Providers Properties and Performance

Today's episode of the Providers, Properties and Performance podcast is my interview on the Healthcare Leadership Podcast with host Jennifer Thompson, where I discuss the benefits for physician owners to invest in the real estate where they practice. We talk about best practices that allow physicians to own healthcare real estate while continuing to practice to their license.

In this episode, we talk about…

[2:10] How a clinician can own medical facilities and practice medicine at the same time

[5:53] My advice for a physician who is looking to go into real estate

[8:48] Trends in healthcare real estate since the COVID-19 pandemic

[14:19] Healthcare real estate in retail locations

[17:08] The first things to think about when deciding to own real estate versus renting

[20:46] How physicians can set themselves up for real estate success from day one

[23:10] Offloading healthcare real estate

Links to resources:

Healthcare Leadership Podcast

Subscribe, rate and review: www.providerspropertiesandperformance.com

Schedule a healthcare real estate investment strategy consultation: https://docproperties.com/free-consultation-trisha-talbot/

About Trisha:

WEBSITE: www.docproperties.com

LINKED IN: https://www.linkedin.com/in/trishatalbot/

Email inquiries to: [email protected]

In this episode, we talk about…

[2:10] Dr. Yeung's career path

[4:06] The decision to go to medical school

[4:48] The decision to go into spine surgery

[7:03] Developing the Yeung Endoscopic Spine System

[11:18] Dr. Yeung's private practice, Desert Institute for Spine Care (DISC)

[17:21] Choosing a location for his private practice

[18:46] Growing the private practice to several locations

[20:14] What Dr. Yeung would be doing if he was not a physician

[23:30] What Dr. Yeung listens to for news, information, or inspiration

[25:04] What Dr. Yeung does for self-care

[26:43] Whether the desire to heal is innate or taught through medical training

Links to resources:

Anthony T. Yeung, MD

Desert Institute for Spine Care

Subscribe, rate and review: www.providerspropertiesandperformance.com

Schedule a healthcare real estate investment strategy consultation: https://docproperties.com/free-consultation-trisha-talbot/

About Trisha:

WEBSITE: www.docproperties.com

LINKED IN: https://www.linkedin.com/in/trishatalbot/

Email inquiries to: [email protected]

Trisha's guest this week is Daniel Lieberman, MD. He is the medical director of Phoenix Spine and Joint, a multidisciplinary spine and orthopedic surgery practice with three surgery centers located throughout the Phoenix area (with a fourth one on the way). Dr. Lieberman shares how he started and grew his practice, and how he serves his patients with minimally invasive procedures.

In this episode, we talk about…

[2:11] The background of Phoenix Spine and Joint

[3:49] What drew Dr. Lieberman to neurosurgery

[4:33] Dr. Lieberman's decision to open his own private practice

[5:34] Growing a patient-centric medical practice

[7:57] Creating a patient experience that sets the practice apart

[12:25] The process of opening a surgery center

[16:49] Dr. Lieberman's first job

[17:46] What Dr. Lieberman would do if he was not in the medical field

[18:48] Dr. Lieberman's YouTube channel

[22:57] What Dr. Lieberman reads for news, information, or inspiration

[24:39] What Dr. Lieberman does for self-care

[26:13] Whether people are born with an innate desire to heal others

Links to resources:

Daniel Lieberman, MD

Medical Director

Phoenix Spine & Joint

Facebook

Instagram

TikTok

YouTube

Subscribe, rate and review: www.providerspropertiesandperformance.com

Schedule a healthcare real estate investment strategy consultation: https://docproperties.com/free-consultation-trisha-talbot/

About Trisha:

WEBSITE: www.docproperties.com

LINKED IN: https://www.linkedin.com/in/trishatalbot/

Email inquiries to: [email protected]

Trisha's guest this week is Alfonzo Leon, Chief Investment Officer at Global Medical REIT. Global Medical REIT is a publicly traded real estate investment trust trading under the symbol GMRE, with a current market cap of over $1 billion. We discuss Global Medical REIT's history, Alfonzo's background in the industry, and the assets that Global Medical REIT focuses on in the market.

