Main Content

22 Units | Alamo Square

Richard meticulously managed his twenty-two (22) unit apartment building across Alamo Square park for decades. Involved in running his own architectural firm, Richard was looking to reduce the daily management responsibilities his apartment investment demanded, as well as to diversify into a more conservative investment position without sacrificing cash flow. Ultimately, Richard accomplished his objectives by trading into three (3) net lease properties leased to tenants in different industries–auto, bank, and drugstore-while increasing his cash flow and eliminating all management responsibilities.

Exchange Trade Into Triple Net


“Their team has systems in place that enabled us to seamlessly
execute our sale and exchange plan.”

– Richard F.


Client Needs Net Lease Solutions
Defer Capital Gains Tax 1031 Exchange
Eliminate Management All three (3) properties included triple net (NNN) leases
Increase Cash Flow +69.1% increase in NOI
Predictable & Reliable Income Stream Corporate or investment grade credit guarantors on long term leases with fixed increases
Diversification Traded a single asset for three (3) properties in different locations and across various industries.
Tax Benefits Conservative leverage (12% LTV) for added depreciation and interest write-offs. One investment is located in an income tax-free state.
Park Money (Land Bank)
Value-add Investment
Estate Planning

801 Fillmore – 1031 Exchange Case Study from Colliers International SF on Vimeo.

Skip to content