Why Alternative Investments?
The traditional 60/40 portfolio wasn't designed for high-income medical professionals facing volatile markets, rising taxes, and limited time. Here's why alternatives make sense.
The Problem with Traditional Portfolios
High-income professionals like anesthesiologists face unique challenges that traditional investments can't solve.
Market Volatility
Stocks swing wildly with Fed policy, geopolitical risk, and market sentiment. Not ideal when you're nearing retirement.
Tax Inefficiency
Capital gains and dividend taxes eat into returns. With a high W-2 income, you need better tax strategies.
Low Real Returns
After inflation and taxes, traditional portfolios often deliver sub-5% real returns. That's not wealth building.
The Alternative Investment Advantage
Multifamily real estate offers superior risk-adjusted returns with tax advantages traditional investments can't match.
Superior Returns
Target 12-18% IRR with multifamily investments in high-growth markets. Combine cash flow during hold with significant equity upside at exit.
Downside Protection
Real assets with intrinsic value, conservative 25-35% LTV, and inflation-protected rents. Multiple exit strategies for every deal.
Tax Advantages
Depreciation shields your high W-2 income. Cost segregation accelerates write-offs. 1031 exchanges defer capital gains indefinitely.
Truly Passive
Professional operators manage properties, collect rents, and handle maintenance. You receive quarterly distributions and quarterly updates.
Why Multifamily?
Recession-Resistant Asset Class
People always need housing, even during economic downturns. Multifamily weathered 2008-2009 better than any other real estate sector.
Built-In Inflation Hedge
Rents rise with CPI. Operating expenses stay relatively flat. Your purchasing power grows while your salary stays fixed.
Multiple Profit Centers
Cash flow from rents + appreciation from market + forced appreciation through value-add improvements = triple-layered returns.
Institutional Demand
Major pension funds, endowments, and family offices compete for quality multifamily assets. There's always a bid when it's time to exit.
Ready to Explore Alternative Investments?
Schedule a complimentary consultation to discuss your investment goals and see if our approach is right for you.