Case Study: Montgomery Family Medicine achieves positive cash flow and 21.5% leveraged returns with Lee & Associates

Montgomery Family Medicine achieves 21.5% leveraged return with Lee & Associates

Montgomery Family Medicine, a long-established medical practice, faced the challenge of expanding beyond their leased space. They wanted to own their next facility but were presented with a financially distressed, multi-tenant retail property that was four times larger than needed and had significant vacancy and access issues. Lee & Associates was engaged to help them navigate this complex real estate acquisition.

Lee & Associates devised a solution where the practice purchased the larger building, bringing in equity partners and securing a $2.7 million loan to fund over $1 million in renovations. The vendor managed tenant relocations and new leases, achieving 100% occupancy within nine months. As a result, Montgomery Family Medicine became the anchor tenant in a fully renovated, income-producing asset. Lee & Associates helped them realize immediate positive cash flow and an approximate 21.5% leveraged return for investors within the first year.

Montgomery Family Medicine