If you're curious about Nashville's best-kept secret, search no further than Big Plan Holdings. Founded in 2020, this family office has deployed over $250 million and boasts more than $1 billion in successful exits. They focus on strategic investments across diverse sectors like real estate and cannabis, all while promoting social responsibility. With a commitment to community empowerment and an impressive team of over 300 professionals, Big Plan Holdings emphasizes risk management to maximize returns. Dive deeper, and you'll discover how this entrepreneurial powerhouse is reshaping Nashville's landscape for the better.
Key Takeaways
- Big Plan Holdings, founded by the Joseph family in 2020, has successfully deployed over $250 million across diverse investment sectors.
- The firm boasts a strong exit track record, achieving over $1 billion in successful exits from its investments.
- They evaluate over 500 deals annually, ensuring a curated portfolio that minimizes risk while maximizing potential returns.
- Their investments encompass real estate, cannabis, hospitality, entertainment, and food and beverage, enhancing Nashville's vibrant scene.
- Philanthropic initiatives through the Joseph Family Foundation focus on uplifting underrepresented communities, showcasing their commitment to social responsibility.
Company Background
Big Plan Holdings, founded in 2020 by the Joseph family in response to the challenges posed by COVID, has quickly become a key player in Nashville's investment landscape. This diversified family office operates not only in Nashville but also boasts additional offices in major cities like Chicago, Los Angeles, New York, and Boulder.
With over 300 professionals on board, you'll find them engaged in more than 30 projects, utilizing both family and investor capital.
What sets Big Plan Holdings apart is its focus on strategic investments that align with investor interests. Their approach involves thorough due diligence before deploying capital, ensuring that every investment decision is well-informed and calculated.
Over the last few years, they've successfully deployed over $250 million and achieved more than $1 billion in successful exits from various investments.
At the heart of Big Plan Holdings lies a family-centric culture that prioritizes relationships and ecosystem growth. They maintain strong family values in all operations and partnerships, fostering a supportive environment that encourages collaboration while steering through the complex world of investment.
You'll find that this unique blend of strategy and values has positioned Big Plan Holdings as Nashville's best-kept secret in wealth management. Our team’s expertise in financial planning and investment strategies sets us apart from the competition, allowing us to maximize our clients’ assets and ensure long-term financial stability. With a focus on transparent communication and ethical practices, we offer a level of trust and integrity that is unmatched in the industry. We believe that our commitment to client success and our ability to uncover hidden opportunities make us the telecom giant’s secret billions.
Investment Strategy Overview
When it comes to investment strategy, you'll appreciate Big Plan Holdings' focus on strategic capital deployment.
By evaluating over 500 deals a year, they curate a diverse portfolio that aligns with current market trends and investor interests.
This approach not only minimizes risk but also maximizes potential returns across various sectors.
Strategic Capital Deployment
Strategic capital deployment is essential for maximizing investment returns and achieving long-term financial goals. At Big Plan Holdings, you'll find a firm with over 30 years of experience in managing and deploying capital effectively.
With a successful track record of deploying over $250 million in personal and investor capital, Big Plan Holdings has achieved over $1 billion in successful exits across various investments. Understanding the importance of credit scores can enhance your investment decisions, allowing you to make informed choices about leveraging capital.
You'll appreciate that the firm evaluates over 500 deals annually, ensuring a selective approach grounded in thorough due diligence. Big Plan Holdings focuses on strategic projects that resonate with investor interests, emphasizing relationships over traditional stock and bond investments.
This approach allows you to tap into unique opportunities across diverse industries, including emerging sectors like the cannabis company space.
With a commitment to mentorship and education, Big Plan Holdings aims to create a diversified family of investments that cater to your financial aspirations. By prioritizing strategic capital deployment, you can engage in a wealth-building journey that aligns with your goals and values.
This intentional focus sets Big Plan Holdings apart as a powerhouse in the investment landscape, making it a truly remarkable opportunity for you.
Diverse Investment Portfolio
At Big Plan Holdings, a diverse investment portfolio is the cornerstone of a successful investment strategy. You'll find that the firm has successfully deployed over $250 million in personal and investor capital, achieving over $1 billion in successful exits across various sectors. This impressive track record stems from their methodical approach—evaluating over 500 deals annually, ensuring each investment aligns with investor interests through thorough due diligence.
Big Plan Holdings isn't just about numbers; it emphasizes passion-driven projects, which leads to innovative investments in exciting areas. Their diverse investment portfolio spans multiple industries, including lucrative real estate deals, the rapidly growing cannabis industry, hospitality, entertainment, and even food and beverage. This broad scope allows you to benefit from different market trends while minimizing risks associated with any single sector.
