CapExSense: Predictive CapEx & Financeable Facility Value for Healthcare CRE

Many healthcare operators and CRE owners sit on unpredictable maintenance risk that scares lenders and drains margins. In this episode Mia Franklin interviews an AI founder who built a predictive capital-expenditure (CapEx) engine and a lender who turned those forecasts into standardized, asset-backed financing products. We unpack how machine learning on equipment telemetry, claims data, lease terms, and site histories produces prioritized CapEx roadmaps, short- and long-term cashflow forecasts, and verifiable maintenance playbooks that underwriters can rely on. Listeners will learn how predictive CapEx creates serializable, auditable cashflow that improves loan-to-value, reduces surprise capital calls, and makes retrofits and compliance investments financeable. Practical takeaways include how to pilot predictive CapEx in a clinic portfolio, the minimum data inputs lenders need, and how operators can convert deferred maintenance into structured, financeable projects that protect occupancy and value.