Our Focus
We are an investor-centric firm focused on both institutional capital joint ventures as well as private capital and tax-advantaged real estate investments. Our goal is to bring our institutional investment experience to private investors, specifically in the rapidly evolving healthcare real estate sector.
HPA Exchange places its investors first, seeking stabilized, resilient investments with potential to perform in both successful and challenging economic environments, with extreme focus in detailed day-to-day asset management. We believe in upholding institutional-quality standards with the speed and forward thinking of entrepreneurial execution. HPA Exchange invests in high-quality, well positioned, high barrier-to-entry, resilient ambulatory medical-focused real estate, as well as carefully selected specialty assets in the rapidly evolving life science and behavioral health spaces.
HPA Exchange is a vertically integrated, internally managed real estate investment platform which acquires, owns and actively manages single- and multi-tenant medical and life science centric properties throughout the United States. We focus on strategically essential and mission critical assets with primarily institutional-grade or high-quality tenants including health system and physician groups. We approach each acquisition with a proactive asset management perspective, creating value on many levels throughout the life of each project’s hold period.
The HPA Exchange platform offers private investment programs with both short- and long-term goals to individual investors seeking solutions aimed at providing predictable income, capital growth and tax-advantaged benefits. Our team brings proven institutional expertise and a well-tuned real estate investment platform to private investors and seeks to become the leader in the healthcare real estate sector for private investors investing through registered investment advisory firms, broker-dealers and financial advisors. We provide both investors and sellers of healthcare real estate the ability to accomplish their short- and long-term goals in a tax beneficial manner through Delaware statutory trust (DST) ownership and 721 exchange structures, as well as through traditional joint ventures and multiple fund vehicles with healthcare strategies.
Delaware Statutory Trust (DST) Investments
Many investors get to a point in their lives where they choose not to continue to operate their real estate assets in an active capacity. Some are engaged in estate planning and want to leave the equity and passive income streams to their heirs, who may not be prepared or have the desire to actively manage such assets. Some investors may want to be removed from such time-intensive day-to-day involvement to have more time for themselves for travel, family or other endeavors.
We structure portfolios that function as passive income vehicles, while still leaving the owner in full control of their real estate investment choices in the present and the future. We implement a structured Section 1031 exchange for such acquisitions, which allows for the deferral of capital gains taxes and/or recapture of depreciation. HPA Exchange acquires high-quality healthcare-focused commercial income properties, places non-recourse financing on the properties and provides institutional-quality property, asset management, and reporting while seeking to provide consistent distributions to all investors.
The DST ownership structure makes these investments ideal for investors who are in a 1031 exchange. The investment amount is flexible, starting at $50,000, which is also beneficial to 1031 exchange investors who are trying to invest an amount equivalent to their down-leg exchange. Our typical hold period per asset is three- to-six years, and we believe in offering DST investors the ability to 1031 exchange again post-hold at their own discretion and/or potentially 721 exchange into a diversified fund structure for long-term equity growth and cash flow potential.
Investment Funds
The HPA Exchange Fund Series is aimed to provide passive investment income opportunities for accredited investors including high-net-worth individuals, family trusts, foundations, and institutional investors. As a follow-on to our HPA Growth Fund, our goal is to create fund strategies with both value-add and stabilized cash flowing healthcare-focused real estate properties to provide investors with a diversified portfolio akin to institutional investors.
For more information, please contact us.
Managed Private Client Ownership Program
Our Managed-Private-Client Ownership program is a structured real estate investment service for investors who want to invest directly with a turnkey package of services for acquiring, financing, and managing a customized portfolio of commercial properties. You will be presented with properties best matching your carefully designed criteria, including pricing and cash flow projections. This option is best for investors who want majority ownership or sole ownership with a semi-passive experience. We coordinate directly with your exchange accommodator, so that the identification and exchange process are seamless. This turnkey strategy also includes all legal work, escrow and closing, and we provide a tax opinion for investors who are in a 1031 exchange. We focus on assets that are $1.5 million in size or larger. This program is typically best for partnerships coming into an exchange together or for family offices or high-net-worth investors with significant exchange capital.
For more information, please contact us.
This is neither an offer to sell nor a solicitation of an offer to buy securities described herein. An offering is made only by the Confidential Private Placement Memorandum (PPM). This sale and advertising literature must be read in conjunction with the PPM in order to understand fully all of the implications and risks of the offering to which it relates. A copy of the PPM must be madeavailable to you in connection with an offering. Prospective Members should carefully read the PPM and review any additional information they desire prior to making an investment and should be able to bear the complete loss of their investment. Securities offered through American Alternative CapitalSM (AAC), LLC, member FINRA/SIPC. Only available in states AAC is registered. American Alternative Capital and HPA Exchange LLC are not affiliated companies. You can check the background of AAC on FINRA’s BrokerCheck.