facilitates doctors to
"Make Wealth and Keep Wealth"
Make Wealth
PhysicianEstate is a physician-owned and managed entrepreneurial platform directed specifically towards physician investors 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 entrepreneurial 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.
Mission and Vision for Physician Investors
Simplify Private Equity and Commercial Real Estate Investing for Physician Investors
Provide High Yield Syndication Investment Opportunities for Physician Investors
Our Values for Physician Investors
Do Not Harm
Wealth > Rich
Trust and Transparency
Mitigate Risks Using
Hard Earned Knowledge
Our Team
Harsha Moole, M.D., MBBS
Principal @ PhysicianEstate
PhysicianEstate is my brain child and passion project. I run this platform to empower entrepreneurially motivated physicians to make financially educated investment decisions and discuss asset protection strategies. Lots of important but free content!
After graduating from University of Illinois, I currently work as an internal medicine hospitalist in Kansas. When I am not doctoring, you would probably find me hunting for a value add real estate investment property, evaluating a pitch deck or proforma of a seed stage company, running financial profit loss sheets, and networking with experts in the real estate, finance, and healthcare law.
If you would like to partner up on my next investment project, get in touch with us!
Schedule a meeting here.
Haleem Mohammed, M.D., MBA
Chief of Business Development
Indian born – Brooklyn NYC raised, Haleem is a former stockbroker and Vice-President of Investments who went on to graduate from Universidad Iberoamericana medical school and received his MBA from the University of Massachusetts.
He completed residency at a Top 100 hospital in Chicago, is board certified in internal medicine, has held medical directorships at various hospitals in the Midwest and South Florida and currently serves as the regional medical director of an award winning Medicare Advantage provider in Miami.
As our Chief of Business Development he brings his leadership abilities and unique flair for relationship building to the table. In his downtime he enjoys boating, road and mountain biking, target shooting and is a terrible golfer.
Camille Gerochi
Marketing and Project Management Consultant
Abhiram Duvvuri, M.D.
Strategic Partner
Achuta Uppu, M.D.
Strategic Partner
Dr. Christina Delgado, EdD
Director of MHP Acquisitions
Monoj Konda, M.D.
Strategic Partner
Sanjay Konakondla, M.D.
Strategic Partner
What a Physician Investor Must Know
How can physician investors shelter their W-2 income?
The good news is that physician investors can actually shelter their W-2 income with Real Estate Professional Status. Statistics show that approximately 8% of physicians are using this strategy to cut their taxable income. As physician investors, you are not required to have a license to qualify as a real estate professional. Access the blog post here.
How can physician investors invest in private equity and real estate syndications?
As physician investors, learning about the process on how to invest in a real estate syndication deal is essential. However, don’t be intimidated by the whole real estate process–– as long as you have a real estate sponsor, he got you covered. A lot of physician investors get into syndication investments for it entails earning semi-passive income aside from their 9-5 jobs. Access the blog post here.
Pros and cons of syndication investments for physician investors
Just like everything else in life, syndication investing also has two sides of the coin. Physician investors must stand on either sides to know about its pros and cons and strategize from there. Access the blog post here.
Is every physician investor an accredited investor?
Knowing whether you meet the qualifications of an accredited investor is one of the first steps you should look into as physician investors. The Securities and Exchange Commission (SEC) has a list of requirements that every physician investor must qualify for. Access the blog post here.
How can physician investors achieve financial freedom?
You’ve heard it before and we’ll say it again: having multiple streams of passive income is key in achieving financial freedom. As physician investors, you must already know that ordinary income from your 9-5 isn’t the answer to financial freedom, but passive income. Access the blog post here.
Physician investors can benefit from Real Estate Professional Status - this is how you do it!
Every physician investor on a W-2 must know about this tax-saving strategy. As physician investors, it’s time to learn how you can qualify for it, its advantages and limitations. I mean after all, who doesn’t want to have tax savings? Access the blog post here.
