Guide Collection

Complimentary, by request

The Commercial Acquisition Guide

For owner-users and investors

How a commercial purchase is underwritten and closed in Texas: defining the strategy, sourcing on and off-market assets, underwriting income and expenses, running physical and legal due diligence, structuring the contract, and planning the tax consequences before you sign.

Inside this guide

8 chapters, a working checklist, and the questions to ask before you commit.

  • 01Defining the acquisition strategy
  • 02Sourcing, including off-market
  • 03Underwriting the income and the expenses
  • 04Financing and capital structure
  • 05Due diligence: physical, legal, and environmental
  • 06Contract structure and negotiation
  • 07Tax strategy: capital gains, 1031, cost segregation
  • 08Closing and the first ninety days

Owner-users and investors buy the same buildings for different reasons. An owner-user is buying operational control, occupancy cost certainty, and long-term equity. An investor is buying a cash flow stream, a basis, and an exit. The criteria, the hold period, and the acceptable risk are not the same.

The full guide is released after you request it