RPS Capital Management structured a $19 million 1031 exchange, enabling the acquisition of 14 Dollar General properties with 75% LTV financing. The transaction leveraged corporate-backed NNN leases to secure long-term cash flow, optimize tax benefits, and achieve competitive pricing in the private market.
-- RPS Capital Management arranged a $19 million 1031 exchange, enabling the acquisition of 14 Dollar General properties through a strategic portfolio approach. By securing 75% LTV financing and selecting assets with corporate-backed NNN leases, the transaction provided consistent income, tax advantages, and strong financial positioning in the private market.
After selling commercial property in New York City, the investor faced a complex 1031 exchange requirement—replacing an asset that carried 75% debt and 25% equity while maintaining strong cash flow. Given today’s lending landscape, securing high-leverage financing required a portfolio with credit-worthy tenants, minimal risk, and long-term leases. Additionally, the investor aimed to leverage their scale to secure REIT-level pricing, maximizing their return on investment.
Under the leadership of Rob Sharfstein, RPS Capital Management structured the acquisition of 14 strategically selected Dollar General properties across multiple states. Each asset featured a corporate-backed NNN lease, ensuring long-term, predictable income with minimal landlord responsibilities. By securing properties with stable, credit-backed national tenants, RPS Capital Management positioned the portfolio to support high-leverage financing while optimizing risk-adjusted returns.
By leveraging strategic asset selection and expert negotiation, RPS Capital Management delivered a transaction that enabled the investor to:
- Secure a 75% LTV loan with favorable financing terms
- Defer capital gains tax while preserving and reinvesting wealth
- Achieve REIT-level pricing in the private market
- Convert equity from an active NYC asset into a passive-income portfolio
- Reduce risk exposure with stable, credit-backed tenants
"Rob Sharfstein played a pivotal role in managing my complex 1031 exchange," said Martin D. Newman, a real estate investor. "With a high loan amount and specific cash flow needs, my options were limited. Rob crafted a strategy that addressed both my cash flow and debt requirements while prioritizing credit and lease terms. He guided me through every step with clear, actionable advice, ensuring the entire process went smoothly.
Beyond real estate, Rob is intelligent, well-educated, and offers insightful perspectives on a range of topics. It’s been a pleasure working with him, and I highly recommend his expertise to anyone navigating a complicated 1031 exchange."
More details about the transaction can be found in the RPS Capital Management case study.
About the company: RPS Capital Management specializes in structuring high-value real estate transactions, with expertise in 1031 exchanges, portfolio acquisitions, and strategic financing solutions. The firm helps investors secure stable, income-producing assets while optimizing capital efficiency.
Contact Info:
Name: Robert P. Sharfstein
Email: Send Email
Organization: RPS Capital Management
Address: New York, NY USA
Phone: (646) 960-9981
Website: https://www.rpsmgmt.com
Release ID: 89154778
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