At Beyond Equity Group, we believe leadership is about aligning action with purpose. It’s about recognizing the power we have to create meaningful change and stepping up to do so. Through our work in real estate, we’re not just investing in properties; we’re investing in people. Affordable housing isn’t just a financial opportunity—it’s a foundation for health, stability, and brighter futures. Every property we help transform becomes more than a building. It becomes a place where families can feel secure, where children can grow, and where communities can thrive. At the same time, we empower physicians to achieve financial freedom and reclaim precious time for their own families and passions. This isn’t just leadership—it’s leadership with impact. And it’s a reminder that no matter your profession or passion, there’s always a way to serve others and leave the world a little better than you found it. How do you use your leadership to serve others? Let’s start the conversation.
Beyond Equity Group
Real Estate
Charlotte , NC 78 followers
Guiding doctors with impactful investments in multifamily syndication real estate.
About us
Capital with Care
- Website
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BeyondEquityGroup.com
External link for Beyond Equity Group
- Industry
- Real Estate
- Company size
- 2-10 employees
- Headquarters
- Charlotte , NC
- Type
- Partnership
- Founded
- 2023
Locations
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Primary
Get directions
Charlotte , NC, US
Employees at Beyond Equity Group
Updates
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Beyond Equity Group reposted this
Every day, I wake up with a mission: to guide individuals like you to invest in multifamily and alternative investments – intelligently, sustainably, and with purpose. For many, the traditional 9-5 grind can feel like a treadmill, offering little relief from tax burdens or financial uncertainty. I know that feeling. I help my clients tap into real estate as a tool for long-term financial freedom, offering a path that allows them to escape the limitations of a single income source and benefit from tax-efficient investments. Investing with Beyond Equity Group is not just about financial returns. We’re building something bigger. Every property we acquire, every investment we make, is tied to our non-profit, Beyond Housing. Through it, we bring much-needed resources to communities, ensuring that our investments uplift not only our investors but also the neighborhoods we invest in. This isn’t a get-rich-quick scheme; it’s a plan for those ready to take control, one step at a time. We vet every opportunity, prioritizing secure, high-return projects in stable multifamily markets, which are designed to maximize gains while minimizing risk. My team and I go beyond spreadsheets; we bring integrity, transparency, and a commitment to the greater good. If you’ve ever felt trapped by taxes, exhausted by the daily grind, or dreamed of a different way to build your legacy, let’s talk. Together, we’ll turn your hard-earned income into investments that build freedom – both for you and for the communities we touch.
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Beyond is excited to see where these types of connections will help us grow!
Reflecting on the power of collaboration and meaningful connections. I recently had the chance to attend a private event hosted by Aspen Funds in Kansas City, and it was both thought-provoking and inspiring. Hats off to Ben Fraser and Ellis Hammond for bringing together a group of experts who are genuinely committed to growth, transparency, and making a difference. Connecting with leaders like Sarah Miskelly, Sarah Sullivan, Courtney Moeller, Nick Stromwall, Bronson Hill, Mathew Owens, CPA, Randall Schiff, Igor Shaltanov, Marshall Sykes, Patra Francis, EA, Mike Williams, Walker Deibel, Tait Duryea, and many others reminded me just how impactful it is to surround yourself with people who challenge you, support you, and encourage you to think bigger. We shared insights, dissected challenges, and talked openly about the real work behind building and managing funds. Events like this remind me that no one succeeds alone — it’s the strength of our collective knowledge and experience that makes us all sharper. Big thanks to everyone who made this gathering memorable. Here’s to the power of community and the drive to keep pushing each other forward. Who’s in your circle? Who brings out the best in you? #AspenFunds #PrivateEvent #Collaboration #FundManagers #GrowthMindset #Community #IronSharpensIron
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Discover how ‘Heal the Home’ helps families breathe easier in healthier homes by clicking here: https://lnkd.in/eNxW7b6g
A home’s ventilation system is like the human respiratory system—it ensures that fresh air flows and keeps the environment safe. Poor ventilation can lead to respiratory issues just like problems in the lungs can cause health issues. Our ‘Heal the Home’ initiative focuses on improving air quality in homes to create healthier living spaces. 🌬️ Discover how ‘Heal the Home’ helps families breathe easier in healthier homes by clicking here: https://lnkd.in/dJ7C5DiP #HomeHealth #respiratorycare
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Here at Beyond Equity Group we love seeing our team go and support other local non-profits that are doing vital work in our community!
