Real Estate Syndication for Physicians

Real Estate Syndication is an effective way for a group of investors to pool their capital together in order to invest in larger properties than they could as individual investors.

This structure allows investors to invest semi-passively while the sponsor handles the management aspects and day-to-day duties of the project.

Components of a Syndication

Sponsor General Partner Syndicator Operator

Investor Limited Partner


Sponsor General Partner Syndicator Operator


Investor Limited Partner

Sponsor General Partner Syndicator Operator

Investor Limited Partner


Key Topics of Real Estate Syndication Investing

Why Invest in Real Estate? A Physician Investor’s Perspective.
Author: Harsha Moole, M.D., MBBS | Read Time: 5 minutes
Real Estate Returns for a Physician Investor
Author: Harsha Moole, M.D., MBBS | Read Time: 6 minutes
Real Estate Syndication Structure for a Physician Investor
Author: Harsha Moole, M.D., MBBS | Read Time: 5 minutes

Why Invest with Us

We invest in niche boutique commercial properties in a medium size segment, that
have a value add component.

What does that mean?

Gentrifying
Location

We find properties in areas that are gentrifying. These are properties that are located in a desirable area, but have not reached their peak potential yet (up and coming neighborhoods) and properties that usually need renovation.

Gentrifying Location

We find properties in areas that are gentrifying. These are properties that are located in a desirable area, but have not reached their peak potential yet (up and coming neighborhoods) and properties that usually need renovation.

Panoramic
Knowledge

We are doing this by having extensive knowledge about local factors such as employers, rents, crimes, neighborhood ambience, foot traffic, and comparable market.

Our team has decades of cumulative experience in the neighborhoods we invest in, along with a wide range of local real estate business related relationships. We know what works and what does not.

Panoramic Knowledge

We are doing this by having extensive knowledge about local factors such as employers, rents, crimes, neighborhood ambience, foot traffic, and comparable market.

Our team has decades of cumulative experience in the neighborhoods we invest in, along with a wide range of local real estate business related relationships. We know what works and what does not.

Optimal
Property Size

We look for commercial properties that are usually between $1 million and $8 million USD. There is less competition in this size segment, hence, you can buy them at a much better price.

These types of properties are too big for an individual retail investor. Hence, they cannot afford it. It is also too small for big investment firms since they usually deal with properties less than $8 million to $10 million USD.

These big firms usually have a typical high level formula that helps them assess a property.

They usually do not like to spend resources to learn about local neighbourhoods, local factors that influence a niche investment in a gentrifying area - all for a medium size investment. It is just not worth their time and money. That is where we come into play, to take advantage of this sweet spot.

Optimal Property Size

We look for commercial properties that are usually between $1 million and $8 million USD. There is less competition in this size segment, hence, you can buy them at a much better price.

These types of properties are too big for an individual retail investor. Hence, they cannot afford it. It is also too small for big investment firms since they usually deal with properties less than $8 million to $10 million USD.

These big firms usually have a typical high level formula that helps them assess a property.

They usually do not like to spend resources to learn about local neighbourhoods, local factors that influence a niche investment in a gentrifying area - all for a medium size investment. It is just not worth their time and money. That is where we come into play, to take advantage of this sweet spot.

Value Add
Opportunities

We usually buy properties that need some work to reach their full income generating potential. They either need renovation or an addition of a few more rooms to the property, and etc.

The rationale here is that the ready-to-rent properties usually do not not give high returns in this current market situation.

Adding value (value add) to the properties builds in sweat equity. This will allow the property to get refinanced at a higher value. Hence, the ability to liquidate the profits and use that money to pay out the investors soon.

This strategy allows the syndicators to return most of the investors initial capital within 2 to 3 years.

Value Add Opportunities

We usually buy properties that need some work to reach their full income generating potential. They either need renovation or an addition of a few more rooms to the property, and etc.

The rationale here is that the ready-to-rent properties usually do not not give high returns in this current market situation.

Adding value (value add) to the properties builds in sweat equity. This will allow the property to get refinanced at a higher value. Hence, the ability to liquidate the profits and use that money to pay out the investors soon.

This strategy allows the syndicators to return most of the investors initial capital within 2 to 3 years.

Risk
Mitigation

Value add properties are usually riskier investments (as they require construction teams to be involved for renovation) compared to stabilized (ready-to-rent) properties.

We work diligently on mitigating risks by partnering 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.

Risk Mitigation

Value add properties are usually riskier investments (as they require construction teams to be involved for renovation) compared to stabilized (ready-to-rent) properties.

We work diligently on mitigating risks by partnering 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.

Investors'
Returns

Due to the above-mentioned strategies, our properties are able to generate significantly more profits compared to a syndication that is buying stabilized properties (turnkey properties that have already reached their peak income generating potential).

Our financial structure for the investors is quite different compared to your traditional syndication projects.

Being a physician, one of the main reasons I founded this platform was to improve financial awareness among physicians, that would in turn help physicians accumulate assets and generate wealth (not the same as being rich).

I structure my deals with the same motto, to align with the above-mentioned values.

We optimize our structure to payout the investors their original investment as soon as possible (usually 2 to 3 years), in addition to having the investors keep their equity in the property throughout the life of the project.

We try to meet the estimated projections and reward the investors' trust in the project.

