5 Steps for Succession Planning with HREA

One of the common topics we hear from our clients are the challenges of succession planning involving the real estate – specifically the high buy-in, which often requires refinancing the property (assuming there is equity available) or suppressing the value of the equity buy-in and buy-out, requiring new physicians to buy into the real estate in order to create liquidity for retiring physicians.

In most cases, the buy-in and the buy-out is significantly less than selling all or a portion of the real estate ownership where we are currently achieving valuations that range from 14x – 18x EBITDA

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HREA News

News

Wishing You a Joyous Holiday Season and a Prosperous New Year

To our valued clients, partners, and dear friends, may this holiday season bring you warmth, laughter, and joy. We wish you a New Year filled with endless possibilities and success.

Market Trends Going Into 2025

As we look ahead to 2025, the healthcare real estate market is brimming with optimism, primarily fueled by lower interest rates that are driving valuations to new heights! This positive trend not only enhances the potential for lucrative investments but also signals a robust acquisition activity surge, presenting exciting opportunities for investors.

Thanksgiving Wishes from HREA

As we gather around the table this Thanksgiving, HREA extends our warmest wishes to you and your family. This season of gratitude reminds us of the importance of the strong relationships we have built within our healthcare community. We are sincerely thankful for your support.

Sold: UNC Chapel Hill MOB

HREA | Healthcare Real Estate Advisors is pleased to announce the real estate sale of a modern Class “A” medical office building located in Chapel Hill, NC. The single-tenant medical office building is 100% leased and occupied by UNC Physicians Network.

UNC Chapel Hill MOB

Class “A” MOB | Chapel Hill, NC.

PHA's 2024 Leadership Summit

HREA | Healthcare Real Estate Advisors was proud to title sponsor and speak at this year’s PHA Leadership Summit in Naples, FL.

PHA's 2024 Leadership Summit

HREA | Healthcare Real Estate Advisors is honored to sponsor PHA's 2024 Leadership Summit, taking place at Ritz Carlton in Florida from September 21st to September 23rd, 2024.

Mid-Year Review: Healthcare Real Estate “Bounce Back” in 2024

Transaction volume within the healthcare real estate sector has experienced a significant “bounce-back” in 2024

Dignity Health Micro-Hospital

Dignity Health Micro-Hospital | Phoenix, AZ MSA

Sold: Dignity Health Micro-Hospital in Phoenix, AZ MSA

HREA | Healthcare Real Estate Advisors is pleased to announce the real estate sale of a micro-hospital located in a rapidly growing area in Phoenix, AZ, the capital and most populous city of Arizona.

Best-Med Urgent Care Clinic

Best-Med Urgent Care Clinic | Casper-WY

Sold: Best-Med Urgent Care Clinic

HREA | Healthcare Real Estate Advisors is pleased to announce the real estate sale of a single-tenant net leased urgent care clinic located in Casper, WY. The state-of-the-art facility was fully renovated in 2022 and is 100% leased and occupied by BestMed Urgent Care.

Sold: Dermatology ASC/MOB Portfolio

HREA | Healthcare Real Estate Advisors is pleased to announce the real estate sale of a newly built state-of-the-art outpatient surgery center and clinic that is well-located in Vestavia, Alabama, an affluent suburb of Birmingham, and a medical office building in Montgomery, Alabama.

Dermatology ASC/MOB Portfolio

Dermatology ASC/MOB Portfolio | Alabama

Sold: Three (3) Free-standing Medical Office Buildings

HREA | Healthcare Real Estate Advisors is pleased to announce the real estate sale of three (3) free-standing medical office buildings that were specially designed and built to meet the needs of each of the specialty practice groups, including urgent care, neurology, orthopedics, physical therapy, and dentistry.

Clifton Medical Office Park

Three (3) Free-Standing MOBs | Clifton Park, NY

HREA Continues Its Growth

HREA | Healthcare Real Estate Advisors is pleased to announce that Joe Karnes has joined the company as a Senior Associate in its Denver office.

HREA 2023 Year In Review

In 2023, HREA’s team of professionals advised on the sale of 22 healthcare real estate assets throughout the U.S totaling $245 million in transaction volume. With a primary focus in representing healthcare providers, HREA leverages its unique experience in the industry by navigating advanced transaction structures that are tailored to each client’s goals and objectives, including a variety of tax-deferred structures.

Sold: Effingham Ambulatory Surgery Center

HREA | Healthcare Real Estate Advisors is pleased to announce the real estate sale of a multi-specialty outpatient surgery located in Effingham, IL. Effingham Surgery Center consists of 17,201 rentable square feet and is 100% leased and occupied by the practicing physicians in partnership with USPI and Sarah Bush Lincoln Health System.

Effingham Ambulatory Surgery Center

Multi-Specialty Outpatient Surgery Center | Effingham, IL

Specialists Hospital Shreveport

Specialty Surgical Hospital & MOB Portfolio | Shreveport, LA

Sold: Specialists Hospital Shreveport

HREA | Healthcare Real Estate Advisors is pleased to announce the real estate sale of Specialists Hospital Shreveport (“Hospital”), a physician-owned surgical hospital, and four (4) affiliated medical office buildings, totaling approximately 192,640 square feet (“Portfolio”).

Thank You for Joining HREA at Becker’s 29th Annual Meeting

HREA | Healthcare Real Estate Advisors was honored to attend and sponsor the Becker’s 29th Annual Meeting: The Business & Operations of ASCs at Swissotel in Chicago, Illinois.

7-Property Medical Office and Outpatient Surgery Center Portfolio

Ophthalmology MOB and Surgery Center Portfolio | Northwest South Carolina

Sold: 7-Property Medical Office and Outpatient Surgery Center Portfolio

HREA | Healthcare Real Estate Advisors is pleased to announce the real estate sale of seven (7) single-specialty medical office and outpatient surgery centers located throughout northwest South Carolina.

Becker’s 29th Annual Meeting: The Business & Operations of ASCs

HREA | Healthcare Real Estate Advisors is proud to be a sponsor of the Becker’s 29th Annual Meeting, The Business & Operations of ASCs.

Carolina Cardiology Associates MOB Portfolio

Single-Specialty MOB | Charlotte, NC MSA

Sold: Carolina Cardiology Associates MOB Portfolio

HREA | Healthcare Real Estate Advisors and Realti Ventures is pleased to announce the real estate sale of a single-specialty medical office building portfolio located in Rock Hill, SC, Fort Mill, SC, and Lancaster, SC. The portfolio is 100% leased to Carolina Cardiology Associates (“CCA”) and consists of 25,258 square feet.

PHA’s 23rd Leadership Summit

HREA | Healthcare Real Estate Advisors, along with Merritt Healthcare Advisors, title sponsored the PHA’s 23rd Leadership Summit at The Boulders Resort in Scottsdale, Arizona.

Maximizing Healthcare Consolidation Value Through Collaboration

Discover how collaborative partnerships with investment banking and real estate experts can lead to optimal financial and non-financial M&A outcomes in our new white paper.