Health Wealth Capital Fund Metrics
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
Tax Smart Investing
Estimated to receive $50K in tax deductions in year 1 on a $100K investment
Investor Webinars
Irons Equity has partnered with Health Wealth Capital to bring you a unique investment opportunity in medical real estate. With a focus on healthcare and dental offices, this asset class offers long-term leases and recession-resistant tenants, providing a stable foundation for consistent returns. Medical real estate is positioned to grow alongside the increasing demand for healthcare services, making it a smart addition to any diversified portfolio.
For those looking to explore investment opportunities, We have two informative videos available. The first offers a high-level overview of the medical real estate market, covering key aspects of our strategy, projected returns, and why healthcare real estate is a stable, recession-resistant asset class. The second video, known as the “Fact Pack,” dives deeper into the technical details for those who appreciate a more thorough analysis, including specific deal metrics, tenant underwriting, and the economic structure of our investments.
Soft Commit To InvestmentWhy 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. Here’s why Irons Equity has chosen to offer this opportunity with Health Wealth Capital.
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
Irons Equity offers you the opportunity to 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: 8-10% annually.
- Internal Rate of Return (IRR): 16-20% over the investment period.
- 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.”
Meet the Sponsor
A.J. Peak
Derek Peterson
Michelle Holguin
Aman Gambhir
Why Irons Equity offers Health Wealth Capital as Your Next Investment
Health Wealth Capital’s focus on medical real estate aligns perfectly with Irons Equity mission of offering
high-quality, stable investment opportunities. Here’s why we chose Health Wealth Capital as a partner.
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
Invest in Long-Term Stability with Health Wealth Capital
Through our partnership with Health Wealth Capital, Irons Equity is offering a limited opportunity to invest in medical real estate. With long-term leases, essential service tenants, and recession-resistant cash flows, this is an investment opportunity designed for stability and growth.
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.
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.