We provide advisory support for sale-leasebacks, tax-efficient exits, and long-term ownership strategies—designed exclusively for healthcare property owners.
Strategic Advisors for Your Practice Real Estate
We help physician groups evaluate and optimize their real estate as part of retirement planning, succession, recapitalization, or practice growth. Our advisory approach ensures you understand your options and receive institutional-level guidance through every stage of your decision.
Whether you’re considering a sale-leaseback, planning an expansion, developing a new location, or exploring long-term ownership strategy, we help you unlock value while protecting the future of your practice.
The Summit Edge
Boutique Advisory. Institutional Standards. Physician Focus.
How can we help you?
Physicians Succession
Planning
Supporting physicians through retirement, partnership transitions, and long-term planning. We help you evaluate timing, structure your exit, and protect continuity for your practice.
-
Prepare for retirement without disrupting operations
-
Unlock the value of your real estate
-
Maintain control and stability through transition
Reinvestment 1031 &
Tax Deferment Strategies
For many physicians, the key question is: “What do I do with the proceeds?” We help you reinvest tax-efficiently — including opportunities to roll into a larger, diversified MOB portfolio.
-
Explore 1031/721 exchange and tax-deferral options
-
Reinvest into stable, income-producing MOB portfolios
-
Build a long-term, diversified income plan
Growth & Development
Funding
Whether expanding your footprint or developing a new location, we help physicians evaluate financing options, project feasibility, and investor partnerships.
-
Access capital for renovations or expansion
-
Evaluate development opportunities and risks
-
Align real estate decisions with long-term growth
Sale &
Lease Back Advisory
A sale-leaseback can unlock meaningful liquidity while keeping your practice in place. We help you evaluate timing, value, and whether this type of cash infusion supports your long-term financial goals.
-
Unlock capital while maintaining operational control
-
Understand valuation, lease terms, and economics
-
Determine whether now is the right time to sell
Lease Advisory &
Negotiation
Protect your practice by securing fair terms, predictable costs, and the flexibility you need. We negotiate from a position of market knowledge and ownership experience.
-
Ensure lease terms align with strategic goals
-
Avoid costly renewal surprises
-
Strengthen your negotiating position
Valuation &
Market Analysis
Understand what your property is worth today and how market conditions influence timing, pricing, and long-term strategy. We provide clear, data-backed valuations to support informed decisions.
-
Determine current fair market value
-
Evaluate timing and market conditions
-
Support planning for exits, refinancing, or partner buyouts
Featured Recent Closings
MOB in Bryan, TX
Medical Office in Shenandoah, TX
Autism Center in San Antonio, TX
Multi-practice Office in Round Rock, TX
Multi-practice Office Building in Birmingham, AL
Proven Experience
$6.2B
CLOSED DEALS
200+
TRANSACTIONS
6.5%
AVERAGE CAP RATE
30
YEARS STRONG
REIT
RELATIONSHIPS
HEALTHCARE-ONLY FOCUS
ADVISORY-FIRST APPROACH
We'd love to have a conversation with you!
Get in touch with us by filling out the form or giving us a call for a free consultation.
Contact:
818-793-7001
info@summithre.com
Location:
5900 Canoga Ave. Suite 110
Woodland Hills, CA 91307
Meet SummitHRE's Leadership
David Meir
Managing Partner
Ben Meir
President
Seth Baum
President