The Key to Real Estate Wealth: Syndicated Acquisitions with PCI

Real estate has long been a cornerstone for building and preserving wealth, but navigating its complexities requires expertise, connections, and a strategic approach. At Private Client Investments (PCI), we provide our clients with opportunities to diversify their portfolios through syndicated acquisitions of equity-rich properties. Here’s how we make it happen:

What Is Syndicated Real Estate Acquisition?

Syndicated acquisitions allow multiple investors to pool their resources to acquire high-quality real estate assets. This approach enables investors to access lucrative opportunities that might otherwise be out of reach as individual participants. Whether it’s cash-flowing assets or properties primed for repositioning and sale, PCI ensures every investment is thoroughly vetted and primed for success​.

Why PCI Stands Out

1. Proven Track Record: Since 1990, PCI principals have managed acquisitions and investments that consistently deliver superior returns. For example, a Sherman Oaks office building acquired with nine investors returned four times the initial investment within a decade.

2. High-Quality Partnerships: We work with banks, equity funds, and private sellers to uncover off-market, equity-rich opportunities. This ensures we only present our clients with properties that meet stringent underwriting standards.

3. Flexible Investment Tiers: Whether you’re looking to invest $100,000 or $5 million, we tailor opportunities to match your financial goals. Short- and long-term positions provide flexibility, with investment windows ranging from six months to 36 months​.

4. Transparency and Confidence: Unlike other firms, PCI invests alongside our clients, demonstrating our unwavering confidence in the potential of each transaction​.

What You Can Expect as a PCI Investor

• Due Diligence You Can Trust: Each acquisition is rigorously analyzed by our team of seasoned professionals, ensuring every dollar you invest is safeguarded by data-driven decision-making​.

• Hands-Off Wealth Building: From sourcing to closing, PCI manages every aspect of the investment, allowing you to enjoy the benefits of real estate investing without the headaches​.

• Ethical Expertise: Our impeccable reputation is backed by decades of experience and a spotless legal record as a licensed California broker.

Invest Today for a Brighter Tomorrow

With decades of experience, access to top-tier opportunities, and a commitment to excellence, PCI is your partner in achieving financial growth through real estate.

Join our growing community of investors and start benefiting from the expertise and opportunities that PCI provides. Conctact us for a free consultation

Phone: (310) 400-5599
Email: info@privateclientinvesting.com

Why I Love Lawyers?

In business, having a strong, reliable support system is essential, especially when you’re entrusted with managing and growing investments for \ourselves,young-getting started and high-net-worth individuals. One of the pillars of our success at Goldstalk and PCI has been our legal team.

We engage eight distinct attorneys, each with their own expertise, and often use multiple lawyers to ensure the best outcomes in complex matters. Our team includes Eric Shevin (Los Angeles), Randy Snyder (California and Nevada), Rob Sneiderworm (California and Oregon), Christian Foote (California and Arizona), John V. Tamborelli (Los Angeles), Aaron and Alessandra Messing (New York), Aaron Swerdlow (California), and our Latin American counsel, Andrea Martin and Eric Scharf (Sfera Law, Panama and Costa Rica). Together, they provide us with the legal expertise that supports our every move.

I have the privilege of contacting these attorneys at will—whether it’s after hours, on weekends, or even while they’re on vacation. They aren’t cheap, but they are exceptionally thorough. Their expertise covers real estate investments, trust deeds and loan documents, 1031 exchanges, personal guarantees, cannabis licensing and taxation, contracts, personal matters, and litigation. No matter the issue, I know I can rely on them for sound, timely advice.

My respect for the legal community is also personal. My daughter and several family members are lawyers, which fills me with immense pride. I know firsthand the dedication and attention to detail it takes to thrive in this field. Having such strong ties to the legal world gives me even deeper appreciation for the work these professionals do, both in my family and in my business.

Our long-term relationships with these lawyers provide more than just transactional services. They understand our business deeply and how we operate and often go beyond the billable hour to educate us, consult, and tailor advice to our specific needs. This is part of our “agreement”. This level of commitment gives us the confidence to act decisively and strategically, knowing we have a robust legal foundation to support our approach which may sometimes be perplexing.

We know that our investors must appreciate this attention to detail. High-net-worth individuals often have their own strong relationships with their lawyers and understand the value of having expert legal advisors as part of a well-rounded support system. Our dedication to partnering with super sharp lawyers aligns with our investors’ expectations of excellence and trust in us to manage their interests with integrity.

