Contact Investment Grade

National advisory for investment grade CRE and NNN. We represent investors and owners across the full transaction lifecycle: acquisitions, dispositions, sale-leasebacks, 1031 exchange representation, and capital markets coordination. We work with CPAs, tax attorneys, and wealth advisors on client transactions across asset classes.

How We Work

Investment Grade is a national advisory firm focused on investment grade CRE and NNN. We represent investors and 1031 buyers on acquisitions, owners on dispositions through co-listed sales or off-market direct-to-principal distribution, and owner-operators on sale-leaseback transactions that unlock real estate equity while continuing operations in place. We coordinate listings through Broker of Record co-listing partnerships in all 50 states, and we distribute off-market transactions directly to our principal buyer network of REITs, private equity funds, and family offices.

For owners weighing a sale, refinance, or 1031 exchange, the most valuable conversation happens before the listing agreement is signed. We model the disposition scenarios on your specific property, project the after-tax proceeds under each path, and outline the replacement universe if a 1031 is the right answer. There is no fee for the initial scenario analysis.

Acquisitions: Investment Grade CRE and NNN

For investors and 1031 buyers acquiring investment grade CRE and NNN nationally. We handle credit-tenant diligence, lease analysis, market and demographic underwriting, financial modeling, and full transaction coordination through closing. For 1031 buyers, we work inside the 45-day identification window with a curated shortlist that has already been vetted on credit and lease structure, and we coordinate with the buyer’s CPA, qualified intermediary, and lender across the 180-day window.

On most acquisitions, there is no separate fee paid by the buyer for our representation. We are typically compensated by cooperating commission paid by the listing side at closing. Where a transaction has unusual structure (off-market, principal-to-principal, or no cooperating commission offered), we discuss any fee arrangement transparently before engagement and disclose all compensation in writing.

Dispositions: Co-Listed Sales and Off-Market Direct-to-Principal

For owners selling investment grade CRE or NNN, we offer two distribution paths under one engagement.

Co-listed traditional sale. We market the property nationally through co-listing partnerships with Broker of Record partners in the relevant state, with full exposure across the institutional NNN buyer universe, the qualified 1031 buyer pool, and our own principal buyer relationships.

Off-market direct-to-principal. For owners seeking confidentiality, faster execution, or access to institutional principal buyers who do not bid on publicly listed deals, we distribute off-market through a curated network of REITs, private equity funds, and family offices. Off-market sales avoid public exposure of the asset, eliminate listing-drag time on market, and surface qualified principal buyers who underwrite quickly. This is the right path for owners who do not want their property advertised, who want speed, or who want pricing discovery through direct conversation rather than open market exposure.

Where the seller plans a 1031 exchange, we represent across both legs of the transaction under a single coordinated engagement: the disposition of the relinquished property and the acquisition of the replacement.

Sale-Leaseback for Owner-Operators

For owners of operating businesses (healthcare practices, hotels and hospitality, manufacturing, distribution, automotive, fitness, and other CRE) seeking to unlock real estate equity while continuing operations in place. Off-market structure with full confidentiality. Multiple options including full sale-leaseback, partial sale-leaseback, and recapitalization. Long-term NNN lease structure tailored to your business and credit profile. Specialty depth in healthcare and hospitality.

For the deeper guide to investment grade sale-leasebacks, including the strategic framework, capital structure options, and case studies, see Investment Grade Sale Leasebacks: Strategic Guide for Business Owners.

For CPAs, Tax Attorneys, and Wealth Advisors

We work directly with CPAs, EAs, tax attorneys, and wealth advisors on client transactions. The CPA stays as the trusted advisor on the strategic conversation; we handle the brokerage execution. We model sell-vs-hold-vs-1031-vs-refinance scenarios at no charge to the CPA or the client. There is no referral fee paid to the advisor (and no fee charged to the advisor) so recommendations remain free from compensation-based bias.

For the practitioner reference set, see The CPA’s Guide to Investment Grade 1031 Exchanges, the CPA’s 2026 Capital Gains Deferral Decision Tree, and The Investment Grade CPA Partnership.

Capital Markets

For owners and investors with capital markets needs (refinancing on properties electing to hold, acquisition financing on new transactions, recapitalizations, or debt advisory), we coordinate with our IG Capital network partners across CMBS, agency, life company, and private debt sources. Reach out for an introduction to the right capital partner for your specific situation.

The Investment Grade Content Library

For deeper background on the strategic frameworks behind our practice:

• The Investment Grade Guide: Definition, Framework, and Why It Matters
• Investment Grade 1031 Exchange: The Complete 2026 Guide
• Investment Grade Sale Leasebacks: Strategic Guide for Business Owners
• Investment Grade Credit Tenant Ratings: The Full IG 180 Database
• NNN Cap Rates 2026: Quarterly Net Lease Market Report
• Investment Grade Bonds: Issuers, Yields, Ratings and Sector Analysis
• Recession Proof NNN Tenants: The Complete Ranking

Schedule a Conversation

The fastest way to engage is direct email or phone.

For acquisitions, please share the property type, geography, and budget range you are evaluating. For dispositions or sale-leasebacks, please share the property address, asset class, and timing. For 1031 exchanges, please note your relinquished closing date if it has occurred. For CPAs, attorneys, and wealth advisors, please share a brief summary of the client situation. We respond to all inquiries within one business day.

Investment Grade Income Property, LP is a licensed commercial real estate brokerage. Out-of-state listings are co-listed with our Broker of Record network of licensed brokers in the relevant state. Investment Grade is not a tax advisor, qualified intermediary, qualified opportunity fund sponsor, or law firm. CPAs and clients are encouraged to coordinate independently with all professionals on each transaction.