Real Estate Investment Banking Advisory Services

Our professionals have closed over $3 billion of real estate investment banking transactions. This experience allows our real estate professionals to provide our clients with prudent advice, superior execution and access to critical relationships. We will structure and custom tailor transactions to meet our clients’ major objectives and specific financial needs.

Tenant In Common Interests for 1031 Exchanges
Real estate owners contemplating a sale should consider interests in a Tenant In Common offering to avoid taxation as well as diversify their portfolio:

  • TIC interests allow for a convenient, efficient and timely “like-kind” property exchange.
  • Tenant diversification can be obtained by investing in several TICs.
  • The TIC process allows investors to invest in “institutional” quality properties.
  • Alleviates the problems associated with direct property management.
  • Tenant In Common transactions are highly complex and require careful consideration before purchase.

Exchanging Properties for Operating Partnership Units
Private companies with real estate portfolios containing $25 million or more in properties of a single asset class should consider exchanging their properties for operating partnership units in a public Real Estate Investment Trusts to unlock their equity and achieve diversification:

  • Private owners of real estate are able to exchange their properties on a tax free basis for OP Units in a REIT. This eliminates the need for Section 1031 exchanges.
  • OP Unit recipients are able to benefit from stock price appreciation of the public REIT stock as well as receiving their stable cash flow from quarterly dividends.
  • OP Unit exchange transactions are highly complex and require experience with these sophisticated negotiations.

Credit Tenant Lease Transactions
Credit tenant lease transaction, or CTLs, are bondable leases designed for landlords owning or developing properties for public or private tenants of BBB- credit quality or better, which allow a landlord to achieve over 100% property leverage. Tenants benefit from CTL transactions through lower lease payments and improved debt ratios. Western Reserve Partners works with property owners and developers to create innovative CTL transactions and unlock the total value of a property for both landlord and tenant.

Joint Ventures, Private Debt and Equity
Western Reserve Partners has established deep relationships with public REITs, private equity funds, pension funds, and pension fund advisors that are looking to make direct equity investments in real estate, on both the project and entity levels.