Investment Opportunity in

MEDICAL REAL ESTATE

Presented by A.J. Peak

Key Investment

Highlights

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16-20% targeted base case IRR

25-35% upside scenario IRR

2 to 3x targeted equity multiple

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8% Preferred Return

80/20 split up to 15% IRR

70/30 split at 15% IRR

50/50 split at 22% IRR

Medical real estate providing recession-resistant returns from tenants with long term leases

7 to 8% estimated distributions

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Paid monthly, 1^st quarter after closing

5-year hold period with potential for 3 years

Estimated to receive $60K in tax deductions in year 1 on a $100K investment

Targeted Returns

Cash on Cash

Preferred Returns

Hold�Period

Asset Class

Tax Smart

Investing

Executive

SUMMARY

Health Wealth Capital presents an exceptional investment opportunity in medical real estate. This investment offers the potential for returns of 7 to 8% cash-on-cash and 16-20% IRR, with a minimum investment of $100,000.

Unlike the volatile multifamily sector, medical real estate provides a recession-resistant, high-yield alternative. By combining strong tenant profiles, long-term leases, and strategic REIT arbitrage, we deliver a robust investment proposition. Experience the power of healthcare-backed wealth creation.

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Recession-resistant medical real estate

Proven track record of success

Triple net (NNN) leases for reduced risk

Potential returns: 7 to 8% cash-on-cash

Minimum investment:

$100,000

16-20% IRR

Key Investment Highlights:

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Lead

SPONSOR

Founder & CEO

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A.J. PEAK

Proven Healthcare and Real Estate Leader

Built a Healthcare Empire:

Founded Peak Dental Services, growing it into a nearly

$100 million revenue enterprise with over 50 locations, recognized by Inc. Magazine as one of the Top 5000 fastest-growing companies.

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Proven Financial Expertise:

Held leadership roles at Merrill Lynch and McKinsey & Company, collaborating with Fortune 500 companies on strategic initiatives.

Business Acumen:

MBA from Kellogg School of Management and BA from Carnegie Mellon University. �Amazon Top 10 Author in Commercial Real Estate with two books. �– Retail Property Riches: Practical Guide to Commercial Real Estate Investing

– Practice Guide to Commercial Leases.

Capital Raising & Investor Relations Experience:

• Founder of Adapt Media Agency, building branding and marketing systems for 800+ companies in Real Estate Syndication.
• Led campaigns responsible for $35B in assets under management
• 100 MM raised in REI

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Health Wealth Capital Responsibilities:

• Develop and execute capital-raising strategy, building relationships with investors and fund managers.

Aman Gambhir

Acquisition

& Analytics

Acquisition & Analytics Experience:

• Founding Principal Consultant at Caston Corporate Advisory Services, providing investment banking solutions, including projects spanning distressed assets, private equity, mergers and acquisitions, real estate, and debt syndication.

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Health Wealth Capital Responsibilities:

• Leads our Analytics processes, leveraging his and his team’s extensive investment banking & real estate analysis expertise.

Joe A. Romberg

Principal, with Lutkins & Annis Attorneys specializing in healthcare transactions and real estate matters.

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Professional Services

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Trinity Bradley-Anderson

Tax Partner, Stockman Kast Ryan & Company.

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Weekly Accounting

Full service accounting and booking firm providing detailed weekly reporting, budgeting, and forecasting.

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Health Wealth Capital Team

Derek �Peterson

Chief Investment Officer

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Justin�Deutsch

Chief Financial �Officer Advisor

Chief Financial Officer� Experience:

• CFO of Guardian Dentistry Partners with $+390M and +165 locations.
• Founder of Montage Dental Group.
• Former VP of Healthcare Commercial Lending at East West Bank.��

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Health Wealth Capital Responsibilities:

• Leads Acquisition & Accounting processes

Former aerospace engineer and manager with 20 years of experience from designing the Boeing 787 wing, to COO of a small manufacturing company, to Program Manager of a $120M military aircraft program.

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Started in real estate in 2018 with a small duplex, and quickly scaling into commercial properties by 2021.

