Montecito Medical

About Montecito Medical

Montecito Medical is a real estate operator. Montecito Medical operates in Albuquerque, New Mexico, Atlanta, Georgia and Austin, Texas. Its investment focus is on Medical Office & Healthcare.

Montecito Medical Real Estate is a private firm founded in 2006 that specializes exclusively in acquiring, funding, and managing medical office real estate across the United States. The company has invested more than US$6.5 billion in medical office property acquisitions to date. It has raised over US$500 million from individual investors through its physician funds. Montecito operates a proprietary data-and-analytics platform (“Scout Insight”) that lets it assess ~54,000 medical office properties, using AI, big data and local demographic and provider data. The firm also runs its PREP (“Provider Real Estate Partnership”) program, which enables physicians to sell their medical office buildings yet retain a minority ownership stake, earn ongoing income, receive tax benefits, and share in future profits. Montecito is focused on serving physicians, developers, health systems and hospitals. Its properties include single-asset medical office buildings and portfolios. As of end-2024 the company had been operating for 18 years.

Principals at Montecito Medical

Recent activity at Montecito Medical

No recent signals captured for Montecito Medical yet. Set up a Signals alert to be notified when fund closes, leadership changes, or new developments surface in the trade press.

Montecito Medical's project portfolio

No projects on file for Montecito Medical yet.

Markets and themes

Markets Montecito Medical operates in

• Albuquerque, New Mexico
• Atlanta, Georgia
• Austin, Texas
• Boston, Massachusetts
• Buffalo, New York
• Charlotte, North Carolina
• Dallas, Texas
• Dayton, Ohio
• Denver, Colorado
• Greensboro-High Point, North Carolina
• Houston, Texas
• Kansas City, Missouri-Kansas
• Little Rock, Arkansas
• Los Angeles, California (LA)
• Milwaukee, Wisconsin
• Nashville, Tennessee
• New Haven, Connecticut
• Philadelphia-Camden-Wilmington, Pennsylvania-Delaware
• Phoenix, Arizona
• Providence, Rhode Island
• Richmond, Virginia
• Salt Lake City, Utah
• San Antonio, Texas
• Springfield, Massachusetts
• Tampa - St. Petersburg, Florida

Investment themes at Montecito Medical

• Medical Office & Healthcare

Capabilities

• Asset Management

Operators similar to Montecito Medical

• Greystone & Co., II LLC
  Institutional tierNashville, TennesseeBuffalo, New York+19 more marketsMedical Office & Healthcare
• Brennan Investment Group
  Institutional tierNashville, TennesseeAtlanta, Georgia+16 more markets
• Clayco
  Institutional tierNashville, TennesseeAtlanta, Georgia+15 more marketsMedical Office & Healthcare
• CIM Group
  Institutional tierAtlanta, GeorgiaDenver, Colorado+15 more markets
• HHM Hotels
  Institutional tierAtlanta, GeorgiaDenver, Colorado+15 more markets
• EQT Exeter
  Institutional tierNashville, TennesseeAtlanta, Georgia+15 more markets
• SunCap Property Group
  Institutional tierBuffalo, New YorkAtlanta, Georgia+14 more markets
• Kimco Realty Corporation
  Institutional tierNashville, TennesseeAtlanta, Georgia+14 more markets
• Agree Realty
  Institutional tierAlbuquerque, New MexicoDayton, Ohio+14 more markets
• PulteGroup
  Institutional tierNashville, TennesseeAtlanta, Georgia+14 more markets

Frequently asked questions about Montecito Medical

What does Montecito Medical do?

Montecito Medical Real Estate is a private firm founded in 2006 that specializes exclusively in acquiring, funding, and managing medical office real estate across the United States.

What markets does Montecito Medical operate in?

Montecito Medical is active in Albuquerque, New Mexico, Atlanta, Georgia, Austin, Texas, Boston, Massachusetts, Buffalo, New York, and Charlotte, North Carolina.

How many employees does Montecito Medical have?

Montecito Medical has 11–50 employees.