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

7 – 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

Peter Mathews 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 Investment

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. Here’s why I’ve has chosen to offer this opportunity with Health Wealth Capital.

Invest in Health Wealth Capital’s Proven Medical Real Estate Strategy

You have an 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

Aman Gambhir

Why Health Wealth Capital as Your Next Investment

Health Wealth Capital’s focus on medical real estate aligns perfectly with my mission of offering
high-quality, stable investment opportunities. Here’s why we chose Health Wealth Capital as a partner.

Invest in Long-Term Stability with Health Wealth Capital

Peter Mathews has nearly a decade of experience across all major sectors of the commercial real estate industry, including multifamily, office, industrial, hospitality, and mixed-use assets. His core expertise is rooted in institutional asset valuation and advisory, developed through his career at EY within the Strategy and Transactions Real Estate practice. 

Throughout his time at EY, Peter has supported some of the largest real estate owners, operators, and investors in the country on complex engagements spanning asset-level valuation, portfolio optimization, development strategy, transaction execution, and strategic decision-making.

His work has included close coordination with private equity firms, REITs, developers, investment managers, and public-sector entities navigating evolving market conditions and high-stakes real estate decisions. In parallel with his advisory career, Peter has increasingly translated this experience into hands-on partnerships in active real estate transactions, working directly alongside trusted operators to evaluate, structure, and execute investment opportunities. This blend of institutional rigor and real-world deal involvement allows him to bring a disciplined, strategic approach to sourcing and underwriting opportunities while remaining grounded in practical execution and long-term partnership. 

Peter’s experience across both advisory and investment environments positions him as a strategic, relationship-driven real estate professional focused on delivering durable outcomes for stakeholders and partners.

Frequently Asked Questions

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.

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.

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.

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.

Medical real estate leases typically range from 10 to 15 years, providing long-term stability and income for investors.