Nationwide Replacement Search
Curated single tenant retail and shopping center inventory vetted for credit, yield, and time-in-market.
View serviceStructures
Sale Leaseback Advisory
Sourcing corporate sale leaseback opportunities with structured rent escalations and cap rate clarity.
Sale leaseback advisory helps Orange County investors source corporate sale leaseback opportunities with structured rent escalations and cap rate clarity. This service identifies operating companies monetizing real estate while committing to long-term occupancy. We evaluate corporate credit, lease terms, and rent escalation structures to ensure replacement properties meet 1031 exchange requirements. The advisory process includes coordination with qualified intermediaries to structure compliant exchanges within the 45 day identification and 180 day closing timelines. Orange County investors benefit from access to institutional-quality sale leaseback transactions that provide predictable NNN income streams.
What is included
- Sale leaseback opportunity sourcing and evaluation
- Corporate credit analysis and tenant verification
- Lease term and rent escalation structure review
- Cap rate analysis and yield projections
- Qualified intermediary coordination for exchange structure
- 45 day identification deadline tracking
- 180 day closing timeline management
- CPA and attorney collaboration support
Common situations
- Orange County investor seeking institutional-quality replacement property with corporate credit tenant
- Family office diversifying into sale leaseback portfolio across multiple states
- Developer completing exchange and preferring long-term corporate leases
Frequently asked questions
What is a sale leaseback and how does it work in Orange County, CA?
A sale leaseback occurs when a corporation sells its real estate to an investor and immediately leases it back. Orange County investors can use sale leaseback properties as replacement properties in 1031 exchanges, provided the transaction meets IRS like-kind requirements.
What identification rules apply to sale leaseback properties?
Sale leaseback properties must be identified within 45 calendar days after closing your relinquished property in Orange County, CA. The same three property rule, 200 percent rule, or 95 percent rule options apply to sale leaseback identifications.
How is boot calculated in sale leaseback transactions?
Boot occurs if you receive cash or if debt replacement creates a shortfall. We structure sale leaseback transactions to minimize boot by matching debt levels and ensuring all consideration qualifies as like-kind property for Orange County investors.
What rent escalation structures are common in sale leasebacks?
Sale leasebacks typically include fixed annual escalations, CPI-based increases, or step-up structures. We evaluate escalation terms to ensure Orange County investors understand long-term cash flow projections and cap rate impacts.
How do you verify corporate credit for sale leaseback tenants?
We review corporate financial statements, credit ratings, and operating history. For Orange County investors, we verify corporate guarantees and assess tenant creditworthiness before recommending sale leaseback properties as replacement options.
Do California transfer taxes apply to sale leaseback properties?
California transfer taxes apply to sale leaseback properties located in California. A 1031 exchange defers income tax but does not remove transfer or documentary taxes. Orange County investors should budget for transfer taxes when acquiring in-state sale leaseback properties.
Example of the type of engagement we can handle
Example capability
Service type:
Sale Leaseback Advisory
Location:
Orange County, CA
Scope:
Source and evaluate sale leaseback opportunities for $8 million exchange across retail and industrial sectors
Client situation:
Investor closing on Costa Mesa industrial property seeking corporate credit tenant replacement properties
Our approach:
Identified three sale leaseback opportunities, completed corporate credit analysis, evaluated lease terms and escalations, coordinated qualified intermediary setup, tracked identification deadlines
Expected outcome:
Two sale leaseback properties identified within 45 day window, underwriting completed, closing coordination underway
Contact us to discuss your situation in Orange County, CA. We can share references upon request.
Educational content only. Not tax, legal, or investment advice.
Related services
Filter neighboring services or send a custom request.
NNN Deal Underwriting
Lease abstracting, rent roll verification, and scenario modeling tailored to hands-off exchange buyers.
View serviceZero Cash Flow Navigation
Structuring ZCF and DST pairings when debt replacement or passive positioning is the priority.
View serviceGround Lease Sourcing
Identifying land positions beneath long term tenants for investors seeking bond-like income.
View service45 / 180 calculators
Identification rules
Three Property Rule
Identify up to three candidate properties anywhere in the United States, regardless of value, within 45 days.
Two Hundred Percent Rule
Name more than three properties as long as the combined value stays within 200 percent of the relinquished sale price.
Ninety Five Percent Rule
If you exceed those limits, acquire at least 95 percent of the total value identified to keep the exchange compliant.
Identification letter helper
Identification Letter 11/16/2025 Qualified Intermediary, Please accept this written identification for my pending Section 1031 exchange in Newport Beach, CA. Replacement properties: 1) ____________________ 2) ____________________ 3) ____________________ I confirm these properties meet the like-kind and value requirements as of today. Signature ____________________
Timeline tracker
Day 0
Close relinquished property in Newport Beach, CA.
Day 15
Secure intermediary receipts and wire instructions.
Day 30
Begin physical and financial due diligence on preferred assets.
Day 45
Submit identification letter with up to three properties.
Day 90
Lock financing, finalize PSA adjustments, order closing docs.
Day 180
Complete closing with escrow and intermediary coordination.
1031 Exchange Orange County
Kick off Sale Leaseback Advisory today.
Share your timeline and we will deliver compliant identification support within one business day.