The Move, Season 1, Episode 1
About This Episode
Join hosts Jarrod Daddis (NexCore President) and Michael Ray (NexCore CIO) as they dive into the world of healthcare real estate—an investment sector that’s quietly transforming from a niche alternative asset into a cornerstone of smart portfolios.
In this inaugural episode, Jarrod and Michael break down why healthcare real estate deserves your attention. From the undeniable impact of an aging population to the surge in demand for outpatient services, the fundamentals driving this sector are impossible to ignore. Add in the fact that many existing healthcare facilities simply can’t keep up with modern needs, and you’ve got a perfect storm of opportunity.
Think healthcare real estate is too complicated or too regulated? Think again. The hosts tackle this common misconception head-on, revealing why this sector is far more accessible than most investors realize. They also share personal stories about their own experiences with healthcare facilities, reminding us that these aren’t just properties, they’re spaces that touch every one of our lives.
This episode will challenge you to rethink healthcare real estate’s role in your investment strategy. Tune in to discover why this sector might be the opportunity you’ve been overlooking.
Key Themes and Takeaways
- Healthcare real estate has gone mainstream. Once considered a niche alternative asset, healthcare real estate has become an essential component of smart investment portfolios — and the fundamentals driving that shift aren’t slowing down.
- Demographics are destiny. An aging U.S. population is creating sustained, long-term demand for healthcare facilities and services. This isn’t a trend. It’s a structural change in how capital needs to be deployed.
- Outpatient is where the growth is. The shift from inpatient to outpatient care reflects a fundamental change in how healthcare is delivered. Investors who understand this transition are positioned to capture emerging opportunities.
- Existing facilities can’t keep up. Many healthcare buildings were designed for a different era. The gap between what’s needed and what exists creates a compelling development and repositioning opportunity.
- It’s more accessible than you think. The perception that healthcare real estate is too complicated or too regulated keeps many investors on the sidelines. The reality is far more approachable — and the barriers to entry are lower than most assume.
- This is personal. Healthcare facilities aren’t abstract assets — they’re spaces that touch every one of our lives. That connection makes this sector uniquely meaningful for investors who want their capital to matter.
Chapters
- 00:03 – Introduction to Healthcare Real Estate
- 02:54 – Understanding Healthcare Real Estate
- 12:49 – The Shift to Outpatient Care
- 21:35 – The Aging Demographic and Healthcare Opportunities
- 28:19 – Understanding Healthcare Real Estate
About the Hosts
Jarrod Daddis is President and Managing Partner at NexCore Group, where he leads strategic and operational functions across the company’s eleven offices.
With 27 years of experience in healthcare, life sciences, and seniors housing real estate development, Jarrod has transacted billions of dollars in real estate while building lasting relationships with clients and colleagues.
Connect with Jarrod Daddis on LinkedIn.
Michael Ray is Chief Investment Officer at NexCore Group, where he leads the company’s investment and capitalization strategies.
With a background as a private equity attorney and real estate investment professional, Michael specializes in creating deal structures that drive strategic alignment and positive outcomes for physicians and capital partners alike.
Connect with Michael Ray on LinkedIn.