Dear Investor,
This month Black Swan Real Estate digs into the real reason many people invest and how that motivation often changes over time. They share that investors often move beyond returns and performance to explore how investing can support freedom, flexibility, and the life you actually want to live. Aligning your values with your investing can prove rewarding in more ways than just your bottom line.
By way of disclosure, we have an advertising relationship with Black Swan Real Estate, 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.
At some point in most investing journeys, the question shifts from "how do I maximize returns?" to "What am I actually building this for?"
For many physicians and high-earning professionals, investing begins as a practical pursuit. A way to grow wealth, create security, and plan for the future. But over time, the motivation often deepens.
The most meaningful reason to invest isn't achievement; it's value alignment.
Alignment looks different for everyone. For some, it's being home for dinner more often. For others, it's the freedom to take a real vacation without checking email, or the ability to cut back on hospital hours without financial stress. It might be flexibility in how you practice medicine, or simply knowing that your family is supported no matter what the next chapter holds.
Investing is about designing a life on your own terms and building a legacy that outlasts you. As a psychiatrist, I have always had an interest in helping people to see the why behind their thoughts and behaviors.
Take a moment to answer the question: why do I invest?
When Nick and I started investing, it was for one very clear reason: we had both experienced extreme financial scarcity growing up (homelessness, food stamps, missing school field trips because our family couldn't afford them), and we knew we wanted something very different for our marriage and our future children. That early conviction carried through the ups and downs and the wins and challenges of investing.
Here are some real-life examples we've heard from our investor community:
"I invest so my family overseas can visit me more often."
"I invest to fund women's entrepreneurship programs."
"I invest because I want to leave the clinic each day at 3pm to pick up the kids."
Every investor's "why" is unique, but the common thread is purpose.
Money becomes powerful when it supports the life you want to live rather than dictating it. This is why long-term investing matters; not as a scorecard, but as a foundation. Your investments can create income that isn't tied directly to hours worked, provide resilience during all economic times, and give you options when life inevitably changes.
Real estate, in particular, has served many investors well because it tends to reward patience and consistency. Over time, it can create steady income, inflation protection, and tax efficiency—tools that quietly support freedom without requiring constant attention.
The intention behind the plan matters just as much as the plan itself.
As the year comes to a close, pause to reflect:
- What do you want more time for next year?
- What would it feel like to have more flexibility in your finances?
- What values do you want your money to support?
When investing is aligned with those answers, it becomes less about growth for growth's sake—and more about designing a life that feels sustainable, intentional, and your own.
If you're exploring ways to invest with this kind of intention, our Secure Freedom Fund was designed for exactly that purpose—helping investors create steady, long-term income and flexibility without adding complexity to their lives. While this opportunity is closed for 2025, now is the time to do your due diligence and put your name on the waitlist for a targeted 10% fixed rate of return–with either a monthly cashflow option or a compounding option–that fuels your ideal life. Learn more and get on the waitlist at securefreedomfund.com.
To your freedom and legacy,
Nick & Dr. Elaine Stageberg
Founders, Black Swan Real Estate
Black Swan Real Estate is a family-owned, vertically integrated private equity firm that has grown from a single home purchase to more than 2,300 units and nearly $450 million in assets under management today. Founded in 2011 by Nick and Dr. Elaine Stageberg—a software architect and a Mayo Clinic–trained psychiatrist turned investors —our firm exists to help physicians and high-income professionals create financial freedom through real estate.
We specialize in acquiring and operating large multifamily communities in Minnesota, where our in-house property management team drives value through hands-on operations, renovations, and resident care. By aligning our own capital with our investors', having no GP level fees whatsoever, and prioritizing our investors' needs first, we ensure true partnership. Our vision is not just strong returns—it's freedom, legacy, and lasting impact for our investors, our residents, and the communities we serve.
Learn more about Black Swan Real Estate 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
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