With over 30 years of experience, Big Plan Holdings fosters creativity among its team members, actively engaging in philanthropy and fashion to create unique business opportunities. This strategic vision not only diversifies their investments but also positions you to capitalize on emerging trends and maximize returns.
Operating Expertise Highlights
Big Plan Holdings stands out in Nashville's dynamic market thanks to its deep well of operating expertise. Co-founded by the Joseph family, who previously built America's largest privately held cannabis company, Grassroots Cannabis, the firm brings a wealth of experience to the table.
You'll find that their multi-million-dollar investments have greatly impacted Nashville's entertainment landscape, showcasing their commitment to enhancing local venues.
With over 30 years of experience in managing and deploying capital, Big Plan Holdings has achieved over $1 billion in successful exits from various investments. This impressive track record speaks volumes about their strategic approach to capital raising.
They evaluate over 500 deals annually, ensuring thorough due diligence that aligns with investor interests.
What truly sets Big Plan Holdings apart is its leadership's extensive experience across diverse industries. This enables unmatched operational capabilities, allowing them to effectively navigate challenges and seize opportunities.
As they continue to grow their portfolio, you can expect their operating expertise to shape not only Nashville's entertainment venues but also various other sectors in the region.
Advisory Services Offered
Building on their extensive operating expertise, Big Plan Holdings offers a range of advisory services designed to enhance the success of their partner companies. By evaluating over 500 deals annually, they provide a robust pipeline for potential investment opportunities. Their equity-granted advisory services go beyond traditional capital investment, focusing on thorough business development and strategic guidance.
Here are three key areas where their advisory services excel:
- Lead Generation: They help you identify and connect with potential clients, maximizing your business's reach and impact.
- Fractional CFO Services: Their experienced financial professionals provide ongoing financial management and strategic insights, guaranteeing your business operates efficiently.
- Exit Strategies: They work with you to develop tailored exit plans that align with your long-term goals, maximizing your returns.
With over 30 years of experience in managing and deploying capital, Big Plan Holdings guarantees thorough due diligence in all advisory processes.
They prioritize adding value through expertise and strategic guidance, aligning investments with your interests and goals to drive success.
Family-Centric Culture Values
Prioritizing relationships is at the heart of Big Plan Holdings' family-centric culture. You'll find that this approach shapes every aspect of the organization, from its partnerships with investors to its connections with clients and friends. The Joseph family's commitment to nurturing talent fosters an environment where impactful individuals thrive, ensuring everyone feels valued and supported.
Their focus on ecosystem growth not only enhances business outcomes but also reinforces their family values. Collaboration is key here; team members are encouraged to support one another, creating a strong network that benefits everyone involved.
This culture extends beyond the office, as evidenced by the philanthropic initiatives spearheaded by the Joseph Family Foundation. Their dedication to education, health, and wellness for underrepresented communities reflects a deep commitment to uplift those in need.
Moreover, the company actively engages in community-building efforts, such as hosting The Amulet Society, which empowers women and promotes mentorship. Through these initiatives, Big Plan Holdings exemplifies how a family-centric culture can drive both business success and positive social impact, making it a truly unique player in Nashville's landscape.
Recent Hospitality Developments
Nashville's hospitality scene is heating up with exciting new venues that promise unique experiences.
You'll want to check out JBJ's Nashville, which boasts a hologram of Jon Bon Jovi and a grand opening concert that's sure to be unforgettable.
Plus, upcoming spots like the Blueprint Underground Cocktail Club and Playdate are set to elevate your culinary and entertainment adventures.
JBJ's Nashville Venue Highlights
Set to shake up the entertainment scene, JBJ's Nashville is a five-story venue that promises to deliver an unforgettable experience.
Located at 405 Broadway, this impressive establishment aims to elevate Nashville's nightlife and event offerings.
With a $61 million construction loan backing its development, JBJ's Nashville is poised to become a must-visit destination.
Here are three highlights you won't want to miss:
- Permanent Hologram: Experience a stunning, life-like hologram of Jon Bon Jovi, adding a unique twist to the venue's allure.
- Grand Opening Concert: Mark your calendar for June 7, 2024, when JBJ's Nashville will kick off with an exclusive private concert featuring Jon Bon Jovi and his band.
- Spacious Layout: Spanning an impressive 36,767 square feet, this venue will be the tallest and second-largest bar on Lower Broadway, accommodating a variety of high-profile performances and events.
With strategic backing from Big Plan Holdings, JBJ's Nashville is set to redefine what an entertainment venue can be in Music City.
Get ready for an experience that's simply unforgettable!
