Westgate


MEET THE
TEAM

Our team has over 100 years of combined experience in senior housing, healthcare and real estate, and have acquired, developed and financed over $1 billion in healthcare transactions

Luke has over 20 years of experience as a finance and real estate professional with a focus in acquisition, financing, valuation and analysis of healthcare real estate assets.  Prior to his role at Inspired Healthcare Capital, Luke was a Vice President of Capital Markets at Transwestern where he was a healthcare consultant to private equity funds, REITs, operators and developers. Preceding Transwestern, Luke served as Acquisitions Manager at Healthcare Trust of America REIT (HTA), a publicly traded REIT.  While working in the REIT industry, Luke sourced and closed over $700 million in acquisitions, where he was responsible for building Argus models, underwriting acquisition opportunities and managing the due diligence process.

Prior to HTA, Luke earned his appraisal license as a valuation manager at CB Richard Ellis, providing valuation and advisory services for existing and proposed commercial properties including retail, office, multifamily, industrial, hotels and special-use projects. Additionally, Luke achieved his CPA designation during his tenure at Ernst & Young, LLP, where he was early promoted to a manager within the firm’s Real Estate Advisory Group.  Luke began his career at Raymond James as a financial analyst, where he attained his Series 7 and 63 licenses.

Luke received a Bachelor of Science degree in Finance from Arizona State University and a Master’s degree in Accountancy from the University of Notre Dame, where he graduated with honors.

Luke has attained the following designations/licenses:

·         Real Estate Salesperson License

·         Certified General Real Estate Appraiser

·         Certified Public Accountant (CPA)

Luke Lee currently serves as Chief Executive Officer for Inspired Healthcare Capital. As CEO, Luke is responsible for the strategic growth and vision of the fund, and establishing operational priorities and providing leadership that will promote effective overall management of the fund.

Luke Lee
Chief Executive Officer

Luke Lee

EXECUTIVE TEAM

Patrick Lam
President of Capital Markets
National Sales Manager

Patrick Lam

Patrick is the President of Capital Markets and National Sales Manager of the distribution team at Inspired Healthcare Capital. 

Prior to joining Inspired Healthcare Capital, Patrick held  similar roles at Griffin Capital, MetLife Investors, AIG SunAmerica and Nationwide Annuities.  Patrick has raised over $1.2 Billion during his 16+ year career in capital markets. Patrick brings to the team a wealth of experience in fundraising and fund structuring.

 

Patrick and his family live in San Mateo, California.  He graduated from the University of California, San Diego with a Bachelor of Science degree in Management Science of Economics.

Director of Finance

Paolo Chen

Paolo serves as Director of Finance for Inspired Healthcare Capital.  He is responsible for accounting, tax, budgeting and financial reporting for Inspired Healthcare Capital and its funds.

Paolo Chen

Paolo has more than 15 years of accounting and finance

experience from both public and private companies in industries ranging from construction, investment, advertising, healthcare technology, and to professional service. He has led a broad range of controller and finance responsibilities with operations ranging from $15M to over $100M in annual revenues. Prior to joining Inspired Healthcare Capital, Paolo served as Controller for Pravati Capital, a private equity firm, where he was responsible for fund accounting, portfolio management and collection, financial modeling, and investor reporting, while actively involved in deal structuring and underwriting.

 

Paolo graduated with a Bachelor of Science degree in Accountancy from Arizona State University and is a Certified Public Accountant in the State of Arizona.

Mike Jones
Director of Investments

Mike Jones

Mike serves as Director of Investments for Inspired Healthcare Capital. Mike is responsible for underwriting senior housing investment opportunities.

Mike brings over 10 years of experience specializing in

the financing of Seniors Housing Real Estate. Prior to joining Inspired Healthcare Capital, Mike was the lead underwriter for Hunt Real Estate Capital’s Seniors Housing and Healthcare bridge lending program. Prior to joining Hunt, Mike was an underwriter for Red Capital Group’s balance sheet lending program. At both Hunt and Red, Mike worked with sales teams and senior credit officers underwriting seniors housing real estate collateral, structuring transactions, providing market analysis, and preparing and presenting credit memos for approval of 1st Mortgage Bridge to Agency, Mezzanine, and Construction loans. Prior to specializing in Seniors Housing Real Estate, Mike had a 10 plus year career in commercial banking. During that time, he was responsible for maintaining the credit quality of a $50 million+ small business loan portfolio. He has underwritten various commercial loan types including traditional C&I loans, guidance lines of credit for real estate investors, structured senior secured loans to commercial finance companies, and seniors housing and multi-family real estate bridge loans.

Mike holds a Bachelor of Science degree in Business with an Accounting emphasis from the University of Phoenix. In his free time, Mike enjoys spending time with his four children.

