Expedition Equity

Dreaming of financial freedom that lets you live life on your terms? 🌟

I help professionals like you unlock passive income opportunities in real estate, making financial freedom more attainable than ever.

Whether it’s gaining independence from your W2 job or setting up a financial legacy for your loved ones, investing in apartments can make it happen.

Founder, CEO

Acworth Family Eyecare

Optometrist

Eye on Growth

Reach Family Foundation

Executive Director

Strive Health and Fitness

Owner

Success isn’t just about wealth—it’s about fulfillment, family, and giving back.

I’m Dr. Dylan Reach, an optometrist, investor, and business coach based in Georgia.  My passion lies in helping others grow, thrive, and achieve freedom in their ventures.

Here’s how it all started:

After graduating Cum Laude from Southern College of Optometry, I completed an internship at Charleston Air Force Base, specializing in ocular disease and contact lenses. Shortly after, I acquired my first optometry practice and grew it into multiple locations. I now coach fellow optometrists to do the same—helping them implement proven strategies for growth and sustainability. 

But my journey didn’t stop there.

My love for investing, travel, and adventure inspired me to launch Expedition Equity, an investment firm that treats wealth-building as an expedition—navigating uncharted paths to achieve long-term freedom. 
What began with a single rental property grew into a diverse real estate portfolio, including commercial properties, short-term rentals, and syndications across asset classes.

Through Expedition Equity, I connect high-achieving professionals with unique, high-return opportunities while negotiating better terms through collective investing. 🏢

Are you ready to:
✅ Build wealth for yourself and future generations?
✅ Gain access to high-yield investments?
✅ Take control of your financial destiny?

I believe success isn’t just about financial gain; it’s about balance—finding joy in family, friends, and giving back.

I live in Woodstock, Georgia with my amazing wife and four children. Whether guiding optometrists, mentoring investors, or connecting with my community, I aim to inspire others to achieve independence, fulfillment, and a life they love.

Let’s chart your course to success together.

💰 Website
https://www.ExpeditionEquity.com

Dylan Reach

Thanksgiving is a reminder of something I never take lightly...
your trust.

To our investors, partners, and the entire community around us, thank you for allowing us to play a role in your financial journey this year.

You have choices. You have competing priorities. You have a hundred directions you could allocate your capital. Yet you chose to place your confidence in our team, our strategy, and our ability to steward your investments with care and discipline.

For that, I’m deeply grateful.

This year brought growth, learning, new opportunities, and a reaffirmation of why we do this work:
to help investors create stable, meaningful, long-term wealth through real assets and proven strategies.

As we head into the holiday season, I want you to know how much we value:
• Your trust in our process
• Your commitment to long-term thinking
• Your belief in what we’re building together
• Your partnership as we continue to expand new opportunities

Wishing you and your family a healthy, restful, meaningful Thanksgiving.

Thank you for being part of this journey.

And thank you for letting us help build your wealth with purpose.

Warm regards,
Dylan Reach

Founder at Expedition Equity | Optometrist | Fund Manager | Investor | Business Consultant

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Ever wonder why the wealthiest investors don’t talk much about the stock market?

It’s because they’re busy investing in private markets.

Private equity, private credit, real estate, and energy projects make up a significant portion of their portfolios.

These investments offer control, tax advantages, and consistent cash flow that public markets can’t match.

The ultra-wealthy understand a key truth: diversification isn’t about owning more stocks. It’s about owning assets that move independently of Wall Street.

Private equity provides exactly that.

For busy professionals, it can be a way to participate in real business growth without adding another job to your schedule.

The opportunity is there for anyone willing to look beyond traditional investing.

Are you still relying on the stock market to build your wealth, or are you exploring what private markets can offer?

Most paving companies are small, family-run operations.

They’re profitable but fragmented.

By bringing multiple operators under one management team, we can increase pricing power, negotiate better materials contracts, and streamline scheduling and logistics.

The result is higher EBITDA, stronger cash flow, and a more valuable company. 📈

For investors, this model offers the stability of infrastructure with the upside of private equity. It’s a rare combination — tangible assets, steady work, and scalable growth.

This is where patient capital meets predictable demand.

Do you think more investors should be looking at “real economy” businesses like paving?

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If you’ve ever wondered why banks own billions of dollars in life insurance, here’s the reason: stability.

Cash value life insurance is one of the most misunderstood financial tools out there.

Most people think of insurance as protection, but the wealthy see it as a powerful financial asset.

Properly structured, it allows investors to grow wealth tax-deferred, access funds tax-free, and earn steady, predictable returns.

Banks, corporations, and family offices use these policies to store capital, earn guaranteed growth, and borrow against them for liquidity.

