I wouldn’t say I’m your typical doctor. I actually started out with a degree in Mathematics, which gave me a rather inconvenient habit of applying too much analysis to just about everything. But as fate would have it instead of pursuing a career in actuarial science or finance, I instead chose Medicine. For a decade, I worked in the practice. I let my financial advisors do their thing. I followed the same investment advice that everyone gets—until I realized after a decade that I would not be in a position to both pay for my four kids’ college tuition AND secure a comfortable retirement for my wife and me.
So, I dusted off my math skills and went on a mission to master the world of investing. I sought out a mentor—an ex-Goldman Sachs investment banker—and with the same intensity as a caffeine-fueled med student, I dove headfirst into institutional-grade real estate and venture capital investing. After two years, I was confident enough to commit the majority of my savings to these strategies.
Fast forward to today: I’m an investment partner in multifamily, medical office buildings, large tract housing, and industrial flex spaces across the U.S. and Canada. My industrial real estate investments are currently delivering a 27% IRR, and I expect no less than 15% from my other projects. On top of that, I’m involved in mid-stage venture capital investments, backing groundbreaking biotech, AI, and the space sectors.
Because of this strategic shift, all four of my kids will graduate debt-free, and I’m in a position where I am not worried about retirement.
So why am I sharing all of this? Well, after all these years, I learned that this path does not really require advanced math skills but it does require attention to detail and most importantly a strong network. Most doctors either don’t have the interest in diving deep into their investments or, more importantly, don’t have the network to access exclusive opportunities. But they do understand the appeal of passive, recurring income without the soul-draining hassle of managing tenants. Many of the highest-caliber deals have steep barriers to entry($1M–$5M), making them tough to impossible to access alone. That’s where I come in. By pooling our resources, we can co-invest to access top-tier opportunities that solo investors simply can’t reach. It reminds me of one of my favorite idioms, “A rising tide lifts all boats.”
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