Below are several cases which will help you gain a better understanding of The Ivy Group's capabilities and experiences.

Real Estate Lease Case and Portfolio Management Case Studies

The Ivy Group Successfully Completes $1.35M Disposition of San Jose Retail Restaurant Property (Restaurant Sales Case Study)The Ivy Group Successfully Completes $1.35M Disposition of San Jose Retail Restaurant Property (Restaurant Sales case study)



CHALLENGE STRATEGY SOLUTION RESULTS DOWNLOAD
Seller’s funds and equity were tied up in the property for over a decade. Seller was motivated by market buying signals, and sought to sell the property to focus on other investment opportunities. Consulted with seller to formulate customized marketing plan. Researched market conditions & advised seller on pricing strategies. Produced Broker Opinion of Value (BOV) and Market Comparable Analysis (CMA). Implemented 10 Point Marketing Plan through brokerage channels, networks and social media to target both domestic & international investors and potential buyers.

The Ivy Group provided solutions to solve decade-long challenges associated with ownership of the property.

During the marketing, negotiation and escrow phases, The Ivy Group continuously assured strong seller positioning. The seller is extremely satisfied with the results and has recommended & referred The Ivy Group to family members seeking commercial real estate advise, representation and value-added services.

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Real Estate Lease Case and Portfolio Management Case Studies

The Ivy Group Negotiates Space for Buffet Restaurant in East Bay as Owner Expands Ninth Location (Restaurant Lease case study)The Ivy Group Negotiates Space for Buffet Restaurant in East Bay as Owner Expands Ninth Location (Restaurant Lease case study)




CHALLENGE STRATEGY SOLUTION RESULTS DOWNLOAD
Mizuumi Sushi and Seafood Buffet sought to gain a stronger footprint in the East Bay with plans for expansion of a ninth location. The Ivy Group was tapped to analyze Mizuumi’s requirements and devise a strategy for success. Acquired facts and gained knowledge of Mizuumi’s growth and expansion plans. The Ivy Group utilized its connections and resources to engage with city officials and formulated a lease strategy in accordance with Mizuumi’s current and future restaurant plans. When a restaurant space became available due to a competitor’s bankruptcy filing, The Ivy Group moved swiftly to secure the space for Mizuumi by drawing on experience and negotiations skills. The negotiated lease makes it possible for expansion and new menu opportunities through exclusivity. The recommendation that Mizuumi lease the space, rather than purchase, allowed for Mizuumi to use its cash for current operations and future expansion as it seeks to gain a stronger footprint in the East Bay. Download Case Study

Real Estate Lease Case and Portfolio Management Case Studies

Eden Housing, Inc. Seeks Commercial Broker to Assist With Property Purchase for Development (Acquisitons case study)Eden Housing, Inc. Seeks Commercial Broker to Assist With Property Purchase for Development (Acquisitons case study)




 

 






CHALLENGE STRATEGY SOLUTION RESULTS DOWNLOAD
Select appropriate site suitable for development of affordable housing within the City of Fremont that adheres to the Housing Element and Community Character Element of the General Plan. Demonstrate site control of the selected property through execution of a purchase agreement. Complete appraisal, perform due diligence analysis, negotiate price and initiate escrow to hold the property until the anticipated date of purchase. Project cancelled because the City of Fremont and the Fremont Redevelopment Agency awarded the $7.9M funds to a competing affordable housing developer. Download Case Study
Real Estate Lease Case and Portfolio Management Case Studies

Lighthouse for the Blind and Visually Impaired Acquisitions and Donations Case StudyThe Ivy Group Represents San Francisco Non-Profit Organization Lighthouse for the Blind and Visually Impaired, Inc. to Turn Vision into Dreams and Reality in the East Bay (Acqusitions and Tax Benefits to Seller case study)











CHALLENGE STRATEGY SOLUTION RESULTS DOWNLOAD
Lighthouse for the Blind and Visually Impaired, Inc. desired to purchase a manufacturing property located near transit-oriented destinations to expand its “Blind Leaders Program” to build on previous blind employment efforts and to turn the facility into the single largest employment site for the blind in California. Through collaboration and community resources, The Ivy Group employed a propriety technique to identify and engage property owners, and then swiftly secured the optimal property with a negotiated purchase contract. During the contractual phase, The Ivy Group assisted in resolution of critical exceptions revealed in the preliminary title report. Devised a realistic schedule to resolve issues related to environmental inspections, property repairs and escrow deadlines. The diligent efforts of The Ivy Group resulted in Lighthouse taking possession of the building in 3 weeks, avoiding the need to extend its existing lease at a separate rental facility in Oakland, CA, that would have resulted in an increase in the rent being doubled. Download Case Study
Real Estate Lease Case and Portfolio Management Case Studies

