- 25 years in Commercial Real Estate
- Founded Capital Pacific which has sold $5.2 B in commercial properties
- Specializing in roll out strategies to build new stores; monetizing existing facilities; estate strategies around real estate; 1031 exchanges; Joint Venture Capital; Forward Funding; shopping center and strip center sales; NNN leased property sales; single-tenancies around real estate.
- All 7 Best Practices
- Pre-Call Discovery Process
- One-on-One Call with Expert
- Session Summary Report
- Post-Session Engagement
Risks and Opportunities for Investing in Brick-And-Mortar Retail Real Estate
- 1031 tax-deferred exchange
- A federal tax advantage available to commercial property owners that enables an investor to sell property and defer paying long- or short-term capital gains by acquiring an additional qualified property of equal or greater value.
- Stands for "gross leasable area." This is a measure of the space a business will require when leasing a building. GLA has been declining in recent years as businesses work to improve efficiencies.
A company that acts as a third-party to enable a tax-deferred exchange. Accommodators, usually such firms as national title companies, provide legally mandated services in executing federal 1031 tax-deferred exchanges. See 1031 tax-deferred exchange.
- Down-leg property
- Refers to the property to be relinquished through a tax-deferred exchange. See up-leg property. See also 1031 tax-deferred exchange.
- Stands for "fixtures, furniture and equipment." Purchase and installation of these materials constitute a major portion of developing a business space and are the responsibility of the tenant in a leased space.
- Joint venture equity
- An investment in which investors take partial ownership of the venture and, thus, also take part of the responsibility for profits, losses and business success.
- Stands for Leadership in Energy & Environmental Design. It is an energy-efficiency building certification program that recognizes best-in-class building strategies and practices. This can be important in commercial real estate to control costs and to attract energy-conscious tenants.
- Limited partner investors
- Investors who bring equity to a real estate venture, but who do not have a controlling position.
- Stands for Real Estate Investment Trust and is sometimes called "real estate stock." Essentially, REITs are corporations that own and manage a portfolio of real estate properties and mortgages. Anyone can buy shares in a publicly-traded REIT.
- Up-leg property
- Refers to a property to be acquired through a tax-deferred exchange. See down-leg property. See also 1031 tax-deferred exchange.