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Report ready · 6:12 AM

SummaryFinancialsDecisionsRisks

I would use the signed Subscription Agreement for the funded amount, but keep the preferred-equity amount conflict open. The closing statement shows $11,040,000 funded, matching that agreement; the addendum states $11,650,000. The team must reconcile the signed texts because the difference changes the return base.

Opportunity and business fit

Investigate the single-tenant outpatient care center as a Deal; the Lead assessment is not purchase approval.
Plan a $12.4M gross raise with $1.36M offering costs and $11.04M net proceeds.

Location and comps

Nearby comps · 24 km

Worked figures

Figure	Result	How it is worked out	Period
Contract rent, Jan–Oct 2025	$1,960,000.00 (part year)	2024 annual rent × 5/12 + 2025 annual rent × 5/12	Jan–Oct 2025
Contract rent, calendar 2026	$2,456,000.00 a year	2025 annual rent × 5/12 + 2026 annual rent × 7/12	FY2026
Yield on price	7.5%	NOI $2.40M ÷ price $32.0M	Year 1

Financial highlights

Proposed price · our offer$32.0M

7.5%yield, rent-based

$800Kper room

$800per sq ft

$2.40MNOI, rent-based

Rent$2.40M/yr

Operator$4.2B rev · $380M net

Replacement cost$26–27M

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Alderbay Dealas of Sep 22 ’26Archived

I would accept this as our working closing record, with the gaps assigned for follow-up. The September 18 papers and your reports that the loan and equity funded point strongly to a closing.

Sep 17 '26Confirm cash to close

Sep 17 '26Decide: close

Sep 18 '26Signed loan versus the commitment

Sep 18 '26Signed equity documents

Sep 18 '26Tie out the settlement statement

Sep 18 '26Prove the closing and funding

Sep 19 '26First rent payment

Lead reviewScreenOfferContract & diligenceFinancingCloseClosedHandoff

Signed loan versus the commitmentCompleted Sep 21 ’26

CompleteSep 18 ’26

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Settlement record, Sep 2026ab-018.pdf · Version 2 · 47 claims

Claims

Purchase price$32,000,000p. 2

Loan amount$20,800,000p. 3

Equity funded$11,040,000p. 3

Tax credit$160,000p. 4

Documents

OriginAll originsStateAll statesDealAll Deals

264 documents

September 2026

Recognition and consent deed, Sep 2026ab-053.pdf · Alderbay Deal · Version 2 · 29 claims

Property services agreement, Sep 2026ab-006.pdf · Alderbay Deal · Version 2 · 34 claims

Property manager subordination deedab-042.pdf · Alderbay Deal · Version 2 · 52 claims

Assignment of warranties, Sep 2026ab-067.pdf · Alderbay Deal · Version 2 · 26 claims

Settlement record, Sep 2026ab-018.pdf · Alderbay Deal · Version 2 · 47 claims

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