Investment Sponsor Highlight:
Exploring Muti-Family Real Estate

Join Us for Our Upcoming 
Free Webinar!

When: Wednesday, November 29, 2023 at 2:30 PM ET / 11:30 AM PT

Join Paul Poteet (CEO and Founder of Surge Investment Group), hosted by Madison Trust, to learn about multi-family entitlement, development, construction, and possible opportunities for investing (including through a Self-Directed IRA).
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Featured Speakers

Paul Poteet
Paul is the CEO and Founder of Surge Investment Group. He attended BYU-Idaho where he earned a degree in Business Management and Entrepreneurship. Over his six-year career in development, Paul has personally led the entitlements for 4,031 units spread across 44 projects and seven states, totaling more than $60MM in land value. Additionally, he has personally been involved in the financing and construction of 12 multi-family projects totaling 774 units, representing a total built value of more than $180MM. Previously, Paul was the co-founder of another successful multi-family development firm. After a successful exit, he founded Surge Investment Group with a goal to become one of the top multi-family developers in the country. Under his leadership, Surge has experienced a high degree of growth, acquired 6 multi-family development sites, raised over $35MM in equity, and closed on over $80MM in construction debt for their projects since late 2021.
Dana Udumulla
As the Investments Manager at Madison Trust Company, Dana Udumulla brings a wealth of experience in the alternative investment industry. With her expertise, Dana has helped numerous clients achieve their investment goals through Self-Directed IRAs. As a Certified IRA Services Professional, Dana specializes in IRAs and alternative investments such as real estate, private equity, and many more. In her role at Madison Trust Company, she oversees the team that assists clients with their investments while ensuring compliance with IRS regulations. Dana is dedicated to empowering investors to gain control of their retirement planning to achieve their financial goals and secure their financial future.

Who Is Madison Trust?

Madison Trust an "investor first" Self-Directed IRA custodian. You will get some of the industry's lowest fees and amazing client support as you gain control of your retirement investments.

Are You Ready to Retire Richer?

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This content is for educational purposes only.

Disclaimer: All the information contained on our website is a general discussion for informational purposes only. Madison Trust Company does not provide legal, tax or investment advice. Nothing of the foregoing, or of any other written, electronic, or oral statement or communication by Madison Trust Company or its representatives, is intended to be, or may be relayed as, legal, tax, investment advice, statements, opinions, or predictions. Before making investment decisions, please consult the appropriate legal, tax, and investment professionals for advice.

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Madison Trust Company
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