Who We Are
Meet Your Guides
To help high-performing professionals and entrepreneurs achieve financial freedom by opening the doors to institutional-quality private market investments.
Who We Are
At Expedition Equity, we believe wealth is built — and preserved — outside the noise of Wall Street. Our name reflects our philosophy: investing is a journey, and every investor deserves a trusted guide.
We are a private investment platform focused on creating access to alternative opportunities once reserved for institutions and ultra-wealthy families. From real estate and private credit to niche business roll-ups, we connect our investors to carefully underwritten deals designed to generate passive income, preserve capital, and compound wealth over time.
With decades of combined experience across business ownership, real estate, healthcare, and private markets, our team applies discipline, precision, and rigor to every opportunity we bring forward.
Our Core Values
Integrity
We put your interests first. No hidden fees, no conflicts of interest. Every decision is guided by a fiduciary mindset.
Excellence
From underwriting to operations, we hold ourselves to an elite standard. Our bar is not “good enough” but “best in class.”
Transparency
Clear, frequent, and honest communication is non-negotiable. You’ll always know where your capital stands.
Innovation
Markets evolve; so do we. We stay ahead of trends, push boundaries, and adapt to new opportunities.
Partnership
We see our investors as collaborators, not customers. Success is built together, through long-term relationships and shared outcomes.
How We Invest
Rigorous Due Diligence
Every deal undergoes detailed financial, market, operational, and risk analysis.
Selective Partnerships
We only partner in sectors and geographies we know deeply, where we can add value.
Active Management
We stay engaged post-close, ensuring execution aligns with projections.
Tax-Smart Structures
We design offerings with investor-friendly terms and tax efficiency in mind.
Skin in the Game
We invest alongside our investors to ensure alignment of interests.
Meet the Leadership Team
Dr. Dylan Reach
Founder of Expedition Equity
I’m a practicing Optometrist with a passion for both creating a positive impact and sustainable wealth building. Since I started my own practice and expanded it to multiple locations, I found myself yearning for a change. Along the way, I steadily invested in real estate and was seeing the potential for replacing my income and creating generational wealth simultaneously.
I knew I needed to transition away from the demanding life of owning a medical practice to spend more quality time with my family and explore my deep-seated passion for helping others build wealth. In my family, entrepreneurship runs deep. My kids, too, share this spirit, and I find immense joy in supporting their budding business ventures.
My venture into real estate began with a bold step - converting our first home into a rental property. This ignited my curiosity for real estate, and soon I was navigating the complexities of 1031 exchanges.
But my real estate journey didn't stop there. I ventured into commercial real estate, keeping my initial commercial property as a rental while scaling up my practice. The desire for diversified wealth strategies led me to explore short-term rentals and eventually delve into real estate syndications.
The freedom I’ve experienced through my investments has changed my life. And I can’t wait to help you experience the same.
Caitlin Day
Investor Relations
Caitlin joined Coldwell Banker in 2020, finding that Real Estate was where her talents and skills merged with her love for serving others.
Working as a full-time real estate agent didn’t leave much time for planning the financial future of her family.
Caitlin found the perfect fit with passive real estate investing, allowing her to build wealth alongside like-minded individuals while balancing her roles as a mom and professional.
Excited for the opportunity to merge her love for Real Estate and helping others, Caitlin joined the Expedition Equity team in 2024. Whether you are looking for your dream home in South Georgia, or want to take advantage of the many benefits of real estate investing, she’s ready to help you on your journey.
Gray Reach
Investment Associate
Gray serves as Investment Associate at Expedition Equity, where he supports sourcing, due diligence, financial modeling, and asset management across the firm’s portfolio. With a Bachelor’s degree in Business, he brings a disciplined approach to evaluating opportunities and ensuring strong analytical foundations for every deal. Gray is passionate about helping investors access institutional-quality private market opportunities while upholding Expedition Equity’s core values of integrity, excellence, transparency, innovation, and partnership.
Donita Cocal
Administrative Coordinator
Donita plays a key role in supporting backend operations. With over a year at the firm, Maria assists in managing deals, project marketing, social media, and graphic design. Her versatile skill set and behind-the-scenes contributions help drive efficiency and elevate the firm's brand presence.
Fund Administration Team
Seth Bradley
Securities Attorney
Brittany Barchalk
Christina Santos
Daniel Beccara
Jerro King
Embark On Your Wealth Building Expedition
Building wealth doesn’t require risking it all or putting your hard-earned savings in jeopardy.
At Expedition Equity, we invite you on a journey to wealth through secure, high-yield real estate investments in thriving U.S. markets.
Every commercial real estate investment we offer is meticulously examined, personally curated to align seamlessly with your unique financial aspirations and investment objectives.
Meet Your Guides
Dylan Reach
Founder of Expedition Equity
I’m a practicing Optometrist with a passion for both creating a positive impact and sustainable wealth building. Since I started my own practice and expanded it to multiple locations, I found myself yearning for a change. Along the way, I steadily invested in real estate and was seeing the potential for replacing my income and creating generational wealth simultaneously.
I knew I needed to transition away from the demanding life of owning a medical practice to spend more quality time with my family and explore my deep-seated passion for helping others build wealth. In my family, entrepreneurship runs deep. My kids, too, share this spirit, and I find immense joy in supporting their budding business ventures.
My venture into real estate began with a bold step - converting our first home into a rental property. This ignited my curiosity for real estate, and soon I was navigating the complexities of 1031 exchanges.
But my real estate journey didn't stop there. I ventured into commercial real estate, keeping my initial commercial property as a rental while scaling up my practice. The desire for diversified wealth strategies led me to explore short-term rentals and eventually delve into real estate syndications.
The freedom I’ve experienced through my investments has changed my life. And I can’t wait to help you experience the same.
Caitlin Day
Investor Relations
Caitlin joined Coldwell Banker in 2020, finding that Real Estate was where her talents and skills merged with her love for serving others.
Working as a full-time real estate agent didn’t leave much time for planning the financial future of her family.
Caitlin found the perfect fit with passive real estate investing, allowing her to build wealth alongside like-minded individuals while balancing her roles as a mom and professional.
Excited for the opportunity to merge her love for Real Estate and helping others, Caitlin joined the Expedition Equity team in 2024. Whether you are looking for your dream home in South Georgia, or want to take advantage of the many benefits of real estate investing, she’s ready to help you on your journey.
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