Services

    Brokerage

    Strategic representation for investors, operators, and capital partners

    Helvetica Group provides advisory-driven brokerage services focused on helping clients acquire, finance, and position real estate investments with precision. We go beyond traditional brokerage by combining market intelligence, underwriting expertise, and capital markets insight to guide clients through every stage of a transaction.

    Whether representing buyers, sourcing opportunities, or structuring complex deals, our approach is hands-on, analytical, and execution-focused.

    Buyer Representation

    Disciplined acquisition strategies aligned with your investment goals

    We represent investors in the acquisition of commercial real estate across a wide range of asset classes and risk profiles. Our process is designed to identify opportunities that align with each client's return objectives, risk tolerance, and investment strategy.

    We act as a true partner throughout the acquisition lifecycle — from sourcing and underwriting to negotiation and closing.

    Our buyer representation services include

    • Investment strategy alignment and acquisition planning
    • Off-market and on-market deal sourcing
    • Financial modeling and return analysis
    • Negotiation and deal structuring
    • Coordination with lenders, attorneys, and advisors
    • Closing support and transaction management

    1031 Exchange Advisory

    Tax-deferred strategies to preserve and grow wealth

    We guide investors through the complexities of 1031 exchanges, helping them defer capital gains and redeploy equity into higher-performing or better-positioned assets.

    Our advisory approach considers each client's broader investment strategy, tax situation, and long-term objectives — ensuring exchange transactions serve the overall financial plan.

    1031 advisory services

    • Exchange strategy and timeline planning
    • Replacement property identification and sourcing
    • Bridge financing for exchange deadlines
    • Delaware Statutory Trust (DST) options
    • Coordination with qualified intermediaries and tax advisors
    • Reverse and improvement exchange structuring

    Value-Add Investment Sourcing

    Identifying overlooked opportunities with upside potential

    Helvetica specializes in uncovering value-add and transitional assets where active management, repositioning, or capital improvements can significantly enhance value.

    We focus on opportunities that require experience, creativity, and speed — often in situations where traditional buyers or lenders hesitate.

    Target opportunities include

    • Underperforming or mismanaged assets
    • Lease-up and stabilization plays
    • Distressed or time-sensitive situations
    • Assets with operational inefficiencies
    • Repositioning and redevelopment opportunities

    Triple Net (NNN) Investment Sourcing

    Stable, income-focused assets with long-term security

    For investors seeking predictable cash flow and lower management intensity, we source and structure acquisitions of triple net (NNN) leased properties backed by strong tenants.

    We evaluate tenant credit, lease structure, location fundamentals, and long-term risk to ensure each acquisition aligns with income and preservation goals.

    NNN focus areas

    • Single-tenant net lease properties
    • Credit tenant investments
    • Long-term lease structures
    • Sale-leaseback opportunities
    • Portfolio aggregation strategies

    Due Diligence & Underwriting

    Institutional-quality analysis to support confident decision-making

    Our team provides comprehensive due diligence and underwriting support to ensure clients fully understand the risks, assumptions, and upside potential of each opportunity.

    We combine real-world experience with detailed financial analysis to validate investment theses and identify potential issues early.

    Due diligence services include

    • Financial and rent roll analysis
    • Lease review and tenant assessment
    • Market and submarket analysis
    • Property condition and capex evaluation
    • Debt and capital structure review
    • Risk identification and mitigation strategies

    Valuation & Opinion of Value

    Data-driven insights grounded in market reality

    We provide informed opinions of value based on current market conditions, comparable transactions, income analysis, and asset-specific factors.

    Our valuation approach is practical and execution-oriented — designed to support acquisition decisions, negotiations, and capital planning.

    Valuation services include

    • Broker opinion of value (BOV)
    • Comparable sales and rent analysis
    • Income and yield-based valuation
    • Exit scenario modeling
    • Pricing strategy advisory

    Capital Advisory & Deal Structuring

    Aligning capital with opportunity

    A key differentiator of Helvetica's brokerage platform is our deep integration with lending and capital markets. We help clients structure transactions with the right mix of debt and equity to maximize flexibility and returns.

    Services include

    • Debt placement and lender sourcing
    • Equity sourcing and joint venture structuring
    • Capital stack optimization
    • Bridge and transitional financing solutions
    • Recapitalization strategies

    Dispositions & Exit Strategy

    Maximizing value through strategic positioning and execution

    We advise clients on the optimal timing, positioning, and execution of asset sales to maximize value and liquidity.

    Disposition services include

    • Exit strategy planning
    • Asset positioning and marketing strategy
    • Buyer targeting and outreach
    • Negotiation and transaction management
    • 1031 exchange coordination

    Why Helvetica Brokerage

    Helvetica Group brings a differentiated approach to brokerage by combining:

    • Real-world lending and underwriting expertise
    • Access to private and institutional capital
    • Deep experience in complex transactions
    • A relationship-driven, execution-focused mindset

    We don't just source deals — we help structure, finance, and close them.

    Let's Find the Right Opportunity

    Whether you are acquiring your next investment, repositioning a portfolio, or evaluating opportunities, Helvetica Group provides the insight and execution needed to move with confidence.

    Connect with our team to discuss:

    • Acquisition opportunities
    • Off-market deals
    • Financing and capital solutions
    • Value-add strategies