With some services we recommend, vetting/due diligence is relatively easy because of the nature of the business. The services take place relatively rapidly for the categories of insurance, student loan refinancing, mortgages, and even financial advisors, and many readers use each of those services in any given month. But due to the long-term nature of real estate investing, this process is dramatically more difficult, so this real estate company list is more of an “introduction list” than a “recommended list.” You'll still have to do due diligence on these companies before you begin partnering with them.
For most of these companies, you'll need to be an accredited investor (an earned income of at least $200,000 for the past two years or a net worth of more than $1 million). In case it isn't crystal clear, The White Coat Investor has a business relationship (either flat fee ads or an affiliate relationship) with each of these companies.
The White Coat Investor is also proud to introduce our No Hype Real Estate Investing course, which will provide the framework for developing further knowledge and experience as you progress in your real estate investing career. We call it an introductory course because there is always more to learn. But this is no short, superficial course. There are over 200 lectures/videos adding up to more than 27 hours of content by over 15 different instructors. We think it just might be the best real estate course on the planet.
The partners listed below are separated into 5 investment types
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Featured Real Estate Partners
Private Real Estate Funds
One of Dr. Jim Dahle's favorite ways to invest, a private fund provides a great deal of professional expertise in selecting and managing investments, and it offers ready diversification between deals. While equity funds are usually quite illiquid, some of the debt funds do provide significant liquidity after a year. Minimum investments generally range from $50,000 to $1 million per fund.
One subset of this category is what I call an access fund provider. In exchange for an additional level of fees, this type of platform helps you choose a fund and reduces the cost of entry to the fund (often to something like $25,000), and it may even provide other special incentives for investors going through the platform, such as a reduced fund fee.
DLP Capital
DLP Capital is an impact investment company that is focused on doing well while doing good–meaning working diligently to provide great returns to investors while simultaneously tackling four crises in our country. Their investments are straightforward, easy to understand, and historically profitable. They recently relaunched their fund portfolio to ensure their offering aligns with their primary mission. DLP Capital now offers five funds giving more options to a wider range of investors– two that are brand-new to the market and three existing funds. All funds have the following criteria: 1) all DLP funds are evergreen, 2) they invest in critical workforce housing, 3) they are targeted to provide above-market returns, and 4) they pay preferred returns before DLP takes a management fee.
Details about DLP Capital
37th Parallel
37th Parallel is a private multifamily acquisitions and asset management firm based in Richmond, Va. Since 2008 we have completed over $ 1 billion in multifamily transactions with a 100% profitable track record for our clients. We provide a vertically integrated investment platform (fund and single asset investments) for high net worth, family office, and institutional investors seeking tax-advantaged income and equity growth. We specialize in Class A/B apartment communities in demographically strong markets in Texas, Georgia, Florida, and the Carolinas. Learn more about 37th Parallel and the special investment discounts available only to White Coat investors.
Details about 37th Parallel
Origin Investments
Origin Investments is a private real estate manager that helps individual investors protect and grow their wealth by providing tax-efficient real estate investments in the multifamily sector. We build, buy and finance multifamily real estate projects in fast-growing markets throughout the U.S. We also offer credit Funds through our affiliate firm, Origin Credit Advisers, an investment advisor registered with the SEC.
Since our founding in 2007, we have executed more than $3.1 billion in real estate transactions and our principals have invested a total of more than $90 million alongside our investors. We rely on our market experience and employ MultilyticsSM, our proprietary suite of machine-learning models that forecast rent growth, to help us choose the best properties and markets for investment.
We are accepting new investors for our open QOZ Fund III and IncomePlus Fund, which seek to provide tax efficiency, enhance portfolio yield, maximize growth and minimize portfolio volatility. Our affiliate partner, Origin Credit Advisers, also offers the Strategic Credit Fund, a private credit Fund open to qualified purchasers (an individual or a family-owned business that owns $5 million or more in investments, excluding their primary residence or any property used for business). The Strategic Credit Fund’s objective is to provide a consistent stream of risk-adjusted income with capital protection.
Details about Origin Investments
MLG Capital
Over the course of the last 35 years, MLG Capital has consistently delivered attractive, tax efficient returns for investors by investing in private real estate. MLG invests via a series of funds that target both geographic and asset class diversification.
Details about MLG Capital
Wellings Capital
Wellings Capital seeks to help accredited investors passively protect and grow their wealth through investing in self-storage, mobile home parks, RV parks, and more throughout the country. Over 700 accredited investors have invested in Wellings Capital funds, which aim to provide value to investors in four primary ways:
- Instant diversification across private real estate asset types, operators/sponsors, geographies, properties, and strategies
- Extensive, professional due diligence on operators and properties
- Access to deals and operators
- Better terms
Their sixth fund, the Wellings Real Estate Income Fund, is accepting new investors with a $50,000 minimum investment. The Fund only accepts new capital when properties are identified, so all capital is called up front.
Details about Wellings CapitalTurnkey Real Estate
When you go through a turnkey real estate company, you own the real estate directly and singly. You get all the benefits (depreciation, control, profits) and all of the downsides (risk, lack of diversification, illiquidity). However, the company builds (or fixes up) the property and puts a tenant in it before selling it to you. They then manage the property and often even sell it for you when you're ready to be done. Somebody who might be interested in turnkey properties is less interested in control, is a less experienced real estate investor, and is probably less of a DIYer. While there are fees for this service, it is a great way to reduce the hassle of direct ownership, especially in locations away from your local area.
