Portfolio
Right-Sizing

Tri-Oak Consulting Group

A long time client strategized and "right-sized" his commercial real estate portfolio and Tri-Oak Consulting Group helped guide and implement the process for him.

Overview

We located an asset with a 15-Year lease term and minimal landlord responsibilities and then assisted in the disposition of two properties with NN leases and shorter lease terms. Both of which resulted in redeploying our client's capital, stabilizing his portfolio, and continuing to deliver a strong return on investment.


Below is a brief summary of the steps we followed throughout the process:

  1. Implement TIC Liquidation Plan

  2. Identify a new NNN Dollar General property for redeployment of TIC capital

  3. Analyze tax impact on TIC disposition

  4. Secure financing & close on new NNN Investment Property

  5. Successfully close on the TIC disposition

  6. Successfully dispose of two older Dollar General - Double Net properties

  7. Pay off acquisition loan on new investment property


We are happy to discuss and help you strategize "right-sizing" your retail investment portfolio to better reflect your current or long-term investment needs.

dg website.JPG