brandon – The Foundation Group

See how a full-service commercial real estate advisory team adds value at every stage—from site selection and development to leasing, asset management, and exit.

Many investors and owners think of real estate professionals as “brokers” focused on individual deals. A true commercial real estate advisory relationship is different. It spans the full lifecycle of an asset—from strategy and site selection all the way through development, leasing, and exit.

The Foundation Group operates as a full-service commercial real estate advisor, aligning real estate decisions with long-term business and portfolio goals.

Strategic Planning Before the First LOI

A strong CRE advisory engagement begins before a single property is identified. The advisor takes time to understand:

Investment objectives and hold periods
Target geographies and asset classes
Risk tolerance and capital structure
Tax planning and 1031 exchange considerations

With clarity, your advisory team can filter opportunities and avoid distractions that do not match your strategy.

Real Estate Investment Objectives

Site Selection, Acquisition, and Due Diligence

Once the strategy is set, a site selection and acquisition process begins:

Market and submarket comparisons
Off-market and on-market deal sourcing
Underwriting, rent and sales comps, and risk analysis
Negotiation of LOIs and purchase and sale agreements

Instead of presenting every available property, the advisory team curates opportunities that meet your defined criteria.

Development and Redevelopment Support

For development or repositioning projects, a commercial real estate advisor can coordinate:

Site planning and preliminary yield analysis
Tenant mix strategies and pre-leasing
Entitlement, permitting, and municipal coordination
Capex planning, construction oversight, and budget control

This integrated approach keeps the project aligned with the original investment thesis.

Leasing, Asset Management, and Value Creation

After stabilization, the advisory function shifts toward:

Tenant retention and lease renegotiation
Backfilling and repositioning underperforming spaces
Monitoring market trends and rent growth
Identifying opportunities for value-add upgrades

At each step, your advisor’s role is to protect and enhance asset value.

Exit Strategy and Capital Recycling

Finally, a comprehensive commercial real estate advisory relationship includes exit planning:

Valuation and market timing
Packaging and marketing the asset to the right buyer pool
Coordinating 1031 exchange opportunities into new deals
Ensuring tax and legal considerations are addressed

The same team that helped you acquire and build value is now positioned to guide you into your next investment.

Working with a single, integrated commercial real estate advisory and brokerage partner allows you to move faster, reduce risk, and build a more intentional portfolio.

Explore 1031 exchange commercial real estate strategies to preserve equity, defer taxes, and reposition your portfolio into better-performing assets.

For many long-time property owners, a 1031 exchange in commercial real estate is one of the most powerful tools available to preserve equity and reposition their portfolios without triggering immediate capital gains taxes.

However, the process is unforgiving. Timelines are tight, rules are strict, and 1031 replacement property selection requires discipline.

Why Consider a 1031 Exchange?

A 1031 exchange strategy can help you:

Defer capital gains and depreciation recapture
Consolidate several smaller assets into one larger, higher-quality property
Diversify out of a single market or asset type
Transition into more passive investments (e.g., NNN leases)

The key is to view the exchange as part of a multi-year investment plan, not just a one-off transaction.

Understanding Timelines and Rules

In a like-kind exchange for commercial property:

You have 45 days from closing the relinquished property to identify replacement properties
You must close on the replacement property within 180 days
All proceeds must flow through a qualified intermediary

Because these timelines are rigid, preparation is essential. Many successful exchanges begin months before the first sale.

Building a 1031 Exchange Strategy

An experienced commercial real estate advisory team can help you:

Evaluate your current holdings and potential sale candidates
Model post-exchange income and value scenarios
Identify target markets and asset types for replacement
Build a pipeline of potential replacement properties in advance

This reduces the risk of scrambling for a deal just to “save the exchange.”

Choosing the Right Replacement Properties

Strong 1031 replacement property selection focuses on:

Tenant credit quality and lease structure
Market health and long-term demand drivers
Future re-tenanting or exit options
Alignment with your risk and lifestyle preferences

For some investors, that may mean passive NNN investments; for others, stabilized strip centers or even development opportunities.

How The Foundation Group Supports 1031 Investors

The Foundation Group works with owners considering a 1031 exchange in commercial real estate to:

Strategically time dispositions
Source and underwrite replacement properties
Coordinate with QIs, tax advisors, and attorneys
Ensure each exchange supports your broader wealth and estate objectives

With the right planning, a 1031 is more than a tax tool—it is a way to reset and optimize your portfolio for the next decade.

How a Full-Service Commercial Real Estate Advisor Adds Value from Site Selection to Disposition