Lee Jackson Email & Phone Number

Austin, Tx, Us

San Antonio, Texas

Austin, Texas, United States

Lee serves as the CEO and Manager of Carehub® Coworking, LLC, providing day to day leadership and operational strategy. He also leads physician group and hospital sales, and securing capital for the company. Lee has 26 years of experience developing, acquiring, leasing and managing healthcare real estate with physician and hospital partners.

Austin, Texas, United States

• Grew business development in Texas which led to the establishment of the Austin, TX office and the acquisition and ground-up development of seven hundred thousand SF of medical office buildings. Direct report was the CEO of the company.• Responsible for overseeing and staffing of San Antonio and Austin offices• Established ARGUS and excel proforma/budgets, business plans and hired and managed the in-house/3rd party leasing and management teams to on-board new acquisitions and development projects• Served as the entitlement and development officer for ground-up development in Texas• Served as the designated Texas broker officer for the company• Responsible for sourcing both debt and equity for these projects• Served as the point of contact for such these new equity relationships• Disposition of select medical office building in Texas from Equity’s portfolio• Represent Equity at conferences such as BOMA medical office and speaking engagements• Performed due diligence, reviewing title policies, surveys, ground leases, reciprocal easement agreements, leases, property management agreements, property condition reports, environmental studies, and third-party contracts• Served as asset manager for Equity’s Texas properties from 2009 to 2014 and from 2014 to 2017.• Negotiated JV partnership agreements and lender term sheet and loan documents, coordinating with legal counsel • Negotiated letters of intent and purchase contracts with sellers, coordinating with legal counsel• Created 10-year capital improvement budgets for new acquisitions with property management• Respond to development RFPs with hospitals in Southwest U.S. and serve as the hospital system liaison• Bid, interview, and select third-party architects, general contractors, and vendors

Austin, Texas, United States

• Responsible for the overall performance of a medical office portfolio• Monitored monthly financial performance against budget and pro forma, determine variances and make adjustments in operating and leasing strategies with operating partners• Conduct independent market studies and interview hospitals, property managers, and brokers to gain intelligence• Lead annual business plan and operating and capital budgeting process in coordination with sponsor partners• Critique and approve monthly cash sweeps and cash calls with operating partners• Responsible for creating and improving the medical office monthly portfolio and individual asset management report to track operating performance of properties (revenues, expenses, NOI, FFO, and NAV)• Present trends and fund strategies in healthcare real estate to investors and senior management• Create new discounted cash flow models for medical office portfolio acquisitions using ARGUS and Excel• Establish sponsor partner profiles and conduct due diligence on potential JV partners• Negotiate JV partnership term sheets and purchase and sale agreements with sponsors and attorneys

San Antonio, Texas, United States

• Started the healthcare real estate acquisition division for the Company• Led monthly training for the Company, teaching others to be successful in this field• Grew business development in Texas which led to the establishment of San Antonio, TX office and development and acquisition projects throughout the Southwestern and Midwestern U.S.• Responsible for managing and resourcing the San Antonio office• Established ARGUS and excel proforma/budgets, business plans and hired and managed the in- house/3rd party leasing and management teams to on-board new acquisitions and development projects• Served as the entitlement and development officer for ground-up development in Texas• Served as the designated Texas broker officer for the company• Responsible for sourcing both debt and equity for these projects• Served as the point of contact for such these new equity relationships• Disposition of select medical office building in Texas from Equity’s portfolio• Represented Equity at conferences such as BOMA medical office and speaking engagements• Performed due diligence, reviewing title policies, surveys, ground leases, reciprocal easement agreements, leases, property management agreements, property condition reports, environmental studies, and third-party contracts• Served as asset manager for Equity’s Texas properties from 2009 to 2014• Negotiated JV partnership agreements and lender term sheet and loan documents, coordinating with legal counsel• Negotiated letters of intent and purchase contracts with sellers, coordinating with legal counsel• Created 10-year capital improvement budgets for new acquisitions with property management• Respond to development RFPs with hospitals in Southwest U.S. and serve as the hospital system liaison• Bid, interview, and select third-party architects, general contractors, and vendors

San Antonio, Texas, United States

• Launched DAG Healthcare Real Estate, a new division of DAG in partnership with a high net-worth Texas family• Sourced opportunities and negotiated with hospitals and physicians to acquire two medical office buildings attached to Methodist (HCA-San Antonio) hospitals, and one leased by University Health System• Created discounted cash flow models and operating budgets• Recruited, hired and managed the leasing and property managers• Reviewed monthly and quarterly reports and financials to compare property performance against operating budgets, identified causes for variances, and implemented operational changes as needed

San Antonio, Texas, United States

• Sourced medical office acquisitions for company• Pre-leased and leased over a 500,000 SF of medical office buildings to hospitals and physicians in Texas, Florida, and New York, select project highlights include:- 136,000 SF medical office project in San Antonio’s South Texas Medical Center, taking the project from 40% to 88% occupancy and the value from $7 million to $18 million. The project won BOMA’s prestigious TOBY award in 2007- 110,000 SF medical office & surgical hospital valued at $47 million on Presbyterian Dallas campus- 84,000 SF medical office building on the HCA Medical Center Of Plano, TX Campus, taking the project from 15% to 90% occupancy and the value from $5 million to $17 million• Served as company liaison with LaSalle Investments MOB Fund I for South Texas projects• Served on business development team that initiated relationships and secured transactions with Texas Health Resources (Dallas, TX), Bon Secours Charity Health System (Suffern, NY), and HCA Healthcare System (Nashville, TN)• Authored company’s training manual for leasing, and field-trained new leasing agents for the company