Case Study: Montgomery Family Medicine achieves positive cash flow and an income-producing asset 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 outgrowing its existing space and sought to own its next facility. Their initial search for a suitable single-occupant building presented financial difficulties. Lee & Associates was engaged to help them find and acquire a property that could meet their needs while also serving as a sound investment.

Lee & Associates proposed a strategy of acquiring a larger, multi-tenanted property. They secured additional investment partners, arranged financing, and managed over $1 million in renovations. The vendor also relocated existing tenants and negotiated new leases to achieve full occupancy. As a result, Montgomery Family Medicine became the anchor tenant in a fully renovated, income-producing asset that generated positive cash flow immediately and delivered a 21.5% leveraged return to investors within the first year.

Montgomery Family Medicine