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🎙️ 𝗪𝗲𝗹𝗰𝗼𝗺𝗲 𝗯𝗮𝗰𝗸 𝘁𝗼 𝘁𝗵𝗲 𝗣𝗵𝘆𝘀𝗶𝗰𝗶𝗮𝗻𝘀 𝗮𝗻𝗱 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝗶𝗲𝘀 𝗣𝗼𝗱𝗰𝗮𝗰𝘀𝘁 𝘄𝗶𝘁𝗵 𝗵𝗼𝘀𝘁 𝗗𝗿. 𝗔𝗹𝗲𝘅 𝗦𝗰𝗵𝗹𝗼𝗲. 💡 What if the biggest “wealth skill” physicians never get taught isn’t investing… but negotiation, leadership, and thinking like a CEO—so you can practice medicine with autonomy, purpose, and peace? In today’s episode, I’m joined by Dr. Amy Vertrees—a board-certified general surgeon, Army veteran (17 years, 3 deployments), former Lieutenant Colonel, private practice surgeon, author, and founder of the Boss Business of Surgery series. Amy shares what it’s really like doing surgery downrange with limited resources (no CT, no laparoscopy, no robot), the leadership lessons the military forces you to learn fast, and the powerful mindset shift physicians need after training: stop thinking like an employee and start thinking like the CEO of your career. We also go deep into negotiation—how she used principles from Never Split the Difference to increase her pay per RVU, why keeping emotions out of negotiations matters, and how knowing your value changes everything. This episode is for the physician who wants more than “just surviving” medicine—who wants to lead, negotiate, and build a career that actually fits their life. 🔥 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻:  ✔️ The difference between military med school (USUHS) and scholarship routes (HPSP) ✔️ What deployed surgery really looks like: limited tools, high stakes, rapid triage ✔️ How the military builds leadership through responsibility, early and often ✔️ Why “we were told we could do it… so we became capable of doing it” is a life-changing framework ✔️ The whiplash of combat medicine: intense stabilization → evacuation → little closure ✔️ Why money doesn’t fix misalignment (and how autonomy + meaning matter more) ✔️ Negotiation basics: know your value, keep it calm, and don’t trigger emotion ✔️ Tactics from Never Split the Difference (stalling the number, anchoring, conversational tone) ✔️ The CEO vs employee mindset—and how it changes how you solve problems ✔️ Emotional capacity: how naming your emotions precisely helps you lead yourself (and avoid burnout) 🔥 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:  ✅ Know what you offer + know your number. Confidence comes from clarity. ✅ Negotiation isn’t combat—it’s a calm conversation that lowers emotional threat. ✅ Thinking like a CEO means you stop asking “What are the rules?” and start asking “What are my options?” ✅ A raise can feel good… but autonomy, purpose, and alignment are what actually sustain you. ✅ Emotional capacity is a physician skill: when you can name the feeling, you’ve already started solving the problem. ✅ Your career is a business—whether you treat it that way or not. Financial freedom might be a few properties away… but disability can wipe out the plan overnight if you’re not protected. Get a free disability quote today at: Leveragerx.com/physiciansandproperties If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below: Facebook Community Website Instagram Youtube Invest With Me Join The RAL Room Assisted Living Mastermind

🎙️ 𝗪𝗲𝗹𝗰𝗼𝗺𝗲 𝗯𝗮𝗰𝗸 𝘁𝗼 𝘁𝗵𝗲 𝗣𝗵𝘆𝘀𝗶𝗰𝗶𝗮𝗻𝘀 𝗮𝗻𝗱 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝗶𝗲𝘀 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 𝘄𝗶𝘁𝗵 𝗵𝗼𝘀𝘁 𝗗𝗿. 𝗔𝗹𝗲𝘅 𝗦𝗰𝗵𝗹𝗼𝗲. 💡 What if the “best” way to start investing in real estate isn’t buying a rental… but becoming a passive partner first—so you can learn the game, reduce risk, and still build real wealth? In today’s episode, I’m joined by Dr. Yasser Rodriguez—a Harvard-trained cardiac electrophysiologist and founder of Cardia Real Estate Investments, where he helps physicians build passive, tax-efficient wealth through commercial real estate. Yasser shares his story of being $386,000 in student loan debt, paying it off in ~25 months, and realizing that even a strong W-2 isn’t enough if you want true agency over your time. We go deep into why physicians get stuck (fear + lack of financial education), how to break through analysis paralysis, and why commercial real estate syndications can be one of the most powerful wealth vehicles when you focus on the operator, the underwriting, and the downside protection. This episode is a blueprint for physicians who want financial freedom—not to quit medicine… but to practice it because they WANT to. 🔥 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻:  ✔️ Why physicians often get shamed for investing—and how to tune out the noise  ✔️ How Yasser paid off $386K of student loans fast (and why “raw horsepower” + strategy matters) ✔️ The real reason W-2 income is a trap at high tax brackets—and how real estate flips the tax equation ✔️ First steps for new physician investors: education → community → first LP deal ✔️ Why becoming a passive investor (LP) can be the best “training wheels” in real estate ✔️ How to avoid shiny object syndrome: sample asset classes first, then pick your lane ✔️ Commercial real estate basics: how value is created through NOI + cap rates (not comps) ✔️ Depreciation + cost segregation: why “paper losses” can supercharge passive investing ✔️ The importance of conservative underwriting + sensitivity analysis (“punch in the face” planning) ✔️ Med tech investing: what to look for (track record, FDA experience, execution, team) and why returns can be asymmetric 🔥 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:  ✅ Your financial education is your responsibility—this stuff is easier than boards, but you must start.  ✅ You don’t need to pick the “perfect” asset class on day one—take a sample, then commit.  ✅ Passive investing isn’t “lazy”—it can be the smartest way to learn and build wealth while staying focused on your career.  ✅ The deal should survive rough seas: conservative assumptions + downside planning matters more than hype.  ✅ Your WHY is the fuel—agency, family time, and freedom are the real reasons we do this.  ✅ There’s something for everyone: multifamily, assisted living, STRs, RV parks, med tech—pick the lane that fits your goals. 🎧 𝗟𝗶𝘀𝘁𝗲𝗻 𝘁𝗼 𝘁𝗵𝗲 𝗲𝗽𝗶𝘀𝗼𝗱𝗲 𝗻𝗼𝘄. Financial freedom might be a few properties away… but disability can wipe out the plan overnight if you’re not protected. Get a free disability quote today at: Leveragerx.com/physiciansandproperties If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below: Facebook Community Website Instagram Youtube Invest With Me Join The RAL Room Assisted Living Mastermind

🎙️ Welcome back to another eye-opening episode of The Physicians and Properties Podcast with host, Dr. Alex Schloe. 💡 What if the fastest way to build real wealth isn’t finding the perfect deal… but getting in the right rooms with the right people and letting relationships compress your timeline? In this episode, Alex sits down with return guest Dr. Kyle Stephenson—orthopedic surgeon, investor, community builder, and founder of the Legacy Rx Conference and the Doctors Investor Club. Kyle shares what he’s learned over the past year of building events, growing physician investor networks, navigating wins and painful lessons, and why he’s shifted from chasing “home runs” to stacking consistent singles with high-integrity partners. This conversation is a blueprint for physician investors who want to build wealth with faith, family, and freedom at the center—and avoid the mistakes that cost real money (and stress) along the way. 🔥 What you’ll learn: Legacy Rx behind the scenes: What Kyle learned from hosting his first real estate conference—and why execution is harder than the visionThe “right rooms” principle: Why most people say they want growth… but don’t take action to show upDoctors Investor Club explained: How Kyle partnered with the Family Office Club to give physicians access to elite investor roomsNetworking at the next level: Rubbing elbows with pro athletes, family offices, and high-level operators—and why that mattersHard lessons from bad deals: Ponzi schemes, underperforming assets, and what Kyle now does differently to protect capitalWalk every property: Why Kyle refuses to invest (or bring investors) into deals he hasn’t personally visitedSponsor alignment > IRR: Why faith, integrity, and family values matter more than projected returnsVelocity of money: Using tools like whole life cash value + borrowing + cash-flowing assets to make one dollar work twiceMacro matters: Why young physicians must understand inflation, currency debasement, and why “saving cash” quietly loses 🔥 Key Takeaways: Your network is your net worth. The right rooms accelerate belief, confidence, and opportunity.Most people don’t have an information problem—they have an action problem. Showing up is the real separator.If the deal feels too good to be true… it probably is. Trust your instincts and verify everything.Bet on the operator first. The sponsor is the jockey—don’t ignore character and alignment.Integrity is expensive in the short-term—but priceless long-term. Your reputation is an asset.Stop letting money sit idle. Inflation is real, and cash is quietly losing value every year.Freedom is the goal. Build wealth so you can practice medicine becauseFinancial freedom might be a few properties away… but disability can wipe out the plan overnight if you’re not protected. Get a free disability quote today at: Leveragerx.com/physiciansandproperties If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below: Facebook Community Website Instagram Youtube Invest With Me Join The RAL Room Assisted Living Mastermind

🎙️ Welcome back to another eye-opening episode of The Physicians and Properties Podcast with host, Dr. Alex Schloe. 💡 What if the fastest way to financial freedom isn’t “starting small”… but taking bold action on a deal so good you figure out the money later? In this episode, Alex sits down with Dr. Erin Hudson (Doctor of Chiropractic)—a physician-turned-investor and serial entrepreneur who went from 0 doors to 26 doors in 24 months, completed 231+ buy/sell transactions, and eventually scaled into multifamily ownership with 2,600+ units. Erin breaks down how she bought six rentals at once in Indianapolis from Southern California (without knowing exactly where all the capital would come from), how she used relationships, negotiation, double closes, and scarcity to scale, and why integrity matters most when real estate punches you in the mouth. This is a masterclass in momentum, mindset, and building a legacy that outlives you. 