Our Core Focus: Your Financial Freedom
Our purpose is simple yet profound:
To create lifelong and meaningful relationships with our clients, helping them achieve financial freedom.
We specialize in working with doctors and high-income earners who want to build passive income through syndications, providing them with the knowledge, tools, and support they need to succeed.
Our Core Values:
Meaningful Relationships
Our success is measured by the strength and longevity of our client relationships. We are dedicated to fostering connections
that go beyond transactions and create an impact in our client’s life.
Honesty and Integrity
Trust is the cornerstone of our relationships, and we are committed to maintaining unwavering honesty in everything we do. We do the right thing, always.
Contribution
We believe in adding value to our clients. Our work is driven by a desire to contribute positively and meaningfully.
Client-First Approach
We believe in adding value to our clients. Our work is driven by a desire to contribute positively and meaningfully.
Continuous Improvement
We are committed to ongoing learning and development, both personally and professionally. This dedication to self-improvement allows us to offer you the most up-to-date and effective investment strategies.
Wow Experience
We aim to exceed expectations at every turn. From personalized service to tailored investment strategies, we are dedicated to delivering a "wow" experience that leaves a lasting impression.
Expertise in Syndication
Our deep and comprehensive understanding of the syndication
landscape ensures that we can provide you with the best possible guidance and advice.
Luis Lora M.D.
Founder and CEO
Luis Lora is an internal medicine-trained hospitalist and experienced real estate investor with a deep understanding of the real estate sector. Through his personal journey investing in small multifamily properties, Luis discovered that partnering with high-end, professional operators in larger multifamily deals not only offers similar returns but also aligns better with the lifestyle he aims to create. By leveraging the expertise of seasoned operators, he has successfully helped other busy physicians generate passive income through syndications, enabling them to build wealth without the hands-on burden of property management.