Solutions
Legacy Capital Group helps practitioners maximize their net worth -- by evaluating and managing their real estate holdings, and providing capital to scale the growth of their practices.
With a patent-pending financial process and experience managing over 1,000 real estate development projects across America, Legacy Capital Group has the expertise and approach you can trust.
Real Estate Development
Legacy Capital Group specializes in real estate development -- ground-up construction or renovation -- for doctors and health systems.
Our development services include:
Strategic planning, starting with our Vision Guide for medical practitioners and health systems
Site evaluation, acquisition, and entitlement, based on strong relationships with municipalities and governing agencies
Commercial real estate resources to direct your project’s financing, design, budgeting, construction, and property management. All done by our healthcare-specific national network
Flexible ownership options that work for doctors, groups, and health systems at all stages of their business growth cycle
Complete real estate lifecycle plans that match you and your organizational goals
From single-tenant healthcare buildings to large, multi-tenant medical office buildings, Legacy Capital Group is one of the nation’s leading healthcare development firms. With Legacy Capital Group, your development project will be completed on time and cost-effectively, to meet your needs today and grow with you tomorrow.
Practice Scaling
Legacy Capital Group understands that in many cases, the best use of capital for scaling group practices may not be in real estate. We created a process specific to scaling DSOs, MSOs, and VSOs -- a proprietary process that helps you scale smarter, faster and avoid hidden pitfalls along the way.
Our process has 4 steps:
Vision. We help you define exactly where you’re going and how to get there. Whether you want to grow from one location to three and hand your practice off to family ... or grow to 100 locations and sell for generational wealth
Strategize. We use advanced demographic analysis to analyze current and potential markets, determine where your ideal patients are, then use this to target potential locations. Then we overlay demographic data with real-time inventory to determine optimal locations for acquisitions, lease space, or de novo projects
Implement. Once a direction is determined, Legacy Capital Group implements the plan, serving as the project developer as outlined in the Real Estate Development section above
Reassess. As your practice scales, constant evaluation of your real estate strategy is needed. Legacy Capital Group helps you monitor market changes relative to your vision and strategy — suggesting adjustments when needed — to keep you on track to accomplish your goals
Investing
For investors seeking additional income streams, our aim is to generate predictable, risk-adjusted returns for you on the properties in our portfolio.
We do this by acquiring, developing, operating, improving, and selling real estate. Our expertise is in multi-asset real estate portfolios, with an emphasis on healthcare-related holdings. Your role is passive, with no active responsibilities. You may invest or pass on projects as you see fit.
For information about our latest projects, as well as expected rates of return, accredited investors are invited to contact us to learn more.
Wealth Building
Have you ever been told that owning your own building is one of the best investments you can make?
If so, you should know two things:
In many cases, private equity backed consolidators (DSOs, MSOs, etc.) have stopped buying real estate when they add a practice to their organization. Why? Because the smart money is invested in growing a practice, where internal rates of return can average 25-35%. These returns are typically superior to the return recognized by owning the real estate that houses the practice. The goals of scaling organizationally and growing net worth are best met by investing money in a way that provides the highest risk-adjusted return. The smart money understands that this means investing in growing the practice.
Real estate is often misunderstood as an asset class. Is real estate a “great asset”? The answer is: It depends. Unfortunately, the model followed by practitioners has typically produced subpar results. The 3 misunderstandings that create subpar returns are:
Real estate management – Real estate is a great asset if actively managed. Unfortunately, the typical model used by practitioners is a passive strategy: Buy the building when you open the practice, and then sell it when you are ready to walk away. This has typically produced sub-market returns.
Building valuation – Most practitioner have a difficult time realizing that their building isn’t worth what they think it should be. Typically, an appraisal will produce a “disappointing” valuation for the practitioner. This is often due to the reality of how the building is owned.
Financing constraints – The financing options for purchasing real estate can be limited by appraisal valuations and borrower access to capital.
Surprised? Most doctors are.
Which is why Capitis has developed The Practitioner's Path to Prosperity™
It allows you to decouple the two primary assets you have if you own your building: your practice and your real estate.
Important: We do not jeopardize the eventual sale of the practice, because we understand the market for healthcare related holdings.
And we get above average returns because we actively manage the real estate, as part of the wealth-building process.
How does it work?
It’s possible thanks to our patent-pending process for structuring sale-leasebacks, which give you tax-deferred returns that compound over time.
Sale-Leasebacks
A sale-leaseback allows the owner of a building to sell it for needed capital, then lease it back. In this way, the owner keeps the building to use and receives cash to grow their business. Two key points for doctors:
Because Capitis specializes in healthcare real estate, we have a propriety formula for valuing the building. It maximizes the purchase price for the practitioner while ensuring the practice operates profitably and is positioned appropriately for any future sale
Capitis can structure the deal to allow doctors to reinvest back into the building. Historically, this generates above-average returns with limited risk
Important: sale-leasebacks are part of the patent-pending Capitis Financial Process, uniquely designed for healthcare real estate. Full details and benefits are available for your review if you qualify. Please inquire to learn more.
The Practitioner's Path to Prosperity™ is a unique wealth-building path for medical professionals. It lets you unlock hidden value in your real estate, by actively managing your building and turning it into a high-performing asset.
Why haven’t you heard of this before?
Your current advisors can't tell you about our process for unlocking wealth and structuring deals -- like those offered as part of a REIT, for example -- because it’s patent-pending and exclusive to Capitis.
We welcome the opportunity to learn more about your needs and discover if we are a fit for you. If you’d like to discover how a sale-leaseback and The Practitioner's Path to Prosperity™ might work for you contact us today to explore your options.