🔥 What you’ll learn: 0 → 6 in one move: Why Erin bought all six rentals (not one) when the barrier to entry was low—and committed before she felt “ready”Finding the money later (responsibly): How she pulled together capital through creative options (including lending + leverage) because the deal was too strong to ignoreInvesting outside your backyard: Why she chose landlord-friendly markets with lower barriers to entry instead of overpriced coastal real estateThe “law of the first deal”: Why the first leap is the hardest—and how momentum follows actionRinse-and-repeat deal stacking: How she structured deals to sell two and keep one “for free,” then repeated the processIntegrity under pressure: The story of the fraudulent title company, the financial loss, and the decision to still do right by her investorsSingle-family → multifamily pivot: The moment she realized she’d been playing “Monopoly on Vermont” and could start aiming for “Boardwalk”How to pick sponsors/operators: Why the property is the horse—but the operator is the jockeyLegacy + kids + money: Practical ways Erin teaches her kids wealth, ownership, and discipline through real assets and transparency 🔥 Key Takeaways: The deal can pull you forward. If it’s truly a home-run, you can often solve the capital stack after you commit.You don’t need to invest where you live. Go where the math works and the rules protect landlords.Confidence comes after action. Most people wait to feel ready—winners move, then grow into the identity.Real estate is a team sport. Relationships and operators matter as much as underwriting.Integrity compounds. Your reputation is an asset—protect it, even when it costs you in the short term.Bet on the jockey first.Financial freedom might be a few properties away… but disability can wipe out the plan overnight if you’re not protected. Get a free disability quote today at: Leveragerx.com/physiciansandproperties If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below: Facebook Community Website Instagram Youtube Invest With Me Join The RAL Room Assisted Living Mastermind

Welcome back to another enlightening episode of The Physicians and Properties Podcast with your host, Dr. Alex Schloe. 💡 What if you could “recycle” your money—pay down debt, invest in real estate, and keep control of your cash flow—by adding just one step to your financial system? In today’s episode, Alex is joined by Dr. Brent Kessler, creator of the Money Multiplier Method and a leading teacher on the Infinite Banking Concept. Brent shares how he went from nearly $1,000,000 in debt to paying it off in 39 months—without “working harder” or changing his income—by restructuring how money flows through his life. You’ll hear why this strategy is controversial (because it uses properly-designed whole life insurance) and why Brent argues the real conversation is about control + liquidity, not hype. 🔥 What you’ll learn: Infinite Banking in Plain English: What it is and what it’s actually designed to doThe Money Multiplier Method: How Brent paid off ~$984,711 in debt in 39 months by adding one stepWhole Life (Done Right): Why policy structure matters (mutual company, dividend-paying, high early cash value)Recapture & Recycle Your Money: The “car example” and how the same dollars can be reused strategicallyControl + Liquidity: Why Brent says sending money directly to lenders = money leaving your family foreverGuaranteed vs Non-Guaranteed: Contractual guarantees vs dividends—and why the floor mattersNot an Investment—A Financing Tool: Why Brent says this is about financing everything you do, not chasing returnsThe Biggest Risk Is You: Why discipline matters—and how canceling/violating the policy contract creates problems🔥 Key Takeaways: This strategy is about control—keeping your money working inside a system you own before deploying it.The “secret sauce” isn’t life insurance—it’s how the policy is engineered and implemented.This is not “any life insurance.” It’s a specifically designed policy built for accessible cash value.The goal isn’t to replace real estate—it’s to create a stronger financing foundation for investing and debt payoff.This is a marathon, not a sprint—consistency + discipline is the game.Connect with Dr. Brent Kesler: WebsiteLinkedInPodcastFinancial freedom might be a few properties away… but disability can wipe out the plan overnight if you’re not protected. Get a free disability quote today at: Leveragerx.com/physiciansandproperties If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below: Facebook Community Website Instagram Youtube Invest With Me Join The RAL Room Assisted Living Mastermind

Welcome back to another enlightening episode of The Physicians and Properties Podcast with your host, Dr. Alex Schloe. 💡 What if freedom wasn’t a number… but a calendar? In today’s episode, Alex shares a no-fluff 2025 year-in-review—the year freedom became real. He opens up about separating from the U.S. Air Force after seven years, designing a life where he practices medicine because he wants to, not because he has to, and how real estate and entrepreneurship created more time, presence, and flexibility for his family. You’ll hear the wins (raising over $2M for senior living projects), the lessons (a $40,000 development “tuition” that sharpened his underwriting forever), and the lifestyle moments that made it all worth it—from a month camping through America’s most iconic national parks to spontaneous cliff jumping in Malta with his son. 