Deal Criteria
A Long Term Perspective
Inception partners with preexisting family office relationships and select institutions who share in our philosophy of long term investing. We have no mandated sell dates for our acquisitions and like investments we can hold forever.
Real Estate
We develop select sites in high barrier areas and reposition complicated properties that need institutional sophistication with entrepreneurial nimbleness. Our real estate investment strategy is structured for property owners interested in joint ventures and dispositions with active real estate operators.
Operating Businesses
Our corporate acquisitions are tailored for owners interested in the continuity of their legacy. We leverage deep networks across target industries to provide leadership succession for business owners at executive and board levels.
Representative deals
ShareMD Asset Management
Share MD Asset Management is a spinoff of a healthcare organization’s real estate management. This corporate divestiture is owned as a joint venture between Inception, ShareMD, . ShareMD Asset Management runs the day-to-day management on approximately 1,300,000 square feet of medical office space across the country. ShareMD Asset Management's business has grown by almost 100% since the spinoff in January 2020.
ShareMD's joint venture of the spin-off freed up resources to focus on their core healthcare business while affording the organization best-in-class asset and property management at a cost lower than market rates for the services.
ShareMD Asset Management is an asset-lite real estate play for Inception which levers its deep knowledge at the nexus of real estate and healthcare.
Downtown West Medical
Downtown West Medical is an award-winning medical campus in Los Angeles Inception completed in 2019. The development and its illuminated silhouette of the city skyline is noticeable by the 350,000 cars that pass by it every day on the Santa Monica Freeway.
The 250,000 square feet completed to date as part of a multi-phase plan is already the largest independent medical campus in downtown L.A.
Subject of a story in The Wall Street Journal for Inception's bullishness of a speculative medical office development, Downtown West is the product of our deep understanding and insight of the Southern California healthcare real estate market. The campus was so well received by the medical community, it secured an anchor tenant prior construction at record rental rates for the sub-market, and is in leasing for a second phase.
Downtown West marked the first major new development project for the Pico-Union neighborhood of Los Angeles in three decades, designated a medically under served area due to the extremely low ratio of healthcare providers per resident. This project serves as the regional flagship location for HealthCare Parners, a subsidiary of United Healthcare.
Early Education Consolidation
Inception is growing an early education and childcare center platform company through a real estate expansion strategy and consolidation with add-on centers. Access to quality affordable childcare is a problem not just for the future of America's young, but an equity issue for women, who disproportionately carry the burden of balancing career opportunities with childcare, and a bottleneck to the growth of many local economies and organizations.
Because of the many overlaps between healthcare and childcare in strategic public and private relationships, regulatory intensiveness, and industry cultures, Inception is able to lever its resources to support the growth in an under supplied industry.
Inception's strategy involves both real estate and operational expansion plans. Childcare is a relatively real estate efficient investment, where locations can be on par in both occupancy capacity and revenues with traditional real estate investments orders of magnitude larger, but with much lower capital investment.
Alchemist Homes
Inception acquired a Portland-based custom home builder and repositioned to larger scale multifamily, subdivision, and small commercial construction for Inception's own developments and for 3rd party clients. Alchemist's pipeline of work exceeds $40M.