Our client was a dental practice owner looking to diversify their portfolio through stable, long-term retail property acquisitions.

Given their tax liability, the strategy was to find properties eligible for cost segregation. However, because they needed to finalize a sale by the end of 2025, we had an accelerated 30-day window from the time we connected to execute the transaction.

We cast a wide net across all active market opportunities, including retail and office properties with cap rates exceeding 6%. Given the impending year-end closures and holiday travel, we fast-tracked the due diligence process, recognizing that every single day mattered. Our team responded and executed promptly on every request.

On December 30th, the client finalized an all-cash purchase of a three-tenant retail property at a 6.3% cap rate located at 976 W Dillon Rd in Louisville CO. The center's tenant roster includes Smoker's Den, FedEx, and Rock Barbers.