This past weekend, I had the privilege to support Beds for Kids at their annual tailgate fundraiser—a cause that goes beyond furniture delivery. Walking into homes where kids don’t have a bed to sleep in is an emotional reminder of how vital these efforts are for children’s growth and well-being. Beds for Kids ensures families can sleep in comfort, creating spaces for children to learn, grow, and simply be kids. One story especially struck me. On delivery day, their team often finds children huddled on the bathroom floor at night, trying to complete homework under the only bright light in the house. Affordable housing, as essential as it is, often lacks basic lighting, making something as simple as a lamp a precious necessity. Seeing kids finding creative ways to study and adapt despite their challenges inspires us all to lend a hand. If you’re considering a way to support, lamp donations are invaluable. A small gesture goes a long way, illuminating a child’s path to learning and hope. A huge shoutout to everyone who came out to support this weekend—every shirt bought, every donation, and every table sponsored brings a family closer to a brighter tomorrow. A one time $100 donation allows for 10 lamps to be purchased. Look to donate here https://lnkd.in/emYVtJAM If you can't donate and you are local to Charlotte they are always looking for volunteers to help unload and deliver, reach out to Rachel Grotheer for more information! Let’s continue supporting organizations like Beds for Kids, which provide not just furniture but dignity and comfort, allowing families to flourish.
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Learn more about Beyond Housing here https://lnkd.in/eNxW7b6g
Beyond Housing is the nonprofit arm of Beyond Equity Group, created to extend the impact we’re making in the real estate space. While Beyond Equity Group provides excellent returns for investors, Beyond Housing focuses on the community impact—ensuring that families have access to affordable, safe homes. 🏘️ Support Beyond Housing and be part of the impact we’re making together. #beyondequitygroup #beyondhousing
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This is the percentage of families in each city experiencing stress-related health issues due to housing instability, emphasizing the importance of stable, affordable housing for improved health outcomes. Learn how affordable housing contributes to better health outcomes in communities by clicking here https://lnkd.in/eNxW7b6g
Housing and health are closely linked. Research from cities like Chicago, New York, and Philadelphia shows that families living in unstable housing are more likely to experience chronic stress, anxiety, and other health problems. At Beyond Housing, we’re working to improve lives through stable, affordable housing. Learn how affordable housing contributes to better health outcomes in communities by clicking here 👉 https://lnkd.in/dJ7C5DiP #HousingAndHealth #AffordableLiving
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Every investment we make at Beyond Equity Group is driven by a deeper purpose. We believe in creating positive change, not just for our investors but for the communities where we operate. Take, for example, our work with Beyond Housing, our nonprofit arm: -->Addressing the root causes of health issues by ensuring families live in safe, healthy, and affordable homes. -->Partnering with local organizations to provide housing repairs and support services to those in need. -->Building stronger, more resilient communities by investing in the well-being of future generations. Our investments are about more than financial returns—they’re about making a lasting difference in people’s lives. Discover how you can be part of something bigger. Let’s connect and explore the impact you can make. #BeyondHousing #CommunityCare #ImpactInvesting #HealthyHomes
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Welcome to Beyond Housing, the nonprofit arm of Beyond Equity Group. As Executive Director, I’m Dr. Eric Petty, and I’ve dedicated my career to improving housing for families in need. After two decades of working in home health as a Doctor of Physical Therapy, I’ve seen firsthand how unaffordable housing affects families, especially at the end of life. Join us on this journey to create affordable housing solutions that improve lives. #beyondhousing #AffordableLiving
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Impact investing is at the heart of what we do at Beyond Equity Group. But what exactly does that mean? Impact investing combines financial returns with social and environmental benefits. Here’s how we incorporate it into our work: -->Affordable Housing: Investing in properties that provide safe, accessible, and affordable homes for families. -->Health and Wellness: Partnering with healthcare professionals to ensure our housing solutions contribute to better health outcomes. -->Sustainable Development: Focusing on long-term, sustainable projects that benefit both investors and communities. If you’re looking to make a difference while securing your financial future, impact investing is the way forward. Let’s create meaningful change together. Click here to learn more: https://lnkd.in/eNxW7b6g #ImpactInvesting #AffordableHousing #sustainabledevelopment #beyondequitygroup
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