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👉 For a small fee, you can access this case study in full at: https://theivygroup.com/course-category/cre-strategies-tactics/
When commercial property owners ask, “Should I sell or lease?” They’re rarely just talking about numbers. They’re really asking, “What do I want my next 5–10 years of life to look like?”
This case study is about a Fremont owner who faced exactly that crossroads with a tech/flex building in Fremont’s Warm Springs Innovation District in California. On paper, he had options: 1) sell and pay a substantial capital gains tax bill; 2) complete a 1031 Exchange into another property; 3) invest the sales proceeds into a Delaware Statutory Trust for passive income, or; 4) keep the property and simply lease it for rental income.
He trusted that The Ivy Group would advise him from the standpoint of what’s in his best interest, proven from a prior representation where we walked with him through a different challenge: securing a long-term lease for a daycare in a highly regulated, supply-constrained Bay Area market. By solving zoning, permitting, and timing hurdles, and negotiating terms that supported over $1 million in tenant improvements, we built a relationship grounded in execution and trust. That experience set the stage for a much bigger decision on this Fremont property.
We laid out a four-column matrix —Sell, 1031, DST, Hold & Lease—so he could compare cash flow, tax exposure, and lifestyle implications side by side, instead of pushing a sale or a 1031 exchange.
To find out exactly why the owner chose a “hold and lease” strategy, how The Ivy Group secured two high-quality tenants over eight years, and what process we used to keep vacancy to essentially zero, for a small fee, you can access this case study in full at: 👉https://theivygroup.com/course-category/cre-strategies-tactics/
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If you own commercial property and are wrestling with whether to sell, exchange, or keep collecting rent, this story offers a different lens: start with your life, then use the tax code as a tool—rather than the driver of your decisions.
The Ivy Group. Commercial Properties. Above and Beyond.
