Success Story-General
CLIENT Executive Client
SERVICES Buyer Representation
Investment analysis and modeling
Contract negotiation
Due diligence
Financing coordination


McKinney Advisory Group represented the client in a 4,300-square-foot investment purchase on a pad fronting a shopping center anchored by CVS, Marshalls, Big 5, and Coco’s. The property had excellent frontage directly onto Foothill Boulevard, which is a part of the original Route 66. This was a strong Citibank branch with a high level of deposits.



A major challenge in this transaction presented itself after client sold two properties and entered into a 1031 tax-deferred exchange. The client identified two properties into which they intended to complete this exchange; however, upon negotiating for the new properties, both properties were ultimately undeliverable. Once this was realized, there was little time remaining before their exchange identification timeline would expire.



McKinney has extensive experience, contacts, and market knowledge in investment real estate sales nationwide. Using these tools and our various data sources, McKinney found and submitted 68 properties in a relatively short period of time. The buyers submitted offers on seven properties before narrowing it down to one. The location was occupied by a bank tenant. The factors considered in selecting this location included tenant’s high level of bank deposits, its long history at the site, long absolute-net lease with annual increases, the area’s high population density and high average household income levels. The McKinney team was actively involved in the purchase process as the client’s exchange time frame was quite short. We negotiated terms of the purchase and escrow agreements, recommended and retained a property inspection service, performed comparative analyses using sales and lease comps, conducted competitive bidding among prospective lenders, and assisted in negotiating the loan terms. The client was able to close in their necessary timeframe.