The Move

NexCore Group

Conversations exploring why healthcare real estate is moving from “alternative” to essential.

Season 1

  1. EPISODE 1

    The Asset Class Hiding in Plain Sight

    Join hosts Jarrod Daddis (NexCore President) and Michael Ray (NexCore CIO) as they dive into the world of healthcare real estate—an investment sector that’s quietly transforming from a niche alternative asset into a cornerstone of smart portfolios. In this inaugural episode, Jarrod and Michael break down why healthcare real estate deserves your attention. From the undeniable impact of an aging population to the surge in demand for outpatient services, the fundamentals driving this sector are impossible to ignore. Add in the fact that many existing healthcare facilities simply can’t keep up with modern needs, and you’ve got a perfect storm of opportunity. Think healthcare real estate is too complicated or too regulated? Think again. The hosts tackle this common misconception head-on, revealing why this sector is far more accessible than most investors realize. They also share personal stories about their own experiences with healthcare facilities, reminding us that these aren’t just properties, they’re spaces that touch every one of our lives. This episode will challenge you to rethink healthcare real estate’s role in your investment strategy. Tune in to discover why this sector might be the opportunity you’ve been overlooking.

    30 min

  2. EPISODE 2

    Outpatient Is the New Normal

    Jarrod and Michael are back to explore a seismic shift happening right now in healthcare delivery—and what it means for real estate investors who are paying attention. In this episode, the hosts unpack the dramatic transition from inpatient to outpatient care models, and why this is a fundamental transformation in how healthcare is delivered. Today’s patients want convenience and accessibility above all else, and that’s reshaping everything from where facilities are built to how healthcare systems plan for the future. Jarrod and Michael explain why healthcare real estate has officially graduated from “alternative asset” status to “essential investment category,” driven largely by this outpatient boom. But here’s the catch: not all healthcare properties are created equal. The success of these investments hinges on strategic planning and—more than ever—location optimization. This episode is a wake-up call for both investors and healthcare systems. The old playbook doesn’t work anymore. Whether you’re evaluating potential properties or trying to understand where the healthcare industry is headed, this conversation will give you the insights you need to stay ahead of the curve. Tune in to discover why the future of healthcare real estate is all about meeting patients where they are—literally.

    31 min

  3. EPISODE 3

    Senior Living Has a Supply Crisis

    In this eye-opening episode, Jarrod and Michael tackle one of the most urgent challenges in healthcare real estate: the senior housing shortage that’s unfolding right before our eyes. The numbers are staggering. Every single day, approximately 11,400 Americans turn 65. But here’s the problem: we’re only building around 10,000 new senior living units per year. You don’t need a calculator to see that the math doesn’t work. The gap between what’s needed and what’s being built is growing wider by the day, creating a supply crisis with serious implications for families, communities, and investors alike. So why isn’t more capital flowing into senior housing? Jarrod and Michael dive into the stigma that’s held this sector back—a perception problem that only intensified after COVID-19. But they argue that letting fear and outdated assumptions drive investment decisions means missing the bigger picture. By understanding and articulating the true fundamentals driving senior housing demand, investors and developers can cut through the noise and see this sector for what it really is: an essential investment responding to an undeniable demographic reality. If you’ve been hesitant about senior living investments, this episode will challenge your assumptions and show you why now is the time to take a closer look.

    29 min

  4. EPISODE 4

    The Asset Class That Doesn't Flinch

    Healthcare real estate has quietly become one of the most resilient investment opportunities in today's market—but it wasn't always this way. In this episode, we explore how this once-overlooked asset class has evolved into a cornerstone of smart investment strategy, driven by powerful demographic shifts and rapid technological advances. What makes healthcare real estate different? While traditional sectors like hospitality and retail can swing wildly with economic changes, healthcare facilities have proven remarkably stable—even thriving during major crises like the 2008 financial meltdown and the COVID-19 pandemic. The reason is simple: people always need healthcare. We break down the strategic thinking investors need right now, especially as they navigate rising interest rates and global uncertainty. The key? A balanced "barbell approach" that combines rock-solid medical facilities with emerging opportunities in senior living and life sciences. Whether you're an experienced investor or just curious about where the smart money is moving, this conversation reveals why healthcare real estate offers a rare combination of stability and growth potential in an otherwise turbulent economic landscape.

