16-20% targeted base case IRR
7 – 8% estimated distributions
Why Join This Webinar?
Most accredited investors are still concentrated in multifamily – thin margins, rising costs, and short leases that reset with every downturn. This webinar makes the case for a different asset class: recession-resistant medical real estate, backed by healthcare tenants on 10–15 year triple-net leases.
In 30 minutes, A.J. and Jimmy break down the strategy behind Health Wealth Capital’s Series 3 offering live, not recorded.
What we’ll cover:
- Series 3 returns: 16–20% target IRR, 25–35% upside, 8% preferred return
- Reliable income: 7–8% cash-on-cash from long-term NNN leases
- The tax edge: an estimated $60K in year-one deductions on $100K
- Medical vs. multifamily: a side-by-side on tenants, leases, and risk
- The exit: how a REIT sale can nearly triple investor returns
Seats are limited and the replay is for registrants only. If you’re an accredited investor, reserve your place now.
Why Medical Real Estate is a Smart Investment Choice
Healthcare real estate stands out from traditional commercial properties because of its essential nature. Healthcare providers sign long-term leases, commit to their spaces due to the high cost of relocation, and are driven by the essential services they offer.
Long-Term
Leases
Tenants sign 10-15 year leases, ensuring stable, long-term cash flow.
Recession-Resistant Tenants
Healthcare services are critical, meaning demand for these spaces remains strong even during downturns.
Low Vacancy
Rates
Medical properties consistently experience high occupancy and low tenant turnover.
Triple-Net (NNN)
Leases
These leases shift property taxes, insurance, and maintenance to the tenant, reducing costs and risks for investors.
Invest in Health Wealth Capital’s Proven Medical Real Estate Strategy
Invest in Health Wealth Capital’s portfolio of medical and dental properties. With recession-resistant tenants and long-term leases, this opportunity offers stable and predictable returns.
Key Highlights:
- Projected Cash-on-Cash Returns: 7-8% annually.
- Internal Rate of Return (IRR): 16-20% over the investment period. 25-35+ IRR Upside
- Cap Rates: Properties are acquired with 6.5-7.8% cap rates, striking a balance between risk and reward.
- Minimal Risk: Triple-Net (NNN) leases mean lower operational costs and greater tenant responsibility, protecting your investment.”
100 M+
Asset Under
Management
70 +
Medical Retail
Buildings
15 +%
Targeted
IRR
8 +%
Targeted Cash
on Cash
Meet the Sponsor
Why Invest Alongside Health Wealth Capital
Expertise in
Medical Real Estate
With years of experience in both healthcare and real estate, Health Wealth Capital is uniquely positioned to capitalize on this growing sector.
Proven
Performance
Their team has consistently delivered strong returns in medical real estate, making them a reliable partner for investors.
Data-Driven
Investments
Using proprietary analysis tools, Health Wealth Capital ensures that every property acquired is optimized for long-term returns.
Risk
Management
By focusing on long-term leases with stable tenants, Health Wealth Capital minimizes volatility, making this a low-risk investment opportunity
Frequently Asked Questions
What is medical real estate?
Medical real estate refers to properties leased by healthcare providers, including medical and dental offices. These properties offer long-term leases, stable tenants, and are less affected by market volatility.
What are the projected returns?
The Health Wealth Capital fund offers projected cash-on-cash returns of 8-10% and an internal rate of return (IRR) of 16-20% over the investment period.
What makes healthcare tenants more stable?
Healthcare providers invest heavily in their spaces, with specialized equipment and custom build-outs that make relocating costly and unlikely. This results in low tenant turnover and reliable rent payments.
What is a Triple-Net (NNN) lease?
In a Triple-Net (NNN) lease, the tenant is responsible for property taxes, insurance, and maintenance, which reduces operating costs for the landlord and ensures stable cash flow.
How long are the lease terms?
Medical real estate leases typically range from 10 to 15 years, providing long-term stability and income for investors.
