Core Services
Full Service Brokerage
We have compiled a full-service team made up of investment brokers, mortgage brokers, real estate attorney’s, property management professionals, qualified intermediary services, 1031 exchange services, marketing experts, market research professionals, and a full support staff, providing our clients with a “one stop shop” for all things net lease.
National Marketing Platform
Our national marketing platform provides a true coast-to-coast reach, saturating the national investor market. Our team strategically and systematically broadcasts exclusively listed properties to a vast pool of qualified investors and cooperating brokers, getting your net lease properties in front of the most aggressive buyers.
Accurate Real Time Market Research
We work to provide our clients with cutting-edge market data to stay one step ahead of changing market conditions with a focus on maximizing profits. Our marketing research and expertise helps our clients to properly underwrite their development projects, real estate acquisitions/dispositions, create accurate proformas, and help to smoothly navigate successfully through a real estate transaction.
Seller & Buyer Representation
The NNN Investment Group is dedicated to the disposition and acquisition of net leased retail properties of all kind.
Seller Representation – Our team utilizes a proven marketing process to assist Sellers in realizing their disposition objectives.
Buyer Representation – In addition to access to our exclusively listed properties, we provide our clients with unprecedented access to national developers and their new projects, as well as a national inventory of confidential, off-market real estate investments. This allows us to offer clients net leased opportunities before they are presented to the general marketplace and thus helping to eliminate competition.
Consulting & Advisory Services
We use our 35 years of combined experience to advise our clients in every facet of the Net Lease sector. Additionally, we are continuously evaluating new strategies to bring our clients the best real estate related advisory services available to them.
- Expert Property Valuation
- Cash Flow Modeling (ARGUS)
- Portfolio Analysis
- Expert Lease Abstracting
- Due Diligence Review
- Individual Market Evaluations
- Access to Capital Markets
Sale-Leasebacks
We have extensive experience helping our clients’ structure and complete sale-leaseback strategies to unlock equity for deployment elsewhere.
Understanding the Sale-Leaseback
A sale-leaseback is typically a commercial real estate transaction in which one party, often a corporation, sells its corporate real estate assets to another party, such as an institutional investor, or a real estate investment trust (REIT), and then leases the property back at a rental rate and lease term that is acceptable to the new investor/landlord. The lease term and rental rate are based on the new investor/landlord’s financing costs, the lessee’s credit rating, and a market rate of return, based on the initial cash investment by the new investor/landlord.
Benefits of a Sale-Leaseback *Seller/Lessee*
- No change in operational control of the real estate.
- Company controls the terms of the lease including rent, lease, and renewal terms
- Excellent source of alternate financing in today’s difficult credit environment
- Alternative to debt financing for build-to-suit projects
- Helps to finance expansion of the existing business
- Helps pay down debt and improve the company’s balance sheet
- Typically, a short transaction closing process
- Company raises inexpensive capital without giving up ownership interest
Benefits of a Sale-Leaseback *Investor/Landlord*
- Long-term, fully leased asset with a guaranteed income stream
- For income-tax purposes, the investor/landlord can take an expense deduction for an investment in a depreciable property to allow for the recovery of the cost of the investment
- Fair return on the investment in the form of rent during the lease term, and ownership of an already occupied reliable tenant
Tax Deferred 1031 Exchanges
Our team has extensive experience with 1031 Exchange transactions, and we know how to expertly navigate through what can be a very stressful process.
Understanding the 1031 Exchange
A 1031 tax deferred exchange is a swap of one investment property for another that allows capital gains taxes to be deferred. Named for Section 1031 of the Internal Revenue Service’s Code, the 1031 Exchange is unique because the entire transaction is treated as an exchange, not just a simple sale, but it requires that both exchange properties must be ‘qualified’ and sold within a specific time frame. These time frames are broken down as follows:
The Identification Period
This is the crucial period during which the party selling a property must identify other replacement properties that he proposes or wishes to buy. It is not uncommon to select more than one property. This period is scheduled as exactly 45 days from the day of selling the relinquished property. The 45 day’s timeline must be followed under any and all circumstances and is not extendable in any way.
The Exchange Period
This is the period within which a person who has sold the relinquished property must receive the replacement property. This period ends at exactly 180 days after the date on which the person transfers the property relinquished or the due date for the person’s tax return for that taxable year in which the transfer of the relinquished property has occurred, whichever situation is earlier.
TESTIMONIALS
As a publicly traded Real Estate Investment Trust, Excel Trust commands the highest degree of integrity and service when we look to hire a brokerage team. The NNN Investment Group worked hard on each disposition assignment and made every effort to meet our expectations to deliver the expected results.
The NNN Investment Group continued to bring tangible solutions to the table when the disposition of our drug store asset presented challenges. When they told me they would deliver a qualified buyer that would pay a national market low-cap rate for this asset, they came through. It was a pleasure working with their team.
NNN Investment Group handles all of the disposition work for my development company. They have brought countless investors out of Southern California to purchase my properties in the Midwest at aggressive cap rates. They show up, work hard, and are always the consummate professionals.
The NNN Investment Group has sold many large retail and industrial assets on our behalf. They have always found a way to consistently perform on our disposition assignments, by tapping into aggressive private capital sourced via their national marketing platform. We will continue to use their services in the future.
