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

MLG Capital
MLG Capital
Type of Offering:
Fund
Primary Focus:
Multi-Family
Minimum Investment:
$50,000
Year Founded:
1987

Trion Properties
Type of Offering:
Fund
Primary Focus:
Multi-Family
Minimum Investment:
$50,000
Year Founded:
2005

SI Homes
Southern Impression Homes
Type of Offering:
Turnkey
Primary Focus:
Single Family
Minimum Investment:
$5,000
Year Founded:
2017

37th Parallel
37th Parallel
Type of Offering:
Fund / Syndication
Primary Focus:
Multi-Family
Minimum Investment:
$100,000
Year Founded:
2008

Wellings Capital
Wellings Capital
Type of Offering:
Fund
Primary Focus:
Self-Storage / Mobile Homes
Minimum Investment:
$50,000
Year Founded:
2014

DLP Capital
DLP Capital
Type of Offering:
Fund
Primary Focus:
Multi-Family
Minimum Investment:
$200,000
Year Founded:
2008

The Peak Group
The Peak Group
Type of Offering:
REIT
Primary Focus:
Single Family
Minimum Investment:
$25,000
Year Founded:
2000

Origin Investments
Origin Investments
Type of Offering:
Fund
Primary Focus:
Multi-Family
Minimum Investment:
$50,000
Year Founded:
2007

* Please consider this an introduction to these companies and not a recommendation. You should do your own due diligence on any investment before investing. Most of these opportunities require accredited investor status.


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 high-net-worth investors, family offices and registered investment advisors grow and preserve wealth. We build, buy and finance multifamily real estate projects in fast-growing markets throughout the southeast and southwest U.S., and we pride ourselves on offering unparalleled service to our investors.

Since our founding in 2007, we have executed more than $2.6 billion in real estate transactions, and our principals have invested more than $75 million alongside our investors. Our performance ranks us in the top decile of the best-performing private real estate fund managers ranked globally by Preqin, an independent provider of data on alternative investments.

We are currently accepting new investors for our open Growth Fund IV, IncomePlus and Qualified Opportunity Zone Fund II, which seek to provide tax efficiency, enhance portfolio yield, maximize growth and minimize portfolio volatility.

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

Trion Properties

Trion Properties is a multifamily real estate investment sponsor. Since its inception in 2005, Trion Properties has generated an average internal rate of return (IRR) in excess of 25%.

Our rigorous investment approach helps us meet our long-term objective of delivering outsized returns without taking outsized risks.We acquire underutilized assets in primarily improving areas in high-growth southeast and western states and transform them into modern, attractive, and affordable places to live. Through extensive renovations and hands-on management, our team optimizes net operating income (NOI) and adds economic value to each investment.

Every investment carries some form of risk by nature. But rather than bearing the accountability of maintenance, co-investing in our multifamily fund provides you passive income without the onus of responsibility. By investing in a multifamily fund with several properties further mitigates potential risk through diversification.

Currently on track to meet and/or exceed projected returns, this is Trion's most geographically diverse fund so far containing properties from coast to coast. Trion Multifamily Fund III is targeting IRRs of 12-15%, a 6%-8% cash-on-cash yield, and a 1.5x-2.0x equity multiple.

Details about Trion Properties

Wellings Capital

Wellings Capital seeks to help accredited investors passively protect and grow their wealth through investing in self-storage facilities, mobile home parks, RV parks, and other private real estate asset classes. Over 625 accredited investors have invested in previous Wellings Capital funds and Wellings aims to provide value to investors in four primary ways:

  1. Instant diversification across private real estate asset classes, operators/sponsors, geographies, properties, and strategies.
  2. Professional due diligence on operators and properties
  3. Access to deals and operators
  4. 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. Dr. Dahle has personally invested in this Fund.

Details about Wellings Capital

Real 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 Parallel

Real 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.

RealtyMogul

RealtyMogul is a real estate investing platform that gives investors the opportunity to diversify their portfolio by investing in institutional-quality commercial real estate deals that they may not normally have access to on their own. The real estate companies manage the investments, so that investors can simply sit back and potentially earn attractive, passive returns.

Founded in 2012, RealtyMogul is a pioneer in the field of online, passive, real estate investing and now has over 250,000 members on its Platform who have collectively invested over $950 million into over $5.5 billion of real estate value nationwide, including over 26,000+ apartment units. On the RealtyMogul platform, investors can easily compare investment offerings, review a deal’s projected return metrics, complete business plan, real estate company background and more, all designed to empower the investor to make informed investment decisions in pursuit of their financial goals.

At RealtyMogul, investors can also elevate their real estate investing knowledge by reviewing our robust Knowledge Center, which contains helpful resources explaining the ins and outs of commercial real estate investing.

Details about RealtyMogul

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.

Details about AcreTrader

REITs

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.

The Peak Group

Headquartered in Fort Worth, Texas, The Peak Group is a real estate investment firm focused on the acquisition, development and management of Single-Family Rental (SFR) homes. We believe SFRs are the best real estate investment for income and wealth generation if held long-term. Over the last 20 years, we have built a vertically integrated company that has transacted on more than $550M of value in SFR. Our staff of 120 professionals collaborate across 8 departments (title, acquisitions, property management, construction, maintenance, accounting, REIT finance, asset management) to provide us with the ability to move quickly, competitively and effectively in an ever changing, active real estate sector. Our evergreen fund, The Peak Housing REIT is our flagship investment option. Investors receive distributions and updated share valuations each quarter. This blended investment return profile is projected to deliver a 15% annual IRR to LP investors over a 5 year+ hold.

Details about The Peak Group

RealtyMogul

RealtyMogul is a real estate investing platform that gives investors the opportunity to diversify their portfolio by investing in institutional-quality commercial real estate deals that they may not normally have access to on their own. The real estate companies manage the investments, so that investors can simply sit back and potentially earn attractive, passive returns.

Founded in 2012, RealtyMogul is a pioneer in the field of online, passive, real estate investing and now has over 250,000 members on its Platform who have collectively invested over $950 million into over $5.5 billion of real estate value nationwide, including over 26,000+ apartment units. On the RealtyMogul platform, investors can easily compare investment offerings, review a deal’s projected return metrics, complete business plan, real estate company background and more, all designed to empower the investor to make informed investment decisions in pursuit of their financial goals.

At RealtyMogul, investors can also elevate their real estate investing knowledge by reviewing our robust Knowledge Center, which contains helpful resources explaining the ins and outs of commercial real estate investing.

Details about RealtyMogul

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.

Details about Fundrise

Turnkey  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 Homes


If you are a real estate company interested in advertising with The White Coat Investor, please fill out the Advertising Partner Application. Take note, though: we accept very few of the companies who apply to us. Instead, we are looking to partner with only the best and brightest players in the industry. If that's you, send us an application.