Case Studies


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• 1031 Exchange
• Lease
• Portfolio Management
  

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


Client Increases Revenues and Streamlines $20M Portfolio Through 1031 Exchange

THE CHALLENGE	THE STRATEGY	THE SOLUTION	THE 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 Experience to Lease Industrial Space for Expansion

THE CHALLENGE	THE STRATEGY	THE SOLUTION	THE 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 Experience and Knowledge to Manage & Optimize Commercial Real Estate Portfolio

THE CHALLENGE	THE STRATEGY	THE SOLUTION	THE 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