100 episodes

Bringing together healthcare providers, business leaders and forward thinkers at the intersection of healthcare and real estate to explore optimizing human, property, or professional performance. In conversations with innovators, industry disruptors and strategy masters inspired by progressive medical procedures, health & wellness therapies and investment real estate solutions we analyze how to deliver better patient care using medical office buildings, surgery centers, urgent care centers and hospitals. Discussions include the changing healthcare environment, the future of the healthcare industry and embracing opportunities while achieving a return on healthcare real estate investments.

Providers Properties and Performance Trisha Talbot

    • Business
    • 5.0 • 15 Ratings

Bringing together healthcare providers, business leaders and forward thinkers at the intersection of healthcare and real estate to explore optimizing human, property, or professional performance. In conversations with innovators, industry disruptors and strategy masters inspired by progressive medical procedures, health & wellness therapies and investment real estate solutions we analyze how to deliver better patient care using medical office buildings, surgery centers, urgent care centers and hospitals. Discussions include the changing healthcare environment, the future of the healthcare industry and embracing opportunities while achieving a return on healthcare real estate investments.

    Tax Strategies for Physician Owners with Thomas Castelli, CPA

    Tax Strategies for Physician Owners with Thomas Castelli, CPA

    On today’s episode of the Providers, Properties, and Performance podcast, I wanted to give you a more detailed glimpse into specific strategies and examples for physician owned properties. I invited CPA Thomas Castelli to discuss this topic, and we dive into tax strategies for real estate ownership, helping you understand your options for your property ownership hold period. Listen in as we discuss appreciation, depreciation, and using leverage as a tax strategy.
    In this episode, we discuss:
    [02:29] Thomas’s background and path to real estate tax strategies
    [05:55] How to understand the difference between passive and nonpassive activities
    [07:01] The benefits of owning a building
    [09:54} A closer look at depreciation
    [13:02] Strategies for using leverage as a tax strategy
    [14:49] Tax deductible interest
    [17:10] Ways to reduce tax liability
    [23:48] The importance of having an attorney
    [24:55] Thomas’s first job 
    [25:13] What Thomas would be doing for a living if he wasn’t a CPA
    [25:31] What Thomas is currently reading or listening to for news, information, or inspiration 
    [26:09] What Thomas does for healthy self-care
     [26:35] Thomas’s thoughts on whether leaders are born or trained
    Thank you for tuning into the Providers, Properties, & Performance podcast!
    —------
    Did you enjoy this episode? Click here to subscribe, rate and review.
    Click here to schedule a healthcare real estate investment strategy consultation.
    Connect with Trisha:
    DOCPROPERTIES | WEBSITE
    Trisha Talbot |LINKEDIN
    Info@docproperties.com | Email inquiries

    • 28 min
    DOCPROPERTIES’ Q2 2022 Arizona Medical Office Market Report

    DOCPROPERTIES’ Q2 2022 Arizona Medical Office Market Report

    You will often hear me talk about the importance of having the latest market data when making investment decisions. To support you in this endeavor, today I will be narrating the DOCPROPERTIES’ Q2 Market Report for the Arizona Medical Office. This report will give you exactly what you need to identify opportunities for the greatest return and investment. Join me today as I review breakdowns on the impact of the pandemic, market sales activity, leasing activity, investor interest in health care properties, and much more. Download your own copy of the Q2 report here.
     
    In this episode, I cover Q2:
    [1:12] State inflation and unemployment
    [1:41] Indicators of robust growth
    [3:52] Sales activity
    [4:55] Cap rates
    [5:07] Quarter headline news
    [6:03] Asking rents
    [7:11] Vacancy
    [8:33] Net absorption
    Thank you for listening to our Q2 Arizona Medical Office report. Remember to download your free copy here.
    Thank you for tuning into the Providers, Properties, & Performance podcast!
    —------
     
    Did you enjoy this episode? Click here to subscribe, rate and review.
     
    Click here to schedule a healthcare real estate investment strategy consultation.
     
    Connect with Trisha:
    DOC PROPERTIES | WEBSITE
    Trisha Talbot |LINKEDIN
    Info@docproperties.com | Email inquiries
     

    • 9 min
    Private Banking and Asset Protection Are Strategies to Use After a Medical Property Sale with Seth Hicks, Esq

    Private Banking and Asset Protection Are Strategies to Use After a Medical Property Sale with Seth Hicks, Esq

    Private banking is a fascinating topic that can be a very practical tool for today’s physician investors. I invited Seth Hicks of Private Banking Strategies on the podcast to uncover the benefits of private banking for physicians. 
     
