Real Estate Investing

“The best investment on Earth is Earth.” -Louis Glickman


Through leveraging a talented team of realtors, contractors, and property managers spanning five states, Dr. Julie Phan has steadily built a real estate business that generates consistent passive income. She plans to continue investing in small multifamily structures and eventually larger apartment buildings with the ultimate goal of achieving financial independence before the age of 40 so she can fully dedicate her time to raising her children while overseeing her two optometry practices.


Along the way, she hopes to inspire friends, family, and colleagues about the value of real estate investment so they can work towards their own financial independence.


Let's get started on your journey toward financial freedom with your real estate! 

julie headshot

Related Articles

5 Big Challenges of Out of State Rental Properties For Optometrists

5 Big Challenges of Out of State Rentals & How To Overcome Them

If you are reading this, chances are that you have realized how lucrative the rental property market can be. Rentals can serve as a great source of passive income, but they certainly are not without risk. One strategy for decreasing your risk is to diversify your rental portfolio by investing in out of state properties. However, out of state investing is not without its own challenges. Let’s look at the 5 biggest challenges for out of state investing and how to address them.

Four Major Benefits of Investing in Out of State Rentals

Four Major Benefits of Investing in Out of State Rentals

If you’re reading this article, you most likely live in a state that has a high cost of living and home prices are skyrocketing at a pace that makes little sense in investing for cash flow. You’ve wondered how you can also own rental properties and enjoy the sweet success of passive positive cash flow that isn’t possible where you’re at. We’ll talk more about the disadvantages in a follow up article, but for now, we will dive into four major benefits of investing in rental properties out of state.

apartment syndication

10 Reasons For Optometrists to Invest in Apartment Syndications & 2 Reasons to Not Invest in Apartment Syndications

When we started New Sight Capital, we set out on a mission to share the unique opportunity of apartment investing with our fellow optometrists. The challenge: not many ODs have ever heard of apartment syndications. In short, an apartment syndication is the pooling of collective capital from investors in order to acquire an apartment complex that would normally be reserved to larger, institutional investors. Although syndications have been around for years, they’ve typically been an instrument of very wealthy or well-connected accredited investors. We are setting out to change that by bringing syndications directly to the optometric community.

6 Tips for Doing Your Due Diligence When Purchasing Rental Properties (1)

6 Due Diligence Tasks to Perform when Purchasing Rental Properties

Investing in rental properties can have a lot of exciting moments; however, one thing that people will never claim to be enthralling is performing their due diligence…Due diligence essentially refers to ensuring that you know everything possible about a property before signing on the dotted line. In this article, I will discuss due diligence, breaking it into tasks prior to making an offer and those done after your offer is accepted.

7 Ways to Buy Your First Home with an Investor’s Mindset

7 Ways to Buy Your First Home with an Investor’s Mindset

In March 2021, my fiance and I made the largest purchase of our lives, we bought our first home in the Bay Area CA, specifically in the East Bay Area. No, this article isn’t about us celebrating the idea of having our “forever” house, but more about the vital decisions and mindset that we had to enforce to start building our RE Investing portfolio. Here are 7 strategies on how to buy your first home with an investor’s mindset.

How Much Profit Should Rental Properties Generate (1)

How Much Profit Should Rental Properties Generate?

For real estate investors, the ultimate goal is obviously profit. However, one of the most common questions people have when considering investing in a rental property is: how much profit should expect? This article will help you to estimate your potential profit on a particular property investment. There are a number of variables that should be considered whenever estimating profit. It is also important to remember that every market is somewhat different. However, ultimately, there are a handful of core questions that can be asked to help estimate potential profit.

10 Tips for a Successful Insurance Claim after a Fire

10 Tips for a Successful Insurance Claim after a Fire

A fire is something that no one ever wants to deal with, and is something that can turn your life upside down for a while. Having proper insurance and understanding the process behind dealing with a fire are key for being able to recover from a fire. Let’s take a look at the steps of the insurance claim process. 

Before you continue reading, let’s create a folder on your computer, and title it “Documents for Insurance Claims”. You’ll need it to add important items in. Here are 10 Tips for a Successful Insurance Claim after a Fire.

My Rental Property Caught of Fire_ A Four Part Series

My Rental Property Caught of Fire: A Four-Part Case Study

On September 10th, 2020, I received one of the most devastating phone calls a landlord can receive. It was followed by a much more distressing email with pictures of the event. My property management never calls me, so when I saw their phone number come across my caller ID, I had a gut feeling that something was wrong.

7 Things You Need to Know about the FHFA Adverse Market Refinance Fee

6 Things You Need to Know about the FHFA Adverse Market Refinance Fee

Historically low interest rates for home mortgages amid the COVID-19 pandemic has created an upsurge of applications for refinances. When refinancing your property, one of the most critical aspects is identifying how to get the most out of your financing options. Staying up to date on changes to regulations is critical. One upcoming change is the creation of a new Adverse Market Refinance Fee, which is something that will soon affect those seeking to refinance. How will this affect you? Get the answers to all your questions here.