Selected transactions & execution stories

Focus: off-market sourcing, structuring complexity, closing certainty

AllPortfolioSale-LeasebackGround LeaseDiscreet Buyer SearchCredit PackageIndustrialEssential RetailDST/1031
18-Unit CVS Portfolio
Multi-State — $100,000,000
PortfolioDiscreet Buyer Search

Situation

Confidential portfolio disposition.

Constraints

Multi-state + lease-level data consolidation.

Actions

Used AI to extract lease data (address, term, expiration, key details) into 1 spreadsheet in ~30 minutes vs reviewing leases individually; then targeted discreet outreach and positioned to scale buyers.

Result

$100,000,000 closed.

Takeaway

AI-assisted lease abstraction compresses timelines and improves execution.

Merit Medical HQ (Sale-Leaseback)
Houston, TX — $35,000,000
Sale-LeasebackCredit Package

Situation

Corporate headquarters sale-leaseback transaction.

Constraints

Standard structure, concise execution required.

Actions

Structured sale-leaseback with favorable lease terms for tenant while meeting buyer return requirements.

Result

$35,000,000 closed.

Takeaway

Clean execution on standard structures builds credibility and repeat business.

Amazon Distribution Center
Campbellsville, KY — $72,000,000
IndustrialDiscreet Buyer SearchCredit Package

Situation

Listing agreement signed but not started. Seller offered: hit target price by a deadline + provide non-refundable money, and they would not list with the big shop.

Constraints

Tight timeline, hard price target, non-refundable money requirement.

Actions

Controlled outreach to qualified buyers immediately; drove urgency; negotiated terms to meet price + non-refundable money inside deadline.

Result

$72,000,000 closed before going to market.

Takeaway

Deadlines can increase leverage with a curated buyer list + execution certainty.

Additional Case Studies

More transaction stories coming soon...

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