Dave Zook founded The Real Asset Investor in 2015 after growing a handful of successful businesses which resulted in significant tax liabilities. At that time, he became intrigued with how to legally reduce his tax liability and dedicated himself to learning the intricacies of the tax code. He educated himself on this topic, surrounded himself with experts in this field and sought investments in asset classes and with operators that would not only benefit his tax situation but also provide strong returns to protect and build wealth. Dave has become an expert in tax strategy and investments after years of education and experience and founded The Real Asset Investor to help others through education and by offering investments that help achieve their financial plan and goals.
“One needs to be proactive, strategize and create a plan to achieve a tax and investment plan that fits your situation and objectives. Create a plan, stay ahead, and surround yourself with the right people to help you execute on that plan.”
Dave is a successful Business owner, Syndicator and an Investment and Tax Strategist. Dave and his team at The Real Asset Investor have placed more than $800M across various asset classes which offer Cash Flow, Tax Impact and Equity Growth for investors. These asset classes include ATMs, Car Washes, Energy, Self-Storage and more. He and his team are one of the Top 5 ATM Fund Operators in the country. Dave was an early investor in Bitcoin and Digital Assets, and he holds an advisory role at Off the Chain Capital, one of the top performing funds in the world for the last 5 years. Dave is a sought-after speaker and has shared his knowledge across various media platforms such as The International Business Conference, The Real Estate Guys Radio Show, Cashflow Ninja and others. Dave and his wife Susan along with their 4 children live in Lancaster, PA.Linkedin
Chief Operating Officer
Jack serves as Chief Operating Officer for The Real Asset Investor and has a strong background in financial analysis and real estate acquisitions. He has worked for some of the nation’s top Self Storage acquisition firms and operators where he was mainly responsible for the valuation of potential acquisitions across the country and has assisted in the acquisition of more than $450M in Self Storage properties. At The Real Asset Investor, Jack oversees all day-to-day operations and works closely with the firm’s portfolio companies/operating partners.
Brett Van Gorden
Brett serves as Portfolio Manager for The Real Asset Investor. He has merged his experience creating tailored solutions for clients in the marketing industry with his strong understanding of financial markets to help facilitate a seamless investing process. Brett is responsible for monitoring current investments within the portfolio and working with investors to ensure a positive investment experience.
Deb serves as Controller for The Real Asset Investor. She is responsible for the financial operations of the Company and has over 30 years of experience in financial roles with public corporations, non-profit organizations, local governments, and private small businesses. Deb and her husband Paul have two daughters. She enjoys traveling with her family, camping, and spending time at the beach.
Investor Relations Associate
Sam serves as Investor Relations Associate for The Real Asset Investor. Sam has experience working in financial services and wealth management assisting in asset diversification across client portfolios and effectively managing client communication. At The Real Asset Investor, he consults both current and potential investors to help them understand the intricacies of the different investment opportunities offered by the firm.
Investor Relations Specialist
Cordell serves as an Investor Relations Specialist for The Real Asset Investor. He is responsible for facilitating the onboarding process and ensuring a smooth investment experience for both new and existing clients. Cordell was born and raised in Lancaster County, PA and enjoys outdoor activities such as hunting, kayaking, fishing, and spending time with friends and family.
Michelle serves as an Executive Assistant for The Real Asset Investor. She assists in providing comprehensive support to the executive team as well as managing office operations. Her background experience consists of over 18 years in finance and business operation management. Michelle and her husband Stephen have two daughters. In her spare time, she enjoys running, boating, traveling and especially, spending time with family and friends.
Dylan serves as Investor Support for The Real Asset Investor. He is responsible for assisting investors throughout the onboarding process for new investments. In Dylan’s spare time, he enjoys spending time with his family, reading, and reselling new and vintage collectibles.