THE MODERN INVESTOR'S ALTERNATIVE TO WALL STREET
Unprecedented Access To Private Investments
Welcome
We Are Bates Capital
Download The Free Report
“Top 10 Reasons Why The 1% Prefer Private Investments”
Download The Free Report "TOP 10 Reasons Why The 1% Prefer Private Investments"
Download The Free Report
"TOP 10 Reasons Why The 1% Prefer Private Investments"
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OUR FOUNDER
Sam Bates
Sam Bates is the founder and CEO of Bates Capital Group. Sam started his real estate journey in 2009 and has been directly involved in the acquisition or development, reposition, disposition, asset management, and strategic planning of over $200,000,000 in AUM. His portfolio currently has 1,035 multifamily units in Texas and the South East. They have 1,100 units in the development pipeline.
Sam and his team have provided an average IRR of 61% on all deals that have gone full cycle. The market cannot provide this and someone would be hard-pressed to find another real estate investor to provide these types of returns to their clients.
Sam spent over a decade in Corporate America working in various consulting, finance, and accounting positions. He quickly realized a W-2 job was not going to satisfy his desire to help people improve their lives. Once Sam started investing in real estate, he quickly realized how powerful real estate is and decided this was how he wanted to help others meet their goals and create generation wealth to leave their legacy.
Sam has a Bachelor of Science degree from Texas A&M University in Finance, an MS in Personal Financial Planning, and an MBA from Texas Tech University. Sam is an avid sports fan, skier, and loves to read.
Call us Monday – Friday: 8:00 AM – 5:00 PM. We can answer all your questions.
972-855-7654
Sam Bates
Founder of Bates Capital Group
BUILD YOUR EMPIRE, LEAVE YOUR LEGACY
The Path To Generational Wealth
BCG is founded on the belief that you deserve access to the same investments used by the 1% to create freedom, passive income, and generational wealth. We focus on closing the wealth gap for high-income professionals that do not have immediate access to private investments.
With access to proprietary deal flow and our expertise in finance and investment management, busy professionals can partner with us in the lucrative world of alternatives. These investments are not influenced by investor sentiment, the media, or politics.
You can diversify your portfolio without operational experience or the commitment of additional time. BCG will source the prospective investments. We will complete the due diligence and manage the investments until the exit. We are committed to demystifying the process of investing in alternative, private investments.
Generate Cash Flow For Our Investors
Our investment philosophy revolves around creating a positive cash flow on invested capital. With traditional Wall Street products and with most retirement accounts and 401K plans based on those products, the only hope of wealth accumulation is the future appreciation of assets. We believe the more crucial component of generational wealth accumulation is net positive cash flow.
Protect Investor Principal At All Costs
Rule #1: Don’t lose money. Rule #2: Don’t forget Rule #1. A losing investment sets back wealth accumulation in a portfolio by multiples. We understand this. Mathematically, it takes a larger magnitude gain than the original percentage loss just to break even. That’s because of opportunity cost – the opportunity cost of lost time, time that your money could have been generating a positive return as opposed to recovering from the initial loss. This is why we value your principal and will protect it at all costs.
Complete Transparency
When we embarked on this venture, we made open communication one of our founding pillars. We intend to change the paradigm that holds investors hostage to the financial planners and insurance agents who make money even when their clients lose money. Our mission is to provide you with all the information and education you’ll need to make informed decisions alongside our decision-makers. Then when you’re comfortable, you give the thumbs up and we go do the dirty work to provide you a return on your capital.
Invest in Alternatives Not Correlated to Wall Street
The alternative asset classes we invest in are largely shielded from Wall Street volatility. Although there may not always be a demand for the next tech IPO, there will always be a need for real estate. Because we make direct investments with our partners, we maintain control at all times, shielding you from the whims of Wall Street.
INVESTORS BEFORE FOUNDERS
Investor's First Mandate
Our mandate is to put investors first. We create and preserve the wealth of an exclusive group of investors with tangible investments in the private markets. By providing opportunistic private investments, our investors can generate wealth, passive income, and tax advantages without the volatility of Wall Street.
Informed Decision Making: The Comprehensive and Practical Education of Our Investment Opportunities Makes for Informed Decision Making.
High-Quality Investments: We are constantly sourcing high-quality real estate opportunities and deals so that you have a consistent selection of high-quality investments to choose from.
Strong Track Record: Bates principals have built a strong record of real estate investments in Texas and surrounding areas.
GETTING STARTED
Investing With Bates Capital Group
Bates Capital Group is changing the way investors look at alternative investments. Rather than chasing the next shiny investments, our investors prefer to invest in demand and growth opportunities backed by data. Find out how we empower investors to invest like the 1%.
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Client testimonials
What People Say About Us
We have continued to be innovators for our industry, with an entrepreneurial culture that is never satisfied with the status quo, for ourselves or for our clients.
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In The Media
See what our fund managers have been up to and don’t miss their next big move!
WS257: Why Ground Up Development is the Best Investment with Sam Bates
Real estate investor Sam Bates shares his experience with ground up development along with some key tips and strategies for new investors in the space...
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Millennial Cashflow Podcast
In this episode we had the pleasure of speaking with Sam Bates who is co-founder and partner at Trinity Capital Group...
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Wealth Builders Real Estate Investing Podcast
Sam Bates is a partner of Trinity Capital Group that is based in the Dallas Fort Worth area. Sam’s background is in financial services, state and local taxes, and real estate...
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