West Coast family office engaged our team to build a diversified NNN retail portfolio across the Southwest region. The client sought to deploy significant capital within a compressed 6-month timeline while maintaining strict investment criteria: investment-grade tenants, strategic locations, and target yield parameters. The engagement required sourcing multiple opportunities simultaneously, conducting rapid due diligence, and coordinating complex closing timelines across different markets and sellers.
Every complex transaction presents unique obstacles that require creative problem-solving.
Client required geographic and tenant diversity across multiple Southwest markets with strict quality criteria for locations and tenant credit.
6-month window to identify, negotiate, and close on multiple properties while conducting thorough due diligence on each asset.
Limited on-market inventory meeting investment criteria required extensive off-market relationship development and proprietary deal flow.
Leveraged proprietary deal flow and decades-long relationships with institutional and private sellers to present a curated pipeline of off-market and pre-market opportunities. Implemented parallel due diligence processes and staggered closing schedules to maximize deployment efficiency while maintaining quality standards.
Activated proprietary network to source off-market opportunities matching strict investment criteria
Presented 12 qualified opportunities across New Mexico, Arizona, and Texas markets within first 60 days
Coordinated simultaneous due diligence processes across multiple properties and jurisdictions
Negotiated seller flexibility on closing timelines to accommodate portfolio assembly strategy
Structured staggered closings to manage capital deployment and optimize client's cash flow
Successfully acquired 5 single-tenant NNN properties totaling $18.5M across three Southwest markets. Portfolio achieved weighted average 7.4% cap rate with 100% investment-grade tenants including national QSR, pharmacy, and convenience store operators. All acquisitions closed within 5.5-month timeframe, meeting client's deployment objectives.
"Their ability to source quality off-market deals in a competitive environment was exceptional. They understood our investment thesis and delivered a portfolio that exceeded our yield and quality targets. The relationship-driven approach made all the difference."
Let's discuss how our experience and relationships can help you navigate complex transactions.