Value creation through leasing:

JS understands that a lease is the single most important factor in determining value of a retail property, it is the foundation of the property’s financial structure. The lease specifies income generation and expense management for the property. Errors made negotiating these terms can lead to losses of tens to hundreds of thousands of dollars when capitalizing the income. Other provisions beyond rent can save landlords time and money, boosting cash flow and investment value. When negotiating an LOI or lease on behalf of the landlord, JS considers these factors to secure optimal lease terms and maximize property value. Jonathan has negotiated over 300 leases, from small local businesses to national chains.

Investment sales and tax deferral strategies:

At JS, we leverage our extensive leasing experience to provide valuable insights that are crucial for both buying and selling retail assets. Investment brokers rely solely on the rental and sale comps which are important but an experienced leasing professional has unique insights which can enhance the value of a property .e helping buyers underwrite deals by providing real time rental comparisons, identify active tenants to market vacancies to, and provide accurate information on leasing expenses, including landlord concessions required to attract best in class tenants. This insight supports our clients in making the best choices when evaluating potential investments. For sellers, we utilize strategic marketing techniques to showcase your property effectively, targeting the right audience and attracting qualified buyers. Our extensive network and industry knowledge can significantly shorten the selling process while securing a competitive price. We provide comprehensive market analyses to set the right price point and engage in negotiations that benefits our clients. Having a well-thought-out exit strategy is as important as buying at the right price. The key to a successful exit strategy is to protect the equity you’ve built up by using proven IRS approved strategies to defer capital gains taxes. At JS, we collaborate with trusted experts in real estate tax deferral strategies to guide our clients in creating a plan that aligns with their financial goals. This approach helps safeguard clients' assets by letting them reinvest their profits tax free, ensuring their wealth is preserved for future generations.

JS believes that the success of any investment is based on the price you pay, the lower the price you pay, the higher the profit. However, you only realize that profit when you sell. So often, investors have accumulated millions of dollars of equity in their property but are afraid to sell because they don’t want to pay capital gains tax. They feel trapped by the thought of having to pay millions of dollars in taxes, money they have worked hard to build over the years that are meant for them and their family. At JS, our goal is to educate and advise investors with highly appreciated properties so they don’t feel trapped by taxes and to make them aware of options that will allow them to defer their gains in order to maintain and build their family wealth. Most people are familiar with the 1031 Exchange, but there are lesser-known alternatives like the Delaware Statutory Trust and the Deferred Sales Trust that are equally effective in deferring taxes as but offer different investment alternatives to fit each investors specific investment needs. To learn more about the different tax deferral strategies click here.

In a market that is consistently evolving, having a trusted partner can make all the difference. At JS Realty Co., we are committed to providing exceptional service and expertise in retail real estate transactions. Whether you are looking to expand your portfolio or maximize the value of your asset, we are here to assist you every step of the way.

Advisory Services

JS has created an advisory service aimed to provide a holistic approach to servings its clients. Jonathan has long standing relationships with highly experienced and very trustworthy real estate attorneys, accountants, estate planners, and mortgage brokers who can be called upon to provide valuable services when necessary. When completing a 1031 or Delaware Statutory Trust (DST), or Deferred Sale Trust JS has excellent relationships with highly reputable escrow companies, national title companies and 1031/DST exchange accommodators and Deferred Sales Trust estate planning teams. To learn more about what strategy might be best for you, feel free to email Jonathan. For a free taxing savings analysis, you can visit www.mydstplan.com/jsteier