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.
GET STARTED PORTAL LOGINWhy 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 35 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
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