Unlocking potential value and savings: How best to coordinate real estate and facility transactions


The importance of understanding the current marketplace and types of creative transaction structures that are available to healthcare providers cannot be overstated. In our current landscape, by coordinating messaging and strategy among transaction assets (e.g. real estate, practice, surgery center, etc.) physicians can better position themselves and their Practices for success long-term while maximizing value. Whatever strategy is decided upon, it is essential to consider the options and advocate for consistent communication between transaction advisors, whether they be investment bankers or healthcare real estate transaction specialists.

Key points:

  • Macro economic trends are allowing physicians to consider a coordinated transaction strategy among their most valuable assets.

  • Coordinating transaction messaging and strategy across assets (real estate, practice, surgery center, etc.) is ideal for long-term success and maximizing value.

 

  • A sale-leaseback allows physician partners to monetize all or a portion of their real estate while securing long-term sustainability for the practice.