HEALTHCARE COMMERCIAL REAL ESTATE · DALLAS / FORT WORTHSVN | Trinity Advisors

Know your next move
before it is due.

Strategic lease portfolio reviews for dental, medical, optometry, veterinary, med spa, plastic surgery and other specialty groups.

THE CHALLENGE

Your lease portfolio
is a strategic asset.

When a healthcare group operates across multiple locations, the lease portfolio gets complicated fast.

Renewal dates, notice periods, rent escalations, option windows, co-tenancy clauses, personal guarantees — critical details that live in different documents, managed by different people, often surfaced only when a deadline is already close.

That's not just a planning gap. It's a leverage problem. The less lead time you have before a renewal window, the fewer options you carry — and the weaker your position at the table.

Book a Portfolio Review ↗
PORTFOLIO VISIBILITY 01—04
01

Timeline Clarity

Renewal dates, notice deadlines, and option windows mapped across your full portfolio.

02

Exposure Identification

Terms, clauses, and structural issues that could cost you flexibility or money.

03

Priority Sequencing

Which locations need attention first, and why.

04

Strategic Planning Runway

Enough lead time to negotiate, relocate, consolidate, or expand from a position of strength.

BUILT FOR MULTI-SITE HEALTHCARE

Multi-location dental, medical, optometry, veterinary, aesthetics, plastic surgery and other practice groups looking for a disciplined lease strategy.

IN DEVELOPMENT

Meet MedSite Portfolio Review.

A new concept to bring clarity to multi-location healthcare leases.

See the concept ↗
Start without sharing documents: Try our 12-question multi-location portfolio assessment.