Investment
Thesis

Health Wealth Capital: Your Gateway to Passive Strategic Investments for Sustainable Profits

At Health Wealth Capital, our core investment strategy is focused on outperforming traditional medical property REITs. We focus on acquiring and pooling together the management and economics of healthcare property assets to unlock diversified and robust returns. 

Partnering for Growth and Stability

We establish valuable partnerships with Physician Practice Management (PPM) entities, Dental Service Organizations (DSOs), and other healthcare intermediaries to source and underwrite attractive locations. By purchasing, managing, and leasing back medical offices, we ensure effective asset management and secure long-term lease agreements with providers, whether individual or backed by private equity. Goal is to assemble +100 healthcare properties via long term triple net leases to form or exit to an REIT at a more attractive valuation. In other words the sum is greater than the whole. 

Passive Income Opportunities and Market Growth

Health Wealth Capital’s strategy is ideal for investors seeking passive income streams, as it combines the attractiveness of retail triple net leased real estate with the stability of the healthcare industry. 

Low-Risk, High-Yield Investment Class

Our investments align with the risk profile of medical REITs but offer the potential for higher returns. The healthcare sector, known for its low bankruptcy rates and economic resilience, particularly in dental and medical practices, presents a secure investment environment, often bolstered by private equity. Our emphasis on private equity-backed tenants further reduces risk, enhancing the appeal of Health Wealth Capital Investors for those seeking risk-adjusted returns and passive income.

Join Health Wealth Capital and tap into the lucrative world of healthcare real estate. Here, strategic partnerships, tax efficiencies, and a focus on growth and income 


Investor

A.J. has been a transparent, patient, and thorough managing partner, guiding all of us through both periods of aggressive growth and prudent retrenchment. Particularly as an investor whose experience lies mostly outside of healthcare, I have appreciated A.J. ‘s willingness to answer my questions and meet me where I am in terms of sophistication. I have complete confidence that A.J. will continue to lead us from strength to strength.

– Sam S

CDP FUND I

  • Property Type: Dental Practice
  • Risk Profile: Stabilized
  • Investment Type: Equity
  • Number Of Tenants: 1

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