# 43: Completely different Sorts of Actual Property Funds feat. Nathan Clayberg

Nathan Clayberg is the Vice President at MLG Capital. As a background, MLG Capital is a private real estate company that has been in the industry for over 30 years. Over all investments made during this period, they have achieved an average of 2.3 times this with an average holding period of around 6.5 years. Fund IV, their current offering, is a $ 200 million fund that aims to diversify across a basket of 25-30 smart real estate businesses and target a net investor return of 12-16%.

Now let’s look at four things that we discussed in this episode:

  • Advantages and disadvantages of mutual funds
  • What is a value creation strategy?
  • Two investment options for funds
  • What is UBTI?

Here’s a breakdown of how this episode plays out …

[13:02]

What we did is we put a private subsidiary REIT in between the investments and the investors and that REIT actually only flows cash through it but reclassifies the income you make from passive rental income to dividend income.

[22:03]

In the long term, if we can get into a value product at a good price and can just spice it up a little and make it feel like the newer, nicer product, but at a price that is more reasonable for most tenants, we think it’s a really attractive investment a total of

And if you haven’t already, share your thoughts on this episode on one of our Facebook groups: Passive Income Docs or Passive Income Professionals

Subscribe and check in iTunes

Hey, did you subscribe to my podcast? If not, please show your support for the show now. I don’t want you to miss a beat. So if you are not subscribed there is a good chance that you will miss this one. Click here to login iTunes!

If you are one of our very special followers, I would be very grateful if you would leave me a review on iTunes too. These ratings will help other people find my podcast. Why not spread the word to help other doctors and professionals on their passive income path? Click here to leave a review, select “Reviews and Ratings”, then “Write a Review” and let me know why you like the show so much. Thank-you!

OTHER WAYS TO ENJOY THIS POST:

Download a transcript (coming soon!)

Download to iTunes

Take part in the Passive Income Docs Facebook Group

Take part in the Passive Income Professionals Facebook Group

Comments are closed.