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Strategically invested and partnered on:

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2,400+ multifamily units

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6 build-to-rent developments

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50+ medical office buildings

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Seed investments in tech startups

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Flint Jamison

Co-Partner

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A Track Record

OF SUCCESS!

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$100 Million

$100 Million

+120

"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 Aj made it an easy choice to invest. It has turned out to be a wise decision as the value of my investment has increased and it has provided me with some passive income. I am totally comfortable with the value my investment provides me and I owe the success of this to the manager of the business. Thanks Aj, for adding value to owning commercial real estate."

DR. TONY L.

OWNER DENTIST

"I have been a medical retail property investor with A.J. since inception in 2017. I understand the investment model and Aj Peak, CEO, has put together a balanced portfolio of properties. Specifically, balanced means that he identifies properties that appreciate in value, can service debt, have long term leases with rent increases while providing investor's distributions of 8%. It's not an easy task and he's demonstrated a keen eye for valuations and picking properties that will perform. I would say that he understands an old real estate adage that you make your profits on the buy, not the sell."

DR. LOU T.

OWNER ORTHODONTIST

$100 Million

Capital Raised from investors who are alumni of top-tier institutions, including but not limited to

Building Asset Portfolio

Dental Service Organization

Commercial Leases Secured

Are you still investing�IN MULTIFAMILY?

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While multifamily investments have long been a popular choice, it's essential to consider the associated risks:

Competitive Risk

The multifamily market is highly competitive. New developments can quickly erode property values and rental income.

Operational Risk

Rising operating costs and property taxes can significantly impact profitability.

Economic Risk

Economic recessions can lead to increased vacancy rates, decreased rental income, and lower property values.

#1

#3

#2

The problems of investing�IN MULTIFAMILY

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Tenant Turnover Risk

High tenant turnover that leads to increased vacancy cost & operational expenses.

Short Term Leasing Risk

Short-term leases that creates income instability.

Rent Delinquency Risk

Constant gamble on creditworthiness based on FICO score, that leads to higher tenant defaults.

#4

#6

#5

Is there a better investment

OPPORTUNITY?

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Why Invest

in Healthcare

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REAL ESTATE?

• Strong and Reliable Tenants:

Healthcare is a recession-resistant industry with consistent demand, ensuring stable rental income.

• Long-Term Leases:

Secure 10-15 year leases provide predictable cash flow and reduce tenant turnover risk.

• Arbitrage Opportunity:

Capitalize on the difference between current cap rates and potential REIT valuations for significant upside.

Medical Office Building Occupancy Climbing Across Top 100 Metro Areas

Top 100 Metros Supply & Demand Quarterly Completions, Absorption & Occupancy

Why NNN�LEASES?

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Predictable Cash Flow

7 to 8% cash-on-cash projection

Long-Term Leases

+10 years

Minimal Operating Expense Risk

Tenant responsible for most expenses

Reduced Management Responsibilities

How we select

DEALS?

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Our investment criteria ensure that only the most promising opportunities make it into our portfolio.

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We prioritize:

• Strong tenant profiles:

Medical Tenants with + 4.5 – 5.0 Google ratings

• High Rent paying capacity:

Rent less than 10% of tenant revenue

• Long Term NNN leases:

+10 years triple-net leases for stable income

• Favorable Market Conditions:

+50,000 growing population within 10 miles

• Targeted returns:

+8% cap rate and 7 to 8% cash-on-cash projection

Why We Select Dental

CLINIC TENANTS?

