TRANSACTIONS

ADVISER TO SHAREHOLDER'S FAMILY TRUST

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Grand Avenue Capital was engaged by the shareholders of a business to facilitate re-investment of proceeds from the sale of real estate owned by the shareholder and leased to his company.  

 

In two separate transactions not managed by Grand Avenue Capital, the business owner sold his company as well as real estate that his family trust owned and leased to his company. The family trust engaged Grand Avenue to seek out Section 1031 exchange opportunities for the real estate that was sold. Grand Avenue specifically investigated Delaware Statutory Trust (DST) opportunities from industry leaders Inland Investment Corporation, Passco Companies, Cantor Fitzgerald, Exchange Right, Capital Square and others. Investment positions in multiple DSTs were examined and purchased with Grand Avenue's assistance. 

 

Delaware Statutory Trust 1031 Exchanges provide real estate investment owners with a unique and flexible solution to defer capital gains tax while eliminating active management.

 

Grand Avenue Capital engaged a leading 1031 exchange accommodator, negotiated the transactions between the DST sponsors on behalf of the shareholders, and closed five separate DST acquisitions to spread the investment risk on behalf of the shareholder's family trust.  

 

 

About Grand Avenue Capital  Investment Bankers

 

Grand Avenue Capital is an investment banking firm focusing on middle-market merger / acquisitions (both buy-side and sell-side engagements), private placements of capital for growth opportunities, valuations and strategic investment advisory services. in various industry sectors. Grand Avenue Capital's culture embraces teamwork, tenacity, perseverance  and creativity to provide our domestic and international clients exceptional value, delivering skillful positioning and relentless execution.  Grand Avenue Capital becomes a trusted adviser to its clients.  

 

Based in Pasadena, California and Chicago, Illinois, Grand Avenue Capital has provided investment banking services in many offshore environments; its experience includes managing engagements with private companies with revenues in excess of $USD 2 billion in Europe, Asia, Mexico and the Middle East. Our first offshore project included the sale of a German manufacturer in Hamburg, Germany in 1979.

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