Full-cycle advisory for net lease investors

Buyer Representation

Acquisitions

Buying a net lease asset is easy. Buying the right one — at the right basis, with a tenant whose credit will still be intact in year twelve — is where representation earns its keep. We source on-market and off-market single-tenant properties against your specific criteria: target yield, tenant credit floor, lease term, geography, and price band.

Every candidate property arrives with our underwriting attached: cap rate positioning against live comparables, tenant credit review, lease abstract, and the questions we would ask if it were our own capital.

• Criteria-driven national property search
• Off-market sourcing through owner and developer relationships
• Tenant credit and lease structure underwriting on every candidate
• Offer strategy, negotiation, and closing coordination

Seller Representation

Dispositions

Pricing a net lease asset is a research problem before it is a marketing problem. We position your property against current cap rate data for its tenant, lease term, and market — then take it to the buyer pools that actually close: 1031 exchangers on deadline, private capital, and institutional aggregators.

You get a realistic pricing opinion up front, not a flattering one that quietly erodes through re-trades.

• Broker opinion of value grounded in current comparables
• Targeted marketing to qualified 1031 and institutional buyers
• Offer qualification — proof of funds and exchange status verified early
• Re-trade defense through disciplined due diligence management

Tax-Deferred Strategy

1031 Exchange Advisory

The 45-day identification window is where exchanges are won or lost. We start the replacement search before your relinquished property closes, build an identification list with backups that survive due diligence, and coordinate with your qualified intermediary so the paperwork never becomes the risk.

Net lease assets are the most common 1031 replacement for a reason: long leases, credit tenants, and management-free ownership. We help you use the structure without letting the deadline set your price.

• Pre-closing replacement property pipeline
• Identification strategy: 3-property, 200%, and 95% rule planning
• Qualified intermediary and closing-team coordination
• Backup identification to protect the exchange if a deal breaks

For Operators & Owners

Sale-Leaseback Advisory

A sale-leaseback converts real estate on your balance sheet into growth capital — without giving up the location your business runs on. We advise operators on lease structure (term, escalations, renewal options) that maximizes sale proceeds while preserving operating flexibility, then market the asset to net lease investors who value your covenant.

The lease you sign is the product you are selling. Getting it right before going to market is most of the value.

• Lease structuring to balance proceeds against occupancy cost
• Valuation modeling across term and escalation scenarios
• Institutional and private capital marketing process
• Coordination with your legal and accounting advisors

Pricing Intelligence

Net Lease Valuation & BOV

Whether you are refinancing, planning an estate, weighing a hold-versus-sell decision, or simply want to know what the market would pay today, we provide broker opinions of value built on live net lease comparables — tenant, term, and market adjusted.

A BOV from a net lease specialist reads differently than one from a generalist shop: we price the lease and the credit, not just the dirt.

• Broker opinion of value with comparable transaction support
• Hold / sell / exchange scenario analysis
• Portfolio-level valuation for estates and family offices
• No-obligation — a BOV is how many client relationships start