Assignments & 1031 Exchange Results
See how other investors have moved from “landlord” to “mailbox money” with our help.
Featured Case Studies
Every investor we work with has a slightly different story—retiring landlords, busy professionals, physicians, engineers, and families planning for the next generation. Below are a few recent assignments that show how we structure 1031 exchanges, match clients with high-quality tenants, and manage the details from first phone call to closing.
Sonic • Cocoa, Florida
From Hands-On Landlord to Truly Passive Income
A longtime landlord and former gas-station owner sold one of his rental properties and wanted to simplify life, get out of day-to-day management, and complete a 1031 exchange. We sourced a corporate Sonic in Cocoa, conducted a full site visit and custom market study, negotiated additional lease protections, and guided him through every step to a smooth, tax-deferred closing.
Client Snapshot: Former gas-station owner in 1031 exchange • Goal: less management, more predictability • Result: Absolute NNN Sonic with scheduled rent bumps and no landlord responsibilities
Pizza Hut • Phoenix, Arizona
Diversifying a Physician’s Portfolio With Prime QSR Real Estate
This client, a successful physician, wanted to diversify out of traditional investments and into high-quality quick-service restaurant (QSR) assets in prime, high-traffic markets. We evaluated multiple metros and trade areas, underwrote several options, and recommended this top-tier Pizza Hut location. Our team reviewed the lease, sales performance, and all due diligence, paving the way for this acquisition and future QSR purchases.
Client Snapshot: High-income physician investor • Goal: diversify into branded QSRs in prime markets • Result: Well-located Pizza Hut on a strong corridor with corporate credit and solid traffic counts
CVS Pharmacy • Milton, West Virginia
Retired TIC Investors Trade Into a New CVS for Peace of Mind
A retired husband-and-wife team sold their interest in a tenant-in-common structure and needed a clean 1031 exchange into a high-credit, zero-management property. Leveraging our developer and broker relationships, we sourced an off-market, brand-new CVS Pharmacy in Milton that perfectly matched their return, credit, and timeline requirements. We coordinated due diligence with their attorney and CPA to deliver a stress-free transition into retirement income.
Client Snapshot: Retired couple exiting TIC • Goal: simplify and focus on health with a single, high-credit NNN • Result: Off-market, new-construction CVS on a 25-year absolute NNN lease, closed via 1031 exchange
Whataburger • Surprise, Arizona
Finding a High-Performing Whataburger Under Tight 1031 Deadlines
This retired couple loved the Arizona market and the Whataburger brand, and needed to place 1031 funds on a tight identification and closing schedule. Using our national network, we located a high-performing, well-positioned Whataburger in Surprise, AZ. We dug into store sales, demographics, and the surrounding retail, thoroughly reviewed the ground lease and due-diligence materials, and worked closely with their attorney to ensure the asset was an excellent long-term fit.
Client Snapshot: Retired investors in 1031 exchange • Goal: essential QSR tenant in a growth market, no management • Result: Strong Whataburger ground lease in a top Arizona submarket, secured within exchange deadlines
Dollar General • Lebanon, Tennessee
Adding Another Essential Retail Anchor to a Seasoned NNN Portfolio
A high–net-worth business owner who already owned several Dollar Generals wanted to add another stable, essential-need asset to his portfolio. Our team conducted a focused search in his target area, identified this Lebanon, TN store, and contacted the owner directly to open negotiations. We underwrote the deal, stress-tested demographics and store performance, negotiated price and terms, assisted with forming a new ownership LLC, and connected him with a trusted attorney from our network to guide legal and closing details.
