Investing in Real Estate for Medical Doctors
For more than 35 years, our core focus has been preserving our investors’ wealth and producing exceptional income and appreciation over time through investment in commercial real estate. In partnership with Passive Income MD, we’re excited to be your guide through commercial real estate investment.
PORTAL LOGINInvest with MLG Capital Today.
Why Invest with Us?
Our funds provide access to real estate investment opportunities thoroughly reviewed and vetted by our analyst teams and over 35 years of real estate knowledge. Our offerings include our Private Funds (both Private Funds and Dividend Funds) and our newest investment vehicle, the MLG Legacy Fund.
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Diversification
Our funds invest in multiple asset types, states and with different real estate managers. Private Funds target 25-30 investments.
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Prioritized Returns
In our Private Funds, investors accrue an 8% cumulative preferred return on invested equity, paid quarterly from available cash flow, then receive 100% return of initial investment before we share in any profits5.
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Tax Efficiency
We wrap quality tax planning around our transactions. Our team utilizes a range of sophisticated strategies targeted to address tax burden and maximize after-tax cash flow.
Track Record of Success
For over 36 years, MLG Capital has owned and operated real estate while successfully managing through multiple economic cycles. We’re excited to offer members of Passive Income MD a way to diversify their investment portfolio to include real estate.
About MLG CapitalInvestment Model
The Private Fund investment model is structured to put our investors returns first. 100% of available distributions are paid to investors as follows5:
- TIER ONE 8 % Cumulative Preferred Return on Invested Equity
- TIER TWO 100 % Return of Original Principal Invested after the 8% Preferred Return
- TIER THREE 75% / 25% Profit Sharing Split of Remaining Cash Flow Distributions after return of original principal
- 11 -15% Targeted IRR Pre-Tax Return
- Quarterly Distributions Paid
- 1.25 % Asset Management Fee on Invested Capital
Which Fund Option Works for You?
MLG Private Fund VI LLC and MLG Dividend Fund VI LLC (together, the “Fund”) will invest side-by-side in each investment. Each have their respective attributes and have the same overall pre-tax investment objectives. Which one you invest in will depend on your personal financial situation. Learn More.
- Overview
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MLG Private Funds
A continuation of our historic fund model. Investors will realize rental income produced from fund operations. -
MLG Dividend Funds
A great opportunity for a retirement account (IRA, 401k, etc.), Foundation and Endowment investors seeking dividend income.
- Unrelated Business Taxable Income
- YES
- NO
- Multi-State Tax Filling
- YES
- NO
- Use Passive Activity Losses
- YES
- NO
- Schedule K-1
- YES
- YES
- Common Income Types
- Capital Gain and Net Rental Income (Loss)
- Capital Gain, Ordinary REIT Dividends
How We Acquire Property
MLG has developed a dual-sourcing deal flow strategy to create opportunities regardless of market cycle. Historically, MLG has been able to source ±100 transactions per month, giving us the ability to be highly selective in our review process. We target 1-2 acquisitions per month, on average.
Joint Venture (JV)
We have established numerous partnerships across the nation from which we seek real estate investment opportunities, allowing us to capitalize on local knowledge and relationships to find deals. The joint venture acquisition strategy is focused on finding real estate in positive economic markets with job and population growth.
Key Relationships: Foster relationships with local real estate partners.
Diversity: By geographic, asset type and partner/sponsor.
Deal Flow: Critical selection of the smartest investments possible.
Direct Acquisitions
This acquisition strategy falls within target asset classes (i.e., apartments, industrial, retail and office) and includes states where MLG is located, or a state where we have long-established and historical relationships.
35+ Years Experience: Acquisitions and relationships are time tested and proven.
Local Staff: Ability to manage with “boots on the ground.”
Reach: Owning and operating multiple properties within a given MSA.
Primary Contact
Nathan Clayberg, Vice PresidentNathan is the main point of contact for the Passive Income MD group. Nathan spends his time at MLG Capital working with many prospective and current investors and also oversees joint venture acquisitions in the Midwest. Please book a call with Nathan below.
Schedule a Call with Nathan
Investment Insights to Keep You Ahead
EXPLORE MORE INSIGHTS-
Investment OptionsREAD MORE
Is Now the Right Time to Invest in Private Real Estate? Insights from Tim Wallen, Principal & CEO
By Timothy Wallen -
Investment OptionsREAD MORE
How Investors are Paid: MLG’s Private Fund Return Structure
The series of MLG Private Funds provides investors with access to investment opportunities that aim to produce tax-advantaged cash flow and appreciation over time. The Funds focus on growing investors’ wealth, capital preservation and diversification within private real estate investment. Understanding how and when returns are sent to investors is perhaps one of the most important elements of any investment structure. Within the private markets, there are a myriad of different structures that may exist. These structures can be frequently misunderstood. Our Funds utilize a “European equity waterfall return structure”. This is specifically designed to be an investor friendly return structure. This demonstrates our firm’s commitment to investors and our confidence in our ability to execute. MLG Private Funds Return Structure: Our latest Fund, Private Fund VI, intends to underwrite potential investments to a target internal rate of return of between 11% and 15% (net of Fund expenses and fees), on a leveraged basis. Each of our funds utilizes a three-tiered return structure. 100% of available distributions are paid to investors as follows1; (Tier 1) 8% cumulative preferred return on invested equity (Tier 2) 100% return of original principal invested, after a full 8% cumulative preferred return is paid (Tier…
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Investment OptionsREAD MORE
Investing with MLG Capital’s Dividend Fund Offering; Retirement, Foundation and Endowment Investor Focused
At MLG Capital, we are committed to providing innovative and strategic investment opportunities for our clients across the United States. One compelling offering is the Dividend Fund option that lives within our Series of MLG Private Funds. The Dividend Fund was first announced in 2018 as a parallel offering of MLG Private Fund IV LLC. This Fund option presents a unique pathway to investing in private real estate with retirement accounts, through foundations, endowments, or even cash investors. What Makes the Dividend Fund Special? The Dividend Fund is designed as a secondary pathway to investing in our Private Fund series, offering the same underlying assets, return targets, and investment strategy as our primary Private Fund. This option, however, features a distinct legal structure that can exempt investors from additional taxes typically associated with debt-backed asset investments within retirement accounts, or with foundation or endowment investors, commonly known as Unrelated Business Tax Income (UBTI). This can make it a good choice for those looking to diversify their retirement, foundation, or endowment investment accounts while maintaining compliance requirements for these types of investors. Why Would a Cash Investor Consider the Dividend Fund? Additionally, the Dividend Fund option may be a consideration for…
