Built by experience. Powered by a team.

Lineage is the result of a combined 100+ years of real estate, technology, and investing experience, rebuilt as a platform for the independent investor.

Our Story

For decades, building a rental property portfolio meant having the right connections. The right broker, the right lender, the right insurance agent, the right property manager. If you already knew those people, the path was clear. If you didn't, you were on the outside looking in.

The Lineage team brings a combined 100+ years of experience across real estate investing, technology, lending, and operations. Together, they've helped more than 6,000 individual investors navigate the fragmented system. They learned what works, what breaks, and where investors get stuck. The biggest lesson: the system itself was the problem. Every transaction required coordinating too many people who didn't talk to each other. It didn't have to be that hard.

The team behind Lineage has been in real estate investing since 2005 — helping more than 6,000 individual investors navigate a fragmented system. In 2024, they built the platform that brings it all together: acquisition, financing, insurance, and property management in one place. What used to require a team of professionals just works.

When everyone involved benefits from the same outcome — a performing property — incentives align. The traditional real estate transaction is adversarial. Buyer versus seller. Buyer versus listing agent. If someone else made money, you assume you left money on the table. Lineage works differently. Our investors are focused on long-term cash flow, not flipping for a quick profit. Our sellers — builders, renovators, property managers — want repeat business, not one-time windfalls. When incentives align, nobody needs to “win” the negotiation. The deal just needs to work.

That alignment is why sellers pre-negotiate concessions, why property managers invest in the same neighborhoods they manage, and why 69% of our investors come back for another property.

Welcome to Lineage.

Each investor we help is a branch in a growing tree of people whose financial future was changed by what we built. Their families benefit. The people they tell benefit. That's our lineage.

Lineage platform overview

Our Team

Ron Phillips

Ron Phillips

Founder & CEO
Thad Tarkington

Thad Tarkington

Co-Founder
Andrew Propst

Andrew Propst

Co-Founder
Alejandro Scott

Alejandro Scott

Full Stack Engineer
Ben Balmforth

Ben Balmforth

SDR
Brandon Serrano

Brandon Serrano

Finance Consultant
Brendan Seiber

Brendan Seiber

Director of Sales
Brett Thompson

Brett Thompson

Property Consultant
Brian Shaw

Brian Shaw

Full Stack Engineer
Brittany Carcova

Brittany Carcova

Director of Marketing
Cameron Brown

Cameron Brown

Property Consultant
Carmen Robinson

Carmen Robinson

SDR
Deborah Luckey

Deborah Luckey

Acquisitions Coordinator
Doug Johnson

Doug Johnson

SDR
Drea Beur

Drea Beur

Business Development Rep
Gonzalo Malcolm

Gonzalo Malcolm

Full Stack Engineer
Hannah Ferguson

Hannah Ferguson

PM Relations Manager
James McBeth

James McBeth

Full Stack Engineer
James Xenos

James Xenos

Finance Consultant
Jennifer Ellis

Jennifer Ellis

Director of Financial Services
Jesse Hertzberg

Jesse Hertzberg

President
JoAnna Ross

JoAnna Ross

Director of Acquisitions
Josh Tarkington

Josh Tarkington

Director of Technology
Joy Smith

Joy Smith

Growth Marketing Manager
Juan Pablo Guarin

Juan Pablo Guarin

Full Stack Engineer
Katherine Meeks

Katherine Meeks

Director of Product Design
Kennard Ong

Kennard Ong

Sales Assistant
Lacey Gilette

Lacey Gilette

Funding Coordinator
Liz Howard

Liz Howard

Director of Product
Natalie Berry

Natalie Berry

SDR
Nate Beeson

Nate Beeson

SDR Team Leader
Oliver Block

Oliver Block

Head of Insurance
Patrick Roach

Patrick Roach

Property Consultant
Rebecca Phillips

Rebecca Phillips

Property Consultant
Ruben Urena

Ruben Urena

Full Stack Engineer
Shane Pappas

Shane Pappas

Insurance
Shane Thompson

Shane Thompson

Property Consultant
Ted Van Buren

Ted Van Buren

SDR Team Leader
Tony Schaffert

Tony Schaffert

Full Stack Engineer
Ty Smith

Ty Smith

HR Consultant
Tyler Bergstrom

Tyler Bergstrom

Property Consultant
Vikas Verma

Vikas Verma

Full Stack Engineer
Whitney Dail

Whitney Dail

Property Consultant

By the Numbers

6,000+
Investors served
13
Days Average Close
85%
Lending Attach Rate
69%
Repeat Investor Rate

Mission

To open real estate investing to everyone.

