93
Properties
$124M
Est. Value · AUM
27
States
AlabamaAlaskaArizonaColoradoFloridaGeorgiaIndianaKansasMaineMassachusettsMinnesotaNew JerseyNorth CarolinaNorth DakotaOklahomaPennsylvaniaSouth DakotaTexasWyomingConnecticutMissouriWest VirginiaIllinoisNew MexicoArkansasCaliforniaDelawareDistrict of ColumbiaHawaiiIowaKentuckyMarylandMichiganMississippiMontanaNew HampshireNew YorkOhioOregonTennesseeUtahVirginiaWashingtonWisconsinNebraskaSouth CarolinaIdahoNevadaVermontLouisianaRhode Island ALAKAZCOFLGAINKSMEMNNCNDOKPASDTXWYMOWVILNMARCAHIIAKYMIMSMTNYOHORTNUTVAWAWINESCIDNVLA
Owned Under contract / LOI Dental & Ortho Veterinary Dermatology Urgent Care Specialty Medical
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Tenant Credit TIER FRAMEWORK

All 84 buildings and 96 tenants fully scored · No untiered assets
$10.29MAnnual NOI
Tier 1 · 69%Tier 2 · 13%Tier 3 · 18%
Tier 1$7.15M
Parent revenue ≥$50M or named institutional PE sponsor
57 buildings · 69% of NOI
Named institutional PE sponsors. Guarantors include Warburg Pincus, Linden Capital, Morgan Stanley Private Credit, Compass Group, Health Enterprise Partners, BlackRock, and Chicago Pacific Founders. Aggregate Tier 1 parent revenue exceeds $2.5 billion.
Tier 2$1.31M
Parent revenue $25M–$50M, corporate financials on file
8 buildings · 13% of NOI
Multi-site operators with corporate financials on file. Strong rent coverage ratios and corporate guarantees.
Tier 3$1.83M
Practice-level financials only, parent revenue <$25M
19 buildings · 18% of NOI
Practice-level financials only. Real estate fundamentals and sub-65% LTV are the primary credit anchor. Zero delinquencies across all Tier 3 assets since acquisition.

Tenant Category BREAKDOWN

96 tenants across 84 buildings · 3 healthcare categories
96Tenants
Dental · 73%Specialty · 18%Veterinary · 9%
Dental$7.54M
Incl. Oral Surgery, Orthodontics, Endodontics & Pediatric Dental
64 tenants · 73% of NOI
Specialty Medical$1.87M
Plastic Surgery, Dermatology, Orthopedic, Urgent Care & Ancillary
22 tenants · 18% of NOI
Veterinary$0.89M
Companion & Specialty Animal Health
10 tenants · 9% of NOI
Predominantly PE-backed. Recession-resistant, non-discretionary demand.

Geographic FOOTPRINT

84 buildings · 27 states · All 4 NAR regions · No single state exceeds 13.0% of NOI
Midwest41.3%
30 buildings · 19 own · 11 pipeline
IL, IN, MI, MN, MO, OH, WI
South29.7%
30 buildings · 19 own · 11 pipeline
AL, AR, FL, KY, MS, OK, TN, TX, VA
Northeast15.9%
14 buildings · 10 own · 4 pipeline
CT, ME, NH, NJ, NY, PA
West13.1%
10 buildings · 10 own
AZ, CA, CO, UT, WA
Diversified across all four NAR regions with no single state above 13.0% of NOI — concentration risk stays low as the platform scales.