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Investment Sales

Disposition processes designed for competitive tension among qualified buyers.

Approach

We design marketing processes around the asset, ownership goals, and the buyer universe most likely to perform.

Materials and outreach are prepared to institutional standards, with senior principals directing strategy.

Single-asset and portfolio processesBuyer qualification and confidentiality controlsCompetitive tension without unfocused blasting

Related

See Capital Markets for debt and equity alongside sales.

We apply advanced AI across research, underwriting support, and process QA - with senior principals accountable for recommendations. Learn more.

Advisor and client shaking hands
Senior-led, relationship-driven
Our Approach

Processes designed to create competitive tension

A strong sale process starts with a credible valuation range and ends with qualified buyers competing on terms. We tailor the marketing strategy to the asset - from broadly marketed processes to targeted or off-market outreach - and keep a Senior Principal on every conversation.

  • Single-asset and portfolio dispositions
  • Marketed, targeted, and off-market processes
  • 1031 exchange, private capital, and institutional buyers
  • Institutional-quality marketing materials
Discuss a SaleCapital Markets
Process

From Valuation to Closing

  1. Valuation & Positioning

    Establish a defensible pricing range and the story that supports it.

  2. Materials & Plan

    Offering materials, financial package, and a buyer outreach plan.

  3. Targeted Outreach

    Direct, senior-level contact with the most likely buyers.

  4. Offers & Negotiation

    Evaluate offers on price, certainty, and timing - then negotiate.

  5. Diligence

    Coordinate buyer diligence and lender requirements.

  6. Closing

    Manage documentation and closing mechanics to the finish.

Buyer Universe

Matching the Asset with the Right Capital

Institutional

Pension funds, REITs, and funds typically seek scale, quality, and predictable cash flow, with rigorous diligence expectations.

Core / core-plusREITsFunds

Private Capital

Family offices and high-net-worth investors often value speed, certainty, and direct relationships.

Family officesSyndicatorsPrivate equity

1031 Exchange

Exchange buyers are time-driven and focused on suitable replacement property, often favoring durable net lease and multifamily income.

Net leaseMultifamilyIndustrial

Users & Operators

Owner-users and operators may value location, functionality, and control over pure yield.

Owner-usersOperatorsCorporate

Developers

Developers and builders evaluate sites on entitlements, infrastructure, and end-product feasibility.

LandRedevelopmentInfill
Questions

Frequently Asked Questions

How do you determine the right marketing strategy?
We weigh the asset type, ownership goals, confidentiality needs, and likely buyer pool. Some assets benefit from broad exposure, others from a targeted or off-market approach.
Do you handle portfolios?
Yes. We structure portfolio sales to reflect how buyers underwrite - whole-portfolio, in tranches, or asset by asset.
What materials do you prepare?
Offering materials, financial summaries, and buyer-ready data packages built to the standards of institutional and sophisticated private buyers.
Can you help with a sale-leaseback?
Yes. We help corporate owners evaluate sale-leaseback structures alongside other capital alternatives.

Start a Conversation with a Senior Principal

We respond directly - typically within one business day.

Contact Us (520) 600-7004