Why Your Rent Roll Tells Only Half the Story

There’s a reason smart investors don’t stop at the rent roll.

You can have a 100% occupied medical office building with a beautiful cap rate on paper—and still be holding a ticking time bomb. Maybe one of your anchor tenants is up for renewal next year, and they’re quietly consolidating to a hospital campus. Maybe your behavioral health tenant is private equity-backed and already shopping a buyout. Maybe the “market rate” leases aren’t actually aligned with what’s happening down the street.

This stuff doesn’t show up in a basic underwriting model. And it’s exactly why groups are asking for deeper insight before closing.

What’s happening in the surrounding submarket? Are there upcoming regulations, payer changes, or regional demand shifts that make the property more (or less) attractive long term?

Market intelligence doesn’t just protect you—it gives you leverage. When you walk into a deal knowing more than the other side, you get better pricing, stronger terms, and fewer surprises.

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