Michelle Holguin

MICHELLE HOLUGIN

FOUNDER

Founder of Perch Equity Group and ahVanguard. Former Churchill Stateside Group specialist in tax credit syndication and institutional capital. Built hekadoc AI platform with predictive analytics. Leads marketing strategy for Health Wealth Capital’s $70M+ healthcare real estate portfolio.

Michelle Holguin founded Perch Equity Group and ahVanguard with a vision to bridge the gap between sophisticated real estate capital strategies and powerful, data-driven marketing execution. Her unique combination of institutional real estate knowledge and cutting-edge marketing expertise positions Perch Equity Group to compete at the highest levels of commercial real estate investment management.

Michelle’s real estate foundation was built at Churchill Stateside Group (CSG), one of the nation’s leading real estate financial services firms specializing in affordable housing, multifamily lending, and tax credit syndication. At Churchill, she gained deep exposure to complex capital structures, working alongside teams that managed over $3 billion in assets and specialized in Low Income Housing Tax Credit (LIHTC) syndication, USDA Rural Development financing, and institutional equity investment funds. This experience gave her an intimate understanding of how sophisticated real estate capital is structured, how institutional investors evaluate opportunities, and how tax credit equity can unlock development projects that would otherwise be impossible through conventional financing.

Her time at Churchill revealed a critical gap in the commercial real estate industry: most investment firms had strong underwriting capabilities but lacked the marketing infrastructure and technological sophistication to scale investor relations, streamline deal flow analysis, and communicate value propositions effectively to accredited investors. Recognizing this opportunity, Michelle founded ahVanguard to build the marketing and technology engine that would power modern real estate investment operations.

Through ahVanguard, Michelle developed the hekadoc platform, an AI-powered marketing automation system that integrates predictive analytics, lead scoring, content personalization, and advanced email optimization. What started as a marketing solutions company evolved into a strategic technology partner for real estate syndicators and fund managers. Today, ahVanguard provides comprehensive business transformation services, including AI-driven data mining, proprietary software development, and marketing automation designed specifically to support capital raising, investor communications, and portfolio management for real estate ventures.

Michelle currently leads marketing strategy for Health Wealth Capital, a Colorado-based real estate investment firm that connects accredited medical professionals with passive income opportunities in healthcare real estate. Her work includes developing sophisticated investor education programs, multi-channel marketing campaigns, and digital infrastructure that has helped Health Wealth Capital grow its portfolio to over $70 million in assets under management across 40+ medical retail buildings. The success of this partnership demonstrates how Michelle’s combination of real estate knowledge and marketing technology can accelerate fund growth and investor engagement.

At Perch Equity Group, Michelle applies this same integrated approach across all four business verticals: dental building sale-leasebacks, healthcare real estate funds, Dollar General retail funds, and behavioral healthcare practice partnerships. She oversees investor marketing campaigns, website development, CRM systems, and the proprietary tools that enable Perch to identify opportunities faster, underwrite deals more efficiently, and communicate with investors more effectively than traditional competitors.

Michelle’s strategic insight extends beyond marketing execution. Her experience with tax credit structures, syndication mechanics, and institutional capital deployment informs how Perch positions its offerings, structures investor communications, and builds long-term relationships with limited partners. She understands that successful real estate investment management requires both sound underwriting and the ability to articulate value clearly to sophisticated investors, and she has built the systems to do both at scale.

By integrating ahVanguard’s AI capabilities, data analytics, and marketing automation directly into Perch Equity Group’s operations, Michelle has created a competitive advantage that allows the firm to operate with the technological sophistication of much larger institutional players while maintaining the agility and personalized service of a boutique investment manager.

Michelle believes the future of real estate investment management belongs to firms that can combine traditional underwriting discipline with modern technology and transparent, data-driven communication. At Perch Equity Group, she is building exactly that: a firm where capital allocation decisions are supported by rigorous analysis and where investor relationships are powered by sophisticated marketing systems and proprietary software designed to deliver clarity, consistency, and results.