Real results for investors, owners, and institutions across the Southwest and beyond.
A selection of recent deals across NNN, office, retail, and industrial asset classes.
| Asset Type | Property | Location | Role | Outcome |
|---|
In-depth looks at complex transactions and strategic advisory engagements.
Long-time client relationship spanning multiple transactions led to this complex assignment. The seller owned a Circle K NNN property with a creditworthy national tenant but faced a significant challenge: only 8 years remained on the lease term. In the NNN retail market, this limited lease term created substantial financing obstacles, as most conventional lenders require 10-15 years of remaining term for standard financing programs. The assignment demanded creative marketing and buyer identification strategies to overcome these structural limitations.
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.
Private investor faced a crisis situation: after selling a large office property, the relinquished property closing was delayed by buyer financing issues, compressing the already tight 45-day identification and 180-day exchange timeline. With only 30 days remaining to identify and close on replacement properties, the investor risked substantial tax liability if the exchange failed. The assignment required rapid identification of suitable replacement properties, accelerated due diligence, and creative negotiation with sellers to accommodate compressed closing timelines.
Growing regional retailer faced a classic growth capital challenge: significant expansion opportunities requiring capital investment, but with most wealth tied up in real estate rather than operating business. The flagship Santa Fe location represented substantial equity that could fuel growth, but selling and relocating would disrupt operations and customer relationships. A sale-leaseback structure offered the solution—unlock capital while maintaining operational control—but required careful structuring of lease terms, buyer identification, and protection of the tenant's long-term occupancy interests.
Whether you're buying, selling, or evaluating your options, our proven track record speaks for itself.