Whelan Associates LLC ABOUT SERVICES PROPERTIES NEWS CONTACT TENANT REQUESTS Strategic Real Estate Planning Do you have a development idea warranting a closer look? Let the highly experienced consultants at Whelan assess the strength and feasibility of your idea. Whelan Associates has a successful track record of business planning and subsequent value creation for commercial, professional and industrial clientele. We’ll scrutinize details and special needs such as site location, tax incentive or burden, growth potential, architectural design, technology resources, future equity value and finally ROI. Our advisory report will evaluate the legal, financial and tax implications of a real estate venture and flag potential problems that could put your project at risk. You’ll have an understanding of the market – early – before you invest in preliminary design, site qualifications or permitting. HEALTHCARE DEVELOPMENT WHY WE ARE DIFFERENT Whelan Associates (WA) Strategic Services Division is comprised of senior level healthcare management and consulting executives who bring many years of experience in community as well as academic hospital systems. In addition, our background includes health system business development in physician group practice mergers and acquisitions. Because our focus begins with an understanding of your particular market, we do not begin with a “crunching the numbers” approach. Instead, we listen to you and concurrently analyze the healthcare market enabling us to help you identify key elements that will move your project forward. OUR APPROACH We talk with the key market stakeholders in order to understand who the key drivers of the real estate project are. We understand that the “key drivers” can include both major capital investors as well as the providers who will add value to the project. It is important that we both agree on the strategic needs of the hospital system and/or physician group including: Will the medical office building include both employed and non-employed providers? What is the hospital’s or physician group’s appetite for financial risk? Will changing reimbursement systems require greater design flexibility? Does the hospital system require future flexibility to move inpatient services to a new facility? UNDERSTANDING STAKEHOLDERS NEEDS We assist our clients in not only getting the right parties “in the room” but also framing our recommendations based on your need to adhere to the concept of “Triple Aim.” That is, focusing the project on developing a Class A building that helps our clients reduce costs, improve quality of care and enhance patient satisfaction. Our strategic Services Division melds our development and construction management experience and expertise with an understanding and focus on the unique challenges in the healthcare industry. Our customers can be confident that they are working with an experienced team at Whelan Associates that will help them build a solid foundation in order to cope with the changing healthcare market. THE WHELAN PREFERRED MODEL We provide the service and expertise necessary to develop a sound project backed by a professional and proven team while our clients/partners remain focused on the operations and productivity of their medical practice or institution Pre-leasing to 2/3 occupancy prior to construction/acquisition Anchor tenants invited to participate in the equity (ownership) of the project in modest and achievable amounts Debt recourse limited to the developer Equity investor risk limited to their investment ALAN E. PONTES Your Personal Healthcare Strategic Planning Specialist Alan Pontes is a senior Healthcare Executive with more than 30 years experience in developing, managing and consulting in the dynamic and ever changing healthcare industry. Alan has worked in a variety of healthcare venues including community, hospital-owned and academic multispecialty physician group practices. During his career, Alan has held positions in executive management and senior healthcare consulting roles. Known for his leadership and integrity, Alan has led the development and successful growth of four multispecialty physician group practices. He was Practice Administrator of Hawthorn Medical Associates for 10 years and grew the practice from 7 to over 40 physicians. He led the transition of University Medical Group in Providence, RI from a hospital-based faculty practice plan to an independent group practice comprised of over 60 physicians. He also led the development of Truesdale Medical Specialties Associates and subsequently negotiated the sale of the practice to the Southcoast Health System. As Chief Executive Officer and Vice President, Alan directed the development of Southcoast Physician Services, a subsidiary of the Southcoast Health System that grew from 30 to 150 physicians under his leadership. He has developed strong collaborative relationships with physicians helping to strengthen the important relationship between hospital systems and physicians. His ability to communicate clearly to both the hospital administration and physician practices has contributed to closer administrative and clinical integration, necessary in the changing healthcare reimbursement system. Alan has led the development of physician compensation plans and has successfully negotiated hundreds of physician employment agreements. He has planned and negotiated the sale and merger of several physician practices. He has experience in medical office building planning, financing and design and was instrumental in the development of a new 65,000 SF medical office building in the Wareham, MA market and a 30,000 SF medical office building at the Truesdale Clinic in Fall River, MA. Alan has been a member of the Medical Group Management Association and Healthcare Financial Management Association and is a Certified Medical Practice Executive of the American College of Medical Practice Executives. Alan holds a B.S. degree from Providence College and a Masters in Health Services from Saint Josephs College. Services Development Construction Property Management Facilities Management Project Management Strategic Real Estate Planning Whelan Associates LLC | 70 North Second Street, New Bedford, MA 02740 | (508) 984-4100 © 2021 Whelan Associates | Designed by: AVDesigns