    29 min

  5. EPISODE 5

    Building a Diverse Healthcare Portfolio

    Jarrod Daddis and Michael Ray dig into how healthcare real estate went from being a niche play to something serious investors can’t afford to ignore. They talk through why capital is moving into the space and what it takes to get positioned. The conversation kicks off with the big shift happening in the market. Healthcare real estate used to sit on the sidelines, but that’s changing fast. Jarrod and Michael look at how high-net-worth investors and institutions are adjusting their strategies—and what everyday investors can pick up from watching the smart money move. From there, they get into the barbell strategy, a way of thinking about balancing safer, core assets with riskier opportunistic bets. It’s especially useful for family offices putting real capital to work in real estate. The hosts break down how to chase growth without overexposing yourself. They wrap up by questioning whether the old investment playbook still makes sense. Traditional asset classes are facing real headwinds, and Jarrod and Michael push listeners to take a fresh look at where healthcare real estate might fit—even if it wasn’t on their radar before.

    27 min

  6. EPISODE 6

    The Evolution of Healthcare Design

    Healthcare real estate isn’t a niche anymore—it’s become essential. In this episode, we dig into why design is the X-factor that separates facilities investors fight over from ones that sit on the market. Steve Christoff has spent his career designing medical spaces that actually work. He breaks down the three forces reshaping healthcare design right now: technology, demographics, and regulation. But the real insight? Buildings that make patients feel better actually perform better—for providers and investors alike. We explore how thoughtful design drives patient behavior, improves outcomes, and creates operational efficiency that shows up on the balance sheet. It’s not just about looking good. It’s about building spaces where healthcare actually happens the way it should. If you’re investing in healthcare real estate without thinking about design, you’re missing half the equation.

    34 min

  7. EPISODE 7

    Experience the Senior Living Boom

    Senior living is no longer a niche investment—it’s becoming one of the most important asset classes in healthcare real estate. In this episode, Jarrod Daddis and Michael Ray unpack why, exploring the demographic wave that’s reshaping the industry: Baby Boomers are aging, and they want something radically different from what their parents settled for. Joining the conversation is Phill Barklow, President of Experience Senior Living, who brings both industry expertise and personal stories to the table. His perspective is clear: senior living communities need to stop feeling like institutions and start feeling like home. That means designing spaces where residents find purpose and belonging—not just care. The throughline here is consumer-centric thinking. When smart architecture meets operational excellence, residents live better and investors see stronger returns. It’s not either/or. By the end of the episode, Jarrod, Michael, and Phill lay out what it actually takes to align capital, operations, and resident experience—and why getting that alignment right is the key to the sector’s future.

    33 min

  8. EPISODE 8

    The Playbook for Uncertain Times

    In the season finale of The Move, Jarrod and Michael sit down with Sir Steven Wilkinson to examine a question that’s been building all season: why is sophisticated capital finally paying serious attention to healthcare real estate? The answer isn’t about square footage or cap rates. It’s about understanding what happens inside these buildings—the workflows, the ecosystems, the outcomes. As Steven frames it, businesses exist to solve problems. And there’s no bigger problem facing Western economies over the next 50 years than healthcare delivery. This episode challenges investors still categorizing healthcare alongside student housing and self-storage to reconsider. These aren’t just properties—they’re essential infrastructure in how care actually gets delivered. For family offices and institutional investors, it’s a different lens: one grounded in demographic inevitability and operational depth.

    43 min
  • 8 Episodes

About

Conversations exploring why healthcare real estate is moving from “alternative” to essential.

Information

  • Creator
    NexCore Group
  • Episodes
    8
  • Seasons
    1
  • Rating
    Clean
  • Copyright
    © Copyright 2026 NexCore Group
  • Show Website
    The Move