Grow With Fortune M/D
Expand. Your Horizon.
Creating a portfolio of income-producing real estate assets takes discipline and years of dedication. Founded by a physician, Fortune M/D is designed to meet the specific needs of the physician investor. Whether you’re a physician just graduating residency or an established physician, having high quality real estate properties in your portfolio is crucial to your financial well being. As our reach into communities grows, so does your opportunity to capitalize on otherwise unattainable acquisitions and developments.
More Than Meets The Eye
The Anatomy of Success.
Industry Expertise.
Since 1997, Fortune M/D has created new real estate ventures from concept to reality. With a deep understanding of the development cycle, investors have confidence that each venture is developed and executed with precision.
Project Management.
Once a venture meets our intrinsic thresholds of viability and ROI, a process that can take up to one year, the project becomes live. Fortune M/D controls each phase of the development cycle so that costs are optimized, and quality isn’t compromised.
Reputation.
With over 20 years of experience and millions in consistent distributions, Fortune M/D is the platform of choice for the physician investor who wants high yields while minimizing risk.
Reporting.
Whether it’s a new construction or acquisition, information sharing is critical to success. Fortune M/D utilizes industry leading platforms to keep all investors apprised of progress. Communication and access to every aspect of the investment is documented.
Due Diligence.
Each investment is thoroughly vetted against multiple third-party feasibility studies. Conservative proformas with ROI analysis are done across multiple scenarios. Coupled with cost-conscious development, investments are cultivated to withstand harsh economic cycles.
Operations.
Once the venture is operational, daily management is necessary to ensure that the investment achieves its goals. Employee, revenue, and brand management are intrinsic to the financial welfare of the asset over time. This translates into distributions on stabilization for every investor.
Meet your future self.
“My Fortune M/D Portfolio exceeded my expectations. ”
You’ve done it. Your practice is a success and you’re doing better than ever. But now you need to plan how you get to the next level. After all, you want to enjoy the rewards from your hard work. Let’s look at a case study to illustrate how your future self can create financial security through smart investing.
Dr. Tailor- Cardiologist, Group Practice
The Physician - Dr. Tailor
A 36 y/o cardiologist has an annual income of roughly $500,000. He has little to no tax write offs and is in the highest income tax bracket. Despite achieving all his professional goals, he finds himself working with no end in sight. He would like to make his money work for him.
The Goal.
Dr. White decides that within 10 years, he would like to generate half of his current income through real estate investments while building partnership equity.
The Network.
Dr. Tailor reaches out to the Fortune M/D team of professionals. He gains knowledge about the benefits and risks involved in real estate investing. More importantly, he now feels confident that he has found the right team to help him grow his portfolio.
The Plan.
After talking with his financial planner, CPA, and tax counsel, Dr. Tailor decides that real estate investments should be in his portfolio. But he’s not sure how or where to even begin. And as a busy cardiologist, he knows he doesn’t have the time or expertise to vette out potential real estate deals.
The Analysis.
Realizing time is money, and it’s safer and more cost-effective to do ventures in a group than alone, he makes the choice to join the Fortune M/D collective, which is exclusively for all US practicing physicians. He begins his journey into the world of real estate ownership.
The Decision.
Dr. White gets access to industry leading experts and options for Preferred Placement Memorandums (PPM) sponsored and syndicated with exclusivity just for Fortune M/D physicians. He decides which projects best suit his goals, and invests accordingly.
The Results.
With an average rate of return consistently of 15 - 20% per year plus an equity position in depreciable income generating assets, Dr. White now is receiving quarterly distributions upon stabilization. 100% of his capital contribution is captured back through either a refinancing event, or sale of the property, profits are split accordingly. He uses his earnings to secure a position in another Fortune M/D sponsored venture. He is now creating wealth and his money is working for him.
Join the Growing Community of Physician Investors.
Connect. Learn.
You’ll get the Fortune M / D Quarterly Report as well as exclusive invitations to live webinars to expand your knowledge base.