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Things to Consider When Addressing Succession Planning
ARE YOU CONSIDERING THE SALE OF YOUR MEDICAL REAL ESTATE?
Frequently, our clients raise concerns about the difficulties associated with succession planning in the real estate sector, particularly concerning the substantial buy-in costs. This typically entails refinancing the property, given there is sufficient equity, or reducing the value of the equity buy-in and buy-out. The latter option necessitates new physicians to invest in the real estate to generate funds for retiring physicians, thereby creating liquidity.
THINGS TO CONSIDER WHEN ADDRESSING SUCCESSION PLANNING…
Crafting your exit strategy might feel overwhelming, regardless of the ample time you give yourself to prepare. This is why enlisting the support of CREG | Healthcare is crucial to facilitate a seamless transition when contemplating the sale of your medical real estate.
Addressing this topic ensures long-term control and stability for both the practice and the real estate.
A meticulously crafted succession plan will allow you to maximize the value of your healthcare real estate holdings. CREG will partner you with a buyer that has the same long-term operational goals as you.
As time passes, the ownership dynamics between the Operating Company and the Property Holding Company may deviate, leading to potential conflicts of interest. Engaging in proactive planning before a transition becomes imminent can prove advantageous, enabling you to obtain the utmost value and favorable terms for your medical real estate.
The Property sale can be structured in a way that permits both current and prospective physicians to invest in the real estate through retained ownership. This innovative approach offers physicians an impressive annual dividend of over 8%. Moreover, opting for this type of transaction not only lowers the buy-in amount for incoming physicians but also maximizes the value for the exiting physicians.
Your Trusted Healthcare Real Estate Partner
CREG | U.S. HEALTHCARE INVESTMENT SALES
Andrew R. Larwood
Managing Partner & Principal
m: +1 (770) 845-2091
andrew.larwood@capitalre.com
Allen C. Inman
Managing Partner & Principal
m: +1 (404) 550-7897
allen.inman@capitalre.com
Joshua D. H. Rees
Managing Partner & Principal
m: +1 (858) 312-0657
josh.rees@capitalre.com
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