Investment
Portfolio

Multi-building office park positioned for fractional resale. Generates ~$709K annual NOI with anchor tenants Front Porch Homes and US Oral Surgery in negotiations to purchase their buildings. Target exit at 8% cap rate.

Combined office and retail portfolio. Executed parcel separation, selling retail strip center for $3.415MM while retaining office building appraised at $3.1MM. Maximized blended value through selective disposition.

Dual-tenant retail asset anchored by Lins Fresh Market and Dollar Tree. Executed parcel split with direct tenant sale at $4.8MM (no commissions) and investment buyer sale at $1.15MM. Complex multi-party transaction completed in 18 months.

Acquired below replacement cost in premier corridor. Improved occupancy and achieved signed LOI at $3.3MM. Pending sale expected Q4 2025, highlighting successful lease management and exit timing.

Retail acquisition focused on re-tenanting and rebranding. Within 12 months, occupancy rose and tenant mix improved. Now under contract for $2.5MM, representing 25% appreciation.

Portfolio of luxury condos for appreciation and tax optimization. All units leased and stabilized. Each unit yielded ~$150K in bonus depreciation, eliminating LP tax liabilities.

Single-tenant NNN asset purchased using credits that reduced effective price. Sold one year later for $2.25MM, producing stable income and strong yield with minimal risk.

Executed lease with Red Rock Behavioral Health Sciences within six weeks, increasing NOI and value. Sold in July 2024 for $1.96MM, achieving annualized IRR exceeding 100%.

Smaller professional office acquired for value-add leasing. Stabilized occupancy and sold within a year for 13% gain, maintaining high velocity and efficiency.

Residential acquisition for quick remodel and resale. Nearing completion with sale expected within 60 days. Demonstrates agility in short-term, high-yield projects.