1031 Exchange
SAB’s expertise in 1031 exchanges allows our clients to enter into the net lease sector with the confidence and knowledge to close excellent deals with a team of professionals and trusted partners to assist every step of the way. Our solutions are specially tailored to fit the geographical, credit, and cash flow needs of each client.
SAB 1031 PROCESS
Our carefully crafted process enables us to guide a diverse client base through the complexities of an exchange
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01
Education
SAB believes that an informed buyer is an empowered buyer. To help our clients navigate the 1031 process and make intelligent decisions, we provide in-depth education and expert insight about the net lease sector and the intricacies of the exchange process.
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02
Deal Team
A successful exchange is a group effort. To help clients through the process, we closely collaborate with a team of experienced and trusted partners including qualified intermediaries, mortgage brokers, net lease attorneys, and title companies.
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03
Deal Sourcing and Presentation
Finding the right property means partnering with the right broker. SAB 1031 maintains direct access to deals nationwide, as well as off-market opportunities directly from merchant developers, REITs, private equity firms, institutional and private investors. We vet and investigate each opportunity, breaking down asset location, company strengths, tenant performance at that location, and how it compares to the national average.
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04
Offering
Making an offer is the decisive stage in the 1031 exchange process. SAB assists buyers in structuring deals that compliment the exchange and financing timelines, according to current market conditions and buyer expectations. For the decisive stage of the 1031 process, SAB will provide professional guidance in composing an informed and competitive offer. With an eye to market conditions and availability, we guarantee deals that surpass client expectations.
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05
Due Diligence Management
Once an offer is accepted, our transaction team will help make the transition smooth, helping to schedule site visits, coordinate with fiscal and legal partners, meet deadlines, oversee escrow, and more. Our job isn’t done until the deal is closed.
