INVESTMENTS

Where We Put Our Capital

ACTIVE - open now

Health Wealth Fund One LLC - Series 3

In partnership with Health Wealth Capital

Medical Real Estate

16-20% Target IRR

$50K Tax Deduction

The Health Wealth Fund invests in medical and dental real estate, an asset class built on long-term Triple-Net leases with recession-resistant healthcare tenants. The strategy targets stable, predictable distributions paired with meaningful tax advantages, designed for investors seeking durable income across market cycles.

This opportunity is offered through CGM Alternatives' partnership with Health Wealth Capital, a proven medical real estate operator led by A.J. Peak with a track record of $100M+ in equity and debt raised.

FUND SUMMARY

Fund

Health Wealth Fund

Asset Type

Medical Real Estate

Strategy

NNN Lease + Tax Advantaged

Targeted IRR

16-20% (25-35% upside)

Equity Multiple

2-3x

Preferred Return

8%

Cash on Cash

7-8% quarterly

Hold Period

5 years

Tax Benefit (Yr 1)

~$50K / $100K invested

Operator

Health Wealth Capital

Status

Active Opportunity

Track Record

Closed partnerships, in order of most recent.

CLOSED

April 2026

Rise Bluestone

In partnership with Rise 48

ASSET TYPE

Class B Multifamily

LOCATION

Raleigh, NC

Units

268

Strategy

Light value-add + tax abatement

CLOSED

APRIL 2026

Rise Bluestone

In partnership with Rise 48

ASSET TYPE

Class B Multifamily

LOCATION

Raleigh, NC

Units

268

Strategy

Light value-add + tax abatement

Institutional-grade real estate opportunities. Deals built by sophisticated operators. Strong opportunities simplified for any investor.

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This site is for informational purposes only and does not constitute an offer to sell or solicitation to buy any securities. For accredited investors only.