Structure a deal that meets your objectives

Since our inception, we have closed over $600 M in Healthcare Real Estate transactions.

A liquidity event for a seller does not always mean an outright sale. We have experience structuring unique transactions to meet a desired outcome:

Sale Leaseback

Recapitalization & 721 Exchange

1031 exchange

Sale Leaseback

Sale Leasebacks unlock trapped value without impacting Tenant autonomy and control of the facility. Physicians can redeploy capital to hire providers, invest in equipment and grow their practice.

Add value to your Real Estate

Signing a long-term lease results in a higher valuation for your real estate.

Control Your Lease Terms

Maintain operational autonomy and control of the facility long-term through market renewal options.

Property Management

Our dedicated PM team allows you to focus on your practice, not the building.

Tax Benefits

Your rent payments are fully tax-deductible

Capital Expenditures

Reduce your exposure to future capital expenditures.

RECAPITALIZATION
& 721 EXCHANGE

This tax deferred process allows investors to transition from owning a singular asset to investing in a portfolio of healthcare real estate. The Seller receives benefits of deferred capital gains taxes, stable passive income, and a professionally managed, diversified portfolio of low-risk healthcare real estate.

Property Valuation

Owner and Vitalis agree on market valuation for the property

Contribute to the portfolio

Owner contributes property toward units in a partnership (LLC) owning a diversified portfolio of healthcare real estate assets (+/- $50M valuation)

More Value at Sale

Achieve upside through the scale we have aggregated across the entire portfolio.

Passive Income

Convert from active management to passive ownership, defer capital gains tax and receive monthly cash distributions

1031 Exchange

1031 exchanges are a common way for real estate investors to defer capital gains tax when selling a property. Whether you sell to Vitalis or a third party, we can help you identify an off-market 1031 property that fits your investment criteria.

  • STEP 1

    Sell your real estate

  • STEP 2

    Vitalis helps you identify a like-kind property of equal or greater value.

  • STEP 3

    You purchase the replacement property within 180 days and 100% of your capital gains tax is deferred.

Partner with Vitalis

We advise our clients every step of the investment process.