Lease and estoppel review
Every in-place lease, option, exclusive, co-tenancy clause, and estoppel is read for the obligations you are actually buying.
Commercial Acquisition
A commercial acquisition lives or dies in diligence. We underwrite the income, read the leases, examine the title and zoning, and negotiate terms that protect your return before the money is hard.
Who we represent: Owner-users, private investors, family offices, and 1031 exchange buyers.
Our Qualifications
Every in-place lease, option, exclusive, co-tenancy clause, and estoppel is read for the obligations you are actually buying.
Houston has no traditional zoning, which makes deed restrictions, plat notes, and municipal utility district rules decisive for your intended use.
Phase I coordination, roof and structure assessment, ADA exposure, and deferred maintenance quantified into a capital plan.
Easements, encroachments, parking ratios, and ingress and egress verified against how you intend to operate.
We represent family offices, private investors, and LLCs that prefer quiet sourcing and entity-structured closings. We coordinate NDAs, off-market introductions, and title vesting with your counsel.
Inside the guide
Written for the Houston and Dallas metro markets, in plain language, with the questions most clients only learn to ask after the transaction is over.
Financial Strategy
We rebuild the seller's pro forma from actual rent rolls and trailing expenses, then stress-test vacancy, renewal, and expense growth.
Bank, SBA 504 and 7(a) for owner-users, and bridge or life company options compared on total cost, recourse, and prepayment terms.
We coordinate with your CPA and qualified intermediary on 1031 exchange structure, cost segregation, depreciation timing, and future capital gains exposure before you close, so the acquisition supports your long-term tax plan.
Feasibility periods and earnest money release schedules structured so your capital is not at risk before diligence answers the question.
We work with your attorney and title company on LLC, trust, or partnership vesting, signer authority, and disclosure so the acquisition closes cleanly and quietly.
The Process
Asset type, return targets, hold period, and financing capacity.
Marketed and off-market opportunities across the Houston and Dallas metro areas.
LOI terms, feasibility period, and deposit structure.
Financials, leases, environmental, physical, title, and survey.
Lender coordination, estoppels, SNDAs, and transition of operations.
Questions Answered
It varies sharply by asset class, submarket, tenant credit, and lease term remaining. We underwrite to your return requirement rather than to a market average.
If you will occupy a qualifying share of the space, SBA 504 or 7(a) can substantially reduce your down payment. We compare it against conventional debt on total cost.
We review how the acquisition fits your exit and tax plan, whether a 1031 exchange applies, how depreciation and cost segregation will affect future gain, and what structure preserves flexibility. Your CPA and qualified intermediary handle the tax execution; we make sure the real estate contract and timeline support it.
Yes. Many of our commercial buyers use LLCs, partnerships, or trusts for liability and privacy. We coordinate NDAs, off-market sourcing, and entity-structured closing with your attorney and title company.
Tell us your timeframe and we will send the material written for your exact transaction, plus the financial questions worth asking first.
Other transactions