We find exclusive, off-market, large-cap retail and industrial real estate programs for institutional buyers.
Finder & Introduction Services
Market Research
Lead Prospecting
Lead Generation
Lead Qualification
Personal Introduction
MARKET FOCUS
PREMIUM ASSETS: Single Tenant Net Lease; Anchored Master Developments
CREDIT TENANTS: Investment Grade, Non-Investment Grade, Middle Market
LARGE SCOPE: Retail & Industrial Multi-Property Portfolios & Programs
SUBSTANTIAL CAPITAL: $15 million to $4 billion+
SIGNIFICANT EVENTS: Liquidity, Growth, Recapitalization, Succession, Divestiture, M&A
DIVERSE STRUCTURES: Acquisition, Sale Leaseback, Reverse BTS, Joint Venture
QUALIFIED LEADS: Tech-enabled & Network-based Personalized Lead Generation
EXPERIENCED BUYERS: REIT, DST, Special Account, Family Office, Other Investment Funds
EXPERIENCED SELLERS: Multi-State Operators, Multi-Unit Franchisees, Programmatic Developers, Other Investment Funds
Transaction Snapshot
We identified and met a regional preferred real estate developer with sizable retail holdings consisting of creditworthy, long-term tenants, and a fresh desire to recapitalize a large tranche of debt and equity. We facilitated direct introductions for a well-suited institutional buyer that acquired 17 properties across 6 states within 90 days. Both were seasoned parties that achieved significant capital goals in a short time, and with relative ease.
Tech-and-Touch Pipeline: Steady, Balanced Approach
Buyers see most large opportunities yet still seek direct, exclusive, off-market relationships to deploy investment capital. Sellers sometimes seek broader asset and capital repositioning that requires full discretion.
We leverage personal networking, direct outreach, the latest tech tools, and our principals’ background in general consulting, investment banking, fund management, and commercial real estate, to traverse capital markets efficiently, and make high-value introductions.
We identify time-critical founder- and executive-level plans for significant balance sheet changes that may align with capital deployment goals and timing of our institutional buyer clients, then we facilitate personal introductions and get out of the way. Both parties act on their own account, or engage professional representation.
CRE Portfolio Strategies
Portfolio-Level CRE Transactions: Strategic Motivations and Risks
For Buyers, portfolio-level CRE transactions enable rapid capital deployment in bulk, on both stabilized and planned assets. They also facilitate strategic positioning, thematic diversity, and strong market presence.
For Sellers, these transactions help recapitalize the balance sheet, and stimulate growth through funding newer product. They support portfolio rebalancing and exit timing optimization, enabling owners to lock in gains and sharpen their investment focus.
Working with our team streamlines existing acquisitions and disposition operations, presents high-quality, not-yet-seen deals, and expedites large capital events for institutional players.