Sale-Leaseback of 7-Property Portfolio

Client Profile:

Multi-unit Taco Bell operator.

Strategy:

Run an off-market process to source one buyer for the 7-property portfolio.

Outcome:

  • Client received multiple offers and selected the group offering the best terms. This sale allowed the tenant to free up capital they then used to build more stores.

More Case Studies

Generational Asset in Los Angeles Sold | Proceeds Used to Purchase Three Wendy’s in Three States

Outcome:

  • Client now owns three single-tenant Wendy’s properties located in three different states, each with 20-year lease terms instead of the 5-year term of their previous property. Additionally, the client was able to increase their cash flow. 

Sourced a $35 Million Development Credit Facility for a Rapidly Expanding Car Wash Operator in the Southeastern United States

Outcome:

  • Client selected a family office to provide funding for the development; sites are currently under construction.