From Hands-On to Hands-Off

Two brothers owned a demanding multi-tenant industrial property, yearning for retirement freedom and passive income. They were tired of tenant headaches, deferred maintenance, and subpar returns. Driven by the desire to spare their heirs a similar fate, they sought guidance. 

We assessed their goals. Their dream? Passive income for a carefree retirement and to leave a legacy their kids would cherish. Their reality? A demanding property yielding them a meager 3% return on equity. We saw the gap.

1. Marketing Mastery: We showcased the property to a wide investor network, utilizing major platforms and our extensive database. An institutional-quality offering memorandum attracted multiple offers, securing the best from a reliable buyer.
2. 1031 Exchange Expertise: We explored various up-leg options, including multifamily, triple net leases, and DSTs. Ultimately, an out-of-state triple net lease with a corporate tenant emerged as the perfect fit, doubling their cash flow.

• Drastically Increased Cash Flow: Their new investment boasts a 100% increase in cash flow compared to their previous property.
• Time Freedom Achieved: No more tenant management or property headaches, freeing them to enjoy retirement.
• Passive Income Security: The triple net lease offers predictable, hands-off income for a peaceful future.
• Building Generational Legacy: This investment isn't just for them, its for their children and grandchildren. With stable income and long-term potential, it's a gift that keeps on giving.

CCG acted as trusted advisors throughout the process, understanding their priorities and relentlessly pursuing their best interests. This case study exemplifies our commitment to:

• Personalized Goal Alignment: We listen and tailor strategies to your unique aspirations.
• Expert Marketing & Negotiation: We secure the best outcomes, maximizing your value.
• Seamless 1031 Transitions: We navigate complexities to ensure a smooth exchange.
• Long-Term Partnership: We're with you every step of the way, beyond the deal.