A.J. Peak
The Managing Director of Health Wealth Capital
A.J. Peak, the Managing Director of Health Wealth Capital, brings a wealth of experience and a deep understanding of the healthcare real estate sector. In 2008, he founded Peak Dental Services, growing it into a significant player in the industry, recognized by Inc. Magazine among the Top 5000 fastest-growing companies and supporting over 50 locations. His background as the son of a dentist has provided him with a unique perspective in supporting healthcare providers.
His academic credentials include an MBA from The Kellogg School of Management at Northwestern University and a BA in Business Administration from Carnegie Mellon. Professionally, A.J. has a solid background in finance and consulting, having worked at Merrill Lynch as a senior business analyst and spending seven years at McKinsey & Company as an Engagement Manager. During his tenure at McKinsey, he collaborated with executive teams from more than twenty Fortune 500 companies, focusing on service operations, pricing strategies, and mergers and acquisitions.
A.J.’s experience extends to Real Estate and Capital Raising
- Successfully raised and managed over $100 million in equity and debt for real estate and dental practice investments.
- Led five diverse real estate investment funds over the past two decades, covering a range from single-family investments to commercial buildings.
- Been involved in over 75 commercial lease negotiations.
- Overseen more than 15 retail medical space build-outs, both complete and partial.
Outside of work, A.J. enjoys spending time with his family, training for triathlons, and reading non-fiction.
Derek Peterson
Chief Investment Officer
Derek Peterson and his firm, Adapt Agency, are the premier marketing and branding force in the Real Estate Syndication industry. He has developed branding and marketing systems for over 800 companies, which have fueled $35 billion in assets under management and driven the success of over 225,000 multifamily apartment units.
From 2012-2017, Derek founded and scaled three successful organizations in the medical field, building national sales teams of over 2,500 people, developing groundbreaking software, and disrupting industries.
After earning his degree in Marketing, Derek rose through the ranks at corporate giants like ADP, Covidien, and Allergan. Soon after, he made the leap to entrepreneurship, leveraging his expertise to become a sought-after speaker, podcast host, and real estate investor.
A six-time Ironman triathlete, Derek embraces challenges in all areas of life. He and his wife live a full-time nomadic lifestyle, running their businesses from around the world, enjoying the freedom of a life without borders.
Aman Gambhir
Acquisition & Analytics
Aman Gambhir is a seasoned finance professional with over 17 years of experience in investment banking and strategic financial advisory. Aman supports Health Wealth Capital, leading our Acquisition & Analytics processes, leveraging his and his team’s extensive investment banking & real estate analysis expertise.
Aman serves as the Principal Consultant at Caston Corporate Advisory Services, where he provides strategic financial solutions across various domains, including distressed assets, private equity, mergers and acquisitions, and debt syndication. His work has been pivotal in advising clients on complex financial restructuring and alternate investment strategies, ensuring their financial health and long-term growth. As its founder, Aman leverages Caston’s team of analysts, chartered accountants, and management consultants to support Health Wealth Capital.
Aman holds a Bachelor of Commerce (Honors) in Accounting and Finance from Sri Guru Gobind Singh College of Commerce and is a Chartered Financial Analyst from the Institute of Chartered Financial Analysts of India. His early career experiences at Hallko and Halcyon Asia provided him with a deep understanding of the distressed asset investment domain and exposure to global investors.
Justin Deutsch
Chief Financial Officer Advisor
Experience:
- CFO of Guardian Dentistry Partners with $+390M and +165 locations.
- Founder of Montage Dental Group.
- Former VP of Healthcare Commercial Lending at East West Bank.
Health Wealth Capital Responsibilities:
- Leads Acquisition & Accounting processes
Gabriela Sanjinés
Business Analyst — Acquisitions & Investor Relations, Health Wealth Capital
Gabriela Sanjinés Roca is a Business Analyst at Health Wealth Capital, where she supports the fund’s acquisitions and investor relations operations. Her work spans the full deal pipeline, from lead sourcing and financial due diligence to LOI negotiation with brokers and onboarding of new capital partners.