    Seth is an attorney, private banker, and asset protection expert who helps high net worth individuals become their own bank and set themselves up for successful generational wealth building. Join us as we discuss how private banking can help you protect your assets, keep what you make, and enjoy better tax advantages.
    In this episode, we talk about:
    [2:18] Seth’s 3 decades of experience protecting assets
    [3:24] The core benefits and value of private banking
    [4:41] How to create a bulletproof vault and keep what you make
    [9:33] Why good insurance coverage isn’t enough
    [11:06] How to borrow money from a life insurance policy
    [12:22] Tax differences between using your 401k and a life insurance policy
    [13:20] A transaction walkthrough
    [16:21] Tax-free growth
    [18:51] The calculations behind maximum whole life insurance availability
    [20:12] Seth’s first job 
    [20:35] What Seth would be doing if he wasn’t a private banker, asset protection expert, or an attorney
    [21:14] What Seth is currently reading or listening to for news, information, or inspiration 
    [24:12] What Seth does for healthy self-care
     [24:34] Seth’s thoughts on whether leaders are born or trained
     
    Thank you for tuning into the Providers, Properties, & Performance podcast!
    —------
     
    Did you enjoy this episode? Click here to subscribe, rate and review.
     
    Click here to schedule a healthcare real estate investment strategy consultation.
     
    Connect with Trisha:
    DOC PROPERTIES | WEBSITE
    Trisha Talbot |LINKEDIN
    Info@docproperties.com | Email inquiries
     

    • 25 min
    Counseling Physicians on Using Their Medical Property as a Strategic Tax Advantage Financial Tool with Param Balandandapani, MD

    Counseling Physicians on Using Their Medical Property as a Strategic Tax Advantage Financial Tool with Param Balandandapani, MD

    Physician-owned real estate can be an incredible tool. If used correctly, you can create exactly the type of freedom you’re searching for: financial, geographical, time, and more. As a living testament to what can happen when you put real estate to work for you, I invited Dr. Param Baladandapani to join me in today’s episode. Dr. Bala is a radiologist, full time mom, real estate investor and mentor to professionals seeking freedom through real estate investing. Listen in as we discuss her personal journey from medical professional to real estate investor, how to utilize the full power of physician-owned real estate, and what to do if your investments are losing the numbers game.
     
    In this episode, we talk about:
    [3:08] Why Dr. Bala pivoted in her medical career to become a real estate investor
    [5:30] Dr. Bala’s take on physician burnout and financial freedom
    [7:24] The who, what, and why involved with Dr. Bala’s consulting practice
    [8:35] The power of owning real estate as a physician 
    [14:09] Why outsourcing is a critical piece of owning real estate
    [15:34] What to do when your investment “isn’t working out”
    [16:34] The pros and cons of becoming emotionally attached to tenants
    [17:21] A broad overview of Dr. Bala’s real estate systems
    [19:18] How the “who, not how” approach can reduce overwhelm
    [20:30] Dr. Bala’s message to her younger self
    [22:16] Dr. Bala’s first job 
    [22:33] What Dr. Bala would be doing if she wasn’t a physician or entrepreneur 
    [23:18] What Dr. Bala is currently reading or listening to for news, information, or inspiration 
    [24:00] What Dr. Bala does for healthy self care
     [24:49] Whether the desire to heal is born or trained
    [26:00] Whether leaders are born or trained




    We have an announcement! Our Q2 report has been released. We often talk about the importance of having the latest market data when making investment decisions. Each quarter, DOC PROPERTIES publishes a market report that gives you exactly what you need to identify opportunities for the greatest return and investment. You can download your free copy here.
    Thank you for tuning into the Providers, Properties, & Performance podcast!
    —------
     
    Did you enjoy this episode? Click here to subscribe, rate and review.
     
    Click here to schedule a healthcare real estate investment strategy consultation.
     
