Libsyn Directory

Wealth Building with Healthcare Properties with David Mandell

Release Date: 07/19/2022

Strategic Wealth Planning for Physician Property Owners

Providers Properties and Performance

Today's podcast episode is my interview on the Wealth Planning for the Modern Physician podcast with David Mandell of the OJM Group. We dive into healthcare real estate assets for physician owners interested in properties for their practice as a financial planning and wealth management tool. In this episode, we talk about: [3:10] What it means to be a Certified Commercial Investment Member [5:04] What it means to be hold a Masters of Corporate Real Estate [7:40] How Trisha got started in real estate [12:02] What motivated Trisha to launch DOCPROPERTIES [12:48] Factors to...

Physician Goals for Healthcare Property Ownership

Providers Properties and Performance

Have you ever wondered how your investment strategies can make a social impact? Today's podcast episode is my interview on the Money with Mission podcast with Dr. Felicia Froe. Not only do we discuss goals of physician ownership of healthcare properties, considerations for owning and operating a property, and exit strategies, but also how you can help to build up underserviced communities. is a social impact focused investment show that prioritizes neighborhood transformations and profit generation for mission-minded investors. In this episode, we talk about: [01:46] My journey to real...

How I Built This: The Intention of Growing a Dental Practice with Sonny Spera, DDS

Providers Properties and Performance

Do you have aspirations of owning multiple practices? On today’s podcast episode, I interview Sonny Spera, a dentist who has grown his practice into five locations. Sonny shares his experiences from his first practice purchase to building a property from the ground up. Listen in and take notes as he talks about lessons learned throughout his process and tips for other clinicians to consider when becoming a practice owner. In this episode, we talk about: [01:53] Sonny’s background and path to dentistry [04:02] His experience of building up to 5 practices [20:54] Sonny’s advice for...

Discussing the Business of Healthcare Real Estate Ownership and Best Practices

Providers Properties and Performance

On this week’s episode, we’re highlighting my interview on the . Join us as we discuss the business of healthcare, real estate ownership, and best practices according to your patient demographics and investment goals. The DocPreneur Leadership Podcast covers healthcare insights, news, physician education, and economic analysis about a wide variety of topics in healthcare. It was an honor to be on their show and I can’t wait to share it with you! In this episode, we talk about: [2:33] My path to working with physicians [6:17] Owning a medical facility while still practicing medicine...

Property Values Through the Lifecycle of a Growing Practice with Mike McCaslin, CPA

Providers Properties and Performance

Have you ever considered owning your own property or put thought into how to create the most beneficial exit and succession strategies? I invited Mike McCaslin, CPA and partner at Somerset CPAs and Advisors, on the podcast this week and we had a fascinating conversation that I can’t wait for you to hear. Mike advises healthcare practices on how to handle real estate assets in succession planning and recruitment, creating financial models using healthcare and real estate economics to determine values and exit strategies. Mike shares a wealth of information on this episode, so don’t be...

Digital Healthcare Aiding Drug Testing and Adult Vaccinations with Jonathan Baktari, M.D.,

Providers Properties and Performance

If the world of medicine has ever felt a bit fragmented to you, or if your patients have ever grown tired of repeating themselves to different doctors - there’s another way. On today’s podcast, I invited Dr. Jonathan Baktari, founder and CEO of e7Health and U.S. Drug Testing Centers, to discuss how he and his team have been striving to make the navigation of the medical world easier for patients and doctors alike. e7Health offers a software solution for many drug testing labs throughout the United States while the U.S. Drug Testing Centers offer adult vaccine solutions. We discuss...

Tax Strategies for Physician Owners with Thomas Castelli, CPA

Providers Properties and Performance

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 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...

DOCPROPERTIES’ Q2 2022 Arizona Medical Office Market Report

Providers Properties and Performance

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. In this episode, I cover Q2: [1:12] State inflation and...

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

Providers Properties and Performance

Private banking is a fascinating topic that can be a very practical tool for today’s physician investors. I invited Seth Hicks of 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...

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

Providers Properties and Performance

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 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...

More Episodes

Today’s episode we have a conversation with David Mandell, who is a partner at OJM Group. We discuss his wealth management firm, where the majority of his clientele are medical professionals because of the large incomes they have the potential to achieve. OJM has a primary emphasis on assisting customers in making plans for the future, guarding their assets from potential risks like malpractice and insurance claims, and developing wealth accumulation strategies.

In this episode, we talk about…

[2:21] Background of OJM group

[7:36] What David was doing with his law degree and how he fell into wealth management

[8:46] How did David specifically get to focus on physicians?

[11:06] Recommendations for generational wealth through real estate

[14:12] Steps for doctors to purchase the building in which they practice

[24:22] David's first job

[24:49] David’s alternative career choice

[25:14] What David listens to for inspiration

[25:59] What David does for healthy self-care

Links to resources:

https://www.ojmgroup.com/