🔥 What you’ll learn: Freedom Is a Calendar: Why true freedom isn’t the absence of work—it’s choosing the work you loveLeaving the Air Force: How Alex transitioned into a new season of medicine and life after military serviceDirect Primary Care & Joy in Medicine: Why DPC is a model that restores relationships, prevention, and physician fulfillmentBuying Back Time With Assets: How real estate can fund experiences—not toys—so you can be present with your kids nowDevelopment Isn’t a Hobby: The painful $40K lesson and why utilities (sewer/water/power) can kill a deal fastThe First Jump Principle: Why your first offer, LOI, or underwriting session is the hardest—and momentum follows actionGet in the Right Room: How masterminds and community stretch your vision and compress your timeline🔥 Key Takeaways: Freedom isn’t a net worth target—it’s your ideal week. Define the calendar you want, then build assets to buy it back.Practice medicine by choice, not pressure. Real financial stability restores autonomy and joy.De-risk development early. Investigate utilities and entitlements before you spend big on plans and pre-construction.Momentum follows courage. Do the first jump scared—confidence comes after the leap.Community accelerates growth. The right rooms normalize action and expand what you believe is possible.Wealth is a tool for presence. The best “returns” are time, memories, and flexibility with the people you love.Financial freedom might be a few properties away… but disability can wipe out the plan overnight if you’re not protected. Get a free disability quote today at: Leveragerx.com/physiciansandproperties If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below: Facebook Community Website Instagram Youtube Invest With Me Join The RAL Room Assisted Living Mastermind

🔁 EPISODE REPLAY 🔁 Originally aired — replaying by popular demand Welcome back to another episode of the Physicians and Properties Podcast! 🎙️ In this special replay, Dr. Alex Schloe dives into an inspiring conversation with Dr. Calvin Lowe, a highly accomplished physician in the Division of Emergency and Transport Medicine at the Children’s Hospital of Los Angeles and a savvy real estate investor with an incredible story to share. Dr. Lowe has been practicing in academic medicine for 31 years and served as the Medical Director of the Alan Perwin Emergency Transport Program, earning national and international recognition. Beyond his impressive medical career, Dr. Lowe and his wife, Peggy, have built a multifamily real estate portfolio of 850 doors across Arizona, California, Texas, and Utah—transitioning from limited partner (LP) to general partner (GP) roles. In this episode, Dr. Lowe shares his journey of balancing a demanding medical career, real estate investing, and being a devoted husband and father to his kids, Elizabeth and Austin. Together, Alex and Calvin dive deep into the importance of wellness, mental health, and building a life that prioritizes what truly matters. What You’ll Learn: ➔ Balancing Medicine and Real Estate: How Dr. Lowe and Peggy manage a thriving real estate portfolio alongside long medical careers. ➔ LP vs. GP Investing: The key differences between being a limited partner and a general partner—and how to make the transition. ➔ The Role of Family Support: Why having your spouse aligned with your vision is critical to long-term success. ➔ The Power of Networking and Masterminds: How surrounding yourself with the right people accelerates growth and opportunity. ➔ Prioritizing Wellness and Mental Health: Why presence, balance, and health are the true foundations of success. Key Takeaways: ➔ Your spouse is your biggest partner—alignment creates momentum and resilience.  ➔ Real estate creates options—moving from LP to GP unlocks greater control and income potential. ➔ Masterminds and networks matter—who you surround yourself with shapes your trajectory. ➔ Health and family come first—real estate is a tool to build a life where you can show up for what matters most. Subscribe and Stay Updated: If Dr. Lowe’s journey resonated with you, make sure to subscribe to the Physicians and Properties Podcast. ⭐ Leave a five-star review to help other physicians discover how real estate can create freedom—without sacrificing family, health, or purpose. Connect With Dr. Calvin Lowe: LinkedInFinancial freedom might be a few properties away… but disability can wipe out the plan overnight if you’re not protected. Get a free disability quote today at: Leveragerx.com/physiciansandproperties If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below: Facebook Community Website Instagram Youtube Invest With Me Join The RAL Room Assisted Living Mastermind

Welcome back to another enlightening episode of The Physicians and Properties Podcast with your host, Dr. Alex Schloe. 💡 What if you could build long-term wealth and freedom through real estate—without sacrificing your calling as a physician or taking on another full-time job? In today’s episode, Alex is joined by Clint Harris, professional real estate investor, capital raiser at Nomad Capital, founder of Going Coastal Property Management, and host of the Truly Passive Income podcast. Clint has raised over $150M in stabilized assets and brings a rare blend of experience from medical device sales, active real estate operations, and large-scale passive syndications. Clint shares his journey from early real estate mistakes to scaling Airbnbs, building a property management company, and ultimately focusing on self-storage conversions—turning underutilized big-box buildings into high-performing, cash-flowing assets through forced appreciation. Throughout the conversation, Clint and Alex explore how physicians can use syndication and passive investing as powerful tools to regain time, clarity, and independence of purpose. 