An Ignoble Experiment: Achieving Success and Significance as a Physician-Investor

Dear Investor,

Thank you for being a member of the real estate opportunities group at The White Coat Investor. Our goals are to provide you with great educational content and to introduce you to quality investment opportunities. Each month we send out a real estate newsletter (on the 15th) as well as introductions and educational content from some of our investment partners. These are paid marketing introductions but include content from industry insiders, most of whom have been working with white coat investors for years.

This month we are making some changes to the way these informative emails are going to look. The main email content will now be provided directly from our partners. This will allow our partners to clearly express the messages they would like to share and allow you to get to know them better. Real estate investing is not for everyone and that is just fine. Use these emails to get educated and if at some time in the future you find yourself looking to make an investment, this should give you a jumpstart on your personal due diligence process. If you do not want to receive real estate emails, there is an unsubscribe link below.

Today's email comes from DLP Capital. They discuss that investing to make a difference in the world does not have to come at the cost of a lower return on investment. They believe you do not have to sacrifice returns for impact. If you want to do good in the world and secure financial stability for you and your family, DLP may be a good partner for you.

By way of disclosure, we have an advertising relationship with DLP Capital, meaning we get paid for making this introduction and sharing this content. As always with these types of deals, consider this an introduction and not a recommendation. Every deal is unique and the responsibility to vet any and every deal you invest in still lies with you. This opportunity is for accredited investors only.

Investing to make a difference in the world comes at a cost—or at least, that's what many people think. There's this idea that making a social impact and earning a return are in conflict, with a sacrifice on one or the other unavoidable. Most often the expected sacrifice is on the return potential of an investment: to do good with your wealth, you must accept lower, or concessionary, returns, so-called because the return potential is being conceded to the impact potential.

But that doesn't have to be the case.

DLP

Non-concessionary impact investing targets the best of both worlds for investors who want to do more with what they've been given, without sacrificing the potential to grow their wealth and strengthen their family's future.

This strategy aims to generate a measurable social impact while also targeting competitive, market-rate financial returns. Instead of sacrificing returns for impact, the goal is to find investment opportunities where strong financial performance and positive social outcomes are intrinsically aligned.

One example of non-concessionary impact investing is DLP Capital's approach to investing in multifamily real estate. By focusing on high-growth Sunbelt markets with supply shortages, DLP Capital-sponsored funds finance the building of attainable housing for working families while targeting market-rate returns for investors like yourself.

Interested in learning more? Watch our recent webinar where CEO and Founder Don Wenner goes deeper on DLP Capital's approach to non-concessionary impact investing. In addition to hearing real-life examples of the impact investors in DLP Capital sponsored funds are making, you'll hear about the performance and track record of these funds—and how they've outperformed for their investors.

Since inception,¹ each of DLP Capital's four sponsored funds have:

Not missed fixed or preferred return targets.
Not had principal losses in any period.
Achieved or exceeded return targets every year.

Watch Webinar

Have questions? Get them answered. Schedule a one-on-one with a DLP Investor Success Manager today.

[SCHEDULE A MEETING]

DLP Capital is a private real estate investment firm headquartered in St. Augustine, FL that has been named to the prestigious Inc. 5000 as one of America's Fastest-Growing Companies for 12 consecutive years. DLP Capital-sponsored funds target long-term capital appreciation, high current income, and tax-advantaged wealth for accredited investors.

The Funds make impact investments focused on the financing, asset management, and development of attainable rental housing for working families in Sun Belt markets with strong fundamentals.

Learn more about DLP Capital today

Thank you for your time, and as always, your feedback is welcome and appreciated.

Jim and Brett

James M. Dahle, MD, FACEP
Founder, The White Coat Investor

Brett Stevens, MBA

COO, The White Coat Investor

¹DLP HOUSING FUND INCEPTION DATE: JANUARY 2020; DLP BUILDING COMMUNITIES FUND INCEPTION DATE: OCTOBER 2021. DLP LENDING FUND INCEPTION DATE: OCTOBER 2014; DLP PREFERRED CREDIT FUND INCEPTION DATE: OCTOBER 2021. PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE PERFORMANCE.

²INTERNAL DATA FROM DLP CAPITAL AS OF APRIL 30, 2025.