It’s not about chasing returns, it’s about creating control.

When you understand how the system works, you can start playing the same game institutions have played for decades.

Have you ever looked into how cash value life insurance can work as a financial asset instead of just a policy?

One conversation I keep having over and over again...

Most investors don’t realize they can take control of their retirement funds.

Wall Street wants you to believe your IRA or 401(k) can only hold stocks, bonds, and mutual funds.

But that’s not true.

With a Self-Directed IRA, you can invest in private markets — real estate, private equity, energy, even private credit — all inside a tax-advantaged account.

That means you can grow your retirement wealth through the same kinds of assets the ultra-wealthy use, not just the ones the market offers.

The structure is fully IRS-approved and has been around for decades. Most people just never hear about it because traditional brokers can’t profit from it.

If you value control, diversification, and the ability to invest in what you understand, an SDIRA can be a game changer.

Have you ever explored what your retirement could look like off Wall Street?

Paving the Way for Private Market Investors:

Paving isn’t glamorous. It’s essential.

Every city, every logistics hub, every new development depends on it.

When we consolidate paving companies into one platform, we turn a fragmented industry into a scalable business — one that grows through efficiency, reputation, and recurring contracts.

Investors can now participate fractionally in this opportunity without managing crews or equipment.

You get access to real enterprise growth in an industry with permanent demand.

Sometimes the best investments are hiding in plain sight, right under our feet.

Would you consider adding infrastructure-backed businesses to your portfolio?

Tech is evolving faster than ever,
and the smartest investors are finding ways to participate

without taking founder level risk.

A well structured tech fund gives you exposure to innovation
without the pressure of picking individual winners.

Here’s why they continue to stand out:

• Diversification across breakthrough technologies without concentrating risk

• Access to mid and late stage deals most individual investors never see

• Professional due diligence from teams who live in these markets every day

• Exposure to sectors shaping the next decade including AI, infrastructure, cybersecurity, fintech, and energy tech

• Clear exit paths as institutions acquire proven platforms at scale

• Potential for strong returns with structured downside protection

For investors who want the upside of innovation without taking on early stage risk,
a tech fund can be one of the smartest entry points.

Tech moves quickly. The right fund keeps you out front.

DM "Tech" if you want to hear about our exclusive investment opportunity.

Multifamily real estate has been the darling of investors for a decade, but many are realizing that the returns have compressed and competition is fierce.

That’s why a growing number of savvy investors are turning to marinas.

Like multifamily, marinas generate recurring income through leases and monthly payments. The difference is that marinas come with less competition, lower turnover, and far more limited supply.

Waterfront land isn’t being made anymore, and in many states, permitting new marina construction is nearly impossible.

This scarcity drives pricing power and protects value during downturns. Many marinas also have built-in expansion opportunities through dry storage, service contracts, and membership models.

In short, marinas offer the same steady income investors love about multifamily, but with higher barriers to entry and less market saturation.

Would you ever add a marina to your real estate portfolio if the right opportunity came along?

Most investors focus on where to put their money.
Very few focus on how to make their money work in two places at once.

That is where cash value whole life insurance and the Infinite Banking strategy come in.

These tools are not about selling a policy. They are about building a private, tax-advantaged financial system that you control, independent of Wall Street volatility.

Here is why more high-earning professionals and business owners are using it:
• Your capital keeps compounding inside the policy even when you borrow against it
• You can access liquidity on demand without selling investments or triggering taxes
• Policy loans create a built-in line of credit tied to your own cash value
• Growth is steady, predictable, and protected from market swings
• The structure creates generational wealth through a tax-free benefit to heirs
• It pairs naturally with private real estate, credit funds, and operating businesses

Think of it like this:
A traditional bank lends your money out and earns interest.
Infinite Banking simply lets you become the bank.

You store capital in a contractually protected environment, borrow against it to fund investments, and let your dollars compound in two places at once.

Used correctly, it becomes the liquidity engine that supports your long-term wealth strategy.

This is not a shortcut. It is a system. A disciplined approach used by the ultra-wealthy for decades to create stability, tax efficiency, and access to opportunity.

If you are exploring ways to build a more resilient financial foundation or want to understand how Infinite Banking integrates with private market investing, I am happy to walk you through it.

Your money should work as hard as you do.

Doctors, entrepreneurs, and executives all have something in common:
limited time and the desire to build wealth beyond the market. That’s where SDIRAs come in.

A Self-Directed IRA allows you to invest retirement dollars into private real estate, private equity, or energy projects while maintaining the same tax benefits of a traditional IRA.

The key difference is control.

You choose the deals, not a fund manager.

It’s one of the most powerful ways to align your investments with your expertise.