🔥 What you’ll learn: From Medical Sales to Real Estate Freedom: How Clint transitioned from a demanding medical sales career into full-time real estate investing while preserving relationships and purpose.The Golden Handcuffs Problem: Why lifestyle creep traps many high-income physicians—and how real estate can help break the cycle.The 3 Pillars of Real Estate Success: Why every deal requires time, experience, and money, and how physicians can win by partnering when they don’t have all three.Self-Storage Conversion Strategy: How buying $2–3M vacant buildings and investing another $2–3M can create stabilized assets worth $9–17M through NOI-based valuation.Syndications Explained for Physicians: Why most commercial real estate is owned through syndications—and how passive investing lets your capital work while you’re in the hospital.Operator Due Diligence: What to look for in sponsors, why communication matters most when things go wrong, and how recent market stress revealed who was truly prepared.Money as Stored Life Energy: A powerful reframe on capital, responsibility, and why investing should align with your family’s goals, values, and long-term vision.🔥 Key Takeaways: Passive investing can be an ideal lane for physicians with capital but limited time.Lifestyle creep—not income—is often the biggest barrier to freedom.Self-storage conversions create value by changing how assets are valued, not just by improving buildings.In syndications, the operator matters more than the deal on paper.Define your life goals first—then choose investments that support them.Money is stored life energy and should be stewarded withFinancial freedom might be a few properties away… but disability can wipe out the plan overnight if you’re not protected. Get a free disability quote today at: Leveragerx.com/physiciansandproperties If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below: Facebook Community Website Instagram Youtube Invest With Me Join The RAL Room Assisted Living Mastermind

Welcome back to another meaningful episode of The Physicians and Properties Podcast with your host, Dr. Alex Schloe. 💡 What if the life you dreamed of—the parent you hoped to be, the spouse you wanted to become, the physician you envisioned—can’t be built inside the limits of your current medical schedule? What if the real path to freedom isn’t time off or a lighter call schedule… …but cash-flowing assets, ownership, and autonomy? In today’s episode, Dr. Alex shares the deeply personal story of the night everything changed during residency—a night in the middle of peak COVID when exhaustion, fear, and a single text from his pregnant wife forced him to confront a truth he had never allowed himself to consider. Medicine alone was not enough to build the life he wanted for his family. This episode is an invitation for physicians to rethink freedom, redefine identity, and reclaim the autonomy they were never taught to build in training. 🔥 What you’ll learn: The Night Everything Changed: How a moment of fear during peak COVID uncovered the unsustainable reality of modern medical training—and sparked the search for a different path.Your Identity Beyond the White Coat: Why your degree is not your entire identity, and why separating who you are from what you do is essential for long-term joy and fulfillment.The Power of Your First Passive Income Check: How a $1,000/month short-term rental fundamentally reshaped Alex’s view of freedom, work, identity, and what was possible for his life.The Lie Physicians Are Taught: Why “just work harder and someday it gets easier” is a myth—and how physicians unintentionally sacrifice their health, families, and dreams waiting for a future that never arrives.The Three Freedoms Every Physician Needs: Time freedom: Control over your hours. Financial freedom: Income not tied to patient volume. Mental freedom: Space to breathe, dream, and build a life outside the hospitalWhy Real Estate Isn’t an Escape—It’s a Launchpad: How entrepreneurship and investing bring physicians back to the best version of themselves in medicine: more present, healthier, grounded, and fulfilled.🔥 Key Takeaways: Freedom doesn’t come from time—it comes from cash-flowing assets.Your first passive income check flips a switch you can never unsee.You’re allowed to build a bigger life—without being ungrateful for medicine.Burnout isn’t a personal failure; it’s a systems failure.Real estate creates options, and options create life.Medicine was designed to serve others—not to give you financial freedom.You are more than the white coat. More than the stethoscope.Your medical degree is not your identity—it’s your launchpad.The dream you’re chasing is often hidden inside the work you’ve been avoidiFinancial freedom might be a few properties away… but disability can wipe out the plan overnight if you’re not protected. Get a free disability quote today at: Leveragerx.com/physiciansandproperties If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below: Facebook Community Website Instagram Youtube Invest With Me Join The RAL Room Assisted Living Mastermind

