Trophy Asset Sold, Six Properties Acquired via 1031 Exchange | Achieved 40% Boost in Cash Flow

Client Profile:

Private Southern California-based family.

Strategy:

Dispose of a generational asset as a covered land play to someone who could unlock future value in the asset.

Outcome:

  • Client sold an underperforming asset, diversifying into six single-tenant properties with 20-year lease terms, increasing their cash flow by 40%.

More Case Studies

Sale-Leaseback of 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.

1031 Exchange from Vacant Industrial to Cash-Flowing Single-Tenant Retail

Outcome:

  • Following sale of the under-performing industrial property.
  • Identified newly constructed, 100% leased replacement property.
  • Markets procured long-term, fixed-rate financing.