloitte for 5 years serving both financial services and commercial clients. Tao graduated from Clemson University with a Bachelor of Science in Accounting and minor in Financial Management.
She then went on to receive a Masters in Professional Accountancy from Clemson University, graduating in 2015. Tao earned her CPA license in 2017.
Current Investment Opportunity
Explore the Real Estate Debt Fund
Invest to earn now through a non-levered real estate debt strategy, with preferred returns of up to 10% and a monthly compounding option. The fund’s 90-day liquidity option can offer a path to access capital in the future, subject to the applicable terms and availability described in the offering documents.
- Up to a 10% preferred return, based on the amount invested
- Monthly compounding option
- Non-levered structure reduces leverage-related risk compared with similar funds that borrow at the fund level
- 90-day liquidity option, subject to fund terms and availability
Available only to verified accredited investors. Preferred returns are not guaranteed. Investing involves risk, including possible loss of principal and illiquidity. Any offer is made only through the applicable official offering documents.