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Largest medical vertical in U.S. experiencing only 2 down years in previous 24 years

Mature dental buildings with 10-year leases trade in the 6 and 7 cap rate zones

National Dental Expenditures, 2000-2024 (Constant 2024 Dollars, Billions)

Our Data Driven

PROCESS

Meticulously screen & score medical tenant leads based on +30 data points

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Screen:

Auto Scoring

Underwrite Building:

Custom Valuation Model

Submit LOIs:

Industry leading LOIs

Model out 6 to 8 building purchases per week

Submit 4 to 6 detailed LOIs per week

Underwrite tenant financials using custom model & use tailored project plans to close

Underwrite Tenant & Close:

Tenant Financial Diligence

Our Completed DEALS

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(1) Affiliated entities aligned to represent assets as a combined package to pursue optimized planned sale to a REIT in the future (2) Higher IRR estimates are a function of 80% loan to value leverage, presently pursuing lower risk via 65% LTV

65% LTV

80% LTV²

Our Completed DEALS

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(1) Affiliated entities aligned to represent assets as a combined package to pursue optimized planned sale to a REIT in the future (2) Higher IRR estimates are a function of 80% loan to value leverage, presently pursuing lower risk via 65% LTV

Flexible exit

STRATEGIES

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• Sale to a REIT:

Leverage the deep pockets of a Real Estate Investment Trust for a potentially lucrative 25-35% IRR upside exit.

• Conversion to a REIT:

Explore the option of converting your investment into a REIT for ongoing income and potential appreciation.

• Individual Property Sales:

Liquidate your investment by selling individual properties leading to our 16-20% targeted base case IRR.

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Unlocking

VALUE

Healthcare REITs Implied Cap Rate

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• Scaling Up for Bigger Returns:

Generating over $10 million in NOI could lead to a lucrative sale to a Healthcare REIT or the formation of an UPREIT.

• Higher Valuations for Healthcare REITs:

With last year’s Healthcare REIT cap rates as low as 4.88%, there’s a clear arbitrage opportunity for us to scale and achieve higher valuations.

• Lower Cap Rate, Higher Returns:

Selling in the future at a 5.5% versus 6.8% cap rate means our five-year game plan's success rate jumps from a great 16-20% IRR to an amazing 25-35% IRR.

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• Smart Buys, Big Profits:

We target selling our medical buildings at a 6.5% to 7.5% cap rate, with smaller transactions to private buyers.

Leveraging Scale for Maximum Returns in Healthcare REITs.

Forecasted future exit cap rate ranged used for existing portfolio & prospective purchases (e.g., 6.5-7.5)

6.62

6.64

Forecasted future exit cap rate ranged used for existing portfolio & prospective purchases (e.g., 6.5 to 7.5%)

+1.0 SPREAD

Recapping the Health Wealth Capital

DIFFERENCE

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Expert Medical Tenant Underwriting

• Analyzed 500+ medical/dental practices’ financials
• Developed proprietary methodology to select financially stable tenants

Strategic Industry Connections

• Deep network across real estate & medical practice brokers, and private equity
• Access to exclusive and attractive investment opportunities

Market-Driven Property Selection

• Focus on markets with population growth or stability
• Ensures long-term demand and viability of investments

Proven Triple Net Lease Negotiation

• Negotiated and managed 120+ triple net leases
• Secured optimal risk-adjusted lease agreements

Robust Downside Risk Management

• Managed a nearly $100M revenue dental group
• Expertise in tenant default management and operational takeovers

Scalable Growth & Exit Strategy

• Scaling to $+15M in NOI to unlock lucrative exit options via sale or conversion to a Healthcare REIT
• Lower cap rate exit could nearly triple investor returns (~3.0x vs. ~2.0x)

Our Current Series 3

OFFERING

• Total Purchase Price $+75M ��
• $+6M in Net Operating Income (targeting weighted average +8% entry cap rate)�
• Represents +50 medical buildings

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KEY FINANCIAL METRICS:

INVESTMENT SUMMARY:

• 16-20% IRR (base case) and 25-35% IRR (upside scenario - selling to REIT)�
• 2 to 3x Multiple Return on your Invested Capital�
• 7 to 8% Cash on Cash Returns

Example Medical Buildings

Dental Practice

Paramus, NJ

Assumed

1

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Dental Practice

Paramus, NJ

Assumed

1

Example Medical Buildings

Care Practice

Muskogee, OK

Assumed

1

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Example Medical Buildings

TBD

TBD

TBD

TBD

Care Practice

Muskogee, OK

Assumed

1

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Timeline TO INVEST

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flint@vestuscapital.com

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425-750-8595

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Disclaimers

This Property Summary has been prepared solely for, and is being delivered on a confidential basis to, persons considering a possible business relationship with the Company (defined herein). This Presentation is for informational purposes only and does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation to purchase any equity, debt or other financial instrument of the Company. No offer of securities shall be made except by means of a private placement memorandum meeting the requirements of the Securities Act of 1933, as amended, and applicable regulations of jurisdiction in which such an offer may be made. Any reproduction of this Property Summary, in whole or in part, or the disclosure of its contents, without the prior written consent of the Company, is prohibited.