Welcome back to another enlightening episode of The Physicians and Properties Podcast with your host, Dr. Alex Schloe. 💡 What if you could transform senior care, build a community-impacting legacy, and create financial freedom—all through purpose-built residential assisted living? In today’s episode, Alex is joined by Dr. Chloe Kilman, a geriatric physician, and her husband Nicholas Blanchard, co-founders of Bloom Homes Assisted Living in Mississippi. Chloe and Nick are developing a 16-bed luxury memory care mansion—a model that blends exceptional dementia care with the warmth and dignity of a true home. They share their journey from discovering the RAL model in 2022 to purchasing land, assembling their team, navigating city approvals, securing SBA financing, and preparing to break ground. Along the way, they open up about the challenges, the learning curve, the wins, and the deep motivation behind their mission: raising the standard of memory care in their community. Through this inspiring conversation, Chloe and Nick show what’s possible when clinicians and families come together to create innovative, patient-centered solutions for an aging population. 🔥 What you’ll learn: From Idea to Development: How Chloe & Nick went from discovering residential assisted living to designing a 10,000 sq ft, 16-bed memory care mansion on land large enough for three homes.Why Ground-Up Beats Conversion: The zoning, layout, and cost considerations that led them to pursue new construction instead of retrofitting an existing home.The Memory Care Mansion Model: What makes this 1:5–1:8 caregiver ratio so powerful—and why smaller, home-style environments outperform many large facilities.Behind the Scenes of New Development: A breakdown of land acquisition, architecture, engineering, contractor selection, Department of Health approvals, and the emotional rollercoaster of SBA lending and appraisals.Funding the Project: How they’re structuring a joint-venture model, working with lenders, and using an SBA 7(a) loan to finance construction, FF&E, working capital, and lease-up reserves.Community Impact: Why Bloom Homes will not only improve dignity and care for seniors—but also create high-quality jobs, support families, and eventually help train dementia caregivers through nonprofit initiatives.🔥 Key Takeaways: Small homes mean better care. A 16-bed memory care home can offer better monitoring, stronger relationships, and deeper dignity than many 100+ resident facilities.You don’t need to quit your job to build an assisted living business. Systems, mentorship, and accountability make development possible—even while working full-time.Success is built on relationships. Banks, architects, appraisers, zoning boards, caregivers, and mastermind groups all play a crucial role.Financial freedom might be a few properties away… but disability can wipe out the plan overnight if you’re not protected. Get a free disability quote today at: Leveragerx.com/physiciansandproperties If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below: Facebook Community Website Instagram Youtube Invest With Me Join The RAL Room Assisted Living Mastermind

Welcome back to another meaningful episode of The Physicians and Properties Podcast with your host, Dr. Alex Schloe. 💡 What if the true measure of wealth isn’t financial freedom…but relational freedom? What if the quality of your life—and even your success as a physician, investor, or entrepreneur—hinges on the depth of your relationships? In today’s special Thanksgiving episode, Alex steps away from real estate and entrepreneurship to explore something far more important: community, connection, and the loneliness epidemic affecting modern America. Drawing from a powerful story he recently heard in a John Mark Comer sermon, Alex reflects on the life of billionaire John Paul Getty—a man with unimaginable wealth, fame, and power, yet crippling isolation. Getty’s story becomes a mirror for our own culture: a world where people have more material comfort than ever before but often feel profoundly alone. This episode is an invitation to slow down, open your home, gather around the table, and remember that relationships—not money—are the greatest form of capital. 🔥 What you’ll learn: The Cost of Isolation: How John Paul Getty’s tragic life reveals the emptiness of success without connection—and why many Americans today face the same loneliness despite unprecedented comfort.The Loneliness Epidemic: Eye-opening statistics on how pervasive isolation has become, why it impacts physicians uniquely, and why the U.S. Surgeon General calls it the top health threat in America.Relationships as the True Key to Success: The surprising truth Alex has learned from interviewing physicians, entrepreneurs, and leaders: success is built on relationships—not deals, not net worth.The Power of Community & Hospitality: Why opening your table, sharing meals, and living life with others can radically improve your mental health, your marriage, your medical practice, and even your business.Living a Richer Life in 2025 and Beyond: How the Schloe family intentionally built more community this year—and how it transformed their joy, relationships, and sense of purpose. 🔥 Key Takeaways: A palace without people is just a tomb with marble countertops. True wealth comes from people, not possessions.Loneliness is as harmful as smoking 15 cigarettes per day. Connection isn’t optional—it’s essential for health.Every successful leader points to the same truth: success is driven by relationships.Gratitude is an action, not a feeling. It’s expressed through presence, hospitality, and shared life.Your table is one of the most powerful tools you have for building community. A rich life is built around the people you invite into it.You don’t have to be perfect—just willing. Building community starts by opening your home, your schedule, and your heart.FamiFinancial freedom might be a few properties away… but disability can wipe out the plan overnight if you’re not protected. Get a free disability quote today at: Leveragerx.com/physiciansandproperties If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below: Facebook Community Website Instagram Youtube Invest With Me Join The RAL Room Assisted Living Mastermind

