Grow Your IRA Through Recession Resistant Medical Real Estate
Earn 16–20% annualized returns (25–35% upside) by investing your retirement savings into tax-advantaged medical real estate… without lifting a finger.
Health Wealth Capital makes it simple for investors to grow their IRA or 401(k) through healthcare-backed real estate.
We’ve built a done-for-you process to help you roll over your existing IRA, set up a self-directed Roth account, and invest in our medical real estate fund — where you can enjoy strong cash flow, long-term growth, and potential tax-free compounding for decades to come.
If you are interesting in investing via this strategy, email us to get started!
Turn Your Retirement Account Into a Cash-Flowing, Tax-Free Machine
Most investors don’t realize they can use their IRA or 401(k) to invest in private real estate. We make it seamless – from rollover to returns.
Through our Self-Directed IRA Program, you can invest retirement funds into medical real estate assets that deliver consistent monthly income, strong appreciation, and meaningful tax advantages.
By pairing that with a Roth Conversion, you pay taxes once on a discounted valuation — then enjoy decades of compounding returns, completely tax-free.
Click below to send us and email to learn more and start investing!
Transfer Your Existing
IRA or 401(k)
Our team helps you open a Self-Directed IRA with one of our trusted custodians that allows real estate investments.
No taxable event, no hassle — just a quick rollover.
Fund Your
Account
Transfer any portion of your retirement savings into the Self-Directed IRA. Minimum investment: $100,000.
Invest in the Health Wealth Capital Medical Real Estate Fund
Your account is then used to invest directly into our current offering — Health Wealth Fund 1, Series 2 — which targets 16–20% IRR and 8% preferred annual distributions.
(Optional but Powerful) Convert to a
Self-Directed Roth IRA
- Once invested, we help you work with your custodian to obtain a third-party fair-market valuation of your new investment — typically around 50% of the invested amount.
- You can then convert to a Roth IRA and pay taxes only once on that discounted valuation.
- From that point forward, every dollar of growth and every distribution can be withdrawn 100% tax-free.
Why the Roth Conversion Strategy Changes Everything
Tax the seed, not the fruit.
- You invest $100,000 into our fund through a Self-Directed IRA.
- After closing, the fair-market value can be professionally appraised at roughly $50,000 (since it’s a long-term, illiquid asset).
- You convert it into a Roth Self-Directed IRA and pay taxes only on that $50,000 value — around $18,500 for most investors.
- Over 20 years, through four 5-year cycles of doubling, that same investment could grow to $1.6 million.
- Because it’s now in a Roth, your total withdrawal is 100% tax-free.
By comparison, keeping the same investment in a Traditional IRA would result in roughly $600,000 more in taxes at withdrawal.
We handle the full setup, conversion, and communication with your custodian, all through our integrated Done-For-You IRA Program.
Stable, Predictable,
Recession-Resistant
Our properties are leased to essential healthcare providers under long-term, triple-net (NNN) leases.
We invest exclusively in medical real estate — dental, veterinary, and specialty clinics — with strong, creditworthy tenants and long-term leases (10–15 years).
This strategy has consistently outperformed other commercial sectors, offering stability even during economic downturns.
Targeted
Returns
- 16-20% targeted base case IRR
- 25-35% upside scenario IRR
- 2 to 3x targeted equity multiple
Preferred Returns
8% preferred return, followed by 90% of profits to investors up to a 15% IRR, and 70% of profits to investors beyond a 15% IRR.
Cash on Cash
+8% estimated distributions Paid quarterly
Hold Period
5-year hold period with potential for 3 years
Asset Class
Medical real estate providing recession- resistant returns from tenants with +10 year leases
Expertise. Transparency. Results.
Led by proven healthcare and real estate operators with deep capital-raising experience.
A.J. Peak
Derek Peterson
Michelle Holguin
Aman Gambhir
What Investors Are Saying
Real experiences from investors who’ve seen consistent income and growth.
Ready to Put Your IRA to Work?
We’ll guide you through every step — from rollover to Roth conversion to ongoing cash flow.
Our Done-For-You IRA Program streamlines the entire process:
- Custodian setup and rollover
- Roth valuation and conversion support
- Investment execution and document handling
- Ongoing investor reporting and monthly income distribution
Join the growing number of investors turning their retirement accounts into tax-free, income-producing assets.
Common Questions
Everything you need to know before getting started.
What is the minimum investment?
$100,000.
What are the expected returns?
8% preferred cash distributions; 16–20% IRR base case; 25–35% upside with REIT exit.
How long is the hold period?
5 years (potential exit as early as year 3).
How soon will I receive distributions?
Monthly distributions begin within 90 days of closing.
Who audits the fund?
Stockman Kast Ryan + Co, CPAs, along with independent third-party bookkeeping and financial oversight.
Is the fund diversified?
Yes, multiple properties across several states with diversified medical tenants.
Can I invest through my 401(k) or SEP IRA?
Yes. Our team will help you determine the best route and coordinate the rollover.
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.
Michelle Holguin
VP Marketing & Investor Relations
Michelle Holguin is a dynamic leader with over 15 years of experience in the intersection of healthcare and real estate, specializing in strategic marketing and investor relations. As VP of Marketing & Investor Relations at Health Wealth Capital, Michelle is at the forefront of cultivating investor confidence and driving strategic growth initiatives across the firm’s portfolio. Her career trajectory has been marked by leadership roles in the dental and healthcare sectors, where she has successfully led marketing efforts for organizations generating revenues between $100 million and $3 billion. Michelle’s innovative approach to brand strategy and digital marketing has consistently delivered outstanding ROI, making her a key driver of growth and success.
Michelle’s educational background includes a Bachelor of Arts in Architecture and a minor in Sociology from the University of North Carolina at Charlotte. Her academic experience is complemented by her leadership as the treasurer for AIAS Freedom by Design™, where she helped implement community-driven design solutions.
Fluent in both English and Spanish, Michelle excels in fostering relationships with a diverse investor base, bringing a unique blend of creativity and analytical rigor to her role. Her deep understanding of real estate investments and healthcare marketing positions her to articulate and advance Health Wealth Capital’s mission of creating sustainable, impactful investment opportunities. Michelle’s commitment to transparency and strategic insight ensures that investor communications are compelling and build lasting trust.
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.