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.

3 Types of People We Source Deals With

Private Client Investments, Inc. sources opportunities for our group of investors. These opportunities include:

• Acquisition of discounted performing and non-performing notes (seller carry-backs OK) 

• Private Note hypothecations (Debt against notes) 

• Junior Debt against multi-residential and all commercial assets

• All Apartment and Commercial Debt or Acquisitions (premium rates)

• Arranging value-add real estate (Off market, short-sale, trustee sale, flip, wholesale)

• Arranging debt and equity investments as well as partnership interests in the cannabis industry 

We find these through a variety of source channels within the finance and real estate industry.

Here are the top 3 types of people we source deals from:

1. Loan Officers

   A loan officer is a representative of a bank, credit union, or other financial institution who assists borrowers in the application process. Loan officers have a constant supply of applicants who need extra assistance outside of what the loan officer can offer.

2. Wealth Managers

   A wealth manager typically refers to a specific kind of financial advisor whose work focuses on topics that concern their clients who usually have a high net worth. We provide them with best-suited opportunities for wealth managers to grow their client’s portfolio, or often times we will be provided with a deal to review and fund or raise capital.

3. Brokers

A real estate broker is a person who represents sellers or buyers of real estate or property. Brokers works to negotiate and arrange real estate transactions. This licensed individual has daily duties that include writing contracts and overseeing transactions for sales and purchasing activities on homes, land and commercial properties. Brokers are a great source for us. We specialize in commercial real estate and have a broker’s license to make the transaction seamless.

If you are any of the above, contact us to see if we are the right fit to work with you.