Leader of #1 healthcare real estate team in the U.S. 29 years old. $1B+ in volume to date. 160+ medical buildings sold in 2022. MOBs, ASCs, dental, vet, etc.
Oct 4, 2023 • 10 tweets • 2 min read
There’s a crisis in healthcare that nobody talks about. 🚨
It’s the severe lack of healthcare real estate development in the U.S.
But HRE may have a savior…
Retail developers. ⬇️
You’ve seen it…👀
Brand new urgent cares popping up in shopping centers.
Health systems backfilling and modernizing vacated department stores.
Fresh new dialysis clinics opening up right beside big-box retailers.
Feb 6, 2023 • 6 tweets • 1 min read
Should you keep your rent low when you do a sale leaseback, or keep it high to maximize proceeds?
A short thread on the rent arbitrage between the real estate & OpCo 🧵
Most owner-operators we structure sale leasebacks for plan on eventually selling the OpCo, so rental rate matters.
The OpCo's valuation is usually a multiple on EBITDA, so it makes sense to keep rents low.
Right...?
Not always!
Feb 4, 2023 • 5 tweets • 1 min read
I’m 48 hours into a 72 hour (3 days) water-only fast.
Here’s why I’m doing it 👇🏽
1) Your body goes through autophagy, which means “self-eating” in Latin.
Think of it as a cellular clean-up, removing ruptured cells in the body.
There’s incredible research on its anti-aging effects and protection against neurological disease.
Jan 30, 2023 • 10 tweets • 2 min read
In light of all the recent DMs asking for tips on investing in net-lease RE -
Here’s a crash course on “Net Lease 101” for anyone looking to get in the game… 🧵
The value of a net-leased deal is primarily influenced by the following:
1) Location 2) Lease Terms 3) Guaranty
In that order.
Always remember, you are buying the real estate. That is the dirt, and the improvements on that dirt.
Jan 21, 2023 • 8 tweets • 2 min read
There’s a crisis in healthcare that nobody talks about. 🚨
It’s the severe lack of healthcare real estate development in the U.S.
But HRE may have a savior…
Retail developers. ⬇️
You’ve seen it…👀
Brand new urgent cares popping up in shopping centers.
Health systems backfilling and modernizing vacated department stores.
Fresh new dialysis clinics opening up right beside big-box retailers.
Jan 14, 2023 • 7 tweets • 2 min read
Healthcare sale leasebacks are one of #CRE’s best kept secrets.
The upside potential is great, and achieving it is simple.
Best part, your tenant does all the work.
🧵
To understand this, let’s look at a couple trends in healthcare -
1) PE-backed groups are rapidly acquiring medical practices all over the country
2) Hospital system M&A activity hit an all-time high in 2022
Pretty much, hospitals and PE firms are on a buying spree!