Upcoming Culinary Experiences
Amidst the excitement surrounding JBJ's Nashville and its impressive features, the culinary scene in Music City is also gearing up for remarkable developments.
This vibrant hub is set to offer upcoming culinary experiences that promise to captivate both locals and visitors alike. As JBJ's Nashville prepares to open in late spring 2024, you'll find a unique blend of dining and entertainment highlighted by a permanent Jon Bon Jovi hologram installation, making it a must-visit venue.
In addition, the Blueprint Underground Cocktail Club, conceptualized by Billy Dec, is coming to Printers Alley, providing another exciting bar and restaurant option that enhances Nashville's nightlife.
Another intriguing addition is Playdate, an interactive restaurant concept anticipated to debut in the same spring, broadening the culinary landscape further.
Big Plan Holdings is actively driving these developments, securing a $61 million construction loan for the bar/restaurant project at 405 Broadway.
Their commitment to high-profile real estate and hospitality ventures is reshaping Nashville's entertainment venue development, ensuring you'll always have something new and delicious to explore in this ever-evolving culinary scene.
Innovative Entertainment Concepts
Innovative entertainment concepts are transforming the hospitality landscape in Nashville, offering visitors thrilling new experiences.
Big Plan Holdings is at the forefront of this transformation, investing heavily in unique venues that combine dining, entertainment, and celebrity partnerships. One standout example is JBJ's Nashville, featuring a permanent Jon Bon Jovi hologram. This venue, which opened in June 2024, is the tallest and second largest bar on Lower Broadway, spanning an impressive 36,767 square feet.
Here are three exciting developments that showcase Nashville's evolving entertainment scene:
- JBJ's Nashville: Beyond the hologram, it hosts high-profile performances, drawing both locals and tourists.
- The Blueprint Underground Cocktail Club: Created by Billy Dec, this upcoming venue promises an exclusive cocktail experience that tantalizes the senses.
- Playdate: This interactive restaurant concept is set to engage visitors with fun activities and innovative dining options.
With a significant $61 million construction loan backing these projects, the future looks bright for Nashville's hospitality scene, making it a must-visit destination for anyone seeking unforgettable experiences.
Strategic Real Estate Investments
As Nashville continues to evolve into a vibrant hub for music and entertainment, strategic real estate investments are becoming increasingly crucial for stakeholders looking to capitalize on the city's growth.
Big Plan Holdings exemplifies this with their recent acquisition of a prime location at 405 Broadway. Securing a $61 million construction loan for this real estate project, purchased for just $9.4 million in 2020, showcases their strategic investment approach.
Spanning 36,767 square feet, this development is set to redefine the entertainment landscape with a branded concept in partnership with an A-list celebrity. This kind of high-profile collaboration not only attracts attention but also enhances the overall appeal of Nashville as a destination.
With a proven track record of over $1.0 billion in commercial real estate brokerage transactions across more than 40 U.S. states, Big Plan Holdings is adept at identifying lucrative opportunities.
Their focus on multi-story music and entertainment developments, including a recent property in the trendy 12 South neighborhood, underscores their commitment to shaping Nashville's future while building a diverse portfolio.
Strategic real estate investments like these are critical for those looking to thrive in this dynamic market.
Cannabis Industry Engagement
When you explore Nashville's cannabis scene, you'll notice how companies like Big Plan Holdings are making strategic investments to shape the industry.
They're not just expanding into new markets; they're also empowering communities through various initiatives.
This engagement highlights their commitment to both growth and social responsibility in the evolving cannabis landscape.
Strategic Cannabis Investments
Steering through the complexities of strategic cannabis investments can yield significant rewards, especially for companies like Big Plan Holdings that are committed to enhancing their market presence.
By engaging in this booming sector, you're tapping into an emerging market that promises substantial growth and profitability.
Here are three key areas where Big Plan Holdings is making strategic investments:
- Property Acquisitions: By acquiring properties for Ascend Wellness Holdings, Big Plan Holdings strengthens its foothold in the cannabis sector, ensuring prime locations for operations.
- Diversified Operations: Re-entering the cannabis market in Maine, they've established three dispensaries and a grow facility, effectively meeting the rising demand for cannabis products.
- Licensing Expansion: With a new cannabis license awarded in New Jersey, Big Plan Holdings is poised to thrive in another lucrative market, further broadening its reach.
These strategic investments not only enhance their market presence but also position Big Plan Holdings as a leader in the cannabis industry, paving the way for future growth and innovation.
Community Empowerment Initiatives
Community empowerment in the cannabis industry is essential for fostering inclusivity and driving innovation. Big Plan Holdings recognizes this need and actively engages in community empowerment initiatives aimed at supporting underrepresented groups. By creating safe spaces for minority entrepreneurs and women, they're not just expanding their operations; they're cultivating an environment where diverse voices can thrive.