For us, our lawyers are not just advisors but partners in ensuring that every step we take is grounded in precision, foresight, and in some cases forward thinking. We believe the best offense is a strong defense which is why our lawyers are the best in the business.

Michael Waldman
Managing Partner
Goldstalk, LLC & Private Client Investments, Inc
(310) 400-5599

Securing Capital for Healthcare Facilities in California and Nevada: Tailored Funding Solutions for Elder and Medical Care

At Private Client Investments (PCI), we’re excited to offer tailored financing solutions for healthcare facilities across California and Nevada, addressing the growing demand for elder care and medical facility funding. With the U.S. population aging rapidly, the need for sustainable healthcare financing is paramount. PCI supports facilities like skilled nursing, assisted living, and home health services, helping them expand, modernize, and deliver top-quality care. Our capital deployments are as little as $250k and as much as $5mm with loan terms as short as 6 months and as long as 5 years.

Why Private Client Investments Prioritizes Healthcare Funding

The healthcare sector stands as a robust investment, with high demand and impressive financial resilience. Between 2010 and 2021, healthcare private equity achieved a median IRR of 27.5%, outperforming other industries by nearly 6%. This strong performance highlights the sector's growth potential, supported by a projected 7% compound annual growth in healthcare profit pools.

The aging U.S. population further fuels the demand for healthcare services. By 2030, all baby boomers will be over 65, pushing the senior demographic to 21% of the U.S. population. This demographic change is expected to drive a 5.1% annual increase in health spending, reaching nearly $6.8 trillion by 2030.

At Private Client Investments, we understand these shifts and offer flexible healthcare financing solutions tailored to each facility's needs. This approach, led by Erika Fitzgerald,  ensures that healthcare operators in California and Nevada have the capital they need to thrive while our investors gain from the sector's stability, attractive returns, and low volatility.  We source all of our capital from our pool of smart and active investors…many having a deep sector knowledge which makes our underwriting processes more thorough.

Types of Healthcare Facilities We Finance in California and Nevada

Our healthcare funding extends to various elder care and medical facilities, including:

1. Skilled Nursing Facilities (SNFs): Providing 24-hour care for individuals recovering from illnesses or injuries.

2. Assisted Living Facilities (ALFs): Supporting older adults needing assistance with daily activities but not intensive medical care.

3. Long-Term Acute Care Hospitals (LTACHs): Serving patients with severe conditions that require prolonged hospital stays.

4. Hospice Care Centers: Specializing in palliative care to enhance quality of life for terminally ill patients.

5. Memory Care Facilities: Offering specialized care for patients with Alzheimer’s, dementia, and memory-related issues.

6. Rehabilitation Facilities: Providing physical therapy and recovery services for post-surgery or post-stroke patients.

7. Adult Day Care Centers: Offering daytime supervision and activities for seniors who live at home.

8. Home Health Care Services: Delivering medical and supportive care to elderly patients in their homes.

Each of these facilities play a crucial role in serving the needs of an aging population in California and Nevada. Our customized financing solutions are designed to empower these essential service providers in expanding their reach and impact.

Healthcare Financing Solutions We Offer

Our healthcare financing options are crafted to address the sector’s diverse capital needs:

1. First Trust Deeds on Real Estate: Ideal for operators seeking capital while retaining property ownership, providing a stable funding source for expansions.

2. Second Trust Deeds: Bridging the gap when primary financing doesn’t fully cover capital needs, offering additional funds for operations.

3. Corporate Debt: Tailored for substantial financial requirements, supporting facilities in meeting growing demand.

Building Partnerships with Industry Professionals

To foster meaningful partnerships and access high-quality funding opportunities, Private Client Investments collaborates with lawyers, CPAs, brokers, and healthcare consultants throughout California and Nevada. These professionals offer valuable insights and connections within the healthcare industry, making PCI a trusted resource for clients seeking specialized healthcare funding.

Your Trusted Partner in Healthcare Financing

For healthcare facilities in California and Nevada seeking reliable funding, Private Client Investments is here to support growth and operational success. Our capital solutions empower healthcare providers to focus on patient care and expand their community reach. Contact us today at (310) 400-5599 to explore tailored funding options for your facility and learn how PCI can contribute to your growth.