Client Snapshot: Experienced NNN investor & business owner • Goal: add another strong Dollar General with predictable income • Result: Absolute NNN store in an attractive growth market, acquired at a compelling basis with a smooth, on-time closing
Caliber Collision • Chippewa Falls, Wisconsin
First-Time Net Lease Buyers Trading Out of Rentals Into True Passivity
This successful entrepreneurial couple was tired of hands-on rental management and wanted to start 1031’ing out of their rentals into passive, corporate-backed net lease assets. We tapped into our off-market developer and broker network to source this low price–point Caliber Collision before it was widely marketed. From there, we walked them step-by-step through the process—explaining lease structure, credit, location fundamentals, and due diligence in multiple calls and Zoom sessions—so they felt confident at every stage.
Client Snapshot: Busy entrepreneurs, first-time NNN buyers • Goal: begin replacing rentals with low-maintenance, long-term income • Result: Brand-new 15-year Caliber Collision lease acquired off-market, setting the blueprint for future NNN acquisitions
Walgreens • Sanford, North Carolina
Exchanging From a Shopping Center Into a Fully Passive Hometown Asset
After receiving an offer he couldn’t refuse on a shopping center, this investor needed a 1031 replacement that would be completely passive and suitable for long-term legacy planning. We identified a corporate Walgreens in his own hometown that matched his objectives on term, credit, and location. Negotiations with the REIT seller were complex, but we ultimately structured pricing and terms that worked for both sides. We coordinated closely with his lender and attorney, reviewed the lease and due diligence items, and helped organize post-closing documentation so the transition was seamless.
Client Snapshot: Experienced 1031 investor exiting a shopping center • Goal: fully passive, credit-rated NNN asset to pass to heirs • Result: Long-term Walgreens in his home market, secured within exchange timelines and aligned with his estate-planning goals
7-Eleven • Orlando, Florida
Securing AA-Credit Income in a Premier Florida Submarket
This investor sold a large office building and wanted to reposition into something simpler, safer, and fully passive—preferably an AA-credit tenant in a top Florida market. We leveraged our database and relationships to source a brand-new 7-Eleven gas station in the highly coveted Lake Nona area of Orlando. Our team performed a site visit on the client’s behalf, underwrote traffic counts and demographics, and navigated tough negotiations with a large private-equity seller alongside the client’s attorney. The result was a high-quality, long-term net lease that diversified his portfolio out of higher-risk assets.
Client Snapshot: Professional real estate investor completing a large 1031 exchange • Goal: AA-credit, new construction asset in a premier Florida submarket, zero management • Result: New 7-Eleven ground lease in Lake Nona, secured at attractive terms after a successful negotiation with institutional seller
7-Eleven • Rock Hill, South Carolina
Moving Capital Out of High-Tax NYC Into a Fast-Growing Southeast Market
A New York City developer wanted to sell one of his mixed-use buildings and redeploy into a more predictable, tax-efficient investment outside of NYC. Together we identified Rock Hill, SC—a fast-growing submarket in one of our pre-vetted target markets—and sourced a new-construction 7-Eleven corporate lease. Because of his ability to close quickly and in cash, we were able to negotiate favorable pricing and terms. The property now serves as a stable store of capital and income while he plans his next move into higher-return opportunities down the road.
Client Snapshot: NYC mixed-use developer in 1031 exchange • Goal: Preserve capital in a high-credit, low-touch asset in a growth market with friendlier taxes and regulation • Result: Newly built 7-Eleven in Rock Hill at a strong basis, positioned for long-term income and future upside
Sherwin-Williams • Sioux City, Iowa
Exiting Single-Tenant Retail to Re-Focus on Multifamily
Our client, a real estate broker and investor, owned a Sherwin-Williams but wanted to rotate back into multifamily—his core focus. We quietly matched the asset with a buyer from our relationship network whose hometown was Sioux City and who knew the location intimately. Because we were representing our seller client and had direct access to the buyer, we were able to structure a straightforward transaction, negotiate pricing and terms that worked for both sides, and coordinate a smooth, all-cash closing. This allowed our client to unlock equity and redeploy into new multifamily opportunities.