Rick Rohde.jpg
Director of Construction

Rick Rohde

Rick currently serves as Director of Construction for Inspired Healthcare Capital. Rick is responsible for overseeing construction  projects along with executing the firm’s construction strategy.

Rick has been active in the Phoenix construction

industry for over 35 years and has held leadership roles at LMC, Fairfield Development, BCI Construction and Southwest Community Developers. Rick has managed the construction of 4,000 single homes, a dozen Assisted Health Care Facilities and over 6,500 multifamily units. Approximately $1,500,000,000 in construction revenue. He has held Contractors Licenses in California, Nevada, Utah, New Mexico and currently has a KB-1 License in Arizona. In his role of Director of Construction for Shelter Asset Management he oversees all construction activities including staffing, construction office and field staff management, bidding, contract negotiations, budget reporting, equity partner and city construction management relations.

Jason Muth
Director of Acquisitions

Jason Muth

Jason currently serves as Director of Acquisitions for Inspired Healthcare Capital.  Jason is responsible for business development, identifying viable senior housing acquisition opportunities, and underwriting investment opportunities.

Jason has specialized in senior housing since 2006.  Prior to joining Inspired Healthcare Capital, Jason served as Project Manager at Bonaventure Senior Living where he was responsible for sourcing and closing on land opportunities within viable markets for the development of future communities.  In this position, Jason performed the necessary due diligence, proforma, market study, and competitor analysis to determine profitability, risks, and hurdles to overcome in order to ensure optimal site locations and successful investments.

​​

In addition, Jason held the position of Vice President Acquisitions & Real Estate Portfolio Manager at Sunwest Management.  While with Sunwest, the company had built itself into the nation’s 4th largest senior living owner/operator and grew its senior housing portfolio to include over 280 independent living and assisted living facilities across 38 states.

Jason graduated with a Bachelor of Arts degree in Economics from Willamette University in Salem, Oregon.

 
 
 
 
 
 

CAPITAL MARKETS TEAM

CLIENT & INVESTOR RELATIONS TEAM

Marika Johnson - Web Resolution.jpg
Director of Senior Housing Operations

Marika Johnson

Marika serves as the Director of Senior Housing Operations at Inspired Healthcare Capital.

Marika has 23 years of successful and progressive

experience in the senior living industry where

she has held a succession of community, regional, and corporate level positions.

In her various roles, she has successfully implemented effective cost controls including labor management, developed and implemented revenue generating ancillary programs, identified and implemented strategic sales efforts, created resident assessment and care planning processes to comply with multiple state regulations, developed company-wide policies and procedures and employee training programs, as well as identifying and monitoring key metrics for measuring the operational performance of communities.

Ms. Johnson has worked for privately held and publicly held organizations while also providing pre-development and operations consulting to various developers and owners of senior housing properties.

Ms. Johnson's experience encompasses a broad range of senior housing environments including active adult, independent, assisted living, and memory support for portfolios up to 54 communities including start-up construction projects as well as acquisitions.

In her free time, Marika enjoys reading, hiking, travel, and spending time with her family.

 
Carrie Todd - Web Resolution.jpg
Director of Human Resources

Carrie Todd

Carrie Todd is the Director of Human Resources at

Inspired Healthcare Capital

Prior to joining Inspired Healthcare Capital, Carrie

worked in Human Resources for 20+ years in real

estate, development, and senior living industries. She most recently served as the Senior Area Director of Human Resources at Eclipse Senior Living for over 6 years where she was responsible for the implementation of human resources policies, programs and procedures, and advised management and employees on matters relating to human resources. Carrie was also responsible for managing recruiting, hiring and retention efforts within her former position. In her early career, she built full-service HR Departments comprised of operations, systems, and programs for multi-entity and multi-state organizations. Carrie is also and active member of several Human Resources and Senior Living professional organizations.

Carrie currently resides in San Diego. CA with her husband and two kids. Her hobbies include spending time with her family, water sports, and traveling.

 
Patrick Lam

Patrick Lam

President of Capital Markets
National Sales Manager
Robert Brennan

Robert Brennan

Senior Vice President
Joe Maymo.png

Joe Maymo

Senior Vice President
Sly Pusiri Headshot.webp

Sly Pusiri

Senior Vice President
Suzanne Ngo

Suzanne Ngo

Vice President of Capital Markets & National Accounts
Daniela Chavez

Daniela Chavez

Internal Sales Associate
July 2021 Inspired Headshots -1 .jpg

Sidney Kilian

Internal Sales Associate
Erin Li

Erin Li

Client Relations Associate
July 2021 Inspired Headshots -2 .jpg

Keri Ohlinger

Client Relations - Team Lead
Peyton Toledo - Social Res.jpg

Peyton Toledo

Client Relations Associate
July 2021 Inspired Headshots -4 .jpg

Haily Shigeta

Client Relations Associate