By accepting this Property Summary, each participant agrees: (i) to maintain the confidentiality of all information that is contained in this Property Summary and not already in the public domain and (ii) to use this Property Summary for the sole purpose of evaluating a business relationship with the Company.

Forward-Looking Statements 

This Property Summary includes “forward looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as “forecast”, “intend”, “seek”, “target”, anticipate”, “believe”, “expect”, “estimate”, “plan”, “outlook” and “project” and other similar expressions that predict or indicate future events or trends or that are not statements of historical matters. Such forward-looking statements include estimated financial information.

Such statements with respect to revenues, earnings, performance, strategies, prospects and other aspects of the business of the Company and are based on current expectations that are subject to known and unknown risks and uncertainties, which could cause actual results or outcomes to differ materially from expectations expressed or implied by such forward looking statements. These factors include, but are not limited to: (1) The inability of the Company to secure sufficient financing on favorable terms to acquire and operate the targeted properties; (ii) the possibility that the Company may be adversely affected by other economic, business and or competitive factors; (iii) an unexpected and unforeseeable event or events that adversely affect projections due the economic climate, weather events or events that uniquely affect acquired properties, including but not limited to litigation, latent building issues, or infrastructure issues; and (iv) other risks and uncertainties indicated from time to time in the final private placement memorandum prepared by the Company, including those under “Risk Factors” therein, and other certain other documents attached to and incorporated in a private placement memorandum for the Company. You are cautioned not to place undue reliance upon any forward-looking statements, which speak only as of the date made.

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The Company undertakes no commitment to update or revise the forward-looking statements whether as a result of new information, future events or otherwise. Anyone using the Property Summary does so at the their own risk and no responsibility is accepted for any losses which may result from such use directly or indirectly. Recipients should carry out their own due diligence in connection with the assumptions contained herein. Although the Company may from time to time voluntarily update its prior forward-looking statements it disclaims any commitment to do so whether as a result of new information, future events, changes in assumption or otherwise except as required by securities laws.

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The financial and operating projections contained in this Property Summary represent certain estimates as of the date hereof. The Company’s accountant has not examined, reviewed or compiled the projections and accordingly expresses no opinion or assurance that the projections contained herein will accurately reflect the Company’s results of operation or financial condition. The projections are presented in non-GAAP format. Assumptions and estimates underlying prospective financial information are inherently uncertain and are subject to a wide variety of significant business, economic and competitive risks and uncertainties that could cause the actual results to differ materially from those contained in prospective financial information. Accordingly, there can be no assurance the prospective results are indicative of the future performance of the Company or that actual results will not be materially different from the projections as presented. Inclusion of the prospective financial information in this Property Summary should not be regarded as a representation by any person that the projections contained herein are indicative of future results or will be achieved. These variation variations could materially affect the ability to make payments with respect to any of its outstanding and or future debt and service obligations.”

Industry and Market Data 

Unless otherwise noted, the forecasted industry and market data contained in the assumptions for the projections are based upon the Company management’s estimates and industry and market publications and surveys. The information from industry and market publications has been obtained from sources believed to be reliable, but there can be no assurance as to the accuracy or completeness of the included information. The Company has not independently verified any of the data from third-party sources, nor has it ascertained the underlying economic assumptions relied upon therein. While such information is believed to be reliable for purposes used herein, none of the Company, their respective affiliates, not their respective directors, officers, employees, member, partners, shareholder or agents many any representation or warranty with respect to such information.

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