Commercial Investment Brokerage: I work with both individual and institutional investors through acquisitions, dispositions, leasing, and development of commercial real estate. My objective is to uncover opportunities for new investment properties in addition to working on existing properties in investment portfolios to achieve the client’s underlying goals.
1031 Tax Deferred Exchanges: As the recent tax changes have impacted investors, many real estate investors are looking to employ tax strategies such as 1031 tax deferred exchanges. While this strategy should be coordinated and directed by your tax advisor, we are able to play an integral role in the process of selling properties for investors you are interested in divesting and identifying potential new properties in which the investor may exchange. The timing restrictions associated with such strategies are quite onerous and our streamline process is designed to accommodate this accelerated pace. The RE/MAX network is advantageous in allowing us a large playing field for which to identify replacement properties.
Sale Leaseback Transactions: The unique structure of sale leaseback transactions allows a property’s owner occupant to sell their real estate to an outside investor and simultaneously execute a lease to convert the occupant into a tenant rather than the owner. The occupant is able to exit the ownership role but remain in the property as a tenant continuing to utilize the real estate without the ownership. The sale leaseback is a way to monetize a property for owners who desire liquidity and flexibility.