Real Estate Investing 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 Semi-Retired MD, we’re excited to be your guide through commercial real estate investment.
Introduction to MLG CapitalExperience Financial Freedom with the Power of Real Estate Investments
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.
About MLG Capital-
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 profits.5
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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 White Coat Investor 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 70% / 30% 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 proprietary 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
Charlie Jacques, Investor Relations AssociateCharlie is the main point of contact for the members of the Semi-Retired MD Group. He spends his time at MLG Capital working with many prospective and current investors. Please book a call with Charlie below.
Schedule a Call with Charlie
Investment Insights to Keep You Ahead
EXPLORE MORE INSIGHTS-
Thought LeadershipREAD MORE
15 Questions to Ask Before Investing Your Money: Part 1
By Nathan Clayberg -
Thought LeadershipREAD MORE
15 Questions to Ask Before Investing Your Money: Part 2
In part one of this series, we outlined questions regarding the overall strategy of an investment in private real estate. Now, let’s focus on the structure. These questions will help you understand how the investment works and the impact it can have on your investment returns. How Does the Investor Get Paid? It’s important to dive in and understand the mechanics of how investors will be paid from the profits of the investment. Most structures distribute returns based on some sort of tiered waterfall system, which we will explore further below. Generally speaking, investors should seek to be compensated first and allow the sponsor to participate in the upside. Most times, after fees are paid, the first obligation of the sponsor is to give investors a preferred rate of return; said differently, 100% of the cash flow from the investment until investors have achieved a certain rate of return. The higher the preferred return rate, the better for the investor, as they have a priority on the cash flow until that rate of return is achieved. Please note that the preferred rate of return is not guaranteed. Investors should also seek for their preferred return (“pref”) to be accruing and compounding, meaning that if the sponsor does not…
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Thought LeadershipREAD MORE
Why You Should Consider Investing in Private Real Estate
Perhaps you’ve thought about diversifying your traditional portfolio and considered real estate as a potential solution. Or, maybe you’re only familiar with real estate investment trusts (REITs) as a form of real estate investing. The world of private real estate provides new, and in my opinion, strategic alternatives compared to simply investing in public REITs. In a world where everything feels like it’s been turned upside down, many investors take comfort in the familiarity and ease of stocks and bonds, but they may miss out on the opportunities and benefits private real estate offers. It’s been my experience that investors recognize the advantages to private real estate but are apprehensive to take the jump into investing due to the unfamiliarity of it. Investing in private real estate may offer benefits you may not find in a portfolio made up of REITS, stocks and bonds alone: Diversification Low correlation to public markets and less volatility Tax-deferred income Cash flow and long-term appreciation Let’s take a deeper dive: DIVERSIFICATION Geographic, asset type, and real estate manager diversification is a key part in creating a successful investment portfolio, as it has the potential to shield investors from added risk, and it can also preserve an investor’s capital. Many private real estate investments are done on a local basis, primarily investing in their local communities. Don’t get me wrong, this is great for the local market and community, but it doesn’t help to diversify an investment portfolio across asset classes and markets. With a private real estate fund, investors may be exposed to various…