She holds a Bachelor in Business Administration from the University of Navarra, where she was selected for the IESE Business School collaboration program reserved for the top 50 students by GPA. She also completed an exchange at the Stockholm School of Economics. Prior to HWC, she gained experience in financial auditing at PricewaterhouseCoopers and strategic planning at a leading communications agency in Bolivia.
Gabriela is a native Spanish speaker, fluent in English and proficient in German, and brings an international perspective shaped by living and studying across Bolivia, Spain, Sweden, and Germany.
Paola Tufiño
Property Admin & Compliance Health Wealth Capital
Paola brings a combination of corporate legal expertise and operational precision to the Health Wealth Capital team. A distinguished graduate of Universidad Privada de Santa Cruz (UPSA) in Bolivia — earning her J.D. with honors and academic distinctions in Business Law, Accounting, and Business Administration. She spent five years at Bolivia’s largest law firm contributing to mergers and acquisitions, large-scale due diligence, and business entity formation across industries.
Her legal training instilled a disciplined approach to detail, risk identification, and document integrity that translates directly into commercial real estate operations. At Health Wealth Capital, Paola supports the firm’s acquisition pipeline and growing portfolio of dental and medical office properties, spanning due diligence coordination, closing document management, lease review, insurance procurement, and portfolio-wide compliance tracking.
Paola Tufiño
Property Admin & Compliance Health Wealth Capital
Paola brings a combination of corporate legal expertise and operational precision to the Health Wealth Capital team. A distinguished graduate of Universidad Privada de Santa Cruz (UPSA) in Bolivia — earning her J.D. with honors and academic distinctions in Business Law, Accounting, and Business Administration. She spent five years at Bolivia’s largest law firm contributing to mergers and acquisitions, large-scale due diligence, and business entity formation across industries.
Her legal training instilled a disciplined approach to detail, risk identification, and document integrity that translates directly into commercial real estate operations. At Health Wealth Capital, Paola supports the firm’s acquisition pipeline and growing portfolio of dental and medical office properties, spanning due diligence coordination, closing document management, lease review, insurance procurement, and portfolio-wide compliance tracking.
A.J. Peak
The Managing Director of Health Wealth Capital
A.J. Peak, the Managing Director of Health Wealth Capital, brings a wealth of experience and a deep understanding of the healthcare real estate sector. In 2008, he founded Peak Dental Services, growing it into a significant player in the industry, recognized by Inc. Magazine among the Top 5000 fastest-growing companies and supporting over 50 locations. His background as the son of a dentist has provided him with a unique perspective in supporting healthcare providers.
His academic credentials include an MBA from The Kellogg School of Management at Northwestern University and a BA in Business Administration from Carnegie Mellon. Professionally, A.J. has a solid background in finance and consulting, having worked at Merrill Lynch as a senior business analyst and spending seven years at McKinsey & Company as an Engagement Manager. During his tenure at McKinsey, he collaborated with executive teams from more than twenty Fortune 500 companies, focusing on service operations, pricing strategies, and mergers and acquisitions.
A.J.’s experience extends to Real Estate and Capital Raising
- Successfully raised and managed over $100 million in equity and debt for real estate and dental practice investments.
- Led five diverse real estate investment funds over the past two decades, covering a range from single-family investments to commercial buildings.
- Been involved in over 75 commercial lease negotiations.
- Overseen more than 15 retail medical space build-outs, both complete and partial.
Outside of work, A.J. enjoys spending time with his family, training for triathlons, and reading non-fiction.
Derek Peterson
Chief Investment Officer
Derek Peterson and his firm, Adapt Agency, are the premier marketing and branding force in the Real Estate Syndication industry. He has developed branding and marketing systems for over 800 companies, which have fueled $35 billion in assets under management and driven the success of over 225,000 multifamily apartment units.
From 2012-2017, Derek founded and scaled three successful organizations in the medical field, building national sales teams of over 2,500 people, developing groundbreaking software, and disrupting industries.
After earning his degree in Marketing, Derek rose through the ranks at corporate giants like ADP, Covidien, and Allergan. Soon after, he made the leap to entrepreneurship, leveraging his expertise to become a sought-after speaker, podcast host, and real estate investor.
