How to Use A Self-Directed IRA to Invest in Medical Office Buildings

Presented by Next Generation and Wythe Capital

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Diversify Your Retirement Portfolio with This Unique Asset Class within Commercial Real Estate

When it comes to commercial real estate investing, medical office buildings can provide a stable cash flow and long-term value due to healthcare reform, an aging population, and stability/institutionalization of tenancy. 

What would make this type of investment even more attractive, is knowing that this type of investment can be held within a tax-advantaged retirement account - a self-directed IRA. This would be ideal for investors who are comfortable making their own investment decisions and wish to use their retirement savings to invest outside of the stock market. This strategy provides an opportunity to diversify one's retirement portfolio, hedge against stock market volatility, and gain better control over their investment returns. 

Our expert co-hosts, Wythe Capital, know everything there is to know about the medical office building market and we want to share it with you! Coupled with our expertise in the self-directed IRA realm, you will walk away from this presentation with more insight than what we mentioned above, including: 

  • A deeper dive into the medical office building market and its dynamics (supply/demand, tenancy, rent drivers)
  • A differentiation between medical office buildings and other property types, such as traditional suburban offices
  • Concrete examples and case studies of successful medical office building investments
  • A rationale on how medical office buildings can provide a stable cash flow and long-term value

And, of course, we'll tie all of this back to how this type of investment can be held within a self-directed IRA as well as an overview of SDIRAs and best practices. 

If this strategy piques your interest, register now using the form provided. 

If you can't make it, no worries -- a recording will be made available following the live presentation. 

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Meet the Speakers

Scott Ritchie

Scott Ritchie
Business Development Representative
Next Generation


Scott brings a wealth of experience to his role with the Sales and Marketing team at Next Generation, where he focuses on Business Development for the company. He has more than ten years of experience in the sales arena, including seven years in Financial Services, where he worked extensively with both Group and Individual Retirement plan accounts. Scott has also worked in Operations as well as Marketing, Media and Public Relations – all of which serve him well and bring diverse perspectives to his current role with Next Generation.Scott is a Graduate of the University of North Carolina – Wilmington where he earned A BA in English and also earned a film/video production certificate from New York University. In 2007, he received his Life Underwriter Training Council Fellow (LUTCF) designation from the American College of Financial Services in Bryn Mawr, Pennsylvania. Scott, who is married and has two sons, resides in Somerset County.


Peter Tzelios

Peter Tzelios
Wythe Capital

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Peter is a co-founder and, until May, 2016, was the Chief Operating Officer of Silverpeak Real Estate Finance LLC (“SPREF”). SPREF is a privately owned national commercial real estate lender backed by Elliot Management Corp., a $28B fund. Prior to SPREF Peter co-founded Full Stack Capital LLC (“FSC”) and Wythe Capital LLC in order to make investments in real estate related assets. In addition, FSC established and operated an outsourced CMBS originations and underwriting platform with Barclays Bank. 

Peter was previously a Managing Director and Deputy General Manager of the U.S. business of Eurohypo AG, which, at the time, was the leading international specialist bank focused on real estate and public finance. Prior to joining Eurohypo, Peter was a member of GE Capital Real Estate’s specialized REIT financing practice. Prior to that, Peter practiced law in the real estate group of Thacher Proffitt & Wood. He has a BS in Finance from Fordham University and a JD from New York University School of Law. 

Peter is a member of the Bar of the State of New York and the State of Connecticut. 

Peter is a member of the Executive Advisory Council of the Fordham University Real Estate Institute.


Henry Allen

Henry Allen
Wythe Capital

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Henry is a co-founder and Managing Member of Wythe Capital. Henry was a Director at Madison Capital, a New York City based real estate investment company with approximately $2 billion of assets under management, from 2012 through January 2015. Prior to Madison Capital and co- founding Wythe, Henry was an Associate Director at Barclays Capital in the bank’s real estate finance group. Prior to joining Barclays, Henry was a Vice President at Eurohypo AG where he worked with Peter and originated a broad range of real estate debt products. Prior to joining Eurohypo, Henry was an Associate at GE Capital Real Estate, where he also worked with Peter, and prior to that an Analyst at CB Richard Ellis. 

Henry has a BS in Economics from Tulane University and a MS in Real Estate Development from Columbia University. Henry is a licensed Real Estate Salesperson in New Jersey.

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