Accounting Firm Outgrows Mountain View Headquarters - The Ivy Group Assists with Expansion & Acquisition PlansAccounting Firm Outgrows Mountain View Headquarters - The Ivy Group Assists with Expansion & Acquisition Plans (Acquisitons case study)





CHALLENGE STRATEGY SOLUTION RESULTS DOWNLOAD
Accounting firm outgrew its location and investigated expansion options into larger space that would allow it the capacity to maintain and grow its existing client base. Utilizing an acquisition strategy that included analyzing the firm’s requirements and surrounding area demographics, The Ivy Group negotiated a purchase agreement that resulted in a win-win for all parties involved. The solution employed involves a two-step process that met the client’s requirements and took advantage of existing market conditions that benefited the accounting firm. After several rounds of negotiations and analysis, the firm purchased a turnkey, commercial condo that suits it current and future expansion strategies. Download Case Study
Real Estate Lease Case and Portfolio Management Case Studies

Ogden Mini Storage - A Case Study on Great Negotiation Acumen, Cohesive Collaboration and Strategic Partnerships The Ivy Group Represents Owner to Sell Mini Storage Through Cohesive Collaboration and Strategic Partnerships (Sales case study)





CHALLENGE STRATEGY SOLUTION RESULTS DOWNLOAD
Clear all encumbrances prior to selling the property to realize equity and capital gains. Formed strategic partnerships to resolve cloud on title, and performed financial evaluation to develop accurate listing price to market to potential buyers. The total solution combined effective communication, cohesive coordination and setting realistic expectations. Client sold property and realized a sizable gain. The Ivy Group has become the client’s trusted and preferred broker in other commercial real estate related projects. Download Case Study

Real Estate Lease Case and Portfolio Management Case Studies

Client Increases Revenues and Streamlines $20M Portfolio Through 1031 Exchange Client Increases Revenues and Streamlines $20M Portfolio Through 1031 Exchange (1031 Exchange case study)





CHALLENGE STRATEGY SOLUTION RESULTS DOWNLOAD
The client sought to partner with a responsive, experienced and knowledgeable advisor to optimize his real estate portfolio through a 1031 Exchange. The Ivy Group conducted an in-depth analysis of the portfolio to develop a strategy for executing the client’s specific requirements. The Ivy Group combines diligence, management and negotiation acumen to execute on the disposition of a depreciated real estate property and acquisition of three replacement properties. The client’s portfolio achieved a 50% increase in revenue through the exchange of properties. Download Case Study



California Badminton Academy leveraging The Ivy Group experience to lease industrial space for expansion
California Badminton Academy Leveraging Experience to Lease Industrial Space for Expansion (Lease case study)




CHALLENGE STRATEGY SOLUTION RESULTS DOWNLOAD
Expand into a larger space to grow its business in the badminton industry. Utilize experience, negotiation acumen and available network of resources to search, narrow and secure a list of potential properties for client to evaluate. Partnering with listing broker, landlord, city planners, architect, environmental engineer and general contractor to transform an industrial warehouse to an ideal facility that exceeded international badminton standards for recreational and competitive usage. Entered into a long-term lease to take advantage of reduced market rental rates with options for future expansion in a location with convenient access and strong demographics. Download Case Study



Client leveraging The Ivy Group experience and knowledge to manage and optimize commercial real estate portfolioClient Leveraging Knowledge to Manage & Optimize Commercial Real Estate Portfolio (Portfolio management case study)




CHALLENGE STRATEGY SOLUTION RESULTS DOWNLOAD
The client wanted an experienced partner to manage and optimize its commercial real estate portfolio. The Ivy Group conducted an in-depth analysis of the client’s requirements to create an operational strategy for executing the client’s processes in optimizing it’s portfolio. The Ivy Group combines experience, market knowledge, innovative strategies and technology to rebalance the portfolio to create and maintain value. The client’s portfolio achieved a high level of sequential improvements that is transparent and poised for growth & elevated performance through knowledge-sharing and best-practices. Download Case Study


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