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

Finance and real estate language can be challenging. Physicians are highly educated, however, this is still a steep learning curve. As physician investors, we have walked the path, and we want to assist you to do the same. We will break it down into small digestible pieces of information.
We provide venture and real estate syndication investment opportunities focused specifically to physicians. We cater to physicians, and only to physicians. Using our hard earned expertise, we help physicians put their hard earned money to work, and let that money generate wealth for them.

Provide High Yield Syndication Investment Opportunities for Physician Investors

Our Values for Physician Investors

Do Not Harm

Hippocratic oath holds true even in the finance and investment industry. We respect physicians investors’ time and hardwork.

Wealth > Rich

“Wealth” and “Rich” are not the same. We prioritize on being wealthy.

Trust and Transparency

We build trust and long-lasting relationships with our physician investors by maintaining transparent and simplified operations.

Mitigate Risks Using
Hard Earned Knowledge

We work hard to create value add niche private equity / real estate opportunities and mitigate the risks involved in the project using our industry expertise. We partner up with teams that have a high level of commercial real estate experience, construction knowledge, detailed property management experience, neighborhood awareness, intricate networking skills, and social presence in the community.

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.

Harsha

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
Camille has great passion in developing and implementing marketing strategies. She keeps her creative juices flowing while creating content that is authentic and significant. She oversees the progress of our projects.

Abhiram Duvvuri, M.D.

Strategic Partner
Abhiram is a Gastroenterologist in Kansas. He is a passive investor in real estate syndications, and expert in deal sourcing. He has investment experience in multiple upscale hotel development syndications.

Achuta Uppu, M.D.

Strategic Partner
Achuta is a Hospitalist in Kansas. He is an active investor and expert in international real estate opportunities. Also, he is a passive investor in real estate syndications in USA (mixed use commercial real estate).

Dr. Christina Delgado, EdD

Director of MHP Acquisitions
Christina has a doctorate in SpecialEd (with specialization in Autism Spectrum Disorder), and is passionate about helping parents and families of special needs. She is a South Florida native. Coming from a family of real estate entrepreneurs, she has a unique strength in mobile home park deal sourcing, organic marketing, and acquisitions. She was instrumental in acquiring PhysicianEstate’s strong MHP portfolio. Her market knowledge and market know-how is invaluable.

Monoj Konda, M.D.

Strategic Partner
Monoj currently works as an internist in Missouri. Experienced in single family real estate investing and soon planning to enter multi-family real estate as a passive investor. Has experience in analyzing residential, commercial and syndicate real estate deals. He believes in teamwork and specializes in forming teams necessary for real estate investing, from scratch.

Sanjay Konakondla, M.D.

Strategic Partner
Sanjay is a practicing Neurosurgeon and Clinical Professor in Pennsylvania. He is fellowship trained in endoscopic spinal surgery, spinal oncology, and complex spinal reconstruction from Rhode Island Hospital, Warren Alpert Medical School of Brown University. His particular interests are focused on leveraging technologies in healthcare to accomplish more with less effort. He is a global pioneer of endoscopic spinal surgery, and budding angel investor.

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.