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Real Estate vs. Wall Street: Investment Strategies for Physicians

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For doctors and busy professionals, both real estate and Wall Street offer unique investment opportunities. 

The “better” choice depends on individual financial goals, risk tolerance, and time commitment.

Real Estate:

  • Pros:
    • Tangible Asset: Provides a sense of ownership and control.

       

    •  Potential for High Returns: Offers opportunities for rental income, appreciation, and tax advantages.

       

    •  Inflation Hedge: Can help protect wealth against inflation.

       

    •  Diversification: Provides a hedge against stock market fluctuations.  

  •  Cons:
    • High Initial Investment: Can require significant upfront capital.

       

    •  Illiquidity: Can be difficult to quickly sell a property.

Wall Street:

  • Pros:
        • Liquidity: Stocks and bonds can be easily bought and sold.  

        • High Growth Potential: Offers potential for significant capital appreciation.

        • Diversification: Allows for easy diversification across various sectors and asset classes.

        • Accessibility: Easily accessible through brokerage accounts.

      • Cons:
        • Volatility: Stock market values can fluctuate significantly, impacting investment returns.  

        • Market Risk: Subject to economic downturns and market crashes.  

For Doctors:

  • Real estate: Can provide a stable income stream, tax advantages, and a tangible asset. With passive real estate investing, you can benefit from the cash flow and appreciation of real estate investments without having to manage the property yourselves. This frees up your time to focus on your career and personal life.
     
  • Wall Street: Offers greater liquidity and potential for higher returns, but also carries higher risk.

Recommendation:

  • Diversification is Key: The best approach for most doctors may be to diversify their investment portfolio across both real estate and Wall Street.

  • Risk Tolerance: Evaluate your risk tolerance and choose investments that align with your comfort level.

Seek Professional Advice: It’s crucial to consult with a qualified real estate CPA or tax advisor to determine if real estate investing aligns with your specific financial goals and situation.  While a general financial advisor can offer valuable advice, their expertise may not fully encompass the complexities of real estate investment strategies.

Disclaimer: This information is for general knowledge and informational purposes only and does not constitute financial, investment, or tax advice.

For more information go to https://www.liftequityinvest.com/

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Lydia Essary

As a physician dermatopathologist, Lydia’s focus is to provide accurate diagnosis at the microscope for the care of her patients. As an investor, she is committed to raise awareness of the tremendous tax advantages of apartment investing and to help her colleagues and any investor generate passive income streams.

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Lift Equity Invest

LIFT EQUITY was created to help investors and busy professionals earn passive income through multifamily investing.

Get Free E-Book

Dr. Essary, co-founder of LIFT Equity, has written a concise, informative e-Book about why Multifamily is a game-changer investment for busy professionals and the best vehicle to build wealth. This is a must-read for anyone looking to grow their wealth and achieving financial freedom. To receive a FREE pdf version of this eBook in your email, just sign up.

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Brad Sumrok
Strategic Advisor

Brad Sumrok is a highly successful and experienced apartment investor, having owned 51 apartment buildings totaling more than $1 billion in value. Of those buildings, 21 went through the full cycle of acquisition, renovation, and sale, generating significant profits for his investors.
 
In addition to his own success as an apartment investor, Brad has also helped over 500 students increase their net worth by over $1,000,000 and quit their jobs through his education and training programs. He is the founder of the Sumrok Apartment Investing Mastery Mentoring Program, which provides in-depth training and resources for those looking to get into the apartment investing space. With his wealth of knowledge and experience, Brad is a valuable resource for anyone looking to succeed in the world of multifamily investing.

Dianne C. Essary
Marketing Manager & Assistant Underwriter

Dianne is responsible for developing marketing strategies, generating new business leads, and analyzing trends. Dianne has earned her BBA in Management from the University of Texas at Arlington. In addition, Dianne has experience conducting analysis and pro forma creation on multifamily real estate investments.

Aaron E. Essary
Director of Acquisitions & Asset Management (Acquisition Team)

Lift Equity welcomed Aaron Essary who joined the team in 2022. Aaron oversees all the deal sourcing, negotiation, acquisition, and portfolio management. Aaron owns his own real estate company and brings contract negotiation and serves as lender liasion. In terms of financing, Aaron has extensive experience in budgeting and expense control. Aaron has served as Accounting Manager in the private sector for the last six years. 

Aaron earned his BBA in Finance from the University of Texas. He is an innate investor and has been investing in real estate since 2015. 

H. Frank Essary MBA
Founder, President

H. Frank Essary is the founder and president of Lift Equity who oversees all aspects of the business operations including property acquisitions, asset management, and accounting.

Frank is a lifelong real estate professional and has owned single-family homes and duplexes in Southern Illinois along with being a successful landman. He relocated to Texas where he was introduced to multifamily investing in 2012 and has since solo-owned and asset-managed a 118-unit property in Texas which he later sold with high capital gains. He later joined the Sumrok Apartment Mastery Personal Mentoring Program in 2019 and is evaluating properties for syndication or joint venturing.