Health Wealth Series 3 · Now raising
Medical real estate, built to pay you monthly.
Series 3 is buying medical and dental buildings on long-term triple net leases, the same structure that’s paid Series 1 and 2 investors 8% annualized since 2023, with zero vacancies or delinquencies across the portfolio since 2017.
$30M raise target ~50 buildings $100K minimum 8% preferred, paid monthly
As of September 2026.
Investment terms
How Series 3 is structured
Total raise
$30,000,000
Investment terms
$100,000 minimum · 5-year hold, potential for 3 · Cash flow paid monthly
Equity upside
Class A-2
$100,000 minimum
8% preferred return
80/20 up to 15% IRR
70/30 at 15% IRR
50/50 at 22% IRR
Class A-1
$500,000 minimum
9% preferred return
90/10 up to 15% IRR
85/15 at 15% IRR
70/30 at 22% IRR
Targeted returns, both classes
IRR: 16-20% base case, 25-35% upside
Equity multiple: 2x - 3x
Cash-on-cash: 7-8%
Tax benefits
Bonus depreciation
Estimated $60,000 in deductions in year 1 on $100,000
See it explained
Series 3 overview
A walk through the portfolio, the strategy, and how the fund is structured.
Q&A webinar
The recorded investor session, including the questions people actually asked.
Why we invested
Doctors and dentists rarely move. Relocating means new equipment, a new build-out, and patients who have to find you again. Once a practice signs a lease, it tends to stay for the full term.
Every building in Series 3 is leased to a medical or dental tenant on a 10 to 15 year triple net lease. The tenant pays the taxes, insurance, and upkeep. No renovation plan, no lease-up to wait on. The fund buys occupied buildings, spread across the country, so no single local market drives the result.
About 74% of net operating income comes from tenants whose parent companies are backed by institutional investors, including Warburg Pincus, BlackRock, and Morgan Stanley Private Credit.
Track record
Two series closed. Both paying as promised.
Series 1
Closed
$11M raised · 13 buildings · 8% annualized, paid monthly
Series 2
Closed
$22M raised · 35 buildings · 8% annualized, paid monthly
94
Total buildings, 72 owned + 22 in the pipeline
$150M
Total purchase price, combined portfolio
Zero
Vacancies or delinquencies since inception in 2017
I invested with the medical real estate fund at the tail end of the COVID-19 pandemic. It was a volatile time to make money decisions, but A.J. made it an easy choice. The value of my investment has increased and it’s provided me with passive income.
Dr. Tony L., Owner Dentist
I’ve been a medical retail property investor with A.J. since 2017. He’s put together a balanced portfolio, properties that appreciate, service debt, and carry long-term leases with rent increases while paying investors 8%. He understands the old real estate adage: you make your profit on the buy, not the sell.
Dr. Lou T., Owner Orthodontist
Who you’re working with
A.J. Peak, Founder & CEO, Health Wealth Capital
Founded Peak Dental Services and grew it into a nearly $100 million revenue business with over 50 locations, recognized by Inc. Magazine as one of the top 5000 fastest-growing companies. Before that, he held roles at Merrill Lynch and McKinsey & Company.
Justin Deutsch, Chief Financial Officer
Former CFO of Guardian Dentistry Partners ($390M+, 165+ locations) and founder of Montage Dental Group. Previously VP of Healthcare Commercial Lending at East West Bank.
Amber Collins, Chief Operating Officer
Former COO of Peak Dental Services, leading operations and a field staff of 500+ through nearly $100M in revenue and 50+ locations. Three-time Oncon Icon Award recipient for Top 50 COO.
Flint Jamison, Investor Relations, Vestus Capital
Vestus is Health Wealth’s operations partner and feeder fund manager. I’m the one you’ll talk to about the fund, the buildings, and how the returns work.
Questions
What is medical real estate?
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Properties leased by healthcare providers, like medical and dental offices. Long-term leases, stable tenants, less affected by market swings.
What makes healthcare tenants stable?
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Providers invest heavily in their space, specialized equipment and custom build-outs included, which makes relocating expensive and unlikely. That means low turnover and reliable rent.
What is a triple net lease?
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The tenant pays property taxes, insurance, and maintenance. That lowers costs for the landlord and keeps cash flow stable.
How long are the lease terms?
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Typically 10 to 15 years. Long leases are the norm in medical real estate because relocating a practice is expensive, which gives the property steady, predictable income for years at a time.
How do I invest in Series 3?
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Start with the Review the PPM link on this page, which takes you to the investor portal. In the portal you review the subscription documents and sign them digitally. Next, your accredited status is verified, either through a third-party check or with a letter from your CPA or financial advisor. Then you wire your investment. The portal walks you through each step and keeps it as simple as possible.
This offering is made under Rule 506(c) of Regulation D and is open to accredited investors only. General solicitation is permitted under this exemption; verification of accredited investor status is required before any investment. Targeted returns are projections, not guarantees. Past performance of prior Health Wealth series does not guarantee future results. This is not an offer to sell securities; offers are made only through the Private Placement Memorandum.
Questions before you commit?
I’ll walk you through the fund, the buildings, and how the waterfall works.
Rather write than talk?
Send a question instead.