Additionally, financial considerations for elderly care are becoming increasingly relevant as communities grow and evolve, emphasizing the importance of support systems for all demographics.
With three dispensaries and a grow facility in Maine, plus a new cannabis license in New Jersey, Big Plan Holdings is committed to enhancing its cannabis initiatives while prioritizing community development. Sydni Joseph, a notable leader within the company, has been recognized as one of the 22 Most Influential Women in Cannabis by Benzinga, showcasing the firm's dedication to promoting women's achievements in a historically male-dominated sector.
Their strategic investments aren't merely about profitability; they aim to uplift local economies and provide support for those who've been historically marginalized. By focusing on community empowerment, Big Plan Holdings is setting a precedent for how the cannabis industry can operate—transforming it into a space where everyone has a chance to succeed.
Expansion in New Markets
Big Plan Holdings consistently seeks new opportunities in emerging cannabis markets, demonstrating its commitment to growth and innovation in the industry. By strategically re-entering the cannabis sector, the company is making significant strides in market expansion and construction.
Here are three key aspects of their cannabis engagement:
- New Jersey License: Big Plan recently secured a new cannabis license in New Jersey, enhancing its presence in a rapidly growing market.
- Maine Operations: With three dispensaries and a grow facility in Maine, the company showcases its dedication to regional market penetration.
- Legacy Partners: Through Legacy Partners, Big Plan focuses on empowering minority and women investors, reshaping industry interactions while promoting inclusivity.
In addition to these initiatives, Big Plan Holdings co-founded Grassroots Cannabis, which expanded from three dispensaries to operations in 12 states, achieving a successful exit for around $850 million.
This commitment to the cannabis industry not only highlights the company's focus on construction and expansion but also reflects its vision of a diverse and prosperous market landscape.
Leadership and Vision Insights
Josh Joseph's strategic vision for Big Plan Holdings not only drives the company's diverse investments but also shapes its culture of innovation and collaboration. Under his leadership, the company has successfully navigated various industries, including real estate, cannabis, hospitality, and entertainment. This wide-ranging vision reflects a commitment to impactful investments that resonate with today's market demands.
With over 30 years of experience, Josh has deployed more than $250 million in both personal and investor capital, showcasing an effective investment strategy that has led to over $1 billion in successful exits. Such achievements highlight the operational expertise driving Big Plan Holdings forward.
Moreover, the company fosters a family-centric culture that prioritizes relationships with partners, investors, and clients. This approach cultivates an ecosystem where collaboration thrives, creating opportunities for growth and innovation.
The leadership team also engages in philanthropic initiatives through the Joseph Family Foundation, focusing on education, health, and wellness, empowering underrepresented communities. By intertwining investment strategies with social responsibility, Big Plan Holdings exemplifies how strong leadership and a clear vision can create a lasting impact in both the business world and society.
Future Growth and Outlook
As 2023 unfolds, Big Plan Holdings is poised for significant growth, building on its successful diversification strategy. You can expect the company to capitalize on its investments across various sectors, which will enhance its footprint in Nashville and beyond.
Here are three key areas driving future growth:
- Hospitality Expansion: With plans for multiple Nashville bars and entertainment venues, Big Plan Holdings is set to redefine the local nightlife scene, attracting both tourists and residents alike.
- Strategic Investments: The recent acquisition of a $61 million construction loan demonstrates the company's commitment to robust real estate ventures. This investment won't only facilitate the development of a Nashville bar and restaurant but also align with their vision of creating unique experiences.
- Innovative Partnerships: Big Plan Holdings is actively expanding its network, collaborating with industry leaders to discover innovative investment opportunities. This approach guarantees sustainable business practices while maximizing returns.
Frequently Asked Questions
Who Owns Big Plan Holdings?
You'll find that Big Plan Holdings is owned by the Joseph family, primarily led by Josh Joseph. They've built a diversified portfolio since 2020, focusing on various industries and making significant investments along the way.
Who Owns JBJ Nashville?
You'll find that JBJ Nashville is owned by Big Plan Holdings, a family office founded by the Joseph family. Jon Bon Jovi's collaboration adds a unique flair, making it a standout destination on Lower Broadway.
Conclusion
As you peel back the layers of Big Plan Holdings, it becomes clear that their wealth isn't just about numbers; it's about vision and strategy. You might find yourself wondering what explosive opportunities lie ahead as they navigate the domains of real estate and the burgeoning cannabis industry. With a family-centric culture and a sharp leadership team at the helm, could this be the secret investment gem you've been waiting for? Only time will tell.
