Advisory Designed for Physicians
Physicians face a unique set of decisions when it comes to real estate — timing, valuation, tax exposure, and long-term practice stability.
Our role is to help you navigate these decisions with clarity and confidence, backed by deep market knowledge and institutional investor relationships.
Market Expertise
Transaction Strategy
Long-Term Planning
Physicians Succession Planning
Strategic planning for retirement, partner transitions,
and practice continuity.
We guide physicians through the financial and operational decisions involved in transitioning ownership — including how real estate value, timing, and lease structure factor into your long-term plan.
-
Retirement and exit timing strategies
-
Partner buyouts and restructuring
-
Real estate disposition or retention planning
-
Ensuring operational continuity
Sale & Leaseback Advisory
Unlock liquidity while maintaining full control of your practice.
A sale-leaseback can convert real estate equity into capital for retirement, reinvestment, debt reduction, or practice expansion. We help you evaluate value, timing, lease structuring, and long-term financial impacts.
-
Valuation and timing analysis
-
Lease structuring for stability and flexibility
-
Cash infusion planning and financial modeling
-
Identifying top institutional buyers
Strategic Reinvestment Planning
A clear plan for what to do with your proceeds.
For many physicians, the real question isn’t how to sell — it’s what to do with the proceeds. We help you strategically reposition capital in tax-efficient ways, with access to diversified healthcare real estate portfolios and institutional reinvestment platforms designed for long-term stability.
-
Tax-efficient reinvestment strategies
-
Diversified healthcare real estate exposure
-
Access to institutional and alternative reinvestment platforms
-
Long-term income and wealth planning
Lease Advisory & Negotiation
Protect your practice with a well-structured lease.
Lease terms directly influence practice stability, operational flexibility, and long-term cost. We negotiate from a position of market insight and ownership experience.
-
Renewals, extensions, and repositioning
-
Fair market rent evaluations
-
NNN structure and operating cost review
-
Expansion or contraction rights
Growth & Development Funding
Support for expansion, renovation, and new development.
Whether you’re opening a new location, renovating an existing one, or expanding capacity, we help evaluate feasibility, financing, costs, and investor partnerships.
-
Development feasibility and site selection
-
Funding options and capital structuring
-
Investor/partner introductions
-
Pro forma and budget review
Valuation & Market Analysis
Clear, data-backed valuations for informed decisions.
We provide accurate valuation and market analysis to support sales, refinancing, partner buyouts, or long-term planning.
-
Fair market valuation
-
Cap rate and market trend analysis
-
Hold vs. sell decision modeling
-
Support for lending or restructuring
Speak with our team
Have questions or looking for something else? We are always happy to discuss more!
David Meir
Managing Partner
Ben Meir
President
Seth Baum
President