A Focused Team with National Experience & Unmatched Expertise
We believe strongly that our core values reflect just how our clients AND real estate buyers think of us. The integrity, honesty and open manner in which we run our projects, combined with the knowledge and expertise that we bring to every engagement ensures that our clients have the most reputable representation and that they are getting the type of expert representation that is required to get the absolute best outcome.
Physician Transaction Advisors has the unique ability to accurately gauge your facility’s value, inspect your property and design an exceptional marketing package. We then market your property to a national network of buyers who are focused on acquiring medical real estate nationwide to get our clients the best possible price in a timely and professional manner.
Real Estate Services
Asset analysis, valuation and opinion on sale
Hold vs. Sell analysis
Sale / Leaseback strategies
Acquisition & Disposition strategies
Tax planning initiatives including the tax-deferred UPREIT and §1031 exchanges
Partial sale and continued ownership
Lease negotiations to maximize control and flexibility
Re-negotiation of current lease(s)
A Unique Focus on Client Engagements
Physician Transaction Advisors is the only ASC advisory firm focused exclusively on representing the best interests of physician-owners of practices, surgery centers and surgical hospitals who own their real estate and wish to maximize the value of all of their medical assets.
This unmatched experience ensures that when you work with us, you have someone who will take the time to clearly understand your goals, from a personal and business perspective, and will consider the impact of a sale on both your business and real estate assets. This alignment is critical when it comes to ensuring that you realize the best possible outcome and that your goals are met.
Achieve the Best Financial & Non-financial Outcomes
5 Keys to Realize Maximum Value for your Healthcare Real Estate
You will always get a higher sales price when running a competitive process that involves engaging with multiple buyers.
Through the years, we have developed relationships and direct access to hundreds of qualified private investors, real estate investment firms, PE backed real estate funds, family offices and REITS who will compete so that you receive the highest price and best terms.
Discussions with buyers that may offer more tenant favorable lease terms.
There is significant negotiation that should go on to ensure that you have a lease that is the best for you and your business, and for your future partners who may become responsible for it
Access to buyers that may offer different types of co-investment in the real estate or tax deferred savings.
There are multiple options aside from simply selling your real estate that should be considered, such as buyers that allow for minority co-equity investment, UPREITs or other tax incentives that can have a very positive financial impact on individual owners.
Discussions with buyers may lead to financing for facility expansion or improvements.
There are many real estate buyers that will also fund building expansions and renovations. Some of these buyers will also fund the cost for additional sites.
Confirm that the terms of a lease and sale are fair and you are receiving the highest possible sale price.
It is imperative that you consider the ramifications of your real estate sale as it relates to potential strategic partnerships. One-sided leases can create roadblocks for the sale of your business. Having the right team with the expertise to know what lease rates and terms could present future challenges can be the difference between a sale-leaseback helping or hurting a future strategic transaction.
Our team can also re-negotiate your current lease with your strategic or hospital partners in away that will mutually benefit the operations and position the real estate to receive a higher sales price.
Thousand Oaks Surgery Center
We are pleased to announce the closing of a healthcare real estate sale-leaseback transaction for the Serra Medical Plaza, a 13,000 square-foot two-story medical office building (MOB) in Thousand Oaks, California. The Property was built-to-suit in 2014 and is 100% leased to Thousand Oaks Surgery Center (TOSC) – a leading multi-specialty surgery center in Ventura County with 4 operating rooms ideally located off the 101 freeway in Thousand Oaks. The facility also houses a pain management and injury relief clinic that offers state-of-the-art treatments and advanced procedures for treating chronic pain conditions.