If you understand real estate, you can own it inside your IRA.

If you see opportunity in private credit or business acquisitions, you can participate there too.

The result is a more diversified, resilient retirement portfolio — one you actually understand.

Have you considered taking your retirement strategy beyond mutual funds?

For years, most investors have accepted the limits of traditional retirement plans.

Stocks, bonds, and maybe a mutual fund or two.

But today, there’s a better way to grow and protect your wealth.

A Self-Directed IRA allows you to invest in private assets while keeping your tax advantages intact.

You can generate income through cash-flowing real estate, business equity, or private lending. All within your IRA.

The benefits are twofold: you’re diversifying your retirement portfolio and potentially reducing your tax burden at the same time.

The best part?

You remain in control of where your money goes and how it grows.

Smart investors are using this strategy to build more predictable, asset-backed retirement income.

If you could redirect even a portion of your IRA into private deals, would you?

Private equity isn’t flashy, but that’s part of its power.

It doesn’t rely on headlines or hype cycles. It’s built on disciplined investing in profitable, tangible businesses.

When a private equity firm acquires a company, the goal isn’t speculation.

It’s optimization.

They streamline operations, expand market share, and grow earnings.

That creates real enterprise value, and investors share in the profits.

While the stock market reacts to noise, private equity focuses on fundamentals.

It rewards patience, strategy, and smart partnerships. That’s why so many long-term investors turn to it for steady double-digit returns.

It’s not about timing the market. It’s about owning assets that create value whether markets are up or down.

Have you ever explored how private equity could fit into your portfolio?

When most people hear “life insurance,” they think about death benefits. But infinite banking is really about living benefits, using your money while you’re alive.

This approach allows you to store capital in a safe, compounding environment and access it through policy loans.

You can fund investments, pay off debt, or seize opportunities without interrupting your growth.

It’s one of the few financial tools that offers liquidity, stability, and long-term wealth protection in one place.

The real goal isn’t insurance. It’s control. Control over when and how you use your money, without relying on banks or market swings.

It’s a strategy that takes intention and education, but for those who master it, it becomes a lifelong advantage.

If you could create your own private banking system, what would you use it for first?

Some of the most profitable businesses aren’t flashy. Roofing is one of them.

While everyone chases tech or trendy assets, the roofing industry quietly generates billions each year from recurring demand.

Roofs wear out every 15 to 20 years. Weather doesn’t stop. Commercial and residential projects never really pause.

That’s what makes roofing such a durable, cash-flowing business.

Our roll-up strategy brings multiple roofing companies under one operational umbrella, creating efficiency, scale, and higher margins. Investors participate fractionally, meaning you can own a piece of a growing business without ever running a crew.

This is private equity in its purest form. Tangible work, predictable demand, and professional management driving long-term value.

Would you rather chase the next big trend or own a business that’s been essential for a century?

The biggest shifts in the economy are happening long before the public sees them.

AI platforms are scaling behind the scenes. New fintech rails are being adopted by major institutions. Cybersecurity breakthroughs are securing global infrastructure. Even energy tech innovation is accelerating beyond headlines.

But most of this growth happens privately.

Tech funds give investors access to these developments while they are still in momentum mode, often years before they are ever available in public markets.

• Early participation in trends shaping the next decade
• Diversification across high-growth private companies
• The ability to benefit from institutional acquisition cycles
• Less volatility than public tech stocks
• A structured way to stay engaged with innovation

Investors who understand the long-term value of private-market exposure know this: innovation compounds. Being early matters.

They provide exposure to the growth curve in a disciplined, risk-managed way.

👉 If you’re curious whether private-market exposure belongs in your portfolio, send me a message and let’s talk through what that could look like for you.

The Premier League is a perfect reminder that the best outcomes are rarely built in public.

Every weekend, we see the scoreline.

But the result was shaped long before kickoff:
•scouting
•training
•tactics
•depth
•discipline

Investing works the same way.

In public markets, everyone sees the price every second. The noise is constant. The emotions are loud.

In private markets, progress is quieter.

You are backing the preparation phase: building, improving, executing, and letting time do its job.

That’s why private investing can be powerful for the right person:

Less distraction from daily headlines.
More focus on fundamentals and operational improvement.
More patience built into the plan, because value creation takes time.

Often, a clearer path to returns that comes from execution, not hype.

Even this week’s Premier League table swing is a reminder: consistency beats chaos.

Teams stretching their lead did not happen in one match. It is the result of systems and repetition.

Same principle in investing.

The goal is not to win the day. It’s to win the season.

If you want access to private market opportunities and a clear way to evaluate them, let’s connect.

When markets get unpredictable, it pays to think like a bank.

