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  • Inspired Healthcare

The Impact of IHC

09/11/2023 - Letter from Luke Lee, Founder & CEO

Dear Investors, Shareholders, and Friends,


We hope this letter reaches you in great health and high spirits. It is with great pleasure and enthusiasm that I share some exciting news about our company’s recent developments and achievements.


First and foremost, I want to express my gratitude to each and every one of you for your continued support. It is your support that has fueled our growth and success.


I am excited to share that we are now a fully vertically integrated company. Our subsidiaries include NSite Development, Lucas Construction, Cre8tive Architects, Innov8tion Marketing, and our operator, Volante Senior Living, who now operates over 60% of our portfolio. Volante currently operates 23 communities in 11 states, providing care for over 1800 residents every day.


We have witnessed significant expansion in our team over the past year. Our corporate office is now 140 members and growing. I am honored to have recently welcomed Robert Licht as Chief Financial Officer, Keith Maki as Director of Accounting, and Krupa Patel as Corporate Controller, bringing a combined experience of over 70 years to the firm. Our accounting and finance team alone is now 40 team members strong.


Over the past few years, we have been constantly reaffirmed in our decision to focus on senior housing. Our cash flow has remained robust, despite the many headwinds of the last few years that included the pandemic, record inflation, and a Fed tightening cycle. This industry remains one of the few historically recession resilient asset classes, backed by America’s aging demographic. This creates an opportunity for us to strive for predictable, consistent, and conservative offerings we can give investors. More importantly, we also have seen the impact we have at the community level.


This impact has been echoed through our employees, residents, as well as the friends and families of our residents, who put their faith in us to be a caregiver to their loved ones. This is why we recently coined the “Volante Way,” a method of training that Volante has incorporated in their onboarding and continuing education programs, which heavily focuses on each individual resident’s experience and unique care plan. As Volante grows as an operator, we strive to make the Volante Way an industry gold standard.


This year, I have been thrilled with the leaps and bounds we have made as a company. Our current portfolio, which includes over $1.3 billion in Assets Under Management, is a hallmark to our collective commitment to meet the demands of our dynamic industry. Over the past three years, we have raised over $800 million in investor equity, a true testament of our goal to provide the best-in-class offerings to our investors, which currently include Development Funds, Income Funds, and Delaware Statutory Trusts. I am even more excited about the potential growth to come and thank you for making it all possible.


For any questions, please contact our Investor Relations Team at Investor@IHCFunds.com. We look forward to the flourishing growth of Inspired Healthcare Capital and our continued partnership!


Sincerely,


Luke Lee, Founder and CEO



DISCLOSURES:


For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.


Important Disclosure


The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the “PPM”) which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by the issuer, or any affiliate, or partner thereof ("Issuer"). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to any “targeted” goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. All investments carry the risk of loss of some or all of the principal invested. These “targeted” factors are based upon reasonable assumptions more fully outlined in the Offering Documents/ PPM for the respective offering. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. All offerings are intended only for accredited investors unless otherwise specified. Past performance are no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein. Thank you for your cooperation.


Securities through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.


Real Estate Risk Disclosure:

  • There is no guarantee that any strategy will be successful or achieve investment objectives including, among other things, profits, distributions, tax benefits, exit strategy, etc.;

  • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;

  • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;

  • Potential for foreclosure – All financed real estate investments have potential for foreclosure;

  • Illiquidity – These assets are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments.

  • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;

  • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits

  • Stated tax benefits – Any stated tax benefits are not guaranteed and are subject to changes in the tax code. Speak to your tax professional prior to investing.


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