“Nate and his team were instrumental in helping me to navigate a complicated 1031 exchange involving multiple properties over the course of 18 months and finding excellent investments in multiple asset classes.”– M.B. Properties

Step 1 | Introductory Call

Our advisors will have a short, targeted phone conversation to determine your unique investment goals and criteria. We will ask insightful questions to learn about your target market, property type, debt requirements, tenant preferences, and the timing of your 1031 exchange. We also educate first time exchange buyers with how the process works.

Step 2 | Buyer Needs

We will catalogue your investment objectives and property type, cap rate range, etc. into our proprietary database so that we know exactly what types of investment properties meet your criteria.

Step 3 | Follow Up & Planning

It may be appropriate to have a second phone conversation and that’s OK with us. We are here to help and do not mind answering any follow up questions the client may have. We will also establish a detailed timeline and plan for executing the exchange.

Step 4 | Transaction Analysis

We will begin sourcing on and off market properties that match the client’s preferences. Any properties that meet the buyer’s criteria will be sent along with an alternative investment analysis that details the various returns associated with a particular investment purchase.

Step 5 | Transacting

Newman | Kelly will provide advice, guidance, and support through the entire process so that the client is able to maximize their return on investment. We work closely with the buyer to write Letters of Intent (LOIs), source debt through our in-house financing professionals, negotiate an acceptable Purchase & Sale Agreement (PSA), and guide the transaction through the entirety of the escrow process.

Net LeasedRetailOfficeIndustrialApartmentsMedical

Under $1,000,000$1,000,000 to $2,000,000$2,000,000 to $4,000,000$4,000,000 to $6,000,000$6,000,000 to $10,000,000Over $10,000,000

Under 5% CAP Rate (very high credit rating single tenant properties in trophy locations)5% - 6% CAP Rate (good credit single tenant properties in strong locations)6% - 7% CAP Rate (acceptable credit single tenant properties in good locations, very strong multi-tenant properties)7% - 8% CAP Rate (multi-tenant retail shopping centers and medical office)8% - 9% CAP Rate (multi-tenant retail shopping centers, office buildings, industrial)Over 9% CAP Rate (office buildings, industrial, challenged assets)

IncomeCapital PreservationAppreciationYield

HoustonDallas/Fort WorthAustinSan AntonioSmaller Texas MetrosWest CoastEast Coast

Under 6 months6 months to a yearOver a year