Banks don’t rely on market timing. They lend money at a fixed return, collect interest, and protect their position with collateral.

Private credit investors follow the same model.

By providing capital to vetted businesses or real estate projects, you can earn solid returns while reducing exposure to volatility.

In a high-rate environment, this strategy becomes even more compelling.

Businesses still need capital, and investors who can provide it gain leverage, security, and consistent cash flow.

Private credit isn’t about speculation. It’s about being paid for providing something essential: liquidity.

Are you positioned to benefit from being the lender instead of the borrower?

Most investors chase returns in places that come with stress and sleepless nights.

Private credit flips that script.

This asset class focuses on lending to strong, cash-flowing businesses that need capital to grow but prefer private funding over traditional banks.

Investors earn fixed returns that often range from 8 to 12 percent annually, without exposure to daily market volatility.

Private credit deals are structured with collateral, personal guarantees, and defined repayment terms.

That means your capital is secured, your income is predictable, and your risk is managed.

While stocks move up and down, private credit quietly delivers income month after month.

It’s the kind of stability many investors say they want but rarely find.

If steady, asset-backed income appeals to you, private credit might deserve a seat in your portfolio.

Oil and gas might not be the trendiest headline, but it remains one of the most important pillars of the global economy.

Even with renewables expanding, traditional energy still fuels transportation, manufacturing, logistics, and baseline infrastructure.

This is why disciplined investors are rediscovering energy funds.

They offer something that’s becoming harder to find in modern portfolios.
• Asset-backed stability
• Predictable cash flow
• Long-term demand backed by real consumption
• Clear tax advantages unique to the sector
• Hedge potential during inflation and market volatility

While many sectors move with sentiment, energy moves with the real economy. That’s why it continues to attract capital from institutions and private investors looking for durable returns.

Sometimes the smartest allocation isn’t the flashiest one. It’s the one with fundamentals you can measure and demand you can depend on.

Oil and gas investing isn’t what it used to be. Technology has transformed the sector.

Data modeling, advanced drilling analytics, automated monitoring systems, and improved hedging strategies have redefined how operators manage risk and optimize production.

For investors, that evolution is meaningful.

• More efficient production cycles
• Better downside protection
• Stronger cash flow reliability
• More predictable underwriting
• Clearer exit opportunities

Private energy funds combine real-asset demand with modern operational intelligence, making them a compelling option for business owners and professionals who want durable income and long-term upside.

Energy remains a foundational resource. And the private-market strategies around it continue to improve every year.

For investors looking to add stability, cash flow, and tax efficiency to their portfolio, private energy remains one of the most strategic allocations available.

Baylor Scott & White Health

Pulmonary & Critical Care Medicine Doctor

Nima Equity 

Managing Partner

Co-Founder

University of Pennsylvania

ICU Hospitalist

Follow for content about healthcare, investing & my entrepreneurial journey | Pulmonary and critical care doctor | Over 1000 units and $96M AUM 🚀

Over 1000 units and $96 Million AUM.
A number to be proud of... But at what stake?

At the beginning of my healthcare journey, I traveled daily for about an hour using public transportation to get to classes.

Not to mention:

→ Failed deals
→ Taking bold moves
→ Long working hours
→ Facing fears consistently
→ Sacrificing for this “big goal”
→ Thinking about how to improve 24/7
→ Struggling to find the right business approach
→ Hours spent at the properties doing decision-making
→ Researching, learning, supporting being there for others

Today, I stand firm, because of the journey I went through.
My love for medicine and desire to help others like me have not changed.

It only grew.

Physicians and, in general, healthcare providers spend many years studying and delaying gratification.

However, when we finished our training, I found out:

1. We may have a considerable amount of debt.

2. Many times, we work even more than during training (weekends, nights, holidays, birthdays, etc.).

3. If we work for an employer, many health systems see medicine as a business rather than a service.

4. If we have our own practice, we need help with insurance companies and health systems.

5. We pay an insane amount of taxes every year.

As we continued working, we started questioning whether there were other ways to build wealth and create multiple income streams to supplement our paychecks.

That's when we discovered real estate - first through single-family rentals and then through passive investing.

We witnessed the power of working together with other people in real estate, and the difference this can make in people’s lives.

For me, it is not about money, IT'S ABOUT HAVING CHOICES, FREEDOM.
It’s something I want to share with other doctors/providers.

Interested in exploring ways to invest?
Send me a DM & let’s chat.

Speak soon!

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The Battle

Dylan Reach

Harry Nima Zegarra, MD FCCP

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The Battle

Dylan Reach

Harry Nima Zegarra, MD FCCP

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Dylan Reach's LinkedIn Performance

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