WE ARE A BOUTIQUE INVESTMENT FIRM SPECIALIZING IN COMMERCIAL REAL ESTATE, NATIONALLY.
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To sell off a retail center in a cold belt state that required more maintenance and purchase a single tenant NNN property where they could be passive.
We located an Advance Auto in Michigan with a long term lease with a corporate guarantee.
A successful 1031 exchange was completed and the client was able to now have a passive income stream with the property.
Listened to episode 47 of the Bigger Pockets podcast. Joel was a guest on that episode. His knowledge and expertise were displayed well on that podcast. I immediately emailed after I had listened and relistened to that episode.
A family member had passed away and left our family with a large sum. We had initially invested in a mutual fund but we were not getting the returns that we needed to meet current expenses. We wanted to diversify our portfolio in addition to preserving the wealth we had long term.
We took 50% of our portfolio and purchased an STNL NNN in South Carolina. Joel helped us secure this property.
The property is giving us solid returns for the next 15 years. In addition, this will help preserve the wealth we had inherited long term. The income we make from this is 100% passive and that is what we were seeking.