Client Snapshot: Real estate broker/investor repositioning portfolio • Goal: Sell single-tenant Sherwin-Williams at strong pricing to free capital for multifamily • Result: Direct sale to a relationship buyer in his hometown, clean all-cash closing, and efficient transition into new multifamily investments
Pizza Hut • Durham, North Carolina
Preparing a Physician’s Portfolio for Retirement With Durable QSR Income
This repeat physician client was in the process of reshaping his portfolio for retirement and legacy planning. He wanted high-traffic locations with strong demographics and low relative rent so cash flow would be durable over time. Through our network we sourced this Pizza Hut outparcel in a busy corridor, featuring attractive rent per square foot and solid trade area fundamentals. We handled negotiations with the seller, navigated the contract details, and coordinated a quick, clean closing.
Client Snapshot: Repeat physician investor nearing retirement • Goal: Add stable, high-traffic QSR assets to pass on to heirs • Result: Low-rent Pizza Hut outparcel in a strong Durham submarket, acquired on favorable terms and closed quickly
Popeyes • Houston, Texas
Structuring a Sale-Leaseback Near a Major University for Long-Term, Passive Income
This retiree client wanted long-term, predictable income backed by a strong franchisee in a market with built-in traffic drivers. We targeted locations near universities and schools and sourced this Popeyes directly with the tenant, negotiating a sale-leaseback that created a brand-new 20-year absolute NNN lease. The site sits minutes from the University of Houston with excellent daily traffic and demographic trends, giving the client both current yield and long-term stability.
Client Snapshot: Retiree investor diversifying out of traditional assets • Goal: Long-term absolute NNN lease with a strong QSR franchisee in a demand-rich location • Result: Newly structured Popeyes sale-leaseback in Houston with a fresh long-term lease and zero landlord responsibilities
Family Dollar • Needville, Texas
Turning an Old Warehouse into Hands-Off Family Dollar Income
This client sold an older warehouse and needed to complete a 1031 exchange into something simpler and fully passive. We sourced a Family Dollar in a strong Houston-area submarket, then navigated a complex negotiation with the seller—securing both a price reduction and a credit for upcoming roof work. We helped the client underwrite insurance costs, completed an on-site visit, and did a deep dive on the due-diligence package so we could remove risk and still meet the exchange deadline.
Client Snapshot: 1031 exchange from legacy warehouse • Goal: low-maintenance, income-focused upgrade with essential retail • Result: Investment-grade Family Dollar acquired with repair credits and improved pricing, closed within exchange timelines
Hardee’s • Chattahoochee, Florida
First-Time Net Lease Investors Trading a Condo for Reliable QSR Income
A pair of busy entrepreneurs wanted out of an actively managed condo rental and into their first net lease investment. We identified a low price-point Hardee’s ground lease in Florida with strong operator strength and tax-advantaged positioning. From offer to closing, we walked them through each step of the 1031 process—educating them on lease structure, rent bumps, and risk factors—so every decision was clear and confident.
Client Snapshot: First-time NNN buyers in 1031 exchange • Goal: replace hands-on condo management with predictable, long-term QSR income • Result: Hardee’s absolute NNN asset acquired at an attractive basis, with clear understanding of the investment and its role in their portfolio
Dollar General • Ocala, Florida (Orlando MSA)
Rebalancing a Portfolio into Long-Term, Investment-Grade Net Lease
This experienced investor wanted to reshape their portfolio—selling shorter-term and non-rated net lease properties and rotating into longer leases with investment-grade tenants. We focused on a strong Orlando-area submarket and sourced a Dollar General with solid demographics, long remaining term, and true no-landlord-responsibility structure. The new acquisition became a core holding while they continue to prune older assets.
Client Snapshot: Existing net lease owner rebalancing holdings • Goal: upgrade to longer-term, investment-grade tenants in growth markets • Result: Dollar General in a healthy Ocala submarket secured as a core, long-duration NNN position within the portfolio