Jarrod and Michael are back to explore a seismic shift happening right now in healthcare delivery—and what it means for real estate investors who are paying attention.

In this episode, the hosts unpack the dramatic transition from inpatient to outpatient care models, and why this is a fundamental transformation in how healthcare is delivered. Today’s patients want convenience and accessibility above all else, and that’s reshaping everything from where facilities are built to how healthcare systems plan for the future.

Jarrod and Michael explain why healthcare real estate has officially graduated from “alternative asset” status to “essential investment category,” driven largely by this outpatient boom. But here’s the catch: not all healthcare properties are created equal. The success of these investments hinges on strategic planning and—more than ever—location optimization.

This episode is a wake-up call for both investors and healthcare systems. The old playbook doesn’t work anymore. Whether you’re evaluating potential properties or trying to understand where the healthcare industry is headed, this conversation will give you the insights you need to stay ahead of the curve.

Tune in to discover why the future of healthcare real estate is all about meeting patients where they are—literally.

Healthcare real estate has quietly become one of the most resilient investment opportunities in today's market—but it wasn't always this way. In this episode, we explore how this once-overlooked asset class has evolved into a cornerstone of smart investment strategy, driven by powerful demographic shifts and rapid technological advances.

What makes healthcare real estate different? While traditional sectors like hospitality and retail can swing wildly with economic changes, healthcare facilities have proven remarkably stable—even thriving during major crises like the 2008 financial meltdown and the COVID-19 pandemic. The reason is simple: people always need healthcare.

We break down the strategic thinking investors need right now, especially as they navigate rising interest rates and global uncertainty. The key? A balanced "barbell approach" that combines rock-solid medical facilities with emerging opportunities in senior living and life sciences. Whether you're an experienced investor or just curious about where the smart money is moving, this conversation reveals why healthcare real estate offers a rare combination of stability and growth potential in an otherwise turbulent economic landscape.

Jared Daddis and Michael Ray dig into how healthcare real estate went from being a niche play to something serious investors can’t afford to ignore. They talk through why capital is moving into the space and what it takes to get positioned.

The conversation kicks off with the big shift happening in the market. Healthcare real estate used to sit on the sidelines, but that’s changing fast. Jared and Michael look at how high-net-worth investors and institutions are adjusting their strategies—and what everyday investors can pick up from watching the smart money move.

From there, they get into the barbell strategy, a way of thinking about balancing safer, core assets with riskier opportunistic bets. It’s especially useful for family offices putting real capital to work in real estate. The hosts break down how to chase growth without overexposing yourself.

They wrap up by questioning whether the old investment playbook still makes sense. Traditional asset classes are facing real headwinds, and Jared and Michael push listeners to take a fresh look at where healthcare real estate might fit—even if it wasn’t on their radar before.