When equity P/Es are high and moving lower, it’s usually a structural shift: multiple compression, rising rates, earnings revisions. That’s when non-correlated alternatives earn their place.
Cost segregation pays off only when it’s done right.
Do: order it in the acquisition year and use an engineering-based study.
Don’t: settle for a cheap desktop report or assume it’s too late on property you own.
Not tax advice.
#CRE#CostSegregation
Insuring a medical office building takes more than one policy.
Fire, wind, hail, water, theft, vandalism: usually covered.
Flood & earthquake: usually NOT.
Equipment breakdown, loss of rents & code upgrades: often need endorsements.
Know your gaps before the claim.
A 2% rent bump in a 3.4% inflation year isn't a raise. It's a pay cut of about 1.4%. Over a 10-year lease, that gap erodes roughly 13% of the rent's purchasing power. Our view: escalations should be the greater of 3% or CPI, at a minimum. #CRE#MedicalOffice
Life insurers, long CRE's most conservative lenders, posted the biggest LTV jump of any lender group in H1 2026 (now 62.7%, per MSCI). Add $157B in insurer-held loans maturing 2027–29, and discipline matters more than ever. #CRE#HealthcareRealEstate
When inflation topped 7%, REITs beat the S&P 500 by ~3.5 pts on average (Nareit).
The driver: income. Same-store NOI grew 3.6% in moderate/high inflation vs 2.3% in low.
Rents reprice. Costs pass through. Real assets, real income.
#CRE#MedicalOfficereit.com/news/blog/mark…
Banks are getting more competitive and LTVs are rising. For medical office, where tenants are sticky and cash flow is predictable, that's a real tailwind for cash-on-cash returns, as long as the debt pencils and the management is solid.
globest.com/2026/10/01/ris…
The best real estate deals move fast!
If you start analyzing after it hits the market, you're already too late.
The secret to winning? Do the heavy lifting before hunting for deals.
It's important to:
1️⃣ Define Your Buy Box: Lock in your exact asset type, zip codes, and target metrics (Cap Rate, Cash-on-Cash).
2️⃣ Spot the Hidden Value: Look past ugly paint, bad listing photos, or messy yards that scare away casual buyers.
3️⃣ Execute with Speed: When a property matches your pre-set criteria, pull the trigger without hesitation.
Strategy first. Hunt second. Execute immediately.
#RealEstateInvesting#PropertyInvesting#BuyBox#WealthBuilding#RealEstateTips
Guiding Point Capital partners with the medical community to improve patient care by acquiring, operating, and investing in healthcare real estate, so that providers can focus on delivering care.
Real Estate at the Point of Care. guidingpointcapital.com
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