Maximize Value Through Portfolio Sales

While there's no strict definition, institutional buyers typically consider 3+ properties a portfolio. However, portfolios of 2 properties can work if they represent significant value ($20M+) or strategic importance. The ideal portfolio size is typically 4-8 properties totaling $30-100M, as this provides scale benefits while remaining manageable for due diligence and closing.

Not necessarily, but geographic concentration often increases portfolio value. Buyers prefer properties within the same state or region (typically within 3-4 hour drive) for property management efficiency. However, portfolios spanning multiple strong healthcare markets can also be attractive if they represent strategic geographic diversification or entry into multiple desirable markets.

We analyze whether to include underperforming properties or sell them separately. Sometimes an underperforming asset with "value-add" potential can enhance portfolio appeal to certain buyers. Other times, removing it maximizes overall portfolio value. Our analysis determines the optimal strategy based on your specific situation and property characteristics.

Portfolio premiums typically range from 15-25% above individual property values, depending on portfolio quality, size, tenant mix, and market conditions. Strong portfolios with high-quality tenants, geographic concentration, and operational efficiency achieve premiums at the higher end. The premium reflects reduced acquisition costs, immediate scale, and strategic value to institutional buyers.

Absolutely. Many owners sell a portfolio of 3-4 properties while retaining others for different reasons (practice location, development potential, long-term hold). We help structure the optimal portfolio packaging to maximize value on properties you want to sell while preserving your interests in properties you wish to retain.

Portfolio sales typically close in 4-6 months from marketing to closing, similar to large individual property sales. While portfolios involve more properties, buyers approach them as single transactions with unified due diligence and closing processes. Marketing periods are often shorter for portfolios due to strong institutional interest and competitive dynamics.

We structure transactions to address varying loan situations. Options include: coordinating timing to match upcoming loan maturities, paying prepayment penalties (often offset by portfolio premium), assuming existing loans, or using delayed closings for properties with near-term maturities. We analyze the economics to determine the optimal approach.