A Tribute to My Dad: A Life of Kindness, Sacrifice, and Legacy

Losing my dad unexpectedly has been one of the most difficult experiences of my life. As I sit here, reflecting on the man he was, it feels impossible to capture in words just how kind, thoughtful, and giving he was to everyone who had the privilege of knowing him. My father wasn’t just a man […]
We’re All Investors – Whether We Realize It Or Not

The other weekend, I had an eye-opening conversation with a good friend. He told me, “I don’t want to be an investor. In fact, I really hate investing. It’s confusing, and I don’t understand why you’re so fascinated by it.” His words hit me. It wasn’t the first time I’d heard someone say they hated investing, […]
A New Decade of Growth

As I celebrate reaching the half-century mark, I find myself at a crossroads of reflection and forward-thinking. It’s a pivotal moment, not just for looking back on the journey but for charting a course for the future, fueled by a renewed spirit of grace and optimism. Reflection Video – Click Here The Spark from Youth The […]
Top 8 Lessons Learned from the Berkshire Hathaway Meeting

Investing successfully doesn’t require genius or extraordinary actions. As Warren Buffett highlighted at the recent Berkshire Hathaway annual meeting, disciplined avoidance of mistakes is key. The principles Berkshire Hathaway uses to invest in large companies translate well into real estate. Each property can be viewed as a company, offering unique opportunities for growth and income. Additionally, diversification […]
Protecting Your Multifamily Assets

Smart Investing In Uncertain Times Understanding Investment Risks Investing always comes with risks, and multifamily investments are no different. However, with the right strategies, these risks can be significantly minimized. On our Apta 37P Fund I acquisitions, we spent countless hours refining our approach to risk management. This commitment to precision planning is the foundation of our approach to multifamily […]
Strategic Investment Mastery: Adapting Buffett and Munger’s Timeless Principles to Real Estate for Surgeons

Surgeons are accustomed to precision, long-term thinking, and the significance of compounded growth — not just in their professional lives but in their investment strategies too. Recently, I delved into a fascinating webinar by David Leiter, which beautifully translates Warren Buffett and Charlie Munger’s stock market strategies into the realm of real estate investing. Their […]
Understanding the Resilience of Your Investments: A Guide for the Busy Physician

In the intricate world of investment, understanding the robustness of your portfolio is as essential as the precision of a surgeon’s scalpel. Have you ever paused to consider the strength of your investments or the caliber of the companies you entrust with your hard-earned money? These considerations are becoming increasingly vital in today’s dynamic economic […]
Where are the Real Estate Deals?

The commercial real estate market, and especially multifamily, a once-booming sector, is experiencing a significant shift. Let’s explore the current landscape of multifamily deals, underpinned by a series of economic and market dynamics that have transformed the sector over the past year as well as our decisions to do only one deal during this year […]
The Cost of Doing Nothing… Why Would You Invest in Real Estate Now?

In the ever-evolving world of investment, there stands an unyielding truth, time is money. The world of real estate investment, like all sectors, is rife with risks and uncertainties. But amidst these variables, two principles often emerge as guiding lights: Time in the market is invaluable And timing the market is a near-impossible feat The […]