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Case Studies
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Below are several cases which will help you gain a better understanding of The Ivy Group's capabilities and experiences.
 Accounting Firm Outgrows Mountain View Headquarters - The Ivy Group Assists with Expansion & Acquisition Plans (Acquisitons case study)
| THE CHALLENGE |
THE STRATEGY |
THE SOLUTION |
THE RESULTS |
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| 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. |
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 The Ivy Group Represents Owner to Sell Mini Storage Through Cohesive Collaboration and Strategic Partnerships (Sales case study)
| THE CHALLENGE |
THE STRATEGY |
THE SOLUTION |
THE RESULTS |
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| 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. |
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 Client Increases Revenues and Streamlines $20M Portfolio Through 1031 Exchange (1031 Exchange case study)
| THE CHALLENGE |
THE STRATEGY |
THE SOLUTION |
THE RESULTS |
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| 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. |
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 California Badminton Academy Leveraging Experience to Lease Industrial Space for Expansion (Lease case study)
| THE CHALLENGE |
THE STRATEGY |
THE SOLUTION |
THE RESULTS |
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| 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. |
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 Client Leveraging Knowledge to Manage & Optimize Commercial Real Estate Portfolio (Portfolio management case study)
| THE CHALLENGE |
THE STRATEGY |
THE SOLUTION |
THE RESULTS |
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| 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. |
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