In this episode, we talk about…

[2:34] The background of Global Medical REIT

[3:26] Alfonzo's background and how he came to focus on the healthcare real estate asset class

[8:24] Where Global Medical REIT looks for investments and developments geographically

[9:48] What a good opportunity looks like for Global Medical REIT

[14:03] An interesting transaction story

[15:44] How the pandemic has impacted Global Medical REIT's approach

[18:18] Alfonzo's outlook for healthcare real estate

[20:30] Alfonzo's first job

[20:58] What Alfonzo would be doing for a living if he was not working in healthcare real estate

[21:51] What Alfonzo is reading or listening to for news, information, or inspiration

[22:45] What Alfonzo does for daily self-care

[22:59] Whether leaders are born or trained

Links to resources:

Alfonzo Leon

Chief Investment Officer

Global Medical REIT

Subscribe, rate and review: www.providerspropertiesandperformance.com

Schedule a healthcare real estate investment strategy consultation: https://docproperties.com/free-consultation-trisha-talbot/

About Trisha:

WEBSITE: www.docproperties.com

LINKED IN: https://www.linkedin.com/in/trishatalbot/

Email inquiries to: [email protected]

Today's episode of the Providers, Properties and Performance podcast is my interview on the Women Investing Network podcast with host Sharon Lechter. We discuss the healthcare real estate industry asset class and its value to investors and physicians.

In this episode, we talk about…

[2:25] How I got started and specialized in healthcare real estate

[4:43] The current healthcare real estate market

[8:29] Advice for people who want to get into real estate investment

[12:40] The future of Doc Properties

[14:18] The importance of working with real estate experts when investing

Links to resources:

Sharon Lechter

Women Investing Network Podcast

Subscribe, rate and review: www.providerspropertiesandperformance.com

Schedule a healthcare real estate investment strategy consultation: https://docproperties.com/free-consultation-trisha-talbot/

About Trisha:

WEBSITE: www.docproperties.com

LINKED IN: https://www.linkedin.com/in/trishatalbot/

Email inquiries to: [email protected]

Today's episode of the Providers, Properties and Performance podcast is my interview on the Grow Money Business podcast with host Grant Bledsoe (my guest on Episode 90). Grant is a certified financial planner helping business owners with wealth building strategies. Many of his clients are physicians, and we discuss the economic benefits of physicians owning the real estate where they operate their practice.

In this episode, we talk about…

[3:46] My business and background

[7:42] Tenant improvements and out-of-pocket costs

[9:55] What to think about when getting into physician ownership

[11:21] Physician ownership as a wealth-building tool

[16:53] Commercial property asset prices

[21:04] Parameters we need to keep in mind when filling out lease terms

[27:10] Considerations when thinking about building versus buying property

[34:04] The spectrum of real estate financing options

[34:56] Tax advantages with physician ownership

[39:13] Addressing obstacles for physician ownership

[42:56] Where physician owners can get into trouble

[47:07] The benefits of hiring real estate experts

Links to resources:

Grant Bledsoe

Certified Financial Planner

Three Oaks Wealth

Podcast: Grow Money Business

Subscribe, rate and review: www.providerspropertiesandperformance.com

Schedule a healthcare real estate investment strategy consultation: https://docproperties.com/free-consultation-trisha-talbot/

About Trisha:

WEBSITE: www.docproperties.com

LINKED IN: https://www.linkedin.com/in/trishatalbot/

Email inquiries to: [email protected]

Trisha's guest this week is W. Todd Jensen, Executive Vice President of Investments at CADDIS Healthcare Real Estate. CADDIS acquires and develops healthcare properties, primarily in the smile states. It started out and remains a physician-owned company, and Todd shares the CADDIS background as well as where its focus is moving forward.

In this episode, we talk about…

[2:10] The background of CADDIS Healthcare Real Estate

[3:37] Todd's background and his interest in the healthcare real estate asset class

[6:00] Where CADDIS focuses investments and developments

[8:16] Offering physician ownership in properties

[8:56] Interesting acquisitions for CADDIS

[11:40] Pursuing healthcare real estate opportunities during the COVID-19 pandemic

[13:57] Todd's outlook for healthcare real estate over the next three to five years

[16:16] The effects of materials pricing and the supply chain on development

[18:25] Todd's first job

[19:43] What Todd would be doing for a living if he was not working in healthcare real estate

[20:06] What Todd is watching for news and information

[20:41] What Todd does for self-care

[21:14] Whether leaders are born or trained

[25:14] Investing in a medical office building fund

Links to resources:

1. Todd Jensen

Executive Vice President, Investments

CADDIS Healthcare Real Estate

Subscribe, rate and review: www.providerspropertiesandperformance.com

Schedule a healthcare real estate investment strategy consultation: https://docproperties.com/free-consultation-trisha-talbot/

About Trisha:

WEBSITE: www.docproperties.com

LINKED IN: https://www.linkedin.com/in/trishatalbot/

Email inquiries to: [email protected]

Trisha's guest this week is Grant Bledsoe, Certified Financial Planner with Three Oaks Wealth. His company works with a lot of physicians and business owners. He advocates for physician ownership in the properties where they practice for long-term financial benefits, increased equity, and tax advantages.

