Willow Investment Group

Passive Investing in Real Estate, Made Simple.

At Willow Investment Group, we are on a mission to provide healthcare professionals with passive, cash-flowing real estate investments.

Our Last 3 Exits Earned Investors > 22% Average Annualized Return!

Experience exceptional growth with our proven investment strategy

Why Real Estate Investing

Cash Flow

Cash Flow

After income is collected and expenses are paid, we are left with what is called Cash Flow. Our investors receive cash flow distributions on a quarterly basis.

Tax Benefits

Tax Benefits

We leverage lucrative tax incentives in real estate, including cost segregation and depreciation. This allows our investors to keep more money in our deals.

Appreciation

Appreciation

The value of real estate continues to rise year after year. We take advantage of this organic appreciation and force appreciation through value-add opportunities. There are many ways to increase income and decrease expenses in real estate - we do it all!

What We Invest In?

At Willow Investment Group, we specialize in value-add real estate investments. We focus on opportunities where we can drive growth and increase property values through smart enhancements and strategic improvements. This approach not only boosts the properties’ value, but also maximizes returns for our investors.


We focus on three key asset classes that we believe offer both strong returns and stability: 

multifamily properties, self-storage facilities, and senior living facilities.

Multifamily Real Estate

Multifamily properties — like apartment buildings — are a cornerstone of our investment strategy. Why? Because they offer consistent demand. People always need a place to live, and in growing cities, that demand only increases. Plus, multifamily properties tend to hold up well in both good and challenging economic times. Even when the economy is down, people still need a roof over their heads.

What makes them a particularly strong investment is the ability to add value by renovating units or improving amenities. When we make these strategic improvements, we can increase rent prices and attract higher-quality tenants, which drives up the property's overall value. The result? Bigger returns for our investors.

Self-Storage Facilities

Self-storage is another asset class that may seem simple but is incredibly effective. Think about it: people accumulate things, and not everyone has the space to store them. Self-storage facilities provide a convenient solution that’s in demand year-round. What’s great about self-storage is its resilience— these businesses are less impacted by economic fluctuations because the need for storage tends to be steady, whether in good or tough times.

We invest in facilities with the potential for improvements, like better management practices or upgrades to the physical space. By maximizing operational efficiency and filling vacancies, we can quickly increase revenue, delivering solid returns to our investors.

Senior Living Facilities

As the population ages, the demand for senior living options continues to rise. This sector is appealing for a number of reasons, especially for investors seeking long-term stability. The aging baby boomer generation is creating a wave of demand for quality senior living options, and that trend is expected to grow for years to come.

Senior living facilities provide steady cash flow thanks to long-term residents and government support, especially in the assisted living and memory care spaces. They also offer the potential for strong appreciation as the need for these services continues to expand. For investors, it's an opportunity to diversify portfolios with an asset class that provides both growth and reliable income.

How Does it Work?

Step 1

Schedule a Discovery Call

Our journey begins with a Discovery Call where we'll dive into understanding your investment goals and current portfolio. There's no need for any preparation on your part. We'll discuss how real estate can enhance your existing investments and help you achieve your financial objectives. Following our conversation, you'll gain access to our investor portal, where you'll stay informed about our latest investment opportunities.

Step 2

Invest in a Deal

When we identify an investment opportunity that aligns with our criteria, we’ll announce it through our investor portal. This announcement will include a detailed “Investment Offering,” covering the market analysis, our business strategy, and projected returns. If the opportunity piques your interest, you can easily submit your investment commitment through our user-friendly portal, which keeps all your investment details accessible around the clock.

Step 3

Enjoy the Benefits

Your investment will contribute to the success of the property you’ve chosen. As an investor, you'll directly share in the profits generated. We distribute dividends quarterly, providing you with a consistent income stream to support your financial goals. When the time is right, we manage the sale of the investment, and the proceeds are distributed among investors. This process ensures you see the rewards of our strategic investment approach and diligent management.

Many of our investors are:

First-time real estate investors looking to get started with an easy, passive approach.

Healthcare professionals earning a high income with no time to learn how to invest in real estate on their own.

Real estate investors who have actively owned real estate for many years but are wanting to diversity and take a more passive approach to their investments.

Our investors value

Consistent, passive, residual income

Upfront, Transparent Communication

A clear business strategy

Conservative underwriting

A proven track record

Willow Investment Group By The Numbers

Take a look at our proven track record

Passive Profits Book

Are you a healthcare professional tired of trading your precious time for money, and still worrying you’re not doing enough to protect your financial future?