A six-time Ironman triathlete, Derek embraces challenges in all areas of life. He and his wife live a full-time nomadic lifestyle, running their businesses from around the world, enjoying the freedom of a life without borders.
Aman Gambhir
Acquisition & Analytics
Aman Gambhir is a seasoned finance professional with over 17 years of experience in investment banking and strategic financial advisory. Aman supports Health Wealth Capital, leading our Acquisition & Analytics processes, leveraging his and his team’s extensive investment banking & real estate analysis expertise.
Aman serves as the Principal Consultant at Caston Corporate Advisory Services, where he provides strategic financial solutions across various domains, including distressed assets, private equity, mergers and acquisitions, and debt syndication. His work has been pivotal in advising clients on complex financial restructuring and alternate investment strategies, ensuring their financial health and long-term growth. As its founder, Aman leverages Caston’s team of analysts, chartered accountants, and management consultants to support Health Wealth Capital.
Aman holds a Bachelor of Commerce (Honors) in Accounting and Finance from Sri Guru Gobind Singh College of Commerce and is a Chartered Financial Analyst from the Institute of Chartered Financial Analysts of India. His early career experiences at Hallko and Halcyon Asia provided him with a deep understanding of the distressed asset investment domain and exposure to global investors.
Justin Deutsch
Chief Financial Officer Advisor
Experience:
- CFO of Guardian Dentistry Partners with $+390M and +165 locations.
- Founder of Montage Dental Group.
- Former VP of Healthcare Commercial Lending at East West Bank.
Health Wealth Capital Responsibilities:
- Leads Acquisition & Accounting processes
Gabriela Sanjinés
Business Analyst — Acquisitions & Investor Relations, Health Wealth Capital
Gabriela Sanjinés Roca is a Business Analyst at Health Wealth Capital, where she supports the fund’s acquisitions and investor relations operations. Her work spans the full deal pipeline, from lead sourcing and financial due diligence to LOI negotiation with brokers and onboarding of new capital partners.
She holds a Bachelor in Business Administration from the University of Navarra, where she was selected for the IESE Business School collaboration program reserved for the top 50 students by GPA. She also completed an exchange at the Stockholm School of Economics. Prior to HWC, she gained experience in financial auditing at PricewaterhouseCoopers and strategic planning at a leading communications agency in Bolivia.
Gabriela is a native Spanish speaker, fluent in English and proficient in German, and brings an international perspective shaped by living and studying across Bolivia, Spain, Sweden, and Germany.
Paola Tufiño
Property Admin & Compliance Health Wealth Capital
Paola brings a combination of corporate legal expertise and operational precision to the Health Wealth Capital team. A distinguished graduate of Universidad Privada de Santa Cruz (UPSA) in Bolivia — earning her J.D. with honors and academic distinctions in Business Law, Accounting, and Business Administration. She spent five years at Bolivia’s largest law firm contributing to mergers and acquisitions, large-scale due diligence, and business entity formation across industries.
Her legal training instilled a disciplined approach to detail, risk identification, and document integrity that translates directly into commercial real estate operations. At Health Wealth Capital, Paola supports the firm’s acquisition pipeline and growing portfolio of dental and medical office properties, spanning due diligence coordination, closing document management, lease review, insurance procurement, and portfolio-wide compliance tracking.
Paola Tufiño
Property Admin & Compliance Health Wealth Capital
Paola brings a combination of corporate legal expertise and operational precision to the Health Wealth Capital team. A distinguished graduate of Universidad Privada de Santa Cruz (UPSA) in Bolivia — earning her J.D. with honors and academic distinctions in Business Law, Accounting, and Business Administration. She spent five years at Bolivia’s largest law firm contributing to mergers and acquisitions, large-scale due diligence, and business entity formation across industries.
Her legal training instilled a disciplined approach to detail, risk identification, and document integrity that translates directly into commercial real estate operations. At Health Wealth Capital, Paola supports the firm’s acquisition pipeline and growing portfolio of dental and medical office properties, spanning due diligence coordination, closing document management, lease review, insurance procurement, and portfolio-wide compliance tracking.