Medical Office Buildings: A Class Of Its Own

Ninety-nine percent of real estate service platforms consider office and medical office one in the same. They are not. There are numerous differences between medical office space and standard office space. The most obvious are rental rates, expenses, tenant mix, construction costs, tenant improvement allowance, and building features such as elevators and parking. In addition, the proximity and the financial condition of an adjoining hospital should be examined. These examples do not even begin to touch upon the intricacies within the healthcare system itself, which is of unique consideration when purchasing a medical office building.

Medical office buildings (MOBs) are deemed “specialty use” real estate. From our perspective, many lenders will consider financing MOBs, but most lack the experience in transactions or simple dealings. Thus, identifying capable players within this asset class is critical. Whether traditional debt, fully amortized structures or even shorter term, higher leverage deals, the MOB is becoming a greater diversification tool for lenders and investors alike.

While government involvement has had a tremendous impact on the past, present and future of the healthcare industry, demographic changes that include an aging population and a increasingly informed and health conscious society is guaranteed to increase demand for years to come. Consolidation will remain a continuing trend for practice groups that lack association with stronger, more diverse physician networks and/or hospital systems. This will have a negative impact on buildings with small, not very well connected and/or aging physician groups.

As for funding, financial sponsorship remains essential to MOB transactions, especially off-campus assets. Here, owner-occupied doctor groups or hospitals themselves receive favorable underwriting treatment. The commitment to their investments and their businesses will be of tremendous importance. Of greater impact is sponsorship that features a commercial real estate firm or private equity company who joint ventures with tenants. Some of the most aggressive lending structures are dedicated to this type of partnership.

Lenders prefer on-campus MOBs, however locating and underwriting these investments can become complicated due to bond financing or land lease issues. Thus, finding the medical office property within the tight radius of the hospital might just be as easy to work, if not easier.

In terms of the lender’s perception of the development and ownership of real estate, a lot has changed after a strong run in the middle of the last decade. Healthcare is no longer deemed recession-proof and, without government support (loose term), it instead operates like the majority of for-profit businesses which became severely impacted by the credit crisis of 2008/09.

While this distinct type of investment is certainly not immune to the juggling act that is supply and demand in a highly levered world, as the economy rehabilitates, the medical office building is becoming one of the most aggressively sought after asset types within the healthcare real estate sector. Call 713-701-7900 to request assistance with one of our several MOB opportunities.

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Fundamental Differences Between Commercial Real Estate and Residential

Our broker brethren on the residential real estate have opened doors to excellent opportunities for our group to capitalize.  Working within our 28-person commercial real estate brokerage office that covers entire Houston area, we are fortunate to have residential offices disbursed throughout the community.  Our continuous feedback with approximately 10 Coldwell Banker residential agents, provides us with invaluable data and significant advantage for our clients who are searching for growth or upside in a commercial property investment. We regard this residential data as absolutely essential for future, telling real estate trends in the Greater Houston area.  It is important to recognize that if not for residential real estate stability, commercial real estate would cease to function properly.

These two cousins (residential and commercial) appear to be similar from the standpoint of a lay person, yet as any seasoned investor or broker will tell you, they could not be more different.  The easiest way I can explain this difference is that a residential investment transaction tends to rely more on investor/buyer emotion and ability to move a tenant in quickly, whereby the commercial real estate transaction is closer in similarity to any large business transaction with several moving parts and people.

We have highlighted 5 advantages and 5 disadvantages when purchasing a commercial property over residential.

The advantages:

  1. Longer Leases and Peace of Mind

Unlike a residential rental agreement, which might be as short as 6 or 12 months, commercial leases can be anywhere from 3 to 20 years in length. And, they are typically secured by bank guarantees when/if default occurs.

  1. Commercial Tenants are Responsible for Minor Repairs

Within the majority of commercial leases signed today, tenants are footing the bill for repairs within leased spaces. As a bonus, they need the property to be in the best possible condition for clients and employees, as the bar is set high. So, not only do commercial tenants save you time and money, in some cases they will improve and add value to your property.

  1. Strong Return on Investment

Commercial property returns on invested capital is typically somewhere between 7% and 10% after expenses.  Deductible items are also attractive because of favorable depreciation rates.

  1. Regular Rent Increases

Commercial rents are reviewed every year and increased in line with inflation, or by 4%, whichever is more.  Many commercial leases that we see are offered at a certain price for the first year, but escalate by 25% within a 5 year period.

  1. Tenant Mix

To reduce the risk of being stuck with excess space in the building, most educated investors maintain a blend of stable long-term leases and short-term, placing less secure tenants on higher rent.

The disadvantages:

  1. Finding Replacement Tenants Can Take Time

For the most part, it’s a much larger decision to move an entire business than it is to move into a new rental home.  So, while commercial tenants can be with you for many years, it can take many months to find a replacement to fill space. Investors will need to allocate resources for this expectation.

  1. Prices are Typically Higher

Generally, commercial real estate is a larger purchase than residential, especially in prime locations.

  1. Larger Down-Payments Required

To protect against the risk of losing a large tenant and not having that replacement, lenders will require the investor to place a larger down-payment.

  1. Risk of Loss

Although most commercial tenants are responsible for repairs in their space, the larger items are the responsibility of the investor. It is also common for the building to have ongoing maintenance and security issues so hiring a management company becomes an absolute must and is factored into most property investments.

  1. Barrier to Entry

Banks and other lenders are more rigorous in their lending process for a commercial property investment than for residential and building owners are more selective when choosing a tenant.

Please contact Robert S. “Bob” Lowery for any commercial real estate related questions.