Investors' Returns

Due to the above-mentioned strategies, our properties are able to generate significantly more profits compared to a syndication that is buying stabilized properties (turnkey properties that have already reached their peak income generating potential).

Our financial structure for the investors is quite different compared to your traditional syndication projects.

Being a physician, one of the main reasons I founded this platform was to improve financial awareness among physicians, that would in turn help physicians accumulate assets and generate wealth (not the same as being rich).

I structure my deals with the same motto, to align with the above-mentioned values.

We optimize our structure to payout the investors their original investment as soon as possible (usually 2 to 3 years), in addition to having the investors keep their equity in the property throughout the life of the project.

We try to meet the estimated projections and reward the investors' trust in the project.

Since the investors are projected to get their initial investment returned in 2 to 3 years, the investors can use this capital to reinvest in another project that can increase passive income.

Hence, not only will the investors receive profits from this deal, but they would also receive their initial investment returned sooner, allowing them to divert this capital to other projects.

Every property is different and every project is structured differently based on the inherent factors. Hence, I am unable to quote any specific numbers here.

Eventually, when we work together on a particular project, all the specific details will be shared with a Private Placement Memorandum before you make a decision on investing.

Our overall goal is to educate and improve real estate investment awareness among physicians.

Also, to provide physicians with a stable, yet lucrative syndication investment opportunities in a trusted and transparent environment, in an easy to understand simple verbiage, without any fine print business jargon that puts the sponsor at an unfair advantage.


Investment Process

Once you decide to invest, you start exploring opportunities that align with your investment philosophy.

Contact us to learn about our on-going opportunities. We work with accredited investors.

According to the National Salary Database, most physicians qualify as accredited investors, please check here.

Do your due diligence by learning more about who we are and what we do. Talk to us.

We brief you on our projects. We will provide you with details of a particular real estate opportunity.

We usually are working on one project at a time. We are acting either as a sponsor or a promoter for a sponsor.

Either way, we will hold video conferencing and phone calls with either us or the sponsor to go over the project details and answer all questions.

We offer a Private Placement Memorandum (PPM) to the prospective investors.

This is a legal document that goes over all the specifics of the project.

You should have your attorney review the PPM.

After you make a decision to invest, you transfer your funds to the syndication bank account under your personal name or via your LLC.

Typical minimum investments are $50,000 USD.

Monitor the project and track your earnings. We provide frequent scheduled project reports and updates.

This is a passive process, so it won't take more than 30 minutes per quarter. You will be receiving scheduled earnings along with tax benefits (depreciation).

Develop a tax strategy. Talk to your CPA about setting up an effective tax strategy.

If you do not have a proper tax strategy, all this hard work and earnings cannot be realized.


Our Real Estate Syndication Projects

Previous Projects

Previous Projects

Property: Upscale Boutique Bed & Breakfast Hotel

Estimated Stabilized Value: $3.9M

Strategy: BRRR (Value Add Opportunity) Buy, Rent, Rehab, Refinance (BRRR) Strategy

Location: Plaza area, Kansas City, MO

Role: Investors

Property: Mixed Use Commercial Property

Estimated Stabilized Value: $4.5M

Strategy: BRRR (Value Add Opportunity) Buy, Rent, Rehab, Refinance (BRRR) Strategy

Location: Gentrifying Location in Kansas City, MO

Role: Asset Manager & Investors

Current Projects / Ongoing Opportunities

Current Projects / Ongoing Opportunities

Property: Assisted Living Facility (15-20 beds)

Estimated Stabilized Value: To be decided ($3.0M - $3.5M)

Strategy: BRRR Buy, Rent, Rehab, Refinance (BRRR) Strategy

Location: South Florida

Role: Owner & Operator

Property: Upscale Residential Home

Estimated Stabilized Value: To be decided ($0.8M - $1.2M)

Strategy: Fixer Upper (Flipping)

Location: South Florida

Role: Owner & Operator

If Interested in these Opportunities, Contact Us for More Information

Contact Us

Frequently Asked Questions (FAQs)

Why do you work only with physicians?


In what capacity does PhysicianEstate perform real estate investments?


How much is the minimum investment?


Do I have to be an accredited investor to invest with you?


For more questionsContact Us

Stories of Our Physician Investors

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!"

Dr. A.U., M.D.

Hospitalist in Topeka, Kansas, USA

"Great real estate resource for phyisicians."

Dr. S.R., M.D.

Hospitalist in Boston, USA

"Thank you for being patient and going over the deal in a meticulous way".

Dr. S.G., M.D.

Family Medicine PCP in New Jersey, USA

"Your transparency and honestly is impressive. Let's do another deal."

Dr. V.M., M.D.

Internal Medicine Physician, Peoria, Illinois, USA

"I enjoy reading your blogs. Very insightful!"

Dr. V.N., M.D.

Gastroenterologist in Kansas City, Missouri, USA

"I learned a lot from our conversation. I am looking forward to collaborating
with you on your next project."

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Podcasts

Why Invest in Real Estate? A Physician Investor’s Perspective.
Harsha Moole, M.D., MBBS
Real Estate Returns for a Physician Investor
Harsha Moole, M.D., MBBS
Real Estate Syndication Structure for a Physician Investor
Harsha Moole, M.D., MBBS
Accredited Investor Definition | Do All Physicians Meet the Accredited Investor Qualifications by SEC?
Harsha Moole, M.D., MBBS

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