Newsletter: October 22
Real Assets, Real Tax Moves – Before Year-End
A MESSAGE FROM THE CEO
As we move deeper into Q4, we’re having more and more conversations that sound like this:
- “The market feels overheated. Should I be taking some chips off the table?”
- “I’ve been sitting on cash all year, waiting for clarity.”
- “I want something I can feel good about long-term and that gives me tax advantages now.”
These are smart instincts. And they’re exactly why real estate, especially essential-use, recession-resilient assets like medical office and professional Class B office, continues to stand out.
The S&P 500 and Dow Jones are near all-time highs, but valuations are stretched, concentration risk is high, and future returns are likely muted. Now may be the right time to lock in gains and reallocate toward real assets that provide income, tax efficiency, and long-term control.
At Streamline, we’re doing what we’ve always done: sourcing underpriced assets, solving operational inefficiencies, and building real income through vertically integrated execution.
With bonus depreciation fully reinstated, the window to offset 2025 tax liability is closing fast. If you’re looking to diversify away from volatility and toward tangible wealth-building, this is the time to act.
Schedule a call to learn more about our strategy here.
HEALTHCARE REAL ESTATE
Hospitals Driving a New Wave of Healthcare Real Estate Investment
According to GlobeSt, health systems across the U.S. are not just expanding care, they’re investing in the facilities that deliver it. From outpatient centers to integrated MOB campuses, hospitals are becoming active players in real estate again.
Key insights:
• Healthcare providers are reinvesting in medical real estate to support new demand
• Capital is flowing toward facilities that offer multi-service, outpatient-based care
• Long-term leases and essential use cases are drawing institutional and private capital alike
At Streamline, this is the world we operate in daily. These trends reinforce why medical office is more than a niche; it’s a necessity.
PHOENIX OFFICE MARKET
Phoenix Office Market Shows Positive Shift in Net Absorption
AZ Big Media reports that the Phoenix office market posted its strongest quarterly performance since 2019, driven by strong leasing activity and net absorption.
📈 Q3 Highlights:
- 867,200 SF in total net absorption YTD
- Class B vacancy at just 17.9%, outperforming national trends
- Leasing activity steady at 1.4M SF
This performance reinforces what we’re seeing on the ground: demand remains strong for well-located, professionally managed assets, especially in high-growth submarkets.
ASK DAVID ANYTHING: MEET HIS AI ASSISTANT
Have questions about bonus depreciation? Passive income? Why Phoenix?
Now you can ask David directly, even if it’s 2 AM.
We built David’s AI Assistant to make it easier than ever to explore real estate strategy, the Streamline model, and the SIG III fund on your terms.
It’s not a chatbot. It’s David’s real insights trained to give you clarity, not fluff.