In this episode, we talk about…

[3:10] Grant's background and the history of Three Oaks Wealth

[5:44] Financial planning for physician ownership

[9:08] The tax benefits of physician ownership

[11:34] The benefits of physician ownership for business operation

[14:40] Reduction in ordinary income

[17:41] Long-term benefits of physician ownership

[23:14] Grant's first job

[23:38] What Grant would do for a living if he was not a financial planner

[24:08] What Grant is reading for news, information, and inspiration

[26:22] What Grant does for daily self-care

[27:11] Whether leaders are born or trained

Links to resources:

Grant Bledsoe

Certified Financial Planner

Three Oaks Wealth

Podcast: Grow Money Business

Subscribe, rate and review: www.providerspropertiesandperformance.com

Schedule a healthcare real estate investment strategy consultation: https://docproperties.com/free-consultation-trisha-talbot/

About Trisha:

WEBSITE: www.docproperties.com

LINKED IN: https://www.linkedin.com/in/trishatalbot/

Email inquiries to: [email protected]

This week's episode of the Providers, Properties and Performance podcast features a few minutes from the most listened to episodes of 2021 with a variety of industry experts. You will hear from a two-part interview with John Gorman of Nightingale Partners on investing healthcare properties in opportunity zones, another two-part episode with Robin Farmanfarmaian on the new healthcare economy, and from Dr. Leif Dahleen, a former anesthesiologist that promotes passive investing in real estate.

This episode features…

[1:21] Episode 37: Healthcare Investments in Opportunity Zones (Part 1) with John Gorman

[7:18] Episode 38: Healthcare Investments in Opportunity Zones (Part 2) with John Gorman

[12:49] Episode 44: Innovative Technologies and the New Healthcare Economy (Part 1) with Robin Farmanfarmaian

[18:58] Episode 45: Innovative Technologies and the New Healthcare Economy (Part 2) with Robin Farmanfarmaian

[25:03] Episode 75: Passive Real Estate Investing Leads Anesthesiologist to FIRE with Leif Dahleen, MD

Links to resources:

John Gorman: Nightingale Partners

Robin Farmanfarmaian: Robin Farmanfarmaian

Dr. Leif Dahleen: Physician on FIRE

Subscribe, rate and review: www.providerspropertiesandperformance.com

Schedule a healthcare real estate investment strategy consultation: https://docproperties.com/free-consultation-trisha-talbot/

About Trisha:

WEBSITE: www.docproperties.com

LINKED IN: https://www.linkedin.com/in/trishatalbot/

Email inquiries to: [email protected]

This week's episode of the Providers, Properties and Performance podcast features a few minutes from the most listened to investor episodes of 2021. You will hear from Patrick Wathen, a two part episode with the Senior VP of Equity, Ben Ochs, CEO of Anchor Health Properties, Ann Duginske Cibulka, Director of Real Estate Development, Healthcare at Ryan Companies and David Moises, Director of Investments at Flagler Healthcare Investments. Thank you for joining me for today's episode.

This episode features…

[1:16] Episode 47: Constantly Learning to Add More Value with Physicians with Patrick Wathen, Senior VP of Equity

[6:56] Episode 39: Cultivating Innovation to Develop, Manage and Invest in Healthcare Properties (Part 1) with Ben Ochs

[12:59] Episode 40: Cultivating Innovation to Develop, Manage and Invest in Healthcare Properties (Part 2) with Ben Ochs

[19:13] Episode 36: Offering Healthcare a One Stop Shop for Strategy to Construction with Ann Duginske Cibulka

[25:15] Episode 64: Analyzing Health Outcomes to Drive Geographic Focus with David Moises

Links to resources:

Patrick Wathen: Equity | LinkedIn

Ben Ochs: Anchor Health Properties | LinkedIn

Ann Duginske Cibulka: Ryan Companies | LinkedIn

David Moises: Flagler Healthcare Investments | LinkedIn

Subscribe, rate and review: www.providerspropertiesandperformance.com

Schedule a healthcare real estate investment strategy consultation: https://docproperties.com/free-consultation-trisha-talbot/

About Trisha:

WEBSITE: www.docproperties.com

LINKED IN: https://www.linkedin.com/in/trishatalbot/

Email inquiries to: [email protected]