A physician-owned and managed entrepreneurial platform directed specifically towards doctors in the USA.
PhysicianEstate is Physician -
Real Estate / Venture Investments
for Doctors -
Physician Resources
in -

What We Do for Physician Entrepreneurs

PhysicianEstate facilitates physician investors Make Wealth and Keep Wealth.

Make Wealth

PhysicianEstate is a physician-owned and managed entrepreneurial platform directed specifically towards doctors in the USA.

Our goal is to facilitate highly educated individuals attain their financial freedom and accumulate assets.

We do this by empowering physicians with high-quality venture / real estate content and investment opportunities.

Keep Wealth

At our investment fund, we believe that financial literacy and tax optimization are essential for physicians to build wealth. That’s why we want to empower you to make informed decisions and secure your financial future.

As a physician-run platform, our passion is to empower fellow healthcare professionals to make smart financial decisions. We’re dedicated to educating our physician investors on the most advanced tax strategies including but not limited to 1031 exchanges (to defer capital gains), accelerated/bonus depreciation (to help offset passive gains), and in some cases also help reduce the taxes on W-2 income.

We aim to provide personalized, easy-to-understand guidance to help you make the most of your hard-earned money. Join us on this journey to financial freedom.

Our Venture and Real Estate Syndication Projects

Previous Projects

Property: Upscale Boutique Bed & Breakfast Hotel

Estimated Stabilized Value: $3.9M

Strategy: BRRR (Value Add Opportunity)

Location: Plaza area, Kansas City, MO

Role: Investors

Property: Mixed Use Commercial Property

Estimated Stabilized Value: $4.5M

Strategy: BRRR (Value Add Opportunity)

Location: Gentrifying Location in Kansas City, MO

Role: Asset Manager & Investors

Property: Mobile Home Park (60 lots)

Estimated Stabilized Value: $2.5M

Strategy: Infill

Location: Nebraska

Role: Owner & Operator

Property: Mobile Home Park (70 lots)

Estimated Stabilized Value: $3M

Strategy: Optimizing Operations

Location: Missouri

Role: Investors

Property: Mobile Home Park (175 lots)

Estimated Stabilized Value: $6M

Strategy: Infill

Location: Nebraska

Role: Owner & Operator

Property: Multifamily Apartment Complex

Estimated Stabilized Value: $4.5M

Strategy: BRRR (Value Add Opportunity)

Location: High Growth Location in Kansas City, MO

Role: Sponsors & Investors

Current Projects / Ongoing Opportunities

Asset Class: Healthtech SAAS vertical
Role: Pre-seed round investor
Location: Florida

Asset Class: Solar power plant
Role: Series A investor
Location: Florida

Asset Class: Solar power plant
Role: Series A investor
Location: Texas

If Interested in Working with Us, Contact Us for More Information

How to Become a Physician Entrepreneur? Investment Process

This is how we collaborate with physician entrepreneurs.

Must Read for Successful Physician Entrepreneurs!

Stories of Our Physician Investors

Reviews from the physician entrepreneurs that invested with us

Dr. A.D., M.D.

Gastroenterologist in Overland Park, Kansas, USA
“Thank you for your collaboration on our syndication project and for being a reliable platform for real estate investment related resources.”

Dr. P.B., M.D.

General Surgeon in Topeka, Kansas, USA
“It was pleasant and refreshing working with you! I appreciate you working with my busy schedule.”

Dr. A.D., M.D.

Hospitalist in Colorado Springs, Colorado, USA
“You are a great boutique investment resource platform for physicians. Waiting for your next investment project!”

Frequently Asked Questions (FAQs)

What every physician entrepreneur must know
  • I am a physician, and I went through a steep learning curve in venture and finance.
  • Generally, physicians are very busy professionals. Thus, picking the right investment takes time and extensive due diligence.
  • Professional comradery and hard earned venture knowledge automatically draws me towards medical community to share my knowledge, and create an opportunity for mutual growth.
  • Physicians hold high-paying jobs and are qualified accredited investors, which makes the investment somewhat non-sentimental, well-assessed, objective, and risk tolerable.
We primarily do Real Estate Syndications. Based on the size and requirements of a project, we could either be a passive investor, or a sponsor-operator.
It depends. The required minimum investment amount for a Real Estate Syndication project is between $10,000 and $50,000 USD.

Yes, in order to invest in our venture investment projects, you must be a qualified accredited investor.

For more questions