 Welcome back to another enlightening episode of The Physicians and Properties Podcast with your host, Dr. Alex Schloe. 💡 What if you could build a legacy through real estate and entrepreneurship—without sacrificing your passion for practicing medicine? In today’s episode, Alex is joined by Dr. Jennie Eckstrom, a family medicine physician, real estate investor, and the founder of Uncluttered Mind, MD. Jennie shares how she built a thriving real estate portfolio spanning commercial properties, land development, and short-term rentals—all while leading one of Montana's largest independent primary care clinics. Through this engaging conversation, Jennie talks about mindset shifts, her family’s influence on her journey, and how real estate investments have allowed her to create financial freedom and time for what truly matters. 🔥 What you’ll learn: From Medicine to Real Estate: How Dr. Eckstrom transitioned from a career in family medicine to building a successful real estate portfolioTotal Return Thinking: How to assess investments beyond just the cash flow—consider appreciation, tax benefits, and debt paydownThe Legacy of Real Estate: Why Dr. Eckstrom invested in her medical practice building and how it became a valuable assetShort-Term Rentals: Why Maui was the perfect location for Jennie’s vacation home investment and how to make these properties pay for themselvesEntrepreneurial Mindset: How to balance a clinical career with the entrepreneurial journey and what leadership really looks likeTime Freedom: How real estate investing gave Jennie the freedom to step away from clinical practice for a month-long sabbatical in Maui🔥 Key Takeaways: Real estate can be a gateway to time freedom, allowing physicians to practice medicine because they want to, not because they have to.Learn to look beyond cash flow—factor in total return thinking when making investment decisions.Building a legacy is not just about wealth but about creating space for life’s meaningful experiences.Investing in commercial properties, land, and short-term rentals can complement your medical career and open doors to financial freedom.The Importance of Mindset: Understanding when to take a step back and reassess your path is crucial for long-term success.⚠️ Friendly reminder: This podcast is for informational purposes only and should not be construed as legal, tax, or investment advice. Always consult with your CPA, attorney, or financial advisor before making any investment decisions. Connect with Dr. Jennie Eckstrom: InstagramLinkedInWebsiteFinancial freedom might be a few properties away… but disability can wipe out the plan overnight if you’re not protected. Get a free disability quote today at: Leveragerx.com/physiciansandproperties If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below: Facebook Community Website Instagram Youtube Invest With Me Join The RAL Room Assisted Living Mastermind

🎙️ Welcome back to another eye-opening episode of The Physicians and Properties Podcast with host, Dr. Alex Schloe. 💡 What if your path to financial freedom wasn’t choosing either active real estate or passive syndications—but designing a portfolio that uses both for cash flow, tax efficiency, and time freedom? In this episode, Alex sits down with Dr. Chirag Chaudhari—an emergency medicine physician and multi-asset investor with holdings across multifamily, short-term rentals, hotel-to-multifamily conversions, land, oil & gas, and preferred equity. Chirag unpacks how he used 1031 exchanges to scale, why he chose Clearwater STRs (hello, mother-in-law + legitimate write-offs), and how he now co-invests in institutional deals—bringing physician capital together to negotiate better terms and de-risk execution. From the short-term rental tax loophole (with material participation and cost seg) to energy deals that can offset active W-2/1099 income, this conversation is a blueprint for physicians who want freedom to practice medicine because they want to—not because they have to. 🔥 What you’ll learn: Active → Passive playbook: How an ER doc grew from LTRs to STRs to 20+ LP syndications1031s, simplified: Rolling equity from a paid-off $150K LTR into a $600K Clearwater STR—without paying taxes on the gainSTR tax advantages: Material participation + cost segregation = potential six-figure paper losses against clinical incomeOil & gas 101: IDC credits, targeting 80–90% first-year deductions on W-2/1099 income, plus front-loaded cash flowHotel → Multifamily conversions: Inside a 787-unit studio housing project in Olympia, WALand deals for growth: Why some investors trade cash flow for 3–5× equity multiples in 3–5 yearsCo-investing edge: Pooling capital via an LLC to win better splits, lower mins, and cleaner investor relationsDiligence that protects you: Vetting sponsors > vetting deals; background checks, third-party feasibility, sensitivity analyses🔥 Key Takeaways: Freedom is the goal; real estate and entrepreneurship are the vehicles.Compress timelines with education, masterminds, and community (borrow belief until you have your own).The sponsor is the jockey—bet on them first, then the deal.Mix assets for resilience: STR cash flow, land appreciation, energy tax benefits, and institutional ops.Use the code legally: 1031s, bonus depreciation, STR material participation, IDC credits.⚠️ Friendly reminder: none of this is legal, tax, or investment advice. Always consult your CPA and attorney (preferably with real estate and cross-asset experience). 🔗 Connect with Dr. Chirag Chaudhari: LinkedInFinancial freedom might be a few properties away… but disability can wipe out the plan overnight if you’re not protected. Get a free disability quote today at: Leveragerx.com/physiciansandproperties If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below: Facebook Community Website Instagram Youtube Invest With Me Join The RAL Room Assisted Living Mastermind

