Advisory
Healthcare & Senior Housing Real Estate Advisory
Advisory assignments extend beyond traditional valuation to support complex decision-making involving healthcare and senior housing real estate. Engagements are structured to provide clarity around risk, value, and strategic direction in situations where standard appraisal alone is not sufficient.
Work is typically performed for investors, operators, lenders, attorneys, and developers navigating acquisitions, development, disputes, lease structures, and portfolio-level strategy.
Advisory Capabilities
Strategic support across the asset lifecycle
Acquisition Advisory
Independent analysis supporting acquisitions of healthcare and senior housing real estate, including valuation, risk assessment, and market positioning.
Development Advisory
Guidance for new development projects including feasibility alignment, demand analysis, product positioning, and risk evaluation.
Portfolio Strategy
Portfolio-level advisory for institutional investors and operators, including asset-level performance context and strategic direction.
Transaction Support
Independent analysis supporting financing, refinancing, and major capital decisions involving healthcare real estate.
Dispute & Litigation
Support for disputes, litigation, and complex matters requiring defensible analysis and sector-specific expertise.
Lease & Rent Advisory
Advisory related to lease structures, rent resets, and real estate considerations within healthcare operating agreements.
Representative Engagements
Types of advisory assignments
- Rent reset and lease negotiation support
- Portfolio valuation and strategic advisory
- Development feasibility and positioning
- CCRC and entry-fee structure analysis
- Acquisition underwriting support
- Dispute, negotiation, and litigation matters
Sector Experience
Healthcare real estate focus
Advisory work spans skilled nursing facilities, senior housing communities, CCRCs, active adult, behavioral health, and other specialized healthcare real estate assets where operations and real estate value are closely intertwined.