Your Time Is Scarce. Your Money Should Work Overtime.
Why Real Estate For Doctors
Historically lower volatility vs. equities, inflation hedge, income + depreciation.
Tax Focus
High W-2 earners, bonus depreciation basics, passive vs. active losses, cost segregation overview.
Scheduling
12-minute deal briefs, on-demand webinars, mobile portal, quarterly summaries.
Alignment
We co-invest; your interests = our interests.
How Our Investment Process Works
A streamlined, physician-friendly process designed to respect your time while keeping you fully informed.
Join & Verify
Complete accreditation check, risk tolerance assessment, and investment goals alignment.
- Quick accreditation verification
- Investment preferences setup
- Risk tolerance assessment
- Investment goals discussion
Review Opportunities
Access comprehensive deal snapshots with key metrics and analysis.
- Asset details and market analysis
- Business plan overview
- Target CoC/IRR metrics
- Risk assessment and key lease details
Invest
Streamlined digital investment process with full documentation.
- E-sign PPM/subscription documents
- Secure wire instructions
- Portal access setup
- Investment confirmation
Get Paid & Stay Informed
Regular distributions and comprehensive reporting.
- Quarterly distribution schedule
- Monthly performance updates
- Annual tax documentation
- 24/7 portal access
Typical Timeline
→ First Call → Portal Access: 24-48 hours
→ Document Review → Investment: 3-5 days
→ Investment → First Distribution: 30-45 days
Deal Criteria & Risk Management
Our systematic approach to identifying, analyzing, and managing investment opportunities and risks.
What We Buy
- Essentials-driven cash-flow assets
- Grocery-anchored retail centers
- Strategic self-storage facilities
- Select multifamily properties
- Strong tenant quality assets
- Properties in durable trade areas
- Conservative leverage positions
How We Underwrite
- Comprehensive stress testing
- Vacancy scenarios
- Cap rate sensitivity
- Interest rate impacts
- In-person property inspections
- Third-party due diligence
- Clear value-creation roadmap
Risk Management
- Tenant rollover monitoring
- Debt maturity planning
- Cap-rate expansion analysis
- Supply pipeline tracking
- Climate/flood risk assessment
- Fixed/hedged debt preference
- Conservative reserve planning
"We maintain the same level of diligence and care in our investments as physicians do in their medical practice."
Current Investment Opportunities
SEC-qualified investment opportunities, exclusively for accredited investors.
Real Estate
Historically lower volatility vs. equities, inflation hedge, income + depreciation.
Equity
Historically lower volatility vs. equities, inflation hedge, income + depreciation.
Fixed Income
Historically lower volatility vs. equities, inflation hedge, income + depreciation.
Track Record & Case Studies
Real results from our investment strategy, with key learnings from each project.
Grocery-Anchored Center
Lease Re-trade + Outparcel Sale
Key Actions
- Renegotiated anchor tenant lease
- Sold two outparcels at premium
- Reduced operating expenses by 12%
- Improved occupancy from 87% to 96%
What We Learned
Market positioning and tenant mix proved more valuable than location. The strategic sale of outparcels generated unexpected upside while maintaining the core asset's value.
Medical Office Portfolio
Value-Add Renovation + Tenant Optimization
Key Actions
- Modernized common areas
- Implemented energy efficiency upgrades
- Extended key tenant leases
- Consolidated medical specialties by floor
What We Learned
Creating specialty-focused floors improved tenant synergies and retention. Energy upgrades provided both immediate cost savings and long-term value appreciation.
Education Hub
Curated resources to help physicians make informed investment decisions.
Bonus Depreciation 101 For Doctors
Learn how to maximize tax benefits through real estate investment depreciation strategies specifically for medical professionals.
Understanding K-1s & Timing
A comprehensive guide to interpreting K-1 statements and managing investment timing for optimal tax planning.
REPS vs. Passive Investor
Compare Real Estate Professional Status benefits with passive investment strategies to determine your optimal approach.
Debt 101: Fixed vs. Floating
Understanding different debt structures and their implications for real estate investment returns and risk management.
Decades In Medicine. A Mission To Help Physicians Invest Better.
Our family has been devoted to healthcare and research for decades. We saw first-hand how physicians carry intense schedules, high taxes, and limited time to evaluate investments.
We created this platform so medical professionals can co-invest alongside us in real, cash-flowing properties—with the same diligence and care we bring to patients and research.
Preservation
Capital safety and protection come first in every decision.
Integrity
We communicate openly and operate with unwavering ethics.
Transparency
Full visibility into every investment and decision.