The Move

The Playbook for Uncertain Times

In the season finale of The Move, Jarrod and Michael sit down with Sir Steven Wilkinson to examine a question that’s been building all season: why is sophisticated capital finally paying serious attention to healthcare real estate? The answer isn’t about square footage or cap rates. It’s about understanding what happens inside these buildings—the workflows, the ecosystems, the outcomes. As Steven frames it, businesses exist to solve problems. And there’s no bigger problem facing Western economies over the next 50 years than healthcare delivery. This episode challenges investors still categorizing healthcare alongside student housing and self-storage to reconsider. These aren’t just properties—they’re essential infrastructure in how care actually gets delivered. For family offices and institutional investors, it’s a different lens: one grounded in demographic inevitability and operational depth.

Experience the Senior Living Boom

Senior living is no longer a niche investment—it’s becoming one of the most important asset classes in healthcare real estate. In this episode, Jarrod Daddis and Michael Ray unpack why, exploring the demographic wave that’s reshaping the industry: Baby Boomers are aging, and they want something radically different from what their parents settled for. Joining the conversation is Phill Barklow, President of Experience Senior Living, who brings both industry expertise and personal stories to the table. His perspective is clear: senior living communities need to stop feeling like institutions and start feeling like home. That means designing spaces where residents find purpose and belonging—not just care. The throughline here is consumer-centric thinking. When smart architecture meets operational excellence, residents live better and investors see stronger returns. It’s not either/or. By the end of the episode, Jarrod, Michael, and Phill lay out what it actually takes to align capital, operations, and resident experience—and why getting that alignment right is the key to the sector’s future.

The Evolution of Healthcare Design

Healthcare real estate isn’t a niche anymore—it’s become essential. In this episode, we dig into why design is the X-factor that separates facilities investors fight over from ones that sit on the market. Steve Christoff has spent his career designing medical spaces that actually work. He breaks down the three forces reshaping healthcare design right now: technology, demographics, and regulation. But the real insight? Buildings that make patients feel better actually perform better—for providers and investors alike. We explore how thoughtful design drives patient behavior, improves outcomes, and creates operational efficiency that shows up on the balance sheet. It’s not just about looking good. It’s about building spaces where healthcare actually happens the way it should. If you’re investing in healthcare real estate without thinking about design, you’re missing half the equation.

Building a Diverse Healthcare Portfolio

Jarrod Daddis and Michael Ray dig into how healthcare real estate went from being a niche play to something serious investors can’t afford to ignore. They talk through why capital is moving into the space and what it takes to get positioned. The conversation kicks off with the big shift happening in the market. Healthcare real estate used to sit on the sidelines, but that’s changing fast. Jarrod and Michael look at how high-net-worth investors and institutions are adjusting their strategies—and what everyday investors can pick up from watching the smart money move. From there, they get into the barbell strategy, a way of thinking about balancing safer, core assets with riskier opportunistic bets. It’s especially useful for family offices putting real capital to work in real estate. The hosts break down how to chase growth without overexposing yourself. They wrap up by questioning whether the old investment playbook still makes sense. Traditional asset classes are facing real headwinds, and Jarrod and Michael push listeners to take a fresh look at where healthcare real estate might fit—even if it wasn’t on their radar before.

The Asset Class That Doesn't Flinch

Healthcare real estate has quietly become one of the most resilient investment opportunities in today's market—but it wasn't always this way. In this episode, we explore how this once-overlooked asset class has evolved into a cornerstone of smart investment strategy, driven by powerful demographic shifts and rapid technological advances. What makes healthcare real estate different? While traditional sectors like hospitality and retail can swing wildly with economic changes, healthcare facilities have proven remarkably stable—even thriving during major crises like the 2008 financial meltdown and the COVID-19 pandemic. The reason is simple: people always need healthcare. We break down the strategic thinking investors need right now, especially as they navigate rising interest rates and global uncertainty. The key? A balanced "barbell approach" that combines rock-solid medical facilities with emerging opportunities in senior living and life sciences. Whether you're an experienced investor or just curious about where the smart money is moving, this conversation reveals why healthcare real estate offers a rare combination of stability and growth potential in an otherwise turbulent economic landscape.