Where surgical precision meets real estate mastery.
If you’re a surgeon or healthcare professional, you work tirelessly to help your patients receive the best possible care. You endured the heavy workload of medical school because you were driven by a deep care for people. However, endless work can overwhelm you and erase any work-life balance you may long to practice.
You need a way to manage your busy schedule and enjoy the fruits of your labor. Passive real estate investments might be the wealth solution you need. But how and where should you get started?
Apta Investment Group is where surgical precision meets real estate mastery. We’re a strategic passive real estate investment firm founded by a surgeon for surgeons. Let us help you build lasting wealth with precision by guiding your investment strategies.
in real estate
successful team-wide real estate transactions
on all projects
of historical stock market investments
Our commitment is to build long-term relationships and ensure that your investments are managed to the highest moral and ethical standards.
Our open communication ensures you’re informed every step of the way, and you always have direct access to our team for any questions.
Using sophisticated data analysis, we identify lucrative opportunities that might otherwise be missed, ensuring a steady pipeline of high-quality deals.
Passive real estate investment enables investors to generate income from real estate without the responsibility of hands-on property maintenance or daily management.
Apta invests alongside you and ensures the operations of your property are handled, such as financial reporting, leasing, maintenance, and tenant screening.
Key characteristics include:
Access to a wide range of different property types and geographic markets can help you build and diversify your real estate portfolio, and can help reduce exposure to any single asset class or location.
You can generate side income through rental distribution and more, depending on the structure of the investment offering.
Experienced property managers maintain control over the daily operations of the properties you’ve invested in.
Passive real estate investing through avenues such as partnering with a property management professional, limited partnerships (LPs), and limited liability companies (LLCs) is structured in a manner that protects individual investors from the personal liability often associated with property ownership.
Passive real estate investments offer powerful tax advantages. These advantages can include depreciation, deductions for operating expenses and mortgage interest, the deferment of capital gains through 1031 exchanges, and access to lower long-term capital gains rates. Please consult your tax professional for guidance on your individual situation.
This material is for educational purposes only and does not constitute investment advice or an offer to sell securities.
At Apta Investment Group, we identify real estate investment opportunities that align with long-term fundamentals such as demographic trends, employment growth, and market resilience. We focus on assets that can offer both stability and scalability.
Our strategies for surgeons seeking to establish or expand their real estate portfolio are grounded in comprehensive evidence.
We use statistical and economic data to identify markets with diverse economies, strong job and income growth, and favorable demographic trends.
From large apartment complexes to shopping centers and medical centers, we offer numerous diversified investment opportunities. Here are a few examples of properties included in the Apta portfolio:
This multi-family property boasts 312 luxury apartment units in Huntersville, North Carolina. We acquired this property in 2023, and this asset is part of our diversified real estate fund.
A bustling retail center, Shepherd’s Crossing is located in Shepherdsville, Kentucky, and is a sprawling 51,338 sq ft. We acquired this property in 2019.
Located in New Albany, Indiana, the Charlestown Suites Medical Center spans 16,490 square feet. We acquired this property in 2022.
These examples reflect our broader strategy to identify opportunities in sectors such as multifamily housing, healthcare-related real estate, and retail centers in stable or growing markets.
Past performance is not indicative of future results. Individual results may vary.
Surgeons face a unique blend of financial opportunity and time constraints. Passive investing can help address both.
Here’s how:
Real estate investments can support long-term wealth transfer goals through estate planning structures and recurring income potential.
Real Estate assets often adjust to inflation and can appreciate over time, potentially preserving your purchasing power.
Passive real estate strategies may offer tax benefits, such as depreciation and capital gains deferral.
As with all investments, passive real estate investing involves risk and is not suitable for all investors. We’re dedicated to helping you make informed decisions that align with your goals.
Apta Investment Group was founded by a surgeon who understands the unique financial pressures faced by high-earning healthcare professionals. Our strategy is grounded in conservative underwriting, disciplined acquisition, and transparency.
Apta Investment Group is built by a surgeon, for surgeons. We understand your financial goals and time constraints, and are committed to helping you find real estate investment opportunities that can help you achieve them.
We apply the same meticulous precision and evidence-based research to our investment strategy that you depend on in the operating room and during medical procedures.
What sets us apart:
Each opportunity undergoes extensive vetting and due diligence.
We prioritize commercial, medical, and multifamily properties in emerging and resilient U.S. markets.
*Real estate investments involve substantial risk, including potential loss of principal.
Our proven track record and industry-leading reputation has allowed us to cultivate extensive knowledge and valuable connections that have led to exceptional investment and lending opportunities.
We are proactive, not reactive. Our approach allows us to exit on our own terms when market conditions are favorable, maximizing potential benefits for our investors.
Apta’s investment strategy is designed to be methodical, proactive, and responsive to evolving market conditions. This includes:
We utilize sophisticated data analysis to help identify real estate investment opportunities for surgeons that might otherwise go unnoticed. This includes leveraging AI-powered analytics to enhance the value of the properties we acquire. AI-driven analytics are highly beneficial for identifying key opportunities for optimization and growth.
Apta also closely collaborates with brokers and lenders to evaluate and vet exclusive deals using advanced analytics and comprehensive risk assessments. We consistently update our passive investment infrastructure to stay on top of market trends and identify the most favorable deals across top U.S. markets.
We design our investments with surgeons’ high tax burdens in mind. While individual outcomes vary, potential tax benefits may include property depreciation, mortgage interest deductions, 1031 exchange eligibility, and lower long-term capital gains rates.
Our strategic investments are designed to help optimize your tax benefits and reduce your overall tax liability. You gain access to stable investment opportunities that provide little-to-no hands-on work, financial growth, and peace of mind.
Our expert management team specializes in medical office and retail spaces and ensures every asset is managed for long-term value and performance optimization.
Our asset management approach combines oversight of key properties, collaboration with top-tier property managers, and AI tools to monitor performance and identify improvement needs.
Apta Investment Group takes a proactive approach to our exit strategy. Our strategic investment structure and thorough processes increase the best possible exit outcomes for our investors. We plan for the full investment cycle from day one.
This approach allows us to maximize potential returns while protecting your financial interests. Our financial strength, reserves, and business model ensure that we can avoid forced sales in a down market.
We experienced the 2008-09 financial crisis, the European debt crisis, and the early days of the pandemic, when fear drove poor valuations. We know how crucial it is to manage liquidity and stagger debt maturities. Our comprehensive strategies ensure flexibility during market shifts and allow us to hold strong, avoid panic selling, and maximize long-term benefits.
Real estate investing involves market volatility, illiquidity, and other risks. This material is for informational purposes only.
Founded by a surgeon, Apta Investment Group understands the unique financial needs of surgeons who seek low-risk, sizable wealth growth. Through meticulous research and due diligence, we deliver stable, long-term results.
We prepare for a range of scenarios to help optimize outcomes while managing downside risk. Whether you’re just beginning to explore passive income options or are looking to expand a real estate portfolio, Apta provides a structured, research-based, and compliant path forward.
Take a step toward financial independence and build your wealth by joining our investor network today! Be sure to read Dr. Kakarlapudi’s book, The Surgical Investor, and explore our current offerings and case studies, to learn more about passive real estate investing.
Founded by ENT surgeon Vasu Kakarlapudi, MD, MBA, Apta Investment Group helps surgeons achieve financial independence through passive real estate investments, building wealth, and restoring balance.
Disclosures:
Past performance is not indicative of future results. All investments carry risk, including potential loss of principal. This material does not constitute an offer to sell or a solicitation of an offer to buy securities.
