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DLP funds - How to invest?

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  • DLP funds - How to invest?

    I'm a 42 year old general dentist. I'm a 50/50 partner with my brother in our dental practice.
    We have a 401k safe harbor and profit sharing plan for retirement. I max out my contributions to these accounts and also contribute to a Vanguard brokerage account bi weekly.
    I also have a Vanguard rollover IRA account from my previous employer.

    I have almost zero real estate in my portfolio and I'm interested in the DLP funds.

    What is the best way in my circumstance to invest in the DLP funds? My understanding is one of the funds is more tax efficient. I'm interested in the Housing or Lending fund.

    Thank you for any advice you might have!

  • #2
    To clarify a little. Where should the money come from?

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