    Connect with Trisha:
    DOC PROPERTIES | WEBSITE
    Trisha Talbot |LINKEDIN
    Info@docproperties.com | Email inquiries
     

    • 26 min
    Healthcare Innovator Series Compilation

    Healthcare Innovator Series Compilation

    Today’s episode is a compilation of our Healthcare Innovator Series episodes to date.  We will hear from Banner Health’s Alzheimer’s Research for Early Detection and two minimally invasive spine surgery techniques with Drs. Yeung and Abbasi. Then, Dr. Kornweiss shares how he is helping patients prevent chronic illness and level up their health for peak performance. 
    This episode features…
    [1:44] Episode 70: Healthcare Innovators – Alzheimer’s Research for Early Detection and Prevention with Connie Boker and Jennifer Craig-Muller of Banner Health Alzheimer’s Institute Imaging Program
    [10:41] Episode 96: Healthcare Innovators – Spine Surgery Trailblazer & Real Estate Entrepreneur with Dr. Anthony Yeung 
    [18:28] Episode 104: Healthcare Innovators – Creating Better Outcomes with Minimally Invasive Spine Surgery with Dr. Abassi 
    [27:10] Episode 108: Healthcare Innovators – Promoting Wellness and Preventing Chronic Illness with Dr. Kornweiss 
    Links to resources:
    Q2 Report
    Banner Health Alzheimer’s Institute Imaging Program: www.banneralz.org
    Dr. Anthony Yeung: Desert Institute for Spine Care
    Dr. Hamid Abassi: Inspired Spine 
    Dr. Steven Kornweiss: https://kornweissmedical.com/
    Subscribe, rate and review: www.providerspropertiesandperformance.com
    Schedule a healthcare real estate investment strategy consultation: https://docproperties.com/free-consultation-trisha-talbot/
    About Trisha:
    WEBSITE: www.docproperties.com
    LINKED IN: https://www.linkedin.com/in/trishatalbot/
    Email inquiries to: info@docproperties.com

    • 35 min
    A Physician’s Limited Partnership Analyzer Tool with Sam Giordano, MD

    A Physician’s Limited Partnership Analyzer Tool with Sam Giordano, MD

    In today’s episode, I’m joined by Sam Giordano, a gastroenterologist, author, professor, and co-founder of the LP Deal Analyzer Tool. In his free time, Sam is a passive real estate investor as a limited partner and created a tool to help him sift through the hundreds of pages of real estate deal analysis and legal information involved for every deal. After creating the tool for himself, he partnered with an experienced real estate underwriter to take it to the next level where they plan to continue to improve the tool and make it even easier for physicians to process private placement memorandum. 
    In this episode, we talk about…
    [3:00] Sam’s background as a practicing gastroenterologist and passive real estate investor 
    [3:39] Why Sam decided to go into commercial real estate investing 
    [7:49] How Sam felt when he got his first private placement memorandum and how that sparked the creation of the LP Analyzer Tool 
    [9:47] How long it took for the LP Analyzer Tool to actually come to fruition 
    [14:08] How Sam determines which deals are going to be worth his while 
    [17:38] What Sam’s co-founder Terry Kipp added to the LP Analyzer Tool to make it even better 
    [21:33] Sam’s first job 
    [22:28] What Sam would be doing for a living if he wasn’t a physician 
    [23:38] What Sam does every day for healthy self care
    [24:41] What Sam is currently reading or listening to for news, inspiration, or information 
    [25:47] Whether the desire to heal is born or trained
    [27:28] Whether leaders are born or trained
    Links to resources:
    www.passiveadvantage.com
    Deal Analyzer Tool 
     
    Subscribe, rate and review: www.providerspropertiesandperformance.com
    Schedule a healthcare real estate investment strategy consultation: https://docproperties.com/free-consultation-trisha-talbot/
     
    About Trisha:
    WEBSITE: www.docproperties.com
    LINKED IN: https://www.linkedin.com/in/trishatalbot/
    Email inquiries to: info@docproperties.com

    • 29 min

Customer Reviews

5.0 out of 5
15 Ratings

15 Ratings

driving to the bank again ,

Bravo!

As a dental provider, I look forward to learning from other providers (providers helping with a lot of the leg work on what is new and current in their particular fields) and encouraging more help to get messages out to every lay person on some dental basics and then of course have some more advanced discussions. I’m glad to see this forum!

Random Human ,

Great content

Trisha is very knowledgeable and created some great content on the podcast! Five stars!

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