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Unlocking the Value of
Physician-Owned Real Estate

We provide advisory support for sale-leasebacks, tax-efficient exits, and long-term ownership strategies—designed exclusively for healthcare property owners.

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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.

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Institutional Quality

Connected to leading healthcare REITs and investors through a deep national network.

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Boutique Advisory

Tailored guidance for physicians, partnerships, and private owners.

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Reinvestment Strategy

Strategic options to reinvest proceeds, defer taxes, and protect long-term wealth.

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You’ve built something meaningful — now make sure your real estate works for you too.

As a part of retirement, succession, or partnership transitions; we help physicians unlock the value of their medical real estate while maintaining control of the practice.

Services
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How can we help you?

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Physicians Succession 
Planning

  • Retirement and exit timing strategy

  • Partner transitions and ownership planning

  • Preserve control and practice continuity

Physicians Succession  Planning
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Strategic Reinvestment 
Planning

  • What to do with proceeds after a sale

  • Tax-efficient reinvestment strategies

  • Access to diversified HRE platforms

Reinvestment & Tax Deferment
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Growth & Development
Funding

  • Expansion, renovation, and new locations

  • Capital sourcing and investor alignment

  • Evaluate feasibility, risk, and long-term impact

Growth & Development Funding
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Sale &
Lease Back Advisory 

  • Unlock liquidity without giving up operations

  • Structure long-term, physician-friendly leases

  • Determine if and when a sale makes sense

Sale & Lease Back Advisory 
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Lease Advisory &
Negotiation 

  • Secure predictable, physician-aligned lease terms

  • Navigate renewals, expansions, and restructures

  • Strengthen your negotiating position

Lease Advisory & Negotiation 
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Valuation &
Market Analysis

  • Institutional-grade property valuations

  • Market timing and pricing insight

  • Support for sales, refinancing, or buyouts

Valuation & Market Analysis
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Featured Recent Closings

Results That Make an Impact

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​Proven Experience

$5.2B

CLOSED DEALS

200+

TRANSACTIONS

450+

STRATEGIES BUILT

50

YEARS STRONG

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INSTITUTIONAL

RELATIONSHIPS

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HEALTHCARE-ONLY FOCUS

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ADVISORY-FIRST APPROACH

Contact

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.
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Contact:
818-793-7001
info@summithre.com

Location:
5900 Canoga Ave. Suite 110
Woodland Hills, CA 91307

Meet SummitHRE's Leadership 

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David Meir

Managing Partner

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Ben Meir

Partner

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Seth Baum

Partner

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Subscribe to the SummitHRE Newsletter

Location​​

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5900 Canoga Ave. Suite 110

Woodland Hills, CA 91307

Contact

​

818-793-7001

info@summithre.com

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