In this step-by-step guide to passive real estate investing, I show you exactly how to start building your portfolio, even if you’ve never invested in real estate.

Healthcare professionals need to invest, and Passive Profits shows you exactly how to take your finances and future into your own hands. 

What Our Investors Have to Say

Want to learn more?

Head over to Networth Nurse, where we specialize in financial education and wealth-building for healthcare professionals, offering resources like courses, e-books, and podcasts focused on investment and professional development.

What Our Investors Have to Say

"I have invested in two deals with Savannah. I can't recommend her enough! I was new to investing into real estate and she has made the process so easy! She has amazing communication and always willing to jump on a call to go over any part of the deal or any questions or concerns you may have. I'm also loving the investor portal they use!!"
Amanda
Registered Nurse
"We discovered syndicated real estate investing through Willow Investment Group, and it has exceeded our expectations. From the initial acquisition reports to quarterly updates, we've been impressed. Savannah and her co-founder are responsive to our questions, making us confident in our decision to passively invest with Willow. Highly recommended!"
Tami
Physical Therapist
"I have a career as a nurse attorney and I began my real estate investing journey in the Spring 2021. My investment with the Willow Investment Group is the first of three syndications that I have done this year. The other two investments are with larger companies. I am incredibly impressed by Willow. The personal care, attention, communication and investment returns with the investment with Willow are unmatched. As a new investor, it was essential that my first investment would be with someone who I felt I trusted and Savannah’s genuine and candid spirit spoke to mine. I look forward to the Willow Investment Group’s next deal."
Patricia
Nurse Practitioner/Nurse Attorney
"Investing with Willow Investment Group has been amazing! We have a small portfolio of our own rental properties that were beginning to consume a lot of our time, so we were looking for a more passive investment. Willow Investment Group has put in place a great acquisition process with conservative underwriting that delivers returns you can't find elsewhere. We have invested in two of their deals and are looking forward to the next opportunity."
Phil & Kevin
Mergers and Acquisitions Program Manager & Construction Manager
"Before Willow Investment Group, active real estate investing seemed impractical for us as busy healthcare professionals. Discovering Savannah and her focus on helping professionals like us passively invest in real estate syndications was a game-changer. Joining one of her syndications earlier this year, we've experienced seamless transactions, clear communication, and professional service. Our first distribution validated that choosing Savannah and Willow Investment Group was the right move. Highly satisfied!"
Paul & Susan
Internal Medicine & Clinical Pharmacist
"Working with Savannah was absolutely amazing. She was very patient and took the time to answer all of my questions in a way a new real estate investor like myself could understand. She was always professional and kept me updated with every step of the process. When I needed something she got back to me in a timely manner. The investor portal is also very user friendly and I really love how transparent they are with information on the properties. I am so happy that I did my first real estate investment with the Willow investment group and I look forward to working with them a lot more in the future."
Nina
Registered Nurse
"Savannah offered an investment opportunity in a Southern Oregon apartment complex for me and some friends. The property has exceeded projections, thanks to Savannah's conservative approach to expenses and rent increases. She's thorough in understanding the market and has a capable local team managing the property. Throughout the process, from pre-acquisition to post, Savannah communicated effectively, updating us on planned projects and addressing unexpected issues, like an eviction that turned into an opportunity to add value to the property. Impressed with the results and communication. Highly recommended."
Victor
Senior Project Manager

Investor Portal

Take a look at all of our past, present and future deals in our Investor Portal.

This is the best way to stay up to date with our projects and investment opportunities.

Create an account today!

Our Team

Certified Public Accountant (CPA)

Many tax incentives are available to real estate investors - and we want to take advantage of them all! This is why we work with a CPA firm well-versed in real estate transactions and investments.

Self Directed IRA

Unlock the Secret to Real Estate Wealth with Your IRA!

Did you know that your retirement savings can be the key to building your dream real estate portfolio? Most people are unaware, but a Self-Directed IRA empowers you to invest in lucrative real estate ventures, offering a powerful yet untapped resource for wealth creation.

Discover the potential of your IRA beyond traditional investments and explore the world of real estate with confidence. Our resources are here to guide you every step of the way, providing the knowledge and tools you need to harness this hidden opportunity.

Take control of your financial future today and embark on a journey to financial freedom through real estate investment with your Self-Directed IRA. Let us show you how.

Legal

We take legal very seriously - which is why we work with a law firm that specializes in real estate syndications. Through their knowledge and expertise, we review all legal aspects of our real estate investments with a fine-toothed comb.

As Seen On

At Willow Investment Group, we are on a mission to provide healthcare professionals with passive, cash-flowing real estate investments.

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