Southern Impression Homes
Southern Impression Homes is one the most successful Build To Rent Ventures in the United States. They specialize in helping individual investors build successful rental portfolios in high growth, landlord friendly markets in Florida. Focused on new construction homes in desirable neighborhoods designed to maximize landlord profit with better inventory, less tenant turnover, lower maintenance and repairs and a better overall growth strategy for both rents and values. Their system provides full-service in acquisition, building, construction, property management and ongoing client support and education. Most clients come to SI Homes looking for an alternative to the stock market because SI's strategy creates ongoing cash flow, real estate appreciation and an excellent hedge against inflation. For the right investor, their system delivers amazing results to help overcome those issues quickly and completely.
Details about Southern Impression HomesReal Estate Syndicators
Ever wanted to own an apartment complex or, say, the Empire State Building? Unless you have tens of millions of dollars just lying around, joining a syndication might be a good place to start. A real estate syndication is when a group of investors pools together their money to raise capital to purchase a property. Since it's more than just your money at work, you can be involved in more lucrative deals than you could otherwise afford by yourself (and yes, the Empire State Building was purchased this way by more than 3,000 investors in 1961). The sponsor of the deal, aka the person who manages it, and the investors then make money through rental income and property appreciation. Syndication deals can run from 3-10 years.
A syndication is a passive real estate investment, but at the same time, it's not passive at all. There is a tremendous amount of due diligence required initially. Before you cut that check to get in on the deal, you had better make sure your due diligence has been completed. But after the money has been sent, your work is essentially done, and you can sit back, relax, and enjoy the flight. Either way, by banding together with dozens of other investors, you get a lot of the benefits of direct ownership with little hassle.
Mortar Group
Mortar is a vertically integrated investment management firm that invests in secure multi-family real estate investment opportunities in prime New York niche neighborhoods.
Our fully integrated in-house design, development, and asset management expertise has resulted in dozens of successful privately syndicated deals. This, combined with skin-in-the-game co-investments and in-depth local neighborhood knowledge, helps us mitigate risk and maximize investor returns, while allowing investors to diversify and deploy capital conservatively in projects and divest risk throughout the real estate lifecycle.
Preferred by investors seeking high yields but steady return may find investing with Mortar in New York real estate as an unique solution in the alternative investments market.
Details about Mortar Group
37th Parallel
37th Parallel is a private multifamily acquisitions and asset management firm based in Richmond, Va. Since 2008 we have completed over $ 1 billion in multifamily transactions with a 100% profitable track record for our clients. We provide a vertically integrated investment platform (fund and single asset investments) for high net worth, family office, and institutional investors seeking tax-advantaged income and equity growth. We specialize in Class A/B apartment communities in demographically strong markets in Texas, Georgia, Florida, and the Carolinas. Learn more about 37th Parallel and the special investment discounts available only to White Coat investors.
Details about 37th ParallelReal Estate Investing Platforms
These companies are most commonly thought of as online crowdfunders that connect real estate syndicators/developers with investors. Although you still usually need to be an accredited investor, minimum investments are generally lower than going directly to the syndicators.
EquityMultiple
EquityMultiple offers a unique wealth-generation ecosystem, built on real assets. Build a stronger, more diversified portfolio. EquityMultiple has achieved net aggregate return (IRR) of 18.7% on behalf of investors (from inception through 6/20/22).
Details about Equity Multiple
AcreTrader
AcreTrader is a real estate investing platform that makes it easy to buy shares of farmland and earn passive income.
United States farmland has historically outperformed most asset classes and other forms of real estate. Unfortunately, buying and maintaining farmland directly is extremely difficult without local knowledge and management, as well as large investment commitments. AcreTrader solves these issues by providing transparency, flexibility, and ease of use to people wanting to invest in farmland while handling all aspects of administration and property management, from insurance and accounting to working with local farmers and improving soil sustainability. At the same time, AcreTrader works to help farmers scale through innovative sales and leasing opportunities.
This is a sponsored promotion for the AcreTrader platform. WCI may have investments in companies represented on the AcreTrader platform. This informational is by no means a promotion, solicitation, or recommendation of any specific investment.
Details about AcreTrader
CrowdStreet
CrowdStreet is the premium provider of online commercial real estate investment marketplace, technology and professional services. Investors can directly access institutional-quality commercial real estate offerings with CrowdStreet’s online investing platform.
Details about CrowdStreetREITs
Many investors know about REITs from their publicly traded cousins available in an investment such as the Vanguard REIT Index Fund. REITS have a unique legal structure that requires them to pay out essentially all of their profits each year to investors. Although somewhat comparable to funds, REITs have a different tax treatment and generally have more liquidity and lower investment minimums. You may not even have to be an accredited investor to invest in these.
There are public REITs, like the one at Vanguard, but you can also invest in the private REITs listed below. Private REITS aren't purchasing the same properties that the larger, publicly traded REITS are buying, and they're likely to be far more Main Street than Wall Street. A private REIT is a diversification play into a different aspect of the real estate market with smaller properties. These can be attractive to busy high-income professionals who are not interested in purchasing, owning, managing, and selling properties themselves.
Fundrise
Fundrise offers REITs and funds to non-accredited investors.
Fundrise has completely transitioned over to a REIT/fund structure offered to non-accredited investors. They now have seven REITs/Funds with various focuses, including income, growth, and various geographic areas. Minimums are the lowest, just $500.
Dr. Dahle has one past investment (preferred equity) through Fundrise, which performed exactly as expected. The White Coat Investor earns a commission if you sign up with Fundrise.
Details about Fundrise
CrowdStreet
CrowdStreet's REIT provides investors with easy access to a diversified portfolio of growth-oriented private commercial real estate projects from multiple sponsors through a single fund managed by CrowdStreet Advisors. This is a portfolio of 20-25 private commercial real estate projects selected by CrowdStreet. You can invest with lower minimums ($25K) and expenses than traditional private funds. The REIT election allows for simple 1099 tax reporting instead of multiple K1’s.
Details about CrowdStreet