Hospitals and health systems are facing growing financial pressure: rising costs, aging facilities, and limited access to capital. At the same time, leaders must modernize infrastructure, expand ambulatory access, and respond to evolving market demands. Without a disciplined approach, capital planning can quickly become fragmented — resulting in wasted resources, missed opportunities, and stalled growth.
This white paper, Building a Stronger Tomorrow: Strategic Capital Planning for Health Systems, outlines a proven framework to bring clarity, discipline, and financial sustainability to the capital planning process.
Drawing from more than 25 years of experience advising health systems, Realty Trust Group (RTG) provides practical insights for CFOs and finance executives who must balance short-term needs with long-term strategic priorities. The paper details how to align real estate decisions with organizational strategy, evaluate competing requests transparently, and explore innovative funding options that preserve balance sheet capacity.
For healthcare leaders navigating tight margins and increasing demands, strategic capital planning is no longer optional — it is essential. With the right process in place, health systems can prioritize effectively, fund what matters most, and build a stronger foundation for future growth.
Identify and prioritize both routine and strategic capital needs.
Align capital planning with organizational growth and financial strategy.
Evaluate debt capacity and ROI to strengthen financial decision-making.
Explore innovative financing options beyond traditional bond funding.
Optimize real estate portfolios to unlock liquidity and reduce costs.
Avoid common pitfalls of fragmented or reactive capital planning.
Build a repeatable framework for long-term financial sustainability.