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 LEE

Chief Executive Officer

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 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 Vice President of Acquisitions at Carter Validus Mission Critical REIT and 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)

JASON MUTH

Director of Acquisitions

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.

MIKE JONES

Director of Underwriting

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

Mike brings over 8 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. Mike is happily married with four children.

LAUREN LITLE

Director of Strategy and Corporate Development

Lauren Litle currently serves as Director of Strategy & Corporate Development for Inspired Healthcare Capital. Lauren is responsible for strategic initiatives of the fund and financial analysis of new business prospects.

 

Lauren has over 7 years of experience as a real estate professional with a focus on financial analysis and modeling. Prior to her role at Inspired Healthcare Capital, Lauren served as Manager of Financial Planning & Analysis at VEREIT, Inc. where she was responsible for real estate forecasting and budgeting, preparation of public guidance and 5-year business plan, and various portfolio management functions. Preceding VEREIT, Inc. Lauren began her career at Rein & Grossoehme Commercial Real Estate where she attained her Arizona Real Estate License and served as a Commercial Retail Leasing Associate.

                                                       

Lauren graduated with a Bachelor of Science degree in Finance and a Bachelor of Science degree in Management from W.P. Carey School of Business at Arizona State University.

 

BRIAN LESTER

Development Project Manager

Brian currently serves as Development Project Manager for Inspired Healthcare Capital. Brian is responsible for overseeing construction and development projects along with executing the firm's development strategy.

Brian has over 25 years of construction and development experience. Brian is very knowledgeable in design, ground-up construction and remodeling.

Prior to joining Inspired Healthcare Capital, Brian served as the Director of Construction and Development for both Monolith Inc. and Gorman & Company and as Operations Manager for Perlo Construction. Previously, Brian founded a development company that had a long term development agreement with Circle K.

Brian has a Bachelor of Science degree in Construction Engineering Management from Oregon Sate University and Leadership raining Certificates from Dick Warren School of Senior Management. 

 

PAOLO CHEN

Controller

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

 

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.

 

Nicole Schneider

Senior Accountant

Nicole currently serves as Senior Accountant for Inspired Healthcare Capital. She is responsible for the full cycle AP and AR process, general ledger maintenance, and month-end close for multiple entities.

 

Nicole comes to Inspired Healthcare Capital with over six years of accounting experience in industries ranging from healthcare, real estate and transportation. Prior to joining the IHC team, Nicole served as the lead accountant for an Arizona based transportation company that specialized in tradeshows and high value shipments. Proceeding her transportation experience, Nicole was the Manager of Operations for a corporate housing company, based in Scottsdale, AZ. There, she managed the day to day accounting and maintained professional relationships with valued clients, including but not limited to MLB players, managers, coaches and their families during spring training!

 

In her free time, Nicole loves reading new books, keeping up with world events, and spending time with her family. She enjoys learning new things and creating a positive environment wherever she goes.

David Lien

Vice President of Internal Sales & Investor Relations

David Lien is Vice President of Internal Sales & Investor Relations with Access Capital Group, the distribution team for Inspired Healthcare Capital. 

 

Prior to joining Inspired Healthcare Capital, David led the internal sales team at Artivest & Altegris with over 15 years of experience, having raised over $1.5B in real-estate, private equity/debt, hedge funds, liquid alternative mutual funds and insurance products. He has also held roles in investment banking and private banking at McGladrey Capital Markets & Chase Bank respectively.

 

David was born and raised in San Diego, CA and where he currently lives. He graduated from University of California, San Diego with a Bachelor of Arts in Economics. In his free time, David enjoys spending time with family; especially his nieces and nephews.

ADVISORY BOARD

 

for Inspired Healthcare Capital Fund LP

JACOB SCHAEFER

Jacob Schaefer currently serves as an advisor for Inspired Healthcare Capital Fund LP. As an advisor, Jacob provides guidance in regards to financial and operational strategy of the Fund.

Jacob Schaefer serves as Chief Financial Officer for Santé. As CFO, Jacob provides Santé with financial guidance and was integral with the market and site selection, preliminary due diligence, entitlements, and design of Santé’s transitional rehabilitation centers. Jacob has a thorough understanding of real estate financial analysis, discounted cash flow analysis, market analysis, HUD MAP and LEAN financing programs.

Jacob graduated with a Bachelor of Science Degree in Finance from Linfield College.

C. MARK HANSEN

Mark Hansen serves as an advisor for Inspired Healthcare Capital Fund LP. As an advisor, Mark provides guidance in regards to senior housing operations.


Mark has specialized in senior housing since 1995. In 2008, Mark led the creation of Santé, a post-acute care real estate development and operations company. Mark serves as President and Chief Executive Officer of Santé and assembled the team, business plan and financial backing for this start-up, which currently serves over 8,000 seniors annually with over 1,100 leaders and associates dedicated to putting people first and improving the lives of seniors.

Mark graduated with a Bachelor of Science degree in Accounting from the University of Oregon.

CAPITAL TEAM

PATRICK LAM with Access Capital Group

President of Capital Markets, National Sales Manager

Patrick is the President of Capital Markets and National Sales Manager for Access Capital Group, the distribution team for 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.

ROBERT BRENNAN with Access Capital Group

Senior Vice President

Robert Brennan is a Senior Vice President of Capital Markets at Access Capital Group, the distribution team for Inspired Healthcare Capital. 

Prior to joining Access Capital Group. Robert held similar roles at Griffin Capital, CR Capital, MetLife Investors and Great West Annuities.  Robert has raised over $2+ Billion dollars during his 25+ year career in capital markets. He brings to the team a wealth of experience in product development, fund structuring and capital investments.  Robert holds seven securities licenses and has a bachelor’s degree from the University of North Texas.

Currently resides in Colleyville, Texas with his wife Maria and three children.

SLY PUSIRI with Access Capital Group

Senior Vice President

Sly is a Senior Vice President of Capital Markets for Access Capital Group, the distribution team for Inspired Healthcare Capital. 

Sly comes to Inspired Healthcare Capital with 14 years of fund raising experience in investments covering alternative investments, mutual funds, ETFs, insurance and annuities. He has held similar roles raising capital for Franklin Templeton, Allianz Life and MetLife Investors.

Sly lives in Orange County, CA and enjoys spending time with his wife Diana, daughter Jordan and son Maddox. He graduated from the University of California, San Diego with a Bachelor of Science degree in Bioengineering.

CHRIS WADELIN with Access Capital Group

Senior Vice President

Chris is a Senior Vice President of Capital Markets with Access Capital Group, the distribution team for Inspired Healthcare Capital. 

 

Prior to joining Inspired Healthcare Capital, Chris held similar roles at Deutsche Asset Management and Moody Securities.  Additionally, Chris has had experience in an advisory role during his tenure at Merrill Lynch.  Chris has raised over $1.7 Billion during his career in capital markets.

 

Chris and his family live in Canton, Ohio.  He graduated from Northern Illinois University with a Bachelor of Science degree in Cardiac Physiology. In his free time, Chris enjoys spending time with his wife Erin and their daughter Ensley.

 
 
 
 
 
 
 
 
 
 
 
 
 
 

© 2018 by Inspired Healthcare Capital