Vision

Buying investment real estate is as simple as buying a stock.

A Lineage investor manages a real estate portfolio the way they manage a stock portfolio. They buy, finance, insure, track, and reinvest, all in one place. Financial products that were only available to institutional real estate investors are available to everyone.

What used to require a team of professionals, each taking their slice, just works. We own the rails. Lending, insurance, servicing, data, and the connections between them.

We'll know we've won when our investors have built portfolios they never thought they could, and they brought the people they love along with them. Each one a branch in a family tree of investors whose financial future was changed by what we built. Lineage's lineage.

Our Values

1.
Good work is the point.

Not long hours. Not performative hustle. We want the end of the day to feel fulfilling — like you did something real alongside people who pushed you. Fun and rigorous aren't opposites. The best days are both.

2.
The best seat in the room is between two people smarter than you.

We want everyone to leave every conversation having learned something. If you're the smartest person in every room, we've failed. The goal is to be surrounded by people who make you better and to be that person for someone else.

3.
Every person counts.

We're a small team. Everyone here has to be someone you'd want beside you when it matters.

4.
Nobody cares whose fault it was.

When something goes wrong, we work the problem. Not the blame, not the optics. We name the error clearly, without ego protection, and we fix it.

5.
Candor is a form of respect.

Softening hard news to protect feelings is unkind. We assume our colleagues can handle reality. But brutal truth without care is unkind in a different way — the goal is never to wound, it's to help. You challenge someone because you're invested in their success. And if you see a problem and don't surface it, you're protecting yourself at the company's expense. That's not okay.

6.
Credit is for giving away.

We don't hoard it. We don't track it. The person who wins on credit politics may win the battle but they make the team worse and they don't last. Focus on being useful. The rest follows.

7.
Leadership is held accountable.

Everything in this document applies to leadership first. If we ask for candor, we have to take it. If we ask for honesty about failure, we have to model it. The culture is defined by what leadership does and what leadership tolerates.

8.
Work this good should feel good.

Fun isn't a program — it's a byproduct. Hard problems, smart people, real stakes. The stimulus is the fun. The people you work with are a direct result of the bar we set.

We're Hiring

We're building the platform that opens real estate investing to everyone. That takes a specific kind of person.

Who we hire

We hire exceptional people. The ones we find share three things: optimism, agency, and rigor. All three. Any two without the third creates problems: a whirlwind without judgment, a buzzkill without action, a dreamer without follow-through.

We hire people who are self-aware. Who know what they're good at and what they're not. Who can talk about their failures without self-protection. Self-awareness is the single best predictor of future success — it predetermines capacity for growth.

We hire people who synthesize. Who take new information and figure out what it means, anticipate the next question, make the connection no one else made.

We hire people who will speak uncomfortable truths to anyone in the organization.

We do not lower the bar because we're in a hurry. A mediocre hire costs more than a slow hire every time.

We hire people who are always learning. Not as a value they espouse — as a way they actually live.

What we won't tolerate

Mean. Selfish. Defensive. Territory-grabbing. These are obvious.

Less obvious: the person who never surfaces the hard thing, who always has a polished answer and no real problems, who is optimizing for how they look instead of what's true. They're protecting their jobs at the company's expense. That's a form of betrayal.

We don't tolerate coasting. The standard here is always: what's the better version of this?

What we're building toward

We want people to leave Lineage, whenever that day comes, better than they arrived. Better thinkers. Better colleagues. People who take something real with them.

This is a place where good work is expected, recognized, and surrounded by more of itself. When you leave at the end of the day — to be with your family, see your friends, do whatever you do — you feel fulfilled.

Regulatory Credentials

Lineage is fully licensed and regulated across all active markets. Click a category to view details.

Corporate Structure
Company Registration
Delaware C-Corp
Lineage Technologies, Inc. registered as a Delaware Corporation in good standing.
Mortgage Licenses
Mortgage Lender License
NMLS #000000
Licensed mortgage lender in all active states. Regulated by state mortgage boards.
Insurance Licenses
Insurance License
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Licensed insurance producer in all active states.
Real Estate Licenses
Tennessee Broker License
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Real estate broker license, Tennessee Department of Commerce & Insurance.
Alabama Broker License
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Real estate broker license, Alabama Real Estate Commission.
Indiana Broker License
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Real estate broker license, Indiana Real Estate Commission.
Arkansas Broker License
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Real estate broker license, Arkansas Real Estate Commission.