Representative Advisory Transaction
Axial provided the full range of services to source, underwrite, finance and close on an acquisition to meet my family’s 1031 exchange requirement. We could not have done it without Axial’s expertise.
- 1031 Exchange Client
Axial assisted a family entity (Client) with a 1031 exchange by providing the following services:
- Located and Coordinated with a Qualified Exchange Intermediary
- Sourced Deal Through Industry Network
- Conducted an Analysis of the Acquisition and Financial Projections
- Worked with Client’s Legal Counsel to Negotiate Relevant Transaction Documents for both the Acquisition and Mortgage
- Obtained Favorable 3rd Party Mortgage Debt
- Completed Due Diligence and Closing Process
- Provide On-Going Asset Management Services
Client’s desire was to have a passive investment with certainty of income and a long-term hold strategy. Axial located an asset that allowed the Client’s needs to be addressed by sourcing the following acquisition
- Mission-Critical Manufacturing Facility
- 100% Occupancy
- 300,000+ Square Foot, Single-Tenant Asset
- Long-Term Lease
- International, Credit Tenant
- Debt Matched to Client’s Cash Flow and Amortization Expectations