🎙️ Welcome back to another powerful episode of The Physicians and Properties Podcast with host, Dr. Alex Schloe. 💡 What if real estate and entrepreneurship weren’t the ultimate goals—but the vehicles to create freedom? In this solo episode, Dr. Schloe goes beyond cash flow and cap rates to uncover the true foundations of financial freedom: mindset and relationships. Drawing from interviews with over a hundred physician investors, he reveals why strategy alone isn’t enough—and how shifting from fear-based thinking to possibility-based action changes everything. From learning to “borrow belief” from mentors and masterminds, to surrounding yourself with people who expand your vision, this episode is a reminder that wealth without alignment isn’t freedom—it’s another form of constraint. 🔥 What you’ll learn: Why the medical mindset of minimizing risk can paralyze progress in entrepreneurshipHow to shift from fear-based to possibility-based decision-makingWhy consistency and “investor reps” matter more than one big winHow to find (or build) the right rooms that collapse your timeline to successWhy belief and community are the true accelerators of financial freedom🔥 Key Takeaways: Freedom—not real estate—is the real goal.Mindset and relationships are the foundation of lasting wealth.You don’t have to be the smartest in the room—just the most interested.Borrow belief until you build your own.Your outer world only grows after your inner world does.If you’re a physician ready to think bigger, invest smarter, and surround yourself with people who expand your possibilities—this episode will reignite your why and reset your path to freedom. Financial freedom might be a few properties away… but disability can wipe out the plan overnight if you’re not protected. Get a free disability quote today at: Leveragerx.com/physiciansandproperties If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below: Facebook Community Website Instagram Youtube Invest With Me Join The RAL Room Assisted Living Mastermind

🎙️ Welcome back to another impacting episode of The Physicians and Properties Podcast with hosts Dr. Alex Schloe and Ryan Byrne. 💡 What if your path to freedom didn’t mean chasing more deals—but aligning purpose, people, and profit in one of the most resilient asset classes in America? In this episode, Dr. Alex and Ryan pull back the curtain on The Preserve at Rockledge—a 320-home, Class-A active-adult (55+) community on Florida’s booming Space Coast. You’ll hear how their team designed this project to ride the Silver Tsunami—the largest demographic shift in U.S. history—while creating both impact and income for investors. They unpack why Florida is ground zero for senior housing demand, how the project’s award-winning design and world-class partners—including Kaufman Lynn Construction, Colonial Oaks Senior Living, and Barnett Design Studio—came together, and how a creative capital stack (land contributed as equity + $50M in C-PACE financing) produced one of the cleanest, best risk-mitigated deals they’ve ever offered. 🔥 What you’ll learn: The Silver Tsunami opportunity: 77M Boomers, 10,000 turning 65 daily, and why demand isn’t slowingWhy Florida’s Space Coast is the epicenter of growth and migration for active seniorsHow institutional-grade construction (tunnel-form concrete) ensures quality, speed, and hurricane resilienceThe operational secret behind 95%+ occupancy in Colonial Oaks communitiesHow land contribution + C-PACE financing eliminated preferred equity and boosted investor returnsBase-case financials: ~75% average annual returns, ~41% IRR, and a 4.0× equity multiple in ~4 yearsMultiple exit options: sell, hold, or convert to REIT shares for continued income🔥 Key Takeaways: Demographics don’t lie—the senior housing gap is decades wide.Aligned incentives (team, capital, mission) create safer, higher-yield projects.Design + dignity win: resort-style living for active seniors who value community.Conservative underwriting and world-class partners mitigate downside.Purpose and profit can coexist—when you build for people, the returns follow.⚠️ Disclaimer: This discussion is for informational purposes only and does not constitute an offer to sell or solicitation to buy securities. Always consult your own legal, tax, and financial advisors. Connect with Ryan Byrne: LinkedInWebsiteFacebookInstagramFinancial freedom might be a few properties away… but disability can wipe out the plan overnight if you’re not protected. Get a free disability quote today at: Leveragerx.com/physiciansandproperties If you want to learn how investing in real estate can give you the freedom to practice medicine and live life how you want then check out the links below: Facebook Community Website Instagram Youtube Invest With Me Join The RAL Room Assisted Living Mastermind