Real estate, energy, private credit, and operating businesses. Each one open right now. If your money is sitting in a low-yield account or your portfolio is overweight public markets, this is the year to fix that.
Expedition Equity manages more than $50 million in equity on behalf of hundreds of investors, including physicians, business owners, exited founders, and high-net-worth families. This year alone, we've paid out more than $2 million in distributions.
I'm Dylan Reach, founder of Expedition Equity. Before this, I built and exited four optometry practices over a 25-plus year career. That exit is what pushed me into private markets in the first place. I wanted my capital working for me instead of trading more of my time for it.
Since then, I've personally made more than 100 private market investments across real estate, private credit, energy, and business acquisitions. That track record isn't a claim, it's a filter. I've seen what works, what doesn't, and what a deal needs to hold up when the market turns. Every opportunity on this page has been vetted through that same lens before it ever reaches you.
"I don't just place capital. I've been the investor on the other side of the table more than 100 times. I know what questions to ask before you have to ask them."
Dylan Reach, Founder, Expedition EquityIf any of this sounds familiar, you're not alone.
Every deal below is structured around one or more of those problems, income now, tax-advantaged growth, or diversification out of public markets. Compare them side by side, then reserve your spot or book a call to talk through which one fits.
Income-producing property backed by real assets and the tax advantages of ownership.
Oil and gas production with a large first-year tax deduction and ongoing income.
Stakes in profitable, essential businesses built to grow in value.
Lending to real businesses and property owners for steady, contractual income.
The same six questions answered for every opportunity, so you can find the one that matches what you're building toward.
| Opportunity | Category | Target return | Cash flow | Tax treatment | Minimum | Status |
|---|---|---|---|---|---|---|
| Medical Real Estate Fund | Real Estate | 16–20% base, 25–35% upside | +8%, quarterly | $70K deduction per $100K, beginning in 2027 | $50K | Funds due Nov 30, 2026 |
| Mobile Home Park Fund III | Real Estate | 14 to 16% target IRR | 7 to 10% stabilized, quarterly | 100%+ year-one bonus depreciation | $50K | Funds due Oct 22, 2026 |
| Expedition Legacy Fund | Real Estate | 11–13% net annual | None, reinvested | 14–17% tax-adjusted equivalent | $50K | Funds due Dec 30, 2026 |
| Expedition Multifamily Fund I | Real Estate | ~26% projected IRR, 2.36x | Quarterly | ~42% year-one depreciation, K-1 | $50K | Funds due Dec 10, 2026 |
| Expedition Storage Fund II | Real Estate | ~23% projected IRR, 2.21x net | At each property sale, from about year 4 | 2027 depreciation, K-1 | $50K | Funds due Feb 28, 2027 |
| Expedition Energy Fund II | Energy | 13–36% IRR | None until year 2 | 70 to 90% year-one deduction | $50K | Funds due Dec 17, 2026 |
| Pave Pref Equity Fund I | Private Equity | ~24–31% IRR, 5- or 2-year buyout, investor elects | 7–9%, monthly | K-1, SDIRA eligible | $50K | Funds due Nov 30, 2026 |
| Expedition Private Credit Fund | Private Credit | 10–12% target net annual | Quarterly | Interest income | $50K | Open now |
| Kudo Income Fund | Private Credit | 11–13% target net annual | Monthly | Interest income | $50K | Open now |
| Expedition Income Fund II | Private Credit | 10.5–14% target net annual | Monthly, plus deferred interest at maturity | Interest income | $50K | Open now |
Fill out a one-click commitment form to hold your spot in a deal, or book a call with Dylan. On the call, we'll walk through your cash flow goals, growth goals, and tax situation, and match you to the opportunities that actually fit. No pressure, no obligation.
Once you know which deal fits, you set your commitment amount, sign your documents electronically, and transfer funds. If you're not yet verified as an accredited investor, that's fine. Our team walks you through that process, and it's simpler than most people expect.
We personally onboard you into your investor portal and link your bank account so distributions land automatically. From there, you'll receive regular updates on your investment with no extra work on your end.
The examples below are illustrative composites based on common investor situations we see. They are not descriptions of actual clients or guaranteed outcomes.
A physician in her mid-50s had most of her savings sitting in a low-yield money market account while she focused on her practice. She moved a portion into two of our tax-advantaged deals, aiming to offset a portion of this year's income while putting the rest of her capital into regular cash flow instead of letting it sit idle.
A business owner who sold his company earlier this year had a large cash balance from the sale sitting in a brokerage account, fully exposed to public market swings. He diversified a portion of it across one of our real estate funds and one private credit strategy, aiming for steady income and less correlation to the stock market.
A high-income executive was contributing to a 401(k) and taxable brokerage account but had never accessed private market deals. He used part of this year's bonus to invest in one of our energy positions, aiming for a meaningful first-year tax deduction alongside long-term upside.
Most of our opportunities are limited to accredited investors. If you're not yet verified, our team walks you through the process at no cost to you. It's usually quicker than people expect.
Minimums start at $50,000 depending on the opportunity. You can see the minimum for each deal in the comparison table above.
These are private market investments, not public stocks. Hold periods and liquidity vary by deal, from open-ended funds to fixed multi-year terms. We'll walk through the specifics for any deal you're considering before you commit.
That's exactly what the call is for. Bring your goals, whether that's income, growth, or tax mitigation, and we'll tell you honestly which opportunities fit and which don't.
No. The commitment form simply holds your place in a deal while you finish your due diligence and paperwork. It's not a binding transfer of funds.
It depends on the deal. Some of our opportunities are structured for meaningful year-one deductions, others are built purely for cash flow or growth. We'll show you the specific tax treatment for any deal before you commit.
The process from commitment to funded typically moves in days, not weeks, once your documents are signed. Given the fund closing dates on this page, sooner is better.
Twenty minutes with Dylan is usually enough to know which of these fits your goals, or whether none of them do. Either way, you'll leave with a clear answer.
