Focused on the Right Deal, Not Just the Next Deal: Every opportunity is carefully vetted for quality, not quantity.
Conservative, Risk-First Investment Strategy: Only deals that prioritize stability, consistent cash flow, and long-term growth move forward.
Strict Screening Standards: If an investment doesn’t meet our rigorous criteria, it never reaches your inbox.
Driven by Purpose, Not Just Profit: Real estate transformed my life—and now it’s my mission to help others achieve the same.
Legacy Building Through Smart Investments: With CAE, you’re not just growing wealth—you’re creating a legacy for generations to come.
Raised in Broome County, NY, Jeff Roma’s journey began at Temple University, where he played collegiate baseball and graduated in 2003. After launching a successful personal training business, he transitioned into healthcare sales with Quest Diagnostics, where he thrived for 16 years—rising from sales executive to business owner. Jeff co-founded, scaled, and exited a laboratory venture and now serves as a managing partner in a growing lab operation. But his entrepreneurial drive didn’t stop there. Today, Jeff is a passionate real estate investor and developer.
Not much at all. Our investment opportunities are designed to be completely passive. Jeff and the CAE team handle everything—from property acquisition and due diligence to asset management and reporting. You get the benefit of owning real estate without the day-to-day work of being a landlord.
We specialize in multifamily apartments and self-storage facilities—two asset classes known for their stability, cash flow, and scalability. Jeff is actively involved in both ground-up developments and value-add projects, always prioritizing conservative underwriting and long-term growth.
We primarily work with busy professionals—doctors, lawyers, executives, and business owners—who are looking to grow their wealth passively. Most of our offerings are open to accredited investors, but we occasionally have options for non-accredited individuals as well. Reach out to see what opportunities may be available for your situation.
215-280-3577
Mon - Sat – 9:00am - 8:00pm
SUnday – Closed
101 Web Lane, San Francisco, CA