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Services We Offer

Management and Clinical Assessment

There is no substitute for hands on experience. HealthTrust’s Management and Clinical Assessment (MACA) program provides lenders, investors, developers, and operators with a comprehensive, independent evaluation to support due diligence, investment, and operating decisions. Our team of experienced industry professionals possess decades of in-facility operations and clinical experience enabling us to ask the right questions and provide our clients with practical operating intelligence that goes well beyond typical financial review and cursory facility tour.

The standard MACA engagement involves a pre-site visit questionnaire followed by a thorough on-site assessment. Clients can customize the program to focus on specific areas of concern or select our standard assessment tool and comprehensive reporting package. MACA meets all Fannie and Freddie requirements and is suitable for assisted living, memory care, skilled nursing and CCRC assets.

MACA delves deep into an operator’s management practices to assess risk by examining regulatory compliance and survey history, clinical policies and procedures, employment practices, operating system utilization, licensure adherence, MDS, QAPI, resident satisfaction and many other operating areas affecting your investment.

Asset Management

The HealthTrust Asset Management platform provides companies with a single pane of glass to organize, visualize, map, analyze and present their data for better decision making. Find out more here.

Valuation

HealthTrust provides appraisal, valuation and advisory services for all healthcare and senior housing property types, including: hospitals, medical office, independent living, assisted living, skilled nursing, and continuing care retirement communities (CCRC). HealthTrust offers specific valuation services for HUD Section 232 appraisals (inclusive of the decision circuit and other reporting requirements), Fannie Mae, and Freddie Mac reporting.

We have also participated in many of the largest portfolio valuation engagement contracts awarded in the country. Our ability to manage large-scale projects with critical timelines is a unique and invaluable quality which is crucial for assignments of this scale. We have carefully designed our firm to service this sector of the industry, because large portfolios require an exceptional skill set that involves both professional and practical experience.

  • Commercial Finance
  • Large Portfolio Assignments
  • HUD/Bridge to HUD (HUD Section 232 appraisals – inclusive of HUD-92264-HCF)
  • Agency Finance (Fannie Mae / Freddie Mac)
  • Mezzanine Finance
  • Estate Planning
  • Tax Appeal
  • Preliminary Bond Issues

Valuation of the Following Property Types

  • Nursing Homes
  • Independent Living
  • Assisted Living
  • Skilled Nursing / Long-Term Care
  • Continuing Care Retirement Communities (CCRC) / Life Plan Communities
  • Acute Care Hospitals
  • 55+ Active Adult
  • Behavioral Health
  • Drug Addiction / Detox
  • Medical Office
Consulting

Our access to information is a unique asset. We maintain over 25 years of operational data within our proprietary database, HealthComps©, which we put to work for our clients allowing us to quickly provide answers to the most difficult questions. We are equipped to assist with market research, due diligence and special publications. HealthTrust also takes on far more sizeable engagements, directly matching our proficiencies to your requirements.

  • Valuation Disputes
  • Third-Party Reviews
  • Market and Feasibility Studies
  • Management and Clinical Assessments
  • Due Diligence
  • Special Publications (ASHA/State of Seniors Housing)
  • Access to HealthComps©
Litigation Support

Litigation requires preparation. Preparation requires information. With HealthComps©, we provide our clients with an arsenal of information. Pair this with industry professionals whose expert testimony has been called upon countless times and you’ll level the playing field. From bankruptcy to market rent analysis to partnership disputes, if you’re entering litigation, go in prepared with HealthTrust.

  • Expert Testimony
  • Tax Appeal
  • Partnership Disputes
  • Expert Valuation Reports
  • Third Party Reviews
  • Bankruptcy
  • Mediation Between Plaintiffs and Defendants
  • Access to HealthComps©
Feasibility

We provide comprehensive analysis for proposed and existing developments of health care & seniors housing properties. Pertinent aspects include supply and demand studies, market segmentation, facility design, site analysis and financial forecasting.

  • Supply and Demand Studies
  • Market Segmentation
  • Facility Design
  • Site Analysis
  • Financial Forecasting
  • Financial Feasibility Studies
Transaction Support

We provide due diligence and brokerage support for single-asset and portfolio transactions. We have the infrastructure to synthesize complex operating data into a usable and concise analysis allowing for intelligent business decision-making for our clients.

  • Asset Management
  • Management and Clinical Assessments
  • Operational Reviews
  • Brokerage Pitch Books
Tax Appeal

HealthTrust provides the information you need to determine if taxes are fair and equitable within a specific taxing district. HealthTrust supplies recommendations and valuation services regarding disputes involving property tax assessments and offers advice to develop proper methodologies for assessing these properties.

We also offer advice and our perspective on the unique problems that occur when assessing a going-concern or valuing businesses closely associated with real property. Due to the complexity of such disputes, our tax practice offers litigation support and expert testimony for both plaintiff and defendant positions with regard to tax abatement proceedings.

  • Expert Testimony
  • Expert Valuation Reports
  • Third Party Reviews
  • Proper Handling of Going-Concern Allocations
  • Mediation Between Plaintiffs and Defendants
  • Access to HealthComps©