About Montecito Medical
Our Story
Montecito began in 2006 as a medical outpatient real estate investor and helped pioneer the asset class. Twenty years of owning the buildings physicians practice in, and listening to them, turned it into something the category had not seen: a growth partner that connects capital, intelligence, ownership, and community in one relationship. The Healthcare Growth Company.
Team
The founders and the people who run the flywheel.
Advisory Board
Physicians and healthcare executives, including the only Medical Director in our space.
Healthcare Growth Summit
Two days every October in Nashville.
Giving Back
Resources
News, case studies, and testimonials.
Who We Are
We’re Leaders in Our Field
Since 2006 Montecito has invested more than $7 billion in medical outpatient real estate, acquiring 700+ buildings across 43 states, and since 2020 no one has completed more individual medical outpatient building transactions. GlobeSt.com has named Montecito a Key Influencer in Healthcare Real Estate nine times.
We’re Innovators
Montecito pioneered a structure that lets physicians stay invested in the buildings they sell, the Provider Real Estate Partnership, and created the first medical office funds in which individual physicians could own a share of an entire portfolio. Then it built Atlas, the intelligence platform no other medical real estate owner has.
We’re Partners
We have completed hundreds of real estate transactions, but we are never transactional. A typical transaction ends at closing; ours begins there. 40% of our transactions are with repeat clients.
We’re Powered by Data
Montecito became a leader in medical real estate by harnessing data: more than 1.2 trillion market data points, a proprietary database of 75,000 medical office buildings, and twenty years of its own transactions. Atlas puts that engine to work for the practices and systems it serves.
We’re Listeners
Relationships start with listening. Our co-investment program, our funds, and our technology platform all came from hearing what physicians and health systems needed and building it. With Montecito you always deal directly with a member of our team.
What Makes Montecito Different?
We Don’t Just Buy Buildings. We Build Trust.
More than simply acquiring medical properties, we partner with physician groups and health systems to help them grow and thrive over the long term. Our track record of delivering on that promise has made Montecito a trusted name in healthcare.
We’re Provider-Centered.
Utilizing 1.2 trillion data points, our proprietary intelligence platform, Montecito Atlas, guides growth through unmatched insight across provider demand, referral patterns, market share, payor reimbursement, and predictive growth analytics.
We Align Interests.
Unlike traditional medical real estate companies, our advisory board largely consists of physicians and healthcare executives with clinical and operational expertise. Our leadership team includes a Medical Director. Our healthcare expertise gives us deep insights into the needs of the provider organizations we serve.
We Don’t Answer to Wall Street.
Our model puts everyone on the same side of the table.
When our partners thrive, we all thrive.
How the Flywheel Is Powered
Twenty Years. Two Engines. One Goal: Healthcare Growth.
Montecito is engineered around two engines that reinforce each other. Our medical real estate expertise, built over twenty years and more than $7 billion of investment, helps partners unlock capital, stay invested in their buildings, plan succession, and build the space they need. Our Atlas intelligence platform turns more than 1.2 trillion data points into the market, competitive, and operational picture those partners grow with. Real estate earns the trust that makes the intelligence credible; intelligence finds the growth that real estate makes possible. Together they drive one connected flywheel, and no other company in healthcare real estate runs anything like it.
Engine 1
Montecito Medical Real Estate
Engine 2
Montecito Innovation
Montecito Atlas
Atlas delivers unmatched insight across provider demand, referral patterns, market share, payor reimbursement, and predictive growth analytics, all in one platform.
What Our Partners Say
We were able to maximize our return on the building by selling to Montecito Medical and to do so where we were able to re-invest back into the new entity buying it. It was important to many of our physicians to continue to have some level of ownership in the properties where they practice.
Richard Panek
Meet the People Behind the Flywheel.
Three founders, ten teams, and an advisory board of physicians and healthcare executives.
Our Trusted Partners
Long-term relationships with leading physician groups across 40 states.
